Semiconductor News & Analysis Feed
2866 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arax Advisory Partners Has $6.81 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Arax Advisory Partners cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 18.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securitie
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by Arax Advisory Partners
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arax Advisory Partners reduced its NVIDIA stake by 28.9% in the fourth quarter, selling 121,960 shares and leaving it with 299,895 shares worth about $55.9 million.
NVIDIA reported strong quarterly results, beating EPS and revenue estimates with $1.87
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
www.thelec.net
2026-06-14
thelec.net
I was recently shocked while trying to replace my laptop. High-end models that cost around the upper-1 million won range last year are now well above 3 million won. Prices have effectively doubled or tripled in just one year.
It is not only laptops. Prices of electronics containing large amounts of semiconductors have risen across the board. The shortage of semiconductors triggered by the artific
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners with Nebius to Support AI Robotics Startup in Europe
Neha Gupta
Sat, June 13, 2026 at 12:25 PM PDT 2 min read
NVDA
+0.16%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising growth stocks to buy now. On June 9, Nebius reiterated a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) to create a cloud
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
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Trading disclosure
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
easternherald.com
2026-06-13
The Eastern Herald
NVIDIA Lists RTX Pro 6000 Blackwell at $13,250 — the Official Price Is 73% Above What Early Buyers Paid
The card that once preordered for under $8,000 now carries an official price tag of $13,250 — and what changed isn't the GPU, it's the market NVIDIA is targeting.
BY TECHNOLOGY DESK
JUNE 13, 2026
The NVIDIA RTX Pro 6000 Blackwell Workstation Edition, now officially listed at $13,250. [Image Sou
2026-06-13
tomshardware.com
2026-06-13
Luke James
Netgear filed counterclaims against TP-Link in federal court in Delaware on June 11, accusing its larger rival of false advertising under the Lanham Act.
2026-06-13
en.banglaoutlook.org
2026-06-13
Bangla Outlook English
en.banglaoutlook.org
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2026-06-13
tomshardware.com
2026-06-13
Jake Roach
The name came up a few times during our conversations at Computex. Intel has declined to comment on it.
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A watershed moment occurred on the battlefields of Ukraine in 2024 when 10 fully autonomous AI-controlled quadcopter drones were sent to the front lines against Russia with ‘Terminator Mode’ engaged.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
POET Technologies (POET) Rides Market Leaders’ Semiconductor Optimism, Climbs 11%
Angelica Ballesteros
Fri, June 12, 2026 at 11:58 PM PDT 2 min read
POET
+11.38%
BAC
+1.56%
NVDA
+0.16%
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Trading disclosure
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks That Absolutely Exploded Higher.
POET Technologies saw its share prices jump by 11.38 percent on Friday to