Semiconductor News & Analysis Feed

Franklin Street Advisors Inc. NC reduced its NVIDIA stake by 6.1% in Q2, selling 42,772 shares, while still holding 653,354 shares worth approximately $130.7 million, representing 7.3% of its portfolio. Despite this reduction, NVIDIA remains the fund’s largest holding. Analysts remain broadly bullis

Allworth Financial LP acquired a new position in Synopsys, Inc. (NASDAQ:SNPS) during the second quarter, purchasing 9,608 shares valued at approximately $4.29 million. This move reflects institutional confidence in Synopsys' role within the semiconductor industry, particularly in electronic design a

German investment firm B. Metzler seel. Sohn & Co. AG increased its stake in Cadence Design Systems Inc. by approximately $9.02 million in Q2 2026, acquiring 24,037 shares. With institutional investors owning 84.85% of the company, the move reflects strong market confidence. Cadence reported a quart