Semiconductor News & Analysis Feed
31 articles
2026-07-11
www.marketbeat.com
2026-07-11
MarketBeat
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by Northeast Investment Management
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Northeast Investment Management trimmed its NVIDIA stake by 4.0% in the first quarter, but NVDA remains its largest holding at about 8.1% of assets, worth roughly $195.6 million.
Several NVIDIA insiders sold shares recently, including Director Mark
2026-06-27
www.marketbeat.com
2026-06-27
MarketBeat
Generate Investment Management Ltd Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 27, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Generate Investment Management Ltd boosted its NVIDIA stake by 62.5% in the first quarter, adding 533,125 shares to bring its total to 1,385,889 shares worth about $241.7 million. NVIDIA is now the fund’s largest holding, making up rough
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Anchor Investment Management LLC Has $16.15 Million Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Anchor Investment Management increased its NVIDIA stake by 5.2% in the fourth quarter, buying 4,267 more shares and bringing its total to 86,592 shares worth about $16.15 million.
NVIDIA continues to attract strong analyst support
2026-06-16
news.google.com
2026-06-16
MarketBeat
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Trimmed by Evelyn Partners Investment Management LLP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Evelyn Partners Investment Management LLP trimmed its TSMC stake by 9.0% in the fourth quarter, though it still held 450,249 shares worth about $136.8 million and made TSMC its 6th-largest holding.
TSMC r
2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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2026-06-03
www.marketbeat.com
2026-06-03
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-24
www.marketbeat.com
2026-05-24
MarketBeat
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2026-05-23
www.marketbeat.com
2026-05-23
MarketBeat
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2026-05-17
www.theglobeandmail.com
2026-05-17
The Globe and Mail
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