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2026-05-09
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2026-05-09
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Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
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2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
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Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
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2026-05-09
MarketBeat
Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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KEY POINTS
Manning & Napier Advisors LLC massively increased its ASML position in Q4, ending with 94,756 shares worth about $101.6 million. The stake now makes up roughly 1.3% of its portfolio.
ASML’s stock has been strong, recently opening
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
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KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
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KEY POINTS
Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
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2026-05-09
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2026-05-09
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Micron Has The Better Scarcity, Sandisk Has The Hotter Trade
May 09, 2026, 6:51 AM ETSandisk Corporation (SNDK) Stock, MU Stock, MU:CA Stock, SNDK:CA Stock
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Micron benefits more directly from AI-driven HBM and DRAM scarcit
2026-05-09
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2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
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2026-05-09
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Sequoia Financial Advisors LLC Boosts Position in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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Sequoia Financial Advisors increased its ASML stake by 18.3% in the fourth quarter, holding 5,452 shares worth about $5.83 million at the end of the period.
ASML’s stock was up 5.0% and traded near its 52-week high, while the company reported stro
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