SemiPulse — Semiconductor Intelligence

Tokio Marine Asset Management Co. Ltd. Acquires 8,810 Shares of NVIDIA Corporation $NVDA Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS Tokio Marine Asset Management increased its NVIDIA stake by 8,810 shares in the fourth quarter, bringing its total holdings to 1,236,668 shares worth about $230.6 million. NVIDIA is now its largest portfolio holding, representing ro

NVIDIA Semiconductor AI Chip Institutional Investment Market Analysis Earnings Report Stock Price Forecast Portfolio Holdings

Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA - MarketBeat

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Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS Summit Wealth Partners LLC reduced its NVIDIA stake by 44.7% in the fourth quarter, selling 6,345 shares and ending with 7,857 shares valued at about $1.465 million. Despite some mixed market sentiment, NVIDIA continues to receive strong Wal

NVIDIA Semiconductor Industry Institutional Investors Stock Reduction AI Chips Wall Street Analysis Earnings Report Market Sentiment

WestEnd Advisors LLC Sells 13,004 Shares of NVIDIA Corporation $NVDA - MarketBeat

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WestEnd Advisors LLC Sells 13,004 Shares of NVIDIA Corporation $NVDA Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS WestEnd Advisors LLC cut its NVIDIA stake by 3.7% in the fourth quarter, selling 13,004 shares and still holding 342,999 shares valued at about $63.97 million. Several NVIDIA insiders also sold shares recently, including EVP Ajay K. Puri and CFO Colett

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Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA - MarketBeat

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Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS 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

NVIDIA Semiconductor AI Chip Institutional Investors Stock Holdings Earnings Report Market Valuation Stock Price

Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS 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

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Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML - MarketBeat

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Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. 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

ASML Semiconductor Equipment EUV Lithography Institutional Investors Market Analysis AI Chip Demand Export Restrictions Stock Increase

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC - MarketBeat

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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. 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 $

TSMC Semiconductor Manufacturing Investment Holdings Stock Dividend AI Chips Revenue Growth Market Analysis Investor Sentiment

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position - MarketBeat

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Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. 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. Insi

TSMC Semiconductor Manufacturing Investment Analysis AI Chip Demand Market Capitalization Analyst Ratings Shareholder Structure Revenue Growth

Sequoia Financial Advisors LLC Boosts Position in ASML Holding N.V. $ASML - MarketBeat

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Sequoia Financial Advisors LLC Boosts Position in ASML Holding N.V. $ASML Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS 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

ASML Semiconductor Equipment EUV Lithography US Export Controls AI Chip Demand Institutional Investment Market Sentiment Stock Performance