Semiconductor News & Analysis Feed
810 articles
2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-02
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2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
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2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
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2026-07-02
MarketBeat
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2026-07-02
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2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
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KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
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2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
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KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
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KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
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2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
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KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Wendell David Associates Inc. Buys 2,626 Shares of Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
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KEY POINTS
Wendell David Associates increased its Synopsys stake by 55% in the first quarter, buying 2,626 additional shares and bringing its total holdings to 7,400 shares worth about $2.93 million.
Wall Street sentiment remains positive overall, with Synops
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Cadence Design Systems, Inc. $CDNS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
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KEY POINTS
Peregrine Capital Management cut its Cadence Design Systems stake by 6.1% in the first quarter, selling 5,308 shares and leaving it with 81,038 shares worth about $22.5 million.
Cadence reported better-than-expected Q1 earnings, posting
2026-07-01
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2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
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KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
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2026-07-01
MarketBeat
Synopsys, Inc. $SNPS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
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KEY POINTS
Peregrine Capital Management trimmed its Synopsys stake by 6.1% in Q1, selling 3,044 shares and leaving it with 46,452 shares worth about $18.4 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 versus estimates of $3
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
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KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Patton Fund Management Inc. Has $241,000 Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
July 1, 2026
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KEY POINTS
Patton Fund Management cut its Cadence Design Systems stake by 91.5% in Q1, leaving it with 869 shares valued at about $241,000.
Several analysts raised price targets on CDNS and kept bullish ratings, with the stock carrying a consensu
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
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KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr