Semiconductor News & Analysis Feed
810 articles
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio.
Institutional inte
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Banque Transatlantique SA Has $492.46 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Banque Transatlantique SA trimmed its NVIDIA stake by 5.9% in the fourth quarter, but still held 2.64 million shares worth about $492.5 million. NVIDIA remains its second-largest holding and makes up 11.9% of the portfolio.
NVIDIA
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
BDFS Capital LLC Invests $1.91 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
BDFS Capital LLC opened a new position in NVIDIA in the fourth quarter, buying 10,255 shares worth about $1.91 million. The stake makes NVIDIA the fund’s 16th-largest holding.
NVIDIA’s latest results were strong, with EPS of $1.87 and revenue of $81.61
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
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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
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Arwa LLC Invests $986,000 in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Arwa LLC disclosed a new position in NVIDIA during the fourth quarter, buying 5,287 shares valued at about $986,000.
NVIDIA reported a strong latest quarter, with EPS of $1.87 and revenue of $81.61 billion, both ahead of Wall Street expectations and up sharply from
2026-06-19
www.marketbeat.com
2026-06-19
MarketBeat
Qualcomm Goes All-In: The $10B Bet to Crush NVIDIA
Written by Jeffrey Neal Johnson | Reviewed by Jessica Mitacek
June 18, 2026
KEY POINTS
Qualcomm is reportedly in talks to acquire RISC-V AI chip startup Tenstorrent for up to $10 billion, accelerating its push into data center infrastructure.
Qualcomm unveiled its Dragonfly brand at COMPUTEX to target power-constrained hyperscale data centers with
2026-06-16
news.google.com
2026-06-16
MarketBeat
2026-06-15
news.google.com
2026-06-15
MarketBeat
2026-06-15
www.marketbeat.com
2026-06-15
MarketBeat
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
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KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million.
Institutional ownership remains strong, with several large funds such as Fisher A
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
1,429 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Global Endowment Management LP
Written by MarketBeat
June 14, 2026
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KEY POINTS
Global Endowment Management LP opened a new position in Taiwan Semiconductor Manufacturing, buying 1,429 shares worth about $434,000 in the fourth quarter.
TSMC reported strong recent results, including $3.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Infusive Asset Management Inc. Purchases Shares of 12,813 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Infusive Asset Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
DE Burlo Group Inc. Reduces Stake in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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KEY POINTS
DE Burlo Group Inc. cut its ASML stake by 87.9% in the fourth quarter, selling 20,575 shares and leaving it with 2,840 shares valued at about $3.0 million.
Other institutional investors were active in ASML during the quarter, with several new positions opene
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Purchases New Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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KEY POINTS
Dockside LLC opened a new position in ASML during the fourth quarter, buying 1,713 shares valued at about $1.83 million.
Institutional interest in ASML remains broad, with several other funds modestly increasing their stakes; overall, 26.07% of the stock i
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dymon Asia Capital Singapore PTE. LTD. Buys Shares of 1,876 ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Dymon Asia Capital Singapore PTE. LTD. bought a new stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The f
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market