Semiconductor News & Analysis Feed

20 articles
2026-08-16
www.marketbeat.com 2026-08-16
In August 2026, Mechanics Bank Trust Department increased its stake in NVIDIA by 5%, acquiring an additional 4,033 shares, bringing its total holdings to 84,060 shares valued at approximately $16.82 million. This move underscores continued institutional confidence in NVIDIA, particularly amid strong
2026-08-16
www.marketbeat.com 2026-08-16
NVIDIA continues to show strong market performance despite significant selling by major institutional investor Sanders Morris Harris LLC, which reduced its stake by 85.3% in Q2. Despite this, analyst sentiment remains strongly positive with a consensus 'Buy' rating and an average price target of $30
2026-08-16
www.marketbeat.com 2026-08-16
Trust Asset Management LLC reduced its NVIDIA stake by 1.6% in Q2, selling 4,363 shares while retaining 267,768 shares valued at $53.58 million. Despite this reduction, NVIDIA remains the fund’s third-largest holding, representing 3.7% of its portfolio. The move followed strong quarterly results, wi
2026-08-16
www.marketbeat.com 2026-08-16
NVIDIA, as a leading global AI chip manufacturer, continues to attract strong institutional investor and analyst attention. According to recent disclosures, Pioneer Wealth Management Group nearly doubled its NVIDIA stake in Q2, purchasing an additional 4,817 shares, bringing its total holdings to 9,
2026-08-16
www.marketbeat.com 2026-08-16
In August 2026, Madison Park Capital Advisors LLC increased its stake in NVIDIA by 169.1%, holding 12,359 shares valued at approximately $2.47 million, representing 1.3% of its portfolio. This move reflects institutional confidence in NVIDIA’s growth prospects in AI and data center markets. Despite
2026-08-16
www.marketbeat.com 2026-08-16
In August 2026, Mirador Capital Partners LP increased its stake in NVIDIA by 18.9%, holding 72,943 shares valued at approximately $14.6 million. This move reflects institutional confidence in NVIDIA’s growth in the AI sector. Despite strong performance, concerns remain over valuation and supply chai
2026-08-16
www.marketbeat.com 2026-08-16
NVIDIA Corporation (NASDAQ:NVDA) continues to attract significant attention in the semiconductor and AI sectors, with mixed signals from institutional investors. While Balefire LLC trimmed its stake by 4% in Q2, other major investors such as Norges Bank, J. Stern & Co. LLP, and Capital Research Glob
2026-08-16
www.marketbeat.com 2026-08-16
NVIDIA Corporation continues to attract significant attention in the semiconductor and AI sectors. While 180 Wealth Advisors LLC reduced its stake by 2.5% in Q2, holding 190,662 shares valued at $38.15 million, other major investors such as Diversified Enterprises LLC and Altshuler Shaham Ltd increa
2026-08-15
www.marketbeat.com 2026-08-15
NVIDIA Corporation received a significant boost from Pacific Excel Wealth Advisors Inc., which increased its stake by 400.8% in Q2, bringing holdings to 34,193 shares valued at approximately $6.84 billion. This move underscores institutional confidence in NVIDIA’s AI-driven growth trajectory. Despit
2026-08-15
www.marketbeat.com 2026-08-15
In August 2026, Moody National Bank Trust Division reduced its NVIDIA stake by 4.4% in the second quarter, selling 9,256 shares while retaining 198,787 shares valued at approximately $39.8 million. Despite this, NVIDIA remains the trust division’s fourth-largest holding, representing 3.3% of its por
2026-08-15
www.marketbeat.com 2026-08-15
NVIDIA has shown strong market performance driven by institutional buying, robust quarterly results, and a major stock repurchase program. According to the latest SEC 13F filing, fund Tlwm increased its NVIDIA stake by 30.2% in Q2, holding 24,182 shares valued at approximately $4.84 million. Other i
2026-08-15
www.marketbeat.com 2026-08-15
NVIDIA reported strong quarterly results with revenue of $81.61 billion, beating estimates and posting EPS of $1.87, up 85.2% year-over-year. The company raised its quarterly dividend to $0.25 per share and authorized an $80 billion share-repurchase program, signaling confidence in its long-term val
2026-08-15
www.marketbeat.com 2026-08-15
NVIDIA Corporation (NVDA), a leading AI chipmaker, has shown strong market performance recently. According to Empowered Funds LLC's latest Form 13F filing, the firm increased its stake in NVIDIA by 47.5% in the first quarter to 2.7 million shares, valued at approximately $471.4 million, making it th
2026-08-15
www.marketbeat.com 2026-08-15
On August 15, 2026, CoreCap Advisors LLC increased its stake in NVIDIA Corporation (NVDA) by 1.6% in the second quarter, according to SEC filings. The firm purchased an additional 3,775 shares, bringing its total holdings to 243,104 shares valued at approximately $48.6 million. NVIDIA constitutes ab
2026-08-15
www.marketbeat.com 2026-08-15
In August 2026, GK Wealth Management LLC increased its NVIDIA stake by 258.5%, purchasing 20,415 additional shares, bringing its total holdings to 28,314 shares valued at approximately $5.665 million. This move reflects institutional confidence in NVIDIA's growth trajectory. During the second quarte
2026-08-15
www.marketbeat.com 2026-08-15
Grant Private Wealth Management Inc increased its NVIDIA stake by 8.7% in Q2, holding 141,405 shares valued at $28.29 million, making it the largest holding in its portfolio. Despite strong earnings—$81.61 billion in revenue and $1.87 EPS—exceeding estimates, and an $80 billion buyback plan along wi
2026-08-15
www.marketbeat.com 2026-08-15
2026-08-15
www.marketbeat.com 2026-08-15
On August 15, 2026, MarketBeat reported that GAMMA Investing LLC increased its stake in NVIDIA by 9.4% in Q2, raising its holdings to 682,255 shares valued at approximately $136.5 million, making it the fund's largest holding. This move reflects institutional confidence in NVIDIA's continued growth
2026-08-15
www.marketbeat.com 2026-08-15
On August 15, 2026, MarketBeat reported that Canandaigua National Bank & Trust Co. increased its stake in NVIDIA Corporation during the second quarter, investing $11.84 million to acquire 59,177 shares. This purchase brought NVIDIA's share in the bank’s portfolio to approximately 1.0%, making it the
2026-08-15
www.marketbeat.com 2026-08-15
In Q2 2026, Carderock Capital Management Inc. increased its stake in NVIDIA by 5.5%, purchasing an additional 2,934 shares, bringing its total holdings to 56,544 shares. This move reflects continued institutional confidence in NVIDIA's leadership in the AI chip market. Other hedge funds, including L