Semiconductor News & Analysis Feed
4821 articles
2026-07-24
finance.yahoo.com
2026-07-24
Yahoo Finance
Seeking Clues to Qualcomm (QCOM) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
Seeking Clues to Qualcomm (QCOM) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics · Zacks
Zacks Equity Research
Fri, July 24, 2026 at 6:15 AM PDT 3 min read
QCOM
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Analysts on Wall Street project that Qualcomm (QCOM) will announce quarter
2026-07-24
sg.finance.yahoo.com
2026-07-24
Yahoo Finance Singapore
2026-07-24
www.benzinga.com
2026-07-24
Benzinga
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2026-07-24
www.quiverquant.com
2026-07-24
Quiver Quantitative
COMGEST GLOBAL INVESTORS S.A.S. has added 337,821 shares of $NVDA to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NVDA.
NVIDIA Hedge Fund Activity
We have seen 2,807 institutional investors add shares of NVI
2026-07-24
news.google.com
2026-07-24
MobiHealthNews
2026-07-24
www.kavout.com
2026-07-24
Kavout | AI
Synopsys's landmark $35 billion acquisition of Ansys, completed on July 17, 2025, represents a pivotal move to redefine the landscape of semiconductor and system design. This isn't just about combining two software companies; it's a strategic convergence aimed at addressing the escalating complexity of modern electronics, particularly in the age of AI. The core vision is to create a unified "silic
2026-07-24
www.trefis.com
2026-07-24
Trefis
The options market sees two starkly different futures for the chipmaker, and if you hold the shares, you're exposed to the full breadth of that uncertainty.
Holding shares of a company like Qualcomm (QCOM) right now can feel like standing at a fork in the road with no map. On one path is a future powered by AI across data centers, cars, and a new generation of smart devices. On the other, a slowd
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Keebeck Wealth Management Acquires 2,581 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Keebeck Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 164.4% in the first quarter, buying 2,581 additional shares to bring its total to 4,151 shares worth about $1.41 million.
TSMC i
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Oak Associates Ltd. OH Acquires New Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
July 24, 2026
Image from MarketBeat Media, LLC.
Oak Associates Ltd. OH bought a new position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 25,584 shares of the soft
2026-07-24
memeburn.com
2026-07-24
Memeburn
Honor Robot Phone: The First Phone With a Camera That Physically Moves Is Weeks Away
Vincee Cole
Jul 20
6
mins read
2026-07-24
evertiq.com
2026-07-24
Evertiq
© Nvidia
Business | July 24, 2026
Nvidia, Amkor sign $1.5 billion chip packaging agreement
Evertiq
Nvidia and Amkor Technology will align their long-term roadmaps to advance technologies including high-density interconnects and next-generation heterogeneous integration.
Amkor Technology has entered into a multi-year agreement with Nvidia worth USD 1.5 billion to develop advanced semiconductor pa
2026-07-24
tomshardware.com
2026-07-24
Mark Tyson
On this day in 2006, AMD confirmed its acquisition of graphics chip firm ATI. AMD stumped up a cash-and-stock deal worth a total of $5.4B for the Canadian PC graphics innovators.
2026-07-24
www.benzinga.com
2026-07-24
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-07-24
www.benzinga.com
2026-07-24
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
572 Shares in ASML Holding N.V. $ASML Acquired by Militia Capital Management LLC
Written by MarketBeat
July 24, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Militia Capital Management opened a new position in ASML during the first quarter, buying 572 shares valued at about $756,000.
ASML reported strong recent quarterly results, including $8.65 EPS on $10.64 billion in revenue, and analysts n
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Dickmeyer Boyce Financial Management Inc. Acquires New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
Image from MarketBeat Media, LLC.
Dickmeyer Boyce Financial Management Inc. acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the first quarter, according to its most recent filing with the Se
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
NVIDIA Corporation $NVDA Shares Acquired by Uptick Partners LLC
Written by MarketBeat
July 24, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Uptick Partners LLC increased its NVIDIA stake by 16.2% in the first quarter, buying 3,034 additional shares and bringing its total to 21,731 shares worth about $3.79 million.
Wall Street sentiment remains broadly positive, with NVIDIA carrying a consensu
2026-07-24
www.newswise.com
2026-07-24
Newswise
2026-07-24
digitimes.com
2026-07-24
Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout has entered a new phase after five years of construction, with the company's first 4nm fab now ramping production and contributing to profits. The second fab is set to enter equipment move-in in the fourth quarter
2026-07-24
digitimes.com
2026-07-24
Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest bet — the contract manufacturing business — remains unproven.