Semiconductor News & Analysis Feed
20 articles
2026-09-07
www.marketbeat.com
2026-09-07
NVIDIA, as a leading global AI chip manufacturer, continues to attract significant market attention. Recently, SlateStone Wealth LLC reduced its NVIDIA stake by 1.7%, selling 4,529 shares while retaining 260,075 shares valued at approximately $52.04 million. Nevertheless, NVIDIA remains the firm's s
2026-09-06
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2026-09-06
2026-09-03
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2026-09-03
NVIDIA Corporation (NASDAQ:NVDA) continues to attract significant market attention, though recent institutional adjustments have introduced some volatility. Asio Capital LLC reduced its NVIDIA stake by 2.7% in Q2, selling 4,422 shares to hold 162,027 shares, valued at $32.42 million. Despite this, N
2026-09-02
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2026-09-02
2026-08-31
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2026-08-31
2026-08-31
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2026-08-31
2026-08-21
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2026-08-21
2026-08-21
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2026-08-21
2026-08-18
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2026-08-18
2026-08-17
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2026-08-17
Taiwan Semiconductor Manufacturing Company (TSMC) has attracted attention due to increased holdings by several institutional investors. According to SEC filings, Northeast Investment Management increased its stake in TSMC by 71.8% during the second quarter, raising its position to 58,050 shares wort
2026-08-17
www.marketbeat.com
2026-08-17
During the second quarter of 2026, PFG Advisors reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 27.3%, selling 1,758 shares and leaving it with 4,675 shares valued at $2.23 million. This move reflects cautious sentiment among some institutional investors. However, other inv
2026-08-17
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2026-08-17
2026-08-17
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2026-08-17
In the second quarter of 2026, Matthew Goff Investment Advisor LLC reduced its NVIDIA stake by 29.8%, selling 3,584 shares and retaining 8,439 shares worth approximately $1.69 million. Despite this reduction, institutional ownership remains substantial at 65.27%, with major investors such as Assenag
2026-08-17
www.marketbeat.com
2026-08-17
In Q2 2026, Chicago Trust Co NA reduced its Qualcomm stake by 44.3%, selling 3,650 shares and retaining 4,584 shares valued at approximately $847,000. Although Qualcomm reported quarterly revenue of $9.95 billion, exceeding expectations, its EPS of $2.21 narrowly missed estimates and year-over-year
2026-08-17
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2026-08-17
2026-08-17
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2026-08-17
2026-08-16
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2026-08-16
Applied Materials delivered strong third-quarter results in 2026, with revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding expectations. Management also provided a positive fourth-quarter outlook, forecasting revenue between $9.8 billion and $10.8 billion and EPS of
2026-08-16
www.marketbeat.com
2026-08-16
Tensor Edge Capital LLC increased its stake in Micron Technology, Inc. (MU) by 16.3% in Q2, acquiring an additional 37,949 shares to hold 271,199 shares valued at approximately $313 million, making it the largest holding in the firm's portfolio. This move reflects strong institutional confidence in
2026-08-16
www.marketbeat.com
2026-08-16
WealthBridge Investment Counsel Inc. reduced its stake in Micron Technology by 25.7% in the second quarter, selling 4,880 shares while retaining 14,101 shares valued at $16.28 million. Micron reported strong quarterly results with EPS of $25.11, surpassing estimates of $21.39, and revenue surged 345
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