Semiconductor News & Analysis Feed

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

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

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

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

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,