Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

3 articles
Trending Companies
NVIDIA14 AMD5 Google5 SK Hynix4 Intel4 Synopsys4 TSMC4 Samsung3 SK hynix3 Samsung Electronics3 Amazon3 Nvidia3
Trending Technologies
EUV8 AI7 3nm7 HBM5 GPU5 data center4 AI chips3 AI chip design3 cloud computing2 NAND flash2 3D stacking2 Flexible OLED2
2026-08-20
Billionaire Dan Loeb of Third Point Dumped Nvidia, Broadcom, and Meta, but Increased His Stake in This Virtual Monopoly by Almost 500% - Currently.com
0.7
currently.att.yahoo.com 2026-08-20
2026-08-17
Dan Loeb’s Third Point Adds SpaceX, Dumps Nvidia and Meta in Q2 Portfolio Shakeup - citybiz
0.65
news.google.com 2026-08-17
2026-08-15
Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter - Barron's
0.65
news.google.com 2026-08-15