Semiconductor News & Analysis Feed
20 articles
2026-09-29
2026-09-22
www.barrons.com
2026-09-22
2026-09-12
finance.yahoo.com
2026-09-12
2026-09-10
2026-09-02
finance.yahoo.com
2026-09-02
Billionaire Philippe Laffont's Coatue Management significantly increased its positions in two key players along the AI supply chain: Micron Technology (up 1,794% to 3.14 million shares) and Amazon.com (up 49% to 11.83 million shares). This move reflects a strategic bet on sustained AI demand, with M
2026-08-30
drrobertcastellano.substack.com
2026-08-30
In Q3 2026, NVIDIA reported $89 billion in data center revenue, up 117% year-over-year and $13.8 billion sequentially, significantly outpacing AMD’s $6.718 billion. Despite this, AMD’s stock outperformed NVIDIA by over 107 percentage points, with AMD gaining 132.2% versus 24.9% for NVIDIA. This dive
2026-08-27
www.openingbelldailynews.com
2026-08-27
2026-08-26
www.phoronix.com
2026-08-26
2026-08-12
www.quiverquant.com
2026-08-12
2026-08-11
news.google.com
2026-08-11
2026-08-06
www.quiverquant.com
2026-08-06
2026-08-06
www.quiverquant.com
2026-08-06
2026-08-05
www.quiverquant.com
2026-08-05
DekaBank Deutsche Girozentrale has added 698,901 shares of NVIDIA (NVDA) to its portfolio, according to a recent SEC 13F filing. This move reflects growing institutional confidence in NVIDIA's future performance, especially amid rising demand for AI and data center technologies. The filing shows tha
2026-08-01
www.quiverquant.com
2026-08-01
2026-07-31
www.quiverquant.com
2026-07-31
Taiwan Semiconductor Manufacturing Company (TSMC), as the world's leading semiconductor foundry, continues to attract significant market attention. According to the latest SEC 13F filing, Carnegie Investment Counsel added 55,557 shares of TSMC, reflecting institutional confidence in the company's fu
2026-07-24
www.quiverquant.com
2026-07-24
Quilter Plc has added 309,876 shares of NVIDIA (NVDA) to its portfolio, as disclosed in a recent SEC 13F filing. This move reflects the fund’s holdings for the June 30, 2026 reporting period and indicates a positive outlook on NVIDIA’s growth prospects in AI and data center markets. While 2,814 inst
2026-07-24
www.quiverquant.com
2026-07-24
NVIDIA (NVDA) continues to attract significant attention in the capital market, with multiple institutional investors increasing their holdings. According to SEC 13F filings, COMGEST GLOBAL INVESTORS S.A.S. added 337,821 shares of NVIDIA, reflecting confidence in the company's long-term prospects. M
2026-07-13
news.google.com
2026-07-13
2026-07-08
www.quiverquant.com
2026-07-08
Taiwan Semiconductor Manufacturing Company (TSMC), as the world's leading semiconductor foundry, continues to attract significant attention in the financial markets. According to SEC 13F filings, Sarasin & Partners LLP increased its stake in TSMC by 332,404 shares, reflecting institutional confidenc
2026-07-07
www.moomoo.com
2026-07-07