Semiconductor News & Analysis Feed

NVIDIA Corporation (NVDA), a leading AI chipmaker, has shown strong market performance recently. According to Empowered Funds LLC's latest Form 13F filing, the firm increased its stake in NVIDIA by 47.5% in the first quarter to 2.7 million shares, valued at approximately $471.4 million, making it th

Synopsys, a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP), saw continued institutional buying in Q1 2026, with Empowered Funds LLC increasing its stake by 53.0% to 24,470 shares worth $9.7 million. Other investors such as Brighton Jones

Cadence Design Systems (CDNS) exceeded second-quarter 2026 earnings expectations, reporting adjusted EPS of $2.11 versus $2.05 consensus, driven by strong demand for AI and advanced chip design tools. Revenue rose 24.2% year-over-year to $1.58 billion, supported by a record backlog of $8.1 billion.