Semiconductor News & Analysis Feed

20 articles
2026-09-02
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2026-08-30
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NVIDIA Corporation (NVDA) continues to show strong market performance driven by robust earnings and sustained growth in the AI sector. In Q2, the company reported revenue of $96.2 billion, up 106% year-over-year, exceeding analyst expectations. Data-center revenue surged 117% to $89 billion, while a
2026-08-28
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2026-08-25
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2026-08-21
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2026-08-17
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2026-08-17
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Cadence Design Systems (NASDAQ: CDNS), a leading global provider of electronic design automation (EDA) software, hardware, and intellectual property, plays a critical role in semiconductor design. Recently, Global Retirement Partners LLC acquired 8,460 shares of the company during the second quarter
2026-08-16
www.marketbeat.com 2026-08-16
On August 16, 2026, MarketBeat reported that CORDA Investment Management LLC acquired 4,774 shares of Texas Instruments (TI) in the second quarter, valued at approximately $1.42 million, indicating continued institutional confidence in the company. TI's Q3 2026 earnings beat expectations, reporting
2026-08-16
www.marketbeat.com 2026-08-16
Cadence Design Systems (CDNS), a leading global provider of electronic design automation (EDA) software, saw a significant institutional stake increase from ABN AMRO Bank N.V. in Q2 2026, purchasing 100,168 shares valued at approximately $37.4 million. This move underscores market confidence in Cade
2026-08-15
www.marketbeat.com 2026-08-15
In August 2026, institutional investor Tensor Edge Capital LLC increased its stake in Qualcomm Incorporated (QCOM), purchasing 797,200 shares worth approximately $147.3 million, making Qualcomm its fourth-largest holding, accounting for about 9.8% of the portfolio. Although Qualcomm reported quarter
2026-08-13
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2026-08-13
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Synopsys Inc. (NASDAQ:SNPS) continues to strengthen its position in the semiconductor design tools market, particularly in AI-driven chip design and verification. The company reported Q2 revenue of $2.28 billion, up 41.9% year-over-year, and EPS of $3.35, beating analyst expectations. This performan
2026-08-13
www.marketbeat.com 2026-08-13
NVIDIA Corporation has attracted attention from several institutional investors, with Hamilton Wealth LLC increasing its stake by 4.5% in the first quarter, holding 172,760 shares valued at approximately $30.1 million. Despite short-term price fluctuations, analysts remain optimistic, assigning a co
2026-08-11
www.marketbeat.com 2026-08-11
2026-08-11
www.marketbeat.com 2026-08-11
Texas Instruments (TI) has seen increased institutional interest in Q2 2026, with Carolina Wealth Advisors LLC raising its stake by 57.9%, holding 17,316 shares valued at $5.16 million. Other investors such as Strategic Wealth Investment Group and Portus Wealth Advisors also added positions. Analyst
2026-08-10
news.google.com 2026-08-10