Semiconductor News & Analysis Feed
20 articles
2026-09-18
www.marketbeat.com
2026-09-18
2026-09-16
news.google.com
2026-09-16
2026-08-30
www.marketbeat.com
2026-08-30
In August 2026, Westwind Capital reduced its NVIDIA stake by 11.1%, selling 11,085 shares and retaining 89,123 shares, valued at approximately $17.8 million. Despite this reduction, NVIDIA remains the fund's seventh-largest holding, accounting for 4.2% of its portfolio. Meanwhile, several other inst
2026-08-21
www.marketbeat.com
2026-08-21
2026-08-19
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2026-08-19
2026-08-17
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2026-08-17
2026-08-16
www.marketbeat.com
2026-08-16
In the second quarter of 2026, Tran Capital Management L.P. reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 2%, selling 1,379 shares and retaining 68,614 shares valued at approximately $32.8 million, representing 3.8% of the firm’s portfolio. While this reduction signals so
2026-08-16
www.marketbeat.com
2026-08-16
Commonwealth Retirement Investments LLC significantly reduced its stake in Applied Materials (AMAT) by 57% in Q2, selling 9,834 shares and retaining 7,423 shares valued at approximately $5.37 million. Despite this reduction, Applied Materials delivered strong quarterly results with revenue of $9.12
2026-08-16
www.marketbeat.com
2026-08-16
Despite a reduction in stake by major institutional investor Hartford Investment Management Co., Micron Technology remains in a bullish market sentiment environment. The company reported quarterly earnings and revenue that exceeded estimates, driven by tightening DRAM and NAND pricing and strong AI-
2026-08-15
www.marketbeat.com
2026-08-15
During the second quarter of 2026, Oppenheimer & Co. Inc. reduced its stake in Applied Materials (AMAT) by 25.9%, signaling a cautious outlook. However, other institutional investors such as Capital Research Global Investors, Norges Bank, UBS, and Coatue Management increased their holdings, indicati
2026-08-15
www.marketbeat.com
2026-08-15
On August 15, 2026, BayBridge Capital Group LLC reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 46.5% during the second quarter, selling 3,024 shares and retaining 3,484 shares valued at approximately $1.66 million. Despite this reduction, TSMC continues to benefit from str
2026-08-15
www.marketbeat.com
2026-08-15
On August 15, 2026, MarketBeat reported that Brookstone Capital Management reduced its Qualcomm (QCOM) stake by 9.4% during the second quarter, according to its latest Form 13F filing with the SEC. The firm sold 5,670 shares, leaving it with 54,388 shares valued at approximately $10.05 million. Desp
2026-08-15
www.marketbeat.com
2026-08-15
Burney Co. reduced its Qualcomm (NASDAQ:QCOM) stake by 27.0% in the second quarter, selling 13,154 shares and retaining 35,560 shares, valued at approximately $6.57 million. Despite Qualcomm's central role in wireless technology and its diverse product portfolio including Snapdragon SoCs and cellula
2026-08-15
news.google.com
2026-08-15
2026-08-14
www.marketbeat.com
2026-08-14
2026-08-13
www.marketbeat.com
2026-08-13
In August 2026, Pacer Advisors Inc. significantly reduced its NVIDIA stake by 36.6%, selling 1.09 million shares and retaining 1.88 million shares valued at approximately $328.7 million. Despite this institutional selling, analysts remain broadly bullish, with a consensus 'Buy' rating and a $305.94
2026-08-09
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2026-08-09
2026-08-08
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2026-08-08
2026-08-08
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2026-08-08
2026-08-07
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2026-08-07