Semiconductor News & Analysis Feed

20 articles
2026-09-12
finance.yahoo.com 2026-09-12
2026-09-12
247wallst.com 2026-09-12
This article explores the strategic challenge investors face when holding a heavily weighted NVIDIA position that has generated massive returns over the past five years, with an 875% gain and a beta of 2.2. The dilemma is whether to sell the entire holding to lock in gains and pay capital gains taxe
2026-09-04
247wallst.com 2026-09-04
This article explores the financial risks faced by an older Oregon couple who built substantial wealth by holding NVIDIA stock for years, yet now face significant retirement vulnerabilities due to their extreme concentration in a single name. While NVIDIA has delivered exceptional performance with h
2026-09-02
eetimes.com 2026-09-02
Sir Robin Saxby, a veteran of the semiconductor industry whose career spans from the 1980s to today, offers insights into the evolving landscape of global technology. Having worked at European Silicon Structures and later founded ARM as its first CEO, he was knighted in 2002 for his contributions. I
2026-08-29
news.google.com 2026-08-29
2026-08-28
www.bizjournals.com 2026-08-28
2026-08-18
www.marketbeat.com 2026-08-18
2026-08-17
www.marketbeat.com 2026-08-17
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
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
2026-08-13
fortune.com 2026-08-13
2026-08-10
news.google.com 2026-08-10
2026-08-10
news.google.com 2026-08-10
2026-08-08
news.google.com 2026-08-08
2026-07-30
news.google.com 2026-07-30
2026-07-27
news.google.com 2026-07-27
2026-07-26
news.google.com 2026-07-26
2026-07-24
www.marketbeat.com 2026-07-24
On July 24, 2026, MarketBeat reported that the Public Employees Retirement System of Ohio reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 8.3% in the first quarter, selling 74,798 shares and leaving it with 831,668 shares valued at approximately $281.1 million. Despite this
2026-07-24
news.google.com 2026-07-24
2026-07-14
news.google.com 2026-07-14
2026-06-26
www.marketbeat.com 2026-06-26
The Louisiana State Employees Retirement System increased its stake in Synopsys Inc. during the first quarter by purchasing 22,300 shares valued at approximately $8.84 million. This move reflects the fund's confidence in Synopsys's long-term growth prospects. Synopsys reported better-than-expected q