Semiconductor News & Analysis Feed

Soros Fund Management significantly increased its stake in Micron Technology (MU) by nearly eightfold during Q2, raising its holdings from 2,824 to 22,422 shares, with the position's value rising from around $954,000 to $25.9 million. This move has sparked debate over whether AI memory remains one o

In the Q2 2026 13F filings, three highly respected fund managers took dramatically different approaches to NVIDIA stock within a 90-day window. David Tepper’s Appaloosa LP increased its stake by 53,500 shares to a total of 1.525 million, signaling continued confidence in the AI infrastructure trade