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Assembly Biosciences (ASMB) Stock Jumps As Losses Shrink And Revenue Builds

Tower Semiconductor gains as record Q2 results and strong outlook support shares

ON Semiconductor Corp. stock outperforms competitors on strong trading day

ON Semiconductor Corp. (ON) saw its stock rise by 1.35% to $82.66 on Friday, contrasting with a general market downturn where both the S&P 500 and Dow Jones Industrial Average declined. Despite this daily gain, the company's stock remains 38.73% below its 52-week high …

Assembly Biosciences (ASMB) sees Paradigm BioCapital report 7.8% ownership stake

Paradigm BioCapital, along with its related entities and Senai Asefaw, M.D., has reported a collective beneficial ownership of 7.8% in Assembly Biosciences (ASMB), totaling 1,553,748 shares. This stake is based on an amended Schedule 13G filing, with Paradigm BioCapital International Fund Ltd. directly holding …

Why (ASMB) Price Action Is Critical for Tactical Trading

This article analyzes the price action of Assembly Biosciences Inc. (ASMB), highlighting a mid-channel oscillation pattern and a strong risk-reward short setup. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, along with multi-timeframe signal analysis to …

ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) insider gifts 3,000,000 shares to CHANG TRUST

Mike F. Chang, a director and ten-percent owner of ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL), reported a bona fide gift of 3,000,000 common shares to the CHANG TRUST on August 13, 2026, for no consideration. Chang remains the beneficial owner of these shares, as …

1,344 New Employees Receive Lattice Stock Awards Under Plan

Lattice Semiconductor announced the grant of 414,563 restricted stock units (RSUs) and performance-based restricted stock units (PRSUs) to 1,344 new employees. These awards, including many tied to the acquisition of AMI, were issued as an inducement to employment under Nasdaq Listing Rule 5635(c)(4). The …

Assembly Biosciences (NASDAQ:ASMB) Trading Up 8.2% on Strong Earnings

Assembly Biosciences (NASDAQ:ASMB) saw its shares rise by 8.2% after reporting better-than-expected quarterly earnings, with a loss of $0.20 per share against an anticipated $0.72 loss and revenue of $13.37 million surpassing estimates of $8.60 million. Analysts have a "Moderate Buy" consensus rating with …

1 Semiconductor Stock on Our Buy List and 2 We Brush Off

1 Semiconductor Stock on Our Buy List and 2 We Brush Off Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, …

Navitas Semiconductor NVTS Jumps On AI Power Growth Guidance

Navitas Semiconductor (NVTS) stock rose by 6.6% following strong Q3 2026 revenue guidance, significantly exceeding consensus, driven by its "Navitas 2.0" strategy focusing on high-power GaN and SiC chips for AI data centers and grid infrastructure. The company reported Q2 revenue of $10.5M and …

Semtech (SMTC): Ameriprise and Columbia report around 3–4% ownership stakes

Ameriprise Financial, Inc. (AFI) and its subsidiary Columbia Management Investment Advisers, LLC (CMIA) have updated their passive ownership report for Semtech Corporation. AFI now reports a 3.7% ownership stake, while CMIA reports 3.4% beneficial ownership. Both entities confirm their holdings are 5% or less …

Guangdong Tianyu Semiconductor Flags Sharp First-Half Loss on SiC Market Pressure

Semac Construction re-appoints Harivansh Dalmia as WTD for five years

Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Alpha and Omega Semiconductor (AOSL) Is Up 11.5% After Q4 Earnings Beat And Fresh 2027 Guidance - Has The Bull Case Changed?

Semac Construction consolidated net profit declines 51.43% in the June 2026 quarter

Taiwan Shows Resilience in Trying Times

Taiwan is demonstrating remarkable resilience amidst geopolitical challenges, including pressure from China, domestic political disputes, and uncertain U.S. support. Its semiconductor industry is thriving due to the AI boom, leading to significant GDP growth and record stock market highs. While economic ties with the …

Semtech's (SMTC) Buy Rating Reiterated at Needham & Company LLC

Needham & Company LLC has reiterated its "Buy" rating for Semtech (SMTC) and set a $200 price target, suggesting a potential 49.7% upside. This follows Semtech exceeding its recent quarterly earnings expectations with $0.51 EPS on $291.02 million in revenue. The stock generally holds …

Hua Hong Grace Semiconductor (SEHK:1347) Stock Rebounds On Record Revenue And Margin Repair

Why I’ve Begun Accumulating ON Semiconductor

The author, Alex Sirois, is accumulating ON Semiconductor (ON) stock due to its strong performance in AI data center revenue, which more than doubled in Q2 2026, and its strategic position in the AI power tree. The company also benefits from significant free cash …

Y Intercept Hong Kong Ltd Lowers Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

YHB Investment Advisors Inc. Buys 2,526 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jacobson & Schmitt Advisors LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Shanghai FourSemi Sets Board Meeting to Approve Interim Results and Consider Dividend

TSMC (TSM) Stock Looks Fully Priced Despite Strong AI Demand

Taiwan Semiconductor Manufacturing (TSM) has seen significant stock growth, with a 385.6% return over three years. While its Discounted Cash Flow model suggests the stock is overvalued by 27.7%, its P/E ratio of 28.5x is below the industry average, indicating potential undervaluation based on …

Seaview Investment Managers LLC Reduces Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Semiconductor Manufacturing International Corp (SHSE:688981) (Q2 2026) Earnings Call ...

This article first appeared on GuruFocus. Revenue: $3,006 million in Q2 2026, up 20% sequentially; first-half 2026 revenue was $5,511 million, up 23.7% year over year. Gross Margin: 25.3% in Q2 2026, up 5.2 percentage points sequentially; first-half 2026 gross margin was 22.9%, up …

Encompass More Asset Management Sells 5,333 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Baldwin Wealth Partners LLC MA Buys New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Taiwan Semiconductor Manufacturing ADR Aktie | US8740391003 | ETR:TSFA | News & Aktienkurs | FRA:TSFA

Semiconductor Manufacturing International: Q2 revenue up 20% sequentially, gross margin at 25.3%, strong AI-driven growth

STATE STREET CORP Adds Alpha & Omega Semiconductor Ltd (AOSL) -- Shares Trade 14% Above GF Value

State Street Corp recently increased its stake in Alpha & Omega Semiconductor Ltd (AOSL) by adding 945,898 shares at $47.33 each, despite the stock now trading significantly lower at $30.75 and being classified as "Modestly Overvalued" by GuruFocus. This transaction highlights institutional conviction in …

How Could NXP Semiconductors (NXPI) Malaysia Expansion Reshape Its Supply Chain?

Semtech Corp (SMTC) Stock Down 4.6% but Still Overvalued -- GF S

Semtech Corp (SMTC) shares dropped 4.6% to $133.58, yet GuruFocus assesses the stock as significantly overvalued by 243.3% compared to its GF Value™ of $38.91, despite an "Above Average" GF Score™ of 71/100. Key concerns include a 1/10 valuation rank and $7.2 million in …

Why Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?

Taiwan Semiconductor Manufacturing (TSM) reported a 45% year-on-year revenue increase in July, driven by strong demand for AI chips, surpassing its full-year guidance. In response, the company is raising its capital expenditure outlook for 2024 to support increased capacity for high-performance computing and AI. …

Alpha And Omega Semiconductor (AOSL) Stock Sinks As Losses Cloud AI Progress