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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 …
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. …
Semtech Falls as Chip-Sector Weakness Appears to Outweigh Recent Strong Results
Semtech (SMTC) stock fell 4.6% due to broader semiconductor weakness and profit-taking, despite strong earnings earlier in the year. The decline is attributed to sector-wide concerns about valuation and AI-related spending rather than company-specific negative news. Insider trading data shows significant insider sales, while …
Tower Semiconductor (TSEM) Shares Moved, What Is Behind The Fresh Attention?
Tower Semiconductor (TSEM) has recently gained attention due to strong Q2 2026 results, a Japanese capacity expansion, and a partnership with OpenLight. Despite recent short-term share price dips, the stock is significantly up year-to-date and over a longer horizon. Analysts view TSEM as undervalued …
Assembly Biosciences (NASDAQ:ASMB) Issues Quarterly Earnings Results, Beats Expectations By $0.52 EPS
Assembly Biosciences (NASDAQ:ASMB) reported quarterly earnings, beating analyst expectations with an adjusted loss of $0.20 per share, $0.52 better than forecast, and revenue of $13.37 million, exceeding estimates of $8.60 million. Following the news, shares rose significantly by $2.89 to $29.95 on high trading …
Assembly Biosciences Projects Operations Funded Into 2029 With $75M Gilead Payment Due
Assembly Biosciences reported its Q2 2026 financial results, revealing a projected cash runway into 2029, bolstered by a recent $115 million financing and an anticipated $75 million payment from Gilead. The company is advancing its ABI-6250 program into Phase 2 studies for cholestatic liver …
Wellington Group (NXPI) discloses 2.66% beneficial stake in NXP Semiconductors
Wellington Management Group LLP and its related entities have disclosed a beneficial ownership of 2.66% in NXP Semiconductors N.V., amounting to 6,719,522 shares. These shares are held for clients of various Wellington investment advisers, with shared voting power over 6,141,548 shares and shared dispositive …
Assembly Biosciences Reports Second Quarter 2026 Financial Results and Recent Updates
Assembly Biosciences, Inc. – Expanded ABI-6250 clinical development into cholestatic liver diseases, including primary biliary cholangitis (PBC) and primary sclerosing cholangitis (PSC) – – Completed $115 million gross financing to support advancement of pipeline programs through key development milestones – – GS-1179 (formerly ABI-1179) …
Correction to Sempra Headlines on Aug. 6
This article is a correction to previously published headlines concerning Sempra from August 6. The content of the article is simply "Document," indicating that it serves as an official record or notice regarding the correction.
Hua Hong Grace Semiconductor Ltd (HHUSF) (Q2 2026) Earnings Call Highlights: Record Revenue and ...
This article first appeared on GuruFocus. Revenue: Record high of $717.5 million, up 26.8% year-over-year and 8.6% sequentially. Gross Margin: 16.5%, up 5.6 percentage points year-over-year and 3.5 percentage points sequentially. Net Profit Attributable to Shareholders: $30.6 million, up 385.9% year-over-year and 84.6% sequentially. …
Sharemaestro market context Trend signal active 52 weeks +222.6%Alpha and Omega Semiconductor (NASDAQ:AOSL) Posts Quarterly Earnings Results, Beats Estimates By $0.11 EPS
Alpha and Omega Semiconductor (NASDAQ:AOSL) reported better-than-expected quarterly earnings, with an adjusted loss of $0.13 per share against an estimated loss of $0.24, and revenue of $170.37 million exceeding estimates of $168 million. Despite the beat, the company's profitability remained weak, showing a negative …
Sempra named to TIME's America's Best Companies 2026 list
Sempra has been recognized on TIME's America's Best Companies 2026 list, a ranking developed in collaboration with Statista based on financial performance, employee satisfaction, and sustainability transparency. This acknowledgement highlights Sempra's strategic focus on building a leading utility growth business in California and Texas, …
Trading the Move, Not the Narrative: (TSEM) Edition
This article provides an in-depth analysis of Tower Semiconductor Ltd. (NASDAQ: TSEM), highlighting strong sentiment and various trading strategies based on AI models. It details specific entry, target, and stop-loss levels for position trading, momentum breakouts, and risk hedging, alongside a multi-timeframe signal analysis. …
Investors Can Request One-on-One Meetings With Navitas
Navitas Semiconductor (Nasdaq: NVTS) announced its participation in three investor conferences in August 2026: the Rosenblatt Technology Summit (virtual), the Jefferies Semiconductor Conference in Chicago, and the Deutsche Bank Technology Conference in Dana Point, CA. The company will host one-on-one meetings with portfolio managers …
Semtech Corporation (SMTC) interactive stock chart
This page provides an interactive stock chart for Semtech Corporation (SMTC) along with real-time price data and recent news. As of the close, SMTC was at $133.58, down 4.59%, with an after-hours price of $133.80. The news section highlights the sale of its cellular …
Form 8K ON Semiconductor Corporation For: 13 August By Investing.com
This article announces that ON Semiconductor Corporation filed a Form 8K on August 13th. The filing is a standard disclosure document used by public companies to announce significant events that investors should know about.
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by SteelPeak Wealth LLC
SteelPeak Wealth LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 14.7% in Q2, acquiring an additional 1,430 shares, bringing its total holdings to 11,131 shares valued at $5.33 million. The company's growth outlook remains strong due to a 44.7% year-over-year …
Tower Semiconductor to Engage Investors at August and September 2026 U.S. Conferences
Tower Semiconductor (TSEM) announced its participation in two U.S. investor conferences in August and September 2026 to engage with capital markets. Executives will attend the 2026 Jefferies Semiconductor Conference and the Benchmark-StoneX 13th Annual Tech, Media and Telecom Conference, offering one-on-one meetings with investors. …
ON Semiconductor (ON) gains early FTC clearance milestone in planned Synaptics merger
ON Semiconductor (ON) has received early termination of the Hart-Scott-Rodino waiting period from the Federal Trade Commission for its planned acquisition of Synaptics Incorporated. This marks a significant regulatory milestone for the merger, which is still subject to Synaptics stockholder approval and other regulatory …
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by Trinity Street Asset Management LLP
Trinity Street Asset Management LLP increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 3.4% in Q2, making it the fund's largest holding. Several other institutional investors also adjusted their positions in TSM, which currently has a consensus "Buy" rating from analysts …
Semtech (NASDAQ: SMTC) sells cellular module business to Compal for $62M cash
Semtech Corporation has announced a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture is strategically aimed at sharpening Semtech's focus on high-growth areas like data center and LoRa connectivity. The transaction, which includes …
Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics
Semtech Corporation has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture aims to sharpen Semtech's focus on its core product portfolio, specifically data center and LoRa connectivity. The transaction is …
Sharemaestro market context Trend signal active 52 weeks +188.5% · Next-week setup negative 15.8%