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Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling selective bets on process equipment over legacy chips. Despite AVGO posting 48% revenue growth with AI sales up 143%, funds sold …

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Stoneridge Investment Partners LLC Invests $910,000 in Broadridge Financial Solutions, Inc. $BR

Stoneridge Investment Partners LLC has acquired a new position in Broadridge Financial Solutions, Inc. (NYSE:BR), purchasing 5,909 shares valued at approximately $910,000. Broadridge exceeded its quarterly earnings and revenue expectations, reporting $3.82 EPS and $2.22 billion in revenue, an increase of 7.5% year-over-year. The …

BR main company
Sharemaestro market context Price above Trend Line 52 weeks -33.4% BR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadridge Financial Solutions, Inc. $BR Shares Bought by Empowered Funds LLC

Empowered Funds LLC increased its stake in Broadridge Financial Solutions (NYSE:BR) by 29.9% in the first quarter, bringing its total holdings to 48,430 shares valued at approximately $7.9 million. This move is part of a broader trend of institutional investors and hedge funds owning …

BR main company
Sharemaestro market context Price above Trend Line 52 weeks -33.4% BR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nexstar Media Group, Inc. $NXST Shares Purchased by Bank of America Corp DE

Bank of America Corp DE increased its stake in Nexstar Media Group (NXST) by 17% in Q1, holding 173,269 shares worth $31.3 million. Institutional investors collectively own 95.3% of the company, which holds a "Moderate Buy" consensus rating from analysts with an average price …

NXST main company
Sharemaestro market context Price below Trend Line 52 weeks -5.9% NXST stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Night Owl Capital boosts Broadcom stake with 1,037 shares

Night Owl Capital Management LLC, led by John Kim, has increased its holdings in Broadcom Inc. (AVGO) by purchasing an additional 1,037 shares. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to strong profitability, free cash flow, and bullish AI-led guidance, despite concerns …

AVGO main company
Sharemaestro market context Trend signal active 52 weeks +34.7% · Next-week setup positive 55.7% AVGO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Texas Roadhouse and Brinker International Have the Recipe Rivals Are Missing

Texas Roadhouse (TXRH) and Brinker International (EAT) have demonstrated impressive performance in 2026, successfully growing both comparable store sales and margins despite commodity price pressures that have hindered other restaurant chains. Texas Roadhouse saw its stock rally nearly 30% year-to-date due to a reduced …

TXRH main company
Sharemaestro market context Trend signal active 52 weeks +18.8% · Next-week setup positive 58.9% TXRH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadridge Financial Solutions, Inc. $BR Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. significantly reduced its stake in Broadridge Financial Solutions (NYSE:BR) by 93.1% in the second quarter, selling 123,709 shares and retaining 9,122 shares. Despite this, other institutional investors have recently increased their holdings. Broadridge Financial Solutions reported strong quarterly earnings, beating …

BR main company
Sharemaestro market context Price above Trend Line 52 weeks -33.4% BR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadridge (BR) CEO Timothy Gokey receives 33,265-share RSU-based stock award

Broadridge Financial Solutions, Inc. CEO Timothy C. Gokey was granted an equity award of 33,265 Restricted Stock Units (RSUs) on August 12, 2026, which were determined at the end of a three-year performance period. These RSUs will vest and convert into common stock on …

BR main company
Sharemaestro market context Price above Trend Line 52 weeks -33.4% BR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadwind Energy (NASDAQ:BWEN) Upgraded to Hold at Wall Street Zen

Wall Street Zen has upgraded Broadwind Energy (NASDAQ:BWEN) from "sell" to "hold," aligning with a "buy" rating from Roth Capital which also raised its price target to $6.50. Despite a consensus "Moderate Buy" rating and a $6.25 target price, the company recently missed quarterly …

BWEN main company
Sharemaestro market context Trend signal active 52 weeks +143.4% · Next-week setup negative 37.9% BWEN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

PRIMECAP Management Co trims Broadcom Inc. stake

PRIMECAP Management Co, managed by Theofanis Kolokotrones, recently reduced its stake in Broadcom Inc. (AVGO) by selling 6,545 shares. TipRanks' AI Analyst, Spark, rates AVGO as an "Outperform" due to its exceptional profitability, strong free-cash-flow, and bullish AI-led guidance, despite weak technical momentum and …

AVGO main company
Sharemaestro market context Trend signal active 52 weeks +34.7% · Next-week setup positive 55.7% AVGO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nxst insider (NXST) plans sale of 4,008 common shares after vesting

NEXSTAR MEDIA GROUP, INC. insider Dana Zimmer has filed a notice of intent to sell up to 4,008 shares of NXST common stock through Fidelity Brokerage Services, with sales anticipated by August 14, 2026. These shares are primarily from restricted stock vesting scheduled between …

NXST main company
Sharemaestro market context Price below Trend Line 52 weeks -5.9% NXST stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Does Texas Roadhouse’s Expansion and Capital Returns Update Reframe the Bull Case For TXRH?

In its recent update, Texas Roadhouse, Inc. reported second-quarter 2026 revenue of US$1,679.98 million, modestly lower net income of US$121.93 million versus a year earlier, confirmed a US$0.75 quarterly dividend, detailed share repurchases of 249,285 shares for US$42.6 million, and outlined plans for about …

TXRH main company
Sharemaestro market context Trend signal active 52 weeks +18.8% · Next-week setup positive 58.9% TXRH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter

The investment firm shifted away from some of the market’s biggest semiconductor winners in the second quarter. Continue Reading

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

In the latest close session, Broadcom Inc. (AVGO) was down 5.93% at $393.06. This move lagged the S&P 500's daily loss of 0.17%. At the same time, the Dow lost 0.2%, and the tech-heavy Nasdaq lost 0.28%. Shares of the chipmaker witnessed a gain …

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Broadcom (NasdaqGS:AVGO) is using a chip financing vehicle that could reach US$370b in senior debt by mid 2029 to support its AI platform …

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Should Texas Roadhouse’s (TXRH) Dual Push on Expansion and Payouts Reshape Its Capital Allocation Story?

Texas Roadhouse (TXRH) reported strong Q2 2026 results, showing increased revenues, continued share repurchases, and a quarterly dividend, alongside plans for roughly 35 new restaurant openings across its brands. The article discusses how this dual strategy of aggressive expansion and returning capital to shareholders …

TXRH main company
Sharemaestro market context Trend signal active 52 weeks +18.8% · Next-week setup positive 58.9% TXRH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Texas Roadhouse (TXRH) Stock Looks Fully Valued After Strong Gains

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Texas Roadhouse stock has delivered a strong 151.0% return over the past five years. Yet at around US$207.01 per share, the current valuation checks suggest investors may …

TXRH main company
Sharemaestro market context Trend signal active 52 weeks +18.8% · Next-week setup positive 58.9% TXRH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom Falls 6% as AI Trade Cools

This article first appeared on GuruFocus. Broadcom Inc. (AVGO, Financials), the semiconductor and infrastructure software company, fell about 5.5% Friday as investors pulled back from technology stocks after the S&P 500 reached a record high. Warning! GuruFocus has detected 5 Warning Sign with AVGO. …

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom options surge on selloff day, with $400 August 2026 call leading volume

Broadcom's shares fell by 6.7% on a recent trading day, yet options traders showed significant activity, particularly in August 2026 $400 calls. This surge in call volume despite a stock downturn suggests either large players are betting on a rebound or hedging against further …

AVGO main company
Sharemaestro market context Trend signal active 52 weeks +34.7% · Next-week setup positive 55.7% AVGO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom Shares Plunge on Major VMware Security Threat

This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) shares dropped about 6% Friday as reports of attacks targeting a recently fixed VMware security issue weighed on the stock. The vulnerability affects VMware vCenter Syslog Server, a tool used to manage and oversee virtual infrastructure. …

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

TEGNA Stations Receive Four National Edward R. Murrow Awards

TEGNA Inc. MCLEAN, Va., Aug. 14, 2026 (GLOBE NEWSWIRE) -- TEGNA Inc. (NASDAQ: NXST) today announced its stations have won four 2026 National Edward R. Murrow Awards for excellence in broadcast journalism. The Edward R. Murrow Awards are sponsored by the Radio Television Digital …

NXST main company
Sharemaestro market context Price below Trend Line 52 weeks -5.9% NXST stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom Plunges 5% as Its AI Boom Faces a $370 Billion Financing Question

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Broadcom Inc.(NASDAQ:AVGO) traded down more than 5% Friday as a new estimate put an enormous number on the debt machine behind the chipmaker's AI expansion. BofA analyst …

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom falls amid VMware security vulnerability reports

[Broadcom headquarters in Silicon Valley] Sundry Photography Shares of Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) fell about 5% on Friday after being in the red for three out of four trading days this week, amid reports that a vulnerability in VMware vCenter was being exploited. On Thursday, …

AVGO34 main company AVGO main company BROA main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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