Sharemaestro Newsreel

Did ON Semiconductor's (ON) Strong Q2 Beat, Guidance and Buybacks Just Redefine Its AI-Auto Story?

Why the Copper Squeeze May Reward This Mining Stock More Than Nvidia

Reddit S&P 500 inclusion sends RDDT stock higher. Photo by BeInCrypto As an AI-fueled supply squeeze grips copper, Freeport-McMoRan (FCX) is emerging as the standout among copper stocks. The largest US copper miner trades near $66.50 after a sharp year-to-date run, its chart is …

Elon Musk Just Uttered 3 Massively Bullish Words for Micron, Sandisk, and SK Hynix

It has been a historic period for memory and storage stocks. Once relegated to a bucket of lowly valued "commodity" stocks, the agentic AI revolution has spurred an absolutely massive increase in memory and storage demand. Not only has demand increased, but the technology …

Old West Investment Management LLC Takes $20.01 Million Position in Skyworks Solutions, Inc. $SWKS

Old West Investment Management LLC has acquired a new position in Skyworks Solutions, Inc. (NASDAQ:SWKS) during the second quarter, purchasing 295,073 shares valued at approximately $20.01 million. This investment makes Skyworks Solutions the 11th largest holding for Old West, representing about 2.1% of its …

Micron shares rise as White House pushes Apple away from Chinese memory chips

Micron Technology's shares rose after the White House pressured Apple to avoid sourcing memory chips from Chinese manufacturers like CXMT. This move strengthens the outlook for U.S. suppliers, with Micron positioned to benefit significantly from increased dependence on American-made chips. The Commerce Department has …

Silicon Motion Technology Corporation $SIMO Shares Bought by Bank of America Corp DE

Bank of America Corp DE significantly increased its stake in Silicon Motion Technology Corporation (SIMO) by 33.2% in the first quarter, now owning 244,387 shares worth approximately $27.4 million. This move is part of broader institutional interest, with hedge funds and institutional investors collectively …

32,060 Shares in Ceva, Inc. $CEVA Acquired by GSA Capital Partners LLP

GSA Capital Partners LLP has acquired a new position of 32,060 shares in Ceva, Inc. (NASDAQ:CEVA), valued at approximately $1.51 million, representing about 0.12% of the semiconductor company. This comes as institutional investors collectively own 85.37% of Ceva's stock. Ceva recently exceeded quarterly earnings …

15,959 Shares in Diodes Incorporated $DIOD Bought by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. recently purchased 15,959 shares of Diodes Incorporated (NASDAQ:DIOD) for approximately $1.75 million, contributing to institutional investors owning 99.23% of the company. Diodes exceeded its quarterly earnings expectations and provided strong third-quarter guidance, leading analysts to maintain a "Buy" rating with …

178,168 Shares in GSI Technology, Inc. $GSIT Acquired by GSA Capital Partners LLP

GSA Capital Partners LLP has acquired 178,168 shares of GSI Technology, Inc. (NASDAQ:GSIT) worth approximately $1.38 million in the second quarter, representing 0.46% of the company. Despite other institutional investors increasing their stakes, company insiders sold 120,000 shares valued at $1.27 million. GSI Technology …

GSA Capital Partners LLP Acquires Shares of 9,942 Cirrus Logic, Inc. $CRUS

GSA Capital Partners LLP has acquired a new position of 9,942 shares in Cirrus Logic, Inc. (NASDAQ:CRUS), valued at approximately $1.48 million. This acquisition comes as institutional investors collectively own 87.96% of the company, and Cirrus Logic recently surpassed quarterly EPS expectations with revenue …

Rambus (NASDAQ:RMBS): An Affordable Growth Stock with Strong Fundamentals

Rambus (NASDAQ:RMBS) is highlighted as an affordable growth stock due to its consistent earnings and revenue expansion, lack of debt, and reasonable valuation compared to semiconductor peers. The article details its strong growth, health, and profitability scores, which align with an affordable growth investment …

Tower Semiconductor (TSEM) lifts H1 revenue ~20%

Tulsa Wealth Advisors INC Takes Position in NXP Semiconductors N.V. $NXPI

Tulsa Wealth Advisors INC has acquired a new position in NXP Semiconductors N.V., purchasing 5,043 shares valued at approximately $1,417,000 during the second quarter. Other hedge funds also initiated positions in NXPI, with institutional investors and hedge funds collectively owning 90.54% of the company's …

Tulsa Wealth Advisors INC Acquires New Shares in Analog Devices, Inc. $ADI

Tulsa Wealth Advisors INC has acquired 19,074 shares of Analog Devices, Inc. (NASDAQ:ADI), valued at approximately $7.6 million, making it about 1.1% of their investment portfolio. Analog Devices, a semiconductor company, recently exceeded its quarterly earnings and revenue expectations, driven by broad-based demand and …

J.Safra Asset Management Corp Buys Shares of 5,147 Analog Devices, Inc. $ADI

J.Safra Asset Management Corp has acquired 5,147 shares of Analog Devices, Inc. (NASDAQ:ADI) totaling approximately $2.04 million in the second quarter. Analog Devices continues to be a focus for institutional investors, with 86.81% of its stock owned by hedge funds and other institutional entities. …

J.Safra Asset Management Corp Buys Shares of 3,447 Astera Labs, Inc. $ALAB

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lifted by Northeast Investment Management

Northeast Investment Management significantly increased its holdings in Taiwan Semiconductor Manufacturing Company (TSMC) by 71.8% in Q2, reflecting continued investor confidence. TSMC benefits from strong AI-related demand, including potential orders for Nvidia's next-gen chips and a $4.69 billion partnership with Sony in Japan. Despite …

143,870 Shares in Allegro MicroSystems, Inc. $ALGM Purchased by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. has purchased 143,870 shares of Allegro MicroSystems, Inc. (NASDAQ:ALGM) valued at approximately $10 million, increasing institutional ownership to 56.45%. Despite insider selling totaling $599,170 over the last 90 days, analysts maintain a "Moderate Buy" rating with an average …

GSA Capital Partners LLP Purchases Shares of 20,002 Qorvo, Inc. $QRVO

GSA Capital Partners LLP has acquired 20,002 shares of Qorvo, Inc. (NASDAQ:QRVO) valued at approximately $1.87 million in the second quarter. Despite this, other institutional investors like State Street Corp and FIL Ltd have also adjusted their holdings. The company's insiders have sold a …

Micron Could Double From Here and Hit $1 Trillion

Trivariate Research founder and CEO Adam Parker believes Micron Technology (MU) stock could double and potentially reach a $1 trillion market cap due to tighter industry supply and structural changes extending the memory business cycle. He suggests current consensus estimates underestimate Micron's earnings potential …

TD Asset Management Inc Reduces Stock Position in Advanced Micro Devices, Inc. $AMD

Billionaire Stanley Druckenmiller Dumped Micron and Intel, and More Than 11X'd Duquesne Family Office's Stake in an AI Pioneer

Although earnings season is typically the highlight of each quarter for investors, the filing of Form 13Fs with regulators can be equally valuable. A 13F details which stocks Wall Street's smartest money managers, such as Duquesne Family Office's billionaire boss, Stanley Druckenmiller, bought and …

Andar Capital Management HK Ltd Takes $8.76 Million Position in Diodes Incorporated $DIOD

Andar Capital Management HK Ltd has acquired a new position of 80,000 shares in Diodes Incorporated (NASDAQ:DIOD), valued at $8.76 million, making it their 8th largest holding. This semiconductor company's stock constitutes about 3.9% of Andar Capital's total holdings. Other institutional investors have also …

Walmart, Target, Home Depot, Amazon, Micron and Alphabet are part of Zacks Earnings Preview

Zacks.com has released its Q2 2026 earnings preview, featuring key retailers like Walmart, Target, Home Depot, Amazon, along with tech giants Micron and Alphabet. The report highlights Walmart's recent underperformance despite strong historical gains, attributing it to premium valuation and conservative guidance, while discussing …

Patriot Financial Group Insurance Agency LLC Sells 6,930 Shares of Qualcomm Incorporated $QCOM

Patriot Financial Group Insurance Agency LLC reduced its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 50.4% in the second quarter, selling 6,930 shares and retaining 6,816 shares valued at $1.26 million. This reduction comes amidst other institutional investors either increasing or decreasing their holdings in …

Relyea Zuckerberg Hanson LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

PFG Advisors Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Targeted Financial Services LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

TB Alternative Assets Ltd. Has $75.64 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Reduced by Union Bancaire Privee UBP SA

Global Retirement Partners LLC Purchases Shares of 12,564 Analog Devices, Inc. $ADI

Global Retirement Partners LLC has acquired a new stake of 12,564 shares in Analog Devices, Inc. (NASDAQ:ADI), valued at approximately $4.99 million. This transaction is part of a broader trend of institutional investors adjusting their positions in the semiconductor company. Insider trading activity also …

Andar Capital Management HK Ltd Purchases Shares of 160,000 Vishay Intertechnology, Inc. $VSH

Andar Capital Management HK Ltd has acquired a new position of 160,000 shares in Vishay Intertechnology, Inc. (NYSE:VSH) during the second quarter, valued at approximately $8,605,000. This investment makes Vishay Intertechnology the 9th largest holding for Andar Capital, representing 3.9% of their portfolio. Other …

Nasdaq, S&P 500 Futures Edge Lower Ahead Of Fed Week, AI Earnings Test: Why POET, ATOM, OGN, QCOM, NTLA Are In Focus

Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data Center

Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworked the structure so that Nvidia's financial guarantee for the project would be lowered to less than $120 billion from the initially planned $250 billion, …

Flputnam Investment Management Co. Makes New Investment in Monolithic Power Systems, Inc. $MPWR

Market Chatter: Nvidia Discussing $3 Billion Investment SB Energy's OpenAI Ohio Data Center

Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. …