Sharemaestro Newsreel

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. …

US Stock Market Today S&P 500 Futures Dip As Inflation Concerns Resurface

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Monday, Aug, 17 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 contracts down …

Crossmark Global Holdings Inc. Has $69.43 Million Position in Qualcomm Incorporated $QCOM

Crossmark Global Holdings Inc. significantly reduced its stake in Qualcomm Incorporated by 17.8% in the second quarter, selling over 81,000 shares but still retaining a position worth approximately $69.43 million. Despite institutional ownership accounting for 74.35% of Qualcomm, insider selling has also occurred, with …

Crossmark Global Holdings Inc. Sells 11,594 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Canoe Financial LP Has $344.12 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CHICAGO TRUST Co NA Has $2.57 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CHICAGO TRUST Co NA Has $847,000 Stock Holdings in Qualcomm Incorporated $QCOM

CHICAGO TRUST Co NA significantly reduced its stake in Qualcomm Incorporated by 44.3% in the second quarter, selling 3,650 shares and retaining 4,584 shares valued at $847,000. Despite this, institutional investors collectively own 74.35% of Qualcomm. The company reported quarterly revenue of $9.95 billion, …

Stanley Druckenmiller Just Made a Big Bet on IREN While Dumping Broadcom, Intel and Micron

Billionaire Stanley Druckenmiller significantly increased his Duquesne Family Office portfolio in Q2 2026, reaching $5.21 billion and expanding to 95 positions. He made a new, substantial bet on IREN Ltd. (NASDAQ: IREN) with an 87,100-share position. This move signifies a shift from traditional chipmakers …

Advisors Management Group Inc. ADV Cuts Stock Holdings in Advanced Micro Devices, Inc. $AMD

Intel Corporation $INTC is Corrado Advisors LLC's 7th Largest Position

Corrado Advisors LLC reduced its stake in Intel Corporation by 44% in Q2, but Intel remains its seventh-largest holding, representing 1.9% of its portfolio. Intel reported strong Q2 earnings, with revenue up 25.2% year-over-year and EPS exceeding estimates, and CEO Lip-Bu Tan signaled confidence …

Intel Corporation $INTC Shares Sold by Channing Capital Management LLC

Glynn Capital Management LLC Boosts Stock Holdings in Advanced Micro Devices, Inc. $AMD

Founders Financial Alliance LLC Has $5.92 Million Holdings in Advanced Micro Devices, Inc. $AMD

Advanced Micro Devices, Inc. $AMD is Fagan Associates Inc.'s 3rd Largest Position

Boomfish Wealth Group LLC Sells 2,310 Shares of Advanced Micro Devices, Inc. $AMD

AIGH Capital Management LLC Makes New Investment in MaxLinear, Inc $MXL

AIGH Capital Management LLC has made a significant new investment in MaxLinear, Inc (NASDAQ:MXL), acquiring 818,000 shares valued at approximately $104.7 million, making it their second-largest portfolio position. Other major institutional investors like Vanguard and Invesco also increased their stakes. The semiconductor company recently …

Silicon Motion Technology (SIMO) Is Up 16.6% After $1 Billion AI-Focused Convertible Notes And MonTitan Launch – Has The Bull Case Changed?

Diodes Incorporated $DIOD Stock Position Increased by Bank of America Corp DE

NewStreet Research Upgrades Micron Stock to Buy with Price Target Raised to $1,250

Amazon Com Inc. Buys Shares of 277,777 Astera Labs, Inc. $ALAB

SK hynix stakes $38bn on memory — but relief is three years out

SK hynix has approved a $38.1 billion investment for two new memory fabrication plants, but these facilities will not be operational until December 2028 and June 2029, respectively. This extended timeline means that current memory scarcity, which is already impacting chip specifications and prices, …

Micron Technology, Inc. stock Analysis: Bullish Trend Near $1,000 Key Level

Micron Technology, Inc. stock is exhibiting a strong bullish trend, closing at $971.66 and approaching the $1,000 psychological level. While the daily trend remains robust, shorter-term momentum indicators suggest some fatigue, with early exhaustion flagged on the hourly timeframe. The article analyzes key support …

Credo Technology Group Holding Ltd - Investor Relations - Credo Technology Group Holding Ltd

Alberta Investment Management Corp Takes $11.66 Million Position in Qorvo, Inc. $QRVO

Alberta Investment Management Corp acquired 125,000 shares of Qorvo, Inc. (NASDAQ:QRVO) valued at $11.66 million during the second quarter, representing a 0.14% stake in the semiconductor company. Despite Qorvo beating its quarterly earnings and revenue expectations, analysts maintain a "Hold" rating with an average …

Microchip Technology Incorporated (NASDAQ:MCHP) Receives Consensus Rating of "Moderate Buy" from Analysts

Microchip Technology (NASDAQ:MCHP) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $98.85 despite some recent target reductions. The company surpassed quarterly earnings expectations, reporting $0.76 EPS and $1.48 billion in revenue, a 38% year-over-year increase. Microchip …

Zacks Research Has Bullish Estimate for GCTS Q3 Earnings

Zacks Research has updated its earnings estimates for GCT Semiconductor, anticipating a narrower Q3 2026 loss of $0.10 per share, an improvement from their previous estimate. This adjustment comes despite GCT Semiconductor significantly missing prior quarterly earnings and revenue expectations. The stock currently holds …

Research Analysts Set Expectations for POWI Q3 Earnings

GCT Semiconductor (NYSE:GCTS) Downgraded by Wall Street Zen to Sell

GCT Semiconductor (NYSE:GCTS) has been downgraded to a "sell" rating by Wall Street Zen and reaffirmed a "sell (D-)" by Weiss Ratings, while MarketBeat maintains a "hold" consensus with a $3.50 price target. The company reported a quarterly loss of $0.25 per share and …

AMD’s 6.4% week stands out in semiconductors while participation drops to 0.7x

Advanced Micro Devices beat both Technology and semiconductor peers for the week, yet negative activity pressure and below-average volume keep the Sharemaestro read balanced rather than fully confirmed.