Yahoo Finance • 2 days ago

Rising Rates and Energy-Driven Inflation Impact Global Hedge Funds in September, Data Insights Reports

Long fund participation rebounds in Magnificent Seven names, notably Alphabet; short fund participation increases in Meta and Tesla NEW YORK & LONDON, October 14, 2026--(BUSINESS WIRE)--Rising interest rates and inflation emerged as key t... Full story

Yahoo Finance • 3 days ago

ClearBridge Sustainability Leaders Strategy adds new positions, exits others

* ClearBridge Sustainability Leaders Strategy underperformed the Russell 3000 Index in Q3 2026, which returned 1.4%. * The strategy initiated positions in SiTime (NASDAQ: SITM [https://seekingalpha.com/symbol/SITM]), Micron Technology... Full story

Yahoo Finance • 8 days ago

US Stock Market Today: S&P 500 Futures Hold Flat As Trade Deficit Worries Return

The Morning Bull - US Market Morning Update Thursday, Oct, 8 2026 US Market stock futures are essentially flat, with E-mini S&P 500 contracts edging up only fractionally as investors weigh strong demand for imported goods against early si... Full story

Yahoo Finance • 24 days ago

How agentic AI impacts the semiconductor industry

[Processor chip on circuit board with copy space for design] Alexander Sikov INVESTORS SHOULD KNOW: Agentic AI is reshaping demand across the semiconductor ecosystem. The shift is moving infrastructure spending beyond GPU accelerators tow... Full story

Yahoo Finance • 25 days ago

SiTime Corporation (SITM) Surged on Strong AI data center demand

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here. Small-cap stocks rallied broadly in the second q... Full story

Yahoo Finance • 29 days ago

Stocks making the biggest moves midday: Workday, Generac, Vital Farms, Vicor, Tower Semi & more

Check out some of the companies making the biggest moves midday: Workday — The cloud-based human resources software platform rose 5%. CNBC's David Faber reported that efforts to gain financing for a bid to take Workday private are continui... Full story

Yahoo Finance • 29 days ago

Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls

Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled b... Full story

Yahoo Finance • last month

Goldman rebalances its long duration stock basket

[Interest rate percentage sign symbol finance investment graph chart] alexsl The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interes... Full story

Yahoo Finance • last month

Benchmark Assigns Buy Rating to SiTime (SITM) Amid Timing Technology Market Expansion

On August 20, Gary Mobley from Benchmark initiated his coverage of SiTime Corp. (NASDAQ:SITM) with a target price of $850. The analyst assigned a Buy rating to the stock, backed by the expectations of increased relevance of precision timin... Full story

Yahoo Finance • last month

How SiTime’s (SITM) Silicon Timing Devices Power AI Data Centers

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and h... Full story

Yahoo Finance • last month

The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies

For Immediate Release Chicago, IL – September 2, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financia... Full story

Yahoo Finance • 2 months ago

These 3 AI stocks are bought by both hedge funds and mutual funds

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-relate... Full story

Yahoo Finance • 2 months ago

Semiconductor equipment: Who is best positioned as AI infrastructure spending broadens?

[3d rendering robotic arms with silicon wafers for semiconductor manufacturing] PhonlamaiPhoto/iStock via Getty Images INVESTORS SHOULD KNOW: Tightening U.S. export controls on advanced chips are reshaping competitive dynamics across the... Full story

Yahoo Finance • 2 months ago

Latest News In AI Chips - Advanced Chip Packaging Sparks Market Growth Shift

Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38.6 billion in 2024 to $87.6 billion by... Full story

Yahoo Finance • 2 months ago

SiTime Corp (SITM) (Q2 2026) Earnings Call Highlights: Revenue Soars 127% as AI and TPD ...

This article first appeared on GuruFocus. Revenue: $157.4 million, up 127% year-over-year and 39% sequentially. Gross Margin: 67.1%, up 8.9 percentage points year-over-year and 2.6 points sequentially. Operating Margin: 34%, up from 10% a... Full story

Yahoo Finance • 3 months ago

SiTime Corporation (SITM) Rose on AI Infrastructure Demand and Margin Expansion

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outp... Full story

Yahoo Finance • 3 months ago

SiTime (SITM) Finalizes Acquisition of Renesas Timing Business to Accelerate Growth

​SiTime Corporation (NASDAQ:SITM) is one of the best performing semiconductor stocks to invest in. On July 1, SiTime finalized its acquisition of Renesas' timing business, a move designed to establish the company as the premier provider of... Full story

Yahoo Finance • 4 months ago

Dow Jones Futures Fall, Bloom Energy Soars Late; SpaceX's First Buy Point

: Techs continued to bounce Tuesday, with bullish moves for the Nasdaq and many AI stocks. SpaceX flashed a first buy signal. Continue Reading... Full story

Yahoo Finance • 4 months ago

What Makes SiTime (SITM) an Investment Bet?

Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for "The Brown Capital Management Small Company Fund". A copy of the letter can be downloaded here. In the first quarter of 2026, t... Full story

Yahoo Finance • 5 months ago

Why This Fund Made a $30 Million Bet on Floor & Decor Amid a 30% Stock Drop

Aperture Investors disclosed a new position in Floor & Decor(NYSE:FND) as of March 31, 2026, acquiring 467,836 shares in a trade estimated at $30.44 million based on average quarterly pricing, according to a May 15, 2026, SEC filing. What... Full story