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Institutional Investors News 22 December 2025 - 18 January 2026

Piotech stock price pops after an institutional block trade — here’s what matters before Monday

Piotech stock price pops after an institutional block trade — here’s what matters before Monday

Shanghai, Jan 18, 2026, 09:20 CST — Market closed Piotech Inc’s Class A shares on the Shanghai exchange climbed 3.67% Friday, finishing at 385.68 yuan following a block trade by an institutional investor. The stock has gained 7.26% over the last five sessions. (STCN) This is significant since China’s chip-toolmaker stocks have been volatile and quick-moving, with large off-market trades often revealing who’s buying. Piotech, which produces thin-film deposition tools for both memory and logic chip manufacturing, primarily serves the domestic market, LSEG data shows. (Reuters) The sector drew attention after Reuters revealed in late December that Chinese fabs must
18 January 2026
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Yangzijiang Shipbuilding stock back on watchlists after institutional inflows; earnings next in March

Yangzijiang Shipbuilding stock back on watchlists after institutional inflows; earnings next in March

Singapore, Jan 11, 2026, 15:25 SGT — Market closed Yangzijiang Shipbuilding (Holdings) Ltd was among the Singapore stocks that drew the largest net institutional inflows in the first five trading sessions of 2026, a Business Times review showed, as funds turned net buyers to start the year. The list also included City Developments, OCBC, Hongkong Land, CapitaLand Investment, Singapore Exchange, ST Engineering, Sats, Venture Corp and UOL, the report said. (The Business Times) That matters because early-year fund flows often set the tone for the next leg of trading in Singapore, especially in liquid index names. When institutions lean the
11 January 2026
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Applied Materials (AMAT) Stock Weekend Update: Fresh Institutional Filings, Wall Street Targets, and What to Watch Before Monday’s Open

Applied Materials (AMAT) Stock Weekend Update: Fresh Institutional Filings, Wall Street Targets, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 3:23 p.m. ET — Market closed (weekend) Applied Materials, Inc. (NASDAQ: AMAT) is heading into the final week of the year with U.S. equity markets shut for the weekend and the next regular session set for Monday. The last available pricing shows AMAT ended Friday’s regular session at about $261.65 (down roughly 0.1%) with an after-hours quote also published Friday evening. Yahoo Finance With no new company press releases posted over the last couple of days, the most “current” AMAT-specific headlines in the past 24–48 hours have been dominated by institutional ownership updates tied to
28 December 2025
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Ondas Holdings Inc. (ONDS) Stock: Heavy-Volume Selloff, Institutional Buying, and Analyst Targets in Focus Ahead of Monday’s Open

Ondas Holdings Inc. (ONDS) Stock: Heavy-Volume Selloff, Institutional Buying, and Analyst Targets in Focus Ahead of Monday’s Open

NEW YORK, Dec. 28, 2025, 12:52 a.m. ET — Market Closed Ondas Holdings Inc. (NASDAQ: ONDS) heads into the final Monday session of 2025 with investors staring at an uncomfortable (but information-rich) cocktail: a sharp, high-volume pullback into the weekend, fresh institutional-position headlines, and a steady drumbeat of commentary around insider transactions and dilution mechanics tied to recent SEC filings. The stock closed Friday at $8.48, down $0.65 (-7.12%) on the day after swinging between $8.43 and $9.17. Trading volume was strikingly elevated at roughly 49 million shares, which matters because in thin, year-end liquidity, large orders can move prices
28 December 2025
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Astera Labs (ALAB) Stock Weekend Update: Fresh Institutional Filings, Analyst Outlook, and What Investors Should Watch Before Monday’s Open

Astera Labs (ALAB) Stock Weekend Update: Fresh Institutional Filings, Analyst Outlook, and What Investors Should Watch Before Monday’s Open

NEW YORK, Dec. 27, 2025, 4:50 PM ET — Market closed (weekend) Astera Labs, Inc. (Nasdaq: ALAB) heads into the final week of 2025 with investors balancing two storylines: the stock’s short-term volatility in a thin, post-holiday tape and the longer-term bullish debate around AI infrastructure connectivity demand—where Astera sits at the intersection of PCIe, CXL, and next-gen rack-scale architectures. With U.S. markets closed Saturday, ALAB’s most recent reference point is Friday’s session (Dec. 26), when shares finished at $167.26, down 1.59%, after trading between roughly $166.10 and $172.88. StockAnalysis+1 In late trading Friday evening, the stock was indicated around
27 December 2025
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Bristol-Myers Squibb (BMY) Stock: Weekend Market Close, Fresh Institutional Filings, and What to Watch Before Monday’s Open

Bristol-Myers Squibb (BMY) Stock: Weekend Market Close, Fresh Institutional Filings, and What to Watch Before Monday’s Open

NEW YORK, Dec. 27, 2025, 3:10 p.m. ET — Market closed Bristol-Myers Squibb Company (NYSE: BMY) stock is heading into the weekend with U.S. equity markets closed, leaving investors to digest the latest batch of institutional ownership updates and re-check near-term catalysts that could matter when trading resumes Monday. The pharmaceutical giant finished the most recent regular session (Friday) essentially flat, while broader benchmarks also showed little movement—typical of late-December, liquidity-thinner trading. Bristol Myers Squibb Investors BMY stock price recap: where shares last traded BMS’ investor relations quote page shows BMY at $54.64 as of Dec. 26 at 4:00 p.m.
27 December 2025
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Invesco QQQ (QQQ) Sees New Institutional Position Shifts on Dec. 26 as Nasdaq-100 ETF Trading Resumes After Christmas

Invesco QQQ (QQQ) Sees New Institutional Position Shifts on Dec. 26 as Nasdaq-100 ETF Trading Resumes After Christmas

December 26, 2025 — A fresh wave of institutional disclosures published Friday shows investment advisers and money managers continuing to fine-tune exposure to the Invesco QQQ ETF (NASDAQ: QQQ), one of the market’s most closely watched proxies for the Nasdaq-100 and U.S. mega-cap growth stocks. The latest updates, drawn from SEC Form 13F filings covering the third quarter (Q3), show a mix of additions and trims—an outcome that underscores how QQQ remains a core portfolio building block even as investors debate the durability of the tech-led rally heading into 2026. MarketBeat Friday’s filings arrive in a market environment defined by
26 December 2025
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Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

December 25, 2025 — A new batch of SEC filings is offering a clearer look at how professional money managers are positioning around Meta Platforms (NASDAQ: META) going into 2026. Several firms disclosed new stakes or sizeable increases in Meta during the third quarter, while other investors trimmed exposure—a split-screen picture that comes as Meta faces a new wave of European regulatory pressure tied to WhatsApp and rival AI chatbots, and as Wall Street debates whether Meta’s AI spending surge will translate into durable returns. Reuters Below is what’s new on Dec. 25, 2025, and why these filings matter for
25 December 2025
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Waste Management (WM) Stock News on Dec. 24, 2025: Institutional Buys, Employee Trading Blackout, and a 2026 Dividend-and-Buyback Push

Waste Management (WM) Stock News on Dec. 24, 2025: Institutional Buys, Employee Trading Blackout, and a 2026 Dividend-and-Buyback Push

December 24, 2025 — Waste Management’s rebranded parent, WM (NYSE: WM), is ending 2025 with a familiar mix of defensive appeal and valuation debate—only now the story is getting sharper. On Dec. 24, 2025, fresh disclosures highlighted new institutional accumulation in the stock, while a company retirement-plan trading blackout begins today. At the same time, investors are still digesting WM’s “next chapter”: integrating Stericycle’s medical waste business, defending premium margins in its core operations, and setting up a 2026 capital-return program that includes a planned dividend increase and a $3 billion repurchase authorization. TradingView+4MarketBeat+4MarketBeat+4 Below is everything investors are watching—built
24 December 2025
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Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

December 24, 2025 — Alphabet is getting two kinds of attention heading into year-end: fresh institutional ownership disclosures that reveal who trimmed or added exposure during the third quarter, and a blockbuster infrastructure move that signals just how central electricity has become to the AI race. On one side are newly posted SEC-linked updates spotlighting how several wealth managers and trusts adjusted positions in Alphabet’s stock during Q3 (reported publicly this week). On the other is Alphabet’s agreement to acquire Intersect, an energy-and-data-center infrastructure specialist, in a deal designed to speed up new power generation and data center capacity—because in
24 December 2025
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TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

On December 22, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) and its U.S.-listed ADR (NYSE: TSM) landed back in the spotlight as a new set of institutional ownership disclosures highlighted fresh buying and position increases, even as other managers continued to trim exposure in recent filings. In Monday trading, TSM was changing hands around the $294 level, underscoring how closely the market is tracking the chipmaking giant’s AI-driven momentum heading into year-end. While these filings don’t reveal “today’s” trades in real time, they offer a valuable window into how professional money managers were positioning during the most recently reported quarter—especially in
22 December 2025
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TransUnion Stock (TRU) Gains Fresh Attention as Institutional Investors Build Stakes and “Data Investments” Thesis Takes Shape

TransUnion Stock (TRU) Gains Fresh Attention as Institutional Investors Build Stakes and “Data Investments” Thesis Takes Shape

December 22, 2025 — TransUnion (NYSE: TRU) is back in focus heading into year-end as a new wave of regulatory filings shows select institutional investors initiating or expanding positions, while fresh valuation commentary highlights the company’s multi-year push into data, analytics, marketing measurement, and fraud prevention. Three developments are setting the tone as of 22.12.2025: Institutional investors: Addenda Capital and Threadgill Financial disclose new TRU stakes Two recent MarketBeat reports summarizing institutional filings highlight new positions in TransUnion during the third quarter: These filings don’t guarantee a coordinated view on the stock—but they do show that, even after a choppy
22 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:46 AM EST Sensex and Nifty Bounce Back Amid IT Sector Weakness, Eyes on US-India Trade Deal February 7, 2026, 12:46 AM EST. India's Sensex rose 0.3% to 83,580.40 and Nifty gained 0.2% to 25,693.7 on Friday, recovering from early losses. The Nifty IT index dropped 1.5%, extending a weekly fall of 5%, pressured by a global tech sell-off linked to rising AI spending and competition. Foreign investors bought equities worth ₹1,951 crore, while domestic institutions sold ₹1,265 crore. The market is cautiously awaiting details of the US-India
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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