Institutional investors snapped up semiconductor stocks in the first quarter, adding new positions across chipmakers tracked via SEC filings from roughly 6,600 hedge funds, pension funds, and other investors. Reuters data shows nearly 5,000 buyers among those who filed 13-F reports. Micron led with a 154% YTD surge and 2,440 institutions taking new positions, while Intel gained 195% YTD on turnaround momentum. AI infrastructure and data-center-linked names also attracted heavy buying, alongside unusual demand for utilities.
Cognizant Technology Solutions said its CEO Ravi Kumar S realised $10.7 million in compensation in 2025, up more than 30% from $8.2 million in 2024, based on US SEC filings. The jump highlights how executive pay can surge year over year even as market expectations and business performance remain under close scrutiny.
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