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NasdaqGS:TER
NasdaqGS:TERSemiconductor

S&P 500 Futures Rise as Fed Caution Tempers Outlook

The Morning Bull - US Market Morning Update Thursday, Oct, 30 2025 US Market stock futures are pointing to a mixed open this morning, as investors weigh the Federal Reserve’s decision to hold rates steady and signal a pause following recent cuts. The main focus today centers on how the Fed’s cautious tone and steady policy are shaping expectations for future rate moves. There is some concern that sustained higher borrowing costs could temper consumer and business momentum in the months...
OM:TRUE B
OM:TRUE BSoftware

Truecaller (OM:TRUE B) Margin Compression Challenges Bullish Profitability Narratives

Truecaller (OM:TRUE B) posted a net profit margin of 23.7%, down from last year’s 27.6% as margin compression weighed despite ongoing profitability. The company has delivered strong annual earnings growth of 23.6% over the past five years and is expected to maintain momentum, with forward earnings projected to rise 17.8% per year and revenues forecast to increase 16.4% annually, easily outpacing the Swedish market’s averages. Although the recent dip in margins may grab attention, Truecaller’s...
XTRA:WAF
XTRA:WAFSemiconductor

Siltronic (XTRA:WAF) Forecasts 102.59% Annual Earnings Growth, Testing Profit Recovery Narratives

Siltronic (XTRA:WAF) reported revenue expected to grow at 7.8% per year, outpacing the German market’s 6.4% rate. While losses have climbed by 20% per year over the past five years and the net profit margin has yet to improve, forecasts call for a dramatic turnaround with earnings projected to jump 102.59% annually. This sets the stage for a return to profitability within three years. Investors are weighing these bold growth expectations and attractive valuation metrics against a recent...
NasdaqGS:UCTT
NasdaqGS:UCTTSemiconductor

Ultra Clean Holdings (UCTT): Losses Worsen, Challenging Bullish Revenue Growth Narratives

Ultra Clean Holdings (UCTT) reported persistent unprofitability this quarter, with annual losses having grown rapidly at a rate of 62% per year over the last five years. Despite the red ink, revenue is forecast to rise by 10.6% per year, just above the broader US market’s 10.2% outlook. The company’s price-to-sales ratio of 0.6x stands well below both peers and the semiconductor industry average. For investors, robust revenue growth and relative valuation might offer reasons for optimism, but...