U.S. Semiconductors Stock News

Amazon.com (NasdaqGS:AMZN) is reported to be in advanced talks to acquire satellite telecom provider Globalstar. The potential deal would support Amazon's efforts to build a low earth orbit satellite network and expand space based connectivity services. Discussions come after recent commercial and technology partnerships, including a Wi Fi arrangement with Delta Air Lines and a Skyward reseller agreement. Apple's existing ownership stake in Globalstar adds complexity to the negotiations and...

Why Antero Midstream is on investors’ radar today Antero Midstream (AM) has been drawing fresh attention after recent share price moves, with the stock showing a 1.1% decline over the last day and a 4.4% pullback over the past week. At a last close of US$22.55 and a market value of about US$10.8b, the midstream operator’s recent performance sits between a 1.6% decline over the past month and a 26.8% gain over the past 3 months. See our latest analysis for Antero Midstream. Even with the...

If you are wondering whether Corebridge Financial's current share price still offers value or if most of the opportunity has already been priced in, this article walks through the key clues in the valuation. The stock last closed at US$24.13, with a 0.2% decline over 7 days, a 7.1% decline over 30 days, a 20.5% decline year to date, and an 89.5% gain over 3 years, which can leave the current risk and reward trade off feeling unclear. Recent coverage has focused on Corebridge Financial's...

Loop Industries, Inc. ( NASDAQ:LOOP ) is possibly approaching a major achievement in its business, so we would like to...

comScore, Inc.'s ( NASDAQ:SCOR ) robust recent earnings didn't do much to move the stock. We believe that shareholders...

SES AI stock snapshot and recent performance SES AI (SES) has drawn fresh attention as investors reassess battery and energy storage names, with the stock trading around US$0.95 and recent returns showing mixed short and longer term performance. See our latest analysis for SES AI. At a latest share price of US$0.95, SES AI’s recent pressure is clear, with a 30-day share price return of 42.76% and a year to date share price return decline of 50.51%, while the 1-year total shareholder return of...

In March 2026, Quanta Services, Inc. affirmed a quarterly cash dividend of US$0.11 per share, with an ex-dividend and record date of April 2, 2026, and payment scheduled for April 10, 2026. At its 2026 Investor Day, Quanta’s leadership outlined ambitious long-term targets and an expanded role across power, technology, and supply chain capabilities, underscoring management’s confidence in the company’s multi-year growth ambitions. Now we’ll examine how Quanta’s new long-term growth targets,...

Bridgewater Associates, led by Ray Dalio, significantly expanded its position in Lam Research (NasdaqGS:LRCX) in the third quarter of 2025. The fund now holds over 3 million shares of Lam Research, following an earlier trim and subsequent increase in its stake in late 2025. This position reflects institutional interest in Lam's role in AI focused semiconductor equipment, particularly in etch and deposition tools. Lam Research supplies wafer fabrication equipment used in etch and deposition,...

Taysha Gene Therapies reported full-year 2025 results showing sales of US$9.77 million versus US$8.33 million a year earlier, alongside a wider net loss of US$109.0 million and a slightly improved basic loss per share of US$0.34 from continuing operations. The company also reinforced its push toward commercialization by appointing Brad Martin, who has extensive gene therapy market access experience including work on Zolgensma, as Senior Vice President of Market Access and Value in February...

Robinhood Banking has accumulated more than $1.5b in deposits in under six months. Nearly 100,000 customers are using the banking product, alongside trading and crypto services. The move pushes Robinhood Markets (NasdaqGS:HOOD) further toward a full-service financial app model. For you as an investor, this development signals that Robinhood is pushing beyond its original role as a trading platform into broader financial services. Banking now sits alongside equities, options, and crypto...

UK retail investors in Strategy's Bitcoin backed STRC preferred stock face a heavier tax bill, as monthly payouts are treated as foreign dividends rather than capital gains. Strategy has paused Bitcoin purchases after a 13 week buying run, while keeping the STRC dividend at 11.5% for the first time since launch. The company is leaning on a $42b at the market program, shifting how it raises capital and manages its Bitcoin exposure. For anyone looking at Strategy (NasdaqGS:MSTR), the tax...

Context for Harmony Biosciences Holdings (HRMY) after Recent Share Performance Harmony Biosciences Holdings (HRMY) has drawn attention after its shares showed mixed short term moves, with a small gain over the past week but declines over the past month and past 3 months. Against that backdrop, investors are weighing the company’s current US$1.6b market value, its recent revenue of US$868.5 million, its net income of US$158.7 million, and its rare neurological disease pipeline. See our latest...

Nucor’s latest guidance and capital returns Nucor (NUE) has attracted fresh attention after issuing first quarter earnings guidance of US$2.70 to US$2.80 per diluted share, along with new analyst coverage and updates on buybacks and dividends. See our latest analysis for Nucor. At a share price of US$173.72, Nucor’s recent 1-day and 7-day share price returns of 2.73% and 5.18% suggest improving near term momentum, while its 43.34% 1-year total shareholder return points to strong longer term...

In the past quarter, H&R Block reported an 11.1% year-on-year revenue increase, beating analyst expectations by 7.4% on the back of stronger in-person and online tax preparation services. This outperformance highlights how recent operational improvements across its assisted and digital channels are translating into materially better peak-season execution. Now we’ll explore how this revenue beat, driven by stronger in-person and online tax preparation, may influence H&R Block’s investment...

Index removal puts fresh focus on Alexandria Real Estate Equities (ARE) Alexandria Real Estate Equities (ARE) was recently removed from the FTSE All-World Index, an event that can influence institutional ownership patterns and trading volumes as index-tracking funds adjust their positions. See our latest analysis for Alexandria Real Estate Equities. That index removal comes after a sharp reset in sentiment, with a 1-day share price return of negative 6.74% and a 30-day share price return of...

Rivian Automotive stock: event driven snapshot Rivian Automotive (RIVN) is back in focus for investors after recent share price moves, with the stock closing at US$14.94 and showing mixed performance over the past week, month, and past 3 months. See our latest analysis for Rivian Automotive. Against a backdrop of a 23.0% year to date share price decline and a 24.2% 3 month share price return, Rivian’s 19.6% 1 year total shareholder return suggests recent selling pressure contrasts with longer...

This article looks at whether Grab Holdings at US$3.67 may be starting to look interesting from a value perspective, or whether the market remains cautious, by exploring what the current price might be implying. The stock has seen a 1.6% decline over the last week, a 12.2% decline over the last month, a 27.8% decline year to date, a 20.4% decline over the last year, a 17.6% return over three years, and a 72.0% decline over five years. Taken together, these figures provide a mixed picture of...

Douglas Emmett (DEI) has been drawing attention after recent share price weakness, with the stock down over the past month and the past three months. Investors are revisiting its office- and multifamily-focused real estate portfolio. See our latest analysis for Douglas Emmett. The recent weakness fits a longer pattern, with a 30-day share price return of 5.04% and a year to date share price return of a 16.62% decline, while the 1-year total shareholder return of 39.69% points to fading...

Why Kenvue’s dermatology push matters for stock watchers Kenvue (KVUE) just put its skin and hair health portfolio in the spotlight at the 2026 American Academy of Dermatology meeting, showcasing new formulations, ingredient research, and deeper engagement with dermatology professionals. See our latest analysis for Kenvue. Despite the dermatology buzz, Kenvue’s share price return has been mixed, with a 1-day move of 0.81% and a 90-day share price return of 0.75%, while the 1-year total...

In March 2026, Indivior Pharmaceuticals announced a new cost impact model showing that its monthly extended-release buprenorphine injection SUBLOCADE® may significantly reduce staff time and related costs for treating opioid use disorder in jails and prisons compared with other medications. The study highlights that eliminating daily observed dosing and patient escorts could yield meaningful operational efficiencies for correctional facilities, although the model does not include drug...

Realty Income (NYSE:O) priced an $800 million senior unsecured notes offering due 2033. The company plans to use the proceeds for general corporate purposes, including debt repayment, acquisitions, and development. This issue adds long term, fixed rate funding to Realty Income's existing mix of public and private capital sources. Realty Income, a large net lease REIT trading as NYSE:O, focuses on owning single tenant commercial properties under long term leases. The new 2033 notes come as...

Altria Group (MO) is in focus after its Helix subsidiary began a nationwide rollout of on! PLUS nicotine pouches, following U.S. Food and Drug Administration authorization through an expedited review pilot program. See our latest analysis for Altria Group. Altria's recent product news comes as the share price sits at US$65.48, with a 90 day share price return of 13.6% and a 1 year total shareholder return of 22.7%. This suggests momentum has been building despite legal and regulatory...

Why Campbell's fiscal Q2 miss and guidance cut matter for shareholders Campbell's (CPB) recently missed fiscal Q2 estimates and reduced guidance, now expecting a 1 to 2% decline in organic net sales, a combination that has clearly affected sentiment around the stock. See our latest analysis for Campbell's. The guidance cut and Q2 miss have gone hand in hand with a year-to-date share price return of negative 19.23% and a 1-year total shareholder return of negative 40.30%, pointing to fading...

Aehr Test Systems recently announced an initial order from a major global networking customer for its FOX-XP and FOX-NP wafer-level burn-in systems, supporting silicon photonics-based transceivers for hyperscale AI and cloud data centers, with shipments planned in its fiscal fourth quarter ending May 29, 2026. This win highlights how wafer-level burn-in is becoming embedded in the silicon photonics manufacturing flow, potentially making data center optical interconnects a more meaningful...