U.S. Semiconductors Stock News

NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon.com (AMZN) Is Down 5.5% After Outlining Massive AI And Cloud Capex Plans - What's Changed

In early February 2026, Amazon.com reported fourth-quarter 2025 revenue of US$213.39 billion and full-year revenue of US$716.92 billion, alongside guidance for first-quarter 2026 net sales of US$173.5 billion to US$178.5 billion and operating income of US$16.5 billion to US$21.5 billion. Ahead of 2026, Amazon also filed a broad universal shelf registration for multiple securities and signaled plans for very large capital expenditure, particularly in AI and cloud infrastructure, prompting...
NYSE:VSH
NYSE:VSHElectronic

Vishay Intertechnology (VSH) Is Down 5.4% After Return To Profitability And New Dividend Declaration – Has The Bull Case Changed?

In early February 2026, Vishay Intertechnology reported fourth-quarter 2025 sales of US$800.92 million with a return to modest profitability, issued first-quarter 2026 revenue guidance of US$800 million to US$830 million, launched new power inductors and sulfur‑resistant chip resistors, and its board later declared a US$0.10 per-share dividend payable on March 26, 2026. Together, the stronger quarterly results, robust order commentary across most product lines, and continued product...
NYSE:DCH
NYSE:DCHAuto Components

Dauch (DCH) Earnings Volatility Tests Bullish Margin Improvement Narrative

Dauch (DCH) just posted its FY 2025 third quarter numbers, with revenue of $1.5 billion, net income of $8.8 million and basic EPS of $0.07, set against trailing twelve month earnings growth of 43.7% and modest 3.1% annual revenue growth. Over recent periods, revenue has moved between $1.4 billion and $1.6 billion per quarter while basic EPS ranged from a loss equivalent of $0.11 in FY 2024 Q4 to $0.32 in FY 2025 Q2, with trailing net income reaching $40.1 million. Taken together, the latest...
NYSE:GTY
NYSE:GTYRetail REITs

Getty Realty (GTY) Is Up 7.9% After Record 2025 Results And Reaffirmed 2026 AFFO Guidance

Getty Realty Corp. has released its fourth-quarter and full-year 2025 results, reporting higher revenues of US$60.55 million for the quarter and US$221.73 million for the year, alongside increased net income and earnings per share, and its board has declared a cash dividend of US$0.485 per common share payable on April 9, 2026. Backed by record 2025 investment activity of about US$269 million at an initial cash yield of 7.9% and a highly occupied, triple-net portfolio, the company reaffirmed...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

How Investors Are Reacting To DocuSign (DOCU) Iris AI eSignature Rollout Across Key Markets

In recent days, DocuSign unveiled new AI-powered eSignature features, including its Iris contract-specific assistant, within its Intelligent Agreement Management platform across the U.S., U.K., and Australia. The launch highlights DocuSign’s push to make complex agreements easier to understand and execute, potentially reshaping how enterprises handle digital contracts and workflows. We’ll now examine how DocuSign’s Iris-powered eSignature rollout could influence the company’s broader...
NYSE:A
NYSE:ALife Sciences

The Bull Case For Agilent Technologies (A) Could Change Following New PD-L1 Test Approval And Dividend News

In February 2026, Agilent Technologies announced that it will pay a US$0.255 quarterly dividend per share on April 22, 2026, to shareholders of record as of March 31, 2026, while also receiving U.S. FDA approval for its PD-L1 IHC 22C3 pharmDx companion diagnostic to guide first-line use of Keytruda in several hard-to-treat cancers including epithelial ovarian carcinoma. This latest FDA approval broadens Agilent’s role in precision oncology diagnostics, potentially deepening its integration...
NasdaqGS:VFS
NasdaqGS:VFSAuto

How Investors Are Reacting To VinFast Auto (VFS) Surging January EV Deliveries And Kinshasa Taxi Deal

VinFast Auto reported that January 2026 electric vehicle deliveries reached 16,172 units, a 55% year-on-year increase in monthly volumes. This acceleration in reported deliveries comes alongside a new Memorandum of Understanding to supply EVs for green taxi services in Kinshasa, broadening VinFast’s international reach. With this sharp January delivery growth as a backdrop, we’ll now examine how it may influence VinFast’s existing investment narrative. We've uncovered the 13 dividend...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Is Chewy (CHWY) Pricing Look Compelling After A Steep Multi‑Year Share Decline?

If you are wondering whether Chewy's current share price really reflects what the business is worth, you are not alone. This article will walk through what the market might be pricing in today. Chewy's shares last closed at US$24.23, after returns of a 13.5% decline over the past week, a 24.4% decline over the last month, and a 27.7% decline year to date, with a 35.7% decline over one year and a 45.7% decline over three years, while the five-year return sits at a 78.7% decline. Recent...
NYSE:NNN
NYSE:NNNRetail REITs

Is NNN REIT (NNN) Price Moves Justified By Recent Real Estate Sector Sentiment?

If you are wondering whether NNN REIT is offering fair value at today’s price, this article will walk through how its current market price stacks up against several valuation checks. With the share price at US$44.34 and returns of 3.3% over 7 days, 5.7% over 30 days, 12.2% year to date, 16.2% over 1 year, 11.8% over 3 years and 36.4% over 5 years, many investors are asking what that means for value right now. Recent news coverage around NNN REIT has focused on its position in the real estate...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

FTC Scrutiny Tests Microsoft Cloud Bundling And AI Expansion Story

The U.S. Federal Trade Commission has expanded its antitrust probe into Microsoft’s cloud, enterprise software, and AI practices, issuing new investigative demands to competitors. Regulators are scrutinizing areas such as software bundling, market power in cloud services, and how AI offerings are integrated across Microsoft’s product suite. Microsoft (NasdaqGS:MSFT) is accelerating development of its own AI foundation models while also backing third party firms like Anthropic and...
NasdaqGS:ACDC
NasdaqGS:ACDCEnergy Services

A Look At ProFrac Holding (ACDC) Valuation After Recent Share Price Momentum And Conflicting Fair Value Estimates

ProFrac Holding (ACDC) has drawn attention after recent trading, with the stock closing at US$5.47 and showing sharply different results over the past month, past 3 months, and year. See our latest analysis for ProFrac Holding. The recent 30-day share price return of 27.51% and 90-day share price return of 43.19% contrast with a 1-year total shareholder return decline of 31.02% and a 3-year total shareholder return decline of 74.22%. This suggests that short-term momentum has picked up after...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson Selloff Tests AI Story Against Rich Valuation

C.H. Robinson Worldwide (NasdaqGS:CHRW) shares were hit by a sharp selloff as logistics stocks fell on concerns about artificial intelligence driven disruption. The pullback followed technology firms promoting AI freight tools, which fueled worries about pressure on traditional freight brokerage models. C.H. Robinson responded by stressing its own AI capabilities and experience applying data and automation across its network. C.H. Robinson enters this AI debate after a strong run, with the...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Is Tetra Tech (TTEK) Offering An Opportunity After Recent 11% Share Price Pullback

If you are wondering whether Tetra Tech's share price still reflects fair value or if the market is missing something, you are in the right place for a closer look at what you are paying for each dollar of the business. Tetra Tech's stock recently closed at US$36.70, with returns of 9.0% year to date and 20.8% over the past year, although the last 7 days saw an 11.1% pullback while the 30 day return sits at 0.7%. Recent headlines around Tetra Tech have focused on its role in engineering and...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety (MSA) Valuation Check After Q4 2025 Earnings Beat And Optimistic 2026 Outlook

MSA Safety (MSA) is back in focus after reporting Q4 and full year 2025 results that topped revenue and profit expectations, helped by strong detection segment performance and tight cost control. See our latest analysis for MSA Safety. The latest set of results appears to have kept momentum intact, with the 30 day share price return of 12.11% and 90 day gain of 29.21% lifting the stock to US$201.94. Over the past year, total shareholder return of 29.20% and a 3 year total shareholder return...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Is It Time To Reassess Booking Holdings (BKNG) After The Recent Share Price Slide

If you are wondering whether Booking Holdings is starting to look attractively priced after a rough patch, this article walks through what the current share price might be telling you about its value. The stock last closed at US$4,140.60, with returns of a 7.1% decline over 7 days, a 20.2% decline over 30 days, a 22.2% decline year to date, but gains of 70.9% over 3 years and 83.5% over 5 years, which can change how investors think about both risk and opportunity. Recent coverage around the...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Millicom Chile Deal With NJJ Adds Scale And Future Ownership Option

Millicom International Cellular and NJJ have acquired Telefonica's operations in Chile, expanding Millicom's reach in South America. The deal gives Millicom operational control in Chile from day one through a partnership and structured financial arrangement. The transaction includes an option for Millicom to buy NJJ's stake in the future, aligning with its capital allocation plans. For investors tracking NasdaqGS:TIGO, this Chile acquisition sits alongside a share price of $65.71 and multi...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

A Look At Tilray Brands (TLRY) Valuation After Recent Share Price Weakness

Why Tilray Brands Is On Investor Radar Today Tilray Brands (NasdaqGS:TLRY) has been drawing attention after a stretch of weak share performance, including a roughly 24% decline over the past month and about 30% over the past 3 months. See our latest analysis for Tilray Brands. Tilray Brands' recent slide, including a 24.1% 30 day share price return decline and a 30.5% 90 day share price return decline, sits alongside a 19.5% 1 year total shareholder return decline. This points to fading...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Assessing Frontdoor (FTDR) Valuation After Recent Mixed Share Price Performance

Recent performance snapshot for Frontdoor (FTDR) With no single headline event driving Frontdoor (FTDR) today, investors are instead working off its recent trading pattern. This includes a decline of about 6% over the past month and a gain of roughly 11% over the past 3 months. See our latest analysis for Frontdoor. At a share price of US$56.64, Frontdoor’s recent 10.75% 3 month share price return contrasts with a 4.74% decline in 1 year total shareholder return. This suggests that shorter...
NYSE:KN
NYSE:KNElectronic

A Look At Knowles (KN) Valuation After Strong Q4 And Full Year Results

Why Knowles Is Back on Investors’ Radar Knowles (KN) is back in focus after a strong fourth quarter and full year, with management pointing to broad-based demand and new design wins across medical, defense, industrial, and energy markets. See our latest analysis for Knowles. Those results and fresh guidance have arrived alongside a 1 month share price return of 13.71% and a 90 day share price return of 26.05%. The 1 year total shareholder return of 49.21% suggests momentum has been building...
NYSE:APG
NYSE:APGConstruction

Is APi Group (APG) Still Attractively Priced After Strong Multi Year Share Price Gains

If you are wondering whether APi Group's current share price offers fair value or not, you are not alone. This article will walk through what the numbers actually say. The stock recently closed at US$44.41, with returns of 5.7% over 30 days, 14.0% year to date, 77.6% over 1 year and 202.0% over 3 years. These figures can change how investors think about both upside and risk. These moves have put a fresh spotlight on how the market is pricing APi Group, and whether the current valuation still...
NasdaqGS:FORR
NasdaqGS:FORRProfessional Services

Forrester Research (FORR) Q4 Loss Of US$33.9 Million Reinforces Bearish Earnings Narratives

Forrester Research (FORR) has just closed out FY 2025 with Q4 revenue of US$101.1 million and a basic EPS loss of US$1.78, alongside a quarterly net loss of US$33.9 million that keeps profitability firmly in the red. Looking back across recent quarters, revenue has moved between US$89.9 million and US$111.7 million, while basic EPS has swung from a loss of US$4.62 to a modest profit of US$0.21. Together, these figures present a picture where top line stability contrasts with pressure on...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Assessing Diodes (DIOD) Valuation After A Sharp Short-Term Share Price Rally

With no single headline event driving Diodes (DIOD) today, the recent share performance stands out, including a 17% move over the past week and gains over the month and past 3 months. See our latest analysis for Diodes. The recent rally sits against a mixed backdrop, with a 38.19% year to date share price return and 32.92% total shareholder return over 1 year, but total shareholder returns over 3 and 5 years at 24.39% and 15.49% declines, which suggests momentum has picked up only in the more...
NYSE:BXP
NYSE:BXPOffice REITs

Assessing Boston Properties (BXP) Valuation After Mixed Recent Share Price Performance

BXP (BXP) has been drawing attention after recent share price moves, with the stock showing a 4.1% gain over the past day but negative returns over the past week, month, and past 3 months. See our latest analysis for BXP. That one day 4.1% share price gain stands against weaker recent momentum, with a 30 day share price return decline of 7.35% and a year to date share price return decline of 9.33%. The 1 year total shareholder return decline of 8.94% contrasts with a modest 3 year total...
NYSE:EQT
NYSE:EQTOil and Gas

EQT (EQT) Valuation Check After Recent Share Price Strength And Mixed Shorter Term Returns

How EQT’s Recent Performance Sets Up the Investment Debate EQT (EQT) has caught investor attention after a month return of 16.8%, contrasting with a slight 3 month decline of 2.0%. This mix of shorter term strength and recent softness is shaping current sentiment. See our latest analysis for EQT. With the share price at $58.70, EQT’s recent 16.8% 1 month share price return and 9.8% year to date share price return contrast with a modest 2.0% 3 month pullback. The 1 year total shareholder...