U.S. Semiconductors Stock News

Why CME Group’s latest earnings matter for shareholders CME Group (CME) just released fourth quarter and full year 2025 results, giving you fresh numbers on how the futures exchange operator is performing and where its growth engines currently sit. The company reported fourth quarter revenue of US$1,648.7 million and net income of US$1,182.9 million, with diluted earnings per share from continuing operations of US$3.24. For the full year, revenue was US$6,520.6 million and net income reached...

GE HealthCare Technologies (NasdaqGS:GEHC) has expanded its Voluson ultrasound platform with AI-powered prenatal and fetal tools from BrightHeart's B-Right AI Platform and Diagnoly's Fetoly platform. Both AI solutions recently received FDA 510(k) clearance and CE Marking, supporting clinical use in multiple regions. The company also announced FDA clearance for its Allia Moveo interventional imaging system in cardiovascular and surgical imaging. GE HealthCare Technologies, trading at $80.65,...

Huntington Ingalls Industries (NYSE:HII) completed successful builder’s sea trials for the John F. Kennedy (CVN 79), its second Ford class aircraft carrier. The milestone marks a key step in moving CVN 79 closer to delivery and operational readiness for the U.S. Navy. The trials tested core ship systems at sea, highlighting progress in HII’s nuclear powered carrier program. For investors tracking defense contractors, this progress comes with HII shares trading around $397.77. The company...

Mondelez International (MDLZ) has put investors in reassessment mode after reporting Q4 results that beat expectations while guiding for 2026 organic net revenue growth of flat to 2%, citing cocoa volatility and cost pressures. See our latest analysis for Mondelez International. The latest earnings update and 2026 guidance arrive after a solid 11.87% year to date share price return and an 8.95% 1 month share price gain. At the same time, the 1 year total shareholder return of 5.93% and...

Cullen/Frost Bankers recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income year over year, alongside board approval of continued common and preferred dividends and a new US$300 million share repurchase program. The company also refreshed its board with the addition of experienced executives Marsha M. Shields and Jeff Rummel, while highlighting Texas-focused branch expansion, strong organic customer growth, and historically high levels...

Why Henry Schein Is Back on Investors’ Radar Henry Schein (HSIC) has drawn fresh attention after a stretch of mixed share performance, with modest gains over the past month and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Henry Schein. At a share price of US$79.72, Henry Schein has recently seen stronger short term momentum, with a 1 day share price return of 3.53% and a 90 day share price return of 9.21%, while the 1 year total...

Tradeweb Markets (NasdaqGS:TW) has introduced fully electronic multi-asset package trading for USD-denominated swaps. The new workflow lets clients execute interest rate swaps and bonds together in a single electronic trade. This rollout extends Tradeweb's existing electronic trading capabilities across fixed income and derivatives. Tradeweb Markets, trading at $112.13, sits at the center of electronic fixed-income and derivatives trading, and this latest product builds on that role. The...

Fourth quarter earnings and dividend move draw investor focus Arthur J. Gallagher (AJG) is back in the spotlight after fourth quarter 2025 earnings showed higher revenue alongside lower quarterly net income and diluted EPS, paired with a fresh increase to its quarterly dividend. See our latest analysis for Arthur J. Gallagher. At a share price of $241.58, Arthur J. Gallagher has seen a 1 month share price return of an 8.70% decline and a 1 year total shareholder return of a 24.40% decline...

Sirius XM Holdings (SIRI) surprised investors with better than expected fourth quarter results, featuring record free cash flow, strong podcast revenue, a second consecutive quarter of self pay subscriber gains, and a record low churn rate. See our latest analysis for Sirius XM Holdings. Those results came after a sharp 9% to 10% jump on the earnings headline and a later 4.1% daily share price pullback. This reflected investors balancing improved cash generation against softer guidance and...

Simply Good Foods (SMPL) is back in focus after Joe Scalzo returned as CEO and joined the board, following Geoff Tanner’s departure. Investors are watching how this leadership change shapes priorities across Atkins, Quest and OWYN. See our latest analysis for Simply Good Foods. Despite the leadership reset and new incentive plans, Simply Good Foods’ 1 month share price return of a 19.0% decline and 1 year total shareholder return of a 53.0% decline point to fading momentum, even after recent...

Cape Town plans to significantly increase municipal rates on short term rental properties, including Airbnb listings. The move is aimed at addressing housing affordability pressures in the city. The decision targets hosts using platforms such as Airbnb, tightening the cost of operating short term rentals. For Airbnb, listed as NasdaqGS:ABNB, Cape Town’s proposal fits into a broader pattern of city level rules that are reshaping how hosts can use residential properties. Short term rentals...

Why Fair Isaac (FICO) Is On Investors’ Radar Today Fair Isaac (FICO) is drawing attention after recent share price moves, with the stock last closing at US$1,391 and showing weak returns over the past month and past 3 months. See our latest analysis for Fair Isaac. That recent 2.48% 1 day share price gain comes after a tougher stretch, with the 30 day share price return of 16.48% and year to date share price return of 15.35% both pointing to fading short term momentum. This is even as the 3...

Amdocs (DOX) is back in the spotlight after issuing softer full year 2026 guidance, pairing it with a planned CEO transition and fresh customer and product updates that leave investors weighing execution risk more carefully. See our latest analysis for Amdocs. The recent guidance cut and CEO succession announcement have been accompanied by weaker momentum, with a 7 day share price return of 10.5% and a 90 day share price return of 14.21%. This has contributed to a 1 year total shareholder...

Coterra Energy and Devon Energy have entered a definitive merger agreement, combining the two oil and gas producers. The deal involves significant shareholder participation, including input from major investor Kimmeridge. Coterra has announced upcoming changes to its board structure tied to the merger. A shareholder fairness investigation is underway to review the terms and process of the transaction. Coterra Energy, trading on the NYSE under ticker NYSE:CTRA, is entering a new phase as it...

Wavytalk’s debut on Ulta.com gives Ulta Beauty (ULTA) a fresh set of professional styling tools and haircare to feature online, highlighting how product partnerships can shape the stock’s appeal for beauty focused investors. See our latest analysis for Ulta Beauty. These product additions come as Ulta Beauty’s share price sits at $690.37, with a 90 day share price return of 33.65% and a 1 year total shareholder return of 84.20%. Some investors may view this as recent momentum that they...

Lumen Technologies (LUMN) is back in focus after CEO Kate Johnson bought roughly US$500,000 of stock following a post earnings sell off, alongside an earnings beat and a major asset sale to AT&T. See our latest analysis for Lumen Technologies. At a share price of US$8.06, Lumen’s 29.4% 1 day share price return stands out against a weaker 90 day share price return of 23.2%. The 1 year total shareholder return of 61.5% and 3 year total shareholder return of just over 2x suggest longer term...

What Linde’s Acquisition Push Means for Investors Now The latest catalyst for Linde (LIN) is not a single deal, but management’s clear message that acquisitions remain central to its playbook, coming alongside detailed fourth quarter 2025 results. On the earnings call, CEO Sanjiv Lamba highlighted what he described as a robust pipeline of tuck in M&A focused on adding to Linde’s existing supply density rather than pushing into new areas. That framing matters if you are looking at how future...

Brown & Brown, Inc. recently reported full-year 2025 results, posting revenue of US$5.90 billion versus US$4.81 billion a year earlier, alongside net income of US$1.05 billion and slightly lower earnings per share from continuing operations. On the same day, the company announced the passing of Chief Legal Officer Robert Mathis and named Eileen Akerson as interim Chief Legal Officer, bringing leadership continuity into focus at a time of changing profit per share metrics. We will now examine...

Landstar System, Inc. recently reported full-year 2025 results showing lower sales of US$4,743.76 million and a sharp drop in net income to US$115.01 million, alongside a maintained quarterly dividend of US$0.40 per share and ongoing share repurchases completed under its long-running buyback program. Amid this weaker profitability backdrop and freight recession pressures, Landstar also appointed veteran HR leader Terri Lewis as Chief Human Resources Officer to reinforce its people strategy,...

Context for Sun Country Airlines Holdings Sun Country Airlines Holdings (SNCY) has drawn fresh attention after recent trading, with the stock showing double digit moves over the past month and past 3 months, prompting investors to reassess its current valuation. The company reports revenue of US$1,126.769m and net income of US$52.809m. These figures give investors a starting point for thinking about how current pricing lines up with the business it operates. See our latest analysis for Sun...

If you are wondering whether T-Mobile US at around US$197 per share is offering good value right now, or if the opportunity has passed you by, this article breaks down what the current price might imply. The stock is roughly flat over the last week at 0.1%, with a 1.6% decline over 30 days, a 1.1% decline year to date, but returns of 42.2% over 3 years and 65.2% over 5 years. Long term holders have therefore had a very different experience compared with those focused on the last year, which...

FirstCash Holdings, Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting record revenue of US$1.06 billion for the quarter and net income of US$104.17 million, alongside a Board-approved first-quarter 2026 cash dividend of US$0.42 per share payable on February 27, 2026. The company’s earnings per share from continuing operations rose to US$2.35 in the quarter and US$7.42 for 2025, while it continued to return capital to shareholders through dividends and share...

What recent performance tells you about Axalta Coating Systems (AXTA) Axalta Coating Systems (AXTA) has been on many investors’ radars after a period where short term returns contrast with its longer track record. This raises questions about how its current valuation lines up with fundamentals. Over the past month the stock shows a return of about 2.4%, and roughly 17.6% over the past 3 months, while its 1 year total return sits near a 9.2% decline and its 5 year total return is around...

Recent performance context for Freshpet With no single headline event driving attention to Freshpet (FRPT) today, investors are instead focusing on its recent share performance and latest reported fundamentals to reassess where the stock currently stands. Freshpet closed at US$69.90, with a return of about 3.8% over the past day, roughly flat over the past week, and positive over the past month and past 3 months. Over longer stretches, the stock shows a 16.2% return year to date, a 52.5%...