U.S. Semiconductors Stock News

Constellation Brands (STZ) has just posted Q3 2026 results with revenue of US$2,222.8 million and basic EPS of US$2.88, while trailing twelve month revenue came in at US$9.4 billion and EPS at US$6.27. Over recent quarters, revenue has ranged from US$2,164.2 million in Q4 2025 to US$2,515 million in Q1 2026, with basic EPS moving from a loss of US$2.09 in Q4 2025 to positive readings between US$2.65 and US$2.90 across 2026 so far. This sets up the latest quarter against a backdrop of shifting...

Sunrun (RUN) is back in focus after two financing moves: a new joint venture with HA Sustainable Infrastructure Capital to fund distributed energy assets, and a fresh amendment to its main corporate credit facility. See our latest analysis for Sunrun. The joint venture and credit facility amendment have arrived as Sunrun’s share price has been under pressure this year, with a year to date share price return of 5.86% decline, a 1 year total shareholder return of 70.23%, and a 5 year total...

Occidental Petroleum has completed the sale of its OxyChem chemical business to Berkshire Hathaway for US$9.70 billion in cash, and plans to use the proceeds to cut debt and concentrate on its core oil and gas portfolio. This divestment materially reshapes Occidental’s business mix by exiting chemicals while freeing up capital to accelerate development of assets like the Permian and Gulf of Mexico waterfloods. We’ll now examine how redirecting US$9.70 billion from chemicals into oil, gas,...

CureVac N.V. recently closed its August 14, 2020 shelf registration in the amount of €3.21 million, covering 26,768,980 common shares for an ESOP-related offering. A day earlier, CureVac was removed from the NASDAQ Composite Index, a change that can influence trading behavior as index-tracking investors rebalance their holdings. We will now examine how CureVac’s removal from the NASDAQ Composite Index may influence its pre-existing investment narrative and risk profile. Uncover the next big...

In recent days, Driven Brands Holdings has attracted attention as Emeth Value Capital lifted its stake by 582,255 shares in the fourth quarter, while management reported revenue and adjusted EBITDA growth, narrowed full-year guidance, and continued to reduce net leverage. These developments come against a backdrop of an aging U.S. vehicle fleet and more complex automotive technology, which are supporting demand for professional maintenance and repair services across Driven Brands’ broad...

Event context and why Marqeta is on investors’ radar Marqeta (MQ) is back in focus after recent trading left the stock at US$4.81, with a 1 day return of about a 1% decline, a slight gain over the past week, and mixed performance over the past 3 months and year. See our latest analysis for Marqeta. That combination of a 3.66% year to date share price return, a 25.26% total shareholder return over one year, and a 29.16% total shareholder loss over three years suggests momentum has picked up...

If you are wondering whether V.F at around US$20.19 is a bargain or a value trap, you are not alone. The stock has been on many investors' watchlists this year. The share price has moved by 11.7% over the last week and 11.1% over the last month, while the 1-year return of a 4.1% decline and 5-year return of a 72.0% decline paint a very different picture for longer-term holders. This mix of short-term gains and longer-term weakness has kept attention on how the business is repositioning...

If you are wondering whether Magnolia Oil & Gas is attractively priced today, the key question is how its current share price lines up with its underlying business value. The stock closed at US$22.21 most recently, with returns of 1.5% over the last 7 days, a 2.8% decline over 30 days, a 1.2% decline year to date, a 6.1% decline over 1 year, a 0.2% gain over 3 years, and a 172.0% gain over 5 years. Recent coverage of Magnolia Oil & Gas has focused on its share price performance over...

Halozyme Therapeutics (HALO) has been in focus after a new collaboration with Skye Bioscience to apply its ENHANZE drug delivery technology to nimacimab, an investigational obesity treatment, as the company expands into metabolic disease. See our latest analysis for Halozyme Therapeutics. The new Skye Bioscience collaboration and December 2025 ENHANZE agreement with Takeda come as Halozyme’s 1 month share price return of 16.58% and 90 day share price return of 12.53% suggest improving...

Aeva Technologies (AEVA) is back in the spotlight after two CES-linked announcements, including NVIDIA’s adoption of its 4D LiDAR for the DRIVE Hyperion platform and the debut of the Omni sensor for physical AI applications. See our latest analysis for Aeva Technologies. Aeva’s recent CES news arrives after a period of sharp swings, with a 7 day share price return of 27.18% and a 1 year total shareholder return above 200%. However, the 5 year total shareholder return remains deeply negative,...

Kenvue has appointed Madhav Nayak as Vice President and Chief Marketing Officer for the Asia-Pacific region, drawing on his prior leadership roles at Yum! Brands, Meta, and Unilever across marketing, strategy, digital, and commercial functions. By bringing in a CMO with deep experience building global consumer brands in Asia, Kenvue is signaling a stronger push to sharpen its marketing and digital execution in one of its most important growth regions. Next, we’ll explore how Nayak’s...

In early January 2026, Moderna reported positive Phase 3 data and submitted regulatory applications in the U.S., EU, Canada, and Australia for its mRNA-1010 seasonal flu vaccine for adults aged 50 and over. This move highlights Moderna’s effort to broaden its respiratory vaccine lineup beyond COVID-19, aiming to reduce dependence on a single product category and make fuller use of its mRNA platform. We’ll now examine how this progress on mRNA-1010, and its potential to diversify respiratory...

In early January 2026, SPS Commerce, Inc. announced a suite of new products and AI-enabled capabilities, including direct SAP S/4HANA cloud integrations and Shopify system automation, to improve real-time visibility and coordination across complex, omnichannel retail supply chains. The launch of the SPS Commerce Relationship Center and Manufacturing Suite is especially material, as it targets the growing need to onboard new partners efficiently and manage diversified, multi-tier supply...

Hawaiian Electric Industries (HE) has reached preliminary agreements to resolve eight shareholder lawsuits tied to alleged wildfire risk disclosure failures, planning to use US$100 million in insurance proceeds without admitting wrongdoing. See our latest analysis for Hawaiian Electric Industries. The settlement news lands after a sharp shift in sentiment, with the share price at US$13.66 and a 90 day share price return of 25.44% alongside a 1 year total shareholder return of 53.31%. However,...

Carpenter Technology (CRS) is back in focus as investors weigh its role in supplying specialty alloys to aerospace, defense, and industrial customers, with interest tied to themes such as re-arming and reshoring manufacturing. See our latest analysis for Carpenter Technology. After a sharp run that has drawn fresh attention to its aerospace and defense exposure, Carpenter Technology’s shares now trade at US$321.26, with a 90 day share price return of 33.25% and a 1 year total shareholder...

Arcus Biosciences recently outlined its 2026 priorities, including multiple planned data readouts for casdatifan in clear cell renal cell carcinoma and ongoing development of quemliclustat for first-line pancreatic cancer. An interesting angle for investors is how Arcus is positioning casdatifan through both early- and late-line trials as part of a "fast-to-market" approach in kidney cancer while also building an emerging inflammation and immunology franchise. Next, we’ll examine how this...

Why LGI Homes Is On Investors’ Radar Today LGI Homes (LGIH) has been drawing fresh attention as investors reassess the US homebuilder’s share performance, business mix, and recent financial metrics, including revenue, earnings, and longer term total returns. See our latest analysis for LGI Homes. After a sharp 8.4% 1 day share price return to around $46.77 and a 7 day share price return of 8.9%, LGI Homes is showing short term momentum. However, its 1 year total shareholder return of around a...

In recent days, Zillow released its latest Consumer Housing Trends Report and hottest markets forecast, highlighting that nearly three in five renters expect to keep renting in 2026 and that Hartford is projected to see the strongest home price growth with tight inventory conditions. These findings suggest that lifestyle-driven renting and concentrated demand in select markets like Hartford could reshape how households use Zillow’s platforms and services. Next, we'll examine how the rise of...

If you are wondering whether Resideo Technologies is priced attractively or already baking in high expectations, you are in the right place. The stock last closed at US$36.86, with returns of 5.0% over 7 days, 9.8% over 30 days, 4.8% year to date, 63.4% over 1 year, 98.2% over 3 years, and 44.5% over 5 years, which raises fair questions about how much value is now reflected in the share price. Recent coverage has focused on Resideo's position in residential comfort, security and energy...

If you are wondering whether Cadence Bank's current share price offers good value or not, you are in the right place because this article focuses squarely on what investors may be paying for today. Cadence Bank's stock has recently closed at US$45.67, with returns of 6.6% over 7 days, 9.7% over 30 days, 5.7% year to date, 34.3% over 1 year and 76.9% over 5 years. This raises questions about how much of this performance is already reflected in the price. Recent attention on Cadence Bank has...

If you are wondering whether Polaris is fairly priced or has room to run, you are not alone. This article will walk you through what the current valuation signals are really saying. The stock last closed at US$73.60, with returns of 16.4% over the past 7 days, 9.9% over 30 days, 10.7% year to date, 40.2% over 1 year, and longer term returns of a 23.3% decline over 3 years and a 19.6% decline over 5 years, pointing to a mixed picture for investors. Recent attention on Polaris has been shaped...

ANI Pharmaceuticals recently announced that CEO Nikhil Lalwani would present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, with the session available via live and archived webcast on the company’s website for 30 days. This conference appearance comes as ANI’s rare disease portfolio, including Cortrophin Gel and acquired ophthalmology products, underpins strong recent financial performance and growing investor attention. Now we’ll examine how robust 2025 results in...

FactSet Research Systems recently filed its latest Form 10-Q, outlining its recent financial and operational performance across the Americas, EMEA, and Asia Pacific segments. The filing highlights how FactSet is weaving AI-powered tools more deeply into its platform to enhance client insights and streamline workflows worldwide. Next, we’ll explore how FactSet’s expanded AI integration within its platform could influence the company’s existing investment narrative and outlook. We've found 11...

GE HealthCare Technologies (GEHC) has drawn fresh attention after announcing a collaboration with NXP Semiconductors focused on edge AI concepts for anesthesia delivery and neonatal monitoring, with both concepts scheduled to be showcased at CES 2026. See our latest analysis for GE HealthCare Technologies. The edge AI announcement lands after a strong run in the shares, with a 90 day share price return of 24.15% and a 1 year total shareholder return of 2.43%. This suggests that near term...