U.S. Semiconductors Stock News

In recent months, Nu Holdings, the parent of Nubank, has reported continued expansion of its digital banking platform to well over one hundred million customers across Brazil, Mexico, and Colombia, alongside strong revenue and earnings growth from its viral referral model. An important insight is that Nu Holdings’ incremental sales have been highly profitable, with earnings per share growing much faster than revenues, while its shares exhibit strong technical momentum consistent with the...

In the fourth quarter of 2025, O'Keefe Stevens Advisory boosted its stake in Topgolf Callaway Brands by 821,039 shares, investing about US$8.66 million and lifting its holding to roughly 1.17 million shares, while Tapasya Fund exited after management did not complete a planned Topgolf–Callaway split by mid-2025. These opposing institutional moves highlight how some investors are focusing on management’s raised 2025 guidance and improving traffic and cost trends, while others are reacting to...

Coverage of the Minneapolis ICE shooting has put Fox (FOXA) in the spotlight as cable news viewership climbs, and investors are watching how this attention feeds into advertising revenue, margins, and the upcoming earnings report. See our latest analysis for Fox. Against this backdrop, Fox's share price has moved to US$73.94, with a 30-day share price return of 3.99% and a stronger 90-day share price return of 28.48%. The 1-year total shareholder return of 52.89% points to momentum that has...

Recently, Zacks highlighted Custom Truck One Source with a Zacks Rank #2 (Buy) and an A grade for value, pointing to attractive valuation metrics such as a favorable price‑to‑book ratio versus peers. This positive third‑party assessment underscores how Custom Truck One Source’s current earnings outlook and perceived undervaluation may be drawing renewed investor attention. Next, we’ll examine how this value-focused Zacks coverage might influence Custom Truck One Source’s existing investment...

If you are wondering whether HubSpot's current share price reflects its true worth, you are not alone. This article will walk you through how that question can be approached using several valuation lenses. HubSpot shares last closed at US$375.96, with a 1% decline over the past week, flat returns over the last 30 days, a 1.6% decline year to date, a 46.2% decline over 1 year, a 19.1% return over 3 years, and a 2.2% decline over 5 years. Recent coverage of HubSpot has focused on its role as a...

Modine Manufacturing (MOD) is back in focus after analysts raised both current and future earnings estimates, following four straight quarters in which the company exceeded EPS and revenue forecasts and issued higher revenue expectations. See our latest analysis for Modine Manufacturing. The recent bump in earnings expectations comes after a strong multi‑year run, with Modine Manufacturing’s 1‑year total shareholder return of 7.2% sitting alongside a very large 5‑year total shareholder...

Why Qorvo (QRVO) is Back on Investor Radar Qorvo (QRVO) has been drawing fresh attention after a mixed set of return figures, with recent negative moves over the past month and past 3 months contrasting with a positive 1 year total return. See our latest analysis for Qorvo. At a share price of US$80.46, Qorvo’s recent 7 day share price return of an 8.69% decline and 30 day share price return of an 8.64% decline contrast with a 1 year total shareholder return of 10.49%. This suggests shorter...

In January 2026, Rigel Pharmaceuticals issued full-year 2026 earnings guidance, projecting total revenue of about US$275 million to US$290 million, including US$255 million to US$265 million in net product sales and US$20 million to US$25 million in contract revenue. This fresh guidance gives investors a clearer view of how management currently sees the balance between core product sales and partnership-driven contract income. We’ll now consider how Rigel’s new 2026 revenue guidance,...

Viking Therapeutics (VKTX) has drawn fresh investor attention after publishing positive Phase 2 VENTURE data for its obesity candidate VK2735, along with progress in Phase 1 maintenance dosing and large Phase 3 VANQUISH trials. See our latest analysis for Viking Therapeutics. Despite the recent clinical and leadership milestones around VK2735, Viking Therapeutics’ 30 day share price return of a 14.35% decline and year to date share price return of a 10.33% decline suggest momentum has cooled,...

Royal Caribbean Cruises (RCL) just broke ground on a new US$345 million Cruise Terminal G at PortMiami, a project aimed at expanding passenger capacity and refining the embarkation experience for large ships. See our latest analysis for Royal Caribbean Cruises. The terminal groundbreaking comes as Royal Caribbean’s share price sits at US$301.13, with a 7.99% 1 month share price return and a 6.31% year to date share price return. A 1 year total shareholder return of 34.23% and very large 3 and...

Target (TGT) has put wellness front and center, rolling out a 30% expansion in its 2026 assortment. The change brings thousands of new items, exclusive brands, and refreshed in-store and digital experiences for health focused shoppers. See our latest analysis for Target. These wellness launches come as Target’s share price sits at US$106.14, with a 30 day share price return of 9.32% and 90 day share price return of 19.31%. Its 1 year total shareholder return of a 20.14% decline and 5 year...

New guidance and divided analyst opinions put HealthEquity in focus HealthEquity (HQY) is back on investors’ radar after issuing fresh revenue guidance for its fiscal year ending January 31, 2027, alongside reaffirmed expectations for the current year. The company now targets full year 2027 revenue between US$1.38b and US$1.41b, an update that arrives just as Wall Street views on the stock have moved in different directions. See our latest analysis for HealthEquity. The shares have come under...

JetBlue Airways (JBLU) shares are in focus after the airline outlined fresh route expansions in Florida and New York, including new Fort Lauderdale links and upcoming service between New York’s JFK and Cleveland. See our latest analysis for JetBlue Airways. These new routes arrive after a mixed period for investors. JetBlue’s 1-day share price return of 5.78% decline and 7-day share price return of 3.55% decline contrast with a year-to-date share price return of 6.54%. Meanwhile, the 1-year...

If you are wondering whether CommScope Holding Company is still good value after a big run in the share price, this breakdown will help you frame what the current price might be implying. The stock recently closed at US$19.04, with returns of 3.3% over 7 days, a 2.1% decline over 30 days, 4.3% year to date, 260.6% over 1 year and 109.0% over 3 years. This naturally raises questions about how much is already priced in. Recent coverage around CommScope has focused on its position in...

Chubb (CB) is back on investors’ radar after reporting quarterly revenues and earnings that topped analyst expectations, along with several recent analyst upgrades that have pushed interest in the stock higher. See our latest analysis for Chubb. At a share price of $306.62, Chubb has given investors a mixed short term experience, with recent weekly share price weakness but a 90 day share price return of 7.73% and a 1 year total shareholder return of 18.69%. This points to momentum that has...

In recent days, J.P. Morgan analyst Bill Peterson downgraded Alcoa from Neutral to Underweight, citing concerns about elevated valuation and the prospect of increased aluminum supply from Indonesia and higher inventories in China. The downgrade also pointed to uncertainty around tariffs and potential asset sales, underscoring a more cautious stance on Alcoa’s near-term industry backdrop. While analyst caution has risen, institutional ownership and AI-driven trading models continue to...

First Watch Restaurant Group has recently expanded its New England footprint by opening a 3,100-square-foot restaurant on Boylston Street in Boston’s Back Bay, featuring seating for 130 guests, an outdoor patio, a full bar and locally inspired artwork, alongside its made-to-order breakfast, brunch and lunch menu and Project Sunrise coffee. This Back Bay opening highlights First Watch’s push into dense urban, experience-focused neighborhoods, adding a new proof point for its daytime-only...

ESAB (ESAB) is back on investors' radar after securing a large welding and handling equipment contract with Titan Wind Energy and moving alongside a broader industrial rally tied to a proposed record US defense budget. See our latest analysis for ESAB. Against this backdrop, ESAB’s 7 day share price return of 5.03% and year to date share price return of 6.94% suggest momentum is building. Its 3 year total shareholder return of 126.71% points to strong longer term compounding. If this kind of...

Lithia Motors (LAD) is back in focus after topping analyst expectations on both revenue and EBITDA in its latest quarter, with management linking the performance to operational execution and ongoing strategy. See our latest analysis for Lithia Motors. Lithia Motors’ share price is at US$331.17 after a 6.26% 90-day share price return. Its 1-year total shareholder return shows a decline of 4.62%, compared with a gain of 45.85% over three years, which highlights the difference between recent...

President Trump’s proposal to cap credit card interest rates at 10%, with a January 20 deadline, has pushed Capital One Financial (COF) into focus as investors reassess potential pressure on its core lending franchise. See our latest analysis for Capital One Financial. The share price reaction to the proposed 10% rate cap has been sharp, with a 1-day share price return of 6.42% decline and a 7-day share price return of 6.91% decline. At the same time, the 1-year total shareholder return...

Recently, TFS Financial’s share price moved above its 200-day moving average, alongside the payment of a quarterly dividend and supportive analyst commentary, including upgrades and reiterated positive views on the stock. This combination of technical strength, income appeal via a high dividend yield, and improved analyst sentiment has sharpened investor focus on the bank’s consumer and community-oriented lending model. We’ll now examine how the healthier analyst sentiment around TFS...

Day One Biopharmaceuticals (DAWN) drew fresh attention after releasing preliminary OJEMDA revenue of about US$52.8 million for Q4 2025 and US$155.4 million for 2025, alongside new 2026 U.S. sales projections. See our latest analysis for Day One Biopharmaceuticals. The revenue update appears to have fed into strong momentum, with the share price at US$11.33 and a 1 day share price return of 26.73%, a 30 day share price return of 35.53%, and a 3 year total shareholder return of negative 51.60%,...

In early January 2026, Celcuity Inc. filed an omnibus shelf registration covering common and preferred stock, warrants, debt securities and units, shortly after Wells Fargo began coverage and the FDA accepted its NDA under the real-time oncology review program for its PIK3CA asset. This combination of new financing flexibility and a major regulatory milestone for Celcuity’s lead oncology candidate has sharpened investor focus on how the company might fund and advance its development...

In the past few days, Tempus AI reported preliminary 2025 results showing roughly US$1.27 billion in revenue with very large year-over-year growth, a record total contract value above US$1.10 billion, and more than 70 data agreements alongside new oncology collaborations with NYU Langone Health and Northwestern Medicine. Together, these updates point to a company deepening its role at the intersection of genomic testing, longitudinal cancer data, and AI-powered decision support for both...