U.S. Semiconductors Stock News

WeRide (NasdaqGM:WRD) and Uber are expanding their commercial Robotaxi service into downtown Abu Dhabi. The rollout connects major tourism and business districts and is part of a plan to deploy 1,200 autonomous vehicles across the Middle East by 2027. For you as an investor, this development puts WeRide directly into the conversation around real-world, commercial autonomous driving at scale, not just pilots or tests. The expansion with Uber into Abu Dhabi’s busy core highlights how...

Kyndryl Holdings (KD) has been back in focus after submitting its delayed quarterly and annual filings. The company outlined a remediation plan for internal controls and confirmed that no corrections to previously filed 2025 quarterly results are required. See our latest analysis for Kyndryl Holdings. The filings news comes after a sharp reset in expectations, with a 30 day share price return of 48.0% and a year to date share price return of 48.5%, alongside a 1 year total shareholder return...

Power Integrations (POWI) has been in focus after a cluster of updates, including mixed quarterly results, new revenue guidance, a 7% workforce reduction, a board reshuffle and an upcoming dividend payment. See our latest analysis for Power Integrations. Those mixed earnings, new revenue guidance, workforce reduction and board changes come after a sharp 48.54% 90 day share price return and a 23.14% year to date share price return, set against a 27.44% 1 year total shareholder return decline...

Context around recent Netflix performance Without a specific news catalyst, Netflix (NFLX) is drawing attention after a recent share price slide, with the stock showing negative returns over the past month, the past 3 months, year to date, and over the past year. See our latest analysis for Netflix. At a share price of US$77.99, Netflix’s recent 30 day share price return of 11.38% decline and 90 day share price return of 26.19% decline contrast with a 3 year total shareholder return of...

Amneal Pharmaceuticals, Inc. announced that it has been added to the S&P SmallCap 600 Index and, in a separate move, entered into a research collaboration and option agreement with KeifeRx to develop KFRX06, a preclinical candidate targeting the LRRK2 gene linked to Parkinson's disease. These developments could broaden Amneal’s investor base through index inclusion while expanding its neuroscience pipeline via early-stage Parkinson’s research. Next, we’ll explore how joining the S&P SmallCap...

Pacific Ridge Capital Partners has fully exited its position in AXT (NasdaqGS:AXTI), removing a major institutional shareholder from the register. The divestment comes shortly after AXT reported a revenue turnaround at a time when the company is facing headwinds from China related export restrictions. This shift in ownership occurs as AXT continues to operate under heightened policy and trade scrutiny that directly affects parts of its business. AXT, which supplies compound semiconductor...

Why Antero Midstream (AM) is back in focus Antero Midstream (AM) is drawing attention after reporting Q4 2025 results that topped forecasts, with adjusted net income, EBITDA and free cash flow after dividends all higher, alongside 2026 guidance calling for double digit net income growth. See our latest analysis for Antero Midstream. Those Q4 2025 results, the 2026 net income guidance of US$485 million to US$535 million, and recent buybacks land against a strong run, with a 14.65% 1 month...

Corning (GLW) is back in focus after its Optical Communications sales rose 35% in 2025, supported by enterprise spending tied to Generative AI and carrier demand for data center connectivity. See our latest analysis for Corning. The stock has been on a strong run, with a 40.14% 1 month share price return and 69.18% 3 month share price return, alongside a very large 1 year total shareholder return of 155.40%. This suggests momentum has been building around Corning's data center and AI related...

Microsoft (NasdaqGS:MSFT) has announced a $50b AI investment initiative focused on building infrastructure across the Global South. The plan was outlined at an AI summit in New Delhi and targets AI data centers, connectivity, and local ecosystem support in developing regions. In parallel, Microsoft is shifting toward AI self-sufficiency by developing its own models and chips and expanding intellectual property rights in its reworked OpenAI partnership. Microsoft, trading at around $399.6...

Why CF Industries Holdings (CF) just caught the market’s attention CF Industries Holdings (CF) reported fourth quarter and full year 2025 results with higher sales and net income versus the prior year, along with adjusted earnings that topped analyst expectations despite a US$76 million asset impairment. See our latest analysis for CF Industries Holdings. The earnings beat and higher reported sales and net income sit alongside a strong 90 day share price return of 23.18% and a 1 year total...

Regeneron Pharmaceuticals (REGN) recently highlighted 36 abstracts from its immunology and inflammation pipeline for the 2026 AAAAI meeting, including Phase 3 data on allergen specific antibody cocktails for cat and birch allergy related eye symptoms. See our latest analysis for Regeneron Pharmaceuticals. Against this backdrop, Regeneron’s recent AAAAI abstracts come as the share price sits at US$792.16, with a 30 day share price return of 8.06% and a 1 year total shareholder return of...

Constellium FY 2025 Results: Revenue Steady, Earnings Volatile Constellium (CSTM) just posted another quarter of mixed numbers, with Q3 2025 revenue at US$2.2b, basic EPS of US$0.63 and net income of US$88m. The latest trailing twelve month figures show revenue of about US$8.0b and EPS of US$0.80 alongside a net margin of 1.4% compared to 1.8% the prior year. Over recent quarters, the company has seen revenue move from US$1.8b in Q3 2024 to US$2.2b in Q3 2025. Quarterly EPS has swung from a...

If you are wondering whether Watsco's current share price reflects its true worth, this article walks through the key numbers that matter for valuation. Watsco shares last closed at US$419.32, with returns of 9.9% over the past 30 days, a 20.7% gain year to date, but a 15.7% decline over the past year and gains of 48.5% and 94.7% over the last 3 and 5 years respectively. Recent attention on Watsco has been driven by ongoing coverage of the business and its position in the capital goods...

Why Jack Henry & Associates (JKHY) is back in focus Recent analyst sentiment around Jack Henry & Associates (JKHY) has turned more constructive, coinciding with fresh news on its dividend policy, share repurchases, and a new client relationship with Blue Sky Bank. This mix of capital returns and business wins gives you several concrete data points to consider as you think about how JKHY fits into a portfolio focused on financial technology and payment services. See our latest analysis for...

Why Pediatrix Medical Group is on investors’ radar today Pediatrix Medical Group (MD) released Q4 and full year 2025 results showing lower sales alongside higher net income and earnings per share, catching investor attention as the market absorbs this mixed top and bottom line picture. See our latest analysis for Pediatrix Medical Group. The latest move in Pediatrix Medical Group’s share price to US$21.97 comes after a year where shorter term share price returns were mixed, while the 1 year...

CBIZ (NYSE:CBZ) has authorized a new share repurchase program for up to 5,000,000 shares. The new authorization follows the expiration of the company’s previous buyback plan. The announcement reflects a fresh capital allocation decision focused on returning capital to shareholders. CBIZ provides professional services, including financial, insurance and advisory solutions, which tie closely to corporate spending, regulatory needs and risk management. When a company in this space refreshes...

Context for Airbnb’s Recent Share Performance Airbnb (ABNB) shares have been relatively mixed recently, with a small 1 day move, a gain over the past week, and declines over the past month and year that may catch investor attention. In this context, investors are also weighing the company’s reported US$12.2b in revenue and US$2.5b in net income, along with an intrinsic discount estimate of about 51%, to judge whether the current share price still looks reasonable. See our latest analysis for...

Event context and recent share moves National Vision Holdings (EYE) has been trading without a specific headline catalyst, so recent price action offers the clearest signal for investors watching the optical retail name. The stock closed at $27.06, with a 1 day return of 2.52% decline, 7 day return of 4.01% decline and roughly flat performance over the past month. Over the past 3 months, the share price shows a 10.04% gain. The 1 year total return is 118.40%, alongside a 3 year total return...

If you are wondering whether Texas Pacific Land is attractively priced or simply expensive for what you get, you are in the right place to unpack what the current share price might be implying. The stock closed at US$440.71, with returns of 6.6% over 7 days, 30.6% over 30 days, 47.9% year to date, while the 1 year return stands at a 5.3% decline and the 3 year and 5 year returns are 129.4% and 268.9% respectively. Recent news around Texas Pacific Land has focused on its position within the...

Alphabet, ticker NasdaqGS:GOOGL, and Sea Ltd have entered a new partnership focused on applying AI to e-commerce and gaming. The collaboration includes an AI powered shopping prototype for Shopee and AI driven productivity tools for Garena. The arrangement links Alphabet’s AI capabilities with Sea’s regional scale in Southeast Asian online retail and gaming. Alphabet, trading at around $303.33, is at the center of this announcement as it looks to apply its AI tools in new geographies and...

Why Eastman Chemical’s New Bond Issue Matters for Stockholders Eastman Chemical (EMN) has just completed a fixed income offering of about $598.7 million in 4.50% senior unsecured notes due 2031. This capital raise reshapes its funding mix and may influence how you think about the stock. See our latest analysis for Eastman Chemical. Eastman Chemical’s latest bond issue lands after a busy few weeks, with a quarterly dividend affirmation and completion of a long-running buyback program. This...

Charles Schwab (SCHW) is drawing fresh investor attention after doubling down on artificial intelligence across its wealth management units, from call centers to an AI powered estate planning platform. This shift is raising questions about future economics. See our latest analysis for Charles Schwab. Schwab’s recent 11% sell off and 8.13% 1 month share price decline sit against a 17.73% 1 year total shareholder return, suggesting longer term momentum remains positive even as the market...

Assurant, Inc. reported past fourth-quarter 2025 revenue of US$3,350.4 million and net income of US$225.2 million, alongside full-year revenue of US$12.81 billion and net income of US$872.7 million, while completing a US$579.88 million buyback and launching Assurant Home Warranty across major Compass International Holdings real estate brands. The combination of higher earnings, reduced share count through buybacks, and entry into the large real estate–driven home warranty channel marks a...

Kontoor Brands (NYSE:KTB) has adopted an Executive Severance Plan, formalizing protections for senior leadership in certain termination scenarios. The board also approved a quarterly dividend, continuing the return of capital to shareholders. These moves come as the company’s shares trade at $67.85, with a mixed return profile across different time frames. Kontoor Brands is pairing governance changes with ongoing shareholder payouts at a time when the stock has a varied track record...