U.S. Semiconductors Stock News

Raymond James Financial (RJF) has drawn attention after its recent share price move, with the stock returning 6% over the past month and 6% over the past 3 months, against a backdrop of steady profitability metrics. See our latest analysis for Raymond James Financial. At a share price of US$171.55, Raymond James Financial has logged a 5.9% 1 month share price return and a 4.9% year to date share price return. Its 5 year total shareholder return of 169.16% points to a strong longer term...

Leadership changes at the heart of JLL’s Americas leasing business Jones Lang LaSalle (JLL) has reshaped leadership in its Americas Leasing Advisory unit, naming Michael Colacino as CEO and moving longtime executive John Gates into the Executive Chairman role. For you as an investor, this planned shift places a seasoned operator with extensive commercial real estate and technology experience in charge of a core advisory business, while keeping Gates focused on client relationships and...

Recent performance snapshot for TPG (TPG) With no single headline event driving attention to TPG (TPG), recent trading performance and fundamentals provide the main reference points for assessing how the stock currently sits. See our latest analysis for TPG. At a share price of $67.27, TPG has had a 90 day share price return of 22.53%, while the 1 year total shareholder return of 6.27% contrasts with a much stronger 3 year total shareholder return of 135.12%, suggesting that earlier momentum...

Hinge Health (HNGE) is back in focus after its recent trading, with the stock closing at US$43.76 and showing mixed short term moves, including a small 1 day gain and declines over the past month. See our latest analysis for Hinge Health. That 1 day share price return of 0.99% comes after weaker recent momentum, with 7 day, 30 day, 90 day and year to date share price returns all in decline. This suggests enthusiasm has cooled in the short term even as the broader story continues to...

MKS (MKSI) is back on investors screens after a fresh wave of positive analyst commentary, coinciding with the company spotlighting new photonics solutions for AI, quantum, and biophotonics applications at Photonics West 2026. See our latest analysis for MKS. The latest product news and upbeat analyst commentary sit alongside strong share price momentum, with MKS delivering a 31.37% 1 month share price return and a 76.57% 1 year total shareholder return, suggesting sentiment has been...

In the past quarter, SkyWest reported year-over-year revenue growth and surpassed consensus estimates for both revenue and earnings per share, drawing increased attention on Zacks.com. An interesting tension for investors is that, despite this stronger-than-expected performance, analysts still assign SkyWest a Zacks Rank #4 (Sell), signaling cautious sentiment. With SkyWest’s recent earnings beat spotlighting its current performance, we’ll now examine how this development interacts with its...

Newmark Group recently arranged one of Philadelphia’s largest industrial leases, a 1.4 million-square-foot commitment by DrinkPAK at The Bellwether District, and brokered the US$425,000,000 sale of The Shops at Skyview retail center in Queens, while also securing a US$289,000,000 acquisition loan for the buyer. These high-profile transactions underline Newmark’s role in large-capital commercial real estate deals across industrial and retail, potentially reinforcing its positioning in key...

Orchid Island Capital recently declared a past monthly cash dividend of US$0.12 per share for January 2026 and released preliminary fourth-quarter 2025 estimates, including book value per share of US$7.54 and net income per share of US$0.62. The update also highlighted that a large portion of earnings came from realized and unrealized gains on its RMBS and derivative positions, offering new insight into how Orchid Island Capital’s portfolio and hedging shaped its recent performance. We’ll...

A recent independent study found that Ameren Corporation’s operations in Missouri and Illinois generated more than US$20.70 billion in annual economic output, supported 55,200 jobs and contributed US$920 million in taxes to state and local governments. The report underscores how Ameren’s ongoing investments not only power customers but also anchor regional development by supporting thousands of new jobs and broader economic expansion in the communities it serves. With Ameren’s...

Event context and recent share performance Central Garden & Pet (CENT) has drawn fresh attention after a recent move in its share price, with the stock up about 0.5% over the past day and roughly 2.7% over the past week. That short term strength contrasts with a small decline over the past month and a gain of about 8.8% over the past 3 months, alongside a year to date return of roughly 4% and a 1 year total return decline of about 8.5%. See our latest analysis for Central Garden &...

Southern’s recent performance snapshot Southern (SO) has drawn fresh attention after a steady run in its share price, with the stock up 0.4% over the past day, 1.8% over the past week and 3.6% over the past month. See our latest analysis for Southern. That recent upward move sits against a mixed backdrop, with a 90 day share price return of 9.2% decline but a 1 year total shareholder return of 9.4% and 5 year total shareholder return of 79.1%, suggesting long term holders have still seen...

Dollar Tree (DLTR) has drawn investor attention after a strong past 3 months, with the share price up about 46%. This has prompted a closer look at how its current valuation lines up with fundamentals. See our latest analysis for Dollar Tree. The recent 90 day share price return of 46.4%, alongside a 1 year total shareholder return of 98.7%, suggests momentum has picked up, even though the 3 year total shareholder return of a 1.1% decline shows the longer term picture has been more mixed. If...

Evercore (EVR) has been active on the corporate development front, securing an Arranging License in Saudi Arabia for a new Riyadh office while also adding senior managing directors to its financial sponsors group in London and New York. See our latest analysis for Evercore. These hires and the Riyadh expansion sit alongside a strong price move, with the share price at US$383.12 and a 30 day share price return of 13.61%, helping to extend a 1 year total shareholder return of 38.83% and a very...

KBR (KBR) has caught fresh attention after Coastal Bend LNG selected the company, alongside Tecnicas Reunidas, to lead front-end engineering and design for a planned Texas Gulf Coast LNG export facility. See our latest analysis for KBR. The Coastal Bend LNG win comes on top of fresh contracts with the Missile Defense Agency and the U.S. Geological Survey, and the share price has reflected that interest, with a 1 month share price return of 5.61% and year to date share price return of 11.03%,...

Commvault’s new Unified Data Vault and why it matters for CVLT stock Commvault Systems (CVLT) has drawn investor interest after announcing Commvault Cloud Unified Data Vault, a cloud-native service that extends its air-gapped protection to S3-based application and AI data. The launch ties S3 workloads into a single, policy-driven framework with immutable, agentless backups. It is designed to simplify protection for modern and custom enterprise workloads across cloud environments. See our...

MYR Group’s subsidiary Sturgeon Electric recently completed the largest standalone battery storage facility in Arizona, underscoring its role in complex electrical and critical power infrastructure projects across North America. This milestone highlights how MYR Group is participating in the build-out of large-scale battery storage, an area closely tied to grid resilience and electrification trends. We’ll now examine how delivering Arizona’s largest battery storage facility fits into MYR...

Dividend and downgrade put Kaiser Aluminum in focus Kaiser Aluminum (KALU) is drawing attention after a Wells Fargo downgrade on substitution and valuation concerns, along with a declared quarterly dividend of US$0.77 per share payable on February 13, 2026. See our latest analysis for Kaiser Aluminum. Despite the downgrade, investor interest has stayed strong, with Kaiser Aluminum’s share price at US$131.22 and a 90 day share price return of 68.08%, while the 1 year total shareholder return...

State Street Corporation recently launched its Digital Asset Platform, a secure, scalable infrastructure designed to support tokenized money market funds, ETFs, deposits and stablecoins across public and private permissioned blockchains for institutional clients. This build-out effectively makes State Street a key infrastructure provider linking traditional custody and fund services with on-chain wallet, cash, and compliance capabilities in one integrated stack. Now we’ll explore how this...

Recently, SkyWater Technology reported quarterly revenue of US$150.74 million, a year-over-year increase of 60.7%, with earnings per share rising to US$0.24 from US$0.08, exceeding analyst expectations. This combination of rapid revenue expansion and consistent earnings outperformance points to strengthening business momentum that is drawing increased investor attention. Next, we’ll examine how SkyWater’s stronger-than-expected earnings and revenue growth may influence its investment...

In Q4 2025, Heartland Advisors highlighted Lamar Advertising Company (NASDAQ:LAMR) as a top contributor after a solid Q3 report, favorable outlook, and increased capital returns through share buybacks and a higher dividend. Investor attention has also focused on the potential for higher political advertising during the 2026 mid-term election cycle to support Lamar’s profits and cash flow. Next, we’ll explore how management’s use of share buybacks and a higher dividend may influence Lamar’s...

In advance of its upcoming quarterly report, Fulton Financial is now expected by Wall Street analysts to post earnings of $0.52 per share and revenue of $335 million, both higher than the same period a year ago. These projections, which also include slight shifts in efficiency ratio and net interest margin, are shaping investor expectations around how effectively Fulton is managing costs and its core banking profitability. We’ll now explore how the expectation of higher quarterly earnings...

Recent share performance at a glance Marriott International (MAR) has seen mixed share performance recently, with a 1 day return of about 1.9% and a small decline over the past week. However, the stock is higher over the past month and the past 3 months. See our latest analysis for Marriott International. At a share price of $325.79, Marriott’s recent 1 day and 90 day share price returns of 1.9% and 24.9% sit alongside a 1 year total shareholder return of 18.7% and a 5 year total shareholder...

Onto Innovation (ONTO) is back in focus after several brokers lifted their views, tying the story to stronger signals from major chipmakers, higher expected semiconductor capital spending, and AI related demand across wafer fab equipment. See our latest analysis for Onto Innovation. The recent 41.23% 1 month share price return and 62.56% 3 month share price return suggest momentum has picked up. At the same time, the 3 year total shareholder return of 194.51% and 5 year total shareholder...

NetScout Systems (NTCT) stock is in focus after the company received Frost & Sullivan's 2025 Global Company of the Year recognition in network monitoring, spotlighting its role in real-time visibility, performance assurance, and network intelligence. See our latest analysis for NetScout Systems. The Frost & Sullivan recognition lands at a time when the share price is US$27.95, with recent momentum reflected in a 1-day share price return of 1.67% and a 90-day share price return of 8.29%. While...