U.S. Semiconductors Stock News

Bread Financial Holdings reported past fourth-quarter and full-year 2025 results showing higher net income and earnings per share year on year, while net interest income for the full year stayed broadly flat at about US$4.06 billion. The board also reinforced its capital return stance by declaring first-quarter 2026 cash dividends on both its common and 8.625% Series A preferred shares, payable in March to shareholders of record in February. We will now examine how this earnings...

Reports suggest Estée Lauder Companies may consider selling several underperforming brands, including Too Faced, Smashbox, and Dr. Jart, as part of a portfolio review. The potential divestitures would mark a meaningful reshaping of NYSE:EL's brand mix and could influence how investors view its long term plan. Estée Lauder Companies, trading on the NYSE under ticker NYSE:EL, last closed at $116.27. The share price reflects a mixed track record, with a 70.3% return over the past year, while 3...

FedEx (NYSE:FDX) has rolled out FedEx Tracking+ and FedEx Returns+, new AI-powered tools for merchants and consumers. The solutions are designed to plug directly into merchants' digital channels to manage delivery updates and returns. The launch targets post-purchase logistics, including automated notifications, return processing, and customer communication. For a company built around global shipping and logistics, FedEx is now putting more emphasis on the digital side of the delivery...

Why American International Group (AIG) is on investors’ radar today American International Group (AIG) remains in focus after recent share price swings, with the stock showing mixed returns over the past month and past 3 months while longer term performance has differed. See our latest analysis for American International Group. At a share price of $74.13, the stock has recently seen a 12.03% 1 month share price decline, while the 1 year total shareholder return of 4.12% and 5 year total...

Tyler Technologies (NYSE:TYL) has agreed to acquire For The Record, a provider of digital court-recording solutions. The deal is aimed at adding AI-powered transcription and recording tools to Tyler's justice and public safety offerings. The companies expect the acquisition to expand Tyler's role in software for courts and other public sector justice agencies. For you as an investor following public sector software, this move sits squarely within Tyler Technologies' core line of business:...

Dell Technologies (NYSE:DELL) has been selected to supply core AI infrastructure for India’s first and largest dedicated AI factory. The project is being developed with NxtGen AI Pvt Ltd, positioning Dell at the center of a nation-level AI buildout. The deployment focuses on AI optimized hardware and supporting systems for large scale compute workloads. For you as an investor, this move sits at the intersection of Dell’s core strengths in servers, storage, and enterprise solutions with...

If you have ever wondered whether paying up for Ferrari stock still makes sense, this article will walk through what the current price might be implying about future expectations. Ferrari shares most recently closed at US$336.33, with returns of a 1.2% decline over the last 7 days, a 9.6% decline over the last 30 days, a 9.6% decline year to date, gains of 31.5% over 3 years and 66.6% over 5 years, and a 21.0% decline over the last year. Those mixed returns have kept interest in Ferrari...

Pentair (PNR) combined a leadership shakeup with fresh 2026 guidance, giving investors new information on both who is steering the business and what management currently expects for sales and earnings. See our latest analysis for Pentair. The leadership changes and fresh 2026 guidance come after a relatively muted period for the shares, with a 1-year total shareholder return of 3.86% and a much stronger 3-year total shareholder return of 87.66%. This suggests long term momentum has been...

Digital Realty Trust recently expanded its global footprint by acquiring the TelcoHub 1 data center in Malaysia and committing, with Reliance Industries and Brookfield Corporation, to an US$11.00 billion AI-focused data capacity buildout in Andhra Pradesh, India. Beyond adding capacity, these moves signal a deeper push into higher-level data services in fast-growing digital markets across Southeast Asia and India. We’ll now examine how this large-scale India investment reshapes Digital...

Zimmer Biomet Holdings (NYSE:ZBH) is advancing its HipInsight augmented reality system for orthopedic surgery. The platform is designed to support hip replacement procedures by giving surgeons real time visual guidance in the operating room. This move reflects the wider adoption of augmented reality and robotic tools in joint replacement workflows. Zimmer Biomet focuses on musculoskeletal healthcare products, with a core presence in hip and knee reconstruction. The HipInsight system fits...

Natural Resource Partners (NYSE:NRP) is close to becoming debt-free, following a period of strong free cash flow generation. The company has indicated that eliminating permanent debt could open the door to higher distributions to unitholders. NRP also holds a large portfolio of unleased carbon sequestration pore space that could offer additional long term growth options beyond its coal and royalty operations. Natural Resource Partners, trading at around $114.5, has posted very large 5 year...

ConocoPhillips (NYSE:COP) is keeping a cautious stance on potential operations in Venezuela despite shifts in U.S. diplomatic support for new leadership there. The company is weighing re entry against unresolved Venezuelan obligations of about US$12b tied to past asset nationalizations and legal claims. Comments around Venezuela highlight that any move back into the country would likely be gradual and closely linked to progress on legal and payment issues. For you as an investor, this...

Why MongoDB (MDB) is on investors’ radar right now MongoDB (MDB) is drawing attention after a period of mixed short term returns, with the share price roughly flat over the past day, weaker over the past month, yet positive over the past 3 months. For investors tracking software and data platform names, this uneven pattern, alongside the company’s current US$372.68 share price, is prompting closer scrutiny of MongoDB’s growth profile, profitability, and how its current valuation stacks up...

Fifth Third Bancorp has completed its merger with Comerica Incorporated, creating the ninth-largest U.S. bank. The combined company has expanded its board to include former Comerica directors, aligning leadership across the new entity. For you as an investor looking at NasdaqGS:FITB, this merger sits alongside a share price of $51.95 and multi year returns of 23.6% over the past year and 92.0% over five years. Those figures indicate that the market has been assigning meaningful value to...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) secured $65 million in new contracts for advanced warfighter training systems. The awards cover simulators and training solutions for major U.S. Army and Air Force helicopter platforms and allied nations. Kratos also opened a new 55,000 square foot hypersonic manufacturing and payload integration facility. For investors watching defense names, Kratos Defense & Security Solutions (NasdaqGS:KTOS) recently recorded a 1 year return of 189.6%...

LendingClub (NYSE:LC) has adopted the fair value option for its loan accounting, changing how it recognizes revenue and credit costs across its platform. The company is combining this accounting shift with Board and executive changes, including the planned resignation of its independent Chairman of the Board. LendingClub has also announced the upcoming departure of its Chief Risk Officer and outlined a leadership succession plan for the risk function. LendingClub enters these changes with...

In recent weeks, several major banks including Mizuho, Deutsche Bank, Morgan Stanley, and others upgraded Applied Materials, citing stronger wafer fab equipment demand and increased capital spending by key customers such as TSMC and Intel across the U.S., Japan, and Taiwan. Analysts argue that Applied Materials’ exposure to advanced foundry, logic, and memory tools positions it as a major beneficiary of AI-driven chip investment and evolving semiconductor architectures like Gate-All-Around...

In recent months, VICI Properties has faced a wave of analyst downgrades and more cautious ratings, even as it continues to grow its gaming-focused REIT portfolio, add tenants like MGM Northfield Park, and raise its dividend for an eighth consecutive year. This shift in sentiment highlights a tension between concerns over issues such as the Caesars Regional Master Lease and external growth prospects, and the company’s ongoing efforts to diversify into broader experiential real estate,...

Sea Limited, NYSE:SE, reported robust growth across e-commerce, digital financial services, and digital entertainment in its latest results. Shopee ad revenue and loan growth outside the core platform are emerging as higher margin opportunities within the business. Recent performance highlights both top and bottom line improvements, with multi segment strength supporting profitability. Sea, NYSE:SE, is drawing fresh attention after reporting broad based growth across all three main...

Terns Pharmaceuticals (TERN) is back in focus after revising its agreement with Hansoh. The company has shifted to an exclusive, sublicensable, royalty-bearing, perpetual license for TERN-701 outside Greater China, alongside supportive interim Phase 1 data. See our latest analysis for Terns Pharmaceuticals. The agreement revision and positive interim Phase 1 data come after a sharp 90 day share price return of 102.42% and a very large 1 year total shareholder return. However, the 30 day share...

In the past week, Cardinal Health prepared to report earnings alongside other major companies, while markets also monitored key US labor data and a pending Federal Reserve leadership nomination. Attention on Cardinal Health has increased as its role in the healthcare supply chain and expectations for higher revenue highlight its negotiating strength in a tightly regulated market. Next, we will examine how anticipation of Cardinal Health’s upcoming earnings and healthcare supply chain...

Roper Technologies recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$2,058.6 million for the quarter and US$7.90 billion for the year, while net income edged lower and earnings per share from continuing operations softened versus 2024. Alongside these mixed figures, Roper completed a US$500 million buyback of 1,120,000 shares, underscoring management’s willingness to return capital even as it signaled a slower organic growth outlook, particularly at its...

TransDigm Group reported fiscal first-quarter 2026 results on February 3, 2026, with sales rising to US$2,285 million while net income and earnings per share declined year on year, and the company raised its fiscal 2026 guidance for net sales to US$9.85 billion–US$10.04 billion and earnings per share to US$32.47–US$34.39. Management also highlighted recent agreements to acquire Stellant Systems and Jet Parts Engineering with Victor Sierra Aviation for about US$3.20 billion, underscoring a...

General Mills (NYSE:GIS) has appointed Joan Bottarini, a senior finance leader from Hyatt Hotels, to its board of directors. The company has amended its corporate bylaws, including procedures for director nominations and shareholder proposals. These governance changes are designed to update how the board is formed and how shareholders can formally engage with the company. General Mills, trading at $45.62, has seen a 2.2% gain over the past week, while returns over 1, 3 and 5 years have been...