U.S. Semiconductors Stock News

Recent share moves and where Exxon Mobil (XOM) stands now Exxon Mobil (XOM) has drawn fresh attention after a recent run in its share price, with the stock up around 13% over the past month and about 21% in the past 3 months. See our latest analysis for Exxon Mobil. That recent strength comes after a choppy year, with a 1 year total shareholder return of 33.98% supported by dividends and a 5 year total shareholder return of about 3x, even though the latest 1 day share price return of a 2.12%...

Lucid Group's Lucid Air Grand Touring recorded the longest range result at the 2026 Norges Automobil Forbund Winter Test. The company plans to preview a new midsize vehicle and present a broader roadmap at its upcoming Investor Day. Investor Day is expected to cover Lucid's future product pipeline, autonomy plans, and software development priorities. For investors watching NasdaqGS:LCID, this mix of product performance and roadmap detail comes at a time when premium EV makers are under...

How Tyson Foods' Latest Numbers Fit the Bigger Earnings Story Tyson Foods (TSN) has just reported its Q1 2026 results, with recent quarterly revenue ranging from about US$13.1b to US$13.9b and basic EPS between roughly US$0.02 and US$1.01, while trailing twelve month figures include total revenue of about US$54.4b and EPS of around US$1.33. Over the last few reported quarters, the company has seen revenue move from US$13.6b in Q1 2025 to US$13.9b in Q4 2025, with quarterly EPS shifting from...

Paychex recently expanded its Board of Directors to 11 members and appointed former Cintas CFO J. Michael Hansen as an independent director, assigning him to the Audit Committee with immediate effect. Hansen’s long financial career, including his experience at Cintas and prior board role at Paycor (now owned by Paychex), deepens the company’s governance and financial oversight bench. We’ll explore how this board appointment, alongside analyst concerns about growth and acquisition benefits,...

BeOne Medicines reported pivotal Phase 3 trial results in gastric cancer for its pipeline, confirming a key late stage clinical milestone. The company also received its first regulatory clearance for sonrotoclax, a next generation BCL2 inhibitor. These updates expand the medical and commercial potential of BeOne Medicines beyond previously disclosed information. For investors watching BeOne Medicines, ticker NasdaqGS:ONC, the news comes at a time when the stock has shown strong longer term...

Denali Therapeutics recently highlighted past and upcoming presentations of clinical and preclinical data for its Enzyme Transport Vehicle programs in rare lysosomal storage disorders, alongside an ongoing FDA Priority Review of tividenofusp alfa for Hunter syndrome with a decision expected by 5 April 2026. The FDA’s halt of a competing Hunter syndrome gene therapy trial has drawn attention to Denali’s ETV platform as a potential alternative approach for delivering enzyme replacement...

Why Honeywell’s latest quarter grabbed investor attention Honeywell International (HON) is back in focus after its fourth quarter beat on adjusted earnings, with double digit organic revenue growth, a record backlog above US$37b, and updated 2026 guidance that reinforced management’s profitability message. See our latest analysis for Honeywell International. The renewed interest around Honeywell’s earnings beat, record backlog and 2026 outlook has come alongside a 16.2% year to date share...

Broadcom (NasdaqGS:AVGO) is expanding its role in custom AI accelerators and ASIC design for major clients such as Google and OpenAI, supporting rapid growth in its AI semiconductor revenue. The company has recently emerged as a key partner in building AI infrastructure, with multiple analysts highlighting its position in AI custom-chip development. Broadcom also resolved a legal dispute with Fidelity related to VMware software licensing, removing a potential operational hurdle following the...

OpenText (NasdaqGS:OTEX) has appointed Ayman Antoun as Chief Executive Officer. The company has agreed to divest its Vertica business to concentrate on core cloud and AI offerings. These decisions were announced together, signaling a shift in leadership and portfolio focus. OpenText operates in enterprise information management, supplying software that helps large organizations manage content, security, and data across on-premises and cloud environments. The arrival of a new CEO with a...

Operational headwinds put John Wiley & Sons (WLY) under closer investor scrutiny Recent commentary on John Wiley & Sons (WLY) points to ongoing declines in sales and free cash flow margins, with weak demand projected over the next year and higher capital needs raising fresh questions about long term growth. See our latest analysis for John Wiley & Sons. Wiley's share price has climbed 6.41% over the past month but is still down 17.18% over the last 90 days, while its 1 year total shareholder...

Analyst caution meets resilient fundamentals at Zoetis Zoetis (ZTS) is back in focus after several Wall Street firms recently downgraded or tempered their views, highlighting an innovation air pocket even as the animal health group continues to show solid cash generation and dividend consistency. See our latest analysis for Zoetis. Recent rating changes and trimmed outlooks have coincided with a soft patch in Zoetis’ share price, with a 1 year total shareholder return of 26.28% decline and a...

Teledyne Technologies recently reported full-year 2025 results, with sales of US$6,115.4 million and net income of US$894.8 million, issued 2026 earnings guidance, completed a US$400 million buyback of 800,000 shares, announced a board retirement effective April 2026, and highlighted new defense and space imaging wins. Fresh contracts for Black Hornet 4 reconnaissance systems in Switzerland and GAVIA underwater vehicles in Sweden, alongside NASA’s BlackCAT mission deployment, underline...

Eli Lilly (NYSE:LLY) is committing $3.5 billion to build a new manufacturing facility in Pennsylvania focused on next generation weight loss medicines. The company has also entered multibillion-dollar collaborations with Repertoire Immune Medicines to pursue autoimmune treatments. A separate agreement with Seamless Therapeutics targets gene editing approaches for genetic hearing loss. Eli Lilly enters this phase of expansion with its shares at $1,044.13 and a 5-year return of 434.7%. The...

Boeing has joined a major US initiative to build a stockpile of critical minerals used in aerospace manufacturing. The program aims to reduce reliance on Chinese rare earth elements and support long term supply chain security. Alongside this, Air India placed a new order for 30 Boeing aircraft, adding to the company’s commercial backlog. Regulatory developments, including recent safety and certification updates, remain in focus for Boeing and its operations. For investors watching NYSE:BA,...

Recent performance snapshot Wyndham Hotels & Resorts (WH) has recently drawn attention after a stretch of weaker share performance, with the stock down about 5% over the past week and about 4% over the past month. Over the past 3 months the share price shows a decline of about 1%, while the 1 year total return is about 30% lower. Longer term, the 5 year total return stands at roughly 26%, offering useful context for investors assessing the current pullback. See our latest analysis for Wyndham...

Ultragenyx Pharmaceutical has resubmitted its Biologics License Application to the FDA for accelerated approval of UX111, an AAV9 gene therapy for Sanfilippo syndrome type A, including longer-term neurologic, biomarker, and safety data that address prior regulatory questions. This resubmission, if ultimately approved, could bring the first-ever approved treatment for this fatal pediatric disease, potentially transforming care for an area with no existing therapies. We’ll now examine how the...

Coca-Cola has drawn fresh attention from investors as it prepares to report fourth-quarter and full-year 2025 results, while managing a CEO transition from James Quincey to incoming chief Henrique Braun and highlighting continued international investment and product innovation. At the same time, the company’s decades-long pattern of dividend increases and its reputation as a defensive, income-oriented business are re-emerging as key reasons investors are watching it closely. We’ll now...

If you are wondering whether Meta Platforms stock still offers value at current levels, the key question is how its market price compares with what the underlying business could be worth. The shares last closed at US$706.41, with returns of 5.1% over the past 7 days, 8.6% over the past month and year to date, and 1.6% over the past year. These recent price moves may be changing how investors see its upside and risk. Recent headlines have focused on Meta Platforms ongoing investment in...

Melco Resorts & Entertainment’s flagship production “House of Dancing Water” was awarded the Macao SAR Government’s Medal of Merit – Tourism, recognizing its long-running contribution to the city’s tourism sector and its reimagined return in May 2025 with upgraded visual effects and stage technology. This government honor not only reinforces Melco’s role in shaping Macau’s entertainment ecosystem but also highlights how destination-scale shows can support broader, tourism-led growth...

In late January 2026, Amneal Pharmaceuticals was added to the S&P SmallCap 600, S&P 1000, S&P 600 Health Care, and S&P Composite 1500 indices, while also finalizing a nationwide opioids settlement involving US$88.5 million in cash payments and up to US$177.4 million in naloxone nasal spray over ten years. Together, index inclusion and resolution of a substantial portion of opioid-related litigation broaden Amneal’s investor visibility while reducing a key legal overhang on the...

Restaurant Brands International (NYSE:QSR) and CPE have completed a major joint venture to expand Burger King across China. CPE is providing substantial new capital and will hold a large majority interest in the combined China business. The partnership is focused on rapidly increasing Burger King’s footprint in China by pairing Restaurant Brands’ global brand know how with CPE’s local operating expertise. Restaurant Brands International, trading at $66.98, is adding this China joint venture...

Amazon.com (NasdaqGS:AMZN) is reported to be in early talks to invest up to US$50b in OpenAI. The company has announced layoffs affecting over 16,000 corporate employees, more than 10% of its corporate workforce. Management is framing the cuts as part of a shift toward a leaner, more AI powered organization. For you as an investor, this pairing of a potential US$50b AI investment with large corporate layoffs puts Amazon's long term priorities in sharp focus. The company already spans e...

Salesforce stock: recent performance snapshot Salesforce (CRM) has been under pressure recently, with the stock showing a 0.7% decline over the past day and an 8.1% decline over the past week, adding to weakness over the past month and past three months. See our latest analysis for Salesforce. Looking beyond this week, Salesforce’s share price return year to date is a 16.9% decline, while the 1 year total shareholder return of 37.5% decline contrasts with a 26.2% gain over 3 years and a 10.7%...

American Express (NYSE:AXP) is tightening Centurion Lounge guest rules, including limiting access to travelers on the same flight as the cardholder and capping visits to 5-hour layovers. The company is preparing to move its headquarters to 2 World Trade Center in New York, signaling a potential relocation of its corporate base. American Express sits at the intersection of payments, lending, and travel rewards, so changes to lounge access touch a core part of its brand for frequent...