U.S. Semiconductors Stock News

Baidu’s Apollo Go unit recently received Dubai’s first permit for fully driverless vehicle trials and opened its 2,000-square-meter Apollo Go Park, while Baidu is also preparing a Hong Kong IPO for its AI chip subsidiary Kunlunxin with Baidu retaining majority ownership. Together, the Dubai driverless permit and Kunlunxin listing plan highlight how Baidu is extending its AI ecosystem across both global mobility services and semiconductor hardware. We’ll now examine how Baidu’s planned...

RPM International Q2 2026 Earnings Snapshot RPM International (RPM) has just posted another solid quarter, with Q1 2026 revenue of US$2.1 billion and basic EPS of US$1.78 setting the tone for its latest Q2 2026 update, backed by trailing twelve month revenue of US$7.5 billion and EPS of US$5.38. The company has seen revenue move from US$2.0 billion and EPS of US$1.41 in Q4 2024 to US$2.1 billion and EPS of US$1.78 in Q1 2026, while net income on a trailing basis sits at US$686.0 million. With...

Conference spotlight and why TETRA is on investor radar TETRA Technologies (TTI) is drawing fresh attention as senior management heads into the Needham Growth Conference and CJS Securities New Ideas for the New Year event, putting its energy services and lithium projects in front of more investors. See our latest analysis for TETRA Technologies. The upcoming conference appearances come after a period of strong momentum, with a 90 day share price return of 77.46% and a very large 5 year total...

Wondering if CNO Financial Group at around US$43.91 is still offering value after its strong run, or if most of the opportunity has already been priced in. The stock has returned 3.4% over the last 7 days, 9.7% over the last 30 days, 4.1% year to date, 20.3% over 1 year and more than doubled over 3 and 5 year periods. These moves sit against ongoing interest in insurers that some investors see as potential income and stability anchors, as well as periodic shifts in sentiment around...

Marriott Bonvoy announced in early 2026 that it had partnered with FIFA as the Official Hotel Supporter in North America for the FIFA World Cup 2026, offering fans exclusive stays, curated fan experiences, and special packages across Canada, Mexico, and the US in collaboration with Visa. This global sports partnership meaningfully elevates Marriott’s brand visibility and loyalty engagement potential across key North American markets during one of the world’s most-watched events. We’ll now...

In early January 2026, multiple law firms filed or announced securities class actions against Fermi Inc., alleging its October 2025 IPO materials and subsequent disclosures misrepresented tenant demand and funding risks tied to the Project Matador data center campus after a key $150 million tenant agreement was terminated. The lawsuits focus on whether Fermi adequately disclosed its heavy dependence on a single tenant’s financing commitment, a governance and risk-transparency issue that...

Gorilla Technology Group (GRRR) is back on investor radars after it agreed to invest in Astrikos AI, a move aimed at extending its edge computing and video analytics offerings into AI-ready smart infrastructure globally. See our latest analysis for Gorilla Technology Group. The Astrikos AI deal comes after a volatile stretch for Gorilla Technology Group, with a 7 day share price return of 19.6% following a 90 day share price return decline of 27.77%. The 3 year total shareholder return...

Honeywell International (HON) is back in focus as investors weigh strong recent momentum in its Aerospace Technologies segment, alongside the upcoming January 29 earnings report, which ties current share performance closely to near term demand trends. See our latest analysis for Honeywell International. At a share price of $205.24, Honeywell’s recent 1 month share price return of 7.92% and 7.59% three year total shareholder return suggest momentum has been improving as investors react to...

Starbucks recently regained inclusion in Walt Disney World’s 2026 Disney Dining Plan, restoring its coffeehouses at key parks such as EPCOT’s Connections Café and Magic Kingdom’s Main Street Bakery to the program and potentially enhancing guest traffic and on-site spending. This renewed Disney partnership underscores how powerful venue tie-ins can reinforce Starbucks’ role as an everyday treat woven into major leisure experiences. We’ll now examine how the revived Disney Dining Plan access,...

Wondering whether Tilray Brands at around US$9.13 is priced for a rebound or more pain? This article walks you through what that price might actually imply about value. The stock has recently shown mixed momentum, with a 1.1% return over the last 7 days and 12.9% over the last 30 days, while still sitting on a 6.1% decline year to date and a 33.4% decline over the past year. Recent coverage around Tilray Brands has focused on its position in the cannabis and consumer packaged goods space, as...

If you are wondering whether Archrock is fairly priced or offering value at its recent levels, you are in the right place. Archrock's share price recently closed at US$26.06, with returns of 0.2% over 7 days, 3.0% over 30 days, a 2.1% decline year to date, and gains of 6.3% over 1 year, 207.7% over 3 years and 230.9% over 5 years. These return figures give useful context for thinking about what investors have been willing to pay for the stock over different periods and how sentiment has...

If you are wondering whether Qorvo's share price gives you good value right now, this article focuses on what the numbers say rather than market hype. The stock closed at US$82.88, with a 1.9% decline over the last 7 days and a 7.0% decline over 30 days, even though the 1 year return sits at 13.4% and the 5 year return at a 54.9% decline. Recent coverage of Qorvo has highlighted its role in the broader semiconductor space and how sentiment around the sector can affect companies with similar...

Franklin Resources (BEN) is back in focus after reporting preliminary assets under management of US$1.68b for December 2025, supported by US$28b in long term net inflows and gains across equity, fixed income, and alternatives. See our latest analysis for Franklin Resources. At a share price of US$25.45, Franklin Resources has seen buying interest build recently, with a 7 day share price return of 6.53% and a 1 year total shareholder return of 36.19%, suggesting momentum has been improving as...

Analog Devices (ADI) moved higher as part of a broad semiconductor rally, with investors responding to growing enthusiasm around artificial intelligence and the possibility of more accommodative Federal Reserve policy supporting risk assets. See our latest analysis for Analog Devices. The recent move to a US$299.16 share price comes on top of a 32.77% 90 day share price return and a 37.95% 1 year total shareholder return, hinting at building momentum as AI enthusiasm meets a lower P/E and P/B...

Mueller Water Products (MWA) moved higher as investors rotated into defensive names following news of a large proposed government infrastructure and defense spending plan, with the stock gaining 3.5% in the afternoon session. See our latest analysis for Mueller Water Products. That 3.5% intraday move sits on top of a 4.95% 7 day share price return and a 4.43% year to date share price return, while the 1 year total shareholder return of 14.34% and 3 year total shareholder return of 115.64%...

Amgen (AMGN) has just entered an exclusive license agreement with DISCO Pharmaceuticals, giving it global rights to develop cancer therapies based on DISCO's cell surface proteomics platform. This move directly targets new oncology opportunities. See our latest analysis for Amgen. That DISCO Pharmaceuticals agreement comes on top of a busy few days for Amgen, including the up to $840 million Dark Blue Therapeutics cancer deal and an upgrade from UBS. The shares trade at $330.11 after a 5.18%...

Helen of Troy's Latest Numbers Set a Tough Backdrop Helen of Troy (HELE) has just posted another tough quarter, with Q2 2026 revenue at US$431.8 million and a basic EPS loss of US$13.44, alongside trailing twelve month revenue of US$1.8 billion and a basic EPS loss of US$28.77. Over recent periods, the company has seen quarterly revenue move between US$371.7 million and US$530.7 million, while basic EPS has swung from profits of around US$2.22 per share to losses of US$19.65 and US$13.44 per...

TD SYNNEX (SNX) has reported fresh FY 2025 numbers with Q3 revenue of about US$15.7b and basic EPS of US$2.76, set against trailing 12 month revenue of roughly US$61.0b and EPS of US$9.24. The company has seen quarterly revenue range from about US$14.5b to US$15.8b over the last six reported periods, while basic EPS has moved between US$1.67 and US$2.76 across the same timeframe. This gives investors a clear view of how earnings are tracking alongside a very large top line. With trailing net...

Earlier this week, Figure Technology Solutions, Inc. (NASDAQ: FIGR) hit a fresh all-time high as investors reacted to growing expectations of Federal Reserve interest-rate cuts that could support rate-sensitive lending activity. The news underscored how Figure’s business model is closely tied to movements in borrowing costs, particularly in mortgages, refinancing, and home equity lending. With this backdrop of anticipated rate cuts potentially aiding residential lending demand, we’ll examine...

Acuity Brands (AYI) has just opened Q1 2026 earnings season with context of recent quarterly revenue of US$1.2b and basic EPS of US$3.71, alongside trailing twelve month EPS of US$12.85 on revenue of US$4.3b. Over the past few quarters, the company has seen revenue move from US$968.1m in Q3 2024 to US$1.2b in Q4 2025, while quarterly basic EPS has ranged from US$2.50 to US$3.86 across that stretch. This sets the backdrop for how you might frame the latest print. With trailing net profit...

Richardson Electronics (RELL) just posted its latest quarter with Q2 2026 revenue of US$54.6 million and basic EPS of US$0.13, while trailing 12 month figures sit at US$209.8 million of revenue and EPS of US$0.01. Over recent quarters the company has seen revenue move between US$47.4 million and US$54.6 million, with basic EPS ranging from a quarterly loss of US$0.14 to a profit of US$0.13. This feeds into a trailing year that includes one large US$2.8 million loss item and only a small net...

Abbott Laboratories (ABT) just introduced Libre Assist within its Libre app at CES 2026, using generative AI and continuous glucose data to give diabetes patients real time guidance on how upcoming meals might affect their glucose levels. See our latest analysis for Abbott Laboratories. The Libre Assist launch comes as Abbott’s share price sits at US$126.18, with a 30 day share price return of 4.07% and some recent volatility reflected in a 90 day share price return of a 4.82% decline, while...

Moog (MOG.A) is back on many investors’ screens after a series of earnings surprises over the last four quarters. This has aligned with stronger sentiment and fresh debate around what the stock is worth. See our latest analysis for Moog. Recent enthusiasm has also shown up in the trading data, with a 12.18% 30 day share price return and a 30.45% 1 year total shareholder return. This points to building momentum around Moog at the current US$262.98 share price. If Moog has caught your...

Globus Medical (GMED) is back in focus after management issued new guidance that points to fourth quarter 2025 sales of about US$823.2 million and full year 2025 revenue of roughly US$2.936b. See our latest analysis for Globus Medical. The guidance update has arrived after a strong run in the shares, with a 90-day share price return of 67.26% and a 1-year total shareholder return of 9.32%. This suggests that momentum has recently picked up from a more modest long term profile. If this kind of...