U.S. Semiconductors Stock News

Stride (LRN) is back in the headlines after a securities class action accused the online education company of inflating enrollment with so called ghost students and downplaying compliance and customer experience problems. See our latest analysis for Stride. The lawsuit headlines land at a tricky moment for Stride, with a recent 3.08% 1 month share price return to 64.61, but a sharply negative 1 year total shareholder return of 39.70% that signals fading momentum despite strong three year and...

Interactive Brokers Group (IBKR) is back in focus after reporting that both individual and hedge fund clients beat the S&P 500 in 2025. This highlights how its low cost, execution focused platform can shape investor outcomes. See our latest analysis for Interactive Brokers Group. That backdrop has helped the share price to $67.23, with a 1 day share price return of 4.54% and a softer 90 day share price return of minus 3.42%, while the 1 year total shareholder return of 47.15% and 5 year total...

Hawaiian Electric Industries is contending with ongoing wildfire litigation, tighter regulatory scrutiny, and questions over its future structure, all of which continue to shape how investors view the utility today. The company’s outlook now hinges less on typical utility fundamentals and more on how courts, regulators, and potential strategic decisions ultimately define its legal exposure, grid investment recovery, and access to funding. Next, we’ll examine how this unresolved wildfire...

Qorvo (QRVO) has quietly outperformed over the past year, even as the stock has slipped in the past month and past 3 months, which sets up an interesting risk reward backdrop. See our latest analysis for Qorvo. With the share price now at $86.27, Qorvo’s recent pullback contrasts with a much stronger 1 year total shareholder return of 22.14 percent. This suggests momentum is cooling even as the longer term recovery story remains intact. If Qorvo’s mixed momentum has you reassessing your...

Coinbase Global (COIN) has quietly slipped about 12% over the past month and nearly 39% in the past 3 months, even as its 3 year total return still sits above 600%. See our latest analysis for Coinbase Global. Despite the pullback, Coinbase's latest share price of $236.53 leaves its year to date share price return roughly flat. A 3 year total shareholder return above 600% shows how powerful the longer term crypto cycle has been, with recent weakness hinting that momentum is cooling as...

Albemarle (ALB) is back on investors radar after a wave of upbeat calls from major banks, all pointing to the same theme: lithium market fundamentals finally look like they are turning a corner. See our latest analysis for Albemarle. The flurry of bullish calls has arrived just as Albemarle’s momentum has visibly turned, with a roughly 15% 1 month share price return and a powerful 56% 3 month share price return pushing its 1 year total shareholder return to about 67 percent. However, long...

JFrog (FROG) has quietly become a stock worth a closer look, with shares sliding about 10% over the past week but still up roughly 25% in the past 3 months. See our latest analysis for JFrog. At around $59.57 per share, JFrog has given investors a 1 year total shareholder return of about 91%, on top of a strong 3 month share price rebound. This suggests momentum is still very much alive despite the recent pullback. If that kind of move has you wondering what else could be setting up for the...

Bank of N.T. Butterfield & Son (NYSE:NTB) has quietly outpaced many regional peers over the past year, and that steady climb has investors asking whether the latest pullback is a buying window. See our latest analysis for Bank of N.T. Butterfield & Son. Recent trading has been choppy, but the latest dip comes after a strong multi month run. An 18.96% 90 day share price return has fed into a 41.51% one year total shareholder return, suggesting momentum is cooling rather than collapsing as...

Datavault AI (DVLT) jumped into the spotlight after announcing a special dividend in the form of warrants, with January 7 set as the record date. The news sent the stock up more than 20%. See our latest analysis for Datavault AI. The warrant dividend has arrived after a bruising stretch, with a 90 day share price return of minus 51.44 percent and a one year total shareholder return of minus 54.30 percent. This week’s sharp bounce hints at shifting sentiment rather than a confirmed...

In Q3 CY2025, Howard Hughes Holdings reported revenue growth of 19.3% year on year and GAAP earnings of US$2.02 per share, significantly exceeding analysts’ expectations. CEO David R. O’Reilly framed this earnings beat as evidence that the company’s real estate platform is holding up well during its shift toward a broader holdings structure. We’ll now explore how this strong earnings outperformance, particularly the higher‑than‑expected profit per share, may reshape Howard Hughes Holdings’...

Red Cat Holdings has emerged as a key player in the U.S. defense drone market, supplying Blue List-approved systems into programs such as the SRR Tranche 2 contract and participating in the US$1.00 billion Drone Dominance Program as military demand has accelerated in recent periods. An interesting angle for investors is Red Cat’s push beyond aerial drones into unmanned surface vehicles, which adds a new growth avenue even as the company continues to wrestle with low gross margins and heavy...

CareTrust REIT (CTRE) has quietly pulled ahead of many REIT peers, with the stock up roughly 43% over the past year, even after a softer past month and recent week. See our latest analysis for CareTrust REIT. The pullback over the past month looks more like a breather than a reversal, with a 90 day share price return of about 5% sitting on top of a 1 year total shareholder return of roughly 43%, suggesting momentum is easing but still clearly positive. If CareTrust’s run has you thinking more...

If you are wondering whether Alphabet is still a smart buy at today’s price, or if most of the upside is already baked in, you are in the right place to unpack what the numbers really say about its value. Despite some short term noise, with the stock up 0.5% over the last week, down 1.9% over the last month, and roughly flat year to date, the focus for many investors is the 65.0% gain over the past year and a 263.6% return over three years that has reset expectations. Investor sentiment has...

BJ's Wholesale Club Holdings (BJ) has quietly delivered steady gains over the past few years, and with annual revenue and net income both growing around mid single digits, investors are revisiting its long term potential. See our latest analysis for BJ's Wholesale Club Holdings. At around $91.92, BJ's one year total shareholder return of roughly 4.5 percent and five year total shareholder return above 140 percent suggest steady, if unspectacular, momentum as investors weigh resilient...

Warren Buffett has now retired as chief executive of Berkshire Hathaway after a leadership tenure that began in 1965, with longtime lieutenant Greg Abel officially assuming the CEO role while Buffett remains chairman. As Berkshire enters this post-Buffett era, investors are intensely focused on how Abel will deploy the conglomerate’s very large cash pile and reshape capital allocation. We’ll now examine how Buffett’s handover to Greg Abel may influence Berkshire Hathaway’s investment...

Starwood Property Trust (STWD) has quietly outpaced many income names over the past 3 years, and that performance comes with a story that income focused investors should not ignore. See our latest analysis for Starwood Property Trust. At around $18.42 per share, Starwood’s 1 day share price return of 2.28% and modest 30 day share price gain contrast with its solid 3 year total shareholder return of 30.77%. This suggests steady income driven momentum rather than a speculative spike. If this...

Wondering if LTC Properties is quietly undervalued or just fairly priced for its steady dividends and niche in senior housing? You are not alone if you are trying to figure out whether it still has room to run from here. The stock is up 7.9% over the last year but has been basically flat year to date at 0.0%, with a small 1.4% gain in the past week partly offsetting a 1.5% dip over the last month. Recent headlines have focused on LTC steadily recycling capital into newer senior housing and...

Hewlett Packard Enterprise (HPE) has quietly delivered a mixed performance for shareholders, with the stock up around 4% over the past month but slightly lower over the past 3 months, inviting a closer look at its valuation. See our latest analysis for Hewlett Packard Enterprise. At around $24.17 per share, Hewlett Packard Enterprise has seen modest 1 month and 1 year share price and total shareholder return gains. This suggests steady but not explosive momentum as investors reassess its...

Corcept Therapeutics (CORT) was rocked after the FDA issued a Complete Response Letter for relacorilant, rejecting its New Drug Application and demanding more evidence, a decision that immediately reshaped sentiment around the stock. See our latest analysis for Corcept Therapeutics. The regulatory shock explains why Corcept’s 7 day share price return is down 53.78 percent and its 30 day share price return is down 55.64 percent, even though the 3 year total shareholder return is still up 85.08...

Spectrum Brands Holdings (SPB) has been quietly rebuilding momentum, with the stock edging up about 5% over the past month even as its one year return remains in the red. See our latest analysis for Spectrum Brands Holdings. That latest 13.3% 3 month share price return suggests sentiment is warming again, even though the 1 year total shareholder return is still firmly negative as the market reassesses Spectrum Brands Holdings valuation and earnings resilience. If this kind of rebound has you...

Kinder Morgan (KMI) just gave investors another reason to revisit the stock, as shipper commitments on its Western Gateway Pipeline advance a broader 9.3 billion dollar expansion push supported by another 10 billion in potential projects. See our latest analysis for Kinder Morgan. Those Western Gateway commitments arrive as Kinder Morgan’s 1 year total shareholder return of 2.33 percent has barely moved the needle, even though the 3 year and 5 year total shareholder returns of 75.85 percent...

Western Digital (WDC) is back in the spotlight after a 7% intraday jump, as investors respond to fresh reports of tight supply in high capacity storage and intensifying demand from artificial intelligence infrastructure build outs. See our latest analysis for Western Digital. The latest pop sits on top of a powerful trend, with Western Digital’s share price up strongly over the past quarter and its one year total shareholder return nearing 290 percent. This suggests that momentum is firmly...

NANO Nuclear Energy (NNE) is back on traders radar after signing a Memorandum of Understanding with the University of Illinois Urbana-Champaign to develop, build, and eventually operate its KRONOS MMR microreactor on campus. See our latest analysis for NANO Nuclear Energy. The MOU has clearly put NANO Nuclear Energy back in focus, with a 1 day share price return of about 15 percent to 27.61 even as its 30 day share price return remains sharply negative. This suggests speculative momentum is...

Recently, Vulcan Materials was highlighted as being well positioned to benefit from strong US infrastructure spending, resilient housing demand, and large public projects, supported by a defensible business model and pricing power. An interesting takeaway is that Vulcan is increasingly viewed as a long-term infrastructure play built on local market dominance and long-term contracts, rather than a short-term trading idea. Next, we’ll explore how this infrastructure-driven outlook,...