U.S. Semiconductors Stock News

Interest in Dynatrace (DT) has picked up after a cluster of analyst updates and fresh announcements about deeper collaborations with Google Cloud and AWS, putting its AI observability platform back in the spotlight for investors. See our latest analysis for Dynatrace. Despite the recent collaborations with Google Cloud and AWS and a series of analyst updates, Dynatrace’s share price, at $42.63, sits roughly flat for the year to date with a 0.66% share price return. The 1 year total...

In early January 2026, RPM International Inc.’s board declared a regular quarterly cash dividend of US$0.54 per share, payable on January 30, 2026, to stockholders of record as of January 16, 2026. This latest payout continues RPM’s 52-year streak of raising its dividend, during which it has returned about US$3.80 billion in cash to shareholders, underscoring a long-running commitment to shareholder returns. Next, we’ll examine how RPM’s sustained dividend growth and upcoming earnings report...

TD SYNNEX recently reiterated its full-year and fourth-quarter fiscal 2025 guidance ahead of results due on January 8, 2026, while rolling out its “AI Game Plan” program to help partners boost AI adoption and tap into the AI-driven hardware refresh cycle. This push into AI-focused solutions comes alongside solid multi-year earnings and revenue growth and meaningful insider ownership, underscoring management’s alignment with long-term initiatives. Now we’ll examine how TD SYNNEX’s new “AI...

In recent days, Genesis Wealth, a non-OSJ branch office within LPL Financial, announced it had hired two senior financial advisors from JPMorgan Chase to its LPL-supported independent platform. This move highlights how LPL’s infrastructure and support model continue to appeal to experienced bank advisors seeking greater flexibility, reinforcing the platform’s role in the independent advisory ecosystem. Next, we’ll explore how this advisor recruitment momentum could influence LPL Financial’s...

Analyst attention puts McKesson back in focus Fresh analyst commentary on McKesson (MCK) has put the stock back on many watchlists, highlighting its 2025 performance, longer term earnings potential, supportive industry utilization trends, and several risks that could temper momentum. See our latest analysis for McKesson. At a share price of $824.92, McKesson has paired relatively steady recent share price moves, including a 90 day share price return of 9.15%, with a strong 1 year total...

In recent days, SM Energy reported that analysts have turned more constructive on the company’s measured production growth, focus on debt reduction, and targeted shareholder returns, even as forecasts point to lower earnings per share and revenue than a year ago. This shift in analyst sentiment highlights how rising free cash flow yield, improving leverage, and underappreciated drilling inventory are reshaping perceptions of SM Energy’s longer-term prospects. With analysts increasingly...

What Archrock’s Recent Performance Says About The Stock Archrock (AROC) has drawn fresh attention after a recent move in its share price, with the stock closing at $26.41, prompting investors to reassess its recent returns and underlying business profile. See our latest analysis for Archrock. Recent trading has been mixed, with a 1 month share price return of 5.94% alongside a modest 1 day decline. Over a 1 year period, a total shareholder return of 7.55% sits against very large 3 and 5 year...

Kilroy Realty has announced that, during 2025, it executed an additional 300,000 square feet of leases at Kilroy Oyster Point Phase 2, including a 16.5-year agreement with the University of California, San Francisco for about 280,000 square feet and a 20,000 square foot headquarters lease with a genomic sequencing foundry, bringing the project to roughly 44% leased. This long-duration commitment from UCSF, coupled with a life sciences headquarters tenant, underscores growing institutional...

Spire Inc. recently completed a fixed-income offering of US$200,000,000 in 6.375% fixed-rate junior subordinated unsecured notes due March 1, 2086, issued at a slight discount and callable by the company. This long-dated, subordinated structure could influence Spire’s capital mix and financial flexibility, with implications for how investors assess its long-term risk profile. We’ll now consider how issuing US$200,000,000 in junior subordinated unsecured notes may influence Spire’s existing...

In December 2025, Charles Schwab reported that its Schwab Trading Activity Index™ (STAX) eased to 48.48 from 48.75 in November, with clients turning modest net sellers across sectors amid year-end portfolio repositioning. This slight pullback in activity offers a window into how retail investors on Schwab’s platform adjusted risk and sector exposure at the close of the year, providing a fresh data point on client behavior. We’ll now examine how December’s softer STAX reading and year-end...

Saba Capital Management, L.P. recently expanded its position in ASA Gold and Precious Metals Ltd through multiple open-market share purchases, including 8,782 shares on January 2, 2026, and additional blocks of 5,284 and 11,292 shares. With ASA now representing a meaningful portion of Saba Capital Management’s portfolio and insiders recording predominantly buy transactions over the past six months, major shareholders appear to be reinforcing their commitment to the company. We’ll now examine...

In late December 2025, American Airlines reported a very strong quarter with earnings guidance for the following quarter exceeding analysts’ expectations and a clear earnings beat, as CEO Robert Isom highlighted that the team is delivering on its commitments. Soon after, the airline faced FAA airspace restrictions tied to a U.S. military operation in Venezuela, and its rapid response, issuing travel waivers, adding over 20 flights, and deploying larger aircraft to restore Caribbean service,...

Zeta Global Holdings (ZETA) has drawn fresh attention after announcing a collaboration with OpenAI at CES 2026, integrating OpenAI models into its Athena marketing agent and coinciding with sharp swings in the share price. See our latest analysis for Zeta Global Holdings. The OpenAI collaboration and Athena rollout sit on top of a strong run, with the 30 day share price return of 13.75% and a 1 year total shareholder return of 19.2% pointing to momentum that has recently picked up rather than...

Alaska Air Group (ALK) is back in focus after detailing the Kahuʻewai Hawaiʻi Investment Plan, a more than US$600 million, five year commitment at Hawaiian Airlines to upgrade airports, aircraft cabins, technology, and local programs. See our latest analysis for Alaska Air Group. That Hawaiʻi investment plan lands at a time when momentum in Alaska Air Group’s shares has been gently improving, with a 90 day share price return of 5.76% and a 1 year total shareholder return of a 20.68% decline,...

In the past week, Dominion Energy responded to a U.S. Department of the Interior order imposing a 90-day halt on its Coastal Virginia Offshore Wind Project, while also seeking a US$322 million rate increase in South Carolina that would add about US$20 to average monthly residential bills from July. The pause of this flagship offshore wind project, which Dominion argues is essential for meeting surging power demand from military, AI, and civilian systems, highlights how regulatory decisions...

Constellation Brands (STZ) is back in focus after its latest earnings report showed both revenue and earnings per share topping Wall Street forecasts, with beer labels like Modelo and Corona again doing the heavy lifting. See our latest analysis for Constellation Brands. At a share price of $142.51, Constellation Brands has seen a 1-day share price return of 0.95% and a 7-day share price return of 1.70%. However, the 1-year total shareholder return of 33.13% decline suggests momentum has been...

If you are wondering whether Lumen Technologies at around US$7.57 is a bargain or a value trap, you are not alone. This article will focus on what the numbers actually suggest about the stock's value. The share price has had mixed returns, with a 3.2% decline over the last 7 days and an 8.4% decline over 30 days, while the 1 year return sits at 36.4% and the 3 year return at 35.2%, compared with a 5 year return of an 18.5% decline. Recent coverage around Lumen has largely focused on its...

Millrose Properties (MRP) is in focus after recent trading left the stock at a last close of $29.41, with short term returns under pressure and recent fundamentals giving investors more to weigh. See our latest analysis for Millrose Properties. That recent 1 day share price return of 1.41% and 30 day share price return of 7.25%, alongside a 90 day share price return of 10.03% and year to date share price return of 1.41%, points to momentum that has been fading rather than building. This may...

Ulta Beauty (ULTA) is expanding its assortment by rolling out Selena Gomez’s Rare Beauty line across all 1,500+ stores and online starting February 1, paired with a limited-time donation program supporting youth mental health initiatives. See our latest analysis for Ulta Beauty. For context, Ulta Beauty’s share price has been firming, with a 90 day share price return of 11.55% and a 1 year total shareholder return of 47.37%. This suggests momentum has been building alongside initiatives like...

Short term move and recent performance context With no single headline event driving trading, Lincoln National (LNC) has still drawn attention after a 2.8% one day move, along with gains over the past week, month, and past 3 months. See our latest analysis for Lincoln National. The recent 1 day share price return of 2.75% at a latest share price of US$46.25 sits within a stronger trend, with a 30 day share price return of 8.21%, a 90 day share price return of 15.97%, and a 1 year total...

Raymond James’ upgrade of Estée Lauder Companies (EL) to Strong Buy puts fresh attention on the company’s turnaround story, with the firm highlighting better U.S. market share trends and recovering category growth in China. See our latest analysis for Estée Lauder Companies. The upgrade comes after a period where the 90-day share price return of 12.95% suggests improving momentum, while the 1-year total shareholder return of 48.40% contrasts with weak 3 and 5 year total shareholder returns,...

Western Union stock: what recent returns might be telling investors Without a single headline event driving attention, Western Union (WU) has drawn interest after a stretch of mixed share performance, with modest recent gains contrasting with weaker multi year total returns. See our latest analysis for Western Union. Western Union’s recent share price return of 16.56% over 90 days and 4.31% over 30 days at a share price of $9.43 contrasts with a much weaker 5 year total shareholder return...

If you are wondering whether Booz Allen Hamilton Holding's share price reflects its underlying value, you are not alone. This article focuses on exactly that question. The stock last closed at US$89.34, with returns of 4.9% over 7 days, 1.5% over 30 days, 5.2% year to date, a 29.4% decline over 1 year and a 3.1% decline over 3 years, while the 5 year return sits at 5.4%. Recently, investors have been paying closer attention to Booz Allen Hamilton Holding as broader coverage has highlighted...

In recent days, Micron Technology reported record revenue and margin expansion as AI-driven demand for high-bandwidth memory and DRAM collided with global supply shortages, leaving its 2026 HBM capacity fully booked. This surge has positioned Micron as a central beneficiary of what many analysts describe as a multi‑year AI-related memory supercycle, reshaping expectations for its earnings power and capital spending. We'll now examine how Micron's fully booked 2026 high-bandwidth memory...