U.S. Semiconductors Stock News

Irenic Capital Management’s push to explore a sale of Integer Holdings, combined with a fresh securities fraud class action, has put the stock under a spotlight and sharpened the debate over what the company is really worth. See our latest analysis for Integer Holdings. Those twin shocks have jolted sentiment, and while the latest share price of $74.13 leaves Integer with a steep year to date share price loss alongside a roughly 44% one year total shareholder return decline, its three year...

Tuya Smart recently announced a partnership with Robopoet to launch “Fuzozo,” a cellular-enabled AI emotional companion that will use Tuya’s global cloud infrastructure to provide continuous support beyond the home, with a public debut planned at CES 2026. This collaboration highlights how Tuya is extending its AI and IoT platform beyond traditional smart-home devices into emotionally aware, mobile companion hardware that can operate globally. Next, we’ll examine how this AI emotional...

Formula One Group (FWON.K) has been back in focus after a cluster of upbeat analyst calls, fresh buy ratings, and higher outlooks that lean on growing sponsorship demand and potential Apple interest in F1 media rights. See our latest analysis for Formula One Group. Those bullish calls have helped the stock regain some traction, with the share price at $96.89 and a modest positive year to date share price return. A robust five year total shareholder return of 140.61 percent shows that long...

In December 2025, LKQ Corp said it had begun a formal process to sell its Keystone Automotive specialty parts division for a reported US$500 million to US$1.00 billion, as part of a broader portfolio simplification that also included the earlier US$410 million sale of its Pick Your Part business. The move follows pressure from activist investors, including Ananym Capital Management LP, urging LKQ to shed non-core operations and concentrate resources on its core North American...

MillerKnoll, Inc. has reported past results for the quarter ended November 29, 2025, with quarterly sales of US$955.2 million and net income of US$24.2 million, down from the prior year, while six‑month sales rose to US$1.91 billion and net income to US$44.4 million. The contrast between weaker quarterly profit metrics and improved performance over the six‑month period highlights how timing effects and business mix are influencing MillerKnoll’s earnings profile. We’ll now examine how this...

Adient has completed the acquisition of a 49% equity stake in SCI (Zhangjiakou) Co., Ltd., forming a joint venture focused on developing and manufacturing advanced automotive seating solutions for Chinese OEMs in the rapidly evolving local market. This partnership combines Adient’s global seating technology with SCI’s on-the-ground insights, potentially sharpening the company’s competitive edge and responsiveness to both local and global seating trends in China. Next, we’ll explore how this...

Alexander & Baldwin (ALEX) has quietly delivered a strong run lately, with the stock up roughly 34% over the past month and about 12% in the past 3 months, catching investors attention. See our latest analysis for Alexander & Baldwin. That surge caps an 18.8% year to date share price return and a 22.6% total shareholder return over the past year, suggesting momentum is building as investors reassess Alexander & Baldwin's Hawaii focused REIT story and valuation. If Alexander & Baldwin's recent...

Compañía de Minas BuenaventuraA (NYSE:BVN) has quietly turned into a strong performer, with the stock up about 40% over the past 3 months and more than doubling over the past year. See our latest analysis for Compañía de Minas BuenaventuraA. That surge in the share price, now at $28.11, comes on top of a powerful trend, with a roughly 22% 1 month share price return and a striking 3 year total shareholder return above 280%. This suggests momentum is still building as investors reassess its...

MARA Holdings (MARA) has had a rough stretch, with the stock sliding about 7% in the last session and roughly 17% over the past week, despite its solid revenue base. See our latest analysis for MARA Holdings. The latest drop takes MARA Holdings' 1 year total shareholder return to a steep loss, even though the 3 year total shareholder return remains firmly positive. This suggests that earlier momentum has clearly faded as investors reassess risk around digital asset exposure. If MARA's swings...

AptarGroup (ATR) just notched an important milestone, as its Bidose nasal spray system is the delivery platform for newly FDA approved CARDAMYST, a PSVT treatment, marking Aptar’s first dual Bidose combination product. See our latest analysis for AptarGroup. The CARDAMYST win lands at a mixed moment for investors, with AptarGroup’s share price at $123.63 after a solid 7 day share price return, but still weaker year to date momentum and a modestly positive 3 year total shareholder return. This...

RBC Capital Markets recently resumed coverage of International General Insurance Holdings, assigning an “Outperform” rating and emphasizing the insurer’s long-term track record of disciplined underwriting and consistent profitability in a softening market. The endorsement effectively spotlights IGIC’s cautious management style and underwriting strength as differentiators at a time when many peers face margin pressure. We’ll now examine how RBC’s renewed confidence in IGIC’s underwriting...

Marriott Vacations Worldwide recently announced that its Board of Directors increased the quarterly dividend to US$0.80 per share, payable on or around January 7, 2026, to shareholders of record as of December 24, 2025. This combination of a higher cash return and an extended share repurchase window underscores management’s focus on rewarding shareholders while exercising active capital management. Now we’ll examine how the dividend hike, alongside the extended buyback plan, may influence...

Earlier in December 2025, nCino, Inc. announced that its Board of Directors had authorized a stock repurchase program of up to US$100 million, to be funded through existing cash, credit capacity and future cash flows. This new buyback comes as Insight Holdings Group fully exited its nCino position and broader technology-sector concerns about AI profitability weighed on investor sentiment. Against this backdrop of a major institutional exit, we’ll explore how nCino’s US$100 million buyback...

Inhibrx Biosciences (INBX) just gave investors a fresh look at its oncology pipeline, highlighting progress in INBRX-106 combo trials with Keytruda and ozekibart studies that could support meaningful FDA conversations in 2026. See our latest analysis for Inhibrx Biosciences. That steady clinical drumbeat has been mirrored in the market, with the share price at $83.09 after a 7.09 percent 1 month share price return and a powerful 444.85 percent year to date share price return, contributing to...

First Bancorp (FBNC) has quietly turned in a strong stretch, with shares up about 10 % over the past month and roughly 23 % this year, outpacing many regional banking peers. See our latest analysis for First Bancorp. That steady climb reflects growing confidence after First Bancorp’s resilient fundamentals, with a roughly 23 % year to date share price return and a solid multi year total shareholder return indicating that momentum is building rather than fading. If First Bancorp’s run has you...

Allegiant Travel (ALGT) just rolled out a new loyalty lever, teaming up with Rocket Travel by Agoda to launch Allegiant Hotels and let Allways Rewards members earn or redeem points on global hotel stays. See our latest analysis for Allegiant Travel. The move comes as Allegiant Travel’s 30 day share price return of 35.9 percent and 90 day share price return of 36.8 percent signal improving momentum, even though year to date share price performance remains negative and the five year total...

Phreesia (PHR) just delivered its second straight profitable quarter, along with higher revenue and an upgraded outlook for 2026 and 2027, signaling a business that is finally scaling more efficiently. See our latest analysis for Phreesia. Despite the solid execution, Phreesia's share price has struggled this year, with a year to date share price return of negative 35.29 percent and a one year total shareholder return of negative 32.11 percent. This suggests sentiment is still catching up to...

Telephone and Data Systems (TDS) just rewired its main credit agreement, extending the maturity date, stripping out certain SOFR interest add ons, and opening up an extra $300 million of secured and unsecured borrowing capacity. See our latest analysis for Telephone and Data Systems. The refinancing lands at a time when TDS’s share price has quietly rebuilt confidence, with an 11.05% year to date share price return and a striking 308.65% three year total shareholder return. This points to...

Simon Property Group (SPG) just drew fresh attention after Director Randall Lewis bought more shares, extending a steady streak of insider buying. Together with upbeat Taubman integration commentary, this is reshaping how investors are sizing up the REIT. See our latest analysis for Simon Property Group. Against this backdrop, Simon’s share price has quietly trended higher, with a solid year to date share price return and an even stronger multiyear total shareholder return suggesting momentum...

Impinj (PI) just cleared a key hurdle in its third quarter, beating earnings and revenue expectations while rolling out new Gen2X features designed to tackle counterfeiting and messy tag data across large enterprise deployments. See our latest analysis for Impinj. The upbeat quarter appears to be breathing life back into the story, with a 1 month share price return of nearly 15% helping offset a weaker 3 month patch and backing up a 5 year total shareholder return near 291%. This suggests...

NorthWestern Energy Group (NWE) has quietly outpaced many utility peers this year, with the stock up about 31% over the past year and roughly 24% year to date, catching income-focused investors attention. See our latest analysis for NorthWestern Energy Group. The latest leg higher has been driven more by a gradual shift in risk perception than by any single headline. The 90 day share price return of 17.23 percent and the 1 year total shareholder return of 31.10 percent suggest that momentum...

Ligand Pharmaceuticals (LGND) just put numbers around its 2026 outlook, projecting total revenue between $245 million and $285 million, with the bulk expected from royalty streams rather than product or contract sales. See our latest analysis for Ligand Pharmaceuticals. That forward look seems to be resonating with investors, with the share price now at $194.59 and a strong year to date share price return of 79.48 percent alongside a hefty 3 year total shareholder return of 190.30 percent,...

Butterfly Network (BFLY) is back on traders radar after a three way catalyst: a fresh licensing and co development deal with Midjourney, a director share purchase, and the launch of its Compass AI platform. See our latest analysis for Butterfly Network. Those catalysts have arrived against a backdrop of a sharp turnaround in sentiment. Butterfly’s 30 day share price return of 60.9 percent and 90 day gain of 67.7 percent contrast with a still modest 1 year total shareholder return of 1.6...

B. Riley Financial (RILY) just swung from a huge loss to solid profitability in its latest second quarter report, with revenue more than doubling and earnings per share flipping sharply back into positive territory. See our latest analysis for B. Riley Financial. The strong earnings rebound comes after a volatile stretch, with a sharp 1 day share price return of minus 17.5 percent and a 90 day share price return of minus 34.1 percent. The 3 year total shareholder return of minus 84.4 percent...