U.S. Semiconductors Stock News

Marathon Petroleum (MPC) just posted third quarter earnings showing net income and earnings per share more than doubling from last year, even though revenue stayed largely unchanged. That kind of profit jump gets investors' attention. See our latest analysis for Marathon Petroleum. Marathon Petroleum’s shares have been on a tear lately, riding a wave of strong quarterly results along with the announcement of new buybacks and leadership changes. With a 1-year total shareholder return of nearly...

Earlier this week, Fluence Energy announced that slower-than-expected production ramp-up at its newly commissioned US manufacturing facilities will result in revenues reaching only the lower end of its previous guidance, with these delays now anticipated to extend into fiscal year 2026. The company expects these facilities to achieve targeted capacity by the end of the calendar year, which could improve customer deliveries and further strengthen its domestic content positioning. We'll...

Sonos, Inc. recently announced fourth quarter and full-year results, reporting Q4 sales of US$287.9 million with a net loss of US$37.86 million, and full-year sales of US$1.44 billion with a net loss of US$61.14 million, both compared to the prior year. While the company showed improved quarterly sales and a narrower Q4 net loss, its full-year figures reflected lower sales and a wider net loss year-over-year, highlighting ongoing profitability challenges. We'll assess how Sonos's increased...

Harmony Biosciences Holdings (HRMY) just shared its earnings report, highlighting higher net income and growing earnings per share for both the third quarter and the first nine months of 2025. Investors are paying close attention to these results. See our latest analysis for Harmony Biosciences Holdings. Harmony Biosciences Holdings has caught fresh attention following its upbeat earnings, and that momentum is clearly showing. Its 7-day share price return is up 8.3%, and the stock has surged...

Sterling Infrastructure, Inc. recently announced Board approval for a new US$400 million stock repurchase program, replacing the expiring 2023 plan and set to run over the next 24 months. This move coincided with raised full-year guidance and strong third-quarter earnings results, pointing to management’s confidence in the company’s future performance and capital allocation discipline. We'll examine how the newly authorized US$400 million buyback may shape Sterling's investment narrative and...

On November 11, 2025, Mitsui & Co. Ltd. of Japan and Venture Global, Inc. announced the execution of a new, long-term LNG Sales and Purchase Agreement, under which Mitsui will purchase 1.0 million tonnes per annum of LNG from Venture Global for 20 years starting in 2029. This agreement, along with other recent long-term contracts from buyers in Spain and Greece, highlights expanding global demand for U.S. LNG and Venture Global's growing role as a key supplier to international markets. We'll...

Wondering if Upstart Holdings is at a bargain, overpriced, or primed for a rebound? You are not alone. Many investors are questioning what the real value story is for this stock right now. The company’s share price has seen swings lately, up just 0.3% over the past week but down 24.2% in the last month. This brings its year-to-date performance to a steep -36.3% and -43.4% over the last year, despite still being up more than 100% over three years. Recent headlines have spotlighted regulatory...

Driven Brands Holdings Inc. recently reported its third-quarter 2025 earnings, showing improved revenue of US$535.68 million and net income of US$60.86 million, alongside reaffirming full-year guidance with expected revenue of US$2.10 to US$2.12 billion and projections for 175 to 200 net new store openings. Despite these financial gains, the period also saw a significant reduction in holdings by Norwood Investment Partners and several analyst target cuts, highlighting a divergence between...

CorVel (CRVL) just released its latest quarterly results, revealing higher sales and growing net income compared to last year. The company’s performance suggests continued operational momentum, which is catching the eye of investors. See our latest analysis for CorVel. CorVel’s latest earnings beat comes after a string of active months, including a fresh share buyback and a sizable shelf registration filing. Yet, despite the company’s stronger profits and buyback activity, momentum has been...

Teradata (TDC) shares saw fresh interest after the company’s third quarter earnings call highlighted annual recurring revenue growth and improved operating efficiency. Investors are taking note of strategic gains in AI and hybrid cloud adoption. See our latest analysis for Teradata. Teradata’s recent momentum is tough to ignore. With a 28.1% share price return over the past month and 29.2% over the last quarter, investors are clearly responding to the company’s AI push and operational gains...

In recent months, Roblox introduced new AI tools, enhanced avatar technology, and rolled out advertising innovations, alongside forging high-profile partnerships such as a Shopify integration. An interesting development is the rollout of rewarded video ads and sponsored tiles, which could unlock the significant portion of user engagement that remains unmonetized on the platform. To understand the impact of Roblox’s new advertising solutions, we’ll explore how these initiatives may influence...

Arcellx recently reported its third quarter 2025 earnings, highlighting a net loss of US$55.78 million and a basic loss per share of US$0.99, both higher than the prior year, while also announcing upcoming presentations of updated clinical data for its lead therapy at the December ASH Annual Meeting in Orlando. This combination of increased losses and anticipation for new trial results reflects heightened expectations and evolving risk considerations for the company in the biotechnology...

The Clorox Company recently released its first quarter fiscal 2026 earnings, reporting sales of US$1,429 million and net income of US$80 million, both down from the prior year, while maintaining its full-year earnings guidance despite forecasting net sales to decline 6% to 10% and ongoing headwinds related to the ERP transition and divestiture impacts. Management emphasized that successful completion of the new enterprise resource planning system has already begun to deliver operational...

Floor & Decor Holdings (FND) has marked its continued expansion by opening a new warehouse store and design center in Cortlandt Manor, New York. This move highlights the company’s strategy to grow its footprint and reach new customers. See our latest analysis for Floor & Decor Holdings. Despite the buzz around Floor & Decor’s latest store opening, momentum has been distinctly negative, with a sharp 30-day share price return of -15.3% and a total shareholder return over the past year of...

Cadence Bank (CADE) shares barely moved today, with the stock closing at $38.41, up just a fraction. Investors seem to be considering the bank’s steady recent performance and are waiting for the next significant update. See our latest analysis for Cadence Bank. Cadence Bank’s share price recovery over the past year has been steady, with a 5.24% total shareholder return and momentum building in recent months. The stock is up nearly 14% year-to-date and more than 52% over three years. While...

Curious if Ondas Holdings might actually be a bargain or overpriced right now? You are not alone, and this is exactly the right place to figure it out. Ondas Holdings has delivered an eye-catching 173.0% return year-to-date and an astounding 906.9% gain over the past year, but did fall 24.5% in the last month. This has made many wonder whether this pace is sustainable or just a sign of volatility ahead. Industry watchers have been abuzz about Ondas' recent contract win with a major rail...

Ever wondered if BridgeBio Pharma's wild ride means it's a smart buy or just hyped up? This article takes a closer look at the real value, so you know what you’re really getting into. The stock has soared with a jaw-dropping 135.4% gain so far this year and is up an incredible 179.9% over the past year, making many investors take a closer look. Headlines have focused on BridgeBio's clinical trial successes and fresh partnerships, fueling optimism and driving the stock...

Gold Royalty Corp. recently announced its third-quarter 2025 earnings, reporting quarterly sales of US$4.15 million, up from US$2.06 million a year earlier, and a net loss of US$1.13 million, in contrast to net income of US$3.42 million for the same period last year. This mixed report highlights substantial revenue growth from operations but also points to expanding losses, prompting investors to reconsider the balance between top-line momentum and ongoing profitability challenges. We’ll now...

AmeriGas Propane, a subsidiary of UGI Corporation, recently amended its Revolving Credit and Security Agreement, while UGI International reached an agreement to sell its Austrian LPG distribution business to DCC, plc, supporting ongoing efforts to enhance financial flexibility and operational focus. These moves reflect UGI’s drive to optimize its capital structure, streamline non-core activities, and redeploy resources to core energy and utility markets. We'll explore how the divestiture of...

Carlyle Group (CG) has seen its shares shift modestly over the past week, with a slight dip following broader market movements. Investors are weighing the company’s fundamentals against current valuations, particularly in light of the share price’s recent declines. See our latest analysis for Carlyle Group. While Carlyle Group’s share price has slipped more than 10% in the past month, it is still up over 5% since the start of the year. This short-term cooling comes after steady gains, with...

IDEX (IEX) shares saw modest movement this week, leaving investors wondering what might be next for the company. Looking at recent stock returns and company fundamentals, there are some key trends to consider for those following IDEX closely. See our latest analysis for IDEX. Over the past year, IDEX has faced meaningful headwinds, with a total shareholder return of -26.7% and the share price retreating over 20% year-to-date. While the latest dip may have some investors cautious, it fits an...

IREN (NasdaqGS:IREN) has had a mixed run recently, with its stock down nearly 5% on the day and a significant swing over the past month. Investors are curious about what might be driving these moves, especially given IREN’s notable long-term gains. See our latest analysis for IREN. The latest sharp pullback for IREN comes after massive gains over the past several months, with a 90-day share price return of 135.5% and a remarkable year-to-date move up 343.3%. While momentum has cooled...

PVH Corp. recently participated in the 18th Annual New York Global Innovation Summit at The Yale Club in New York, featuring insights from Senior Vice President and CISO JP Calderon Del Vecchio. An interesting takeaway is that renewed investor interest in value-oriented stocks coincided with favorable US government actions and new analyst coverage, highlighting broader market influences on PVH’s outlook. We'll evaluate how the shift in investor preference toward value stocks may influence...

Key Insights Significant control over Innventure by individual investors implies that the general public has more power...