U.S. Semiconductors Stock News

AST SpaceMobile (ASTS) is back in focus after the successful orbital launch of its BlueBird 6 satellite and the subsequent arrival of BlueBird 7 in Florida for launch vehicle integration. See our latest analysis for AST SpaceMobile. The recent surge in excitement around BlueBird 6 and BlueBird 7 has coincided with strong momentum in AST SpaceMobile shares, with a 30 day share price return of 23.0% and a 1 year total shareholder return of 295.3%. Multi year total shareholder return is also...

If you are wondering whether Novo Nordisk is attractively priced right now, the key question is whether the current share price reflects its long term prospects or builds in too much optimism already. The stock last closed at US$55.11, with returns of 7.6% over the past week, 15.1% over the past month, 5.2% year to date, a 32.6% decline over the past year, a 14.5% decline over three years, and a 68.9% gain over five years. Recent headlines have continued to focus on Novo Nordisk's role in...

At CES 2026, Intel launched its Core Ultra Series 3 processors, the first AI PC platform built on the new 18A process and certified for both consumer laptops and industrial edge applications such as robotics, smart cities and healthcare. This marks a rare alignment of cutting-edge U.S.-manufactured PC chips with embedded and industrial certifications, positioning one architecture across mainstream AI PCs and demanding 24x7 edge workloads. We’ll now examine how Intel’s 18A-based Core Ultra...

InterDigital (IDCC) has drawn investor attention after recent trading left the shares with mixed short term returns and a strong 1 year total return, prompting a closer look at how the business fundamentals compare with the current price. See our latest analysis for InterDigital. The recent rebound, with a 1 day share price return of 2.94% and a 7 day share price return of 3.30%, follows a softer 30 day share price return of a 5.45% decline and a modest 90 day share price return of a 4.16%...

DLocal (NasdaqGS:DLO) is drawing attention after completing a governance reshuffle. The company has moved to a nine person, majority independent board and has added former senior executives from Citigroup and Google to its director lineup. See our latest analysis for DLocal. The governance refresh coincides with a recent pickup in momentum, with a 30 day share price return of 11.14% and a 1 year total shareholder return of 32.92% from a last close of US$14.77. However, the 3 year total...

Recently, Bruker’s majority-owned RI Research Instruments secured approximately €35 million in orders for the Extreme Light Infrastructure – Nuclear Physics research project in Romania, creating a new revenue stream in advanced scientific infrastructure. This new business win has coincided with stronger analyst confidence in Bruker’s prospects, reflecting growing interest in its role supporting high-end research applications. Next, we’ll examine how this major research-infrastructure order...

In early January 2026, Lemme announced that its core line of science-backed wellness gummies rolled out into just over 2,000 Walmart stores nationwide, while Walmart simultaneously advanced ingredient reform in its private-label foods and expanded in-app AI tools like its Sparky shopping assistant. Together with an upcoming CEO transition on February 1, 2026, these moves highlight how Walmart is reshaping its product mix and technology capabilities around health-conscious, digitally enabled...

Arcellx (ACLX) has filed a shelf registration to offer up to $209.2 million in common stock, covering 3,208,367 shares tied to an employee stock ownership plan, which is raising fresh questions about future capital needs. See our latest analysis for Arcellx. The shelf registration comes after a roughly 30% decline in the 90 day share price return and an 11% drop over 30 days, even though the 3 year total shareholder return is close to a 2x gain. Some investors may see the capital raising...

In late 2025, Altria Group received FDA marketing authorization for six of its on! PLUS nicotine pouch products, the first approvals granted under the agency’s expedited Premarket Tobacco Product Applications program. The decision marks a meaningful step in Altria’s shift toward reduced-risk oral nicotine offerings, aiming to counter ongoing declines in traditional cigarette volumes while sustaining its capital return profile. Next, we’ll examine how this FDA authorization for on! PLUS...

Stagwell: recent performance and what the numbers say Without a clear single news event driving headlines today, Stagwell (STGW) is drawing attention for its recent share performance and fundamentals. These give investors a mix of short term pressure and longer term business data to weigh. See our latest analysis for Stagwell. At a share price of $4.91, Stagwell’s recent 3.81% 1 day share price return contrasts with a 14.46% 30 day share price decline and a 20.55% 1 year total shareholder...

In recent days, Core Scientific drew attention as institutional traders executed unusual options activity skewed toward bullish positions in the US$10 to US$23 range. This options activity coincided with an analyst upgrade to Market Outperform, highlighting how derivatives markets can sometimes amplify interest in the underlying stock. Next, we’ll examine how this wave of bullish options activity interacts with Core Scientific’s AI-focused investment narrative and risk profile. Find...

Borr Drilling (NYSE:BORR) is back on many investors’ radars after recent share price moves that contrast with its mixed return profile, including a roughly 47% gain over the past 3 months. See our latest analysis for Borr Drilling. That recent 46.9% 90 day share price return contrasts with a slightly negative year to date share price move and a 1 year total shareholder return of about 1%, suggesting short term momentum has picked up while longer term results remain mixed. If Borr’s recent...

Tetra Tech recently reported a past quarter where revenue exceeded analyst expectations by 10.7%, delivering record net revenue, record operating income and expanded operating margins driven by demand for resilient water management and digital water automation consulting services. This performance underlines how essential water and environmental services, aligned with evolving U.S. federal government priorities, are reinforcing Tetra Tech’s core business strengths. Next, we’ll examine how...

Cognex recently reported Q3 revenue of US$276.9 million, up 18% year on year and about 5.2% above analyst expectations, while significantly missing full‑year EPS guidance estimates. This combination of strong top-line momentum and weaker profit outlook highlights the tension between growing demand for Cognex’s vision technology and the cost and margin pressures facing its business model. We’ll now examine how Cognex’s strong revenue beat but weaker full-year earnings outlook could influence...

Recent optimism from several Wall Street firms toward Ionis Pharmaceuticals (IONS) has been tied to its broad RNA-focused pipeline and the recent FDA approval of Tryngolza, a treatment for familial chylomicronemia syndrome and acute pancreatitis. See our latest analysis for Ionis Pharmaceuticals. Despite a mixed recent patch, with the latest 1-day and 30-day share price returns both in negative territory, Ionis shares have a 90-day share price return of 12.25% and a very large 1-year total...

Zai Lab (ZLAB) has drawn fresh attention after its recent trading performance, with the stock up 4.4% over the past day but showing a 46.3% decline over the past 3 months. See our latest analysis for Zai Lab. That 1 day share price gain sits against a weaker backdrop, with a 30 day share price return of 7.23% and a 90 day share price return of 46.30% indicating fading momentum despite the current US$18.09 level. At the same time, the 1 year total shareholder return of 29.91% highlights how...

In late 2025, Virtus Investment Partners expanded its actively managed ETF lineup by launching the Virtus Silvant Growth Opportunities ETF (VGRO), run by Silvant Capital Management and built on bottom-up fundamental research. This fund’s “all-weather” growth approach, combining secular and cyclical growth stocks without a strict style or factor bias, underlines Virtus’ emphasis on differentiated active management within its multi-manager ETF platform. With this new actively managed growth...

In recent months, Hong Kong-based Bright Valley Capital initiated a new stake in Full Truck Alliance, purchasing 2.57 million shares valued at about US$33.36 million, while Dallas-based Highlander Partners trimmed its holding by 260,000 shares. Together with Full Truck Alliance’s ongoing revenue expansion and build-out of value-added services, this mix of institutional buying and rebalancing highlights how professional investors are repositioning around the company’s role in China’s digital...

Graphic Packaging Holding (GPK) is back in focus after the company outlined a cost savings program targeting about $60 million a year, alongside accelerated inventory reduction and an early startup of its Waco, Texas recycled paperboard facility. See our latest analysis for Graphic Packaging Holding. At a share price of $15.45, Graphic Packaging’s recent 1-day share price return of 1.98% and 7-day share price return of 2.05% sit against a 90-day share price return decline of 17.78% and a...

Labcorp Holdings (LH) is back on investors’ radar after recent trading, with the stock closing at $253.18. With mixed short term returns and longer term gains, the company’s laboratory services profile is drawing fresh attention. See our latest analysis for Labcorp Holdings. Recent trading reflects that pattern, with a 1 day share price return of 0.60% and a 90 day share price return decline of 8.77%, while the 1 year total shareholder return of 8.88% points to steadier longer term...

Silicon Laboratories (SLAB) is back in focus after using CES 2026 to showcase new Internet of Things tools, led by the Simplicity SDK for Zephyr and advanced wireless demonstrations for developers. See our latest analysis for Silicon Laboratories. The CES news comes as the stock shows mixed momentum, with a 1-day share price return of 4.55% and a 7-day return of 3.79%, compared with a 30-day share price return decline of 2.54% and a 1-year total shareholder return of 6.82%. This contrasts...

Event driven focus on Red Cat Holdings Recent analysis of Red Cat Holdings (RCAT) centers on its role in the U.S. defense drone market, where major military contracts such as SRR Tranche 2 and involvement in the Drone Dominance Program are drawing fresh investor attention. See our latest analysis for Red Cat Holdings. The recent SRR Tranche 2 and Drone Dominance Program headlines arrive as momentum in Red Cat Holdings shares has swung sharply, with a 19.0% 1 day share price return and 39.9% 7...

In 2025, GeneDx reported a record year for its Medical Affairs and research programs, publishing 79 peer-reviewed studies powered by its GeneDx Infinity™ platform and gaining recognition in leading medical journals for its work in rare disease genomics and genomic newborn screening. A landmark GUARDIAN study on genomic newborn screening was selected among JAMA’s Research of the Year, underscoring how GeneDx’s data and tools are helping bring genome-first, clinically actionable screening into...

Forestar Group recently reported continued momentum in lot sales and profitability, supported by strong demand from homebuilder customers and resilient margins in the U.S. housing market. The company also highlighted a healthy backlog of controlled lots and steady community openings with its primary homebuilder partner, reinforcing confidence in its integrated land development model. We’ll now examine how this continued momentum in lot sales and profitability could influence Forestar Group’s...