U.S. Semiconductors Stock News

Sidus Space (SIDU) has jumped into the spotlight after being named one of the awardees on the Missile Defense Agency's massive SHIELD IDIQ contract, a long term platform for next generation defense tech. See our latest analysis for Sidus Space. The SHIELD announcement has clearly reset expectations, with Sidus Space posting a 1 month share price return of 484.5 percent and a 3 month share price return of 273.3 percent. However, its 3 year total shareholder return of negative 95.7 percent...

SentinelOne (S) has been grinding through a choppy stretch, with the stock down over the past 3 months but slightly positive over the past month, leaving investors reassessing its risk reward profile. See our latest analysis for SentinelOne. At a share price of $14.64, SentinelOne’s recent pullback, including a weak 90 day share price return and double digit negative 1 year total shareholder return, suggests momentum has cooled as investors reassess how much growth they are willing to pay...

ONEOK (OKE) has been drifting after a mixed stretch for the stock, with modest gains this week but a weaker past month and year. Investors are weighing stable operations against a softer share price trend. See our latest analysis for ONEOK. At around $74.34, ONEOK’s recent 7 day share price return of 2.05 percent contrasts with its 1 year total shareholder return of negative 23.95 percent. This suggests momentum is only cautiously rebuilding after a tougher stretch. If you are reassessing...

AST SpaceMobile recently confirmed the successful December 23, 2025 launch of its BlueBird 6 satellite from India, deploying what it describes as the largest commercial communications array in low Earth orbit at nearly 2,400 square feet. This milestone, paired with the arrival of the next-generation BlueBird 7 satellite in Florida for launch integration, marks a significant step toward offering space-based 4G and 5G broadband directly to standard smartphones and select government...

Crocs (CROX) shares have quietly drifted lower over the past year, even as profits climbed and the brand stayed front and center with consumers. That disconnect is exactly what makes the stock interesting now. See our latest analysis for Crocs. After a tough 12 months, where the 1 year total shareholder return is down over 20 percent even as the 90 day share price return has turned positive, sentiment looks more cautious than the underlying profit trend would suggest. This hints that the...

Simply Good Foods (SMPL) has quietly slipped over the past year, with the stock down about 50% even as revenue and net income continue to grow. That disconnect sets up an interesting value conversation. See our latest analysis for Simply Good Foods. At a share price of $19.56, the stock is still digesting a sharp reset, with a roughly 50% one year total shareholder return decline showing that sentiment has cooled even as fundamentals improve. Momentum for now looks more like a reset than a...

DigitalOcean Holdings (DOCN) has quietly put together a strong run, with shares up roughly 27% over the past 3 months and more than 37% over the past year, outpacing many mid cap software peers. See our latest analysis for DigitalOcean Holdings. Trading around $48.97, DigitalOcean’s recent 90 day share price return has been the real story, helping drive a 1 year total shareholder return above 37 percent and signaling that momentum is still building rather than fading. If this kind of cloud...

TransDigm Group (TDG) has been quietly grinding higher, with the stock up about 2% in the past week and 5% over the past 3 months as investors revisit aerospace exposure. See our latest analysis for TransDigm Group. Zooming out, that steady grind has added up to a solid 1 year total shareholder return of about 14%, while a 3 year total shareholder return above 140% signals strong, ongoing momentum behind the story. Given renewed interest in aerospace suppliers, this could be a good moment to...

Allegiant Travel (ALGT) has quietly staged a sharp rebound over the past few months, and that kind of move usually makes investors ask whether this is the start of a durable recovery or just a bounce. See our latest analysis for Allegiant Travel. The stock’s recent surge stands out against a weak 1 year total shareholder return of minus 6.3 percent. However, a 90 day share price return of 37.7 percent suggests momentum is clearly rebuilding around Allegiant’s recovery story. If Allegiant’s...

Arrow Electronics (ARW) has been quietly treading water, with the stock roughly flat over the past year even as revenue edges higher and net income slips. That mix creates an interesting value question. See our latest analysis for Arrow Electronics. At a share price of $113.04, Arrow’s 90 day share price return of negative 8.02 percent suggests momentum has cooled, even though the 5 year total shareholder return of 8.33 percent still reflects moderate long term value creation. If Arrow’s...

What is driving Newmont right now Newmont (NEM) has quietly turned into one of the more interesting gold names this year, with the stock up roughly 13% over the past month and around 14% in the past 3 months. See our latest analysis for Newmont. Zooming out, that recent 1 month share price return of about 13% sits on top of a flat year to date share price but a huge 1 year total shareholder return of roughly 170%. This suggests momentum has meaningfully turned in Newmont’s favor as the market...

Oracle (ORCL) is back in the spotlight after fresh commentary on its aggressive AI and cloud expansion, highlighting both the potential benefits of its OpenAI linked strategy and the growing worries around spending and debt. See our latest analysis for Oracle. After last year’s OpenAI fueled surge and sharp pullback, Oracle’s 1 month share price return of minus 10.05 percent and 3 month return of minus 32.88 percent suggest near term momentum is fading. At the same time, its 1 year total...

General Motors (GM) has quietly climbed over the past few months, and with the stock hovering around 81 dollars after a strong year long run, investors are wondering whether this momentum still looks reasonable. See our latest analysis for General Motors. Over the past year, investors have been rewarded with a 12 month total shareholder return of 58.04 percent. A 90 day share price return of 39.16 percent shows momentum is still firmly building despite a softer recent pullback. If GM’s recent...

Main Street Capital (MAIN) has quietly edged higher in recent sessions, and the move is drawing fresh attention to this income focused business development company and its long term total return profile. See our latest analysis for Main Street Capital. At around $61.75, the latest move comes after a modest recent pullback in the share price. That upswing sits against a much stronger backdrop, with multiyear total shareholder returns suggesting momentum is still very much intact. If Main...

Zions Bancorporation National Association (ZION) has quietly delivered steady gains, with the stock up about 7% over the past month and 12% over the past year, helped by improving earnings and modest revenue growth. See our latest analysis for Zions Bancorporation National Association. At a share price of $59.25, Zions looks like a bank stock where momentum is quietly building. A roughly 7 percent 1 month share price return is feeding into a solid 1 year total shareholder return and...

Marvell Technology (MRVL) caught investors attention after shares climbed almost 5% on fresh enthusiasm around its AI custom chip business, outsized data center growth and insider buying from top executives. See our latest analysis for Marvell Technology. That excitement is arriving after a choppy stretch, with the 1 month share price return down 9.62% and the 1 year total shareholder return at negative 24.12%. Even so, the 3 year total shareholder return is still a hefty 150.18%, suggesting...

CorMedix (CRMD) has quietly put together an interesting run, with the stock up about 15% over the past month and nearly 49% over the past year, catching more investor attention. See our latest analysis for CorMedix. That recent 4.56% 1 day share price gain, on top of a 15.15% 30 day share price return and a 48.66% one year total shareholder return, suggests momentum is quietly building as the market reassesses CorMedix’s growth and risk profile. If CorMedix has caught your eye, this is also a...

Nvidia (NVDA) heads into CES 2026 with the spotlight firmly on its AI roadmap, as investors gauge how new accelerators, China reopening and massive orders from customers like ByteDance could shape the stock’s next leg. See our latest analysis for NVIDIA. Those catalysts are arriving after a choppy few months, with a modest 30 day share price return of 3.53% but a powerful 1 year total shareholder return of 30.75%. This suggests momentum is cooling rather than broken. If Nvidia's AI story has...

In late December 2025, Northland Securities analyst Michael Grondahl reaffirmed a positive view on Sezzle as management outlined a shift back toward subscription-based offerings such as Anywhere and Premium, while continuing to serve price-sensitive and lower-credit users through on-demand products. This move toward a stronger subscription focus highlights Sezzle’s attempt to build more predictable revenue and deepen customer engagement, while refining risk profiling and underwriting...

Exxon Mobil (XOM) has quietly added to its gains, with the stock up about 2% over the past week and 5% over the past month, outpacing many large energy peers. See our latest analysis for Exxon Mobil. Zooming out, Exxon Mobil’s steady climb has been underpinned by resilient cash flows, modest revenue growth and ongoing lower carbon initiatives. The recent 7.4% 90 day share price return and robust five year total shareholder return suggest momentum is still very much on Exxon’s side. If Exxon’s...

GE Vernova (GEV) started 2026 on a strong note, with shares up about 4% in the first session as investors leaned into its upgraded multi year outlook and richer capital return plans. See our latest analysis for GE Vernova. That early 2026 pop builds on a solid run, with a roughly 12.7% 90 day share price return and a standout 1 year total shareholder return of about 92%. This suggests momentum is still building as investors reassess growth and income potential. If GE Vernova’s surge has you...

On December 29, 2025, AAON, Inc. amended its loan agreement with a syndicate of banks to exercise the accordion feature on its revolving credit facility, lifting total borrowing capacity from US$500.0 million to US$600.0 million while leaving all other terms unchanged. This expanded credit line gives AAON extra room to fund working capital, capital projects, and growth programs as it responds to accelerating customer demand. We’ll now examine how AAON’s expanded US$600.0 million credit...

Nextpower (NXT) is leaning hard into its diversification push, using a debt free balance sheet, solid cash cushion, and a backlog that covers more than a year of revenue to fund the shift. See our latest analysis for Nextpower. That backdrop seems to be resonating with investors, with the latest share price at $92.78 and a 90 day share price return of 18.43 percent feeding into a powerful 1 year total shareholder return of 134.12 percent. This suggests momentum is still building rather than...

Recent performance and why the stock is on radar RingCentral (RNG) has quietly slipped about 7% over the past month and roughly 22% over the past year, even as revenue and net income continue to grow. This mix tends to interest patient investors. See our latest analysis for RingCentral. The 1 year total shareholder return of negative 22.1% and a 30 day share price return of negative 7.1% suggest momentum has been fading, as investors weigh steady revenue growth against execution risks and...