U.S. Semiconductors Stock News

OneSpaWorld Holdings (OSW) is back in focus after its latest quarterly results met expectations and highlighted smoother operations, reinforcing market confidence as cruise oversupply worries fade and spa demand holds steady. See our latest analysis for OneSpaWorld Holdings. The latest earnings and upbeat commentary have helped the stock regain its footing, with a solid year to date share price return and a standout three year total shareholder return suggesting momentum is quietly rebuilding...

Earlier this week, Rezolve AI said December 2025 is set to be its strongest month ever, with revenue expected to exceed US$17,000,000 even as it continues to record a GAAP net loss due to non-cash and one-time items. The company’s guidance that annual recurring revenue should surpass US$200,000,000 by year-end 2025, while targeting positive adjusted EBITDA, marks a pivotal moment in its push to scale generative AI solutions for commerce despite a still-stretched balance sheet. We’ll now...

The Campbell's Company's ( NASDAQ:CPB ) investors are due to receive a payment of $0.39 per share on 2nd of February...

Humana Inc. ( NYSE:HUM ) has announced that it will pay a dividend of $0.885 per share on the 30th of January. This...

In December 2025, Keysight Technologies announced a five-year Master Research Collaboration Agreement with Singapore’s leading quantum research institutions, alongside new AI-powered design assistants and advanced automotive and cybersecurity demonstrations unveiled around CES 2026. Together, these moves highlight how Keysight is deepening its role in quantum computing while embedding AI across its software tools and automotive test ecosystem, reinforcing its push into higher-value,...

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-MAPT, an RNAi therapy targeting tauopathies such as Alzheimer’s disease, using a new delivery system designed to cross the blood-brain barrier after subcutaneous injection. This marks Arrowhead’s initial move into central nervous system applications of its TRiM RNAi platform, potentially broadening its reach beyond liver and cardiometabolic indications. Next, we’ll examine how Arrowhead’s first...

Earlier this month, Deutsche Bank initiated coverage on East West Bancorp, citing its cross-border U.S.–Asia franchise and steps to trim commercial real estate exposure while expanding fee-based businesses such as wealth management. At the same time, insider share sales of about US$1,442,905 and the bank’s record quarterly results added extra context to shifting investor sentiment. We’ll now examine how Deutsche Bank’s focus on East West Bancorp’s cross-border strengths could influence its...

Recently, William Blair downgraded Kemper (KMPR) from “Market Perform” to “Underperform,” adding to a series of cautious analyst moves and reflecting a more guarded view of the insurer’s prospects. This shift contributes to a mixed but increasingly wary analyst landscape around Kemper, where a consensus “Hold” rating underscores uncertainty about the company’s path ahead. We’ll now examine how William Blair’s downgrade and the broader cautious analyst tone may affect Kemper’s existing...

Recently, Piper Sandler Companies was highlighted as a strong small-cap name after delivering exceptional annual revenue growth, profitable incremental sales, and a stronger balance sheet over the past two years. This recognition positions the firm as a rare small-cap financial services player that has translated market share gains into meaningfully higher earnings quality. Next, we’ll explore how this profitable revenue expansion and balance sheet improvement may influence Piper Sandler’s...

Sinclair (SBGI) has quietly outpaced the broader market over the past 3 years, even as the share price slipped over the past month. This may set up an interesting entry point for patient investors. See our latest analysis for Sinclair. The recent pullback, including a 7 day share price return of negative 5.47 percent and a year to date share price return of negative 5.41 percent, contrasts with a resilient 3 year total shareholder return of 30.44 percent. This suggests longer term momentum is...

In recent days, Starbucks has been in focus as activist investor Elliott Management built a stake, North American operations outperformed, workers staged the company’s largest U.S. barista strike, and a China joint venture with Boyu Capital was announced alongside a US$38.9 million Fair Workweek settlement in New York City. Together, these developments highlight how Starbucks is balancing shareholder pressure, labor relations, and expansion in China while executing a broad operational...

In recent days, nLIGHT has drawn fresh attention after its CFO sold nearly US$2.4 million of stock while multiple research firms initiated or reaffirmed positive coverage, highlighting the company’s growing role in defense and directed energy applications. Amid this, analysts have pointed to a reported 50% increase in defense-related revenue year over year as a key reason for renewed optimism around nLIGHT’s position in next-generation military laser systems. Now we’ll examine how surging...

Legal pressure is building around Baxter International (BAX), as several law firms are pursuing class actions over alleged defects in its Novum LVP infusion pumps and how those problems were disclosed to investors. See our latest analysis for Baxter International. All of this is hitting a stock that already had weak momentum. A roughly 7.8% 1 month share price return has been unable to offset a steep year to date share price decline and a multiyear slide in total shareholder returns,...

Piper Sandler recently upgraded Glacier Bancorp to “overweight” from “neutral,” citing margin improvement, strong earnings growth, attractive valuation, and solid credit quality as reasons for its updated stance. The firm also highlighted Glacier Bancorp’s expansion into Texas and its established M&A track record as key supports for future earnings potential and balance sheet strength. We’ll now examine how Piper Sandler’s focus on Glacier Bancorp’s improving net interest margin could shape...

Morgan Stanley recently upgraded IDACORP’s rating, citing improved prospects tied to strong expected electricity load growth and reduced regulatory uncertainty following a rate case settlement. The upgrade highlights how potential new large customers, such as additional Micron fabrication capacity, mining operations, and data centers, could materially reshape IDACORP’s long-term demand profile. We’ll now examine how Morgan Stanley’s focus on accelerating large-load growth could reshape...

In recent days, Motorola Solutions and Google integrated Android Emergency Live Video into Motorola’s 911 command-center software, letting Android callers share encrypted, one-click live video with call handlers across much of North America’s public safety network. Separately, Google has been expanding its AI and infrastructure reach with moves such as new carbon-removal and renewable-power agreements, underscoring how its AI ambitions are tightly linked to energy, sustainability, and...

AM Best recently upgraded Arch Capital Group’s long-term issuer credit ratings to “aa” and affirmed its A+ financial strength ratings, citing a strongest balance sheet, very strong operating performance, and effective risk management across its insurance, reinsurance, and mortgage businesses. This higher credit standing reinforces Arch Capital Group’s reputation as a financially resilient insurer and reinsurer, potentially lowering funding costs and strengthening confidence among...

To the annoyance of some shareholders, DirectBooking Technology Co., Ltd. ( NASDAQ:ZDAI ) shares are down a...

Unfortunately for some shareholders, the Raytech Holding Limited ( NASDAQ:RAY ) share price has dived 25% in the last...

Samfine Creation Holdings Group Limited ( NASDAQ:SFHG ) shareholders would be excited to see that the share price has...

Potential Strive Asset Management, LLC ( NASDAQ:ASST ) shareholders may wish to note that the CEO, Manager, Matthew...

Unfortunately for some shareholders, the INNEOVA Holdings Limited ( NASDAQ:INEO ) share price has dived 32% in the last...

We'd be surprised if Ouster, Inc. ( NASDAQ:OUST ) shareholders haven't noticed that the Vice-Chairman of the Board...

Eve Holding (EVEX) just locked in a $1 billion deal with Beta Technologies for electric motors, a key step in turning its eVTOL designs into hardware ahead of planned test flights. See our latest analysis for Eve Holding. The $1 billion Beta Technologies deal seems to have reignited interest, with a 30 day share price return of about 25 percent and a 90 day gain above 20 percent, even though the year to date share price return and one year total shareholder return remain negative. This...