U.S. Semiconductors Stock News

Arista Networks (ANET) is back in the spotlight ahead of its February 12 earnings release, as investors consider its rapid AI networking expansion, updated revenue guidance, and positive analyst sentiment related to hyperscaler demand. See our latest analysis for Arista Networks. The latest share price of US$143.45 comes after a strong run, with a 16.73% 30 day share price return and a 22.77% 1 year total shareholder return. The 5 year total shareholder return is more than 7x, which points to...

In January 2026, BigBear.ai, via its United Arab Emirates business, announced a partnership with Maqta Technologies, the digital arm of AD Ports Group, to co-develop advanced AI solutions for customs and border operations worldwide, targeting ports and land crossings that support roughly US$17.00 trillion in annual seaborne trade. The collaboration aims to use AI to speed up cargo processing while improving government revenue collection and detecting contraband such as human trafficking,...

Teva Pharmaceutical Industries reported past full-year 2025 results showing sales rising to US$17.26 billion and a shift from a US$1.64 billion loss to US$1.41 billion in net income, alongside a return to positive earnings per share from continuing operations. This turnaround, helped by innovation-focused brands contributing around US$1 billion in quarterly revenue, has prompted analysts to reassess Teva’s earnings power and business mix. We’ll now examine how Teva’s move back to...

BWX Technologies (NYSE:BWXT) has opened a new Digital Center in Melbourne, Florida, focused on its nuclear and defense operations. The company has named Kurt Bender as Chief Digital Officer to lead digital transformation, AI adoption, and cybersecurity initiatives. For investors following NYSE:BWXT, this move sits at the intersection of nuclear production, defense contracting, and digital tools such as AI and advanced analytics. The company operates in heavily regulated markets where...

CleanSpark, Inc. reported first-quarter 2026 results showing a net loss of US$378.71 million, or US$1.35 basic and diluted loss per share from continuing operations, compared with net income a year earlier, alongside January 2026 Bitcoin production of 573 coins. This sharp swing from profit to loss, despite ongoing Bitcoin output, raises questions about cost structure, profitability drivers, and how the business is absorbing current industry conditions. We’ll now examine how this move from...

If you are wondering whether Sea's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess growth and risk in the stock. Sea's share price closed at US$113.33, with returns of 4.7% over the past week, a 15.1% decline over the past month, a 13.8% decline year to date, a 12.6% decline over the past year, a 76.4% gain over three years, and a 59.3% decline over five years. Recent coverage has focused on Sea's position as a...

Jabil (JBL) is back in focus after a run of positive earnings surprises, a 35.07% EPS increase over the last year, and fresh interest from institutional investors that are adjusting their positions. See our latest analysis for Jabil. At a share price of US$258.93, Jabil has pulled back slightly with a 1-day share price return of 2.64% decline. However, its 30-day share price return of 14.49% and 1-year total shareholder return of 55.02% point to strong underlying momentum supported by recent...

Ratings agency KBRA recently assigned preliminary ratings to five classes of notes issued by RKTL Trust 2026-1, an asset-backed securitization backed by unsecured consumer loans originated through Rocket Loans, a wholly owned Rocket Companies subsidiary, marking its third such 144A unsecured consumer loan ABS transaction. This latest securitization underlines Rocket Loans' growing use of capital markets funding for its unsecured consumer portfolio, potentially reinforcing confidence in its...

Danaher (DHR) shares have reacted to a busy stretch of news, with quarterly results that topped Wall Street revenue forecasts. Adjusted EPS growth has drawn attention despite the stock lagging the broader market over the past year. See our latest analysis for Danaher. At around $219.75, Danaher's recent 1-day and 7-day share price returns of about 1% suggest a modest positive reaction to the earnings beat and board changes. The 1-year total shareholder return of roughly 10% contrasts with...

In late January 2026, Clarivate Plc fully redeemed the remaining US$100 million of its 4.50% senior secured notes due 2026 using cash on hand, while also repurchasing about 56 million shares for US$225 million over 2025. The company also launched Clarivate Nexus, an AI-powered academic assistant aimed at helping students and researchers access trusted library content and discovery tools, underscoring its push to blend AI with its information services platform. We’ll now examine how...

Diversified Energy (DEC) has completed a US$200 million tap-on offering of 9.75% senior secured bonds in the Nordic market, a move that directly affects its capital structure and funding flexibility. See our latest analysis for Diversified Energy. The bond tap comes after a period of weaker share price momentum, with a 90 day share price return showing a decline of 10.39% and a 1 year total shareholder return showing a decline of 16.86%. This points to pressure that has built up over several...

Ryan Specialty Holdings (RYAN) is heading into an earnings report with attention sharpened by several moving pieces, including contentious Florida insurance legislation, new insurance focused AI tools, and a fresh expansion push in Canada. See our latest analysis for Ryan Specialty Holdings. Despite the headline risk around Florida legislation and questions about how new AI tools could affect brokerage models, Ryan Specialty’s 1 day share price return of 2.51% to US$44.88 comes after a 30 day...

United Therapeutics reported positive TETON-2 study results for inhaled treprostinil in idiopathic pulmonary fibrosis (IPF). The data indicate a potential role for inhaled treprostinil in helping stabilize lung function for IPF patients. The FDA qualified the PROLIFIC Risk Score, a tool designed to identify IPF patients at higher risk of rapid progression and support more targeted clinical trials. United Therapeutics (NasdaqGS:UTHR) is drawing attention as it pairs clinical momentum with a...

Why the new lawsuit matters for uniQure stock A fresh securities fraud class action against uniQure (NasdaqGS:QURE) is putting a spotlight on how the company previously described AMT-130’s pivotal Huntington’s disease data and its interactions with the FDA. The complaint challenges earlier messaging around biomarker results, comparisons with the ENROLL HD dataset, and the timeline for a potential Biologics License Application, which together influence how investors assess uniQure’s regulatory...

Choice Hotels International has recently rolled out a redesigned Everhome Suites prototype that targets roughly 13% lower development costs per room, greater operational efficiency, and a more modern, apartment-style extended stay experience, while also continuing to expand the brand to 27 open properties with additional locations in Texas, Kentucky, and New Jersey. This combination of a leaner, more scalable prototype and a growing national footprint could meaningfully influence how...

Recent trading in Customers Bancorp (CUBI) has drawn attention after a one-month return of about a 7% decline, alongside an 8.6% gain over the past 3 months, prompting fresh questions about valuation and earnings power. See our latest analysis for Customers Bancorp. At a share price of $73.14, Customers Bancorp has seen short term momentum ease, with a 7 day share price return of a 6.6% decline, while the 1 year total shareholder return of 25.9% and 5 year total shareholder return of 172.8%...

For readers wondering whether Mattel, at around US$21.06, is offering fair value right now or if the market is mispricing the toy maker, this article walks through what the numbers actually say about the stock. The share price is US$21.06 after a 0.6% decline over the last 7 days, a 2.0% decline over 30 days, a 5.1% gain year to date and a 3.6% decline over the past year. These moves give mixed signals when you compare them with its 13.5% and 12.9% annualized returns over 3 and 5...

Investors are watching Bright Horizons Family Solutions (BFAM) ahead of Thursday afternoon’s earnings, after the child care provider exceeded analyst expectations on revenue and adjusted earnings last quarter. The company enters this release with forecasts for slower, but still solid, year-on-year growth. See our latest analysis for Bright Horizons Family Solutions. At a share price of $85.04, Bright Horizons has seen a 17.0% 1 month share price return decline and a 14.4% year to date share...

In late January 2026, Viavi Solutions Inc. reported second-quarter 2025 sales of US$369.3 million, up from US$270.8 million a year earlier, alongside a net loss of US$48.1 million, issued third-quarter revenue guidance of US$386 million to US$400 million, and filed a US$220.82 million shelf registration for 10,500,000 common shares tied to an ESOP-related offering. The combination of strong top-line growth despite losses, new revenue guidance, and an employee stock plan-related shelf...

Sonos (SONO) is back in focus after a quarter where sales held around last year’s level, yet net income and earnings per share were much higher, helped by cost controls and product mix changes. See our latest analysis for Sonos. The earnings beat and recent buyback activity have coincided with a sharp shift in sentiment, with a 19.3% 7 day share price return and a 31.9% 1 year total shareholder return contrasting with weaker 3 and 5 year total shareholder returns. This suggests momentum has...

SMX (Security Matters) recently amended its equity line of credit, lifting the total capital commitment to US$250 million and extending its financing runway into 2028 to support brand protection, authentication, and track-and-trace initiatives. This enlarged and longer-term funding pool gives SMX more flexibility to run multiple platform deployments simultaneously and pursue longer-horizon enterprise and government projects without compressing implementation timelines. Given the strong 7-day...

In early February 2026, Griffon Corporation reported first-quarter fiscal 2026 results showing sales of US$649.09 million and net income of US$64.39 million, alongside guidance of US$1.8 billion in full‑year revenue from continuing operations and a regular quarterly dividend of US$0.22 per share. On the same day, Griffon unveiled plans to become a pure‑play North American building products company through a new joint venture with ONCAP for its AMES North America business and a review of...

Recently, Raymond James Financial was swept up in a sector-wide pullback after fintech firm Altruist launched an AI-powered planning tool that automates tax strategy design and document creation for financial advisers. The reaction highlights how quickly investor sentiment can shift when new technology raises questions about the durability of human-centered wealth-management models and fee structures. We’ll now explore how these AI disruption concerns intersect with Raymond James Financial’s...

Earlier in February 2026, Tidal Real Estate Partners secured US$371.5 million in financing from Madison Realty Capital and KSL Capital Partners for The Nashville EDITION Hotel & Residences, with Walker & Dunlop arranging the capital for the 28-story luxury hotel and residential tower. Around the same time, Walker & Dunlop was also recognized as Fannie Mae’s largest DUS lender for 2025 and a top Freddie Mac Optigo lender, underscoring its scale and influence in multifamily and commercial real...