U.S. Semiconductors Stock News

NOV earnings expectations set the stage for July 28 report Wall Street is bracing for lower earnings and revenue when NOV (NOV) reports June quarter results on July 28, with investor attention centering on whether the company can outperform these cautious expectations. See our latest analysis for NOV. At a share price of $20.33, NOV has seen a 23.89% year to date share price return and a 51.87% total shareholder return over the past year. This suggests positive recent momentum as investors...

Dividend affirmation and earnings expectations draw attention to Phillips 66 Phillips 66 (PSX) has reaffirmed its shareholder payout with a declared quarterly dividend of $1.27 per share, while investors also focus on the upcoming August 5, 2026 earnings report. The dividend is scheduled to be paid on September 1, 2026 to shareholders of record as of August 18, 2026. This provides current and prospective investors with clear timelines as they weigh income potential alongside earnings...

FirstEnergy (FE) is back in focus after the board declared a quarterly dividend of $0.465 per share and the company highlighted reliability gains from recent Jersey Central Power & Light infrastructure upgrades. See our latest analysis for FirstEnergy. At a share price of $49.33, FirstEnergy has shown steady momentum, with a 1 month share price return of 5.5% and a year to date share price return of 9.0%. The 1 year total shareholder return of 24.6% points to investors rewarding the dividend...

In Q1 2026, POET Technologies reported revenue growth of over 200% while contending with multiple class action lawsuits, a CEO departure, and a US$400 million dilutive equity offering. This surge in sales, tied to ramping 800G production in Malaysia and a Lumilens order that could become recurring, highlights how operational execution is influencing perceptions despite legal and leadership headwinds. Next, we’ll examine how this very large revenue increase and Malaysia 800G ramp shape POET...

Marathon Petroleum (MPC) is drawing attention after its stock outperformed major indices, gaining 1.41% in the latest session and rising 27.51% over the past month ahead of its August 4 earnings release. See our latest analysis for Marathon Petroleum. At a share price of $315.82, Marathon Petroleum has recently given investors a strong run, with a 30 day share price return of 27.71% and a year to date share price return of 91.24%. The 5 year total shareholder return is very large at more than...

After a strong multi year run, WisdomTree stock now faces a valuation tension, with the share price reflecting very robust past returns while the broad checks flag it as expensive rather than a clear bargain. WisdomTree has returned about 254% over the last 5 years, which sets a high bar for any further gains to be justified by future cash flow and earnings power. Recent attention on the company’s “modern alpha” ETF range, including new thematic and AI driven funds, can support optimism...

Thermo Fisher Scientific (TMO) is back in focus after ImmuPharma selected the company to develop and manufacture the finished drug product for its experimental diabetes treatment Kapiglucagon, following a competitive tender process. See our latest analysis for Thermo Fisher Scientific. The Kapiglucagon contract lands as Thermo Fisher Scientific’s recent share price has climbed, with a 30-day share price return of 13.46% and a 90-day gain of 12.80%. The year-to-date share price return is still...

How Stanley Black & Decker stock has been performing Stanley Black & Decker (SWK) has delivered a 25.95% total return over the past year, with gains of 3.41% over the past month and 17.42% over the past 3 months, based on recent performance figures. See our latest analysis for Stanley Black & Decker. At a share price of US$89.25, Stanley Black & Decker’s recent 7 day share price return of 1.47% and 90 day share price return of 17.42% point to building short term momentum, while the 1 year...

U.S. semiconductor stocks tied to advanced chip production are suddenly back in the spotlight after President Trump’s push for American-made AI chips prompted TSMC to commit US$200b to U.S. manufacturing. Higher operating costs, thinner margins and the prospect of chip prices rising by up to 10% in 2027 are reshaping expectations for companies exposed to this theme. For investors, that can mean fresh risks but also potential openings around pricing power, supply chain positioning and capital...

Cigna Group (CI) has come under closer investor scrutiny after recent share price moves, with the stock declining 1.9% over the past day and 4.4% over the past week, while longer-term returns remain mixed. See our latest analysis for Cigna Group. Stepping back from the latest pullback, Cigna Group’s 1 year total shareholder return, including dividends, is down 4.33%. In comparison, the 5 year total shareholder return of 37.43% reflects a more patient reward profile and suggests recent...

Spectrum Mobile, part of Charter Communications, has introduced an Unlimited Plus Premium plan. The new plan offers unlimited high-speed data, expanded global roaming, larger mobile hotspot allowances, and early phone upgrade options. This launch is aimed at strengthening Charter Communications' mobile service alongside its core broadband offering. Charter Communications, traded as NasdaqGS:CHTR, is putting more weight behind mobile at a time when its core broadband business is already...

Oatly Group (NasdaqGS:OTLY) has released its Q2 2026 numbers, with revenue of US$240.1 million and a basic EPS loss of US$0.99, alongside trailing twelve month revenue of US$925.0 million and a basic EPS loss of US$4.11. The company has seen quarterly revenue move from US$208.4 million in Q2 2025 to US$240.1 million in Q2 2026, while quarterly basic EPS loss shifted from US$1.86 to US$0.99 over the same period. Investors now have a fuller view of how these top line gains compare with ongoing...

Arm Holdings stock has surged 147.0% year to date, yet its current valuation leans expensive rather than pointing to a clear bargain. The 147.0% year to date gain suggests investors have quickly priced in a lot of optimism around Arm Holdings. Expectations around server chips and AI related demand can support the growth story, while softer smartphone trends and sector wide swings in chip stocks may limit how much investors are willing to pay for that growth. Arm Holdings passes 0 of 6...

First BanCorp (FBP) opened Q2 2026 with total revenue of US$247.5 million and basic EPS of US$0.63, backed by trailing 12 month revenue of US$954.2 million and EPS of US$2.39 that reflect the 21.5% earnings growth and 39% net margin reported over the last year. The company has seen revenue move from US$887.9 million to US$954.2 million on a trailing 12 month basis, while EPS shifted from US$1.89 to US$2.39 over the same period. This sets the backdrop for a profit story that hinges on how...

XPO (XPO) has attracted investor attention after recent trading, with the stock closing at US$213.65 and posting a gain over the past month, alongside a weaker showing over the past 3 months. See our latest analysis for XPO. Looking beyond the latest move, XPO’s 53.94% year to date share price return and 5 year total shareholder return of 348.61% indicate strong recent momentum, even though the 90 day share price return has eased by 4.94%. If you are comparing XPO with other potential...

Northern Trust (NTRS) has just posted Q2 2026 results with total revenue of US$2.7 billion and basic EPS of US$4.25, alongside trailing twelve month revenue of US$9.1 billion and EPS of US$11.68 that sit against a five year earnings growth rate of 8.6% per year and a 30.1% lift over the most recent year. Over recent quarters, revenue has moved from US$2.0 billion in Q2 2025 to US$2.1 billion in Q4 2025 and US$2.2 billion in Q1 2026. Quarterly EPS has stepped through US$2.14, US$2.44 and...

GitLab Inc. recently appointed Thomas Lloyd as Chief Business and Legal Officer, adding leadership experience across product and cloud partnerships, corporate development, and legal oversight. The company also released GitLab 19.2, pushing deeper into AI-powered security, compliance, and agentic automation to streamline complex software development workflows while keeping humans in control. We’ll now examine how GitLab 19.2’s AI-powered security and automation capabilities might influence...

China’s Q2 2026 GDP miss, paired with strong export growth and weak domestic demand, is shining a spotlight on companies that rely heavily on global trade flows and pricing power. With exports climbing 27% in June but retail sales barely moving and investment falling, some stocks face rising pressure from possible protectionist responses and cheaper Chinese supply. This article walks through 3 stocks from the Global Trade Tension Stocks Facing China Supply Shocks screener that look more...

Tetra Tech was selected by the City of Dayton to design what is described as the largest dedicated PFAS water treatment facility in the United States. The engagement is structured as an eight year contract and extends an existing 20 year working relationship between Tetra Tech and the city. The project focuses on addressing PFAS contamination, a high profile water quality issue with national attention. Tetra Tech, traded on NasdaqGS:TTEK, is taking on a prominent role in PFAS mitigation...

SkyWater Technology stock has delivered a very strong 236.1% return over the past three years, yet the latest valuation checks and current share price of US$30.85 suggest the company does not screen as a clear bargain. Over the past three years, SkyWater Technology has returned 236.1%, which puts extra focus on whether recent gains already reflect much of the company’s potential. Valuation can be supported if SkyWater Technology converts revenue opportunities into sustainable margins and...

Alphabet’s earnings update is shaping up as a real fork in the road for tech investors weighing the familiar strength of the Magnificent Seven against more volatile semiconductor stocks. With questions swirling around future AI spending, export risks, and capital expenditure plans, the reaction to Alphabet could influence how money flows across the sector. This article walks through 3 large cap technology stocks from our screener that are closely tied to this news, explaining why some...

Bank First (BFC) has just posted Q2 2026 results with total revenue of US$65.0 million and basic EPS of US$2.21, backed by net income of US$24.7 million. The company has seen revenue move from US$41.4 million in Q2 2025 to US$65.0 million in Q2 2026, while EPS shifted from US$1.70 to US$2.21 over the same period, setting up a quarter where a net interest margin of 4.13% and a larger loan book frame how investors read the latest earnings print. See our full analysis for Bank First. With the...

Home Depot stock sits in an awkward middle ground: over the past five years it has delivered a moderate 15.3% total return, and today both the Discounted Cash Flow (DCF) intrinsic value estimate and the broader market multiples suggest the shares are closer to fairly priced than clearly cheap. Over 5 years, Home Depot has returned 15.3%, which is a modest gain that does not immediately argue for a deeply discounted stock. Future cash flow and earnings resilience from Home Depot's home...

Rosen Law Firm has filed a class action lawsuit against Primoris Services Corporation on behalf of investors who bought common stock between August 5, 2025, and June 22, 2026, alleging the company made false and misleading statements about its cost estimation and project oversight processes for renewable energy projects. The case spotlights how weaknesses in managing cost overruns and execution risks on large-scale renewable projects can raise wider concerns about a contractor’s internal...