U.S. Semiconductors Stock News

In July 2026, Inhibrx Biosciences entered into a Second Amendment to its Loan and Security Agreement with Oxford Finance, expanding its credit facility to up to US$500.0 million, including an immediate US$100.0 million Term C Loan and potential Term D funding of up to US$225.0 million at the lenders' discretion. As part of the new debt tranche, the company issued immediately exercisable warrants to Oxford to purchase 21,457 common shares at a US$93.21 strike price, aligning lenders’...

US semiconductor and AI hardware stocks are back in focus after allegations that China’s Moonshot AI stole advanced US models and accessed restricted Nvidia servers. For investors, the story is less about courtroom drama and more about how intellectual property risk, supply chain security, and possible US sanctions could reshape where capital flows next. This article breaks down how that news links to three large US chip related companies from our screener, all potentially positioned on the...

Western Alliance Bancorporation (WAL) opened Q2 2026 with total revenue of US$915.3 million and basic EPS of US$2.40, while trailing twelve month revenue stood at US$3.5 billion and EPS at US$8.96. The company has seen revenue move from US$3.0 billion and EPS of US$7.33 on a trailing basis in Q1 2025 to US$3.5 billion and EPS of US$8.96 by Q2 2026, giving investors a clearer earnings and revenue backdrop heading into this latest report. With a Q2 net interest margin of 3.53% and a cost to...

Lightwave Logic, Inc. has appointed Fred A. Graffam III as Chief Financial Officer, effective July 20, 2026, while Snizhana “Ana” Quan transitions to Vice President of Finance and Corporate Controller. The move brings a seasoned finance leader with extensive telecommunications and technology experience into the C-suite, potentially reshaping how the company approaches capital allocation, reporting, and investor communication. Next, we’ll examine how bringing in an experienced...

In Q1, Crane NXT reported revenue growth of 17.4% year on year and an earnings beat, with CEO Aaron W. Saak highlighting the completion of the Antares Vision acquisition and the company’s alignment to growing markets. The integration of Antares Vision deepens Crane NXT’s presence in authentication and inspection technologies, potentially reshaping how it pursues growth through higher-value, technology-driven solutions. We’ll now examine how the strong Q1 earnings beat and Antares Vision...

Earlier this month, the U.S. Small Business Administration said it is entering a new phase of its pandemic relief anti-fraud initiative by deploying Palantir Technologies’ software to help identify, investigate, and support prosecutions related to Paycheck Protection Program and COVID Economic Injury Disaster Loan abuses. This formalization of Palantir’s role in a federal fraud prevention program highlights how its AI platforms are becoming embedded in high-compliance, mission-critical...

In July 2026, SLB announced an alliance with Liberty Energy to deliver modular infrastructure and integrated behind-the-meter power solutions for new AI-driven data centers, while its OneSubsea joint venture secured a major multi-well EPC contract from Eni for Phase 3 of the Baleine deepwater project offshore Côte d’Ivoire. Together, these moves highlight SLB’s push to pair its subsea and traditional energy technology with growing demand for power-intensive AI data centers. We’ll now examine...

Weatherford International (WFRD) opened Q2 2026 with total revenue of US$1,105 million and basic EPS of US$0.54, with the trailing twelve months showing revenue of US$4.8 billion and EPS of US$5.10 as investors weigh these results against a current share price of US$87.11. Over recent quarters the company has seen revenue move between US$1,152 million and US$1,289 million, while quarterly basic EPS has ranged from roughly US$0.54 to US$1.92. This gives shareholders a clear look at how...

Old National Bancorp recently reported its second-quarter 2026 results, posting adjusted earnings of US$0.65 per share on US$740.1 million in revenue, with net charge-offs of US$32.2 million, or 26 basis points of average loans, in line with the prior quarter. The bank paired record profitability and improved efficiency with a completed buyback of about 5.15 million shares for US$123.5 million, while maintaining full-year loan growth guidance and highlighting a US$5.6 billion commercial...

Recently, Park Hotels & Resorts received a Zacks Rank #2 and an A grade in the Value category, spotlighting its valuation among lodging REIT peers and drawing renewed investor attention. This recognition highlights a gap between the company’s assessed intrinsic value and its current market valuation, even as capital spending and labor cost inflation weigh on its operating outlook. Next, we’ll explore how the new value-focused analyst rating, against a backdrop of rising labor and capital...

AXT has expanded its board of directors with the appointment of Jia-Bin Duh as an independent director. Duh brings senior leadership experience from major technology companies in Greater China, including roles at Cisco Systems China and Microsoft China. The appointment adds sector expertise and governance depth at a time when AXT is focusing on growth and its global supply chain position. AXT, traded as NasdaqGS:AXTI, is adding fresh governance experience at a time when its share price of...

Otis Worldwide (OTIS) has put up a solid set of Q2 2026 numbers, with revenue of US$3,859 million and EPS of US$1.12, while trailing twelve month revenue sits at US$14.9 billion and EPS at US$3.91. The company has seen quarterly revenue move from US$3,595 million in Q2 2025 to US$3,859 million in Q2 2026, alongside EPS moving from US$1.00 to US$1.12 over the same period. This gives investors a clear view of stable top line and earnings progression. Taken together with net profit margins...

The recent move in ZIM Integrated Shipping Services (ZIM) has been driven by a sharp upward revision in consensus EPS estimates and increased attention on its upcoming earnings release, putting the stock firmly on investor watchlists. See our latest analysis for ZIM Integrated Shipping Services. At a share price of US$25.01, ZIM Integrated Shipping Services has seen momentum cool over the past quarter, with its 90 day share price return down 4.10%, even as the year to date share price return...

ConocoPhillips (COP) is in focus as the company prepares to release its Q2 2026 earnings on August 6, with expectations shaped by higher WTI crude prices amid recent geopolitical tensions. See our latest analysis for ConocoPhillips. The recent run up in ConocoPhillips’ share price, with a 7 day share price return of 6.58% and 30 day return of 8.29%, comes after a period where the 90 day share price return declined 4.49%. At the same time, the 1 year total shareholder return of 29.13% and 5...

C.H. Robinson Worldwide recently reported its June 2026 quarter results, delivering year-over-year growth in both earnings and revenue despite earlier analyst caution about an earnings beat. The combination of stronger fundamentals and a previously negative Earnings ESP has highlighted how quickly sentiment can shift when expectations and outcomes diverge. With analysts’ expectations having turned more cautious ahead of this report, we’ll now examine how that shifting sentiment affects C.H...

FS Bancorp (FSBW) has just posted Q2 2026 results, with total revenue of US$36.2 million and basic EPS of US$1.08 on net income of US$7.9 million, while trailing 12 month figures sit at US$144.9 million of revenue and EPS of US$4.45. The company has seen revenue move from US$35.3 million in Q2 2025 to US$36.2 million in Q2 2026, with EPS shifting from US$1.00 to US$1.08 over the same period. This sets the stage for investors to weigh forecast earnings growth and dividend income against how...

Stride (LRN) has drawn attention after recent trading, with the stock last closing at US$84.22. For investors watching the education sector, the company’s performance metrics offer a snapshot of current market expectations. See our latest analysis for Stride. Recent trading has been mixed for Stride, with the latest 1 day share price return slipping 0.56%. At the same time, the year to date share price return sits at 30.35% and the 3 year total shareholder return is 122.10%, suggesting...

Teledyne Technologies (TDY) opened Q2 2026 with revenue of US$1,662.5 million and basic EPS of US$5.37, on top of trailing twelve month EPS of US$20.94 and revenue of US$6.4 billion that came with 13.5% earnings growth year over year. The company has seen revenue move from US$1,513.7 million and EPS of US$4.48 in Q2 2025 to US$1,662.5 million and EPS of US$5.37 in Q2 2026, while trailing net profit margin edged up from 14.5% to 15.3%. This sets up an earnings release where investors are...

Eli Lilly launched its FDA approved Alzheimer's drug Kisunla, adding a new treatment option to its neuroscience portfolio. The company is preparing prominent presentations at the 2026 Alzheimer's Association International Conference, highlighting its neuroscience pipeline. Eli Lilly is maintaining a leadership role in the AI driven Illumina Billion Cell Atlas alliance focused on large scale neurodegenerative research. Eli Lilly (NYSE:LLY) is drawing attention for activity beyond its GLP 1...

Altria Group’s stock has returned 123.0% over the past 5 years, and both its intrinsic value estimate using a Discounted Cash Flow (DCF) approach and its market multiples currently point to the shares screening as undervalued. This leaves investors to assess how durable that apparent discount really is. Over 5 years, Altria Group has delivered a 123.0% total return, which puts a spotlight on whether the current share price still leaves room relative to its assessed value. Regulatory...

Webull stock has rebounded in the short term, but with the share price at US$8.10 and the valuation checks pointing to a mixed picture while the market multiples lean expensive, investors are left weighing whether the recent weakness over the past year has already been fully priced in. Over the last 1 year, Webull has fallen 54.3%, which suggests sentiment around the stock has been materially weaker than its recent weekly and monthly gains might imply. The valuation outlook can be shaped by...

In the second quarter of 2026, Redwire Corporation received US$21.5 million in follow-on purchase orders for its Advanced Navigation Stalker Block 30 uncrewed aircraft systems from the U.S. Marine Corps, alongside recent factory expansions in Huntsville and a new space research facility in Georgetown, Indiana. By pairing expanded defense UAS production with a new hub for space-enabled pharmaceutical and biotech research, Redwire is pushing into an unusual combination of military and...

John Marshall Bancorp (JMSB) just posted Q2 2026 results with total revenue of US$18.5 million and basic EPS of US$0.50, set against trailing twelve month revenue of US$66.9 million and EPS of US$1.73 that came with earnings growth of 29.2% over the past year. Over recent quarters the company has seen revenue move from US$14.9 million and EPS of US$0.36 in Q2 2025 to US$18.5 million and EPS of US$0.50 in Q2 2026, while trailing net profit margins sit at 36.4% versus 33.2% in the prior year,...

Badger Meter (BMI) has just posted its Q2 2026 scorecard, with revenue of US$222.3 million, basic EPS of US$1.02 and net income of US$29.7 million framing the latest quarter. The company has seen quarterly revenue move between US$202.3 million and US$238.1 million over the past six periods, while basic EPS has ranged from US$0.94 to US$1.31. This sets the backdrop for a quarter where investors will be weighing a net margin that now sits at 14.3% against the recent slip from 15.5% to judge how...