U.S. Semiconductors Stock News

Recent research from Morgan Stanley and CICC spotlighted the recovery in China’s tourism and hotel market, citing strong Spring Festival travel and booking data, with Atour Lifestyle Holdings (NasdaqGS:ATAT) among the names flagged to benefit. See our latest analysis for Atour Lifestyle Holdings. Against this backdrop of upbeat broker commentary, Atour Lifestyle Holdings’ share price closed at US$39.23, with a 12.47% 7 day share price return contrasting with mildly negative 30 day and year to...

Recent share performance and business snapshot ACADIA Pharmaceuticals (ACAD) has seen recent pressure in its share price, with a 1 day return of about a 1% decline and a 7 day move of roughly a 7% decline, which may prompt closer attention from existing holders. Over the past month the stock shows around a 15% decline, while the past 3 months reflect roughly a 5% decline. Even with these shorter term moves, the 1 year total return sits near 18% and the 3 year total return is around...

Morgan Stanley recently initiated coverage on TeraWulf, emphasizing its transition from primarily bitcoin mining to building environmentally focused, industrial-scale data center infrastructure for artificial intelligence and high-performance computing, supported by new brownfield site acquisitions and project-level financing. The firm’s shift to treating its power-rich mining sites as contracted data center assets, backed by large partners such as Google, reframes TeraWulf as an...

Eaton announced an $8 billion senior unsecured term loan to support liquidity and general corporate purposes. The company also expanded its revolving credit facility, increasing available borrowing capacity. These financing steps are intended to provide additional financial flexibility for upcoming initiatives. Eaton, traded as NYSE:ETN, is making these funding moves while its shares trade around $396.09. The stock has posted returns of 8.5% over the past week, 20.4% over the past month,...

Papa John's International is running a MICHELIN Star themed campaign that includes turning a Manhattan store into a one night, reservation only dining experience. The company is also introducing a limited time heart shaped pizza in Canada for Valentine’s Day. These marketing and product moves aim to create buzz around the brand and offer differentiated experiences to pizza customers. Papa John's International, listed on NasdaqGS:PZZA, is pursuing attention grabbing brand efforts at a time...

ASML Holding: recent performance snapshot ASML Holding (NasdaqGS:ASML) has attracted fresh attention after a strong run in its share price, with recent returns over the month and past 3 months drawing investors back to the chip equipment specialist. See our latest analysis for ASML Holding. With the share price at US$1,435.63, ASML Holding has paired its recent 7.21% 7 day share price return with a 12.05% 30 day gain and a 91.27% 1 year total shareholder return, which points to strong...

Chesapeake Utilities Corporation recently secured approval from the Accomack County Board of Supervisors to engineer and build a new natural gas system on Virginia’s Eastern Shore, backed by a US$6.5 million state grant to extend pipeline infrastructure from near Princess Anne, Maryland, to Temperanceville, Virginia. This project opens a fresh regulated-utility revenue opportunity for Chesapeake Utilities by bringing piped gas service to currently unserved residents and large users such as...

If you are wondering whether DT Midstream is fairly priced or if the recent hype has gone too far, you are in the right place. The stock last closed at US$131.64, with returns of 4.2% over 7 days, 11.8% over 30 days, 8.8% year to date and 37.5% over the past year, plus a very large 3 year return of 172.7%. These moves sit against a backdrop where DT Midstream has been steadily on investors' radars in the midstream energy space, as markets continue to focus on established infrastructure...

Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See our latest analysis for Xcel Energy. At a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances,...

Knight-Swift Transportation Holdings recently raised its quarterly cash dividend to US$0.20 per share from US$0.18, marking a seventh consecutive annual increase and continuing its board-approved cash dividend policy, with the latest payout scheduled for stockholders of record on March 6, 2026 and expected to be paid on March 23, 2026. This steady pattern of dividend growth, alongside a history of insider share sales and a Neutral analyst rating, highlights how management’s capital-return...

Cheniere Energy’s marketing unit recently secured additional liquefied natural gas shipping capacity out of the Gulf Coast, responding to tight carrier availability and longer vessel build times amid the U.S. LNG export boom. This move highlights how logistics control is becoming as important as liquefaction capacity itself, potentially influencing Cheniere’s ability to reliably monetize its growing LNG portfolio. We’ll now examine how this added shipping capacity could influence Cheniere...

In recent days, Marvell Technology filed two employee stock ownership plan-related shelf registrations to offer about US$333.80 million of common stock, totaling 4,373,572 shares, while also reporting past record quarterly revenue powered by AI-focused data center demand and its role in Amazon’s custom Trainium processors. These equity plan filings are small relative to Marvell’s AI infrastructure ambitions, where deepening ties to hyperscalers like Amazon and acquisitions such as XConn and...

Keefe, Bruyette & Woods recently highlighted a potentially attractive setup for Core Scientific (CORZ) as the company shifts focus from bitcoin mining to high performance computing leasing, drawing attention ahead of its February 18, 2026 earnings report. See our latest analysis for Core Scientific. At a share price of $18.09, Core Scientific has seen a 12.01% 7 day share price return and a 19.33% 90 day share price return, while its 1 year total shareholder return of 49.63% points to...

NetApp, Inc. recently presented at the WEST Conference 2026 at the San Diego Convention Center, highlighting its enterprise data infrastructure capabilities. The company’s growing success in winning new contracts, supported by billings growth and stronger efficiency-driven profits, underlines its operational momentum and cash generation strength. We’ll now explore how NetApp’s contract wins and efficiency gains might influence its investment narrative and future business positioning. The...

Equity LifeStyle Properties (ELS) has declared a first quarter 2026 dividend of $0.5425 per common share, equivalent to $2.17 on an annualized basis, with payment scheduled for April 10 to shareholders of record on March 27. See our latest analysis for Equity LifeStyle Properties. At a share price of US$65.95, Equity LifeStyle Properties has seen a 10.30% year to date share price return and a 21.11% total shareholder return over five years. The recent dividend update helps frame current...

Alkermes (NasdaqGS:ALKS) has received Irish High Court approval to acquire Avadel Pharmaceuticals. The company has closed on more than US$1.5b in new credit facilities, which appears linked to funding the transaction. These developments mark a significant step in reshaping Alkermes' portfolio and capital structure. Alkermes focuses on neuroscience and oncology medicines, so adding Avadel Pharmaceuticals could reshape the mix of assets and future product opportunities. For investors, the...

Axon Enterprise (AXON) is approaching its February 24, 2026 earnings release, with investors watching how a projected near 20% EPS decline compares with revenue growth that is expected to exceed 30%. See our latest analysis for Axon Enterprise. At a share price of $434.45, Axon Enterprise has seen a 31.23% 1 month share price decline and a 22.89% year to date pullback, while its 3 year total shareholder return of 118.33% and 5 year total shareholder return of 143.55% show that longer term...

If you have been wondering whether Morningstar's share price now lines up with its underlying worth, this article is designed to walk you through that question clearly and calmly. The stock last closed at US$155.35, with returns showing a 13.9% decline over 7 days, 28.9% decline over 30 days, 26.2% decline year to date, 51.1% decline over 1 year, 33.8% decline over 3 years and 36.3% decline over 5 years. These moves have arrived alongside ongoing investor interest in how Morningstar's...

Harley-Davidson (HOG) is back in focus after its Q4 2025 update, where a larger than expected loss, weaker 2026 outlook and potential credit rating downgrade from S&P put fresh pressure on the stock. See our latest analysis for Harley-Davidson. The weak Q4 2025 earnings, cautious 2026 outlook and S&P credit watch have fed into a clear shift in sentiment, with Harley-Davidson’s 90 day share price return of 17.05% and 1 year total shareholder return of 18.93% both firmly negative and pointing...

If you are wondering whether Western Midstream Partners at around US$42.45 is offering good value today, you are not alone. This article is here to unpack what that price really reflects. The unit price has moved by 3.3% over the last week, 2.6% over the past month, 6.9% year to date and 16.9% over the past year, with a very large 3 year return and a strong 5 year return of 284.2% that may be changing how investors view its risk and reward profile. Recent coverage has focused on Western...

Generac Holdings (GNRC) has attracted attention after a strong recent run, with the share price up 17.9% on the day and gains extending over the past week and month. See our latest analysis for Generac Holdings. The sharp 17.9% 1 day share price return adds to a run of strong momentum, with the 30 day share price return at 37.3% and the 1 year total shareholder return at 41.0%, even though the 5 year total shareholder return sits at a loss of 39.5%. If this move in Generac has you thinking...

Pacira BioSciences (NASDAQ:PCRX) has had a rough three months with its share price down 8.6%. It seems that the market...

In early February 2026, DRDGOLD drew fresh attention as its recent performance was highlighted alongside stronger results from other gold miners, reinforcing perceptions of improved business outcomes. The company’s inclusion among peers benefiting from a healthier gold mining backdrop has reinforced its position as a potentially resilient sector participant. We’ll now examine how DRDGOLD’s favorable positioning within a strengthening gold mining sector shapes the company’s investment...

Celanese Corporation recently declared a quarterly cash dividend of US$0.03 per share on its common stock, payable on March 10, 2026 to shareholders of record as of February 24, 2026, and earlier this week raised prices for acetic acid, vinyl acetate monomer and related derivatives in the Western Hemisphere. This combination of a modest cash return to shareholders and immediate pricing actions in key chemical products underscores management’s focus on margin protection amid cautious earnings...