U.S. Semiconductors Stock News

DHT Holdings, Inc. recently continued its fleet modernization program by taking delivery of the VLCC newbuilding DHT Gazelle from Hyundai Samho Heavy Industries, while also completing the sale of the older vessel DHT China as part of a broader renewal plan that includes a final Antilope-class delivery expected in June 2026. This shift from older tankers to fully funded, state-of-the-art VLCCs on multi-year time charters with a major oil company could materially influence DHT’s earnings mix,...

Cisco Systems (NasdaqGS:CSCO) has appointed Pete Shimer to its board of directors. Shimer will also serve on Cisco’s audit committee, adding deep finance and transformation experience. The appointment comes at a pivotal moment as Cisco focuses on delivering infrastructure for AI workloads. Cisco Systems, a major provider of networking gear, security solutions, and software subscriptions, is tightly linked to how global data traffic and cloud services are built and managed. As AI workloads...

Some of the losses seen by insiders who purchased US$148.8k worth of PowerFleet, Inc. ( NASDAQ:AIOT ) shares over the...

Some Argan, Inc. ( NYSE:AGX ) shareholders may be a little concerned to see that the Independent Director, John...

We feel now is a pretty good time to analyse Orion Energy Systems, Inc.'s ( NASDAQ:OESX ) business as it appears the...

If you are wondering whether Arm Holdings at around US$148.77 is a fair deal or a stretch, you are not alone. That is exactly what this article is going to unpack for you. Over the past week the stock returned 8.6%, with 30.1% over the last 30 days, 29.7% year to date, and 67.9% over the last year. This naturally raises questions about how much of this is already reflected in the price. These moves have come alongside ongoing attention on Arm's role in semiconductors and chip design, as...

For investors wondering whether Intel at around US$50.78 is still attractively priced or whether most of the easy gains have already been realized, this article outlines what that price could mean for you. Over the past year, Intel has posted a 159.5% return, with 28.9% year to date, 17.0% over the last 30 days and 23.3% over the past week, which has clearly shifted how the market is treating the stock. These moves sit against a backdrop of ongoing attention on chipmakers as key suppliers to...

If you are wondering whether KLA at around US$1,540 per share still offers value or if you may be late to the party, this breakdown can help frame what the current price might be implying. The stock has recent returns of 11.4% over 7 days, 14.5% over 30 days, 20.8% year to date, 156.6% over 1 year, 313.7% over 3 years and 370.3% over 5 years, so price action is central to any valuation discussion. Recent coverage has focused on KLA as a key name in semiconductor equipment, with attention on...

What recent performance tells you about Phillips 66 (PSX) Phillips 66 (PSX) has recently drawn attention after a period of strong share price movement, with the stock showing a 6.9% gain over the past month and 29.8% over the past 3 months. For investors tracking consistency, total return data over longer stretches is available as well, including 35.8% year to date, 90.3% over the past year, 87.9% over 3 years, and 1.8x over 5 years. See our latest analysis for Phillips 66. At a share price...

In March 2026, the Internal Revenue Service selected Global Payments’ Link2Gov unit as a preferred digital payments provider for the 2026 tax season, enabling electronic federal income tax payments as part of the U.S. government’s push to modernize collections and disbursements. This federal mandate to digitize tax payments places Global Payments at the center of critical public infrastructure, potentially reinforcing its role in large-scale, government-backed payment modernization...

Investors may be wondering whether Amcor's current share price reflects its true worth, or if the market is missing something important about this packaging company. Over the last week the stock is up 4.5%, although the return over 30 days is an 8.0% decline and the 1-year return sits at a 5.4% loss, which may have shifted how some investors view its risk and potential. These mixed returns have kept attention on how the market is reacting to Amcor and how sentiment can change quickly when...

Pagaya Technologies recently closed a US$600 million AAA-rated personal loan asset-backed securities transaction (PAID 2026-2), attracting 27 institutional investors, including 4 first-time participants on its PAID platform. This transaction adds to more than US$36.00 billion of asset-backed securities Pagaya has issued since 2018, highlighting growing platform usage and a broader institutional funding base. Now we will explore how this large AAA-rated securitization and expanded investor...

Apple has introduced MacBook Neo, a lower priced laptop aimed at the low end PC market. Reports indicate fresh engineering delays in Apple's foldable iPhone project, affecting its development timeline. For investors tracking NasdaqGS:AAPL, these product moves come with the stock trading at $258.86, with a 43.3% return over the past year and a 102.5% return over five years. The new MacBook Neo could broaden Apple's reach by appealing to first time Mac buyers and users who previously saw Macs...

Chubb (NYSE:CB) is participating in a US led insurance initiative to provide reinsurance for energy shipments through the Strait of Hormuz. The program is organized alongside other major insurers and coordinated by the US International Development Finance Corp. The consortium aims to support continuity of global energy trade during a period of elevated geopolitical risk in a key transit corridor. For investors watching Chubb at a share price of $326.9, this new role in a high profile...

Wondering whether Workiva is starting to look attractively priced or still too expensive at around US$59.77 per share? This article breaks down what that price could imply about value. The stock is up 1.8% over the last 7 days, while the 1 year return sits at a 9.4% loss and the year to date return is a 28.0% loss, with a 30 day return of a 7.9% loss. Recent coverage around Workiva has focused on how the share price performance contrasts with its longer term track record, which includes a...

PepsiCo has withdrawn its sponsorship from the U.K. Wireless Festival in London following the announcement of Kanye West as a headliner. The move highlights PepsiCo's focus on reputational risk in high profile entertainment partnerships. This decision adds a new dimension to recent news around NasdaqGS:PEP that is not tied to earnings or traditional financial metrics. PepsiCo, trading on NasdaqGS:PEP, last closed at $156.73, with a return of 10.2% year to date and 13.8% over the past year...

Wondering if Trimble at around US$65.07 is offering value or asking you to pay up for quality? This article breaks down what the current price might be telling you. The stock is up 4.0% over the last 7 days, even though the 30 day and year to date returns stand at a 7.1% decline and a 16.9% decline respectively, while the 1 year and 3 year returns are 16.2% and 31.0%, and the 5 year return is a 20.0% decline. Recent coverage has focused on Trimble's position as a software driven solutions...

Why Pharvaris’ Latest Earnings Matter for Investors Pharvaris (PHVS) reported a full year 2025 net loss of €175.7 million, along with updates on key hereditary angioedema programs that included completed CHAPTER-3 Phase 3 enrollment and a reaffirmed FDA filing timeline for deucrictibant. See our latest analysis for Pharvaris. Despite the wider net loss and heavier R&D commitment, Pharvaris’ share price has climbed, with a 30 day share price return of 9.49% and a 90 day gain of 17.96%. The 1...

Understanding MKS after recent share performance MKS (MKSI) has drawn attention after a period of strong share performance. The stock has shown a 1 day return of 1%, about 13% over the past month, and roughly 29% over the past 3 months. See our latest analysis for MKS. With the share price at US$236.98 and a 1 year total shareholder return of about 279% compared with a year to date share price return of around 41%, MKS’s recent momentum looks strong and also reflects a much bigger move for...

Danaher stock snapshot and recent performance Danaher (DHR) is drawing investor attention after a period of mixed share performance, with the stock up over the past year but showing weaker returns in the month and past 3 months. See our latest analysis for Danaher. Recent trading has been choppy, with a 4.5% 7 day share price return contrasting with a 30 day share price decline of 1.7% and a 90 day share price decline of 18.8%, while the 1 year total shareholder return sits at 7.1%. If you...

Devon Energy (NYSE:DVN) received regulatory clearance as the Hart-Scott-Rodino antitrust waiting period expired on its pending acquisition of Coterra Energy. This development moves the proposed merger closer to completion, with closing currently anticipated in Q2 2026. The transaction would combine two large U.S. oil and gas producers into a single, larger operator with a broader asset base. Devon Energy focuses on U.S. oil and gas production, and the planned Coterra Energy deal would add...

Agree Realty (ADC) has moved back into focus after director John Rakolta increased his personal stake, and several research firms adopted a more constructive stance, citing funds from operations trends and a solid retail tenant base. See our latest analysis for Agree Realty. Agree Realty’s 7.2% 90 day share price return and 10.37% 1 year total shareholder return suggest momentum has been improving, even after a 7.15% 30 day share price pullback that coincides with insider buying, rating...

Coinbase Global (NasdaqGS:COIN) CEO Brian Armstrong has issued a warning that quantum computing advances could threaten the cryptographic security behind major cryptocurrencies like Bitcoin and Ethereum. Armstrong is calling for an industry wide push toward quantum resistant cryptography to protect digital assets that underpin Coinbase’s core trading and custody services. The comments spotlight quantum risk as a material issue for crypto infrastructure, with potential implications for...

Some investors are considering whether HP's current share price reflects its underlying value, or if the market is mispricing a familiar tech name. HP's stock recently closed at US$18.94, with a 0.6% decline over 7 days, a 2.7% decline over 30 days and a 14.4% decline year to date, contributing to a 14.9% decline over the past year and deeper falls over the past 3 and 5 years. Recent headlines around HP have focused on how a mature PC and printer business fits into a tech sector where...