U.S. Semiconductors Stock News

MACOM Technology Solutions Holdings (NasdaqGS:MTSI) is facing material uncertainty as US authorities review export licenses tied to high end AI chip shipments to China. Government delays in processing these licenses are affecting Chinese customer orders and introducing new risk to MACOM's global sales operations. The issue centers on national security concerns around advanced semiconductor hardware and its potential use in sensitive AI applications. MACOM, a supplier of high performance...

Greif, Inc. reported first-quarter 2025 results for the period ended December 31, 2025, with sales of US$994.8 million versus US$1,016.7 million a year earlier and net income of US$174.6 million compared with US$22 million. The sharp increase in profitability despite slightly lower sales highlights a meaningful shift in Greif’s earnings mix and cost or margin profile. We’ll now consider how this earnings-driven jump in net income shapes Greif’s investment narrative and what it may signal for...

Amazon.com announced plans to cut 16,000 corporate roles and close all Amazon Fresh stores as it reshapes its grocery and physical retail footprint. The company will convert some existing locations into Whole Foods Market outlets, signaling a different approach to brick and mortar operations. Amazon also agreed to a $309 million class action settlement related to its returns process, with both cash payments and changes aimed at improving customer experience. For investors watching...

Coca-Cola is discontinuing its Minute Maid frozen juice concentrates in the U.S. and Canada. The company is shifting focus toward fresh juice offerings, citing changing consumer preferences. The change affects a long running grocery staple and reflects how Coca-Cola is managing its wider beverage mix. Coca-Cola (NYSE:KO) is making this product shift while its shares trade at $77.35. The stock has logged returns of 5.9% over the past week and 13.9% over the past month, with a 26.2% return...

Boston Scientific (BSX) has wrapped up FY 2025 with fourth quarter revenue of US$5.3b, basic EPS of US$0.45 and net income excluding extra items of US$672m. On a trailing twelve month basis, revenue reached US$20.1b, EPS was US$1.96 and net income excluding extra items came in at US$2.9b. Over the past six reported quarters, the company has seen quarterly revenue move from US$4.2b in Q3 2024 to between US$4.7b and US$5.3b in FY 2025. Basic EPS has ranged from US$0.32 in Q3 2024 to US$0.54 in...

Piedmont Realty Trust (PDM) has drawn fresh attention after recent trading, with the share price at $8.63 and short-term returns over the past month and past 3 months both in positive territory. See our latest analysis for Piedmont Realty Trust. Short-term momentum has picked up, with a 1-day share price return of 2.86% and a 7-day share price return of 7.61%. The 1-year total shareholder return of 4.54% contrasts with a 5-year total shareholder return decline of 31.24%, suggesting recent...

Eagle Materials Inc. has reported past third-quarter 2025 results showing sales of US$555.96 million and net income of US$102.9 million, alongside lower earnings per share compared with the prior year period. Over the same timeframe, the company continued advancing a long-running share repurchase program, buying back 648,000 shares for US$142.6 million and bringing total buybacks since 2004 to US$3.19 billion. Next, we’ll examine how softer earnings alongside the ongoing share repurchase...

ConnectOne Bancorp (CNOB) is in focus after releasing fourth quarter and full year 2025 results that included higher net interest income and net income, alongside increased net loan charge-offs and fresh common and preferred dividend declarations. See our latest analysis for ConnectOne Bancorp. The recent earnings release, higher net interest income and dividend declarations appear to be feeding into improving momentum, with a 90 day share price return of 13.32% and a 5 year total shareholder...

AeroVironment (AVAV) is back in focus after securing a US$75 million task order from the U.S. Air Force to develop next generation biotechnology and materials science, as well as making progress on autonomous airspace management with CAL Analytics. See our latest analysis for AeroVironment. Despite the fresh US$75 million Air Force award and the CAL Analytics collaboration, AeroVironment’s share price has recently pulled back, with a 1-day share price return decline of 9.85% and a 90-day...

Steele Bancorp (OTCPK:STLE) has just posted its FY 2025 numbers, with fourth quarter revenue of US$13.5 million and EPS of US$1.64, set against trailing 12 month revenue of US$31.0 million and EPS of US$9.15. The company has seen revenue move from US$17.2 million and EPS of US$2.50 on a trailing basis in 2024 Q3 to US$31.0 million and EPS of US$9.15 by 2025 Q4, giving investors a results set where profitability and margins sit firmly in the spotlight. See our full analysis for Steele...

Target (TGT) is back in focus after analyst upgrades and the arrival of new CEO Michael Fiddelke. Investors are weighing whether his turnaround agenda and margin plans justify the recent pickup in stock activity. See our latest analysis for Target. The recent analyst upgrades and Michael Fiddelke’s arrival come after a strong run in the shares, with a 90 day share price return of 28.02% and a year to date share price return of 13.55% to US$114.13. However, the 1 year total shareholder return...

Vishay Intertechnology FY 2025 earnings snapshot Vishay Intertechnology (VSH) closed FY 2025 with Q4 revenue of US$800.9 million and basic EPS of US$0.01. The trailing twelve months show total revenue of about US$3.1 billion and a small net loss of US$9.0 million. The company reported quarterly revenue ranging from US$715.2 million in Q1 2025 to US$800.9 million in Q4 2025, with EPS moving between a loss of US$0.06 in Q3 2025 and a profit of US$0.01 in Q4 2025 as margins shifted through the...

Earnings and dividend move put German American Bancorp (GABC) in focus German American Bancorp (GABC) drew fresh attention after reporting fourth quarter and full year 2025 results, with higher net interest income and net income, alongside a 7% increase in its regular quarterly dividend. See our latest analysis for German American Bancorp. The earnings release and dividend increase have arrived alongside a strong share price run, with the latest close at $44.23 and a 30 day share price return...

Urban Outfitters stock moves after recent performance Urban Outfitters (URBN) has drawn fresh investor attention after recent share price swings, with the stock showing mixed returns over the past month and past 3 months and a one year total return of 29.8%. See our latest analysis for Urban Outfitters. At a share price of US$73.82, Urban Outfitters has seen a 6.1% 7 day share price return and an 18.1% 90 day share price return, while the 1 year total shareholder return of 29.8% and 3 year...

First National Bank Alaska (FBAK) has wrapped up FY 2025 with Q4 revenue of US$56.2 million, EPS of US$6.33 and net income of US$20.1 million, setting the tone for how investors read the full year. The bank has seen revenue move from US$52.2 million in Q4 2024 to US$56.2 million in Q4 2025, while trailing twelve month EPS sits at US$24.48 on net income of US$77.5 million, giving you a clear line of sight on how the top line is feeding into profitability. With a trailing net profit margin of...

Spire (SR) Q1 2026 results in focus Spire (SR) opened fiscal 2026 with Q1 revenue of US$762.2 million and basic EPS of US$1.55, setting a clear reference point after a mixed run of quarterly results. The company reported revenue of US$669.1 million in Q1 2025 and US$762.2 million in Q1 2026, while basic EPS moved from US$1.34 to US$1.55 over the same period, alongside trailing twelve month EPS of US$4.59 on revenue of US$2.6 billion. With earnings growth over the past year, improving net...

PJT Partners reported its fourth-quarter and full-year 2025 results on February 3, 2026, posting higher year-on-year revenue and earnings while its board declared a US$0.25 per share quarterly dividend payable on March 18, 2026 to Class A shareholders of record on March 4, 2026. The quarter delivered record annual financial results yet came with a revenue shortfall versus expectations, even as earnings per share exceeded analyst forecasts, highlighting strong profitability alongside...

Rexford Industrial Realty recently reported fourth-quarter 2025 results that beat expectations on funds from operations at US$144.1 million, or US$0.59 per share, while revenue came in slightly below forecasts. The company also unveiled a CEO transition effective April 1, 2026, alongside a new US$500 million stock repurchase program and a 1.2% dividend increase, underscoring management’s confidence in its capital allocation approach. Next, we’ll examine how this combination of stronger funds...

Palantir Technologies (NasdaqGS:PLTR) reported quarterly results with record-breaking revenue and profitability driven by its Artificial Intelligence Platform. Demand from U.S. commercial and government customers was a key driver, with multiple major long-term government deals announced in the same update. Management issued guidance that extends through 2026, highlighting its expectations for continued growth during that period. Palantir focuses on data analytics and AI software that helps...

If you are wondering whether Figure Technology Solutions is attractively priced or just a story stock, this article will walk through what the numbers are actually saying about its current valuation. The share price recently closed at US$42.95, with returns of a 36.8% decline over the last 7 days, a 19.3% decline over the last 30 days and a 1.8% decline year to date. These moves may have shifted how the market views both its potential and its risks. Recent trading updates and company...

Confluent, NasdaqGS:CFLT, reports resilient business performance and continued subscription revenue growth. The company highlights an expanding partner ecosystem and raises guidance for the next quarter. Management points to stronger fundamentals and increased confidence in long term growth opportunities. Confluent, trading at $30.33, is leaning heavily on its subscription driven model and partner network to reinforce its position in data streaming. The stock has returned 3.3% over the past...

SoundHound AI (NasdaqGM:SOUN) expanded its partnership with Five Guys, extending voice AI ordering across more of the burger chain’s locations. The company also announced new enterprise deals in financial services, including expanded services with top global financial institutions. SoundHound added a new agreement with a leading French insurance firm focused on call center automation and customer support. For you as an investor, these updates give a clearer picture of how SoundHound AI is...

Williams-Sonoma (NYSE:WSM) brand West Elm has launched a new collaboration with children's clothing company Pink Chicken. The partnership introduces a colorful home furnishings collection for kids and babies. The collection expands West Elm's presence in the children's and nursery segments within the home furnishings category. For you as an investor, this move highlights how Williams-Sonoma is using its brands to reach younger households and new life stages. The West Elm and Pink Chicken...

Liberty Energy (NYSE:LBRT) completed a $700m convertible note offering, advancing its capital structure plans. The company aims to use the proceeds for debt repayment, expansion, and redeployment efforts linked to recent changes. This funding follows Liberty Energy's acquisition of IMG Energy Solutions and shifts in its top leadership roles. Management has outlined plans to deploy 3 GW of power by 2029 as part of its broader growth agenda. Liberty Energy, listed on the NYSE under the ticker...