U.S. Semiconductors Stock News

Intel (NasdaqGS:INTC) launched its Core Series 2 processor for industrial edge applications, targeting mission-critical workloads. The company also introduced its Health & Life Sciences AI Suite aimed at healthcare and life sciences use cases. These product announcements extend Intel's recent activity beyond previously discussed partnerships, 6G work and enterprise AI collaborations. For you as an investor watching Intel, the focus now includes concrete products alongside earlier attention...

If you are wondering whether Waste Management is still fairly priced after its strong run in recent years, you are not alone. This article focuses on what the current share price might imply about value. The stock last closed at US$235.54, with returns of 3.9% over the past 30 days, 7.8% year to date and 6.6% over the past year, alongside a 59.1% return over 3 years and 106.3% over 5 years. Recent coverage has continued to highlight Waste Management as a large listed player in US waste...

If you are wondering whether Ecolab's current share price really lines up with its underlying worth, you are not alone. This article focuses squarely on what you might be paying for versus what you are getting. After a recent last close of US$281.39, the stock has seen a 5.7% decline over the past week and a 3.1% decline over the past month, while its longer term returns of 7.1% year to date, 9.7% over 1 year, 81.0% over 3 years and 39.3% over 5 years give a mixed backdrop for valuation...

PDD Holdings (PDD) has drawn fresh attention after a recent share price move that coincides with investor positioning ahead of its anticipated quarterly earnings, where the market is watching for strong year over year growth. See our latest analysis for PDD Holdings. Recent trading has been choppy, with a 2.16% one day share price gain to US$104.86 and a 4.12% 7 day share price return contrasting with a 9.41% year to date share price decline. The 3 year total shareholder return of 13.08% sits...

On March 3, 2026, Hesai Group shareholders approved replacing the company’s existing memorandum and articles of association with a third amended and restated version outlined in a January 26, 2026 circular. This comprehensive refresh of Hesai’s core governance documents may signal shifts in decision-making authority, shareholder rights, and flexibility for future corporate actions. Next, we will examine how this overhaul of Hesai’s memorandum and articles of association shapes the existing...

Interactive Brokers Group (IBKR) has drawn fresh attention after outperforming the broader market, with investors now watching upcoming earnings expectations and a recent Swedish ISK product rollout that expands access to global derivatives and portfolio lending. See our latest analysis for Interactive Brokers Group. At a share price of US$68.50, Interactive Brokers has seen short term pressure, with a 30 day share price return of 8.16% and a 7 day share price return of a 1.30% decline...

Keysight Technologies (KEYS) has put its AI data center testing story front and center by unveiling the AresONE 1600GE 1.6T Ethernet AI workload emulation platform, while also preparing related high speed infrastructure demos for OFC 2026. See our latest analysis for Keysight Technologies. Keysight’s latest AI data center test launches come after a sharp rebound in the shares, with a 30 day share price return of 23.64% and a 90 day share price return of 34.19%. The 1 year total shareholder...

Legend Biotech (LEGN) has wrapped up FY 2025 with fourth quarter revenue of US$306.3 million and a basic EPS loss of US$0.17, alongside net income excluding extra items showing a loss of US$30.9 million. Trailing twelve month revenue reached about US$1.0 billion and EPS on this basis was a loss of US$1.61. The company has seen quarterly revenue move from US$186.5 million in Q4 2024 to US$306.3 million in Q4 2025, with quarterly basic EPS shifting from a profit of US$0.14 to a loss of US$0.17...

If you are wondering whether ATI's current share price still represents good value, you are not alone. The stock has drawn a lot of attention from investors asking exactly that question. ATI shares last closed at US$158.97, with returns of 1.3% over 7 days, 19.0% over 30 days, 33.4% year to date and 206.4% over the past year. Over 5 years, the return is very large at around 7x the starting point. Recent headlines around ATI have focused on its role in the broader capital goods space and how...

If you are wondering whether Willis Towers Watson is attractively priced right now, it helps to look past the headline share price and focus on what the underlying numbers say about value. The stock closed at US$289.26, with returns of a 4.6% decline over the last 7 days, a 12.4% decline over 30 days, an 11.3% decline year to date, a 10.4% decline over 1 year, but gains of 32.1% over 3 years and 39.1% over 5 years. Recent coverage has focused on Willis Towers Watson as a major global broker...

If you are wondering whether Jabil’s current share price lines up with its underlying worth, this article will walk through what the numbers actually say about value. The stock recently closed at US$251.15, with returns of 4.5% year to date and 89.9% over 1 year, while the last 7 and 30 days have seen declines of 1.2% and 2.7% respectively. These moves sit against a backdrop of ongoing interest in Jabil as a major NYSE listed technology manufacturer and regular coverage in broader market...

StepStone Group (NasdaqGS:STEP) has promoted a new class of 11 partners alongside expanded senior and managing director roles. The firm also acted as a lead investor in Glade Brook's oversubscribed Gondola Fund, part of a US$1b capital raise. These developments reflect internal leadership expansion and active participation in private market fundraising activity. StepStone Group focuses on private markets, connecting institutional and other investors to private equity, private credit and...

Ford Motor (NYSE:F) is committing US$5b to develop a new "Universal EV Platform" for future electric models. The company plans to use this platform to launch an affordable electric pickup aimed at cost sensitive buyers. This shift in EV focus follows earlier challenges in Ford's electric program and reflects an emphasis on cost and production efficiency. For you as an investor, this move sits at the intersection of Ford's core truck and commercial vehicle business and the fast evolving EV...

In early March 2026, Coherent Corp. announced a series of new products in optics and thermal management for AI and high-capacity networks, alongside a multiyear agreement under which NVIDIA committed to purchase advanced optical products and invested US$2.00 billion via a private placement at US$256.80 per share. These moves, together with Coherent’s upcoming addition to the S&P 500 index, highlight its role as a key supplier of optical and cooling technologies underpinning AI data centers...

Micron Technology and Applied Materials have formed a new partnership to accelerate research and development for next generation AI memory solutions in the U.S. The collaboration will be centered at Micron's new $5b Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley. The partners plan to focus on advancing DRAM, HBM, and NAND technologies and shortening commercialization cycles for AI focused memory products. Micron Technology (NasdaqGS: MU) enters this...

Broadcom (NasdaqGS:AVGO) has introduced new AI thermal management solutions through a collaboration with JetCool and Flex to support liquid cooling for next generation AI ASICs. The company has also released the Taurus BCM83640, a 3nm 400G per lane optical DSP designed for 1.6T pluggable modules in hyperscale data center interconnects. These launches target key bottlenecks in AI data centers, including thermal constraints in multi kilowatt AI servers and bandwidth limits in optical...

Genpact overview and recent performance snapshot Genpact (G) has been on some investors’ radar after recent share price softness, with the stock around $38.92 and negative returns over the past month, past 3 months, year to date, and past year. See our latest analysis for Genpact. At a share price of $38.92, Genpact’s recent 1 day share price return of a 4.75% decline and 90 day share price return of a 16.05% decline point to fading momentum, which aligns with its 1 year total shareholder...

AbbVie (NYSE:ABBV) reported positive Phase 1 data for ABBV-295, a long-acting amylin analog for obesity treatment. The early trial showed clinically meaningful, dose dependent weight loss with a favorable safety profile. The results support continued clinical development and mark AbbVie's entry into the obesity drug space. AbbVie, trading at around $227.01, is adding obesity to its areas of focus alongside its existing immunology and oncology franchises. Over the past 5 years, NYSE:ABBV has...

ASGN (NYSE:ASGN) has closed its acquisition of digital engineering firm Quinnox, expanding its global delivery footprint. The company is integrating Quinnox to strengthen offshore capabilities and support AI focused services. ASGN is realigning senior leadership, including hires from large technology and consulting firms, to oversee the combined digital engineering operations. The business is preparing to rebrand under the Everforth name, signaling a broader repositioning of its technology...

In February 2026, Invesco Ltd. expanded its product lineup by launching four new fixed income ETFs and the Invesco Core Plus Real Estate Trust, a daily valued collective investment trust giving defined contribution retirement plans access to private real estate alongside liquid U.S. REIT exposure. This push into income-focused ETFs and private real estate for DC plans underscores Invesco’s effort to broaden fee sources while supporting professionally managed retirement solutions that many...

If you are wondering whether QuantumScape's current share price reflects its true potential, this article will walk you through what that might mean for you as an investor. The stock recently closed at US$6.82, with a 4.3% gain over the past week, a 19.5% decline over the last 30 days, a 38.3% decline year to date, and a 60.8% return over the past year that contrasts with a 3.3% decline over three years and an 88.0% decline over five years. Recent attention around QuantumScape has continued...

National Vision Holdings reported past fourth-quarter revenue of US$503.41 million and full-year revenue of US$1.99 billion, turning prior-year net losses into net income and issuing revenue guidance of US$2.03 billion to US$2.09 billion for the 52 weeks ending January 2, 2027. The company coupled this earnings improvement with plans to open 30–35 new stores and a new US$50 million share repurchase program running through late 2030, signaling a focus on both growth and returning capital to...

Elastic N.V. recently reported third-quarter fiscal 2026 results showing revenue of US$449.88 million and net income of US$7.75 million, alongside raising its revenue outlook for the fourth quarter and full year, while also attracting active engagement from new shareholder Pictet Asset Management SA. This combination of a move to quarterly profitability, upgraded revenue guidance, and supportive institutional involvement points to improving fundamentals and growing confidence in Elastic’s...

Critical Metals (CRML) is back in focus after its Board approved a $30 million acceleration program for the Tanbreez heavy rare earth project in Greenland, aiming to fast-track drilling, infrastructure and technical work. See our latest analysis for Critical Metals. The Board’s approval of the $30 million acceleration program comes as Critical Metals’ share price trades at US$10.09, with a 1 day share price return of 12.86% and a year to date share price return of 24.26%. The 1 year total...