U.S. Semiconductors Stock News

In recent days, the FDA placed a partial clinical hold on Erasca’s Phase 1 BOREALIS-1 trial of its pan-KRAS inhibitor ERAS-4001 after adverse events were observed, pausing parts of a key early-stage cancer study. This setback comes alongside Erasca securing a long-dated U.S. patent for its pan-RAS molecular glue ERAS-0015, underscoring a contrasting mix of safety uncertainty and potential longer-term competitive protection. We’ll now examine how the FDA’s partial clinical hold on ERAS-4001...

CSX (CSX) has moved to cut costs by eliminating 166 management roles, about 5% of that workforce, and furloughing 193 conductors. This represents a material shift that follows activist investor pressure and softer shipment volumes. See our latest analysis for CSX. Those cost-cut moves sit alongside other recent headlines, from infrastructure upgrades at Willard Yard and progress on the Howard Street Tunnel project to safety scrutiny following a derailment and the end of long running programs...

Recent analyst upgrades and upbeat coverage of Sotera Health (SHC), combined with attention around its upcoming J.P. Morgan Healthcare Conference presentation, have pushed the stock into focus for investors monitoring potential business updates. See our latest analysis for Sotera Health. At a share price of $19.20, Sotera Health has seen a 22.53% 90 day share price return and a 46.45% 1 year total shareholder return. This suggests that momentum has been building as recent analyst upgrades and...

In early January 2026, Freshworks Inc. announced that Kady Srinivasan, a veteran marketing leader with over 15 years’ experience at high-growth SaaS and AI companies, has joined as Chief Marketing Officer to lead its global marketing strategy under Chief Integrated Customer Growth Officer Mika Yamamoto. Srinivasan’s background in scaling marketing efficiency and driving growth at firms such as You.com, Lightspeed Commerce, Klaviyo, and Owlet signals Freshworks’ intent to strengthen execution...

Asana (ASAN) has come under pressure as investors rotate out of technology names after a recent rally, while RBC Capital’s negative rating and lower target have added another headwind to sentiment around the stock. See our latest analysis for Asana. Those headwinds come on top of a softer share price trend, with a 30 day share price return of 9.69% and a 1 year total shareholder return decline of 32.61%, suggesting momentum has been fading despite broader enthusiasm for AI exposed names. If...

Recent Performance Snapshot With no single headline event driving attention, Warby Parker (WRBY) has still drawn interest as investors review its recent share performance and fundamentals to understand how the eyeglass retailer is currently positioned. The stock shows a past week return of 25.1%, a month return of 3.3%, and a past 3 months return of 27.4%, while its 1 year total return stands at 11.8% and 3 year total return at about 6.9x. See our latest analysis for Warby Parker. Warby...

Dividend and 2025 milestones set the backdrop Global Net Lease (GNL) recently declared a first quarter 2026 dividend of $0.190 per share, shortly after reporting completion of its 2025 objectives, including a $3.3b asset sale program and more than $2.7b of debt reduction. See our latest analysis for Global Net Lease. Those balance sheet moves and the new dividend decision sit alongside stronger recent trading, with an 8.09% 1 month share price return, an 18.07% 3 month share price return and...

Why a Hold Rating on Constellium (CSTM) Is Getting Attention Deutsche Bank’s decision to shift Constellium (CSTM) to a hold rating, while also revising its view on the stock’s potential, has put the aluminum producer back on many investors’ watchlists. See our latest analysis for Constellium. The stock’s recent moves have caught traders’ attention, with a 13.57% 1 month share price return, a 38.10% 3 month share price return, and a 101.35% 1 year total shareholder return. This suggests...

Safehold’s recent performance snapshot Safehold (SAFE) has drawn fresh attention after a mixed return profile, with a 9.1% move over the past week and a small decline over the past 3 months. This has prompted investors to reassess its real estate income story. See our latest analysis for Safehold. At a share price of $14.87, Safehold’s recent 7 day share price return of 9.1% and year to date gain of 9.1% sit against a 1 year total shareholder return decline of 2.06%, suggesting short term...

Why V2X’s board expansion matters for shareholders V2X (VVX) expanded its Board of Directors from 7 to 10 seats, adding three directors with senior experience at Wabtec, Leidos, Lockheed Martin, and L3Harris. This represents a governance shift many investors watch closely. See our latest analysis for V2X. The board expansion lands at a time when V2X’s share price has been firm, with a 7 day share price return of 13.0% and a 1 year total shareholder return of 34.23%. That pattern suggests...

In the past week, investors rotated into defensive industrial names after President Trump called for higher government spending, particularly on defense-related industries, while Ingersoll Rand also completed its acquisition of lab automation specialist Scinomix, Inc. for its Precision and Science Technologies segment. This combination of sector-wide repositioning and an expanded life sciences offering highlights how broader policy signals and targeted portfolio additions can both influence...

Kodiak Sciences (KOD) has drawn fresh attention after recent trading, with the share price at $27.72 and short term returns showing sharp moves over the past month and the past 3 months. See our latest analysis for Kodiak Sciences. That recent burst of interest sits on top of a powerful trend, with a 90 day share price return of 138.97% and a 1 year total shareholder return of 233.17%, signaling strong momentum despite a weak 5 year total shareholder return. If Kodiak’s run has you thinking...

In early January 2026, Murphy Oil Corporation priced a US$500,000,000 offering of 6.500% senior unsecured notes due 2034 and amended its credit facility, extending its maturity to 2031 and expanding total commitments to US$2.00 billion, while also reporting successful appraisal results at the Hai Su Vang oil discovery offshore Vietnam and announcing the King Creole oil discovery in the Gulf of Mexico. Together, these financing moves and large offshore discoveries point to a materially larger...

In recent months, Hub Group has attracted more optimistic analyst coverage, including rating upgrades, even as it contends with softening sales volumes, a 28% earnings per share drop over two years, and a sharply lower return on invested capital. This contrast between improving analyst sentiment and weaker operating metrics highlights growing attention on Hub Group’s efforts to expand brokerage, last-mile, and dedicated services through tuck-in acquisitions. We’ll now examine how this shift...

Morgan Stanley’s downgrade of Arcus Biosciences (RCUS) following the discontinuation of a key Phase 3 trial has put the stock under closer scrutiny, just as the company outlines fresh 2026 pipeline priorities and data milestones. See our latest analysis for Arcus Biosciences. The latest pullback, with a 7 day share price return of negative 9.8% and 30 day share price return of negative 16.4%, follows the Phase 3 setback and Morgan Stanley downgrade. At the same time, the 90 day share price...

If you are wondering whether American Tower is still a solid home for your capital at today's price, this article focuses squarely on what you are paying versus what you might be getting. The stock recently closed at US$168.51, with returns of a 3.6% decline over 7 days and a 6.7% decline over 30 days, while the 1-year return sits around 0.6% and longer 3 and 5 year periods show declines of 19.9% and 11.3% respectively. Recent coverage of American Tower has centered on its role as a key real...

If you are wondering whether Datadog's current share price lines up with its underlying worth, you are not alone. This article focuses squarely on what the numbers suggest about value. Datadog recently closed at US$125.49, with a 7 day return of a 6.2% decline, a 30 day return of a 14.0% decline, and a year to date return of a 6.2% decline, while the 1 year return sits at a 10.6% decline. The 3 year and 5 year returns are 78.1% and 25.7% respectively. Recent coverage of Datadog has...

Ziff Davis (ZD) has drawn fresh attention after raising its full year guidance, supported by a fifth consecutive quarter of revenue growth and strong free cash flow, along with a 7.2% post-earnings share price move. See our latest analysis for Ziff Davis. That post earnings move sits against a mixed backdrop, with a 7 day share price return of 6.44% and year to date share price return of 6.44%, while the 1 year total shareholder return of 29.87% decline and 3 year total shareholder return of...

Alkami Technology, Inc. recently launched its One-Click SDK Manager for its digital banking platform, giving developers self-service control over staging and production deployments while consolidating validations, dependency checks, scheduling, and rollout tracking into a single workflow. By shifting deployment ownership to developers and surfacing issues like dependency drift early, the new SDK Manager could meaningfully enhance customer efficiency and strengthen Alkami’s position with...

Recently, commentators including Jim Cramer and Carillon Tower Advisers highlighted Rambus’s strong technology for AI data centers and its relatively modest valuation, pointing to its transition from a licensing‑centric business toward a broader product company serving hyperscale customers. An interesting angle is how this shift toward full-fledged semiconductor products for AI infrastructure could further entrench Rambus within hyperscalers’ long-term capital spending plans. Next, we’ll...

If you are wondering whether Hercules Capital is offering good value at its recent price of US$18.59, you are not alone. This article focuses on exactly that question. The stock has recently recorded a 1.4% decline over the last 7 days and 30 days, while the 1 year return sits at 4.1% and the 3 and 5 year returns are 88.7% and 114.9% respectively. This naturally raises questions about what is already priced in. Recent market attention around Hercules Capital has focused on its position in...

In recent days, LyondellBasell Industries has come under closer scrutiny as BofA Securities reaffirmed a Hold rating and Vertical Research downgraded the stock, both citing updated expectations for the company’s performance. These analyst reassessments matter because they reflect changing views on LyondellBasell’s ability to execute its recycling and portfolio-shift plans in a challenging chemicals market. We’ll now examine how this reassessment from research analysts may influence...

Cboe Global Markets (CBOE) has drawn fresh attention after reporting record 2025 derivatives activity and rolling out new futures and options products, while also planning longer trading hours for key index contracts. See our latest analysis for Cboe Global Markets. The recent records in options and derivatives volumes, new product launches and extended trading hours sit alongside a steady build in momentum. The company has a 7 day share price return of 5.18%, a year to date share price...

PPG Industries (PPG) is drawing attention after moving to expand low emission resin production at its Tepexpan plant in Mexico, a capacity shift tied to supply chain resilience and sustainability focused demand. See our latest analysis for PPG Industries. Against this backdrop, PPG Industries’ share price has a 7 day return of 2.93% and a 90 day share price return of 8.65%. However, the 1 year total shareholder return of a 2.59% decline suggests longer term momentum has been softer even as...