U.S. Semiconductors Stock News

Preferred dividend event and what it means for Wells Fargo stock Wells Fargo (WFC) has just declared quarterly dividends on six series of preferred stock, a capital allocation move that sits alongside its recent funding programs and mixed shelf registration. For you as a common shareholder, these preferred dividends do not change the common dividend directly, but they do shape how Wells Fargo structures its overall capital stack and ongoing funding costs. See our latest analysis for Wells...

Sector jitters hit Moody's ahead of earnings Moody's (MCO) shares dropped 5% after S&P Global issued disappointing guidance and missed 2026 estimates, prompting investors to reassess financial data providers just as Moody's prepares to report quarterly earnings. See our latest analysis for Moody's. At a share price of $426.44, Moody's has seen a 1 month share price return decline of 20.87% and a 1 year total shareholder return decline of 17.82%. However, the 3 and 5 year total shareholder...

Vertex Pharmaceuticals (NasdaqGS:VRTX) has entered into an agreement with WuXi Biologics to develop a trispecific T-cell engager for B-cell mediated autoimmune diseases. The deal gives Vertex exclusive rights to develop and commercialize this preclinical therapy, expanding its pipeline beyond cystic fibrosis and gene therapies. Vertex, trading at $491.47, has seen its share price move by 2.8% over the past week and 11.4% over the past month, with a 3-year return of 67.4% and a 5-year return...

EnerSys recently reported its third-quarter and nine-month fiscal 2026 results, showing higher revenue but lower net income year over year, while also declaring a US$0.2625 per-share quarterly dividend payable on March 27, 2026, to shareholders of record on March 13, 2026. Alongside new fourth-quarter net sales guidance of US$960 million to US$1.00 billion and completion of a buyback tranche covering 1.91% of its shares for US$90.12 million, EnerSys is signaling how it currently balances...

Plains GP Holdings (PAGP) has drawn investor attention recently after a steady run in its unit price, with the stock closing at $21.59 as of the latest trading session. See our latest analysis for Plains GP Holdings. Beyond the latest close at $21.59, Plains GP Holdings has shown building momentum, with recent 1 week, 1 month and 3 month share price returns of 4.25%, 5.06% and 21.57% respectively, alongside a 5 year total shareholder return of 265.75%. If this midstream move has your...

In early February 2026, Twist Bioscience Corporation launched the Twist TrueAmp Library Preparation Kit and the Twist PCR-Free WGS Library Preparation Kit, designed to improve next-generation sequencing workflows for low-input and challenging samples in clinical research. By combining in-house engineered enzymes with PCR-free whole-genome sequencing options, Twist is aiming to improve data quality and scalability for researchers across applications like rare disease and cancer. We will now...

In the fourth quarter of 2025, Intuitive Surgical completed a long-running share repurchase program totaling 27.14 million shares for US$7.95 billion while also reporting earnings and revenue above expectations, powered by strong growth in da Vinci procedures and broader adoption of its latest surgical platforms. At the same time, management issued upbeat guidance for continued double-digit procedure growth in 2026, even as insider selling, heavier investment in research and international...

FactSet Research Systems (FDS) has drawn fresh attention after a quarterly update that exceeded earnings expectations, along with new AI driven products and a Kepler Cheuvreux research partnership that deepen its data and workflow offering. See our latest analysis for FactSet Research Systems. Despite the upbeat earnings and new AI focused products, the 30 day share price return of 28.69% and year to date share price return of 27.77% decline show momentum has been weak. The 1 year total...

Earlier this month, JetBlue and United Airlines announced the next phase of their Blue Sky collaboration, allowing customers to book eligible itineraries on either carrier directly through JetBlue.com, United.com, and their mobile apps using cash, points, or miles, with further integrated itinerary and loyalty benefits planned over time. This deeper integration effectively extends JetBlue’s network reach and loyalty appeal without adding aircraft, while also positioning its vacations and...

CF Industries Holdings (NYSE:CF) is scheduled to present at the BofA 2026 Global Agriculture and Materials Conference. The company plans to highlight its progress on decarbonizing ammonia production and broader sustainability efforts. The conference appearance brings CF Industries' low carbon ammonia and clean energy positioning into focus for investors and industry peers. CF Industries Holdings, a major producer of ammonia and nitrogen products, is putting its sustainability message front...

Axalta Coating Systems (NYSE:AXTA) has agreed to an all stock merger of equals with AkzoNobel to form a combined global coatings company. The merger is described as aiming to create a premier player in the coatings sector with a broader geographic footprint and product portfolio. Management is projecting significant operational synergies and new growth opportunities from the combined business. The deal follows record earnings for 2025 for Axalta and comes after a period of resilience in...

Nuance Investments has sharply increased its position in Lindsay (NYSE:LNN) after previously reducing its holdings for eight consecutive quarters. The firm added 133,190 shares, which signals a clear shift in institutional stance toward the company. The move comes with Lindsay shares recently closing at $134.96. Lindsay, traded under NYSE:LNN, has seen mixed share performance in recent years, with the stock up 11.4% year to date and 8.5% over the past month, but showing weaker returns over...

If you are wondering whether BrightView Holdings at around US$13.67 is starting to look like good value, you are not alone. This article is here to break that question down clearly. The stock has returned 0.9% over the last 7 days, 3.5% over 30 days and 8.5% year to date, while the 1 year return is a 6.8% decline and the 3 year return stands at 108.7% compared with a 13.8% decline over 5 years. Recent interest in BrightView has been shaped by ongoing attention on outsourced commercial...

Healthcare Realty Trust (HR) just wrapped up a broad reset of its portfolio and financing, including $1.2 billion in property sales, new 2026 guidance, a reaffirmed dividend, and a fresh commercial paper program. See our latest analysis for Healthcare Realty Trust. HR’s recent reset seems to be resonating with investors, with a 1 day share price return of 2.69%, a 7 day share price return of 6.15%, and a 1 year total shareholder return of 16.41%, against a more mixed 5 year total shareholder...

If you are wondering whether Upbound Group’s current share price still offers value, this article will walk through the numbers in a clear, practical way. The stock last closed at US$20.31, with a 17.1% gain year to date, following a 26.0% decline over the past year and a 50.2% decline over five years. Recent headlines around Upbound Group have focused on its position in the US retail space and how its business model fits within broader consumer spending trends. This backdrop helps explain...

Johnson & Johnson (JNJ) is back in the legal spotlight after a Pennsylvania jury found the company responsible for talc baby powder contributing to a woman’s ovarian cancer, awarding US$250,000 in compensatory and punitive damages. See our latest analysis for Johnson & Johnson. The latest legal setback comes in a year where the share price has logged a 30 day share price return of 11.34% and a 90 day share price return of 21.98%, while the 1 year total shareholder return of 60.68% suggests...

If you are wondering whether Ultragenyx Pharmaceutical at around US$20.52 is starting to look mispriced, you are not alone. This article will walk through what that number might really mean for valuation. The stock has seen sharp moves recently, with a 16.9% decline over the last 7 days, an 8.8% decline over 30 days, a 13.1% decline year to date, and a 51.7% decline over the past year, on top of a 57.9% decline over 3 years and an 86.1% decline over 5 years. Recent news coverage around...

Aon plc recently appointed Joe Peiser as CEO of Risk Capital, tasking him with overseeing risk capital capabilities across its Commercial Risk and Reinsurance Solutions units while the firm searches for a new Commercial Risk chief. This move highlights Aon’s push to more tightly connect its analytics, market access and advisory expertise so clients can match risks with the most efficient forms of capital. We’ll examine how Peiser’s expanded risk capital mandate may influence Aon’s investment...

If you are wondering whether Great Lakes Dredge & Dock is still reasonably priced after its run, this article will walk through what the current share price might be implying about value. The stock last closed at US$16.89, with returns of 8.4% over 7 days, 13.0% over 30 days, 27.4% year to date, 53.5% over 1 year and 166.8% over 3 years. These changes can influence how the market views its potential and risk. Recent coverage has focused on Great Lakes Dredge & Dock as a specialist in capital...

Rambus Inc. recently reported fourth-quarter 2025 revenue of US$190.24 million and full-year revenue of US$707.63 million, while also disclosing a one-time supply chain disruption expected to affect first-quarter 2026 product revenue and announcing the resignation of its CFO effective February 27, 2026. Investor attention has intensified as this operational hiccup, combined with a leadership transition and a new board appointment of veteran semiconductor executive Victor Peng, coincides with...

CBRE Group (NYSE:CBRE) is sharpening its focus on AI driven solutions and technical services as commercial real estate faces rising worries about technology disruption. The company is investing in its Nexus AI platform and expanding technical maintenance capabilities through acquisitions such as Pearce Services. This shift includes a stronger emphasis on data centers and digital infrastructure as part of a broader business restructuring. CBRE shares, last closing at $142.31, have seen a...

Recent performance snapshot Alaska Air Group (ALK) has drawn attention after a period of mixed share performance, with a 0.8% decline over the past day, a 7.0% drop over the past week, and a 10.5% gain over the past month. Over the past 3 months the stock shows a 41.3% return, while the 1 year total return stands at a 27.0% decline. Year to date, shares are up 7.3%, and the 3 year total return is 12.6%. See our latest analysis for Alaska Air Group. At a share price of US$55.27, Alaska Air...

Texas Pacific Land Corporation announced in late 2025 that it will invest US$50 million and grant water rights in a partnership with Bolt Data & Energy to build large-scale data center campuses on its West Texas acreage. This move extends TPL’s business beyond oil and gas royalties toward AI-linked digital infrastructure, while continued share accumulation by major holder Horizon Kinetics suggests strong internal confidence in this new direction. We’ll now examine how TPL’s push into...

Why Corpay is on investors’ radar Corpay (CPAY) has drawn fresh attention after its rebrand from FLEETCOR Technologies in March 2024, putting a spotlight on how the payments business and its stock performance line up today. See our latest analysis for Corpay. At a share price of $337.12, Corpay has seen a 4.92% 1 day share price return and a 22.96% 90 day share price return, while its 1 year total shareholder return of a 10.65% decline contrasts with a 57.84% gain over three years. This...