U.S. Semiconductors Stock News

Genuine Parts (GPC) has wrapped up FY 2025 with Q4 revenue of US$6.0b and a basic EPS loss of US$4.39, as net income excluding extra items came in at a loss of US$609.5m. Across the last six reported quarters, the company has seen quarterly revenue move from US$5.8b in Q4 2024 to US$6.3b in Q3 2025 and then US$6.0b in Q4 2025, while basic EPS has ranged from US$0.96 in Q4 2024 to US$1.83 in Q2 2025 before the most recent loss. For investors, the focus this season is on how these revenue...

Altria Group has pulled its NJOY Ace e vapor device from U.S. stores due to regulatory issues. The decision affects Altria's push into smoke free products and its presence in the nicotine alternatives market. Investors are assessing what this means for NYSE:MO and the role of reduced risk products in the company's plans. For investors watching NYSE:MO, this move comes at a time when the stock is trading around $66.54 with a reported 1 year return of 35.2% and a 5 year return of 121.8%...

Huron Consulting Group (HURN) has rolled out a wide wave of executive promotions across healthcare, digital, financial advisory, education, and research, spotlighting its focus on senior talent and specialised capabilities in key client segments. See our latest analysis for Huron Consulting Group. At a share price of US$130.21, Huron’s 1 month share price return of 29.03% decline and year to date share price return of 23.88% decline contrast with a 5 year total shareholder return of 122.39%...

Armada Hoffler Properties (AHH) has just posted its FY 2025 numbers with third quarter revenue of US$96.1 million, a basic EPS loss of US$0.04, and funds from operations of US$20.2 million, giving investors a fresh read on both top line scale and REIT specific cash generation. Across recent quarters, revenue has moved from US$184.7 million in Q2 2024 to US$142.8 million in Q4 2024 and then to US$112.7 million, US$100.9 million, and US$96.1 million in Q1, Q2, and Q3 2025 respectively, while...

PTC Therapeutics, Inc. (NasdaqGS:PTCT) has withdrawn its planned resubmission of the New Drug Application for Translarna following feedback from the US Food and Drug Administration. The decision affects Translarna's potential US path for treating patients with Duchenne muscular dystrophy caused by nonsense mutations. The update centers on regulatory communication, not on new clinical data releases. PTC Therapeutics focuses on therapies for rare diseases, so each regulatory decision can...

Granite Construction recently reported its fourth-quarter and full-year 2025 results, showing higher sales and earnings from continuing operations, while also announcing a new US$19.00 million preconstruction services agreement for Nevada’s I-80 East Widening Project and affirming a quarterly dividend of US$0.13 per share. The combination of record US$7.00 billion backlog, expanding vertically integrated materials operations through acquisitions, and the I-80 Progressive Design-Build award...

Recent scrutiny of Quantum Computing (QUBT) has centered on its very small reported revenues, heavy cash use, and reliance on fresh equity issuances, as well as insider share sales that have raised questions about management confidence and shareholder dilution. See our latest analysis for Quantum Computing. Those concerns have been playing out in the share price, with a 30 day share price return of a 36.61% decline and a 90 day share price return of a 30.36% decline. Even though the 3 year...

Corvus Pharmaceuticals (CRVS) has drawn attention after a sharp move in its share price, with the stock showing very large gains over the past month and the past 3 months. See our latest analysis for Corvus Pharmaceuticals. The latest share price of $17.38 comes after a steep recent run, with a 30 day share price return of 115.90% and a 90 day share price return of 95.28%. This has contributed to a year to date share price return of 137.43% and a 1 year total shareholder return of 264.36%,...

RenaissanceRe Holdings (NYSE:RNR) announced its 31st consecutive annual increase to its quarterly dividend. The company also renewed and expanded its share repurchase program, authorizing additional buybacks. Management reported that a meaningful portion of the authorization has already been used for recent share repurchases. RenaissanceRe Holdings is a global provider of reinsurance and insurance solutions, so its capital decisions tend to attract close attention from income and total...

The Trade Desk and THG Ingenuity have agreed a partnership that puts THG's premium beauty commerce data into The Trade Desk's Kokai platform. Advertisers and agencies can now target beauty shoppers across digital channels using THG's audience segments and measure campaigns against actual sales. The collaboration focuses on closed loop attribution, more precise audience building, and omnichannel reach for beauty and personal care brands. For investors looking at The Trade Desk, ticker...

Grupo Aeroméxico de (NYSE:AERO) closed out FY 2025 with Q4 revenue of US$1.4b and basic EPS of US$1.21, alongside net income of US$165.1m, setting a clear marker for how the year finished. Over the past year, the company has seen trailing twelve month revenue hold around US$5.4b with basic EPS at US$2.58, compared with US$5.6b of revenue and EPS of US$4.62 a year earlier. This gives investors a clean read on how the top line and EPS trend into the latest print. With a trailing net margin of...

If you are wondering whether Hecla Mining's recent share price puts it in bargain or fully priced territory, you are not alone. This article will walk through what the numbers actually say about its value. The stock has seen a 7.6% decline over the last week and a 20.0% decline over the last 30 days, yet it is still up 12.6% year to date and 282.9% over the last year, which can leave investors questioning what is already priced in. These swings have been accompanied by ongoing interest in...

Recent events around Kimberly-Clark (KMB) have drawn fresh attention, with two research firms reiterating positive views and company director Todd Maclin purchasing 10,000 shares, a transaction many investors watch for potential insider conviction. See our latest analysis for Kimberly-Clark. The recent analyst reaffirmations and insider purchase come after a mixed period for investors, with a 30 day share price return of 8.26% and year to date share price return of 6.04% contrasting with a 1...

If you are wondering whether PulteGroup at around US$141.58 is still good value after a strong run, this article walks through what the current price might be implying. The stock has recently recorded returns of 3.1% over 7 days, 8.7% over 30 days, 18.9% year to date, 35.1% over 1 year and 174.8% over 3 years. This naturally raises questions about both growth potential and changes in perceived risk. Recent coverage of US homebuilders has focused on how demand, supply constraints and...

Brookfield Infrastructure Partners (NYSE:BIP) has drawn fresh attention after recent trading, with the units closing at $38.69. For investors, that price sits against a backdrop of varied short and longer term returns. See our latest analysis for Brookfield Infrastructure Partners. Recent trading has been a little softer in the very near term, but a 10.1% 1 month share price return and 12.8% year to date share price return sit alongside a 21.8% 1 year total shareholder return. This suggests...

Delta Air Lines recently confirmed a major order for 31 Airbus wide-body jets, converting 10 options into firm purchases and adding options for 20 more aircraft as part of its effort to modernize its international fleet and replace older long-haul planes. This fleet refresh focuses on newer, more fuel-efficient aircraft aimed at serving resilient premium international demand from corporate and high-income travelers, underscoring how Delta is prioritizing higher-value segments of the...

If you are wondering whether Simpson Manufacturing at around US$206 a share still offers value or is looking expensive, you are not alone. The stock has recently posted returns of 0.1% over 7 days, 9.5% over 30 days, 25.1% year to date and 17.5% over 1 year, with longer term figures of 96.2% over 3 years and 117.6% over 5 years that can influence how investors think about upside and risk. Recent coverage has focused on Simpson Manufacturing as a long established construction products...

Medtronic (MDT) has reported Q3 2026 results with total revenue of US$9.0b, basic EPS of US$0.89 and net income excluding extra items of US$1,143m, with trailing twelve month EPS at US$3.60 on revenue of US$35.5b. The company has seen quarterly revenue move from US$8.3b in Q3 2025 to US$9.0b in Q3 2026, while basic EPS over that span has ranged between US$0.81 and US$1.07. This sets the backdrop for earnings growth of 8.3% over the last year and a modestly higher net margin of 13%. Taken...

A director at J.B. Hunt Transport Services recently sold company shares, extending a pattern of insider selling over the past year. The transactions add fresh attention to insider activity at NasdaqGS:JBHT as the stock trades at $223.51. Investors are watching these moves closely as they weigh management sentiment against recent share price performance. For context, NasdaqGS:JBHT shares last closed at $223.51, with the stock up 9.4% over the past 30 days and 13.6% year to date. Over the...

Walmart has become the first traditional retailer to surpass a $1 trillion market capitalization. The company highlights its shift toward a technology enabled commerce platform using AI, automation, and e commerce. Walmart is rolling out next generation Supercenters, including a new modern store in Jacksonville, Florida. For investors watching NasdaqGS:WMT, this milestone sits alongside a current share price of $128.85 and multi year returns that some may view as strong, with the stock up...

Vulcan Materials (VMC) has wrapped up FY 2025 with fourth quarter revenue of US$1,912.6 million and basic EPS of US$1.92, while trailing twelve month revenue came in at US$7.9 billion with EPS of US$8.19. Over the past few quarters, the company has seen revenue move from US$1,853.7 million and EPS of US$2.24 in Q4 2024 to US$1,912.6 million and EPS of US$1.92 in Q4 2025. Over the same period, trailing twelve month EPS rose from US$6.95 to US$8.19 as revenue edged from US$7.4 billion to US$7.9...

In February 2026, Huntington Bancshares announced it will outsource its approximately US$28.00 billion wealth management business to Ameriprise, while recent disclosures show no shares were repurchased under its 2025 buyback authorization and the bank issued 2027 guidance of about US$12.60 billion in revenue with earnings per share of US$1.90–US$1.93. This reshaping of Huntington’s wealth offering and board, through the addition of former Cadence Bank directors, marks a meaningful shift in...

PLP and FulcrumAir recently announced an expanded multi-year partnership to co-develop next-generation robotic systems for overhead power line construction, aiming to boost efficiency, safety, and reliability for utilities worldwide. By deepening a collaboration that has already produced the LineSpider and LineFly robotic platforms, the companies are positioning themselves as early movers in automating critical grid infrastructure work. Next, we will examine how this push into advanced...

On 5 February 2026, Affirm announced it had expanded its partnership with Wayfair to offer transparent, split-payment options to shoppers in the UK and Canada, following an earlier rollout across US online and in-store checkouts. This move extends Wayfair’s flexible checkout experience into new international markets, potentially supporting higher conversion on big-ticket home purchases where upfront costs can be a hurdle. We’ll now examine how extending Affirm-powered split payments into the...