U.S. Semiconductors Stock News

Altria Group (NYSE:MO) released its 2025 10-K, outlining the Optimize & Accelerate Initiative and a plan to reposition the business toward a smoke free future. The filing describes intentions to expand internationally, move into smoke free products, and enter non nicotine categories. Altria also set long term operational and financial targets tied to this transformation of its business model. Altria, long known for its U.S. cigarette portfolio, is now formally framing its future around...

In February 2026, Apple detailed at its 2025 annual shareholder meeting that investors rejected a “China Entanglement Audit” proposal while the company advances a major expansion of its Houston manufacturing campus to add Mac mini production, scale AI server assembly, and open an Advanced Manufacturing Center that will train U.S. workers in advanced techniques. This combination of a failed China-audit vote and a ramp-up of U.S.-based manufacturing highlights how Apple is reshaping its supply...

If you are wondering whether Perfect's current share price reflects its true worth, this breakdown will help you connect the recent market action to what the numbers actually say about value. Perfect's share price closed at US$1.38, with returns of a 5.5% decline over 7 days, a 17.4% decline over 30 days, a 20.2% decline year to date, a 27.7% decline over 1 year and 81.9% and 86.1% declines over 3 and 5 years. This performance sits against a backdrop of ongoing market attention on software...

Toro (TTC) is drawing fresh attention after delivering positive earnings surprises in four straight quarters, with recent upward earnings estimate revisions helping to frame how investors are reassessing the stock today. See our latest analysis for Toro. At a share price of US$99.01, Toro has recently seen strong momentum, with a 30 day share price return of 10.92% and a 90 day gain of 40.68%. The 1 year total shareholder return of 25.55% contrasts with a softer 3 year total shareholder...

Why Skyworks Solutions is on investors’ radar Skyworks Solutions (SWKS) has drawn attention after a period where the share price has been roughly flat over the past month but negative over the past 3 months and year. Those returns sit alongside reported revenue of US$4,053.8m and net income of US$394.3m, numbers that give you a sense of the company’s current scale in the analog and mixed signal semiconductor space. See our latest analysis for Skyworks Solutions. At a share price of US$59.82,...

Matador Resources (MTDR) has wrapped up FY 2025 with fourth quarter revenue of US$848 million and basic EPS of US$1.55, alongside net income excluding extra items of US$192.5 million. This gives investors a clear read on its latest run rate. Over the past year, total revenue on a trailing twelve month basis has moved from US$3.24 billion in Q4 2024 to US$3.70 billion in Q4 2025, while trailing basic EPS shifted from US$7.16 to US$6.10, framing the current quarter against a fuller year of...

MSCI (NYSE:MSCI) has launched an AI powered client connectivity platform and introduced IndexAI Insights, aimed at changing how clients work with its index and data tools. The company has entered a partnership with Allfunds to expand analytics and regulatory support for wealth managers. MSCI has also extended its ETF agreement with BlackRock, keeping a key index licensing relationship in place for the long term. MSCI sits at the crossroads of index creation, portfolio analytics, ESG data...

MGP Ingredients (MGPI) FY 2025 earnings snapshot MGP Ingredients (MGPI) has just wrapped up FY 2025 with fourth quarter revenue of US$138.3 million, Basic EPS of US$6.22 loss, and a net income loss excluding extra items of US$133.0 million. Over the past few quarters, the company has seen revenue move from US$161.5 million in Q3 FY 2024 to US$130.9 million in Q3 FY 2025 and EPS shift from US$1.07 in Q3 FY 2024 to US$0.71 in Q3 FY 2025, while trailing twelve month EPS moved from US$1.56 in Q4...

If you are wondering whether CRISPR Therapeutics at around US$55.20 a share looks like an opportunity or a stock to be cautious about, the key question is how its current price lines up with its underlying value. The stock has recent returns of 3.1% over 7 days, 1.0% over 30 days, 2.7% year to date, 24.3% over 1 year and 15.7% over 3 years, while the 5 year return sits at a 53.6% decline. This gives a mixed picture of how sentiment has shifted over different timeframes. Recent attention on...

Travelers Companies (NYSE:TRV) has launched an AI Claim Assistant that uses OpenAI technology to handle auto insurance claims. The company is pairing this rollout with a program to upskill and redeploy call center staff affected by the new tool. The move marks a shift toward more digital, customer-facing processes within Travelers' claims operations. For investors watching NYSE:TRV, this update comes with the stock at a share price of $304.76, alongside multi period returns of 2.1% over the...

Huntsman Corporation recently reported fourth-quarter and full-year 2025 results showing lower sales and a continued net loss, while its Board declared a US$0.0875 per share cash dividend payable on March 31, 2026, to shareholders of record on March 13, 2026. The combination of ongoing losses alongside the maintenance of a cash dividend raises questions about how Huntsman is balancing shareholder returns with its current earnings profile. We’ll now examine how Huntsman’s continued net loss...

Atmus Filtration Technologies (ATMU) is back in focus after reporting fourth quarter results that topped Wall Street expectations, supported by higher sales, increased net income, new 2026 revenue guidance and momentum in its multi pillar growth plan. See our latest analysis for Atmus Filtration Technologies. The earnings beat, new 2026 revenue guidance and progress on its multi pillar growth plan have come alongside strong momentum. The stock has a 30 day share price return of 12.84%, a 90...

Dividend increase puts QCR Holdings (QCRH) on income investors’ radar QCR Holdings (QCRH) has raised its quarterly cash dividend to $0.10 per share from $0.06, with the higher payout scheduled for April 3, 2026, to shareholders of record on March 19. The board links this higher dividend to the bank’s financial performance and capital management approach, which may interest investors comparing income potential with recent share returns and QCR Holdings’ current valuation profile. See our...

Analyst-triggered volatility puts focus on Pagaya’s fundamentals Recent analyst commentary on Pagaya Technologies (PGY) was sparked by a sharp investor selloff that several analysts viewed as disconnected from the company’s fundamentals. This has brought its AI driven lending platform back into focus for investors. See our latest analysis for Pagaya Technologies. That analyst pushback comes after a rough stretch for the stock, with a 30 day share price return of 45.27% and a 90 day share...

Celsius Holdings recently reported its fourth-quarter and full-year 2025 results and held its earnings call on February 26, 2026, following earlier guidance that highlighted acquisition contributions and core business expansion. Ahead of the release, investors focused on deeper ties with PepsiCo, including new PepsiCo-nominated board members, as a potential driver of future collaboration benefits and distribution reach. We'll now examine how the PepsiCo-linked board appointments may...

IDT stock snapshot and recent performance IDT (IDT) has drawn investor attention after recent trading, with the share price closing at $50.75. The stock shows mixed return figures across the past week, month, past 3 months, and year to date. See our latest analysis for IDT. The recent 1-day share price return of 3.19%, on top of a 30-day share price return of 5.71%, sits against a 5-year total shareholder return of 181.43%. This points to momentum that has built gradually over time rather...

Grupo Aeroméxico (NYSE:AERO) is restoring operations at several Mexican airports after disruptions linked to cartel-related violence. Flights are resuming at Guadalajara, Puerto Vallarta, Tepic, and Manzanillo following security related interruptions. The incident highlights operational and security risks that can affect airline schedules, passenger plans, and logistics across key domestic routes. Grupo Aeroméxico, a major Mexican carrier listed as NYSE:AERO, sits at the center of domestic...

Recent performance snapshot Kinetik Holdings (KNTK) has been drawing attention after a recent mix of short term and longer term share moves, including a 1.5% decline in the latest session and a 2.3% pullback over the past week. Over the past month the stock shows a 9.0% gain, while the past 3 months reflect a 28.5% return, alongside a 19.3% gain year to date and a 19.7% decline over the past year. See our latest analysis for Kinetik Holdings. The recent 9.1% 1 month share price return and...

Netflix (NasdaqGS:NFLX) is pursuing an acquisition of Warner Bros. Discovery that has triggered an escalating bidding contest. Paramount Skydance has submitted a substantially higher all cash counter offer, which Warner Bros. Discovery’s board is now weighing as a potentially superior proposal. The U.S. Department of Justice has opened a formal antitrust investigation into the Netflix Warner Bros. Discovery deal on competition grounds. Political pressure has increased, with former President...

Event context and recent price performance LCI Industries (LCII) has been drawing attention after a recent pullback, with the share price down about 4% over the past day and roughly 11% over the past week. Despite this shorter term weakness, the stock shows a gain over the past month and a stronger advance over the past 3 months. This has prompted investors to reassess how current pricing aligns with the company’s fundamentals. See our latest analysis for LCI Industries. Stepping back, LCI...

In mid-February 2026, Palo Alto Networks reported fiscal Q2 results showing revenue of US$2,594 million and net income of US$432 million, issued new guidance for fiscal Q3 and 2026, and announced product, partnership, and leadership updates including the launch of Unit 42 Managed XSIAM 2.0 and an expanded Prisma SASE 5G integration with Aeris. Together with large acquisitions such as CyberArk and Chronosphere, these moves highlight Palo Alto Networks’ intent to broaden its AI‑driven security...

Newmark Group (NMRK) has just wrapped up FY 2025 with Q4 revenue of US$1.0b, basic EPS of US$0.38 and net income of US$68.0m, capping off a trailing twelve month run that produced US$3.3b in revenue, EPS of US$0.71 and net income of US$126.2m against a much lower five year earnings track record. Over the past few quarters, the company has seen revenue move from US$665.5m in Q1 2025 to US$1.0b in Q4, while quarterly basic EPS shifted from a loss of US$0.05 in Q1 to US$0.38 in Q4. This sets up...

PENN Entertainment recently expanded its board to eleven members and appointed three new independent directors – Heather Ace, Jeffrey Fox and Fabio Schiavolin – following a cooperation agreement with activist investor HG Vora Capital Management. The board reshuffle, which ends a proxy dispute and lawsuit with HG Vora, may reshape how PENN balances shareholder pressure with its longer-term priorities in gaming and digital entertainment. We’ll examine how resolving the HG Vora proxy fight and...

If you are wondering whether Corporación América Airports shares still offer value after a strong run, you are not alone. That is exactly what this article will unpack. The stock last closed at US$29.18, with returns of 2.0% over 7 days, 3.4% over 30 days, 9.8% year to date, 57.6% over 1 year, and a very large gain over 5 years. Recent coverage has focused on Corporación América Airports as a pure play on airport operations, with investors paying close attention to how traffic volumes and...