U.S. Semiconductors Stock News

Why the Ford partnership matters for Bread Financial Bread Financial Holdings (BFH) is back in focus after Ford Motor Company selected it for a long term co-branded credit card and installment loan program tied directly into Ford’s customer platforms. The market reaction has been constructive, with the stock recently up 3.1% alongside broader gains in financial names, as investors consider what this new Ford relationship could mean for Bread Financial’s card services and lending...

If you are trying to work out whether Nuvation Bio is attractively priced or not, the recent share performance gives you some useful starting clues. At a last close of US$4.26, the stock has seen a 2.5% decline over the past week and a 27.6% decline over the past month, but is up 117.3% over 1 year and 156.6% over 3 years. Over 5 years, the return sits at a 59.4% decline. This mix of shorter term weakness and longer term strength has put valuation in sharper focus for many investors. With...

In March 2026, CF Industries Holdings filed a definitive proxy statement urging shareholders to vote against a proposal to require investor approval for any Named Executive Officer severance package exceeding 2.99 times base salary plus target bonus, while also facing antitrust litigation, progressing a blue ammonia pivot, executing large buybacks, and securing a US$169.50 million legal settlement. This combination of governance tension over executive pay, legal scrutiny, clean-energy...

L3Harris Technologies (NYSE:LHX) has agreed to partner with Intuitive Machines’ Lanteris Space Systems on spacecraft platforms for the Space Development Agency’s Tranche 3 Tracking Layer. The program supports real time tracking of missile threats for U.S. defense customers. This partnership expands L3Harris’s role in U.S. missile defense infrastructure, an area not covered in recent company discussions focused on valuation, leadership, and segment realignments. L3Harris operates at the...

Hyperfine (HYPR) closed out FY 2025 with Q4 revenue of US$5.3 million and a net loss of US$5.9 million, equal to a basic EPS loss of US$0.06. On a trailing twelve month basis it generated US$13.6 million of revenue and a total net loss of US$35.6 million, or a basic EPS loss of US$0.43. Over the past four reported quarters, revenue has moved from US$2.1 million in Q1 2025 to US$5.3 million in Q4 2025, while quarterly basic EPS losses ranged between US$0.06 and US$0.14 per share. This keeps...

Canadian Solar Inc. recently reported fourth-quarter 2025 results showing sales of US$1,217.21 million and a net loss of US$86.34 million, with the full year turning from profit to a net loss of US$104.13 million on lower sales of US$5,595.11 million. Alongside these weaker earnings, the company highlighted growing momentum in its energy storage business, including a sizeable U.S. battery project win and increased storage shipments, underscoring a shift in where future growth may come...

Palantir Technologies (NasdaqGS:PLTR) is partnering with Moder to launch an AI powered mortgage operations platform for Freedom Mortgage. The move brings Palantir's Ontology and agentic AI framework into core mortgage workflows, expanding its footprint beyond government and defense clients. Early implementation results point to operational gains and a new commercial use case in a conservative, data heavy financial sector. For investors tracking Palantir, the Moder and Freedom Mortgage...

LexinFintech Holdings (NasdaqGS:LX) FY 2025 earnings snapshot LexinFintech Holdings (NasdaqGS:LX) has wrapped up FY 2025 with fourth quarter revenue of C¥3,043.1 million and basic EPS of C¥1.27, capping a year where trailing twelve month revenue came in at C¥13.2 billion and EPS reached C¥9.90. Over the past few quarters the company has seen revenue move from C¥3,587.4 million in Q2 2025 to C¥3,417.5 million in Q3 2025 and then C¥3,043.1 million in Q4 2025, while quarterly EPS shifted from...

Wondering if Sezzle at around US$66.24 is priced for its future or offering value today? This breakdown is built to help you frame that question clearly. The stock has logged returns of 1.5% over the last 7 days, 4.5% over 30 days, and 71.3% over the past year, which naturally raises questions about how much of the story is already in the price. Recent coverage has focused on Sezzle's position in the diversified financials space and ongoing investor interest in buy now, pay later providers,...

Theravance Biopharma (TBPH) has wrapped up FY 2025 with Q4 revenue of US$45.9 million and Basic EPS of US$1.20, alongside trailing 12 month revenue of US$107.5 million and Basic EPS of US$2.10. Over the past year, revenue has moved from US$64.4 million to US$107.5 million on a trailing 12 month basis, while Basic EPS shifted from a trailing 12 month loss of US$1.15 to a profit of US$2.10. This frames a clear turn in the earnings profile as margins improved. See our full analysis for...

Dana (DAN) has caught investor attention after a solid past 3 months, with the stock up about 34% and a year total return above 120%. This has prompted fresh questions about valuation and durability. See our latest analysis for Dana. The recent 34.3% 90 day share price return, alongside a 124.9% total shareholder return over the past year, points to strong momentum as the market reconsiders Dana’s prospects and risk profile at a share price of $31.88. If Dana’s move has you thinking about...

One Stop Systems (OSS) has put up a mixed FY 2025 scorecard so far, with Q3 revenue of about US$18.8 million and basic EPS of roughly US$0.01, alongside trailing 12 month revenue of about US$60.3 million and a loss of roughly US$6.9 million on a basic EPS basis of about US$0.32. The company has seen quarterly revenue move from about US$13.2 million in Q2 2024 to US$15.1 million in Q4 2024, then to US$12.3 million in Q1 2025, US$14.1 million in Q2 2025 and US$18.8 million in Q3 2025. Basic EPS...

Hilton Grand Vacations has opened Tradimo Kyoto Gojo, its first property in Kyoto and third in Japan, offering 63 one-bedroom suites near Kyoto Station and key cultural districts. The company is pairing this physical expansion with a partnership with the Kyoto Tourism Board and local nonprofits to support sustainable tourism and community initiatives in the region. We’ll now explore how this Kyoto opening, and HGV’s broader expansion in Japan, could influence the company’s investment...

HeartFlow (HTFL) has wrapped up FY 2025 with fourth quarter revenue of US$49.1 million and a basic EPS loss of US$0.29, while over the trailing twelve months revenue reached US$176.0 million alongside a basic EPS loss of US$3.17. The company has seen revenue move from US$125.8 million on a trailing basis in Q4 2024 to US$176.0 million in Q4 2025, with EPS remaining in loss-making territory over that period, which keeps the focus squarely on how fast the top line can scale against ongoing net...

Labcorp Holdings (LH) is back in focus after expanding its collaboration with Illumina to broaden access to next generation sequencing based precision oncology tests, spanning both liquid biopsy and solid tumor profiling. See our latest analysis for Labcorp Holdings. The Illumina partnership comes as Labcorp’s share price sits at US$264.09, with a 90 day share price return of 4.79% and a 1 year total shareholder return of 13.21%, suggesting momentum that has been building over the medium term...

Many investors may be wondering if National Storage Affiliates Trust is priced fairly or offering value right now, especially after its recent run in the market. The stock last closed at US$38.84, with returns of 25.5% over 7 days, 14.0% over 30 days, 39.3% year to date, 8.8% over 1 year, 21.2% over 3 years and 28.3% over 5 years, figures that many investors will want to put into context. Recent coverage has focused on how National Storage Affiliates Trust fits into the broader self storage...

In February 2026, Quanta Services reported Q4 2025 results that exceeded Wall Street expectations, raised its 2026 adjusted EPS outlook to a range of $12.65–$13.35, and disclosed a record year-end backlog approaching $44.00 billion, underpinned by large utility, renewable energy, and data center infrastructure projects. Beyond the headline earnings beat, the combination of a very large, multi-year backlog and expanding roles in renewable and data center power infrastructure underscores how...

Gold Royalty (GROY) has wrapped up FY 2025 with fourth quarter revenue of US$4.5 million and a basic EPS loss of US$0.0049, while trailing twelve month revenue sat at US$15.6 million with a basic EPS loss of US$0.0236. Over recent periods, the company has seen quarterly revenue move from US$3.1 million in Q1 2025 to US$4.5 million in Q4 2025, with basic EPS losses ranging between US$0.0073 and US$0.0049 as margins stayed in the red but showed a tighter earnings profile. See our full analysis...

If you are wondering whether Nucor's current share price still lines up with its underlying worth, it helps to step back and look at how different valuation tools assess the stock. The share price closed at US$161.95, with returns of 27.1% over 1 year and 140.4% over 5 years, alongside shorter term moves of a 2.2% decline over 7 days, an 11.8% decline over 30 days, and a 4.4% decline year to date that may signal shifting views on risk and opportunity. Recent headlines around the steel and...

Wondering if Stagwell at around US$6.21 is offering value or just noise in your portfolio? This article breaks down what that price could really mean for you. Over the last month the share price is up 31.0%, after a 1.0% decline over the past week, with a 31.3% return year to date and 1.8% over the past year setting the recent context. Recent coverage around Stagwell has focused on its position within the media sector and how investors are weighing its execution against peers. This backdrop...

Satellogic (NasdaqCM:SATL) closed out FY 2025 with Q4 revenue of US$6.2 million and basic EPS of US$0.23, alongside trailing twelve month revenue of US$17.7 million and a trailing EPS loss of US$0.04. Over recent quarters the company has seen revenue move from US$3.4 million in Q1 2025 to US$6.2 million in Q4 2025, while quarterly EPS ranged from a loss of US$0.34 in Q1 2025 to a profit of US$0.23 in Q4 2025. This sets up a results season where investors are likely to focus on how durable any...

Earlier this month, NuScale Power Corporation and Ebara Elliott Energy announced a collaborative research program to design, demonstrate, and field test a commercial-scale high-temperature steam compressor that would link NuScale Power Modules with petrochemical plants requiring process heat, with compressor completion targeted for 2027 and field-test candidates now being sought. This collaboration is significant because it extends NuScale’s small modular reactor technology beyond...

Flex LNG Ltd. recently announced that a supermajor charterer exercised second extension options for the Flex Resolute and Flex Courageous, securing firm employment for both LNG carriers until at least the first quarter of 2032, while the Flex Constellation began a 15-year charter in March 2026 with a large Asian utility and LNG trader, running to at least 2041. This cluster of long-duration contracts significantly enlarges Flex LNG’s firm backlog, underpinning multi-decade visibility on...

If you are wondering whether General Electric's share price still offers value after a strong multi year run, the next sections break down what the current market price might be implying. The stock last closed at US$291.61, with returns of a 4.9% decline over 7 days, a 10.8% decline over 30 days, a 9.1% decline year to date, but a 43.8% gain over 1 year and a very large 3 year and 5 year return that is more than 3 times the starting level. Recent coverage has focused on General Electric's...