U.S. Semiconductors Stock News

Intuitive Surgical (NasdaqGS:ISRG) received FDA approval for AI-assisted lung surgery on its da Vinci 5 platform. The company also gained FDA clearance for new cardiac procedures on da Vinci 5. Intuitive Surgical reported that surgeons have now completed more than 20 million cumulative procedures using its systems. The company is expanding da Vinci 5 into new geographic and clinical markets. Intuitive Surgical, trading at around $523.99, operates at the center of robotic-assisted surgery,...

Restructuring shift puts Autodesk (ADSK) in focus Autodesk (ADSK) is in the spotlight after announcing a restructuring that will cut about 1,000 roles, or roughly 7% of its workforce, while reallocating spending toward cloud platforms and artificial intelligence. See our latest analysis for Autodesk. The restructuring news and recent trading updates have come after a weaker patch for the stock, with a 30 day share price return of 10.21% and a 90 day share price return of 13.88% decline. The 3...

Why Jeff York’s return matters for Paycom Software (PAYC) Paycom Software (PAYC) has put sales leadership back in the spotlight with the return of longtime executive Jeff York as chief sales officer, replacing Amy Walker, who shifts into a consulting role. Because York previously led Paycom’s sales team for more than a decade and has recently worked inside the company as Leadership Strategist, his appointment gives investors another data point to consider alongside the stock’s recent...

If you are wondering whether Redwire's share price still reflects its true worth after recent moves, you are not alone. The stock most recently closed at US$12.52, with returns of 6.9% over 7 days, 75.1% over 30 days, 38.6% year to date and a 41.1% decline over 1 year, alongside a very large 3 year return and a 19.2% return over 5 years. Recent news flow around Redwire has included ongoing interest in its space infrastructure capabilities and its role as a contractor in the US space sector...

Why CRH (NYSE:CRH) Is Back in Focus After Fresh Buybacks CRH (NYSE:CRH) is drawing attention again after continuing to execute its sizeable share buyback program, a move that aligns with ongoing infrastructure demand and multi year contract support in North America. See our latest analysis for CRH. While the share price has eased recently, with a 1 month share price return of a 4.73% decline and a year to date share price return of a 2.85% decline, the 1 year total shareholder return of...

Why fresh institutional buying is putting Synopsys (SNPS) on watchlists Recent filings showing increased Synopsys (SNPS) holdings by Douglas Lane & Associates, Vanguard, Morgan Stanley, BlackRock, and ARK Invest have put the stock back in focus for investors watching semiconductor software exposure. At the same time, Synopsys is preparing to host its Converge Conference in March. The event is designed to highlight its silicon to systems and AI driven engineering capabilities. Ongoing analyst...

CVS Health (CVS) has put prior authorization reform at the center of its pitch to investors, committing to align a large share of its volume with cross payer standards to support smoother and less disruptive care transitions. See our latest analysis for CVS Health. Those prior authorization reforms sit against a share price of US$83.01, with a 7 day share price return of 5.61% and a 1 year total shareholder return of 57.98%. This suggests momentum has been building as CVS Health rolls out...

Multiple analyst downgrades following Zoetis (ZTS) flat revenue quarter and slightly softer full year guidance have pushed the stock under closer scrutiny, as concerns build around an expected near term innovation air pocket. See our latest analysis for Zoetis. That caution has shown up clearly in the trading data, with Zoetis’ 90 day share price return of -15.92% and 1 year total shareholder return of -25.36% pointing to fading momentum as investors reassess near term risks around the...

If you are wondering whether STAAR Surgical's share price reflects its true value today, it helps to step back and look at how the market has been treating the stock recently. Over the last week, the share price return was 8.7% lower. The 30 day, year to date and 1 year returns were 18.0%, 18.9% and 21.7% lower respectively, and the 3 year and 5 year returns were 73.4% and 81.3% lower. This gives important context before judging any potential upside or downside. Recent coverage around STAAR...

Short interest in American Airlines Group, NasdaqGS:AAL, has declined and is now below the average of its peer group. At the same time, options trading in AAL has shown unusual volume with a mix of bullish and bearish positions. The combination of reduced short positioning and elevated derivatives activity suggests investors may be repositioning around potential company specific events. American Airlines Group, NasdaqGS:AAL, is one of the largest U.S. carriers, with revenue tied closely to...

Nextpower (NXT) is back in focus after completing its joint venture with Abunayyan Holding to form Nextpower Arabia, which includes a large Jeddah manufacturing facility geared to support MENA utility scale solar projects and regional Net Zero goals. See our latest analysis for Nextpower. Nextpower’s recent joint venture news comes as the stock shows strong momentum, with a 15.08% 30 day share price return and a very large 1 year total shareholder return of 156.10%, despite a small 0.17% 1...

Altria Group (MO) is back in focus after its latest quarterly report showed a 1.7% revenue decline year on year and misses on both revenue and gross margin expectations, raising fresh questions about dividend resilience. See our latest analysis for Altria Group. Despite the softer quarter and a brief 1.2% share price decline immediately after earnings, Altria Group’s recent 1-month share price return of 7.48% and 1-year total shareholder return of 27.47% point to momentum that has been...

In January 2026, Gentex Corporation launched its newly re-designed Ops-Core FAST XP Helmet System, a NIJ IIIA and HG2-certified ballistic helmet tailored to the protection, comfort, and equipment-integration needs of law-enforcement units. The company framed this helmet as the first in a planned series of law-enforcement-focused headborne solutions for 2026, signaling a broader push into integrated gear for specialized police and tactical teams. Next, we’ll examine how this...

Robinhood Markets (NasdaqGS:HOOD) has agreed to acquire a majority stake in MIAX Derivatives Exchange, expanding into futures and event based trading. The company is also moving into regulated prediction markets while rolling out new asset classes and entering additional geographic markets. These steps point to a broader shift in Robinhood's business mix, with more focus on exchange infrastructure and diversified trading products. Robinhood Markets, trading at $106.99, is coming into this...

In recent weeks, MSCI has been in focus as the market looked ahead to an upcoming quarterly report expected to show year-over-year growth in earnings and revenue, while analysts revised their consensus profit estimates higher. At the same time, MSCI’s stance on digital asset treasuries, expanded data collaboration with SimCorp, and commentary on private credit pressures highlighted how its indices, analytics, and private markets insights intersect with evolving investment trends and risks...

Elanco Animal Health recently attracted a wave of upbeat analyst opinions and highlighted fresh regulatory milestones, including USDA approval for Befrena and conditional FDA approval for Credelio Quattro, while also scheduling its fourth-quarter and full-year 2025 results call for February 24, 2026. What stands out is how deeper access to corporate veterinary accounts and acceptance of price increases on core products are reshaping perceptions of Elanco’s competitive position. Next, we’ll...

Conference spotlight and expanding end markets A prominent tech investor recently pointed to Impinj (PI) as a top pick for 2026, focusing on its push beyond apparel into food, grocery, and potential military RFID uses, including interest from Walmart and the South Korean military. That endorsement arrives as Impinj prepares to present at the 28th Annual Needham Growth Conference and advances a licensing deal with EM Microelectronic. Both developments keep attention on how its RFID platform...

Why Allegro MicroSystems Is On Investors’ Radar Allegro MicroSystems (ALGM) has drawn attention after a strong month, with the share price up about 23%, against a backdrop of mixed shorter term returns and a modest gain over the past 3 months. See our latest analysis for Allegro MicroSystems. The recent 22.8% 1 month share price return, alongside a 22.6% year to date share price gain and 35.5% 1 year total shareholder return, points to momentum building rather than fading around Allegro...

Rigetti Computing (NasdaqCM:RGTI) received an $8.4 million order from India's Centre for Development of Advanced Computing for a 108 qubit quantum computer. The system is intended to support India's efforts to link quantum computing with existing high performance computing infrastructure. The contract expands Rigetti's international government footprint and adds an on premise deployment alongside cloud focused offerings in the quantum sector. Rigetti focuses on building and operating...

Axogen (AXGN) has quickly moved from announcing a US$85 million follow on equity offering to completing an upsized US$124 million share sale at US$31, a shift that directly affects existing shareholders. See our latest analysis for Axogen. The upsized offering and share sale come after Axogen issued upbeat preliminary 2025 revenue guidance. The stock has responded with strong momentum, including a 90 day share price return of 84.75% and a 3 year total shareholder return of 221.55%. This...

CSX (NasdaqGS:CSX) is cutting 166 management roles and furloughing nearly 200 conductors as part of a broad operational restructuring. The company is responding to persistent freight market challenges that have affected its latest quarterly results. New CEO Steve Angel is prioritizing productivity efforts, technology spending, and streamlined operations to manage costs. CSX operates one of the major freight rail networks in the US, serving industrial, agricultural, and consumer end markets...

Exxon Mobil is reconfiguring its Baytown, Texas facility to become the sole supplier of Group I to Group V base stocks and to increase diesel output. The changes are aimed at aligning production with demand trends in lubricants and heavy duty transport fuels. Separately, Exxon Mobil is extending its partnership with Comarch to roll out advanced loyalty management systems across Europe. For investors watching NYSE:XOM, these moves sit against a backdrop of recent share performance, with the...

Earlier this week, Old Dominion Freight Line drew fresh attention from Wall Street as several analysts highlighted its network expansion and strong operational execution within the less-than-truckload market. Analysts pointed to the company’s capacity advantage and ongoing market share gains despite softer freight volumes, underscoring its resilience in a challenging freight backdrop. Next, we’ll examine how this focus on network expansion and operational execution shapes Old Dominion...

TTM Technologies recently drew attention after Truist Financial and Needham highlighted its exposure to artificial intelligence and expanding production capacity in Penang, Malaysia, while the company scheduled a February 2026 call to discuss its fourth-quarter and full-year 2025 results. Together, the upbeat analyst commentary and focus on AI and defense end-markets have sharpened investor interest in how TTM’s manufacturing footprint could influence its future positioning. We’ll now...