U.S. Semiconductors Stock News

Summit Royalties has agreed to acquire a 1.0% net smelter return royalty on Newmont’s Saddle North gold copper deposit. The royalty ties Summit’s future revenue to production from a Newmont operated asset. The transaction highlights external interest in Saddle North as a large gold copper project under Newmont’s control. For investors watching Newmont (NYSE:NEM), this royalty deal highlights an asset that has not been front and center in recent coverage. Newmont’s shares last closed at...

AppLovin (NasdaqGS:APP) has entered a partnership with Stagwell to bring its AI powered Axon advertising platform to Stagwell's media clients. The collaboration is aimed at giving Stagwell clients access to Axon across mobile gaming and connected TV, with reach to over a billion users. AppLovin's share price sits at $449.33, with a 1 year return of 53.4% and a very large 3 year return that is over 30x. The stock has seen a 10.5% decline over the past week and a 1.6% decline over the past...

If you are wondering whether Wayfair at around US$73.74 is still offering value or has already run too far, you are not alone. The stock has pulled back recently, with a 6.1% decline over the last 7 days and an 18.1% decline over the last 30 days, yet it still shows a 137.9% return over 1 year and 126.8% over 3 years, while the 5 year return sits at a 77.4% decline and year to date performance at a 30.8% decline. These moves come against a backdrop of ongoing attention on large e commerce...

Benchmark Electronics' President and CEO, Jeffrey Benck, has been appointed to the board of directors of Crane NXT. The appointment adds an external board role to Benck's existing leadership responsibilities at Benchmark Electronics, NYSE:BHE. Benchmark Electronics, NYSE:BHE, last closed at $53.77, with the share price showing a 22.5% return year to date and a 43.2% return over the past year. Over longer periods, the stock has a 151.7% return over three years and a 92.0% return over five...

Rocket Lab (RKLB) stock is in focus after the company executed two successful launches from different countries within about a week and reported record revenue, record GAAP gross margins, and a US$1.85b backlog. See our latest analysis for Rocket Lab. Despite a 5% one day share price decline and softer 1 week and 1 month share price returns, Rocket Lab’s roughly 11% 3 month share price gain sits alongside a very large 1 year total shareholder return. This suggests that longer term momentum...

Stride (LRN) has delivered mixed share performance recently, with a 4.8% decline over the past month but a 30% gain in the past 3 months, prompting closer attention from investors assessing its education-focused business. See our latest analysis for Stride. At a share price of US$83.85, Stride’s recent 7 day and 30 day share price declines contrast with its strong 90 day share price return of 30%. Meanwhile, the 1 year total shareholder return of a 29.17% loss sits against a 3 year total...

TeraWulf (NasdaqCM:WULF) is moving ahead with five new AI focused sites at recently acquired industrial properties in Kentucky and Maryland. The company is repurposing these power rich former industrial facilities to host AI workloads as it shifts beyond its bitcoin mining origins. These buildouts mark a new phase in TeraWulf’s AI infrastructure push, focusing on rapid deployment and cost focused scaling. TeraWulf started as a bitcoin miner, but with this cluster of AI oriented sites it is...

In early March 2026, Lululemon founder Chip Wilson escalated his public activist campaign by launching a “Creativity First Lulu” website, nominating three independent director candidates, and calling for board declassification amid the company’s ongoing CEO search. At the same time, Lululemon introduced its first sweat-concealing ShowZero technology with tennis player Frances Tiafoe, underscoring a sharp contrast between product innovation momentum and intensifying governance tensions at the...

AerCap Holdings recently reported a record Q4 2025, delivering strong net income and revenue while outlining a US$3.00 billion capital deployment plan and returning US$2.60 billion to shareholders through dividends and buybacks. Management also flagged structural challenges in the aviation industry for 2026 even as it added 103 aircraft to its order book to support future growth initiatives. Next, we’ll examine how record Q4 results alongside cautious commentary on aviation headwinds might...

Eli Lilly (NYSE:LLY) announced a US$3b, decade-long plan to localize production and expand supply chain capacity for its oral obesity drug candidate, orforglipron, in China. The company is partnering with Pharmaron for manufacturing and has filed orforglipron with Chinese regulators as part of an integrated, China-focused value chain. Eli Lilly, known for treatments in diabetes, obesity care and other chronic conditions, is pushing deeper into obesity medicine with oral GLP-1 candidates...

Borr Drilling's Arabian Gulf offshore operations have been disrupted following recent regional hostilities. Multiple rigs have been precautionarily down manned, with staff reduced to essential personnel only. The Arabia III rig has been fully shut down and evacuated after an incident on a customer operated platform. These actions pose a material risk to current revenue streams and raise questions about operational safety and geopolitical exposure. For investors watching NYSE:BORR, this is...

Live Nation Entertainment (LYV) is back in focus after recent share price moves, with the stock closing at US$160.32. That puts fresh attention on how its live events, ticketing, and sponsorship business is currently valued. See our latest analysis for Live Nation Entertainment. The 7.37% 1 month share price return and 12.00% 3 month share price return suggest momentum has been building, while the 10.33% year to date share price return sits alongside a 1 year total shareholder return of...

In early March 2026, Oklo Inc. and Centrus Energy Corp. announced they are pursuing a joint venture to co-locate HALEU enrichment and deconversion services at Centrus’ Piketon, Ohio site, next to Oklo’s planned 1.2 GW power campus, to expand US advanced nuclear fuel-cycle capacity. This potential fuel hub is designed to streamline a key step in the nuclear supply chain, easing a widely cited HALEU bottleneck for advanced reactors. We’ll now examine how this planned HALEU deconversion hub,...

Why AAR stock is on investors’ radar AAR (AIR) has drawn attention after recent share price moves, with the stock showing a mix of shorter term pullbacks and longer term gains that may have investors reassessing its current valuation. See our latest analysis for AAR. The recent 1 day share price return of 4.19% decline and 7 day share price return of 6.26% decline sit against a 90 day share price return of 24.02% and 1 year total shareholder return of 56.77%. This hints that long term...

H&R Block Canada marked the 10 year anniversary of its Returning Hope free tax clinic program. The initiative has supported low income and vulnerable Canadians with free tax filing services over the past decade. The program has returned $6 million in refunds and credits to eligible participants since launch. For investors following NYSE:HRB, this kind of community program adds a different angle to a company best known for personal tax preparation, digital filing tools and related advisory...

If you are wondering whether Harmonic's current share price reflects its true worth, you are not alone. The stock has drawn attention from investors trying to work out if it is now cheap or still priced for caution. The share price closed at US$9.37 recently, with returns of a 5.6% decline over 7 days, 9.4% decline over 30 days, 6.5% decline year to date, 9.0% decline over 1 year and 25.8% decline over 3 years, compared with a 14.3% gain over 5 years. Recent news coverage has focused on...

If you are wondering whether SharkNinja at around US$101.68 is giving you fair value or asking too much, you are not alone. That question is exactly what this article aims to unpack. The stock has seen a 10.8% decline over the last 7 days and a 14.3% decline over the last 30 days, although it still shows a 16.9% return over the past year. This can change how investors view both its potential and its risks. Recent coverage has focused on SharkNinja as a branded consumer products company...

Viavi Solutions (VIAV) has introduced two key products, the FTH-DAS fiber test head with embedded AI and the TestCenter D2 1.6T Appliance, targeting AI data centers and critical infrastructure monitoring needs. See our latest analysis for Viavi Solutions. Despite a 1 day share price return decline of 1.10% and a 7 day share price return decline of 4%, Viavi’s recent AI focused product launches sit against a 30 day share price return of 8.89% and a 90 day share price return of 65.33%. The 1...

If you are wondering whether WESCO International at around US$257.69 is still offering value after a strong run, you are not alone. The stock has pulled back with an 8.6% decline over the last week and a 9.8% decline over the last month, even though the 1 year return sits at 64.4% and the 5 year return at 196.2%. Recent attention on WESCO International has focused on its role in capital goods and electrical distribution, as investors reassess what they are willing to pay for companies in...

If you are wondering whether McEwen at around US$24.43 is priced attractively or already reflects most of its potential, this article walks through the key numbers that matter. The stock has seen a 1% gain over the last week, a 10.5% decline over the last 30 days, and returns of 30.8% year to date and 227.5% over the past year, so recent moves may have shifted how investors view both its potential and its risks. Recent coverage has focused on McEwen as a precious metals name in the...

If you are wondering whether Matador Resources at around US$56.16 is offering good value or getting ahead of itself, this article will walk through the key numbers that matter. The stock has posted returns of 2.1% over the last 7 days, 19.7% over the last 30 days, 29.5% year to date and 23.4% over the last year, with a 3 year return of 30.9% and a 5 year return of 168.2%. Recent attention on Matador Resources has been shaped by ongoing sector wide interest in energy producers and investors...

Starbucks plans to permanently close five unionized stores in Seattle as part of a broader footprint reduction and cost-cutting plan. The closures are tied to a wider program that includes about 500 North American store closures and the elimination of 900 corporate roles. Starbucks Workers United has filed an unfair labor practice charge, arguing the closures target organized locations and require bargaining. The move has attracted regulatory attention and adds a new flashpoint to Starbucks'...

Atlassian (TEAM) has moved to the center of investor attention after announcing a restructuring that will cut about 10% of its workforce and coincide with a change in the chief technology officer role. See our latest analysis for Atlassian. The restructuring news arrives after a steep reset in sentiment, with the 30 day share price return at a 21.07% decline and the year to date share price return at a 52.61% decline. The 1 year total shareholder return is a 64.74% loss, suggesting momentum...

Recent commentary on Origin Bancorp highlights that, despite a strong six-month performance versus the broader market, analysts are increasingly focused on the bank’s modest long-term revenue growth, below-standard net interest margin, and limited expected tangible book value per share expansion. This contrast between recent share outperformance and concerns about underlying profitability and balance sheet growth raises questions about how durable Origin Bancorp’s current profile really...