U.S. Semiconductors Stock News

Texas Capital Bancshares recently reported robust fourth-quarter and full-year 2025 results, with higher net interest income, stronger earnings per share, and net income rising to US$330.24 million from US$77.51 million, alongside issuing 2026 guidance calling for mid- to high single-digit total revenue growth and mid-single-digit noninterest expense growth. The company also continued active capital management through preferred dividends and share repurchases, while expanding fee-based...

Arista Networks (ANET) is back in focus after recent earnings outperformance and fresh endorsements as an AI infrastructure pick, prompting investors to reassess how its networking business lines up with the AI data center buildout. See our latest analysis for Arista Networks. The recent earnings beat and fresh AI-focused endorsements have arrived after a choppy few months, with the share price now at US$143.72 and recent momentum turning positive. This includes a 9.01% 1 month share price...

In recent weeks, TeraWulf has attracted attention as analysts highlighted its ongoing pivot away from pure Bitcoin mining toward high-performance computing and AI-focused data center services, underpinned by project financing for a large Texas facility. An interesting angle for investors is the company’s reliance on long-term, credit-enhanced HPC lease contracts, which contrasts with the typically more volatile revenue profile of traditional crypto mining businesses. Against a recent 0.43%...

BigBear.ai Holdings (NYSE:BBAI) agreed to acquire CargoSeer technologies, aiming to expand its AI-powered cargo scanning and trade risk management offerings. Shareholders are set to vote on a proposal to double the company’s authorized share count, with key proxy advisers backing the move. The combination of the CargoSeer deal and the potential share authorization change marks a material shift in BigBear.ai’s capital plans and product roadmap. BigBear.ai focuses on applying artificial...

Delek Logistics Partners, LP previously declared a higher quarterly cash distribution for fourth quarter 2025 of US$1.125 per common limited partner unit, or US$4.50 on an annualized basis, payable on February 12, 2026, to unitholders of record on February 5, 2026. This distribution increase may be interpreted as a signal about the partnership’s confidence in its ability to support a higher cash payout to unitholders. We’ll now examine how this higher cash distribution influences Delek...

Employer leave trends and what they might mean for WTW Willis Towers Watson (WTW) recently reported that nearly three quarters of U.S. employers plan to upgrade leave programs, with caregiver leave expected to almost double. This development puts the company at the center of evolving benefit design. For you as an investor, this kind of survey does two things at once. It highlights how employers are thinking about retention and attraction, and it showcases the type of advisory and data driven...

In recent weeks, Namib Minerals, a Zimbabwe-based gold producer with operations across Africa and the Democratic Republic of Congo, has faced sharp sentiment swings as regulatory challenges, macroeconomic uncertainty and sector-wide pressures unsettled market confidence. Amid this turbulence, the stock’s abrupt, news-light price spike tied loosely to stronger gold prices and low float conditions has highlighted how speculative trading and external factors can quickly dominate the company’s...

Weatherford International (WFRD) has put income investors on alert after its Board approved a higher quarterly cash dividend of $0.275 per share, a 10% raise that highlights ongoing shareholder return priorities. See our latest analysis for Weatherford International. The higher dividend lands alongside strong recent market interest, with Weatherford’s share price at $90.46 and a 30 day share price return of 16.48%, while the 1 year total shareholder return sits at 33.64% and the 5 year total...

In January 2026, FuboTV filed an omnibus mixed shelf registration covering Class A common stock, preferred stock, debt securities, warrants, purchase contracts, and units, giving it the option to issue a wide range of securities in the future. This filing meaningfully expands FuboTV’s financial toolkit, allowing the company to access capital more flexibly as it evaluates its funding and growth priorities. We will now look at how this expanded financing flexibility may influence FuboTV’s...

If you are wondering whether Goldman Sachs Group shares still offer value at current levels, the key is understanding how the current price lines up with what the business may be worth. The stock last closed at US$931.86, with returns of a 3.1% decline over 7 days, 2.7% over 30 days, 1.9% year to date and 50.2% over the past year, plus 181.1% over 3 years and 282.0% over 5 years. Recent headlines around Goldman Sachs Group have focused on its role in global capital markets and investment...

Earnings miss and downgrade reshape the Old Republic International (ORI) story Old Republic International (ORI) just reported mixed Q4 2025 results, combining revenue and net income growth with weaker profitability, followed soon after by a Piper Sandler downgrade that highlighted ongoing commercial auto claims pressure. See our latest analysis for Old Republic International. ORI shares have pulled back recently, with a 7 day share price return of 10.01% and a 30 day share price return of...

Why American Resources is back on investors’ radar American Resources (AREC) has attracted fresh attention after its Electrified Materials subsidiary began receiving and processing initial 2026 shipments of end-of-life lithium-ion batteries at its Noblesville, Indiana facility. This move expands the company’s recycling-to-refining footprint for critical battery materials, tying the stock more directly to themes around domestic supply chains, mineral independence, and the practical side of...

Analyst interest puts Devon Energy (DVN) back in focus Recent analyst rating reaffirmations and mixed target revisions have put Devon Energy (DVN) back on investors’ radar. The company’s capital return approach and position in the US oil and gas sector are attracting fresh attention. See our latest analysis for Devon Energy. At a share price of US$38.63, Devon Energy has seen a 20.68% 90 day share price return and a 12.39% 1 year total shareholder return. The 3 year total shareholder return...

Coca-Cola has announced a major executive overhaul, including the appointment of Henrique Braun as CEO. The company is creating a new Chief Digital Officer role that will report directly to the CEO. Senior management responsibilities are being reassigned and global market groupings are being restructured. Coca-Cola (NYSE: KO) is reshaping its leadership at a time when its shares trade around $72.56. The stock has returned 17.0% over the past year and 74.0% over five years, which helps...

Sanmina (SANM) just paired a strong Q1 2026 report with fresh guidance and capital returns, as investors weigh AI driven revenue, ZT Systems integration progress, a completed buyback tranche and the latest outlook. See our latest analysis for Sanmina. Sanmina’s recent Q1 2026 beat and new revenue guidance have arrived alongside strong share price momentum, with a 30 day share price return of 18.27% and a very large 5 year total shareholder return. This suggests interest around AI and data...

Paycom Software (NYSE:PAYC) has appointed Jeff York as Chief Sales Officer. York is returning to lead the sales organization after previously serving in the same role. The appointment reflects a renewed emphasis on sales execution and organizational leadership. Paycom Software, a provider of cloud based human capital management solutions, operates in a crowded HR and payroll technology market where competition for enterprise and mid market clients remains intense. Investors following...

Third Point has launched an activist campaign at CoStar Group (CSGP), accusing leadership of poor capital allocation, weak oversight, and residential missteps, while arguing that the core commercial real estate business remains a valuable but underutilized asset. See our latest analysis for CoStar Group. At a share price of US$65.81, CoStar Group has a 90 day share price return of a 15.88% decline and a 1 year total shareholder return of a 13.91% decline. This suggests that longer term...

If you are wondering whether Wayfair’s recent share price justifies the risk you are taking, the key question is what the current price says about the company’s underlying value. Wayfair’s stock closed at US$110.13, with a 7 day return of a 4.2% decline, a 30 day return of 7.7%, a year to date return of 3.4%, a 1 year return of 125.0%, a 3 year return of 87.7% and a 5 year return of a 60.8% decline. This performance has caught the eye of investors assessing potential growth and changing risk...

Regeneron Pharmaceuticals received regulatory approval for Eylea HD with expanded indications and has begun launching the product. The company is also highlighting its long running Regeneron Science Talent Search as part of a broader push into STEM education support. These developments are material for investors because they touch both the commercial outlook for Eylea HD and Regeneron's long term brand and stakeholder relationships. For investors watching NasdaqGS:REGN, the approval and...

Lattice Semiconductor (NasdaqGS: LSCC) is reporting ongoing revenue and margin pressure as customers slow and delay orders for its programmable chips. Management has highlighted weaker demand trends that are contributing to a prolonged period of softer earnings growth relative to sector peers. The demand slowdown is tied to customers reassessing inventory and timing of deployments for applications that use Lattice’s low power FPGA products. Lattice Semiconductor focuses on low power field...

Coeur Mining (NYSE:CDE) faces a significant shareholder vote on a proposed share-for-share merger with New Gold. If approved, the merger would combine the two companies' asset bases and production portfolios into a single precious metals group. The vote comes as Coeur's CEO prepares to present at a major mining conference, where the transaction and its implications are expected to be a key topic. Coeur Mining is a precious metals producer, and the proposed merger with New Gold would mark a...

Sysco (NYSE:SYY) reaffirmed its fiscal 2025 guidance, signaling confidence despite softer restaurant traffic. The company plans to divest its joint venture in Mexico to concentrate on higher growth, higher margin international markets. These moves reflect a refocus of capital and management attention on select global regions and product lines. Sysco, trading at $75.63, is in the middle of the pack for recent performance, with the stock up 4.1% year to date and 20.3% over the past five...

Netflix has proposed an almost $83b acquisition of Warner Bros. Discovery that is drawing heightened antitrust and political scrutiny in the U.S. and UK. Regulators and policymakers are questioning the potential impact on competition and consumer choice in global streaming and entertainment. Paramount Skydance is actively bidding for Warner Bros. Discovery, creating a competitive process around the asset. For investors watching NasdaqGS:NFLX, this prospective deal lands at a time when the...

Gilead Sciences reported that Trodelvy combined with Keytruda produced significantly improved progression free survival in first line treatment of advanced PD L1 positive triple negative breast cancer. The Phase 3 results were published in The New England Journal of Medicine with regulatory submissions filed at the same time. The data support a potential expansion of Trodelvy’s use in breast cancer, adding to Gilead’s oncology efforts. For investors tracking NasdaqGS:GILD, this update adds...