U.S. Semiconductors Stock News

In December 2025, Baxter International Inc. completed the final settlement of its cash tender offers, retiring its 2.600% senior unsecured notes due 2026 and purchasing a portion of its 1.915% senior unsecured notes due 2027 for up to US$600 million in aggregate, while separately reporting new data with The University of Texas Medical Branch on smart infusion pump integration with hospital electronic medical records. The collaboration’s data showing fewer patient safety alerts and faster...

Parker-Hannifin Corporation's ( NYSE:PH ) price-to-earnings (or "P/E") ratio of 31x might make it look like a strong...

Avantor (AVTR) is back on investors’ radars after recent share-price moves, with the stock roughly flat over the past day, modestly higher over the past month, yet showing weaker performance across the past 3 months and year. See our latest analysis for Avantor. What really stands out is the contrast between Avantor’s recent 30 day share price return of 4.85% and its 1 year total shareholder return of a 47.72% decline. This suggests that recent momentum is building off a much weaker longer...

U.S. Bancorp (USB) is back on investors’ radar after recent share price moves. The stock last closed at $53.93 as the bank continues to trade in line with broader sentiment toward large U.S. lenders. See our latest analysis for U.S. Bancorp. Recent trading has been mixed, with a 1 day share price return of 1.07% alongside a 7 day share price decline of 1.05%. However, a 90 day share price return of 13.54% and a 1 year total shareholder return of 15.55% suggest that momentum has been building...

In recent days, JD.com faced a series of analyst downgrades focused on softer home appliance and retail sales and elevated sales and marketing spending, even as China’s leadership reiterated plans for more proactive macro policy support. This clash between weaker near-term fundamentals and potential consumer trade-in subsidies for big-ticket goods has sharpened investor debate over JD.com’s longer-term positioning in China’s online retail sector. We’ll now examine how concerns over slowing...

Dollar General (DG) has moved back into focus after JPMorgan upgraded the stock and Wells Fargo revised its outlook, following the retailer’s raised full-year profit guidance and better-than-expected third-quarter results. See our latest analysis for Dollar General. At a share price of $136.82, Dollar General has seen a 41.97% 90 day share price return and an 85.01% 1 year total shareholder return, although the 3 and 5 year total shareholder returns remain negative. As a result, recent...

Energy Fuels (UUUU) has drawn fresh attention after its shares closed at US$16.68, capping a 14.7% daily gain and extending a 10.7% move over the past week, alongside mixed recent return figures. See our latest analysis for Energy Fuels. That sharp 1-day share price return, alongside a solid 7-day move and a 30-day gain, sits against a 90-day share price decline and a very large 1-year total shareholder return, so momentum appears to be rebuilding after a recent pause. If this kind of move...

Key Insights Significantly high institutional ownership implies Frequency Electronics' stock price is sensitive to...

The Morning Bull - US Market Morning Update Monday, Jan, 5 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.25% and Nasdaq-100 futures ahead roughly 0.55%, as investors balance solid but cooler US manufacturing data with hopes for interest rate cuts. The US Manufacturing PMI sits at 51.8, which still signals growth, although new orders and exports are soft, meaning factories are busy but new business is less strong. At the same time, markets are...

DaVita (DVA) is back on investors’ radar after recent Medicare payment rules for end-stage renal disease aligned with expectations, paired with continued growth in risk-bearing and value-based kidney care contracts. See our latest analysis for DaVita. The recent Medicare decision and DaVita’s push into value-based kidney care arrive after a softer patch. A 90-day share price return of a 12.61% decline and a 1-year total shareholder return of a 24.43% loss contrast with a 45.48% gain over...

In recent weeks, several brokerages initiated and updated research coverage on monday.com, emphasizing its Q3 revenue growth, expanding product suite, and focus on larger enterprise customers alongside AI-enabled offerings. Analysts are increasingly framing monday.com as an AI-native work platform whose newer products and annual recurring revenue are scaling quickly across higher-value customer segments. Now, we’ll explore how this growing analyst focus on monday.com’s AI-driven product...

Microchip Technology (MCHP) is back in focus as investors reassess its role in core automotive and industrial markets, where microcontrollers and analog chips underpin long product cycles and embedded systems used across critical equipment. See our latest analysis for Microchip Technology. The recent 1 day share price return of 2.06% to US$65.03 comes after a softer 30 day share price return of 1.19%, while the 1 year total shareholder return of 15.08% contrasts with weaker 3 and 5 year total...

AECOM’s Scottish Water role and why it matters for shareholders AECOM (ACM) recently said it has been selected as a preferred bidder for Scottish Water’s multi billion dollar Enterprise Alliance, a long term program to upgrade Scotland’s water and wastewater infrastructure. The company is one of two Primary Designers on this investment program, which could run for up to 13 years, with contracted work expected to start in 2026 and continue through 2033, and a possible six year extension. See...

In early January 2026, Tesla reported that fourth‑quarter 2025 deliveries fell to 418,227 vehicles and full‑year deliveries to 1,636,129, confirming a second consecutive annual decline. Meanwhile, Chinese rival BYD surpassed Tesla in global electric‑vehicle sales, underlining how expiring incentives and tougher competition have eroded Tesla’s long‑held market leadership. Beyond autos, Matrix Renewables announced it signed a full EPC agreement with Tesla for a 500 MW / 1 GWh standalone...

The fact that multiple Delta Air Lines, Inc. ( NYSE:DAL ) insiders offloaded a considerable amount of shares over the...

Why Caesars Entertainment Stock Is On Investors’ Radar Caesars Entertainment (CZR) is drawing attention after recent share price moves, with the stock around $23.56 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for Caesars Entertainment. Recent share price moves around $23.56 come after a mixed stretch, with a 1 day share price return of 0.73% but a 1 year total shareholder return decline of 29.44%, suggesting momentum has been fading rather...

Baidu (NasdaqGS:BIDU) has drawn fresh attention after recent share price moves, with the stock showing double digit returns over the past month and over the past 3 months, prompting closer scrutiny of its current valuation. See our latest analysis for Baidu. Beyond the recent jump, Baidu’s share price has seen mixed momentum, with a 30 day share price return of 19.61% and a 1 year total shareholder return of 80.26%, in contrast with a 5 year total shareholder return decline of 31.54%. This...

Illumina has recently moved forward with separating its cancer-diagnostics unit Grail, a step aimed at resolving regulatory pressure and sharpening its focus on core genomic sequencing operations. This shift not only reduces regulatory complexity but also may help clarify how Illumina allocates capital and prioritizes growth in its sequencing business. Next, we’ll explore how Illumina’s progress on the Grail divestiture could reshape the company’s investment narrative around core sequencing...

Key Insights Significantly high institutional ownership implies Cleveland-Cliffs' stock price is sensitive to their...

Astera Labs (ALAB) shares climbed alongside a broad semiconductor rally, as investors focused on AI chip and cloud infrastructure demand, and looked ahead to key economic data and the company’s upcoming earnings report in February. See our latest analysis for Astera Labs. Despite the recent 1 day share price return of 7.93% to US$179.56 and a 30 day share price return of 11.37%, Astera Labs still shows a 90 day share price return decline of 15.34%. Its 1 year total shareholder return of...

Key Insights The projected fair value for Brinker International is US$201 based on 2 Stage Free Cash Flow to Equity...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a significant share price rise...

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...