U.S. Semiconductors Stock News

Multiple securities class action lawsuits have been filed against Plug Power (NasdaqCM:PLUG), alleging misleading statements about its ability to secure and use a large Department of Energy loan and its hydrogen production expansion plans. At the same time, Plug Power completed the first hydrogen fill of a major pipeline in Rotterdam, marking progress in its European hydrogen infrastructure efforts. For investors tracking Plug Power at a share price of $1.84, these developments arrive after...

The U.S. Supreme Court’s decision to overturn Trump era tariffs has quickly filtered into markets. Under Armour (UAA) is among the stocks reacting as investors reassess potential cost pressures for manufacturers and retailers. See our latest analysis for Under Armour. Against the tariff news, Under Armour’s recent 30 day share price return of 20% and 90 day return of 69.33% point to building momentum. However, the 5 year total shareholder return of a 66.49% decline shows the longer term...

Valvoline stock: recent performance snapshot Valvoline (VVV) has drawn investor attention after a strong recent run in its share price, with the stock up about 18% over the past month and 23% in the past 3 months. See our latest analysis for Valvoline. Beyond the recent surge, Valvoline’s 1-year total shareholder return of 5.6% contrasts with a stronger year to date share price return of 34.7%. This suggests momentum has picked up after a slower prior period. If this kind of move has you...

Seacoast Banking Corporation of Florida (SBCF) has drawn investor attention after recent share price moves. The stock has shown mixed short-term performance, while longer-term returns and current profit figures invite a closer look. See our latest analysis for Seacoast Banking Corporation of Florida. The recent 1-day share price return of a 4.77% decline at a last close of US$32.14 follows softer 7-day and 30-day share price returns. However, the 1-year total shareholder return of 18.17% and...

AECOM (NYSE:ACM) has announced a major global partnership with TomTom to support mobility and infrastructure planning. The collaboration focuses on using TomTom's traffic analytics to inform AECOM's transport and infrastructure solutions for public and private clients. The partnership is aimed at addressing global trends in urbanization, technology adoption, and sustainable infrastructure planning. AECOM, a global infrastructure consulting firm, works across transportation, water,...

Amphenol Corporation recently presented its latest high-speed interconnect and connectivity solutions at DesignCon 2026 at the Santa Clara Convention Center, reinforcing its presence in the advanced electronics ecosystem. This appearance followed a very strong fourth quarter in which Amphenol delivered record sales and revenue growth that significantly exceeded its own guidance and analysts' expectations, alongside higher-than-anticipated forward revenue guidance. We’ll now examine how...

Danaher (NYSE:DHR) has entered a definitive agreement to acquire health tech firm Masimo. The deal will bring Masimo into Danaher as a standalone operating unit within its diagnostics-focused portfolio. The transaction is positioned as a material move for Danaher’s presence in patient monitoring and clinical diagnostics. For you as an investor, this deal sits at the intersection of medical technology and diagnostics, two areas that continue to attract attention from large healthcare groups...

Disc Medicine announced that the FDA issued a Complete Response Letter for its accelerated approval filing of bitopertin in erythropoietic protoporphyria, citing insufficient evidence that reductions in metal-free PPIX translate into improved sunlight tolerance despite positive biomarker data from the AURORA and BEACON trials. An interesting element for investors is that the FDA explicitly pointed to the ongoing APOLLO Phase III study as a potential path to traditional approval, while Disc...

Wondering if Equity LifeStyle Properties at around US$67.96 is offering fair value right now, or if the price is running ahead of reality? The stock has returned 0.2% over the past week, 6.2% over the last month, 13.7% year to date, 4.8% over 1 year, 8.0% over 3 years and 26.3% over 5 years. This provides a mix of short and longer term outcomes to weigh up. Recent news coverage has focused on Equity LifeStyle Properties as a large US listed real estate owner and operator, with investors...

Synchrony Financial (NYSE:SYF) has integrated its CareCredit patient financing solution with healthcare software provider Weave. The company has also integrated CareCredit with Planet DDS, extending reach into dental and orthodontic practice management platforms. These partnerships are designed to make patient financing available directly within everyday workflows for dental and orthodontic offices. Synchrony Financial, through its CareCredit business, focuses on consumer financing for...

Amkor Technology (AMKR) is back in focus after Q4 results highlighted record revenue in advanced packaging and computing, paired with sizable 2026 capital spending plans and a new Arizona manufacturing facility. See our latest analysis for Amkor Technology. The share price has cooled recently, with a 5.31% 1 month share price return decline and a 1.81% fall over the last day. However, momentum over the past quarter and year looks stronger, with a 39.26% 3 month share price return and a...

Recent performance snapshot for Dime Community Bancshares (DCOM) Dime Community Bancshares (DCOM) has drawn attention after recent share price moves, with a 1 day return of a 4.38% decline and a 7 day return of a 7.01% decline, inviting a closer look at its fundamentals. See our latest analysis for Dime Community Bancshares. Beyond the recent pullback, Dime Community Bancshares has seen its 90 day share price return of 14.62% and 1 year total shareholder return of 11.50%. This suggests...

Axsome Therapeutics (AXSM) closed FY 2025 with Q4 revenue of US$196.0 million and a basic EPS loss of US$0.56, alongside a net income loss of US$28.6 million, keeping profitability firmly in focus for investors. The company has seen quarterly revenue move from US$118.8 million in Q4 2024 to US$196.0 million in Q4 2025, while basic EPS has shifted from a loss of US$1.54 to a loss of US$0.56 over the same period. This frames a story where top line scale is running ahead of bottom line progress...

Super Micro Computer (SMCI) recently lifted its full year revenue guidance to at least US$40b, well ahead of earlier consensus. Over 90% of this guidance is tied to AI platforms, and fresh insider share purchases reinforce management conviction. See our latest analysis for Super Micro Computer. Even with the raised revenue guidance and insider buying, the share price has been under pressure recently, with a 1 year total shareholder return of about a 41% decline following a very large 5 year...

F5 (FFIV) drew fresh attention after expanding its partnership with Scality, linking F5’s Application Delivery and Security Platform to Scality’s S3 compatible object storage to support large scale AI and analytics workloads. See our latest analysis for F5. Despite the AI focused partnership news, F5’s share price of US$269.52 comes after a 12.3% 90 day share price return and a 3 year total shareholder return of 91.6%. This suggests that longer term momentum has been stronger than the recent...

Why Extra Space Storage Is Getting Attention Now Extra Space Storage (EXR) is drawing fresh interest after recent share moves, including a one-month return of about 6% and a past three-month gain of roughly 14%, prompting closer scrutiny of its fundamentals. See our latest analysis for Extra Space Storage. At around US$150.41, Extra Space Storage’s recent 7 day share price return of 2.77% and 90 day share price return of 13.63% suggest building momentum, even though the 1 year total...

Why Aflac (AFL) Is On Investors’ Radar Today Aflac (AFL) has drawn attention after recent trading left the stock roughly flat over the past 3 months but higher over the past month, prompting investors to reassess what they are paying for its insurance earnings. See our latest analysis for Aflac. At around $112 per share, Aflac’s recent 4.9% 1 month share price return sits against a much stronger backdrop, with a 1 year total shareholder return of 10.3% and 5 year total shareholder return of...

SPS Commerce (NasdaqGS:SPSC) has introduced MAX, a new suite of embedded AI tools aimed at improving supply chain operations. MAX is built into customers' existing workflows and is designed to monitor, guide, and automate processes across SPS Commerce's network. The release positions MAX as a differentiated AI offering focused on practical, day to day supply chain decision support. SPS Commerce, trading on NasdaqGS as SPSC, is rolling out MAX at a time when its shares are at $54.22 and...

Recent news around Nebius Group (NasdaqGS:NBIS) has centered on rising contracted power guidance, strong demand for its AI cloud services, ambitious 2026 revenue targets, and fresh momentum from major data center projects and customer wins. See our latest analysis for Nebius Group. The recent news flow around larger AI infrastructure contracts, raised contracted power guidance and the Tavily acquisition has coincided with building momentum, with a 30 day share price return of 6.47% and a 1...

In February 2026, Blue Planet announced that Lumen Technologies adopted its OSS-native AI Studio platform to deploy AI agents across multiple network domains, aiming to boost operational efficiency and customer experience while Lumen also expanded its enterprise portfolio with a Multi-Cloud Gateway and enhanced metro data-center connectivity for AI and hybrid workloads. These moves, combined with recent upgrades to Lumen’s credit ratings from all three major agencies, highlight a pivot...

Enpro Inc. reported past fourth-quarter 2025 sales of US$295.4 million and a net loss of US$32 million, issued 2026 revenue growth guidance of 8% to 12%, and signaled ongoing capacity for acquisitions under its Enpro 3.0 framework. The company is pairing a small quarterly dividend increase to US$0.32 per share with plans to pursue acquisitions that add technology, talent, and process expertise in its key growth areas. We’ll now examine how Enpro’s 2026 revenue guidance and acquisition...

If you are trying to figure out whether KKR is attractively priced or not, starting with a clear view of its current value story can help you frame your next move. KKR's share price recently closed at US$92.19, after a 9.4% decline over the last 7 days, a 24.0% decline over 30 days, a 28.5% decline year to date and a 29.3% decline over 1 year. Over longer periods, the 3 year and 5 year returns sit at 69.4% and 107.9% respectively. These moves have come alongside ongoing attention on global...

If you are wondering whether Performance Food Group's share price still offers value at around US$95.79, you are not alone. Many investors are asking the same question before making their next move. The stock has seen a 2.3% decline over the last 7 days, a 2.0% gain over 30 days, and is up 8.8% year to date, with a 15.6% return over 1 year, 65.2% over 3 years and 70.9% over 5 years. These figures may influence how you think about its risk and reward trade off. Recent company updates and...

Oklo (NYSE:OKLO) announced plans for a privately funded advanced nuclear fuel recycling facility intended to improve fuel use and reduce waste. The company is expanding into radioisotope production through its acquisition of Atomic Alchemy, targeting new commercial applications. Oklo also reported deeper partnerships with firms including Meta Platforms and Siemens Energy, aimed at broader adoption of its clean energy solutions. For investors watching NYSE:OKLO, these moves come as the stock...