U.S. Semiconductors Stock News

In recent months, Bloom Energy has secured a US$2.65 billion fuel cell order from American Electric Power and a US$5 billion partnership with Brookfield Asset Management to power AI-focused facilities, while also reporting a shift from operating losses to operating income by late 2025. These multi‑year agreements with blue‑chip utility and infrastructure partners highlight how Bloom’s solid oxide fuel cells are becoming a core solution for power‑hungry data centers facing grid connection...

Murphy USA (MUSA) just released its fourth quarter and full year 2025 results, with fourth quarter earnings per share above Wall Street estimates, putting fresh attention on fuel margins and customer traffic trends. See our latest analysis for Murphy USA. The fourth quarter beat and recent commentary around fuel margins appear to line up with a strong run in the shares, with a 90 day share price return of 24.68% and a 3 year total shareholder return of 71.27%. However, the 1 year total...

Reinsurance Group of America (NYSE:RGA) has joined partners in acquiring a large industrial real estate project in Portland. The company has also announced recent changes within its executive leadership team. These developments reflect active capital deployment and internal organizational adjustments. For you as an investor, NYSE:RGA sits at the intersection of life and health reinsurance and broader capital management, including investments that support its long term obligations. Large...

trivago (NasdaqGS:TRVG) has capped FY 2025 with fourth quarter revenue of €119.96 million and basic EPS of €0.21, setting up a cleaner profit picture after earlier losses in the year. Over recent periods, revenue has moved from €94.78 million in Q4 2024 to €119.96 million in Q4 2025, while quarterly EPS has shifted from €0.07 a year ago through losses of €0.11 and €0.09 in Q1 and Q2 2025 to €0.16 in Q3 and €0.21 in Q4. This gives investors a clearer read on how the business is converting...

MarketAxess Holdings Inc. announced that Douglas Cifu, co-founder and former CEO of Virtu Financial, and Kenneth Schiciano, senior advisor at TA Associates, were elected to its Board of Directors, effective March 1, 2026. The appointment of two leaders with deep experience in financial technology, market structure, and private equity suggests MarketAxess is reinforcing its governance bench with expertise closely tied to its electronic trading focus. Next, we will examine how adding a former...

If you are wondering whether Charles Schwab still offers good value at its current share price, or if most of the upside has already been priced in, this article breaks down what the numbers are actually saying about the stock today. The share price recently closed at US$103.88, with returns of 0.4% over 7 days, 0.1% over 30 days, 2.3% year to date, 28.4% over 1 year, 34.6% over 3 years and 99.1% over 5 years. This naturally raises questions about where valuation stands now. Recent headlines...

CONMED (CNMD) shares were in focus after the company reported fourth quarter and full year 2025 results, issued 2026 revenue guidance, and highlighted momentum in orthopedics and high growth surgical segments. See our latest analysis for CONMED. At a share price of US$39.93, CONMED has seen short term momentum pick up, with a 1 day share price return of 2.94% and 7 day share price return of 3.21%. However, the 1 year total shareholder return of 45.45% and 5 year total shareholder return of...

Dime Community Bancshares, Inc. recently announced plans to redeem at par on March 30, 2026 its US$40,000,000 Fixed/Floating Subordinated Debentures due 2030, alongside Board authorization for a share repurchase program covering up to 1,566,947 shares and the declaration of a quarterly preferred dividend of US$0.34375 per Series A share. Taken together with its latest earnings outperformance, this combination of debt redemption, buyback authorization, and continued preferred dividends...

In recent weeks, AppLovin has been caught in a broader software sell-off as investors reassessed the impact of new AI tools, such as Google’s Genie 3 and Project Genie, and emerging AI ad-tech challengers on established mobile advertising and app-monetization platforms. At the same time, several Wall Street analysts have argued that fears about AI displacing AppLovin’s role in game discovery, user acquisition and monetization may be overstated, keeping the company at the center of the debate...

The Latin American e-commerce market is set for significant growth through developments in instant payments, marketplace ecosystems, and omnichannel retail strategies. Integrating fintech solutions and upgrading logistics capabilities present considerable opportunities, as cross-border trade flows become a key competitive area among major regional players. The market is projected to expand from $158.1 billion in 2024 to approximately $235.7 billion by 2029, driven by increased adoption of...

Key Insights Institutions' substantial holdings in QuickLogic implies that they have significant influence over the...

RXO, Inc. ( NYSE:RXO ) shareholders have had their patience rewarded with a 29% share price jump in the last month...

Unfortunately for some shareholders, the GameSquare Holdings, Inc. ( NASDAQ:GAME ) share price has dived 28% in the...

Global Business Travel Group, Inc. ( NYSE:GBTG ) shareholders that were waiting for something to happen have been dealt...

American Financial Group (AFG) has wrapped up FY 2025 with fourth quarter revenue of US$2.2b and basic EPS of US$3.59, alongside net income of US$299m. Its trailing twelve month figures sit at US$8.2b of revenue and EPS of US$10.08 on net income of US$842m. Over recent periods, quarterly revenue has ranged from US$1.8b to US$2.3b, while basic EPS has moved between roughly US$1.84 and US$3.59. This gives investors a clear view of how earnings track alongside top line shifts. With a trailing...

DLocal (DLO) is back in focus after highlighting the reach of its emerging market payments platform across more than 40 countries, alongside new BNPL, tokenized payment and stablecoin offerings. Fresh partnerships with Western Union, Google, Capitec, Bolt, Fireblocks and Grey are widening its network and giving investors more detail on how DLocal is trying to deepen its role in cross border payment flows. See our latest analysis for DLocal. Despite the product rollouts and new partnerships,...

Why Axcelis Technologies is on investors’ radar today Axcelis Technologies (ACLS) has drawn fresh attention after a period of mixed share performance, with a 1 day decline, a weaker past week and month, but a slightly positive past 3 months. For investors, that kind of uneven return profile often raises questions about how the current share price lines up with Axcelis’s actual business results and long term prospects in semiconductor equipment. See our latest analysis for Axcelis...

Despite an already strong run, LyondellBasell Industries N.V. ( NYSE:LYB ) shares have been powering on, with a gain of...

Ermenegildo Zegna N.V. has reported past unaudited revenues for the fourth quarter of 2025 of €591,028,000, slightly above the prior year’s €589,231,000, while full-year 2025 revenues were €1.92 billion compared with €1.95 billion in 2024. The combination of broadly flat quarterly revenues and a small full-year decline offers a clearer view of how the group’s sales have held up across 2025. We’ll now examine how this combination of stable quarterly revenues and a modest full-year drop shapes...

Investor attention has turned to AngloGold Ashanti (NYSE:AU) ahead of its scheduled Q4 2025 earnings release, as expectations for stronger profits and a possible additional dividend intersect with improving sentiment toward gold miners. See our latest analysis for AngloGold Ashanti. The share price has been volatile over the past year, with a 14.02% 1 month share price return and a 48.73% 3 month share price return. The 1 year total shareholder return is very large, suggesting momentum has...

Benchmark Electronics (NYSE:BHE) has wrapped up FY 2025 with fourth quarter revenue of US$704.3 million and basic EPS of US$0.17, alongside net income excluding extra items of US$6.0 million, putting the spotlight firmly on how efficiently that top line is translating into profit. The company has seen quarterly revenue move from US$656.9 million and EPS of US$0.51 in Q4 2024 to US$704.3 million and EPS of US$0.17 in Q4 2025, with trailing twelve month EPS at US$0.69, which sets up a close...

Novo Nordisk (NYSE:NVO) has warned of a significant drop in sales and profits for 2026, citing pricing pressure, rising competition, and looming patent expiries for Wegovy and Ozempic. The company is reshaping its leadership, with the departures of its Head of US Operations and China General Manager, and is refocusing on new drug development and a stock buyback program. UK regulators have issued updated safety warnings on its GLP-1 obesity and diabetes drugs, flagging rare but severe side...

Unfortunately for some shareholders, the WiMi Hologram Cloud Inc. ( NASDAQ:WIMI ) share price has dived 25% in the last...

In early February 2026, analysts at B. Riley and Stifel highlighted Cohu’s exposure to accelerating AI-related demand across HBM, CoWoS, and GPU ecosystems, alongside recovering end markets in Taiwan, automotive, and industrial applications. This cluster of upbeat research attention underscores growing confidence in Cohu’s role in the semiconductor capital equipment chain as AI-related spending plans expand. We’ll now examine how this renewed confidence in AI-driven demand and capital...