U.S. Semiconductors Stock News

KKR (NYSE:KKR) has agreed to acquire Arctos Partners, moving directly into investments in professional sports franchises. The firm plans to create a new unit called KKR Solutions, with Arctos forming a key part of this expanded platform. Separately, KKR has agreed to acquire a majority stake in ST Telemedia Global Data Centres, one of Asia's largest data center operators. The ST Telemedia Global Data Centres deal is described as KKR's largest infrastructure investment in Asia Pacific. For...

Seagate Technology Holdings recently reported second-quarter 2026 results showing higher sales and net income than a year earlier, affirmed a quarterly US$0.74 dividend, completed a multi-year US$5.37 billion share buyback, and filed a US$6.63 billion shelf registration for ordinary shares tied to employee stock plans. Together with fresh revenue guidance for the third quarter of 2026 and ongoing AI-related demand for its nearline and HAMR drives, these actions highlight how Seagate is...

Streamex Corp. recently appointed Anthony Marciano, Clinical Professor of Finance at NYU Stern and former senior Wall Street banker, as an independent director to its Board, adding deep expertise in corporate finance, mergers and acquisitions, and capital markets. Marciano’s combination of academic influence and high-level investment banking experience may reinforce Streamex’s governance credentials as it expands its tokenization and capital markets initiatives. Next, we will examine how...

Why GSBR-1290’s phase 2 progress matters for Structure Therapeutics (GPCR) Structure Therapeutics (GPCR) is back in focus as its oral obesity candidate GSBR-1290 advances through phase 2 trials. This is a key clinical stage that can materially influence sentiment around the company’s pipeline and valuation. See our latest analysis for Structure Therapeutics. At a share price of US$74.92, Structure Therapeutics has had a mixed short term pattern, with a 1 day share price return of 2.34% but a...

In late January 2026, Tetra Tech reported first-quarter fiscal 2026 results showing US$1,210.66 million in sales and US$105.03 million in net income, raised its full-year net revenue guidance to US$4.15–4.30 billion, affirmed a higher quarterly dividend, and completed a US$356.11 million share repurchase program, while also expanding its water and clean energy client footprint through agreements with United Utilities and Westinghouse. These developments highlight how Tetra Tech is pairing...

If you are wondering whether STERIS is priced fairly at around US$252 per share, you are not alone; many investors are asking whether the current tag matches the underlying business. The stock has had a mixed run recently, with a 4% decline over the last week, a 1.8% decline over the last month, but returns of 0.8% year to date, 14.1% over 1 year, 34.6% over 3 years and 44.3% over 5 years. Recent news coverage has focused on STERIS as a key player in healthcare equipment and services, which...

Tyler Technologies recently announced a new share repurchase program authorizing up to US$1.00 billion of its Class A common stock, with no fixed expiration date, alongside a definitive agreement to acquire digital court‑recording specialist For The Record for about US$212.5 million in cash. Together, the sizeable buyback authorization and the acquisition of AI‑enabled courtroom transcription capabilities underscore Tyler’s focus on capital return while deepening its courts and justice...

FuboTV (NYSE:FUBO) reports Q4 revenue that comes in above its own expectations. The company highlights progress on a planned Hulu Live integration to broaden content access for subscribers. Management addresses an ongoing dispute with NBCUniversal while emphasizing continuity of its service. FuboTV adopts new monetization approaches using Disney's ad platform to refine its advertising business. FuboTV operates in the crowded live TV streaming market, where viewers are trading traditional...

In early February 2026, Accenture plc filed a shelf registration for an employee share offering of 8,000,000 Class A ordinary shares, while its Federal Services arm was recently chosen to support the U.S. Department of Veterans Affairs’ multi‑year Electronic Health Record Modernization program. This combination of a large federal healthcare modernization mandate and expanded employee share capacity highlights Accenture’s focus on long-term digital and AI transformation work with major...

Hydrorich Cream launch and why Honest Company (HNST) is back on investors’ radars Honest Company (HNST) just expanded its skincare lineup with Hydrorich Cream, a new moisturizer aimed at dry and extra dry skin, and investors are asking what this means for the stock. See our latest analysis for Honest Company. Hydrorich Cream arrives at a time when Honest Company’s short term trading has been choppy, with a 7 day share price return of 7.29% decline and a 30 day share price return of 11.24%...

Board appointment and Israel partnership draw fresh attention to GlobalFoundries stock GlobalFoundries (GFS) is back in focus after a new partnership with Telsys in Israel and the appointment of Mubadala executive Samer Halawa to its Board and Strategy & Investment Committee. See our latest analysis for GlobalFoundries. The Telsys agreement and new board appointment arrive after a 23.95% 90 day share price return and a 16.38% year to date share price return, while the 3 year total shareholder...

Exponent, Inc. recently reported fourth-quarter 2025 results showing year-on-year growth in sales and revenue, modestly higher earnings per share, and full-year 2025 revenue of US$582.01 million alongside a slightly lower annual net income of US$106.01 million. The company paired this earnings beat with guidance for high-single-digit revenue growth in 2026, an increased quarterly dividend to US$0.31 per share, and emphasis on demand tied to artificial intelligence, user research, and risk...

Wondering if Forestar Group at around US$29.27 is offering genuine value or if the easy gains are already behind it? This article walks through the key numbers so you can judge the price with more confidence. The stock has delivered returns of 12.5% over 7 days, 6.8% over 30 days, 20.4% year to date, 27.8% over 1 year and a very large 3 year gain. This naturally raises questions about how much of the good news might already be reflected in the share price. Recent price moves are set against...

Why Rockwell Automation’s latest earnings matter for shareholders Rockwell Automation (ROK) just reported a fiscal first quarter with double digit year over year revenue growth, higher margins, and earnings ahead of expectations, along with a higher full year earnings outlook. The company also reaffirmed its sales target of US$8.8b for fiscal 2026, raised its guidance range for diluted EPS, and pointed to ongoing strength in its Intelligent Devices and Software & Control segments. See our...

Apollo Global Management recently drew attention ahead of its Feb. 9 earnings release, as it highlighted record fee-related and spread-related earnings supported by strong assets under management and origination activity. The company’s projection of very strong growth in both fee-related and spread-related earnings through at least 2026 has sharpened focus on how its alternative credit and retirement services platform may reshape longer-term profit drivers. We’ll now examine how Apollo’s...

If you are wondering whether Monster Beverage's current share price really reflects what you are getting for your money, you are not alone. This article is written with that question front and center. The stock last closed at US$82.54, with reported returns of 2.2% over 7 days, 6.7% over 30 days, 8.4% year to date, 77.2% over 1 year and 80.0% over 5 years. This naturally raises questions about how the present price lines up with underlying value. Recent news coverage around Monster Beverage...

Littelfuse, Inc. reported fourth-quarter 2025 sales of US$593.93 million with a net loss of US$242.14 million, and issued first-quarter 2026 net sales guidance of US$625 million to US$645 million while affirming a US$0.75 per-share cash dividend payable on March 5, 2026. Despite reporting a full-year 2025 net loss, the company highlighted robust demand in data center, grid, and utility infrastructure markets as key business drivers. Next, we will examine how Littelfuse’s strong demand in...

Dole plc announced it will begin filing using U.S. domestic issuer forms while keeping its foreign private issuer status. The company plans to transition its filings going forward to align more closely with U.S. reporting practices. This change is intended to increase comparability with U.S. public companies and may affect index eligibility. Dole (NYSE:DOLE) is making a reporting shift that could matter if you follow U.S. equities closely. By choosing domestic issuer forms while retaining...

Why Trimble’s latest earnings and dealer news matter for shareholders Trimble (TRMB) recently reported Q3 2025 results that were ahead of expectations, with strong revenue and record annualized recurring revenue, and raised its full year 2025 outlook under the Connect & Scale strategy. At the same time, the company named West Side Tractor Sales Co. as the newest Trimble Technology Outlet, expanding direct access to its construction technology for John Deere earthmoving equipment users across...

IQVIA Holdings (IQV) is back in focus after its latest earnings report, where solid fourth quarter revenue and an earnings beat met softer profit guidance for 2026, shifting the market’s attention toward future profitability. See our latest analysis for IQVIA Holdings. That cautious 2026 profit outlook has fed into IQVIA Holdings' share price performance, with a 7 day share price return of 18.54% and a 30 day share price return of 22.66%, while the 1 year total shareholder return of 9.92% and...

Extreme Networks (EXTR) is in focus after launching a suite of E-Rate eligible networking solutions for K 12 schools and libraries, anchored by its AI powered Extreme Platform ONE, an all in one networking platform. See our latest analysis for Extreme Networks. At a share price of US$15.24, Extreme Networks has recorded a 4.53% share price return over the past 7 days. Its 90 day share price return shows a 14.91% decline, and its 1 year total shareholder return shows a 0.97% decline,...

NIO (NYSE:NIO) expects to report its first quarterly adjusted operating profit in Q4 2025, marking a major shift after years of losses. The company reports record monthly and quarterly deliveries, including a 96% year over year delivery increase in January 2026. Management links the profit milestone to stronger sales, better vehicle margins, and cost reduction efforts across the business. NIO, trading at around $5.04 per share, sits at an interesting point in its story, with the stock up...

Macy’s has accelerated its restructuring by closing a major fulfillment center in Owasso, Oklahoma, and moving ahead with most of 14 planned store closures, affecting hundreds of jobs as it streamlines its supply chain and store base. These steps, part of a broader transformation plan, raise fresh questions about how Macy’s will balance reinvestment needs with its ongoing dividend payments to shareholders. We’ll now look at how accelerated store closures and supply-chain changes may reshape...

In late January, BioDlink announced the successful go-live of Veeva QMS, a cloud-based quality management system supporting four core GMP-related processes and laying the groundwork for additional modules across risk, audit, and supplier oversight. At the same time, Veeva’s expanding footprint in AI-enabled tools such as Link Key People and its role in life sciences digitalization are drawing attention amid broader concerns about how artificial intelligence could reshape specialized...