U.S. Semiconductors Stock News

NYSE:CHWY
NYSE:CHWYSpecialty Retail

Is Chewy (CHWY) Pricing Reflect Long Term Potential After Prolonged Share Price Weakness

This article walks through the numbers so you can assess whether Chewy’s share price still reflects what the business is worth, or if sentiment has swung too far, and judge the value for yourself. Chewy’s share price closed at US$27.56, with returns of an 11.2% decline over 7 days, a 14.3% decline over 30 days, a 17.7% decline year to date, a 28.4% decline over 1 year, and 39.9% and 74.3% declines over 3 and 5 years respectively. This raises questions about how the market currently views its...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Singapore Airshow Deals Highlight Long Term Revenue And Valuation Setup

RTX (NYSE:RTX) announced a series of new aerospace partnerships and multi-year service commitments at the Singapore Airshow. Subsidiaries Collins Aerospace, Pratt & Whitney, and Raytheon secured agreements with multiple Asia Pacific airlines and government entities. Pratt & Whitney received a substantial GTF engine order and associated maintenance contract from Vietjet Air. RTX signed memoranda with the Singapore Economic Development Board that include record investment commitments in...
NYSE:APAM
NYSE:APAMCapital Markets

Artisan Partners Asset Management (APAM) Net Margin Improvement Challenges Cautious Earnings Narratives

Artisan Partners Asset Management (APAM) closed FY 2025 with fourth quarter revenue of US$335.5 million and basic EPS of US$1.44, while trailing twelve month revenue came in at about US$1.2 billion with EPS of US$4.43. Over the past year, revenue has moved from US$1.11 billion to roughly US$1.2 billion and EPS has shifted from US$3.66 to US$4.43 on a trailing basis, setting a clear earnings benchmark for investors watching the trend. With net profit margin higher than a year ago and headline...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

What Is Freshworks' (FRSH) Investment Narrative?

To own Freshworks, you must believe the company is successfully evolving from a simple help-desk provider into a sophisticated enterprise AI partner. The core bet is that their "Freddy AI" agents will move beyond hype to become an essential, high-margin revenue engine that makes their software indispensable to large corporations, not just small businesses.
NYSE:YUM
NYSE:YUMHospitality

Will Yum’s Pizza Hut Overhaul and Dividend Hike Reshape Yum! Brands' (YUM) Investment Narrative?

Yum! Brands has reported its fourth-quarter and full-year 2025 results, showing higher revenue and net income versus 2024, while the board approved a 6% increase in the quarterly dividend to US$0.75 per share, payable on March 6, 2026 to shareholders of record on February 20, 2026. Alongside strong contributions from Taco Bell and KFC, management launched a review of Pizza Hut that includes closing 250 underperforming U.S. locations and exploring options such as a potential sale, signaling a...