U.S. Semiconductors Stock News

On August 1, 2025, a proposed class action settlement was reached to resolve litigation over Capital One Financial's 360 Savings account interest rates, with the company denying any wrongdoing and agreeing to a US$425 million settlement for affected account holders. This legal development centers on claims that Capital One paid lower interest rates to some savings customers while marketing newer products with higher rates, spotlighting the ongoing challenges around transparency and product...

In recent weeks, Adobe announced the integration of advanced AI features into its digital experience solutions, with major products like GenStudio and Firefly Services aiming to deliver new monetization opportunities and creative capabilities for customers. The combination of strong analyst sentiment, upward earnings estimate revisions, and increased insider buying reflects growing confidence in Adobe's AI-driven innovation, even as competition intensifies in the creative software...

Vontier Corporation recently reported its second quarter 2025 results, posting US$773.5 million in sales and US$91.9 million in net income, with raised full-year sales guidance and confirmation of continued share buybacks. An important development was subsidiary Teletrac Navman's launch of AI-enabled Smart Dashcams for the Canal & River Trust, highlighting Vontier’s ongoing technology investments in fleet safety. We'll examine how Vontier's raised full-year sales guidance reflects on the...

In recent days, ABM Industries has seen elevated options market activity, with high implied volatility for the October 17, 2025 $22.50 call, as well as analysts slightly raising earnings estimates and maintaining a positive outlook. This combination of heightened options activity and improved analyst sentiment suggests that investors anticipate a significant move or event affecting the company’s prospects. We'll consider how the increased options volatility and positive analyst revisions...

Adaptive Biotechnologies reported its second quarter and first half 2025 results, highlighting sales growth to US$58.88 million for the quarter and a reduced net loss of US$25.61 million, alongside an improved full-year revenue outlook for its MRD business. The company’s decision to raise its revenue guidance for the MRD business after meaningful improvements in both quarterly sales and net loss signals increased management confidence in ongoing business momentum. We'll examine how the...

Reynolds Consumer Products recently reported its second quarter 2025 earnings, showing net income of US$73 million, down from US$97 million a year earlier, and issued guidance indicating that both third quarter and full-year net revenues are expected to decline by low single digits compared to 2024 results. This outlook highlights continued margin and revenue pressures even as the company reiterates its focus on product innovation and operational improvements amid shifting consumer...

Owens Corning recently reported its second-quarter 2025 financial results, with sales rising to US$2,747 million and net income increasing to US$363 million compared to the previous year. An additional highlight was the successful completion of a significant share buyback program, with nearly 6 million shares repurchased since December 2022, further impacting the company’s capital structure. We'll explore how Owens Corning's strong quarterly earnings underline its operational momentum and...

Smurfit Westrock reported second quarter 2025 earnings, showing sales of US$7.94 billion and a net loss of US$28 million, with the board also affirming a quarterly dividend of US$0.4308 per share. The sharp jump in sales reflects the impact of the recent merger, while enduring a quarterly loss suggests integration and cost challenges were still present during the period. We'll explore how the company's decision to maintain its dividend amid a quarterly net loss influences the longer-term...

Southern Energy S.A. announced it has reached final investment decision for the 20-year charter of Golar LNG’s 3.5MTPA MK II FLNG unit, with an expected annual net charter hire of US$400 million plus a commodity-linked tariff, set to commence operations in Argentina around 2028. This charter adds substantial, highly visible long-term revenue, and marks a significant step in establishing Argentina as a new LNG export hub involving leading local industry partners. We'll explore how securing a...

In late July 2025, Matson, Inc. reported its second quarter earnings, raised its full-year guidance, and announced the completion of a significant tranche under its ongoing share buyback program, having repurchased 860,000 shares worth US$92.73 million. Management's willingness to boost full-year earnings expectations and execute share repurchases highlights confidence in performance, even as the company anticipates softened freight rates and volumes in upcoming quarters. We’ll explore how...

On August 5, 2025, News Corporation reported fourth quarter results with revenue of US$2.11 billion and net income of US$743 million, alongside the launch announcement of The California Post by New York Post Media Group. The California Post aims to strengthen News Corp’s national media reach, tapping into California’s large digital audience and growing interest in locally relevant reporting. We'll assess how News Corp’s significant increase in earnings and new media expansion could shape its...

Marqeta, Inc. recently reported second quarter 2025 results, with quarterly sales reaching US$150.39 million, up from US$125.27 million a year earlier, while moving from a net income of US$119.11 million last year to a small net loss of US$647,000. The company also raised its full-year 2025 revenue growth outlook following strong transaction volume growth across core lending and expense management verticals, despite some macroeconomic uncertainties. We’ll now explore how Marqeta’s upgraded...

PTC Therapeutics, Inc. reported its second quarter and six-month earnings for the period ended June 30, 2025, showing a decrease in quarterly revenue to US$178.88 million and a reduction in net loss to US$64.85 million compared to the previous year. For the first half of 2025, the company posted a very large improvement, moving from a net loss to net income of US$801.71 million and reporting basic earnings per share of US$10.22 from continuing operations. We'll explore how the significant...

Pagaya Technologies reported strong second quarter 2025 results, with revenue of US$326.4 million and net income of US$16.66 million, reversing a significant loss from the previous year, and raised both third-quarter and full-year earnings guidance. This shift from loss to profitability and the company's increased confidence in future revenue and net income reflect continued momentum and operational progress in its AI-driven financial services platform. We'll examine how Pagaya's transition...

CarGurus, Inc. recently reported second quarter earnings, including US$222 million in sales and net income of US$22.34 million, and announced plans to wind down its CarOffer unit due to evolving dealer needs and market volatility. The company also expanded its share repurchase authorization by US$150 million, raising the total plan to US$350 million, signaling management’s confidence in future performance and capital allocation priorities. We'll examine how CarGurus' decision to wind down...

In the past week, Quaker Chemical Corporation reported second quarter results, posting sales of US$483.4 million and a net loss of US$66.58 million, primarily due to an US$88.8 million goodwill impairment charge in its EMEA segment. Despite a dividend increase and completing a share repurchase program, Quaker Chemical's results reflected ongoing economic headwinds and a significant decline in profitability compared to last year. We'll explore how the goodwill impairment and weak earnings...

Apple and Corning recently announced an expansion of their partnership, with Apple committing US$2.5 billion to produce all iPhone and Apple Watch cover glass at Corning's Harrodsburg, Kentucky facility, making it the sole global supplier of this glass. This move marks the first time all iPhone and Apple Watch cover glass will be manufactured entirely in the U.S., and includes the creation of the world's largest smartphone glass production line along with a dedicated innovation center for...

On August 5, 2025, Bristow Group Inc. reported half-year sales of US$376.43 million and net income of US$31.75 million, while updating its revenue projections for 2025 and 2026 to US$1.46–1.56 billion and US$1.62–1.74 billion, respectively. This combination of updated financial results and new forward-looking guidance provides a clearer view of Bristow’s performance trajectory and management’s expectations for sustained growth. We’ll examine how Bristow’s upgraded revenue forecasts for the...

Earlier this month, CCC Intelligent Solutions Holdings completed a follow-on equity offering of 30,000,000 shares, raising approximately US$296.7 million and expanding its capital base. This move coincided with an expansion of CCC’s integration with Elitek Vehicle Services, enabling automated documentation of onsite mobile services for collision repair customers and supporting digital transformation in repair management. We'll explore how the recent equity raise and deeper Elitek integration...

Rigetti Computing reported its Q2 2025 results on August 12, revealing quarterly sales of US$1.8 million and a net loss of US$39.65 million, both weaker than the prior year. While financial performance faced pressure, management emphasized continued advances in quantum hardware and developing partnerships as key areas of long-term focus. We’ll examine how Rigetti’s ongoing investments in quantum technology innovation shape the company’s investment narrative following these quarterly...

On August 6, 2025, Power Integrations announced a US$0.21 per share dividend and reported second-quarter revenue of US$115.85 million, up from US$106.2 million a year earlier, while providing guidance for third-quarter revenues of US$118 million, plus or minus US$5 million. Despite higher revenues and ongoing share repurchases, the company continues to face headwinds from tariffs and slower bookings, especially in the appliance segment, even as it expresses optimism about long-term growth...

Capri Holdings Limited recently reported its first quarter results for fiscal 2026, posting net income of US$53 million on sales of US$797 million, a return to profitability compared to a loss a year ago, and issued new revenue and earnings guidance for the next quarter and full year. Shortly after, Capri Holdings also filed a US$52.1 million shelf registration for 2.5 million ordinary shares in an ESOP-related offering, suggesting a focus on employee engagement and potential changes to its...

Earlier today, Lululemon Inc. experienced a Power Inflow event, a key trading signal interpreted as institutional buying activity and heightened investor interest in the stock. This surge in trading volume is considered a bullish indicator by market participants, reflecting strong involvement from 'smart money' and potentially amplifying momentum in Lululemon shares. We'll examine how this signal of institutional accumulation could reshape Lululemon's investment narrative, with a focus on...

Edgewell Personal Care recently reported third quarter results showing sales of US$627.2 million and net income of US$29.1 million, and lowered its full-year guidance, now anticipating a 1.3% decline in organic net sales and GAAP EPS of about US$1.73. Despite ongoing share buybacks and a maintained quarterly dividend, management’s move to cut outlook highlights near-term operational challenges facing the company. We'll explore how Edgewell’s reduced full-year outlook affects the company's...