U.S. Semiconductors Stock News

AXT, Inc. (NasdaqGS:AXTI) has entered a long term supplier agreement with Lumentum Operations for indium phosphide wafer substrates. Under the agreement, AXT has multi year supply commitments and capacity reservations. Lumentum is providing significant initial and follow on deposits as part of the arrangement. AXT enters this agreement with Lumentum while its stock trades at $46.94. The share price is up very sharply over the past year and has also recorded a very large gain over the past...

Labcorp Holdings stock has delivered a 52.0% return over the past three years, yet the valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a 44.1% discount while earnings based multiples screen as expensive. Over the last three years, Labcorp Holdings has returned 52.0%, which puts extra focus on whether the current price leaves enough room for further upside. The launch of the Marker by Labcorp Genetic Health Panel...

Romance fiction is pulling in fresh money and attention, with UK romance novel revenue at £69mn in 2024 and strong support from US readers, while many other book categories face pressure. That shift in demand is now touching listed media and publishing stocks, from traditional book groups to content driven media platforms. Investors are watching how BookTok trends, streaming adaptations such as Netflix’s “Bridgerton”, and the focus on romance as a publishing growth driver might influence...

In the second quarter of 2026, Vicor Corporation reported revenue of US$143.35 million and net income of US$49.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with the same period a year earlier. Over the first half of 2026, Vicor’s revenue and earnings growth, alongside higher analyst earnings estimates and supportive technical patterns, have reinforced investor attention on how its business is progressing. Next, we’ll assess how...

Coinbase Global has delivered an 80.3% gain over the past 3 years, yet the stock now carries a low value score and screens as expensive on market multiples, which raises questions about how much of its growth story is already in the price. Over 3 years the share price is up 80.3%, which means recent long term holders have already seen a strong payoff from Coinbase Global. Plans to become an "Everything Exchange" in markets like Canada, along with growing activity around tokenized assets and...

Pool Corporation recently reported past second-quarter 2026 results showing sales of US$1,822.94 million and net income of US$188.09 million, while its Board approved a US$1.30 per share quarterly dividend payable on August 27, 2026 to shareholders of record on August 13, 2026. Alongside modest year-over-year earnings pressure, Pool continued its long-running capital return program by repurchasing 109,913 shares in the quarter and completing a US$2.54 billion buyback launched in 2012,...

First Solar released its 2026 Corporate Responsibility Report, outlining progress on domestic manufacturing expansion and R&D investment. The report highlights First Solar’s end to end control of its US based production and supply chain transparency. It also details sizable US capital spending and job creation as the company responds to heavily subsidized overseas competitors. First Solar, traded as NasdaqGS:FSLR, is using this new report to explain how its US focused manufacturing...

Bank OZK has reported past results for the second quarter and first half of 2026, with Q2 net interest income at US$392.15 million versus US$396.75 million a year earlier and net income at US$167.37 million compared with US$182.98 million. Despite slightly higher six-month net interest income of US$777.71 million, lower net income and earnings per share highlight pressure on profitability relative to the prior year. Next, we will examine how the softer year-on-year earnings and...

CS PowerTech Inc., a subsidiary of Canadian Solar, recently opened the first phase of its flagship PV cell manufacturing facility in Jeffersonville, Indiana, which at full capacity is expected to produce over 6 GWp annually, support more than 1,200 skilled jobs, and represent nearly US$1 billion of local investment. This facility, the first in the U.S. designed for heterojunction bifacial N-type solar cells and paired with Canadian Solar’s Mesquite, Texas module plant, creates a more...

A Canadian court has certified a consumer protection and competition class action lawsuit against Intuit, focused on allegations that TurboTax was advertised as free for many users. Intuit, ticker NasdaqGS:INTU, is also partnering with College Board to support a nationwide AP Business with Personal Finance course that will offer free financial literacy resources to high school students. Intuit operates a broad platform of tax, accounting, and personal finance tools that sits at the...

Alkami Technology stock is barely blinking after earnings, trading around US$17.68 and off only 0.7% on the day. The price action looks calm for a company that just put a very clear issue on the table. Revenue is growing and annual recurring revenue stands at US$512m, yet the business is still producing quarterly net losses and relies on adjusted EBITDA to show operating progress. The emotional tug of strong software growth is clashing with the financial reality that Alkami remains in...

Xenia Hotels & Resorts, Inc. recently reported second-quarter 2026 results showing higher revenue of US$166.67 million but a swing to a US$19.34 million net loss, and it cut full-year guidance to a range spanning a US$6 million net loss to US$6 million net income, citing macroeconomic uncertainty. The company’s updated outlook, which now allows for a full-year loss despite year-on-year revenue growth, highlights pressure on profitability and the limits of management’s forecasting...

Used car dealers are suddenly at the center of the electric vehicle story. In 2026, used EV prices are rising even as new EV sales are down 28% and used EV sales are up 20%. High gasoline prices linked to the Iran war and the end of federal tax credits are pushing more buyers toward pre owned electric models, especially at the lower end of the market. That shift affects margins, inventory risk, and pricing power for auto retail stocks. This article looks at three stocks exposed to these...

Calumet (CLMT) has caught investor attention after a strong run relative to the wider Oils Energy sector, supported by higher full year earnings estimates and renewed interest in its specialty products and renewable fuels business. See our latest analysis for Calumet. The recent move in Calumet’s share price to $43.75, along with a 30 day share price return of 20.09% and year to date share price return of 123.79%, sits alongside a very large 5 year total shareholder return of about 7x. This...

Annaly Capital Management, Inc. reported a sharp jump in profitability for the quarter and six months ended June 30, 2026, with net income rising to US$822.67 million for the quarter and US$1.11 billions year-to-date, and basic earnings per share from continuing operations increasing to US$1.06 and US$1.40 respectively. This profit surge has coincided with a more favorable analyst rating that highlights improved earnings prospects, underscoring how recent performance is influencing...

Stubborn inflation, louder Fed talk about interest rate hikes and higher energy costs linked to new geopolitical risks are pushing investors to rethink how they use dividend stocks. Reliable dividend payers with solid balance sheets can sometimes help offset inflation pressure, although they are not a cure all. This article looks at 3 stocks from an Inflation-Resistant Dividend Stocks screener that appear closely tied to the latest policy and inflation headlines. You will see how each stock...

Klarna AB recently became the leasing provider behind Apple’s new Upgrade program in the United States, offering 12–36 month leasing options on eligible iPhone, Mac, iPad and Apple Watch devices with seamless application and management through Apple’s channels and the Klarna app. This partnership gives Klarna deeper access to Apple’s extensive U.S. customer base and embeds its financing solutions directly into one of the most widely used hardware ecosystems. We’ll now examine how Klarna’s...

Hess Midstream LP recently declared a quarterly cash distribution of US$0.7888 per Class A share for the June 30, 2026 quarter, up US$0.0096 from the prior quarter and payable on August 14, 2026 to shareholders of record as of August 6, 2026. This higher payout highlights management’s continued emphasis on returning cash to investors and may be read as a signal of confidence in the partnership’s underlying cash generation. We’ll now examine how this increased quarterly cash distribution fits...

HubSpot stock has rebounded sharply in the short term, yet the longer term share price record and a low value score suggest the current valuation may still be demanding for new investors. Over the past 5 years, HubSpot shareholders have seen the share price decline 64.7%, which raises questions about how much of the business opportunity is already reflected in today’s price. The recent launch of Agent Hub and Agent Builder can support confidence in HubSpot’s role in AI powered customer...

Ollie's Bargain Outlet Holdings has had a difficult run for shareholders over the past year, yet the valuation picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock trades below that level while market based multiples point the other way. The share price is down 46.8% over the past year, which raises the question of whether the current level already reflects weaker expectations. Future cash flow growth from the discount retail format can support...

W. R. Berkley (WRB) has drawn fresh attention after reporting second quarter 2026 revenue of US$3,716.12 million and net income of US$452.26 million, with earnings per share higher than a year earlier. See our latest analysis for W. R. Berkley. At a share price of US$73.38, W. R. Berkley has seen its 30 day share price return of 4.04% and 90 day share price return of 10.55% supported by recent earnings and ongoing buybacks, while a 5 year total shareholder return of 156.02% points to...

Huntington Bancshares’ latest quarterly report showed higher net interest income of US$2,052 million and net income of US$727 million, alongside increased net charge-offs of US$119 million and an unchanged US$0.155 common dividend, with preferred dividends declared across multiple series. These results highlight a contrast between stronger core earnings and rising credit costs, as the bank continues to return capital via dividends and a completed US$50 million share repurchase. We’ll now...

Last week, you might have seen that Titan America SA ( NYSE:TTAM ) released its quarterly result to the market. The...

What triggered the latest move in Envista Holdings stock Envista Holdings (NVST) shares moved 5.2% higher after investors focused on the company’s upcoming Q2 2026 results, due on August 5, and on expectations for revenue and earnings performance. See our latest analysis for Envista Holdings. That 5.2% single day move comes on top of a stronger recent trend for Envista Holdings, with a 7 day share price return of 6.15% and a year to date share price return of 28.08%. The 1 year total...