U.S. Semiconductors Stock News

Service Corporation International announced in the past week that it delivered increased second-quarter sales and net income, reaffirmed annual earnings guidance, approved a quarterly cash dividend of US$0.32 per share, and reported the completion of another tranche in its longstanding share buyback program. Alongside strong earnings, the company’s continued commitment to shareholder returns through dividends and significant share repurchases highlights confidence in its financial position...

Autohome recently announced its second quarter 2025 earnings, reporting sales of CNY 746.14 million, revenue of CNY 1.76 billion, and net income of CNY 398.87 million, along with the completion of a share buyback totaling 5,349,886 shares under its previously announced program. The combination of improved year-over-year sales and a substantial share repurchase underscores management's focus on operational performance and capital returns for shareholders, despite revenue and net income...

Earlier this month, Turning Point Brands reported that quarterly revenue and earnings both exceeded analyst expectations, driven by a very large increase in Modern Oral segment sales and a boost to full-year Modern Oral sales guidance to between US$100.0 million and US$110.0 million. Modern Oral products now account for more than a quarter of company revenue, and recent updates suggest heightened confidence in future profit potential and diversification. With Modern Oral sales surpassing...

Liberty Live Group recently announced its second-quarter 2025 results, reporting a net loss of US$178 million compared to net income of US$134 million in the same period last year. This substantial turnaround marks a notable change in the company’s financial performance and may prompt questions about the underlying drivers of this shift. We'll explore how this move from profit to loss may affect Liberty Live Group's investment narrative and long-term positioning. We've found 20 US stocks...

In August 2025, Fidelity National Information Services reported second quarter revenue of US$2.62 billion and announced a partnership with Circle to enable financial institutions to transact in USDC, while also raising its full-year 2025 revenue outlook and continuing its share repurchase program. A unique aspect is the company's simultaneous push into digital asset payments and AI solutions, positioning it to support both traditional and emerging financial services clients. We will assess...

In the past week, Amgen Inc. reported strong second-quarter 2025 results with US$9.18 billion in revenue and US$1.43 billion in net income, alongside an increased full-year guidance and a US$2.38 per share dividend declaration for Q3 2025. An interesting development is Amgen's decision not to repurchase additional shares this past quarter, having already completed a very large buyback program totaling over US$60.59 billion since 2011. We’ll examine how Amgen’s upbeat quarterly earnings...

In August 2025, Sarepta Therapeutics reported a sharp year-over-year rise in quarterly revenue to US$611.09 million, alongside a significant swing to US$196.89 million in net income, while also facing a class action lawsuit and regulatory scrutiny after multiple deaths linked to its gene therapy ELEVIDYS led to trial halts and paused shipments for certain patients. The company announced a major operational restructuring and the inclusion of a black box warning for acute liver injury on...

Federated Hermes, Inc. reported second-quarter 2025 earnings with revenue rising to US$424.84 million and net income increasing to US$91 million, alongside a new share repurchase program authorization of up to 5 million shares and affirmation of a US$0.34 quarterly dividend. The company’s strong earnings growth and expanded buyback signals management’s focus on shareholder returns and reflects confidence in its financial position. We will explore how Federated Hermes’ robust quarterly profit...

Seadrill Limited recently reported its second quarter 2025 results, showing quarterly sales of US$296 million and a net loss of US$42 million, compared to net income of US$253 million a year earlier, alongside new contract awards for the West Vela and Sevan Louisiana rigs in the U.S. Gulf. An increase in Seadrill’s order backlog to approximately US$2.5 billion highlights solid future work visibility, as management points to a disciplined contracting approach and confidence in delivering...

Novanta Inc. recently reported its second quarter 2025 financial results, which included a 2% increase in GAAP revenue to US$241.05 million and a GAAP net income of US$4.5 million, along with confirmation of guidance for continued revenue growth and a focus on acquisitions. Management emphasized a strong acquisition pipeline, ongoing outperformance of the Kion Technologies acquisition, and plans to further pursue larger, high-growth opportunities in medical and robotics markets as...

In late July 2025, Modine Manufacturing announced a raised fiscal 2026 earnings outlook and committed US$100 million to expand U.S. manufacturing capacity for its Airedale by Modine data center cooling products, responding to a surge in demand from hyperscale and colocation data center customers. This expansion highlights Modine's increasing focus on AI-driven data center cooling solutions and its efforts to capitalize on the growing digital infrastructure market. We'll now assess how...

In August 2025, Agilent Technologies introduced three new Dako Omnis instruments, the 110, 165, and 165 Duo, expanding its solutions for pathology labs of all sizes with tailored, scalable staining systems. This launch marks a shift from a single-solution approach to a flexible, portfolio-based offering that allows laboratories to customize workflows based on specific volume and diagnostic needs. We'll explore how this expanded Dako Omnis product line could shape Agilent Technologies' future...

In the past week, Chewy saw increased investor optimism amid analyst projections of a significant rise in its upcoming earnings per share compared to the same period last year. This heightened confidence is reflected in Chewy's premium valuation relative to industry averages, highlighting the market's positive outlook on its earnings potential. We'll explore how growing anticipation for Chewy's earnings growth may influence its ongoing efforts to expand gross margins and innovation. AI is...

DigitalBridge Group, Inc. announced its second quarter 2025 earnings, reporting negative revenue of US$3.21 million and net income of US$31.62 million, both declining from the prior year, alongside the affirmation of a US$0.01 quarterly dividend. This marks a period of significant operational changes for the company as it intensifies its focus on transitioning into a leading global investment manager in digital infrastructure assets. We'll examine how this sharp year-over-year revenue drop...

Eastman Chemical Company reported second-quarter 2025 results, showing a decrease in sales to US$2.29 billion and net income to US$140 million compared to the same period a year earlier, alongside an affirmed quarterly cash dividend of US$0.83 per share payable on October 7, 2025. In addition, the company completed a buyback tranche, having repurchased over 32.17 million shares since 2018, suggesting ongoing commitment to shareholder returns even as financial results showed year-over-year...

89bio, Inc. recently announced its second quarter 2025 earnings results, reporting a net loss of US$111.5 million and providing updates on its late-stage clinical programs for pegozafermin targeting MASH and severe hypertriglyceridemia. An important development is the company’s alignment with the FDA and EMA for accelerated approval pathways and ongoing progress in scaling up commercial production capacity. We’ll explore how updates on pegozafermin’s clinical trial timelines and regulatory...

Earlier this month, Unstructured announced its participation in Palantir Technologies’ FedStart program, designed to expedite FedRAMP High and IL-5 compliance for government data solutions, while Palantir posted strong second-quarter earnings and significantly raised its full-year revenue guidance. This collaboration highlights Palantir’s expanding influence in secure, AI-enabled government projects, with momentum further underscored by rapid revenue growth and ambitious financial...

Earlier this month, Kyndryl Holdings reported flat quarterly revenues that missed analyst expectations, leading to investor concerns despite a significant rise in net income to US$56 million for the first quarter of fiscal 2026. This news coincided with the announcement of expanded partnerships in artificial intelligence and private cloud solutions, including a broadened alliance with HPE and a new collaboration with Nova Intelligence, highlighting Kyndryl’s ongoing efforts to modernize...

Arm Holdings reported its financial results for the first quarter ended June 30, 2025, showing revenue of US$1.05 billion, up from US$939 million a year ago, but net income decreased to US$130 million from US$223 million in the prior year. While Arm raised its earnings guidance for the next quarter, the updated revenue forecast aligned with, rather than exceeded, analyst expectations despite ongoing enthusiasm for artificial intelligence and the CPU sector. We’ll explore how Arm’s new...

Tutor Perini Corporation recently reported second quarter 2025 results, delivering US$1.37 billion in sales and US$19.97 million in net income, a substantial increase from the same period a year earlier, and raised its full-year earnings guidance for a second time. Record operating cash flow and a doubling of the backlog to US$21.1 billion have reinforced visibility into future revenue, driven by major civil and building projects and a selective, higher-margin bidding approach. We’ll look at...

CompoSecure reported record second quarter 2025 financial results, with net sales of US$119.6 million, surpassing analyst estimates, alongside the launch of major card programs including Chase Sapphire Reserve and the Coinbase One Card. An important insight is that the company raised its full-year 2025 outlook and highlighted operational efficiencies from its CompoSecure Operating System, positioning for margin improvements and ongoing growth opportunities. We'll explore how the strong...

Grocery Outlet Holding Corp. recently reported its second quarter 2025 earnings, revealing sales of US$1.18 billion and net income of US$4.96 million, along with a revised full-year guidance that raised adjusted EPS expectations due to favorable interest expense and operational efficiencies. Despite a quarterly decline in net income and earnings per share, the company's reaffirmed sales guidance, improved operational performance, and focus on new store openings highlight management's efforts...

LivaNova PLC recently reported second-quarter 2025 results with revenue of US$352.52 million and net income of US$27.16 million, outperforming forecasts and raising its full-year revenue and earnings guidance. Progress in cardiopulmonary and neuromodulation businesses, including positive long-term clinical results and new steps toward expanded Medicare coverage for VNS therapy in depression, highlights both commercial and regulatory momentum. To understand how these strong financial results...

Ultra Clean Holdings recently announced key executive appointments, naming James Xiao as Chief Executive Officer effective September 2, 2025, and Chris Cook as Chief Business Officer, amid new earnings guidance for the third quarter of 2025 and ongoing operational changes. This leadership transition comes at a time of ongoing profitability challenges and signals a potential shift in strategic focus toward leveraging industry expertise to catalyze operational improvements and growth. We'll...