U.S. Semiconductors Stock News

Earlier this month, Brink's reported its second quarter 2025 results, highlighted continued share buybacks totaling US$121.4 million in the recent period, and reiterated an active search for acquisitions to expand its addressable market through high-value investments such as in KAL. These updates underscore the company's commitment to both operational performance and capital allocation, reflecting its dual focus on near-term shareholder returns and longer-term business transformation. We’ll...

Hess Midstream LP announced a share repurchase program, entering an agreement with JPMorgan Chase Bank to buy back up to US$70 million of its Class A shares, with initial delivery of 1,136,627 shares and funding sourced from its revolving credit facility; all repurchased shares will be cancelled before final settlement in September 2025. This move indicates management’s willingness to deploy capital to repurchase shares, conveying confidence in Hess Midstream’s future performance and...

ABNB Federal Credit Union recently announced a partnership with Upstart Holdings to expand access to personal loans for qualified consumers via the Upstart Referral Network. This collaboration could broaden Upstart’s distribution channels, making its AI-driven lending platform accessible to a wider pool of potential borrowers through online membership and loan processing. Next, we'll consider how Upstart’s new funding and expanded credit union partnership could influence its future earnings...

Genesis Energy, L.P. recently reported its second-quarter 2025 results, revealing revenue of US$377.35 million and a net loss of US$406,000, with additional presentations at Citi’s Natural Resources Conference in Las Vegas. An interesting highlight is that while quarterly net losses narrowed compared to last year, the first half of 2025 saw a significant shift from profit to a substantial loss on sharply lower revenues. With quarterly losses improving but a wider loss for the first half,...

PagSeguro Digital Ltd. recently reported its second quarter 2025 results, showing revenue of R$5.06 billion and net income of R$536.76 million, both higher than the same period last year. Increased basic earnings per share from continuing operations illustrates solid business performance, with both top- and bottom-line growth over the first half of 2025. We'll examine how robust revenue and income expansion may impact the company’s future growth outlook and investment narrative. Find...

In recent developments, KBR's joint venture HomeSafe Alliance was terminated from the Global Household Goods Contract by U.S. Transportation Command, leading to legal investigations and class action considerations by multiple law firms on behalf of KBR shareholders. This termination raises concerns over KBR's exposure to large government contracts and the associated risks of revenue volatility and legal proceedings. We'll assess how the loss of the HomeSafe Alliance contract and related...

Mueller Water Products recently raised its 2025 consolidated earnings guidance after reporting higher sales and net income for both the third quarter and nine months ended June 30, 2025. The company’s announcement of a completed share repurchase program and a maintained quarterly dividend further reflects a commitment to shareholder returns. We’ll explore how the increased earnings guidance highlights a more optimistic outlook for Mueller Water Products and its investment case. The latest...

Disc Medicine, Inc. reported that its net loss widened to US$55.25 million for the second quarter of 2025, up from US$26.35 million a year earlier, with a basic loss per share of US$1.58 compared to US$1.03 in the prior period. These results mark a substantial increase in spending or reduced revenues over both the recent quarter and first half of the year. We'll take a closer look at what rising net losses mean for Disc Medicine's investment outlook and future financial flexibility. Uncover...

Cirrus Logic reported strong first quarter 2025 results, with sales rising to US$407.27 million and net income increasing to US$60.7 million, and also issued upbeat guidance for the upcoming quarter while announcing additional share repurchases completed under two separate buyback programs. The combination of robust revenue growth, higher earnings, continued share repurchases, and an optimistic outlook signals management’s confidence in the company’s operations and longer-term...

Martin Marietta Materials recently reported second-quarter 2025 results, showing higher sales of US$1.81 billion and increased net income of US$328 million compared to the previous year, and raised its full-year 2025 earnings guidance to expected revenues between US$6.82 billion and US$7.12 billion with net earnings forecast of US$1.10 billion to US$1.19 billion. The company completed a long-running share buyback program amounting to 8,802,350 shares repurchased for US$2.26 billion,...

National Storage Affiliates Trust recently reported its second quarter and first half 2025 results, highlighting US$188.84 million in revenue for the quarter and a quarterly net income increase to US$19.47 million, despite a year-over-year sales decline. The company also revised its full-year 2025 outlook, projecting a 2% to 3% decline in total revenue growth but raising its expected range for diluted earnings per share as compared to its previous guidance. We'll examine how National Storage...

Alliant Energy Corporation recently reported strong second quarter results, with revenue rising to US$961 million and net income doubling to US$174 million from a year earlier, while reaffirming its 2025 consolidated earnings guidance of US$3.15 to US$3.25 per share. This combination of improved profitability and sustained earnings outlook may signal management's confidence in continued demand growth and operational execution. We'll explore how Alliant Energy's reaffirmed full-year guidance...

Staples and Verizon announced in late July the expansion of their partnership, bringing Verizon kiosks with wireless devices and tech consultations to 35 Staples stores in major markets across the US, with locations opening between mid-July and mid-August 2025. This collaboration not only extends Verizon's retail footprint but also merges its connectivity suite with Staples' business services, creating accessible, all-in-one technology destinations for consumers and small businesses. We’ll...

Duolingo reported its second quarter 2025 results on August 6, posting sales of US$252.27 million and net income of US$44.78 million, both higher than the prior year. Notably, Duolingo’s earnings results highlighted ongoing growth in both revenue and profitability, reflecting momentum in its business model and user monetization. We’ll explore how Duolingo’s accelerating sales and earnings growth influence its investment narrative and future outlook. Trump's oil boom is here - pipelines are...

Exponent, Inc. recently reported its second quarter 2025 results, maintained its annual revenue guidance, declared a US$0.30 quarterly dividend, and provided an update on its ongoing share repurchase program through July 4, 2025. Amid modest revenue growth and lower net income for the quarter, the company’s ongoing capital return initiatives highlight a continued focus on shareholder distributions despite a challenging operating landscape. We’ll explore how Exponent’s reaffirmed guidance and...

CNH Industrial recently reported its second quarter 2025 results, revealing that sales fell to US$4.02 billion and net income declined to US$213 million, both down significantly from the prior year; the company also completed its planned share repurchase program during this period, acquiring 14,690,610 shares for US$161.25 million in total. While full-year 2025 guidance was reaffirmed, the substantial year-over-year declines in key financial metrics highlight challenges in CNH Industrial's...

Reliance Industries has scheduled its 48th annual general meeting for August 29, 2025, with August 14, 2025, set as the Record Date for dividend eligibility, following heightened analyst and investor interest ahead of potential company updates. This event has drawn particular attention due to expectations around dividends and the significant role annual meetings play in shaping investor outlook for the coming year. We'll assess how anticipation surrounding the upcoming AGM and dividend...

Earlier in August 2025, Enova International was recognized for consistently surpassing earnings expectations over ten consecutive quarters and receiving upbeat analyst estimate revisions, reflecting strong operational momentum in digital lending. A unique aspect driving attention is Enova's ability to adapt quickly to tightening credit conditions using its AI-powered underwriting platform, which positions the company to capture borrower demand as traditional lenders retreat. We'll explore...

Amplitude, Inc. recently reported its second quarter 2025 earnings, highlighting US$83.27 million in sales and updating revenue guidance for both the third quarter and full year. While sales rose compared to last year, net losses continued and the company reaffirmed expectations for sequential revenue growth in the upcoming quarters. We will explore how this combination of revenue growth and ongoing losses affects the company’s longer-term investment narrative. Find companies with promising...

Earlier this week, Proggio announced a new native integration with monday.com, giving project-driven teams the ability to visualize and manage Monday.com tasks within Proggio’s patented timeline, with features like real-time progress tracking and advanced resource management. This development comes as monday.com reported robust second quarter results, with revenues reaching US$299.01 million and issued an upbeat outlook for both the next quarter and full year, underscoring strong demand and...

Becton, Dickinson and Company recently reported higher third-quarter sales and net income, raised its full-year revenue growth guidance for 2025, and announced a US$35 million investment to expand prefilled flush syringe manufacturing in Nebraska, expected to add around 50 jobs. With new product development in at-home HPV testing and expansions to its U.S. manufacturing footprint, BD appears focused on innovation and strengthening the domestic healthcare supply chain. Let’s examine how BD’s...

Dream Finders Homes recently reported second quarter 2025 earnings, with sales rising to US$1.10 billion and revenue reaching US$1.15 billion, while net income fell to US$56.58 million from the previous year. The company also completed a significant tranche of its share buyback program, repurchasing over 1.28 million shares for US$30.67 million since June 2023. With earnings revealing higher sales but lower profitability, we'll explore what these trends mean for Dream Finders Homes'...

Xenia Hotels & Resorts raised its full-year 2025 earnings guidance in August, projecting net income of US$58 million to US$72 million, well above its earlier forecast, and completed a repurchase of nearly 3 million shares as part of its longstanding buyback plan. The company also reported strong quarterly results, with second-quarter net income and earnings per share increasing significantly year-over-year, indicating improved profitability amid ongoing portfolio enhancements. We’ll now...

Duke Energy Corporation recently announced its second quarter and first half 2025 earnings, reporting sales of US$7.51 billion and net income of US$984 million for the quarter, both higher than the same period last year. This improvement resulted in basic earnings per share rising to US$1.25 for the quarter and US$3 for the first half, reflecting gains in operational efficiency and revenue growth. We'll explore how Duke Energy's stronger sales and earnings growth could shape the company's...