U.S. Semiconductors Stock News

NYSE:NRP
NYSE:NRPOil and Gas

The Bull Case For Natural Resource Partners (NRP) Could Change Following Weaker 2025 Results And Special Payout

Natural Resource Partners L.P. recently reported fourth-quarter and full-year 2025 results showing year-over-year declines in revenue and net income, and its board declared a special cash distribution of US$0.12 per common unit to be paid on March 17, 2026, to unitholders of record on March 10, 2026. The combination of softer earnings and a one-time cash payout highlights how the partnership is balancing current income returns to unitholders with a period of lower operating results. Next,...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

WesBanco (WSBC) Valuation Check As South Florida Commercial Expansion Gains Pace

WesBanco (WSBC) has moved to expand its commercial banking presence into South Florida, entering Palm Beach and Broward counties with a newly hired regional team led by veteran banker Eddy Rodriguez. See our latest analysis for WesBanco. At a share price of US$33.15, WesBanco has recently seen a 30 day share price return decline of 10.72% and a 90 day share price return decline of 5.20%. However, its 1 year total shareholder return of 12.26% suggests that, over a longer window, investors who...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

PENN Entertainment Hotel Expansion Tests Value Of Brick And Mortar Investments

PENN Entertainment (NasdaqGS:PENN) plans a major expansion at Hollywood Casino Columbus with a new 203 room hotel tower. The upscale hotel is scheduled to open in June 2026 as part of a broader upgrade to the property. The project includes an expanded high limit table games room and is expected to create new local jobs. PENN Entertainment, which runs casinos, retail sportsbooks and online gaming platforms, is adding more hospitality capacity at one of its key Ohio properties. For investors...
NYSE:OLN
NYSE:OLNChemicals

Assessing Olin’s (OLN) Valuation After Full-Year Results And Recent Share Price Rebound

Why Olin is on investors’ radar today Olin (OLN) is drawing attention after publishing full-year figures that combine revenue of $6,780.8 million, a net income loss of $100.5 million, and annual revenue and net income growth rates of 2.24% and 83.97%, respectively. See our latest analysis for Olin. The full year update comes as Olin’s share price has moved sharply in the short term, with a 9.42% 1 day share price return and a 20.70% year to date share price return, while there has been a...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Deepens Full Stack AI Role With Nebius And Palantir Deals

NVIDIA (NasdaqGS:NVDA) announces a US$2b investment and expanded collaboration with Nebius Group to build next generation hyperscale full stack AI cloud infrastructure. The company also unveils a multi layer partnership with Palantir to deliver turnkey sovereign AI datacenters for governments and enterprises. Both moves deepen NVIDIA's role in AI infrastructure, spanning chips, systems, and software for large scale and regulated deployments. NVIDIA, known primarily for its AI accelerators...
NasdaqGS:EWTX
NasdaqGS:EWTXPharmaceuticals

A Look At Edgewise Therapeutics (EWTX) Valuation After Encouraging Long Term Sevasemten Becker Data

Edgewise Therapeutics (EWTX) put fresh clinical data in front of investors after presenting updated long term results from its MESA open label extension study of sevasemten in Becker muscular dystrophy. See our latest analysis for Edgewise Therapeutics. At a share price of US$29.94, Edgewise Therapeutics has seen a 26.76% 90 day share price return and a 297.61% three year total shareholder return. This suggests momentum has built as sevasemten data and recent conference appearances keep...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Succession Plan Tests Continuity In AI And Productivity Strategy

Microsoft (NasdaqGS:MSFT) has announced that Rajesh Jha, Executive Vice President of Experiences + Devices, plans to retire after more than 35 years at the company. The company has outlined a succession plan that elevates new leaders across core product teams within this unit. An extended transition period is planned to support operational continuity across productivity, devices, and AI focused businesses. For you as an investor, this matters because Experiences + Devices sits at the center...
NYSE:IP
NYSE:IPPackaging

Assessing International Paper (IP) Valuation After Share Price Pullback And Reported Net Loss

Why International Paper is on investors’ radar today International Paper (IP) has drawn attention after a share price that is down about 26% over the past year. This has prompted investors to reassess how its current valuation lines up with its recent financial profile. The stock’s recent moves, combined with revenue of US$23.6b and a reported net loss of US$2.8b, have raised fresh questions about how to weigh near term pressures against the company’s long operating history in packaging. See...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes Faces FTC Settlement And Housing Bill Cash Flow Test

Invitation Homes agreed to a $47.2 million settlement with the FTC related to allegedly deceptive leasing practices affecting more than 400,000 renters. The settlement includes monetary relief and requirements to change how the company handles fees and security deposits. Separately, Congress is advancing a bill that would limit how long large investors like Invitation Homes can hold newly built single family rental homes before selling them to individual buyers. Invitation Homes...
NYSE:FHI
NYSE:FHICapital Markets

Federated Hermes Awards Highlight Risk Adjusted Strength And Valuation Debate

Federated Hermes (NYSE:FHI) received multiple awards at the LSEG Lipper Fund Awards 2026 US. The recognition covers several investment strategies across different time periods for risk adjusted performance. The awards were announced as part of the 2026 US LSEG Lipper Fund Awards program. For you as an investor, these awards highlight how Federated Hermes positions its funds across different market conditions. The firm is known for active investment management in equities, fixed income and...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

A Look At Opendoor Technologies (OPEN) Valuation After Q4 Beat And Cash Plus Momentum

Opendoor Technologies (OPEN) is back in focus after Q4 revenue topped market expectations, Cash Plus gained traction, and management highlighted tighter cost control, even as profitability and housing market headwinds remain key concerns. See our latest analysis for Opendoor Technologies. Even after the recent 8.16% 1 day share price decline to $4.84 and a 20.26% year to date share price pullback, Opendoor’s very large 1 year total shareholder return suggests earlier optimism is now cooling...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Is AST SpaceMobile’s (ASTS) TELUS Equity Deal Expanding Reach or Stretching Its Execution Limits?

In early March 2026, TELUS announced a commercial agreement to become an equity shareholder in AST SpaceMobile and deploy space-based cellular broadband across remote parts of Canada using existing smartphones and new ground infrastructure. This move deepens AST SpaceMobile’s roster of major carrier partners and underscores growing commercial interest in satellite-to-cellular coverage for areas conventional networks struggle to reach. We’ll now examine how the new TELUS equity partnership...
NYSE:GEV
NYSE:GEVElectrical

Should Hadera 2 Turbine Deal Shape How GE Vernova (GEV) Investors View Its Power Backlog?

In early March 2026, OPC Energy announced an agreement with GE Vernova to supply gas and steam turbines, auxiliary systems, and long-term maintenance for the Hadera 2 natural gas-fired power plant, with payments to GE Vernova expected to represent about 20% of the project’s total cost. This Hadera 2 contract adds to GE Vernova’s very large power-equipment backlog tied to rising electricity demand from data centers and electrification, reinforcing the company’s role in enabling grid...
NYSE:UAMY
NYSE:UAMYMetals and Mining

United States Antimony NYSE Uplisting Puts Growth Story In Sharper Focus

United States Antimony (NYSE:UAMY) has uplisted to the New York Stock Exchange. The move shifts the company onto a major U.S. exchange, expanding its visibility to a wider investor base. The uplisting marks a new phase in the company’s corporate development within the critical minerals sector. For you as an investor, the NYSE listing puts United States Antimony in front of a broader audience that actively screens for critical minerals exposure. The company focuses on antimony and related...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

A Look At Texas Capital Bancshares (TCBI) Valuation After Earnings Beat And Subordinated Notes Redemption Plan

Texas Capital Bancshares (TCBI) has been in focus after reporting quarterly results that beat revenue and net interest income forecasts, alongside plans to redeem all outstanding subordinated notes, as well as mixed signals from institutional holders and analysts. See our latest analysis for Texas Capital Bancshares. The strong quarterly beat and the plan to redeem US$375.0m of subordinated notes come after a choppy stretch, with a 30 day share price return showing an 11.21% decline and a 1...
OTCPK:AITX
OTCPK:AITXElectronic

A Look At Artificial Intelligence Technology Solutions (OTCPK:AITX) Valuation After New RAD Orders And Planned Stock Split

Stock split and new RAD orders draw fresh attention to AITX Artificial Intelligence Technology Solutions (AITX) is back in focus after announcing a planned 1 for 100 stock split, alongside new orders for its RAD security devices powered by the SARA agentic AI platform. Existing and newly signed channel partners have ordered combinations of ROSA, RIO 360 and SARA licenses, with deployments aimed at retail properties and a new dealer location. For investors, these updates highlight how AITX is...
NYSE:KR
NYSE:KRConsumer Retailing

A Fresh Look At Kroger’s (KR) Valuation After Its Recent Share Price Momentum

Why Kroger is on investors’ radar now Kroger (KR) is drawing fresh attention as investors reassess the supermarket chain’s recent share performance, with the stock’s 1-month and past 3-month returns standing out against its longer term track record. See our latest analysis for Kroger. Recent trading has been strong, with a 10.2% 1 month share price return building on a 19.1% year to date move. The 5 year total shareholder return of 140.3% reflects a much longer track record. If Kroger’s run...
NYSE:MPC
NYSE:MPCOil and Gas

Marathon Petroleum (MPC) Is Up 5.8% After Q4 Earnings Surge And Strong Shareholder Payouts - What's Changed

In February 2026, Marathon Petroleum reported a sharp year-on-year increase in fourth-quarter 2025 net and adjusted earnings, with its Refining & Marketing segment running at about 95% crude capacity utilization and the company ending the year holding roughly US$3.70 billion in cash and no borrowings under its revolving credit facility. At the same time, Marathon Petroleum returned about US$1.30 billion to shareholders in the quarter and was highlighted by external analysts as a momentum...
NYSE:WTS
NYSE:WTSMachinery

Watts Water Recognition Adds ESG Dimension To Share Performance And Valuation

Watts Water Technologies (NYSE:WTS) has been recognized on Newsweek’s 2026 Most Charitable Companies list. The award highlights the company’s philanthropic impact and ongoing community engagement efforts. For investors tracking Watts Water Technologies at a share price of $303.28, this new recognition adds another dimension to a story that has recently centered on financial results and valuation. The stock has returned 8.9% year to date and 48.0% over the past year, while the 3 year and 5...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

United Natural Foods (UNFI) Valuation Check After Mixed Short Term Share Price Moves

United Natural Foods stock: recent return profile and fundamentals United Natural Foods (UNFI) has drawn investor attention after a period of mixed short term returns, including a 1% decline over the past day and a 6.6% gain over the past week. See our latest analysis for United Natural Foods. That 6.6% 7 day share price return sits within a stronger trend, with a 90 day share price return of 23% and a 1 year total shareholder return of 52%, hinting at improving sentiment and a reassessment...
NYSE:SYY
NYSE:SYYConsumer Retailing

Assessing Sysco (SYY) Valuation As Shares Show Solid One Year And 90 Day Returns

What stands out about Sysco right now? Sysco (SYY) has been drawing attention after its recent share performance, with the stock near US$84.91 and returns over the past year and past 3 months catching many investors’ eyes. See our latest analysis for Sysco. At around US$84.91, Sysco’s recent 90 day share price return of 14.22% and 1 year total shareholder return of 20.13% point to momentum that has built over a longer stretch, even with some short term share price softness. If Sysco’s move...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

Advisor Moves Test LPL Financial Story On Growth And Retention

Furstenau Financial, a large wealth advisory team, has left LPL Financial Holdings for Carson Group, taking its client relationships to a rival platform. At the same time, LPL has added Legacy Ridge Private Wealth as a new independent practice through its Strategic Wealth model. These moves highlight both competitive pressures on LPL’s advisor network and the firm’s efforts to attract and support new practices. For investors watching LPL Financial Holdings (NasdaqGS:LPLA), these advisor...
NYSE:ROK
NYSE:ROKElectrical

Has Rockwell Automation (ROK) Pulled Back Enough To Consider After Recent 30-Day Decline?

Are you wondering if Rockwell Automation is fairly priced at around US$358 a share, or if the recent moves have opened up a better entry point for you? The stock has seen mixed returns recently, with a 5.4% decline over the last 7 days and a 13.2% decline over the last 30 days, even though the 1 year return sits at 42.5% and the 5 year return at 49.8%. These moves have kept Rockwell Automation on many investors' watchlists, as the pullback over the past month contrasts with its longer term...
NYSE:RBRK
NYSE:RBRKSoftware

Is Rubrik (RBRK) Offering Value After Its Recent Share Price Slump?

If you are wondering whether Rubrik's current share price lines up with its underlying worth, you are not alone. This article is built to help you weigh what you are paying against what you are getting. Rubrik recently closed at US$54.02, with returns of a 3.3% decline over the past week, a 3.2% decline over the past month, and a 28.4% decline year to date, while the 1 year return sits at a 2.3% decline. Recent coverage of Rubrik has focused on its positioning in the data security and backup...