U.S. Semiconductors Stock News

In December 2025, Datavault AI Inc. was added to the S&P Semiconductors Select Industry Index and featured as a commercial sponsor on the nationally broadcast “New to The Street” business program on Bloomberg Television, which included in-depth executive interviews on its data and AI technology strategy. This combination of index inclusion and prime-time media exposure increased Datavault AI’s visibility with institutional investors and a broader investing public, potentially reshaping how...

Keysight Technologies (KEYS) just put two big flags in the ground: a five year quantum computing research pact in Singapore and new AI assistants for its design software, and the stock is responding. See our latest analysis for Keysight Technologies. Those quantum and AI moves come after a steady run higher, with the latest share price at $203.71 and a robust year to date share price return of 26.65 percent. The five year total shareholder return of 54.54 percent suggests longer term momentum...

Earlier this month, Monolithic Power Systems announced a fourth-quarter cash dividend of US$1.56 per share, payable on January 15, 2026, to shareholders of record as of December 31, 2025. More recently, the company was added to the NASDAQ-100 Index, a move that can increase its visibility and attract additional institutional ownership. Next, we’ll explore how Monolithic Power Systems’ inclusion in the NASDAQ-100 could influence its AI-focused investment narrative and growth assumptions. The...

Recently, O-I Glass, Inc. recorded a golden cross as its 50-day simple moving average moved above its 200-day average, coinciding with several upward earnings estimate revisions and no cuts over the past 60 days. This alignment of improving earnings expectations with a bullish technical signal suggests investor confidence in O-I Glass’s ability to execute on its current plans. Now, we’ll examine how this combination of a golden cross and stronger earnings outlook might reshape O-I Glass’s...

KeyCorp (KEY) has quietly delivered a solid stretch of gains, with the stock up about 19% over the past month and 13% in the past 3 months, outpacing many regional banking peers. See our latest analysis for KeyCorp. Zooming out, that strong 1 month share price return sits on top of a 24.9% year to date share price gain and a 1 year total shareholder return of about 29%, suggesting momentum is still building as investors reassess regional bank risk and growth potential. If KeyCorp's run has...

In recent days, Constellation Brands highlighted that while sales have been pressured by asset sales, tariffs, and softer demand, its portfolio of beer brands such as Corona, Modelo, and Pacifico continues to generate strong free cash flow that supports dividends and long-term investment plans. At the same time, contrasting analyst views on its growth prospects and new AI-designed trading strategies have drawn attention to how resilient cash generation and product expansion might offset...

Peabody Energy (BTU) just gave investors a long runway on leadership clarity by extending CEO James Grech’s tenure through May 2028, then shifting him into an advisory role until 2030. See our latest analysis for Peabody Energy. That commitment to leadership stability comes as investors have already been rewarding Peabody, with a year to date share price return of 47.17 percent and a one year total shareholder return of 53.74 percent, signaling building momentum rather than a late cycle...

On December 9, 2025, IQVIA Holdings Inc. amended its Fifth Amended and Restated Credit Agreement to refinance multiple term and revolving loan facilities, reduce interest on certain US dollar borrowings by removing the term SOFR credit spread adjustment, and release its Swiss and Japanese entities as borrowers. This refinancing and rate reduction signals a focus on optimizing IQVIA’s capital structure and interest costs, potentially supporting future financial flexibility and funding...

Innovative Industrial Properties, Inc. has declared past fourth-quarter 2025 dividends of US$1.90 per common share and US$0.5625 per 9.00% Series A Cumulative Redeemable Preferred share, payable on January 15, 2026 to shareholders of record on December 31, 2025. These payouts, which bring total common dividends since 2016 to US$1.10 billions, highlight the REIT’s ongoing emphasis on returning cash to investors even as its cannabis-focused portfolio faces industry headwinds. We’ll now examine...

On December 16, 2025, Bank of America raised its outlook on Analog Devices while CEO Vincent Roche emphasized record R&D spending and strength across industrial, aerospace, defense, and automotive markets. This combination of a more optimistic Wall Street view and management’s focus on AI-driven, high-value applications underscores how central Analog Devices has become to upgrading next-generation infrastructure. Next, we’ll examine how this emphasis on record R&D to support a long AI...

Earlier in December 2025, Alumis Inc. was added to the S&P Pharmaceuticals Select Industry Index, reflecting its inclusion among a broader group of U.S.-listed drug makers tracked by this benchmark. This index inclusion, alongside consistently positive analyst views from firms such as HC Wainwright & Co. and Wells Fargo, enhances Alumis' visibility with institutional investors and benchmarked funds. Next, we’ll examine how Alumis’ index inclusion shapes its investment narrative, particularly...

ONEOK (OKE) just saw its short interest jump roughly 15%, with about 3% of its float now sold short. This is a clear sign that some traders are leaning more cautiously on the stock. See our latest analysis for ONEOK. That shift in sentiment comes after a choppy stretch, with the latest share price at $72.82 and a year to date share price return firmly negative, even as the five year total shareholder return of 153.73% shows the longer term story is still intact. If this kind of shifting...

VEON recently announced that its subsidiary Beeline Kazakhstan completed a pioneering field test in 2025, successfully routing voice calls and messages from standard 4G smartphones via Starlink Direct to Cell satellites, while Mobilink Microfinance Bank in Pakistan launched Islamic banking operations to expand Shariah-compliant financial services. Together, these moves highlight VEON’s push to blend satellite and terrestrial networks for wider connectivity while broadening its...

Meta Platforms (META) has climbed about 11% over the past month, even after a roughly 12% slide in the past 3 months, leaving investors debating whether this rebound still has room to run. See our latest analysis for Meta Platforms. Those gains come after a choppy year, with the share price now at $661.5 and a solid year to date share price return alongside a powerful three year total shareholder return that suggests underlying momentum is still intact. If Meta’s move has you thinking about...

Shake Shack (SHAK) is back in focus after a wave of analyst attention, ranging from JPMorgan’s upgrade to fresh commentary on its shift toward a faster quick service style model and its sensitivity to beef prices. See our latest analysis for Shake Shack. The share price has slid to about $83.53, with a notably weak year to date share price return. However, the three year total shareholder return remains strongly positive, suggesting long term momentum and conviction are not fully broken. If...

Gevo (GEVO) just kicked off a carefully managed leadership handoff, with Dr. Paul Bloom stepping in as President and director while long serving CEO Dr. Patrick Gruber moves into the Executive Chair role. See our latest analysis for Gevo. The leadership reshuffle lands as Gevo’s 1 month share price return of 12.37 percent and 3 month gain of 5.83 percent hint at improving sentiment, even though year to date share price performance is still negative, while the 1 year total shareholder return...

Hycroft Mining Holding (HYMC) just dropped a detailed update on its 2025 to 2026 exploration program in Nevada, with new high grade silver hits at Vortex and Brimstone that could reshape future mine plans. See our latest analysis for Hycroft Mining Holding. The market has taken notice, with Hycroft Mining Holding’s share price returning 155.42 percent over the past month and a huge 975.44 percent year to date. The one year total shareholder return of 1107.88 percent shows momentum has sharply...

Service Corporation International (SCI) is back in focus after fresh data underscored two years of disappointing funeral service volumes, weak free cash flow, and falling returns on capital, all of which pressure its ability to fund growth or support shareholder payouts. See our latest analysis for Service Corporation International. Despite these operational headwinds, SCI's share price has held at about $78.73, with a modest year to date share price return. Its five year total shareholder...

Olema Pharmaceuticals (OLMA) just earned a spot in the S&P Biotechnology Select Industry Index, a milestone that can quietly reshape its shareholder base as index funds and biotech-focused investors take a closer look. See our latest analysis for Olema Pharmaceuticals. That index inclusion caps a wild run for Olema, with the share price at $28.18 after a 30 day share price return of 21.62 percent and a 90 day surge of 220.59 percent. The 1 year total shareholder return of 347.30 percent hints...

In December 2025, PAR Technology Corporation launched Smart Passes, a wallet-native loyalty solution within its PAR Punchh platform that lets restaurant brands deliver real-time, app-free rewards and offers through Apple and Google Wallet on guests’ mobile phones. This move positions PAR to deepen its role in restaurant guest engagement by integrating loyalty directly into everyday mobile behavior, potentially enhancing the appeal and revenue opportunity of its broader cloud platform for...

Alnylam Pharmaceuticals (ALNY) just earned a spot in the NASDAQ 100, a move that can channel more passive money into the stock and highlights how far the RNAi pioneer has come with investors. See our latest analysis for Alnylam Pharmaceuticals. The NASDAQ 100 inclusion caps a strong run, with the share price up sharply year to date and a five year total shareholder return above 200 percent, as investors reward recent R and D progress and the 250 million dollar manufacturing expansion. If...

Atai Beckley (NasdaqGM:ATAI) just earned a spot in the NASDAQ Biotechnology Index, a move that often draws in fresh institutional money as index funds rebalance and passive strategies update their biotech exposure. See our latest analysis for Atai Beckley. The inclusion in the NASDAQ Biotechnology Index caps a volatile stretch, with a 30 day share price return of 13.16 percent but a 90 day share price return still down 23.35 percent. At the same time, the year to date share price return of...

In recent weeks, VICI Properties has faced analyst downgrades tied to concerns over tenant stability and a regional gaming lease with Caesars Entertainment, even as it moves to diversify by adding Clairvest as a tenant and acquiring the operations of MGM Northfield Park in Ohio, a deal expected to close in the first half of 2026. This combination of tenant risk questions and expansion into non-core gaming assets highlights how VICI’s evolving portfolio could reshape its risk profile and...

Structure Therapeutics (GPCR) has quietly turned heads after its stock climbed roughly 84% over the past month and more than doubled in the past 3 months, despite ongoing losses and zero reported revenue. See our latest analysis for Structure Therapeutics. That surge has come after a year of choppy trading, with the latest 1 day and 7 day share price returns in the red, even as the 30 day and year to date share price returns point to strong, building momentum from a base of clinical stage...