U.S. Semiconductors Stock News

Raymond James recently upgraded its rating on Flex Ltd., highlighting the company’s differentiated power solutions for hyperscale data centers within the cloud and AI infrastructure space. The focus on higher-margin power offerings suggests that Flex’s expanding role in data center infrastructure could meaningfully influence its overall profitability mix. Next, we’ll explore how this upbeat view on Flex’s cloud and AI power solutions shapes the company’s broader investment narrative. AI is...

Earnings beat, guidance update and new contracts Tetra Tech (TTEK) recently reported quarterly earnings and revenue above analyst estimates, lifted its full year net revenue guidance, and secured a long term U.S. Missile Defense Agency SHIELD contract alongside two defense focused consulting acquisitions. At the same time, the company increased its dividend and continued share repurchases. These moves, together with higher margin advisory work and international contributions, are shaping how...

What Cavco Industries stock’s recent pullback means for investors Cavco Industries (CVCO) has pulled back recently, with the share price showing negative returns over the past week, month, and past 3 months. This has prompted a closer look at how the business is currently positioned. See our latest analysis for Cavco Industries. The recent 1 day share price decline of 20.32%, following a 7 day share price return of 26.27% and a 30 day share price return of 16.83%, has sharply reversed earlier...

Peoples Bancorp (PEBO) has drawn fresh attention after reporting fourth quarter 2025 results, including higher net interest income, an 86.4% rise in net earnings, and an affirmed quarterly cash dividend of $0.41 per share. See our latest analysis for Peoples Bancorp. The recent earnings beat and dividend affirmation have come alongside a 90 day share price return of 12.76% and a 1 year total shareholder return of 5.25%. The 3 year total shareholder return of 25.08% points to steadier gains...

If you are wondering whether Aflac's current share price reflects its real worth, you are not alone. This article focuses squarely on what you are getting for the price you pay. Aflac last closed at US$110.95, with returns of 3.6% over the past 7 days, 0.6% over 30 days, 0.6% year to date, 5.6% over 1 year, 70.8% over 3 years and 174.2% over 5 years. Recent attention on Aflac has been shaped by ongoing coverage of its role in the insurance sector and discussion around how its long term share...

Levi Strauss (NYSE:LEVI) is reshaping its business, discontinuing the Denizen brand and preparing to sell Dockers. The company is accelerating a direct to consumer first approach while expanding its Beyond Yoga segment. Levi Strauss is also increasing its use of artificial intelligence across operations and customer engagement. Levi Strauss, trading at $19.88, is making several material changes at once that go well beyond tweaking a single brand or product line. The stock is up 7.5% over...

Janux Therapeutics announced in January 2026 that it had entered a collaboration and exclusive worldwide license agreement with Bristol Myers Squibb to develop a novel tumor-activated solid-tumor therapy, potentially worth up to US$850 million in upfront, near-term, and milestone payments plus tiered royalties. In parallel, Bristol Myers Squibb’s recent AI-focused partnership with Microsoft on early lung cancer detection highlights how the company is pairing oncology drug development with...

Global Payments (NYSE:GPN) is selling its issuer processing business in a major reshaping of its operations. The company is also acquiring Worldpay, aiming to combine the two payments platforms. Management is targeting substantial operational synergies from these moves, indicating a major restructuring of how the business is run. Global Payments, trading at $71.74, has seen sizable pressure on its share price, with a 1 year return of a 35.7% decline and a 5 year return of a 62.2% decline...

Gap (GAP) is back in focus after reporting Q3 revenue growth of 3% year on year, beating analyst expectations on sales, EBITDA and gross margin, and posting a seventh consecutive quarter of positive comparable sales. See our latest analysis for Gap. The recent Q3 beat and a series of upbeat analyst updates have coincided with a 22.67% 90 day share price return and a 104.70% three year total shareholder return, signalling firm momentum from short term traders and longer term holders alike. If...

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-DIMER-PA, an RNAi therapeutic targeting atherosclerotic cardiovascular disease caused by mixed hyperlipidemia by silencing PCSK9 and APOC3. This is the first clinical RNAi candidate designed to simultaneously target two genes in a single molecule, highlighting a new approach to treating residual cardiovascular risk in patients with elevated LDL cholesterol and triglycerides. We will now explore how this...

Franklin Resources (BEN) opened fiscal 2026 with Q1 revenue of US$2.3 billion and basic EPS of US$0.49, alongside net income of US$255.5 million and trailing twelve month EPS of US$1.09. This sets a clear marker for how the year is starting to shape up. Over recent periods, revenue has moved from US$2.2 billion in Q4 2024 to US$2.1 billion in Q2 2025, US$2.1 billion in Q3 2025, US$2.3 billion in Q4 2025 and now US$2.3 billion in Q1 2026, while quarterly EPS has ranged from a loss of US$0.18...

If you are looking at Sonos and wondering whether the current share price gives you good value, you are not alone. This article will walk through what that price really reflects. Sonos shares last closed at US$14.35, with returns of a 3.8% decline over 7 days, an 18.0% decline over 30 days, an 18.0% decline year to date, a 4.1% gain over 1 year, a 24.1% decline over 3 years, and a 53.7% decline over 5 years. These mixed returns have put a spotlight on what might be driving the share price,...

Minerals Technologies reported a record company safety performance in 2025, setting a new benchmark for its operations. The company increased investment in growth platforms across pet litter, edible oil purification, and paper and packaging in key global markets. Engineered Solutions delivered record profitability in a challenging market, while Minerals Technologies continued to incur talc related litigation costs. For investors tracking NYSE:MTX, the recent news adds important context to a...

AAR Corp. (NYSE:AIR) has substantially completed a major expansion of its Airframe MRO facility in Oklahoma City. The project adds significant maintenance capacity, including high-demand airframe MRO bays. The expansion is paired with a long-term collaboration with Alaska Airlines for airframe maintenance services. The company plans to create 200 new jobs tied to the enlarged facility. AAR is also moving toward more digitized maintenance processes as part of the expansion. AAR Corp...

F5 is facing ongoing investigations and class action lawsuits tied to a long term nation state breach involving its BIG-IP products. Plaintiffs allege that management misled investors about the company’s security posture and the scope and impact of the cyber incident. The situation raises questions about disclosure practices, potential legal liabilities, and future regulatory scrutiny for NasdaqGS:FFIV. For investors tracking NasdaqGS:FFIV, this comes at a time when the stock trades around...

Salesforce (NYSE:CRM) secured a US$5.6b, 10-year modernization contract with the U.S. Army focused on secure, AI-driven cloud solutions. The company also joined a consortium with Lockheed Martin and PG&E to launch EMBERPOINT, an AI-powered wildfire detection and prevention venture. Both moves expand Salesforce's presence in national security and critical infrastructure use cases beyond its core CRM offerings. For you as an investor, these announcements show Salesforce pushing deeper into...

Why Nutanix Is Back in Focus After Dual Analyst Downgrades Barclays and Morgan Stanley both downgraded Nutanix (NTNX), pointing to slowing growth, limited momentum, and weaker visibility into revenue, a combination that has sharpened investor attention on the stock’s recent pullback. See our latest analysis for Nutanix. The recent analyst downgrades arrived after a sharp swing in sentiment, with Nutanix’s share price at US$39.33 and a 30 day share price return of a 22.27% decline, adding to a...

Dave Inc. recently announced that Nima Khajehnouri, a veteran artificial intelligence and data engineering leader with senior roles at Meta, Google, and Snap, has joined its Board of Directors and Audit Committee, while Imran Khan has stepped down and several board leadership roles have shifted. This appointment underscores Dave’s push to deepen its technical governance as it continues deploying disruptive technologies to support its financial services platform for millions of Americans...

Why CRH (NYSE:CRH) is back on investors’ radar CRH (NYSE:CRH) is drawing fresh attention after a series of share repurchases under its $300 million buyback programme, combined with larger positions from institutional investors and active analyst rating revisions. See our latest analysis for CRH. Despite the recent buybacks and institutional buying, CRH’s recent share price performance has cooled a little, with a 30 day share price return showing a 3.2% decline and a 90 day gain of 3.4%, while...

What iRhythm’s recent performance means for investors iRhythm Holdings (IRTC) has drawn fresh attention after a mixed stretch in its share performance, with a gain of 3.7% over the past day contrasted against negative returns over the past week, month, and past 3 months. For investors, that combination of short term strength and recent weakness raises questions about how the current US$154.51 share price lines up with the company’s business profile, financial results, and longer term track...

Dorman Products recently announced a broad set of leadership changes, including appointing Charles W. Rayfield as Chief Financial Officer Designate and reshaping senior roles across finance, operations, and its Light Duty and Heavy Duty segments. This coordinated refresh brings in leaders with deep experience in manufacturing, distribution, and aftermarket sales, signaling an effort to sharpen execution across the entire business. Next, we’ll examine how this sweeping leadership transition,...

Recent commentary from Jim Cramer and Voya Investment Management has put Comfort Systems USA (FIX) in focus after the company reported quarterly revenue above expectations, tied to demand from data centers, AI infrastructure, and recurring service work. See our latest analysis for Comfort Systems USA. At a share price of $1,142.10, Comfort Systems USA has paired a 13.8% 30 day share price return with a very large 5 year total shareholder return. This hints that enthusiasm around data center...

Intel has begun adopting ASML Holding's next generation high-NA EUV lithography systems as part of its latest manufacturing roadmap. The first commercial high-NA EUV system from ASML has now been installed at Intel, marking a key step in advanced chip production. Intel aims to use this equipment in its effort to regain market share in cutting edge manufacturing from TSMC. ASML Holding (NasdaqGS:ASML) sits at the center of this shift, supplying the high-NA EUV tools that enable smaller, more...

Why MBX Biosciences is Back on Investor Radars Barclays has initiated coverage on MBX Biosciences (MBX) with an Overweight or Buy view, a move that puts fresh attention on this early stage endocrine and metabolic disorder drug developer. The coverage comes shortly after MBX Biosciences appointed experienced biotechnology finance executive Laurie Stelzer to its board and as audit committee chair. This adds another layer of interest for investors tracking the company’s progress. See our latest...