U.S. Semiconductors Stock News

NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Tower Semiconductor Targets AI Growth With 1.6T Photonics And Rich Valuation

Tower Semiconductor announced new progress in scaling high performance silicon photonics for 1.6T data center optical modules. The technology is designed to work with leading networking protocols and targets AI infrastructure and data center applications. The move positions the company to address demand for higher data rates and improved optical connectivity across AI and telecom workloads. Tower Semiconductor, listed as NasdaqGS:TSEM, is leaning into AI infrastructure with this silicon...
NasdaqGS:ERAS
NasdaqGS:ERASBiotechs

Erasca (ERAS) Is Up 15.2% After Upsized Offering Extends Cash Runway For RAS/MAPK Pipeline

Erasca, Inc., a clinical-stage precision oncology company, recently attracted fresh Wall Street attention as multiple banks initiated or upgraded research coverage following updates on its RAS/MAPK pathway-targeted pipeline and financing activities. In late January 2026, the company also completed an upsized public offering that raised about US$258.8 million in gross proceeds, extending its capacity to fund ongoing and planned clinical trials. Against this backdrop, we’ll examine how the...
NYSE:FUN
NYSE:FUNHospitality

A Look At Six Flags Entertainment (FUN) Valuation After Speedway Stunt Coaster Opens In Mexico

Six Flags Entertainment (FUN) just opened Speedway Stunt Coaster at Six Flags Mexico, a family-friendly roller coaster aimed at broadening the park’s appeal and potentially lifting interest in visits and season passes. See our latest analysis for Six Flags Entertainment. Speedway Stunt Coaster lands at a time when Six Flags Entertainment’s share price has been volatile, with a 30 day share price return of 13.55% and a year to date share price return of 12.01%, set against a 1 year total...
NYSE:FBK
NYSE:FBKBanks

Will FB Financial’s New CAO Hire Reframe Confidence In Its Financial Stewardship And Controls (FBK)?

FB Financial Corporation has announced that Chief Accounting Officer Jonathan Pennington will resign from FB Financial and FirstBank in late February 2026, with experienced banking executive Lynn Joyce set to assume the role for both entities around March 1, 2026. Joyce’s long tenure as a senior finance leader, including prior CFO roles and her integration experience from Southern States Bancshares’ acquisition, positions her as a continuity-focused choice for FB Financial’s finance and...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom Wi‑Fi 8 AI Network Launch Meets Mixed Valuation And Momentum

Broadcom (NasdaqGS:AVGO) introduced what it describes as the industry's first enterprise Wi-Fi 8 access point and switch platform for AI-ready networks. The launch pairs a new accelerated processing unit with an advanced Ethernet switch aimed at real-time analytics and AI-driven workloads in enterprise settings. Broadcom reported immediate traction, with leading network vendors publicly committing to adopt the Wi-Fi 8 platform in their upcoming products. For you as an investor, this move...
NYSE:FE
NYSE:FEElectric Utilities

Assessing FirstEnergy (FE) Valuation As Recent Gains Meet Conflicting Fair Value Narratives

Event context and recent stock performance FirstEnergy (FE) shares moved about 1% in the latest session, continuing a mixed recent run that includes a small weekly decline along with positive moves over the past month and past 3 months. See our latest analysis for FirstEnergy. At a share price of US$46.99, FirstEnergy’s recent 1-day share price return of 1.27% sits alongside a 30-day share price return of 4.79% and a 1-year total shareholder return of 23.17%. This indicates that momentum has...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

MaxLinear (MXL) Valuation After Strong Q4 Update Share Buyback And New Earnings Guidance

Why MaxLinear’s latest earnings are back in focus MaxLinear (MXL) is back on investor radars after its fourth quarter and full year 2025 results showed higher sales, a smaller net loss, fresh first quarter 2026 revenue guidance, and completion of a recent share repurchase. See our latest analysis for MaxLinear. Despite the stronger fourth quarter update, MaxLinear’s recent momentum has cooled. The 7 day share price return is 11.21% and the 30 day share price return is 12.57%, compared with a...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear (GT) Is Up 6.3% After U.S. Mold Plant Consolidation Plan – Has The Bull Case Changed?

Goodyear Tire & Rubber has announced the closure of its Tall Timbers mold facility in Findlay, Ohio by the end of March 2026, consolidating its two U.S. mold plants into a single location in Statesville, North Carolina and affecting 85 jobs. This consolidation highlights Goodyear’s ongoing effort to reshape its manufacturing footprint, aiming for greater efficiency while balancing cost savings with workforce and community impacts. We will now examine how this U.S. mold facility...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop’s Rapid, Profitable Expansion Might Change The Case For Investing In Wingstop (WING)

In recent updates, Wingstop Inc. reported strong fundamental results with solid revenue and earnings growth, while opening hundreds of new restaurants to accelerate its expansion. An interesting angle is how this rapid unit growth, paired with high profitability measures, is supporting a technical backdrop that some investors view as the foundation for the next phase of the company’s story. Next, we’ll examine how Wingstop’s ambitious restaurant expansion program shapes the company’s broader...
NYSE:BK
NYSE:BKCapital Markets

Is It Too Late To Consider Bank of New York Mellon Corporation (BK) After 42% One Year Rally?

If you are wondering whether Bank of New York Mellon Corporation shares still offer reasonable value after a strong run, this article will walk through what the current price might be implying. BNY recently closed at US$120.51, with a 1 year return of 42.4% and a year to date return of 3.0%, even though the last 7 days and 30 days show small declines of 0.8% and 0.7%. Recent attention on large custody and asset servicing banks, including BNY, has been shaped by ongoing discussions around...
NYSE:ALSN
NYSE:ALSNMachinery

A Look At Allison Transmission Holdings (ALSN) Valuation As Recent Share Momentum Draws Attention

With no single headline event driving attention today, Allison Transmission Holdings (ALSN) is drawing interest as investors weigh its recent share performance, business profile, and current valuation signals around the stock. See our latest analysis for Allison Transmission Holdings. The recent 30 day share price return of 11.98% and 90 day share price return of 38.80% suggest momentum has been building. The 3 year total shareholder return of 161.39% and 5 year total shareholder return of...
NYSE:ESTC
NYSE:ESTCSoftware

Is Elastic (ESTC) Quietly Reframing Its Moat Around Managed AI Inference And Multilingual Search?

In early February 2026, Elastic expanded its AI-search capabilities by making Elastic Inference Service available to self-managed Elasticsearch users via Cloud Connect and adding two GPU-accelerated multilingual Jina reranker models to its managed inference platform. This move extends Jina’s open-source multilingual and multimodal models across Elastic’s ecosystem, allowing enterprises to offload intensive AI inference to Elastic Cloud while keeping data and core infrastructure on-premises...
NYSE:BYD
NYSE:BYDHospitality

Boyd Gaming Beats Q4 Forecasts As Margins Tighten And Assets Are Hit

Boyd Gaming (NYSE:BYD) reported Q4 2025 results that included stronger revenue and profit, alongside a substantial contraction in operating margins. Header image: The company recorded a $31 million asset impairment in Q4 2025, indicating that specific assets are now valued below prior carrying levels. These mixed signals, including higher reported earnings alongside margin pressure and an impairment charge, present a fresh set of considerations for shareholders. Shares of Boyd Gaming last...
NYSE:HSY
NYSE:HSYFood

Why Hershey (HSY) Is Up 17.8% After 2025 Earnings, Dividend Hike and 2026 EPS Outlook - And What's Next

The Hershey Company recently reported full-year 2025 results showing sales of US$11.69 billion and net income of US$883.26 million, alongside goodwill impairment charges of US$6.40 million in the fourth quarter. The Board also approved higher quarterly dividends, US$1.452 per Common share and US$1.320 per Class B share, marking the 384th and 165th consecutive regular payouts respectively, while issuing 2026 guidance that points to very large reported EPS growth versus 2025. Next, we will...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Tradeweb Markets (TW) Valuation Check After Record Results Buyback And Dividend Increase

Tradeweb Markets (TW) is back in focus after reporting record quarterly and full year 2025 results, along with record January 2026 trading volumes, a higher quarterly dividend, and a new US$500 million share repurchase program. See our latest analysis for Tradeweb Markets. The strong earnings beat, higher dividend, and new US$500 million buyback have arrived alongside a sharp 1 day share price return of 8.6%. However, the 1 year total shareholder return of a 10.9% decline contrasts with a 3...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Assessing Evolv Technologies Holdings (EVLV) Valuation After Recent Share Price Weakness

Recent trading performance and business snapshot Evolv Technologies Holdings (EVLV) has been drawing attention after a stretch of negative short term returns, with the stock down over the past week, month, and past 3 months despite a positive 1 year total return. The company focuses on AI based weapons detection, reporting revenue of US$136.501 million and a net loss of US$59.74 million. This provides investors with concrete figures to weigh against its recent share price moves. See our...
NYSE:MTX
NYSE:MTXChemicals

Minerals Technologies (MTX) Is Up 9.8% After Swing To 2025 Loss And Consumer Focus Shift – Has The Bull Case Changed?

Minerals Technologies Inc. reported past full-year 2025 results showing sales of US$2,072.6 million versus US$2,118.5 million a year earlier, shifting from net income of US$167.1 million to a net loss of US$18.4 million and a basic loss per share from continuing operations of US$0.59. Despite this swing to a loss, the company highlighted progress in higher-growth consumer markets such as Household & Personal Care and expansion of paper and packaging satellite plants in Asia, alongside plans...
NYSE:D
NYSE:DIntegrated Utilities

Is Dominion Energy (D) Pricing Reflect Recent Utility Sector Rate And Infrastructure Debates Accurately

If you are wondering whether Dominion Energy's current share price lines up with its underlying value, this article is designed to help you connect the dots in a clear and practical way. Dominion Energy's stock recently closed at US$62.52, with returns of 2.8% over 7 days, 6.5% over 30 days, 5.5% year to date, 20.4% over 1 year, 25.8% over 3 years and 6.6% over 5 years, which gives useful context for anyone thinking about its future risk and reward profile. Recent news coverage around...
NasdaqGS:NOVT
NasdaqGS:NOVTElectronic

A Look At Novanta (NOVT) Valuation As Slower Demand And Weaker Cash Flow Raise Questions

Why Novanta’s recent trends are drawing fresh investor attention Recent commentary around Novanta (NOVT) centers on slowing demand, with 4% annualized revenue growth over the past two years, flat earnings per share, and a 3.7 percentage point drop in free cash flow margin. See our latest analysis for Novanta. At a share price of $133.35, Novanta’s recent pattern has been a sharp 26.46% 90 day share price return paired with a softer picture over longer periods, including a 10.27% decline in 1...