U.S. Semiconductors Stock News

Assessing Johnson & Johnson after recent stock moves Johnson & Johnson (JNJ) has attracted fresh attention after a recent stretch of gains, with the share price moving around 2% over the past week and roughly 6% over the past month. See our latest analysis for Johnson & Johnson. Looking beyond the recent weekly move, Johnson & Johnson’s 30 day share price return of 5.74% and 90 day return of 13.10% sit alongside a 1 year total shareholder return of 51.80%. This points to building momentum...

Some investors may be wondering if Enviri at around US$18.28 is still offering value after a strong run, or if most of the upside has already been priced in. The stock has posted a 93.6% return over the past year and 138.3% over three years, with more muted moves of a 1.4% decline over the last 7 days, a 0.4% gain over 30 days, and a 2.1% return year to date. Recent coverage has focused on Enviri's progress as an NYSE listed environmental services business and its efforts to refine its...

Over the past week, Coherent Corp. has unveiled a wave of photonics and advanced materials innovations, including bondable diamond thermal spreaders, a germanium‑free electro‑optic modulator for semiconductor via drilling, new AxioView medical imaging fiber assemblies, the Sapphire XT visible laser platform, and the ultra‑fine‑resolution WaveShaper 1000A Sharp optical filter, alongside progress in quantum entropy sources with Quside. Taken together, these launches highlight Coherent’s...

DEWALT, a Stanley Black & Decker (NYSE:SWK) brand, has introduced a downward drilling robot designed for faster, more efficient data center construction. Stanley Black & Decker has agreed to divest its Consolidated Aerospace Manufacturing business to Howmet Aerospace. Stanley Black & Decker, known for its DEWALT professional tools and industrial solutions, sits at the intersection of construction, infrastructure and manufacturing. The launch of a robotic drilling system aimed at data center...

Earlier in January 2026, Bitdeer AI, part of Bitdeer Technologies Group, launched its NVIDIA GB200 NVL72 deployment in Malaysia and outlined a global build-out of accelerated computing data centers by repurposing former crypto mining facilities. This move highlights Bitdeer’s effort to pivot from pure infrastructure and Bitcoin mining toward a fuller-stack AI cloud offering spanning IaaS to SaaS. With the rapid expansion of NVIDIA-powered AI infrastructure as a backdrop, we’ll now assess how...

Earlier in January, Vicor Corporation attracted attention as senior executives presented at the 28th Annual Needham Growth Conference in New York, outlining the company’s power solutions and business initiatives. Around the same time, analyst upgrades tied to Vicor’s expanding intellectual property licensing activity and a new two-year OEM license agreement highlighted the growing importance of its royalty-based revenue model. We’ll now examine how the growing momentum in Vicor’s IP...

Why Lincoln Electric Holdings (LECO) is on investors’ radar today Lincoln Electric Holdings (LECO) has attracted fresh investor attention after a period of steady performance, with the stock’s past year and multi year total returns prompting closer inspection of its current valuation. See our latest analysis for Lincoln Electric Holdings. The share price has pulled back by about 4.1% over the last trading day to US$253.01, although the 90 day share price return of 5.9% sits alongside a 1 year...

Coupang data breach puts cybersecurity and leadership in focus Coupang (CPNG) is back in the spotlight after disclosing a major cybersecurity breach affecting about 33.7 million customer accounts, followed by CEO Park Dae-joon’s resignation and a compensation plan totaling more than US$1 billion. See our latest analysis for Coupang. The cybersecurity breach and leadership change have coincided with a sharp 34.21% 90 day share price return decline and a 12.37% year to date share price return...

What is happening with NXP Semiconductors (NXPI) now? NXP Semiconductors (NXPI) has attracted attention after recent share price moves, with the stock showing a 3% gain over the past month and 6.2% over the past 3 months. See our latest analysis for NXP Semiconductors. NXP’s recent share price strength over 1 and 3 months sits alongside a more modest year to date share price return of 4.26%, while its 1 year total shareholder return of 9.38% and 3 and 5 year total shareholder returns above...

What recent returns tell you about East West Bancorp (EWBC) East West Bancorp (EWBC) has drawn investor attention after a mixed pattern of recent returns, with a 1 day decline of 2.8% and a 7 day decline of 2.1%, alongside positive performance over the past 3 months and year. At a recent close of US$112.00, the bank sits against a backdrop of longer term total returns of 10.7% over the past year, roughly 78% over 3 years and about 108% over 5 years. This gives investors a reference point for...

TETRA Technologies (TTI) has caught investor attention after recent share price moves, with the stock showing strong momentum over the past month and past 3 months. This has prompted fresh interest in its valuation and fundamentals. See our latest analysis for TETRA Technologies. That recent momentum sits within a much bigger move, with a 30 day share price return of 24.61% and a 90 day share price return of 49.67%, alongside a 1 year total shareholder return of 129.39% and a 5 year total...

Why nLIGHT (LASR) is back on investors’ radar nLIGHT (LASR) lifted its fourth quarter 2025 revenue outlook to US$78 million to US$80 million, above its prior range, with management pointing to continued strength in Aerospace & Defense demand. See our latest analysis for nLIGHT. The raised revenue outlook has arrived alongside strong recent trading momentum, with the share price returning 19.99% over the past 30 days and 49.00% over 90 days. The 1 year total shareholder return of roughly 3x...

Alaska Air Group (ALK) is back in focus after a bearish thesis on public forums highlighted reported weaknesses in its loyalty program, technology controls, and governance, including mileage-account hacks discussed throughout 2025. See our latest analysis for Alaska Air Group. Those loyalty and governance concerns are landing at a time when the share price has been under pressure, with a 1 month share price return of 8.46% and a 1 year total shareholder return of a 30.89% decline. This...

Enovix recently announced past and upcoming leadership changes in its operations team, including the planned February 2026 retirement of its COO and the elevation of high-volume manufacturing experts as it prepares to ramp mass production for smartphone, smart eyewear, and defense batteries. Independent third-party testing also confirmed that Enovix’s AI-1 smartphone battery delivers 935 Wh/L volumetric energy density, materially ahead of a leading commercial silicon-doped rival and...

If you are wondering whether Lowe's Companies at around US$268 per share looks compelling or stretched, you are not alone, and the answer depends heavily on how you think about value. The stock has seen mixed recent returns, with a 2.1% decline over the last 7 days, an 11.6% gain over the past month, and returns of 8.7% year to date, 4.0% over 1 year, 37.9% over 3 years, and 69.6% over 5 years. These moves have kept Lowe's in focus for investors weighing whether the long term track record...

Buckeye Health Plan, a Centene company, has partnered with Tuesday Health to expand palliative care services for Ohio residents with serious illness. The collaboration focuses on improving support for complex patient needs within Medicaid and Medicare Advantage populations. The move aligns with Centene's broader push to refine care models for vulnerable groups across its health plan portfolio. For investors watching NYSE:CNC, this development ties directly to Centene's core role in...

Why Brookfield Infrastructure Partners (BIP) is on investors’ radar today Brookfield Infrastructure Partners (BIP) has drawn fresh attention after recent share price moves, with the units closing at US$34.29 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for Brookfield Infrastructure Partners. The recent 1 day share price decline of 2.45% to US$34.29 comes after a relatively steady few months, while a 1 year total shareholder return of 11.41%...

If you are wondering whether Norwegian Cruise Line Holdings is priced attractively right now, this article walks through what the current share price could mean for value focused investors. The stock last closed at US$20.37, with returns of a 14.5% decline over 7 days, an 11.6% decline over 30 days, a 10.6% decline year to date, a 24.7% decline over 1 year and a 32.0% gain over 3 years, as well as a 13.9% decline over 5 years, which raises questions about how the market is reassessing its...

In January 2026, Revvity issued revenue guidance indicating expected fourth-quarter 2025 sales of approximately US$772 million and full-year 2025 revenue of about US$2.86 billion, alongside mid-single-digit reported and organic growth versus the prior year. Separately, Revvity announced a collaboration with Eli Lilly to integrate Lilly’s TuneLab AI models into the Revvity Signals platform, aiming to broaden access to advanced, privacy-preserving AI tools for drug discovery across the biotech...

Teledyne Technologies (TDY) is back in focus after its imaging hardware successfully launched on NASA’s BlackCAT CubeSat mission, just as investors look ahead to the company’s Q4 2025 earnings report this week. See our latest analysis for Teledyne Technologies. Teledyne’s recent contract wins in defense imaging, its BlackCAT CubeSat success and investor outreach at the Needham Growth Conference have arrived alongside a 30 day share price return of 11.02% and a 1 year total shareholder return...

Options jitters and a 10% slide put PDD in focus PDD Holdings (PDD) shares recently fell 10.08% as options trading turned cautious ahead of the March 19 earnings report, with heavier put activity and bursts of call volume signaling disagreement about what comes next. See our latest analysis for PDD Holdings. That options driven pullback comes after a tougher stretch, with the share price down 19.68% over 90 days and 9.75% year to date, while the 1 year total shareholder return is roughly flat...

Interactive Brokers Group launched stablecoin account funding for global clients, allowing deposits to be credited around the clock. The move gives customers quicker access to trading, including outside traditional banking hours and across borders. The new funding option aims to reduce delays and friction tied to international wire transfers. Interactive Brokers Group, trading as NasdaqGS:IBKR, is rolling out this stablecoin funding feature as its shares trade around $71.51. The stock shows...

Sprouts Farmers Market has faced multiple securities class action lawsuits over allegedly overstated growth claims, even as it continues to highlight rapid store expansion, strong same-store sales trends and prepares to report its fourth-quarter and full-year 2025 results on February 19, 2026. This combination of legal scrutiny and an ambitious growth rollout, funded with solid cash flows and supported by a sizable buyback program, is creating a complex backdrop for investors assessing the...

Earlier in January 2026, Ultragenyx Pharmaceutical raised its 2025 total revenue guidance to a range of US$672,000,000 to US$674,000,000, indicating approximately 20% growth versus 2024 and exceeding its prior guidance range. This higher outlook, shared around the time of management’s presentation at the 44th Annual J.P. Morgan Healthcare Conference, signals increased confidence in the company’s rare disease portfolio and commercial execution. Next, we’ll explore how Ultragenyx’s higher 2025...