U.S. Semiconductors Stock News

Jacobs Solutions (J) opened fiscal Q1 2026 with revenue of about US$3.3b and basic EPS of US$1.12, setting the tone for how the year is starting after a busy 2025. The company has seen quarterly revenue move from roughly US$2.9b in Q1 2025 to US$3.3b in the latest quarter, while basic EPS shifted from a small loss of about US$0.10 to a profit of US$1.12, a swing that puts the focus firmly on how sustainable those margins prove to be. See our full analysis for Jacobs Solutions. With the...

In late January 2026, Nurix Therapeutics reported full-year 2025 revenue of US$83.98 million, up from US$54.55 million, alongside a wider net loss of US$264.46 million and an Employee Stock Ownership Plan-related shelf registration for up to 5,090,373 common shares worth about US$98.80 million. The results came as Nurix advanced its lead BTK degrader bexobrutideg into pivotal DAYBREAK development with Orphan Drug and Fast Track status, backed by partnerships with Gilead, Sanofi, and Pfizer...

Expansion in Indiana and North Carolina puts Deere (DE) in focus Deere (DE) is drawing fresh attention after outlining a $20b plan to expand U.S. manufacturing. The initiative includes a new parts distribution center in Hebron, Indiana, and an excavator factory in Kernersville, North Carolina. See our latest analysis for Deere. The expansion plan lands at a time when momentum in Deere’s shares has been picking up, with a 1 month share price return of 21.7% and a year to date share price...

McKesson (NYSE:MCK) reported strong fiscal third quarter results, highlighting continued momentum across key segments including oncology, biopharma services, and pharmaceutical distribution. The company outlined substantial progress toward separating its medical surgical business, with a planned IPO targeted by the second half of 2027. Recent acquisitions and technology investments were cited as important contributors to the period's performance and ongoing business evolution. The planned...

Li Auto (LI) has put fresh numbers on the table, reporting January 2026 deliveries of 27,668 vehicles. This extends a multi month losing streak and highlights pressure from tougher competition in China’s new energy vehicle market. See our latest analysis for Li Auto. The January delivery slump sits against a mixed share price backdrop, with a 1-day share price return of 1.88% and a 7-day gain of 1.11%, but a 90-day share price return decline of 14.03% and a 1-year total shareholder return...

NXP Semiconductors has completed the sale of its MEMS sensor business. The company is exiting new RF Power developments and winding down that activity. Management is concentrating resources on software-defined vehicles, physical AI, and industrial/IoT opportunities. These moves come as NXP adjusts its portfolio in the context of margin and inventory pressures. NXP Semiconductors (NasdaqGS:NXPI) is reshaping its business around areas it views as core to its future identity, while stepping...

Columbia Sportswear (COLM) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.74, alongside net income excluding extra items of US$93.2 million. This set of results kept margins firmly in focus for the year. Over recent periods, the company has seen quarterly revenue move from US$931.8 million and EPS of US$1.56 in Q3 2024 to US$1.1b and EPS of US$1.74 in Q4 2025, while trailing twelve month EPS of US$3.24 sits against total revenue of about US$3.4b. With net...

Newmont (NEM) is back in focus after a sharp rebound in gold prices, with renewed expectations for Federal Reserve rate cuts lifting sentiment around the miner’s margins, cash generation, and recent earnings strength. See our latest analysis for Newmont. That rebound in gold has come after a choppy spell for Newmont, with a 1 day share price return of 0.25% decline and a 7 day share price return of 11.44% decline sitting against a 30 day share price return of 12.87% and a 90 day share price...

If you are wondering whether Central Bancompany's current share price lines up with its underlying value, you are not alone. The stock last closed at US$24.52, with returns of 1.9% over 7 days, 2.9% over 30 days, 2.8% year to date and 89.2% over 1 year, plus 99.0% over 3 years and 142.0% over 5 years. Recent attention on Central Bancompany has centered on its share price performance and how it fits into investors' views on regional bank stocks. This has put more focus on whether the current...

Science Applications International Corp (SAIC) recently filed a legal challenge to a major U.S. Air Force contract award, arguing the evaluation process overlooked what it views as a significant performance risk with the chosen bidder. At the same time, SAIC is accelerating an operational realignment around its "Mission Integration" approach, aiming to more closely connect commercial innovation with Pentagon procurement priorities. We will now examine how SAIC's contract challenge and...

Rocket Lab (NasdaqCM:RKLB) has secured an $816 million multi year contract with the U.S. Space Development Agency to design and build missile defense satellites. The award is described as the largest contract in the company’s history and is expected to support a significant expansion of its satellite manufacturing activities. In contrast, the cancellation of NASA’s Mars Sample Return project has removed a potential avenue of future work that Rocket Lab had been targeting. For you as an...

Oklo (OKLO) is back in focus after securing a Department of Energy medical radioisotope pilot project and partnering with Meta on a planned 1.2 gigawatt nuclear campus for data centers in Ohio. See our latest analysis for Oklo. Despite the DOE project and Meta agreement turning heads, Oklo’s share price has been volatile, with a 90 day share price return of a 36.08% decline and a 7 day share price return of a 27.71% decline, while its 3 year total shareholder return is very large. This...

Dell Technologies recently moved to qualify DRAM products from Chinese chipmaker ChangXin Memory Technologies to address a global memory shortage that is pushing up component costs and threatening product launch timelines across the tech industry. This shift marks the first time Dell has considered sourcing memory from Chinese suppliers, highlighting how supply chain pressure is reshaping long-established procurement patterns in the hardware sector. Next, we will examine how tightening...

With Sherwin-Williams trading at around US$368.91, this article explores whether the stock is priced for perfection or still offers some value, and walks through what the current share price might be telling you. The stock has returned 5.5% over the last 7 days, 11.1% over the last 30 days, 12.5% year to date, 2.1% over 1 year, 60.9% over 3 years, and 62.4% over 5 years. These figures provide important context for any view on value today. Recent coverage has focused on Sherwin-Williams as a...

If you are wondering whether Cisco Systems' current share price lines up with its underlying worth, you are not alone. Many investors are asking the same question right now. Cisco's stock has recently closed at US$81.16, with returns of 2.8% over the last 7 days, 7.4% over 30 days, 6.7% year to date, 32.9% over 1 year, 88.2% over 3 years and 98.6% over 5 years, which naturally raises questions about what is already priced in. Recent headlines around Cisco have focused on its role as a major...

Latest FY 2025 results set the stage Healthpeak Properties (DOC) has wrapped up FY 2025 with Q4 revenue of US$719.4 million, basic EPS of US$0.16, and Funds From Operations of US$328.6 million, giving investors a fresh read on both reported earnings and REIT cash generation. Over the past six quarters, revenue has ranged from US$694.3 million to US$719.4 million a quarter, while EPS has moved between a loss of US$0.17 and a profit of US$0.16. This highlights how accounting earnings can swing...

For readers considering whether United Rentals at around US$848 a share is still a solid deal or if the easy money has already been made, this article explains what the current price implies about value. The stock has had a mixed run, with a 6.1% decline over the last 7 days and a 4.4% decline over the last 30 days, while still showing a 15.9% return over 1 year, 90.6% over 3 years, and 216.3% over 5 years. Recent attention on United Rentals has focused on its role as a major equipment...

AllianceBernstein Holding (NYSE:AB) has rolled out a proprietary framework to evaluate biodiversity and water risks across its investment portfolios. The framework is designed to help investment teams and clients identify and manage nature related exposures at the portfolio level. The firm has also rebranded its NAV Lending team as AB PCI Fund & Manager Finance to reflect a broader set of non dilutive capital solutions in private markets. For investors tracking NYSE:AB, these moves come...

If you are wondering whether Uranium Energy's share price still reflects good value after a strong run, you are not alone. The stock has had a choppy stretch recently, with a 20.1% decline over the last 7 days, a 15.1% gain over 30 days, a 22.8% return year to date, and a 128.7% return over the past year. The 3 year return is very large and the 5 year return is more than 6x. Recent coverage has focused on Uranium Energy's position in the uranium sector and how investors are reacting to...

Costco Wholesale is facing a class action lawsuit alleging its Kirkland Signature Rotisserie Chicken was falsely advertised as preservative free. The suit claims the product contains preservatives, raising concerns about product labeling and marketing accuracy. The case targets Costco’s Kirkland brand, a key part of its value proposition for members. For investors watching NasdaqGS:COST, this lawsuit comes at a time when the stock trades at $978.35, with returns of 2.7% over the past week...

Why MicroVision Is Back on Investor Radar Interest in MicroVision (MVIS) has picked up as traders focus on its push to move beyond research and development into real-world automotive contracts for advanced driver-assistance systems and autonomous driving. This renewed attention centers on whether MicroVision can turn its LiDAR and perception software portfolio into signed partnerships and production programs, a shift that would directly test the high-risk, high-reward narrative around the...

Capital Southwest (NasdaqGS:CSWC) has formed a joint venture with a private credit asset manager to target first out senior secured debt in the lower middle market. The partnership introduces an off balance sheet private fund structure that aims to widen Capital Southwest's deal access and funding options. The move is intended to expand the range of capital solutions available to clients and may influence future shareholder returns. At a current share price of $23.22, Capital Southwest...

Atmos Energy (ATO) opened fiscal Q1 2026 with revenue of US$1.3b and EPS of US$2.48, alongside trailing twelve month revenue of US$4.9b and EPS of US$7.78 that frame the latest print within a steadily building earnings profile. Over recent quarters, revenue has moved from US$1.2b in Q1 2025 to US$1.3b in Q1 2026, while quarterly EPS has shifted from US$2.25 to US$2.48, supported by trailing twelve month net income of about US$1.2b. This keeps the focus firmly on how durable current margin...

Whirlpool Corporation (NYSE:WHR) has been named to TIME's list of "America's Most Iconic Companies." It is the only home appliance company included on the list. Whirlpool is also previewing a broad lineup of new product features and technology to debut at KBIS 2026 across Whirlpool, Maytag, KitchenAid, and JennAir. For investors, this recognition arrives after a mixed share price record. Whirlpool trades at $87.69, with the stock up 8.4% over the past week, 14.4% over the past month, and...