U.S. Semiconductors Stock News

Event driven move in JPMorgan Chase stock JPMorgan Chase (JPM) has been grinding higher, with the stock now up about 10 % over the past month and roughly 39 % over the past year, outpacing many large bank peers. See our latest analysis for JPMorgan Chase. The latest climb in JPMorgan Chase shares, with a 30 day share price return of just over 10 % and a 1 year total shareholder return approaching 39 %, points to momentum building as investors increasingly price in durable earnings power...

Western Digital Corporation was added to the Nasdaq-100 index on December 22, 2025, following its spin-off of the Flash business into a separate SanDisk entity and renewed focus on high-capacity hard disk drives for AI and cloud data centers. This combination of index inclusion and a sharpened AI-centric storage model is reshaping Western Digital’s role in large-scale data infrastructure and how investors view its long-term earnings power, capital returns, and risk profile. Next, we’ll...

Ramaco Resources (METC) just put real money behind its optimism, rolling out a $100 million share repurchase program over the next two years after completing sizable capital raises earlier this year. See our latest analysis for Ramaco Resources. The buyback news lands as the share price has rebounded to $18.18, with a 7 day share price return of 30.04 percent and a year to date share price return of 69.75 percent. A 1 year total shareholder return of 82.68 percent and 5 year total shareholder...

How Has Deere's Share Price Been Performing? After a strong multi year run, Deere's share price has been more range bound recently, which can make it harder for investors to judge whether the current level really offers good value. To set the scene for a valuation deep dive, it helps to look at how the stock has actually been behaving. Over the last year, Deere has delivered a total return of 9.5%, with shares up 11.8% year to date despite some recent softness. In the shorter term, the stock...

If you are wondering whether Tradeweb Markets at around $107 a share still offers value or if most of the upside is already priced in, you are not alone. The stock has crept higher in the short term, up about 2.5% over the last week and 2.0% over the past month, even though it is still down roughly 18.3% year to date and 19.8% over the last year, following a strong 68.5% gain over three years and 77.7% over five years. Recent moves have come as investors refocus on Tradeweb's structural role...

Ultra Clean Holdings (UCTT) just picked up a Zacks Rank #2 (Buy) upgrade after analysts raised their earnings estimates, which is a clear signal that expectations for the company’s near term profit trajectory are improving. See our latest analysis for Ultra Clean Holdings. The upgrade lands after a choppy stretch, with the share price at 26.18 dollars and a 30 day share price return of 13.58 percent contrasting with a weaker year to date share price return and similarly negative one year...

If you are wondering whether Albemarle is a bargain or a value trap at today’s price, you are not alone. This piece will walk through what the current market is really baking in. After a tough few years, the stock has bounced hard, climbing 10.2% over the last week, 28.2% over the past month, and an impressive 74.2% year to date, although the 3 year return is still down 27.5% with just 5.5% over 5 years. That swingy profile has been driven by shifting expectations around long term lithium...

Earlier this year, Bright Horizons Family Solutions posted a third-quarter revenue increase that surpassed analyst expectations by 2.9%, alongside stronger-than-expected organic revenue and adjusted operating income. This outperformance relative to forecasts underscores the strength of Bright Horizons’ core operations at a time when investors were closely watching its execution. We’ll now examine how this earnings beat, particularly the upside in adjusted operating income, may influence...

How does Krystal Biotech look on traditional valuation checks To get a clearer handle on whether Krystal Biotech still offers value after such a strong run, it helps to strip things back to the fundamentals and run through a few well known valuation lenses. Here we will walk through how the stock stacks up on simple metrics like price to earnings, price to sales, and price to book, then layer in expectations of future growth to see if the current share price can be justified. Starting with...

In December 2025, Diebold Nixdorf announced an expanded partnership with Autogrill in Italy and a new VCP-Pro 7 deployment with Capital Bank in Jordan, adding managed services, flexible retail technology and Windows 11-powered ATMs to its multivendor solutions footprint. These wins highlight Diebold Nixdorf’s push deeper into higher-margin software and managed services, broadening its role as a single technology partner across banking and travel-focused retail. We’ll now examine how Diebold...

POET Technologies (NasdaqCM:POET) is back on traders radar after a sharp jump in call option activity, with rising implied volatility hinting that investors are positioning for bigger AI and data center related moves in the future. See our latest analysis for POET Technologies. That speculative options activity is landing on a stock that has already been lively, with a 30 day share price return of 51.62 percent and a 3 year total shareholder return of 146.32 percent. This points to momentum...

Ondas Holdings (ONDS) has quietly turned into a serious momentum story, with the stock up sharply this year as investors warm to its mix of industrial wireless networks and autonomous drone technology. See our latest analysis for Ondas Holdings. That enthusiasm is showing up clearly in the numbers, with a 7 day share price return of 23.9 percent feeding into a powerful year to date share price gain of 247.2 percent and a 1 year total shareholder return of 352.0 percent. This suggests...

In December 2025, Travere Therapeutics reported a series of favorable FDA updates for FILSPARI, including the cancellation of an advisory committee review, easing of REMS requirements, and growing regulatory acceptance of proteinuria reduction as a key endpoint ahead of a January 2026 decision on expanding its use to focal segmental glomerulosclerosis (FSGS). These regulatory developments highlight how Travere’s lead kidney drug could potentially broaden its reach in an area with limited...

Blue Owl Capital (OWL) has been grinding through a rough stretch, but its recent bounce over the past month has some investors asking whether the selloff has finally gone too far. See our latest analysis for Blue Owl Capital. At around $15.46, Blue Owl’s recent 1 month share price return of just over 9 percent comes after a much tougher stretch, with year to date share price performance still deeply negative even as its 3 year total shareholder return remains strongly positive. This suggests...

Earlier this month, Morgan Stanley upgraded Motorola Solutions to Overweight, pointing to improved growth prospects as the company integrates its US$4.40 billion Silvus Technologies acquisition and continues investing in advanced public safety technology. The completed Silvus deal deepens Motorola Solutions’ capabilities in secure, wireless communications for government and defense customers, potentially reinforcing its role in mission‑critical public safety infrastructure globally. Now...

In the past week, Paychex reported fiscal second-quarter 2025 results showing revenue rising to US$1,557.6 million while net income and earnings per share eased modestly year-on-year, and it also completed a US$390.62 million buyback of 2,928,855 shares under its January 2024 authorization. Management raised its adjusted earnings outlook for fiscal 2026, pointing to stronger-than-expected contributions from the Paycor acquisition and early benefits from new AI-driven HR and compliance tools,...

Rubrik (RBRK) has been in the spotlight after its stronger than expected Q3 results. Subscription ARR is jumping, margins are improving, and management has lifted 2026 guidance, all while investor buzz keeps building. See our latest analysis for Rubrik. That upbeat Q3 update seems to be feeding into the story, with Rubrik’s 30 day share price return of 16.93 percent lifting the stock to 78.80 dollars. Year to date momentum looks solid, even though the one year total shareholder return sits at...

Akamai Technologies (AKAM) just rolled out its ISV Catalyst partner program and a separate strategic tie up with Visa, moves that quietly tighten its grip on AI ready cloud infrastructure and secure, agent driven commerce. See our latest analysis for Akamai Technologies. These moves land as Akamai’s 90 day share price return of 17.83 percent contrasts with a negative year to date share price return of 6.92 percent and a one year total shareholder return of 8.35 percent in the red, suggesting...

If you are wondering whether AbbVie is still attractive after its massive run, or if the value story has already played out, this breakdown outlines the key factors that can help you assess whether the current price makes sense. The stock has climbed 28.1% year to date and 32.2% over the last year, with a 58.2% return over three years and 165.4% over five. This performance naturally raises questions about how much upside may remain from here. Recent headlines have focused on AbbVie's...

Wondering if BeOne Medicines is still a smart buy after its big run up, or if the easy money has already been made? Here is a closer look at what the current share price implies about its long term potential. The stock has been volatile lately, slipping 6.3% over the last month but still up 1.9% in the past week, and 69.4% year to date and 71.6% over the past year. This suggests the market is rapidly updating its view of the company. Recent headlines around BeOne Medicines have centered on...

If you are wondering whether Starbucks at around $84 a share is a bargain or a value trap right now, you are not alone. This makes it a good moment to unpack what the market is really pricing in. Over the past year the stock is down about 3.4%, with a softer 8.2% slide year to date, but a modest 1.5% gain over the last month hints that sentiment might be stabilizing as investors reassess its long term growth story. Recently, markets have been weighing Starbucks strategic push into new store...

Alibaba Group Holding (NYSE:BABA) is back in the spotlight after a flurry of AI focused moves, from massive accelerator orders with global chipmakers to new multilingual models and agent platforms rolling out across its ecosystem. See our latest analysis for Alibaba Group Holding. All of this AI momentum is landing against a backdrop where Alibaba’s share price has pulled back, with a 1 month share price return of negative 6.6% and a 3 month share price return of negative 14.5%. At the same...

ASA Gold and Precious Metals (ASA) has just been spotlighted as a rare opportunity in the metals and mining space, after its strong earnings and revenue growth stood out during the latest US market rally. See our latest analysis for ASA Gold and Precious Metals. That attention has come on the back of powerful price action, with a roughly 27 percent 30 day share price return and a 192 percent year to date share price return. The 1 year total shareholder return above 200 percent signals that...

Alexandria Real Estate Equities (ARE) is back in the spotlight as multiple class action lawsuits, a sharp guidance reset, and an S&P outlook cut converge, forcing investors to reassess this beaten down life science REIT. See our latest analysis for Alexandria Real Estate Equities. All of this legal and ratings pressure has played out in the numbers, with Alexandria’s share price now at $48.76 after a roughly 50 percent year to date share price decline and an even steeper multi year total...