U.S. Semiconductors Stock News

If you are wondering whether Warner Bros. Discovery is still good value after its recent run, this article walks through what the current share price could be implying about the business. The stock closed at US$28.86, with returns of 0.9% over 7 days, a 2.9% decline over 30 days, 1.2% year to date, 194.8% over 1 year and 129.2% over 3 years, while the 5 year return sits at a 20.8% decline. Recent headlines around Warner Bros. Discovery have included ongoing attention on its combined...

In January 2026, Enovix Corporation reported independent third-party test results showing its AI-1 smartphone battery reached 935 Wh/L volumetric energy density, surpassing a leading commercially available silicon-doped smartphone battery tested under identical conditions. The tests highlight Enovix’s patented architecture using 100% active silicon anodes, which enables materially higher energy density than conventional graphite-based smartphone batteries. Next, we’ll examine how this...

Zscaler (ZS) has drawn fresh attention after appointing Dr. Swamy Kocherlakota as Executive Vice President of Agentic AI Security Engineering, a role focused on securing autonomous AI agents that act as both users and applications. See our latest analysis for Zscaler. These leadership moves come after a year where Zscaler’s share price return has been mixed in the short term. Its 30 day share price return shows an 8.23% decline and its 90 day share price return shows a 28.28% decline, while...

In recent months, United Parcel Service has begun its largest-ever network reconfiguration, closing facilities such as its Cadillac site while rolling out agentic AI to handle over 90% of cross-border transactions and optimize dozens of locations across its logistics network. These changes have already been linked to improved efficiency and a double-digit increase in adjusted operating income, highlighting how automation and AI are reshaping UPS’s underlying business model. We’ll now examine...

Ionis Pharmaceuticals (IONS) is back in focus after highlighting 2025 progress and previewing a packed 2026 pipeline, including TRYNGOLZA sales of US$105 million, multiple potential product launches, and late stage clinical readouts. See our latest analysis for Ionis Pharmaceuticals. The latest pipeline update comes after a mixed few weeks for the stock, with a 1-day share price return of a 2.67% decline and a 7-day share price return of a 2.47% decline, while the 90-day share price return of...

If you are wondering whether Lumen Technologies at around US$8.15 is a bargain or a value trap, you are not alone. That is exactly what this article is here to unpack. The share price has seen a mix of shorter term softness, with a 1.8% decline over the last week and a 4.1% decline over the last month, alongside a 6.0% gain year to date and a 53.5% return over the past year, compared to a 45.8% return over three years and a 14.9% decline over five years. Recent coverage of Lumen has focused...

Amprius Technologies (AMPX) recently completed all sales under its at the market equity offering program, issuing 25.5 million shares and raising about US$97.5 million in net proceeds, a funding step many investors are watching closely. See our latest analysis for Amprius Technologies. The completion of the at the market program comes after a mixed run for the stock, with a 90 day share price return of a 33.81% decline but a 1 year total shareholder return of about 2 times. This suggests long...

With no single fresh headline driving attention, interest in Schrödinger (SDGR) today centers on its mix of software and drug discovery operations, its current share price of $18.31, and its recent return profile. See our latest analysis for Schrödinger. Recent trading has been choppy, with a 1 day share price return decline of 1.77% and a 90 day share price return decline of 11.16%, while the 1 year total shareholder return decline of 3.99% and 5 year total shareholder return decline of...

Hims & Hers Health (HIMS) is back in focus after Amazon Pharmacy said it will offer Novo Nordisk’s Wegovy weight loss pill, sharpening competition in a category Hims & Hers has been building into. See our latest analysis for Hims & Hers Health. The Amazon Pharmacy move comes after a choppy stretch for Hims & Hers, with a 30 day share price return decline of 13.46% and a 90 day share price return decline of 48.69%. However, the 1 year total shareholder return of 22.85% and the 3 year total...

McEwen (MUX) has just released final drill results from its newly acquired Tartan Mine Project near Flin Flon, Manitoba, an update closely tied to its long term plan to expand gold production capacity. See our latest analysis for McEwen. McEwen’s recent Tartan drill results and the closing of the Canadian Gold Corp. acquisition come after a 16.6% year to date share price return and a very large 1 year total shareholder return of 161.15%. This suggests momentum has been building as investors...

In recent months, multiple brokerages have updated their views on CenterPoint Energy, with BMO Capital upgrading the company to Outperform and a broad analyst consensus now also rating the stock as Outperform. This clustering of favorable opinions signals growing confidence in CenterPoint Energy’s business direction and regulatory positioning among professional analysts. Next, we’ll examine how this wave of Outperform ratings may influence CenterPoint Energy’s existing investment narrative...

Earlier this week, Salesforce rolled out a new AI-powered Slackbot as part of its Agentforce 360 vision, positioning Slack as a conversational interface that connects employees with organizational data, workflows, and third-party agents in real time while honoring existing permissions and access controls. This move highlights Salesforce’s attempt to make enterprise AI more usable day-to-day by embedding context-aware agents directly into familiar tools rather than adding separate, complex...

NWPX Infrastructure (NWPX) is attracting fresh attention after reporting the first commercial use of its patent pending Permalok Radial Bending Joint in Tampa Bay Water’s South Hillsborough Pipeline microtunneling project. See our latest analysis for NWPX Infrastructure. At a latest share price of $67.29, NWPX Infrastructure has paired the Permalok RBJ milestone with steady short term momentum, including a 7 day share price return of 5.12%. Longer term total shareholder returns of 41.99% over...

Royalty growth outlook and capital deployment signal focus areas for investors Ligand Pharmaceuticals (LGND) recently highlighted an expected 40% royalty revenue increase in 2026 and a 23% compound annual growth rate projection through 2030, alongside more than US$1b in deployable capital for new investments. See our latest analysis for Ligand Pharmaceuticals. Those royalty growth projections and the large capital pool are arriving after a sharp move in the stock, with a 1 year total...

Zevra Therapeutics (ZVRA) is in focus as its leadership prepares to present at the J.P. Morgan 44th Annual Healthcare Conference on January 15, 2026, where it will outline rare disease programs and broader growth plans. See our latest analysis for Zevra Therapeutics. The upcoming J.P. Morgan conference appearance follows a 1-day share price return of 6.44% and a 7-day share price return of 7.34%. Over the past 90 days, the share price declined by 24.28%, contrasting with a 1-year total...

Waystar Holding (WAY) just introduced agentic intelligence to its cloud-native AltitudeAI platform, with the aim of automating more of the healthcare revenue cycle and reducing manual work related to authorizations, denials, and claims corrections. See our latest analysis for Waystar Holding. Despite the agentic intelligence launch and recent conference spotlight, Waystar Holding’s share price has eased to US$30.58, with a 90 day share price return of 16.74% and a 1 year total shareholder...

Carnival Corporation recently entered a 10‑year offtake agreement for liquified natural gas with Stabilis Solutions to supply its Port of Galveston operations starting in late 2027, contingent on financing and construction of a new LNG facility. This long-term LNG commitment, paired with a series of positive analyst views, highlights how fuel sourcing and sustainability are becoming central to Carnival’s business model. We’ll now explore how Carnival’s long-term LNG supply deal may influence...

Marathon Petroleum (MPC) is back on many investors’ screens after its recent share price moves, with the stock showing a modest gain over the past week but declines over the month and past 3 months. See our latest analysis for Marathon Petroleum. Zooming out, Marathon Petroleum’s 6.49% year to date share price return and 20.30% one year total shareholder return suggest momentum has cooled recently after a stronger run and may indicate shifting expectations around future cash flows and...

Executive shifts and trade pressures put PDD Holdings (PDD) in focus Recent leadership changes at PDD Holdings, including new senior appointments alongside existing co-CEOs, come as the company operates through tighter U.S. trade rules, tariffs, and the removal of duty-free treatment for some China-origin shipments. See our latest analysis for PDD Holdings. The share price has been under pressure recently, with a 1-day share price return showing a 5.40% decline and a 7-day share price return...

If you are wondering whether Allegiant Travel's current share price still reflects its underlying value, you are not alone. This article will walk through what the market may be pricing in. The stock has had a mixed run, with a 7.7% decline over the last week, a roughly flat 0.2% return over the past month, and a 14.8% decline over the past year. The 3 year return sits at 10.3% and the 5 year return at a 51.9% decline. Recent attention on Allegiant Travel has focused on how its business...

In recent days, Datadog has been at the center of mixed analyst reactions, with several firms reaffirming positive ratings while others downgraded the stock or removed it from preferred lists, all against a backdrop of sector rotation away from high-growth technology names. This divergence highlights how the same fundamentals, such as Datadog’s role in cloud observability and AI-related workloads, are being interpreted very differently, revealing a split view on competitive risks and...

Klarna Group (KLAR) is back in focus after a series of securities class action lawsuits tied to its September 2025 IPO, centered on alleged understatement of credit and loss reserve risks. See our latest analysis for Klarna Group. The recent wave of class action filings, together with reaction to proposals to cap credit card interest rates, has kept Klarna Group in the spotlight. The share price reflects that tension, with a 90 day share price return of a 20.5% decline versus a year to date...

Earlier in January, Strategy Inc. disclosed that it had purchased 13,627 bitcoin for about US$1.25 billion, lifting its treasury to 687,410 BTC, funded through sales of common stock and its Variable Rate Series A Perpetual Stretch Preferred Stock whose annual dividend was raised from 10.75% to 11.00% for 2026 periods. This latest transaction, coinciding with MSCI’s decision to keep Strategy in its indexes and insider share purchases, highlights how the company is using equity and high-yield...

If you are looking at Dynex Capital and wondering whether the current share price lines up with what the company is really worth, this article is designed to walk you through that question step by step. The stock recently closed at US$14.04, with a 30 day return of 3.8% and a 1 year return of 33.6%. By contrast, the 7 day return of 0.2% and year to date return of 0.3% show a quieter very short term picture. Recent coverage around Dynex Capital has focused on its role in the mortgage REIT...