U.S. Semiconductors Stock News

NYSE:CVNA
NYSE:CVNASpecialty Retail

Carvana (CVNA) EPS Surge To US$6.05 Tests Bull And Bear Narratives

Carvana (CVNA) just put another profitable quarter on the board, with Q4 2025 revenue of US$5.6 billion and net income of US$857 million, translating to basic EPS of US$6.05 as the trailing twelve month figures show earnings growth of 570% year over year. Over the last six reported quarters, revenue has moved from US$3.5 billion in Q4 2024 to the current US$5.6 billion, while quarterly EPS has stepped up from US$0.61 to US$6.05 alongside trailing net margin expanding from 1.5% to 6.9%. This...
NYSE:DK
NYSE:DKOil and Gas

Delek US Holdings (DK) Q1 Loss Deepens And Tests Bullish Margin Recovery Narrative

Q1 2026 results set the tone Delek US Holdings (DK) opened 2026 with Q1 revenue of US$2,653.1 million and a basic EPS loss of US$3.33, as net income from continuing operations remained in the red at US$200.9 million. Over the past six quarters, quarterly revenue has moved between US$2,373.7 million and US$2,887 million while basic EPS has swung from a loss of US$6.98 to a profit of US$2.96, highlighting how sensitive earnings have been to margin shifts. With trailing 12 month EPS at a loss of...
NYSE:F
NYSE:FAuto

Ford Motor (F) Q1 Profit Of US$2.5b Tests Skepticism Around Ongoing Losses

Ford Motor (F) has opened 2026 with Q1 revenue of US$43.3b and basic EPS of US$0.64, alongside trailing 12 month revenue of US$189.9b and a basic EPS loss of US$1.53 that reflects a still negative earnings base. Over the past year, the company has seen quarterly revenue move between US$40.7b and US$50.5b while basic EPS has ranged from a loss of US$2.78 to a profit of US$0.64, highlighting how volatile profitability has been from quarter to quarter. For investors, the latest print points to...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Elanco Screwworm Authorizations Spark Questions On Livestock Role And Valuation

Elanco Animal Health (NYSE:ELAN) has received emergency use authorizations from the U.S. FDA and EPA for Negasunt Powder and Tanidil to combat New World screwworm in livestock. The approvals give veterinarians and producers immediate tools to prevent and treat infestations as the parasite threat approaches the U.S. border. The authorizations were coordinated with federal and state agencies and focus squarely on protecting U.S. animal health during a potential outbreak. For investors...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Is It Time To Reassess Fermi (FRMI) After The Sharp Year To Date Share Price Fall

If you are trying to figure out whether Fermi is attractively priced or not, the recent share performance gives you some very direct clues to work with. The stock last closed at US$5.13, with returns of a 13.3% decline over 7 days, a 12.2% decline over 30 days, and a 41.8% decline year to date, which will shape how you think about both potential upside and risk. Recent coverage has focused on how this pullback has put more attention on whether the current share price lines up with Fermi's...
NYSE:ECG
NYSE:ECGConstruction

Is It Too Late To Consider Everus Construction Group (ECG) After Its 244% One Year Surge?

If you are wondering whether Everus Construction Group is priced attractively or starting to look stretched, the recent share activity gives a useful starting point for a closer look at value. The stock closed at US$147.43, with returns of 8.1% over 7 days, 24.9% over 30 days, 65.3% year to date and 244.1% over 1 year, which puts valuation questions firmly on the table for any investor tracking the name. Recent coverage has focused on Everus Construction Group's strong share price...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock (SW) Margin Improvement Challenges Bearish Narrative In Q1 2026 Results

Smurfit Westrock (NYSE:SW) has just put fresh numbers on the table for Q1 2026, following a run where quarterly revenue has sat around US$7.5 billion to US$8.0 billion and EPS moved between US$0.19 and US$0.74 over the past year, alongside trailing 12 month earnings growth of 119.1%. Over recent quarters the company has seen revenue range from US$7.5 billion in Q4 2025 up to US$8.0 billion in Q3 2025, while basic EPS has swung from a loss of US$0.05 in Q2 2025 to US$0.74 in Q1 2025 and 1.34...
NYSE:CPT
NYSE:CPTResidential REITs

Is Camden Property Trust (CPT) Pricing Reflect Recent REIT Sentiment Shift?

Wondering if Camden Property Trust at around US$105 is offering value or asking too much? This article breaks down what the current price might actually reflect. The stock has a recent 7 day return of 2.5% and a 30 day return of 7.5%, yet sits on a year to date return of a 4.7% decline and a 1 year return of a 4.8% decline. This raises questions about how the market is reassessing risk and opportunity here. Recent coverage has focused on Camden Property Trust as a residential REIT, with...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy Carolinas Merger Puts Customer Savings And Growth Plans In Focus

Public Service Commission of South Carolina has approved Duke Energy's plan to combine Duke Energy Carolinas and Duke Energy Progress into a single utility for the Carolinas. The combination is structured to deliver billions in guaranteed savings to customers in North and South Carolina. Duke Energy plans to use the unified structure to streamline operations and address regional power demand for its Carolinas customer base. Duke Energy (NYSE:DUK) is coming into this decision with shares at...