U.S. Semiconductors Stock News

NYSE:MTG
NYSE:MTGDiversified Financial

Assessing MGIC Investment (MTG) Valuation After Recent Share Weakness And Long Term Return Strength

What MGIC Investment (MTG) Offers Investors Right Now MGIC Investment (MTG) has drawn fresh attention after recent share moves, with the stock down over the past week but modestly higher over the past month and past 3 months. At a last close of US$26.66, MGIC sits against a longer record that includes a negative year to date return, a positive 1 year total return, and multi year total returns that may interest income and value focused investors. See our latest analysis for MGIC...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Should Harrow’s (HROW) CCO Promotion and Reaffirmed 2025 Revenue Guidance Require Action From Investors?

Harrow, Inc. recently promoted Patrick W. Sullivan, age 50, to Chief Commercial Officer effective January 30, 2026, and reaffirmed its full-year 2025 revenue guidance of US$270 million to US$280 million. By elevating an experienced commercial leader with a track record across major pharmaceutical launches while reiterating revenue expectations, Harrow is signaling both commercial focus and operational steadiness. Next, we’ll consider how Sullivan’s promotion to Chief Commercial Officer might...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Autodesk’s Trademark Fight With Google Over “Flow” Might Change The Case For Investing In ADSK

Autodesk recently filed a lawsuit against Google alleging trademark infringement over the use of the “Flow” name for AI tools in film, TV, and gaming production, claiming Google launched competing software and pursued a trademark without Autodesk’s consent. The dispute has drawn fresh attention to Autodesk’s role in AI-enabled media and entertainment workflows, raising questions about how it protects its software brands as competition intensifies. We’ll now examine how this trademark dispute...
NasdaqGS:DORM
NasdaqGS:DORMAuto Components

E-Commerce Overhaul And New Parts Catalog Could Be A Game Changer For Dorman Products (DORM)

Dorman Products recently expanded its addressable market by launching hundreds of new direct replacement parts that meet or exceed original equipment standards, integrating the previously acquired SuperATV business and enhancing its position across adjacent aftermarket categories. The company also rolled out a redesigned website with an upgraded e-commerce platform, aiming to improve part identification, order accuracy, and delivery efficiency, which could meaningfully influence how...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Is Cimpress (CMPR) Pricing Reflect Its Large DCF Upside And High P/E Multiple?

If you are trying to figure out whether Cimpress at around US$74 per share still offers value, you will want to see how the current price lines up against different valuation checks. The stock has seen a mix of moves recently, with a 1.8% decline over the past week and a 6.9% decline over the past month, while still showing returns of 13.1% year to date and 37.9% over the past year. Investors have been reacting to ongoing business updates and broader sentiment around Cimpress, which have...
NYSE:DIS
NYSE:DISEntertainment

Disney Legal Battles Put AI IP And Patent Risks In Investor Focus

Disney has filed a lawsuit against ByteDance over alleged misuse of Disney intellectual property in an AI tool. In Germany, InterDigital has secured an additional patent injunction affecting certain Disney media distribution technologies. These parallel legal actions put a spotlight on Disney's exposure to technology related IP disputes and licensing risks. For investors watching NYSE:DIS, the twin legal developments land at a time when the stock trades at $105.45 and has seen a 41.2%...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

FDA Flu Ruling Tests Moderna Regulatory Assumptions And mRNA Pipeline Timing

FDA declined to review Moderna’s mRNA flu vaccine application, despite prior agreement on study design. The decision reportedly went against the recommendations of career FDA scientists. Regulatory setback raises questions for Moderna’s broader mRNA vaccine pipeline and timelines. For investors following Moderna, NasdaqGS:MRNA, this FDA decision cuts to the core of its investment story as a vaccine focused mRNA platform company. The company has been working to extend its mRNA technology...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Italian Tax Probe Adds Fresh Risk To Amazon.com’s Growth Narrative

Italian tax authorities have opened a new investigation into Amazon.com over suspected failure to declare income in its Italian operations. Police have searched Amazon's Milan headquarters and the homes of certain managers as part of the probe. Amazon has responded by stressing transparency in its tax practices and criticizing the approach taken by the authorities. For investors watching NasdaqGS:AMZN, this tax probe comes at a time when the stock is trading at $198.79, with a mixed return...
NYSE:SE
NYSE:SEMultiline Retail

Insider And ARK Buying Test Confidence In Sea’s Transition Story

Insiders and high-profile investors have been buying shares of Sea (NYSE:SE), including fresh purchases disclosed in recent filings. ARK Invest has increased its stake in Sea, adding to its position during a period of sector pressure and company transition. These transactions come while Sea continues to adjust its gaming business and refine its broader operating model. Sea runs a combination of digital businesses that include gaming, e commerce, and financial services, all of which are...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E Storm Readiness Offers Fresh Insight Into Risk And Valuation

PG&E (NYSE:PCG) is preparing for a major winter storm by pre-positioning crews, equipment, and support teams across its service territory. The company has activated its Emergency Operations Center and developed response plans aimed at managing potential power outages and service disruptions. These steps are focused on customer safety, grid reliability, and managing weather-related and wildfire-related risks during the upcoming storm period. PG&E is a large regulated electric and gas utility...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

A Look At Texas Capital Bancshares (TCBI) Valuation As Recent Returns Signal Building Momentum

Recent share performance and business snapshot Without a specific news headline driving Texas Capital Bancshares (TCBI) today, investors are more likely focusing on how the stock and underlying business currently stack up based on recent returns and financial profile. The shares most recently closed at $103.42, with a 1 day move of 2.6% and a return of roughly flat over the past week. Over the past month, the stock shows a 5.5% gain, and about 25.1% over the past 3 months. Looking at longer...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Domino's Philanthropy Surge And India Expansion Could Be A Game Changer For Domino's Pizza (DPZ)

In 2025, Domino's Pizza Inc. reported raising an all-time high of more than US$19.00 million for St. Jude Children's Research Hospital, taking its total contributions since the partnership began to over US$162.00 million and supporting its pledge made in May 2024 to reach US$300.00 million in fundraising by 2034. At the same time, India's Domino's operator Jubilant FoodWorks recorded a very large third-quarter profit increase and rapid store expansion, highlighting how franchise partners in...
NYSE:NET
NYSE:NETIT

Cloudflare Legal Leadership Shift Highlights Regulatory And Profitability Questions

Cloudflare (NYSE:NET) announced that Chief Legal Officer Doug Kramer will step down after nearly a decade in the role. Deputy Chief Legal Officer Alissa Starzak is set to succeed Kramer, providing an internal succession plan. The transition comes as Cloudflare continues to focus on growth and product expansion in internet security and performance. For investors watching NYSE:NET, this legal leadership change comes at a time when the stock trades around $195.85. Over the past 3 years, the...
NYSE:CHE
NYSE:CHEHealthcare

Does Chemed's (CHE) Bigger Buyback and 219th Dividend Reveal Its True Capital Allocation Priorities?

Chemed Corporation recently announced that its Board of Directors declared a quarterly cash dividend of US$0.60 per share, payable on March 13, 2026, to shareholders of record on February 23, 2026, marking the 219th consecutive quarterly dividend in its 54 years as a public company. Alongside this dividend reaffirmation, the Board also authorized an additional US$300.00 million for the existing share repurchase program, highlighting the company’s consistent focus on returning capital to...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Is Starbucks (SBUX) Share Price Justified After Recent Turnaround Focus?

If you are wondering whether Starbucks at around US$93.79 is priced for a comeback or still has work to do, you are not alone. This article will help you frame that question around value. The stock is up 0.9% over the last 30 days and 11.7% year to date, but over 1 year it has returned 14.4% and over 5 years 1.8%. This leaves many investors asking how today’s price stacks up against the company’s fundamentals. Recent attention on Starbucks has focused on how the brand is executing on its...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Liberty Broadband Insider Sale Tests Confidence After Earnings Swing And Buybacks

Liberty Broadband director David Wargo has recently sold a significant number of company shares. The transaction involves Liberty Broadband stock trading around $55.6 under ticker NasdaqGS:LBRD.K. The scale of the sale is drawing attention from shareholders who track insider activity as a potential sentiment signal. For investors watching Liberty Broadband, the insider sale comes against a mixed return profile. The share price is around $55.6, with the stock up 3.4% over the past week and...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity Expands Drug Discovery Tools As Investors Weigh Growth And Valuation

Revvity (NYSE:RVTY) introduced several new discovery platforms at SLAS2026, aimed at speeding up high-throughput drug discovery workflows. The launches include an advanced high-content screening system, a multimode plate reader, and a compact liquid handler for integrated lab setups. These products expand Revvity's portfolio in life sciences tools and are designed to support more efficient discovery programs. For investors watching NYSE:RVTY, this product launch comes as the shares trade at...
NYSE:LVS
NYSE:LVSHospitality

Is Las Vegas Sands’ Leadership Consolidation Under Patrick Dumont Reshaping the Investment Case for LVS?

Las Vegas Sands announced on February 13, 2026 that Patrick Dumont will become chairman and chief executive officer on March 1, 2026, with long-time leader Robert G. Goldstein moving to a senior advisor role through March 2028 and Dumont also chairing Hong Kong–listed Sands China. This leadership consolidation places an experienced internal executive, who has overseen large-scale Macao and Singapore investments including an US$8.00 billion ultra-luxury Singapore project, at the center of...