U.S. Semiconductors Stock News

Constellation Energy has agreed to acquire Calpine in a $26.6b deal, expanding its generation portfolio to around 55 GW and a claimed 10% of U.S. clean energy production. The company is seeking to restart the Crane nuclear plant to support a 20 year clean power supply agreement with Microsoft. Regulatory concerns have emerged, with the PJM Interconnection market monitor questioning the pace and structure of the Crane restart plan. Constellation Energy, NasdaqGS:CEG, is moving through a...

If you are wondering whether Newsmax at around US$6.71 is a bargain or a value trap, the starting point is understanding what that share price actually builds in. The stock has seen mixed recent returns, with a 5.5% gain over the last 30 days, a 14.8% year to date decline and a steep 70.3% drop over the past year. These moves have kept attention on how investors are reassessing the company, with media coverage focusing on Newsmax's positioning in the U.S. news market and its efforts to grow...

Stock Yards Bancorp (SYBT) has just wrapped up Q4 2025 with total revenue of US$102.7 million and basic EPS of US$1.25, setting the stage for its Q1 2026 reporting season with a trailing twelve month EPS of US$4.77. Over the last six reported quarters, total revenue has moved from US$85.5 million in Q3 2024 to US$102.7 million in Q4 2025, while basic EPS has shifted from US$1.00 to US$1.25. This gives investors a clearer line of sight on how earnings power is tracking into the new year. With...

If you are wondering whether ESAB at around US$102.92 is offering value or risk at this point, the recent mix of returns gives a useful starting point. Over the past week and month, the stock has returned 4.0% and 7.8% respectively, while year to date it is down 8.6%. The 1 year return shows a 13.9% decline, compared with an 80.7% gain over 3 years. Recent coverage has focused on ESAB's share price performance over different time frames and how that compares with the wider Machinery...

The United States market has remained flat over the past week but has experienced a significant 30% increase over the past year, with earnings projected to grow by 16% annually. In this context, identifying high growth tech stocks involves looking for companies that demonstrate strong potential for sustained revenue expansion and innovation in a dynamic economic environment.

The United States market has remained flat over the past week, yet it has experienced a notable 30% rise over the last year, with earnings projected to grow by 16% annually in the coming years. In this context, identifying stocks that are potentially undervalued can offer investors opportunities to acquire shares at a discount relative to their intrinsic value.

Lam Research (LRCX) has put up another solid quarter, with Q3 2026 revenue at US$5.8b, basic EPS at US$1.46, and trailing twelve month EPS at US$5.32 as earnings over the last year grew 44.1%. The company has seen revenue move from US$4.7b in Q3 2025 to US$5.8b in Q3 2026, while quarterly basic EPS moved from US$1.04 to US$1.46 over the same period. This has set the stage for the 30.9% net margin reported over the last twelve months versus 27.2% in the prior year. Overall, these results point...

The United States market has been flat over the last week but is up 30% over the past year, with earnings forecast to grow by 16% annually. In this environment, growth companies with significant insider ownership can be appealing as they often demonstrate strong commitment from those who know the business best.

In the last week, the market has been flat, but over the past 12 months, it has risen by 30%, with earnings expected to grow by 16% annually in the coming years. In this context, identifying stocks with strong financial health is crucial for investors looking to capitalize on growth opportunities. Although the term "penny stocks" might seem outdated, these shares often represent smaller or newer companies that can offer significant value and growth potential when backed by solid fundamentals.

Wondering if Core & Main at around US$48.95 is offering good value right now, or if the best part of the move is already behind it. The share price shows mixed recent returns, with a 7 day move of 5.8% decline, a 30 day return of 3.2% decline, year to date at 8.4% decline, but a 3 year gain of 87.8% that may still catch your eye. Recent coverage has focused on Core & Main's position in trade distribution and how investors are reassessing companies in this niche after shifts in market...

In the last week, the United States market has remained flat, yet it boasts an impressive 30% increase over the past year with earnings expected to grow by 16% annually. In such a dynamic environment, identifying stocks that have not yet caught widespread attention but show potential for growth can be key to finding valuable opportunities.

SEI Investments (SEIC) opened 2026 with Q1 revenue of US$622.2 million and basic EPS of US$1.43, set against trailing twelve month revenue of US$2.4 billion and EPS of US$6.01. Over recent quarters, revenue has moved from US$551.3 million in Q1 2025 to US$622.2 million in Q1 2026, while quarterly basic EPS has shifted from US$1.20 to US$1.43. This provides a clearer view of how profitability is tracking into the new year. With net profit margins in the data improving over the past year, this...

A federal judge has temporarily lifted restrictions on new solar and wind projects on federal land. This decision opens the door for additional project development opportunities across the renewable energy sector. Sunrun (NasdaqGS:RUN) could see an expanded addressable market as policy hurdles ease for new installations. Sunrun, trading at about $12.96, sits at the center of investor attention as policy risk shifts in the sector. The stock has seen an 83.8% gain over the past year, while...

Range Resources (NYSE:RRC) reported a record-setting first quarter of 2026, with operational and financial results ahead of prior levels. The company posted its highest-ever natural gas and NGL premiums, alongside robust free cash flow and lower debt. Range Resources authorized a new $1.5 billion share repurchase program, expanding its shareholder return plan. Range Resources enters this update with its shares at $42.64 and a strong multi-year track record, including a 20.8% gain year to...

Pegasystems (NasdaqGS:PEGA) reported a weaker-than-expected Q1 2026, with revenue and profit declining year on year. The company cited macroeconomic pressures, geopolitical tensions, and shifting client behaviors as key headwinds. Pega Cloud and AI-driven Blueprint solutions continued to gain traction, even as overall results softened. Management is emphasizing new customer acquisition and cloud adoption, with an outlook for 2026 that is more heavily weighted toward the latter part of the...

Century Communities (CCS) opened 2026 with Q1 revenue of US$789.7 million and basic EPS of US$0.84, alongside trailing twelve month revenue of about US$4.0 billion and EPS of US$4.48 that frame the latest quarter in a broader earnings cycle. Over recent quarters the company has seen revenue move from US$1.27 billion in Q4 2024 to US$903.2 million in Q1 2025 and US$1.23 billion in Q4 2025. Basic EPS shifted from US$3.29 to US$1.28 and then US$1.23, setting up the current print as part of a...

Comcast (CMCSA) has just opened 2026 reporting season with Q1 results that sit against a 2025 backdrop of quarterly revenue between US$30.3b and US$32.3b and basic EPS ranging from US$0.60 to US$2.99. Over the last six reported quarters, the company has seen revenue move between US$30.1b and US$32.1b while quarterly basic EPS tracked between roughly US$0.60 and US$2.99, feeding into trailing 12 month EPS of US$5.41 on US$123.7b of revenue. With a reported net margin of 16.2% over the last...

If you are wondering whether Parsons at around US$51.83 is starting to look like value or still pricing in a lot of optimism, the next sections will break that question down in plain terms. The stock has seen a 7.5% decline over the last week, a 2.8% gain over the past month, a 16.7% decline year to date, and a 23.0% decline over the last year, while still sitting on 3 year and 5 year returns of 19.0% and 15.5% respectively. These mixed returns have kept attention on how the market is...

GDS Holdings (NasdaqGM:GDS) reports strong new bookings in China tied to rising AI related demand. The company highlights AI driven expansion across its data center footprint, aligned with technology services growth. Management points to robust liquidity that supports long term investments in capacity and infrastructure. GDS Holdings, listed on NasdaqGM:GDS, operates data centers that support cloud, enterprise IT, and increasingly AI workloads in China. The latest update links new bookings...

Wondering if Patterson-UTI Energy's current share price gives you enough value for the risk you are taking, or if the market is already pricing in the story? The stock last closed at US$11.14, with returns of 7.0% over the past week and 92.8% over the past year. This puts recent price action firmly on investors' radar. Recent coverage around Patterson-UTI Energy has focused on its position within energy services and how investors are weighing that exposure against broader sector sentiment...

If you are wondering whether Clean Harbors at around US$310 per share is still reasonably priced, the starting point is to understand how its current market value lines up with the underlying business. The stock has posted returns of 4.6% over the last 7 days, 8.8% over the past month, 27.5% year to date, 46.4% over 1 year, 115.1% over 3 years and 245.2% over 5 years. This naturally raises questions about how expectations and risk are being priced in today. Recent headlines have focused on...

If you are wondering whether Norfolk Southern's share price still offers value after a strong run, or if you might be late to the story, this breakdown helps you frame that question through several valuation lenses. The stock last closed at US$321.44, with returns of 6.2% over 7 days, 13.3% over 30 days, 11.7% year to date, 44.7% over 1 year, 71.3% over 3 years and 27.1% over 5 years. This performance sets a clear backdrop for thinking about what you are paying today. Recent coverage of...

Raymond James Financial (RJF) just posted its Q2 2026 scorecard, with revenue at US$3.7 billion and basic EPS of US$2.85 setting the tone for how the quarter landed on both the top and bottom line. The company has seen revenue move from US$3.4 billion in Q2 2025 to US$3.7 billion in Q2 2026, while basic EPS shifted from US$2.41 to US$2.85 over the same period. This provides a clear view of how sales and per share earnings are tracking year on year. Taken together, these numbers point to...

Why Amicus Therapeutics is on investors’ radar today Amicus Therapeutics (FOLD) has caught investor attention after recent performance data showed modest positive returns over the past month and past 3 months, prompting closer focus on how its rare disease portfolio supports the current valuation. See our latest analysis for Amicus Therapeutics. At a share price of $14.46, Amicus Therapeutics shows only modest short term share price returns. The 1 year total shareholder return of 100.83%...