U.S. Semiconductors Stock News

In recent days, Meta Platforms announced a series of long-term agreements with Vistra, Oklo and TerraPower to secure about 6.6 gigawatts of nuclear power by 2035 for its U.S. data centers, aiming to supply the massive, always-on electricity demand of its expanding AI infrastructure with low-carbon energy. By effectively becoming one of the largest corporate buyers of nuclear power in U.S. history, Meta is tying its AI growth ambitions directly to advanced, carbon-free baseload generation,...

In 2025, Ubiquiti reported strong business recovery and June-quarter growth, paid down a substantial debt load, reinstated its share repurchase program, and raised its dividend by one-third. With founder and CEO Robert Pera controlling about 93% of the shares, renewed buybacks could further shrink the already limited public float. Next, we’ll explore how Ubiquiti’s debt reduction and renewed capital returns program shape the company’s evolving investment narrative. We've found 12 US stocks...

Why the Visa Direct collaboration matters for Deluxe Deluxe (DLX) is in focus after announcing a collaboration with Visa to integrate Visa Direct into its payments platform, introducing dlxFastFunds as a near real time funding option for business clients. The new service is aimed at helping companies shorten typical settlement delays, with the goal of improving day to day cash flow management for needs such as inventory, payroll, or reinvestment decisions. See our latest analysis for...

Figs Inc. has recently expanded its physical retail footprint by opening “Community Hubs” near hospitals, medical universities, and clinics, creating dedicated spaces that combine healthcare apparel retail with community-oriented services for medical professionals. By offering events, personalization stations, and wellness programming inside these Community Hubs, FIGS is deepening its relationship with core healthcare customers and embedding the brand more directly into their daily...

KLA (KLAC) is back in focus after a cluster of analyst upgrades and a fresh Overweight call from Cantor Fitzgerald, paired with the launch of a new AI focused R&D hub in Chennai. See our latest analysis for KLA. The cluster of upgrades appears to be feeding into strong price momentum, with a 1 day share price return of 5.69% and a 30 day share price return of 17.26%. The 1 year total shareholder return of 106.71% and 5 year total shareholder return of 385.82% point to a story that has been...

Framing LegalZoom.com after recent performance LegalZoom.com (LZ) has attracted fresh attention after a period in which its shares showed positive total returns over the past year and past 3 months, prompting investors to reassess how its fundamentals line up. The company reports annual revenue of US$727.483m and net income of US$22.224m, with revenue growth at 6.61% and net income growth at 47.37%. These figures give investors more concrete data to work with. See our latest analysis for...

In recent weeks, Apple Hospitality REIT has attracted fresh attention as Barclays and Cantor Fitzgerald both initiated and reaffirmed positive coverage, while insiders, including the CEO, increased share purchases and the company acquired the Motto by Hilton Nashville Downtown for US$98.2 million. This combination of upbeat analyst commentary, insider buying and portfolio expansion is sharpening investor focus on how Apple Hospitality’s hotel assets might perform against longer-term...

Veris Residential (VRE) is back in focus after fresh commentary on its ongoing portfolio optimization, including non core asset sales and efforts to reinforce its balance sheet, alongside modest upward earnings estimate revisions for 2025 and 2026. See our latest analysis for Veris Residential. Despite the focus on non core asset sales and balance sheet repair, Veris Residential’s share price return has been relatively muted. The stock has shown a 90 day gain of 1.44% and a slightly negative...

If you are wondering whether Intellia Therapeutics at around US$10.38 is a bargain or a value trap, you are not alone in asking what the current price really reflects. The stock has moved recently, with returns of 12.7% over the last 7 days, 15.1% over the last 30 days and 12.7% year to date, while the 1 year return is 1.8% and the 3 and 5 year returns are 72.4% and 87.3% declines respectively. Recent company specific news helps frame these moves for investors following Intellia Therapeutics...

Boeing and Alaska Airlines recently announced the airline’s largest-ever aircraft order, covering 105 737-10s with options for 35 more, plus five 787 Dreamliners to support fleet renewal and long-haul expansion. This order not only deepens a 60-year partnership but also signals renewed confidence in Boeing’s 737 MAX and 787 families as core platforms for Alaska’s growth plans. We’ll now examine how this record Alaska Airlines order, built around the high-capacity 737-10, affects Boeing’s...

Why this leadership transition matters for Federated Hermes investors Federated Hermes (FHI) is reshaping its fixed income leadership, with R.J. Gallo set to become chief investment officer for global fixed income and Ann Ferentino assuming sole leadership of the Municipal Bond Group as part of a long-term succession plan. These changes are tied directly to the planned May 2026 retirement of long serving CIO Robert Ostrowski, who currently oversees global fixed income. For you as a...

Earlier this week, the U.S. Supreme Court postponed a decision on the legality of tariffs affecting import-heavy retailers, leaving companies like Kohl’s facing ongoing uncertainty around their cost structure and pricing power. This delay keeps tariffs as a live risk factor for Kohl’s, potentially complicating efforts to manage margins at a time when its traditional department-store model is already under pressure. We’ll now look at how this tariff-related legal uncertainty reshapes Kohl’s...

Why Canadian Solar’s new convertible notes matter for shareholders Canadian Solar (NasdaqGS:CSIQ) has completed and priced a US$200 million offering of 3.25% senior unsecured convertible notes due 2031. The proceeds are earmarked for U.S. manufacturing, battery energy storage projects, solar initiatives, and general corporate use. See our latest analysis for Canadian Solar. The new US$200 million convertible notes come after a sharp 23.73% 7 day share price decline and a 14.44% 30 day share...

In recent days, CRA International has attracted renewed positive analyst coverage following strong quarterly results that exceeded expectations and prompted an improved full-year revenue outlook. An additional point of interest is that this upbeat sentiment has emerged even as the CEO executed a previously scheduled share sale under a Rule 10b5-1 plan. Next, we'll examine how this analyst confidence following strong financial results could influence CRA International's existing investment...

In January 2026, Broad Arrow, a Hagerty company, auctioned the iconic 1992 Benetton B192-05 Formula One car that carried Michael Schumacher to his first Grand Prix victory, as part of its Global Icons: Europe Online Auction. This sale of a historically important, manual-gearbox F1 car that had never before been publicly offered highlights Hagerty’s growing reach in high-end collector car auctions and motorsport memorabilia. Next, we’ll examine how showcasing Schumacher’s first Grand...

Event driven snapshot of UL Solutions With no single headline event setting the tone, UL Solutions (ULS) is drawing attention as investors reassess its business model, which focuses on testing, inspection, certification, and software, along with its recent share performance. See our latest analysis for UL Solutions. Recent trading has been supportive, with UL Solutions’ share price at $84.38 after a 1 month share price return of 8.35% and a 1 year total shareholder return of 72.49%. This...

Earnings growth puts Bright Horizons in focus Bright Horizons Family Solutions (BFAM) is back on investor radars after reporting earnings per share growth of 74% over the past year and 161% across three years. Analysts expect annual earnings expansion of 18% over the next three years. See our latest analysis for Bright Horizons Family Solutions. At a share price of $102.46, Bright Horizons has seen a 5.88% 90 day share price return; however, its 1 year total shareholder return of a 10.26%...

Alibaba stock context and recent performance snapshot Alibaba Group Holding (BABA) has been trading with some recent pressure, with the share price showing a 2.3% decline over the past day and a 3.1% decline over the past week. Across longer windows, the stock shows a 3.0% decline over the past month and a 9.5% decline over the past 3 months, while the 1 year total return stands at 90.6% based on the latest data. See our latest analysis for Alibaba Group Holding. The recent 1 day and 30 day...

SoFi Technologies (SOFI) is back in focus after a $1.5b equity sale and additional underwriter share issuance, which raised fresh capital but also heightened investor attention on dilution and already full valuation multiples. See our latest analysis for SoFi Technologies. Those capital raises and the latest $1.5b stock offering have come after a huge run, with the 1 year total shareholder return at 93.64% and the 3 year total shareholder return above 4x. However, recent share price returns...

Immunocore Holdings (IMCR) has come into focus after its appearance at the 44th Annual J.P. Morgan Healthcare Conference, where it outlined 2026 goals and highlighted cash resources supporting its clinical pipeline. See our latest analysis for Immunocore Holdings. Despite the conference update and recent rating upgrade, Immunocore’s share price return over the past month shows a 10.33% decline. Its 1 year total shareholder return of 8.55% contrasts with a 3 year total shareholder return...

Nike (NKE) is back in focus after CEO Elliott Hill and other insiders bought millions of dollars in shares, a move drawing attention to the company’s ongoing turnaround efforts and current stock performance. See our latest analysis for NIKE. At a share price of US$65.92, Nike has a 7 day share price return of 4.17%, but a 1 year total shareholder return decline of 5.24% and a 3 year total shareholder return decline of 46.05%. This points to short term momentum building, while longer term...

Strategy (MSTR) has been in focus after MSCI kept Bitcoin heavy firms in its flagship indexes, which eased concerns about forced selling, while the company continued adding to its Bitcoin holdings despite large unrealized losses. See our latest analysis for Strategy. At a share price of US$157.33, Strategy’s recent moves around MSCI’s index decision and fresh Bitcoin purchases sit against a sharp 90 day share price return decline of 50.13% and a very large 3 year total shareholder return of...

In recent trading, MasTec reported record third-quarter revenue and a larger backlog, yet management cautioned that permitting delays and shifting customer spending can cause significant quarter-to-quarter swings in margins and cash flow. This mix of strong activity and operational uncertainty highlights how timing issues in major infrastructure projects can materially influence MasTec’s near-term financial profile. Next, we’ll examine how these permitting and spending-related margin swings...

MSA Safety (MSA) recently topped analysts’ revenue and earnings expectations for the quarter, supported by steady demand in gas detection and protective headgear. This has put the stock’s latest move into sharper focus for investors. See our latest analysis for MSA Safety. That quarterly beat sits alongside a 7.1% 30 day share price return and a 7.2% year to date share price return at a latest share price of $173.98. The 1 year total shareholder return of 12.8% and 3 year total shareholder...