U.S. Semiconductors Stock News

Walker & Dunlop, Inc. announced on October 6, 2025, that it expanded its London-based EMEA office by appointing Aaron Knight as senior managing director and co-head of Capital Markets - EMEA, focusing on sourcing debt and equity capital across a variety of European real estate asset classes. Knight’s appointment signals Walker & Dunlop’s commitment to strengthening its international capital markets capabilities by leveraging senior-level talent with deep expertise in commercial real estate...

International Flavors & Fragrances (IFF) shares have moved quietly this week, leaving some investors wondering whether the current price reflects opportunities or risks ahead. With the stock’s year-to-date return lagging, comparisons to peers are becoming more relevant. See our latest analysis for International Flavors & Fragrances. After a rocky start to the year, International Flavors & Fragrances has seen its share price rebound 7% over the past week, which may suggest shifting market...

Earlier this week, the U.S. Army announced the Janus Program, targeting the deployment of portable nuclear microreactors at military bases by 2028, with ambitions to supply up to 20 megawatts of electricity without constant refueling. This initiative signals growing government commitment to advanced nuclear technologies, creating new avenues for companies involved in nuclear fuel supply and next-generation reactor development, such as Centrus Energy. We’ll now examine how increased military...

Earlier this month, Agree Realty Corporation announced a 2.3% increase in its monthly cash dividend to US$0.262 per share, with an annualized amount of US$3.144, alongside updated investment and earnings guidance for 2025. This dividend hike highlights the company’s ongoing commitment to shareholder returns, reinforcing its position as a consistent dividend-growth REIT despite challenging market conditions. We’ll explore how this latest dividend increase bolsters Agree Realty’s investment...

Annaly Capital Management (NLY) has seen its stock post a 1% gain over the past week, following steady performance in recent months. Investors are now weighing the potential impact of shifts in the broader interest rate landscape as well as earnings trends. See our latest analysis for Annaly Capital Management. Annaly’s 13% year-to-date share price return and 18% total return over the past year reflect a rebound in investor confidence, especially as REITs navigate shifting interest rate...

Earlier this month, Lam Research participated in Semicon West 2025 at the Phoenix Convention Center, with company executives presenting on key sector trends. This event highlighted Lam's expanding role in the advanced semiconductor equipment market, especially as demand for AI-centric chip technologies remains robust. We’ll explore how optimism in the semiconductor sector, driven by strong AI-related demand, could influence Lam Research’s investment narrative. The best AI stocks today may...

Interest in Kenvue (NYSE:KVUE) spiked this week after the company was named in a high-profile UK lawsuit. More than 3,000 claimants are alleging cancer caused by talc-based products. See our latest analysis for Kenvue. Kenvue’s share price has been on a rollercoaster lately, with volatility peaking after legal headlines in the UK. While the 1-day share price return shot up 8.36%, the stock is still down more than 28% year-to-date, and its 1-year total shareholder return remains negative at...

Trump Media & Technology Group (DJT) is drawing attention after reports it has dramatically boosted its bitcoin holdings, purchasing $2 billion worth and raising $2.3 billion through new stock and debt offerings. The move comes as bitcoin prices climb following Donald Trump’s reelection. See our latest analysis for Trump Media & Technology Group. With all eyes on Trump Media & Technology Group's bitcoin pivot, momentum around the stock remains unsettled. The latest $2 billion crypto bet comes...

Earlier this week, CLEAR launched its new eGates technology at major U.S. airports, including Atlanta, Washington D.C., and Seattle, enabling CLEAR+ members to bypass traditional TSA agent lines using biometric facial scans for faster security screening. This marks a significant shift in airport security, as CLEAR’s approach not only speeds up passenger processing but also expands across high-traffic locations ahead of major global events such as the 2026 FIFA World Cup and the 2028 Summer...

Visa (V) shares inched up just under 0.1% on Tuesday with no clear market-moving headline, leaving investors to weigh recent performance and valuation. Over the past month, the stock has seen a roughly 1% pullback. See our latest analysis for Visa. Visa’s share price has retreated around 1% over the past month, part of a gentle pause after this year’s respectable gains. Despite the recent dip, Visa’s total shareholder return is up a strong 18% over the past year, with long-term figures...

First Busey (BUSE) shares caught a boost as investors responded to upbeat third-quarter results across major banks and hints from the Federal Reserve about winding down its quantitative tightening program. Market sentiment for regional banks improved noticeably. See our latest analysis for First Busey. The latest pop in First Busey’s share price comes after upbeat signals from the Federal Reserve and encouraging sector earnings. Both have lifted hopes for a smoother path ahead for regional...

NANO Nuclear Energy (NNE) has caught investors’ attention after posting a gain of nearly 34% over the past month. This jump comes as the company continues to push its nuclear technology initiatives, which is fueling discussion about its long-term potential. See our latest analysis for NANO Nuclear Energy. Looking beyond the recent surge, NANO Nuclear Energy’s momentum has been building strongly, with a 30-day share price return of nearly 34% and an impressive total shareholder return of...

If you're trying to figure out your next move with Unum Group stock, you're not alone. This insurance provider has been catching the attention of both cautious investors and bold opportunists, especially as its price action has sent some interesting signals lately. While Unum Group’s share price closed recently at $75.46, it's the bigger picture that really gets people talking: a stellar 21.4% gain over the past year, a massive 88.4% over three years, and a jaw-dropping 349.8% over five...

Trying to figure out whether Power Integrations is a buy, sell, or hold? You are not alone. This stock has been on quite a ride recently, with a remarkable 31.3% jump over the last week, enough to catch anyone’s interest. However, zooming out, the bigger picture shows more caution; returns have lagged, sliding 27.9% in the past year and staying deep in the red over the last 3 and 5 years. There is no specific blockbuster news driving the latest move. Rapid shifts in sentiment around the...

Danaher (DHR) shares have delivered returns of 8% over the past month and 10% in the past 3 months. This has drawn renewed interest from investors and traders tracking performance in the life sciences sector. See our latest analysis for Danaher. Danaher’s recent momentum stands out against a tougher long-term backdrop. The 1-month share price return of 8% reflects a strong rebound in sentiment, but the 1-year total shareholder return remains down over 23%, reminding investors that recovery is...

Reliance (NYSE:RS) just released its latest quarterly results, showing a clear uptick in both net profit and revenue compared to last year. The highlight is strong momentum in its oil-to-chemicals, Jio digital, and retail segments. See our latest analysis for Reliance. While Reliance’s latest quarter saw headline growth across key businesses and ambitious partnerships in digital and AI, the market’s response has been more muted. The stock is up just 1.9% year-to-date, and its 1-year total...

PDD Holdings (PDD) is drawing renewed attention after Citi's research suggested the company could post stronger Q3 profits than anticipated. This outlook is driven by higher US sales on Temu, growth in Europe, and resilient China operations. See our latest analysis for PDD Holdings. After a stretch of solid share price momentum and renewed optimism around Temu and global expansion, PDD Holdings has enjoyed a 17.9% share price return over the past 90 days and is now up 32.6% year-to-date...

Agilent Technologies recently presented at the Industrial Transformation ASIA-PACIFIC 2025 conference in Singapore, highlighting advancements in manufacturing and laboratory solutions with Associate Vice President Ching Soon Tee as speaker. A key insight is that Agilent is strengthening its industry presence as demand rises for cutting-edge genetic testing and molecular diagnostics worldwide. We'll examine how Agilent's leadership in the growing genetic testing sector may influence its...

Vertiv Holdings Co (VRT) is drawing renewed attention after several analyst updates put a spotlight on its expanded collaboration with Nvidia and advancements in power infrastructure for AI data centers. The company’s focus on scaling for next-generation computing is fueling its outlook. See our latest analysis for Vertiv Holdings Co. Vertiv’s share price has surged in 2025, with a 27% gain in the past month and a remarkable year-to-date share price return of 47%. This reflects strong...

Comerica (CMA) reported net profit margins of 21.5%, up from 18.5% a year ago, showcasing stronger profitability. Earnings climbed 15% year-over-year, a notable turnaround from a 2.1% average annual decline over the past five years. Forecasts point to slower revenue and earnings growth than the broader US market. With shares at $74.92 compared to an estimated fair value of $93.38, investors are weighing margin improvements, attractive dividends, and value against a premium price-to-earnings...

Morningstar announced that Chief Revenue Officer Daniel Dunn will leave the company on November 21, 2025, and will be succeeded by Julie Willoughby, who has over 25 years of experience in various client-facing and sales roles at the firm. This leadership transition places a long-tenured veteran at the helm of global sales, marking a pivotal moment for Morningstar's approach to client engagement and revenue growth. We'll examine how Willoughby’s appointment as Chief Revenue Officer may...

On October 17, 2025, Veritex Holdings, Inc. was removed from multiple Russell indices, including the Russell 2000, Russell 3000, and several value and defensive benchmarks. This broad index exclusion can prompt adjustments by passive funds and ETFs, often amplifying market pressures on a company's shares, independent of its fundamental performance. We'll examine how Veritex Holdings' widespread index removals may affect its investment outlook, particularly amid heightened regional bank...

Oculis Holding (NasdaqGM:OCS) recently announced it will move Privosegtor into registrational trials for acute optic neuritis and non-arteritic anterior ischemic optic neuropathy, following a positive meeting with the FDA. This update comes at the same time as the company’s high-profile presentations at key ophthalmology conferences, drawing added interest to its late-stage pipeline. See our latest analysis for Oculis Holding. Momentum around Oculis has clearly been building, with a string of...

Allegro MicroSystems recently appointed Troy Coleman as Senior Vice President and General Manager, Products, bringing over 25 years of semiconductor leadership and a background in power and analog solutions at Texas Instruments. This executive hire places an industry veteran at the helm of product strategy, potentially impacting Allegro’s innovation focus and competitive positioning in core power and sensing markets. We’ll explore how the addition of Troy Coleman could influence Allegro...