U.S. Semiconductors Stock News

Wondering if Ares Management at around US$133.88 is starting to look appealing, or if the recent volatility is a warning sign for value focused investors like you? The stock has climbed 2.6% over the last 7 days, but that sits against a 21.2% decline over 30 days, a 19.5% drop year to date and a 26.1% decline over the past year. This is despite 3 year and 5 year returns of 75.4% and 201.9% respectively. These moves come as Ares Management continues to sit in the spotlight as a major...

Corning (NYSE:GLW) signs a multiyear US$6b fiber optic supply contract with Meta for AI data center projects. The agreement includes plans to support Meta's growing AI infrastructure requirements over several years. Corning announces international capacity growth, including a new fiber manufacturing facility in India. For you as an investor, this deal places Corning's optical communications business squarely in the middle of AI data center build outs. The company has long been known for...

HF Sinclair recently completed its acquisition of Industrial Oils Unlimited, a U.S. manufacturer of industrial lubricants and specialty fluids, expanding its lubricants offering across the country. This move highlights HF Sinclair’s continuing push to grow its non-refining businesses through smaller bolt-on deals that build out higher-margin product lines. We’ll now examine how the Industrial Oils Unlimited acquisition may influence HF Sinclair’s existing investment narrative around...

If you are wondering whether Teledyne Technologies at around US$660 per share still offers value, looking closely at how the current price lines up with fundamentals can help frame that question. The stock has logged returns of 2.0% over the last week, 17.4% over the last month, 27.3% year to date and 34.8% over the past year, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on Teledyne Technologies as a diversified...

Coca-Cola (KO) has just wrapped up a quarterly update that combined softer than expected sales with better than expected profit, along with slower 2026 growth guidance and a CEO transition to Henrique Braun. See our latest analysis for Coca-Cola. Despite the mixed earnings reaction, Coca-Cola’s recent 10.1% 1 month share price return and 13.8% year to date share price return suggest improving momentum. Its 5 year total shareholder return of 82.5% shows how patient holders have been rewarded...

Why Expro Group Holdings (XPRO) is on investors' radar Expro Group Holdings (XPRO) has recently drawn attention after its shares closed at $16.33, prompting investors to recheck how its current valuation lines up with the company’s recent fundamentals. The company reports annual revenue of $1,661.811 million and net income of $68.948 million, with revenue growth reported at 0.21% and net income growth at 21.45%. These figures give you a starting point for thinking about how the business is...

If you are wondering whether Timken's current share price reflects its true worth, you are in the right place to unpack what the market may be implying about the stock. Timken recently closed at US$107.84, with returns of 1.7% over 7 days, 17.3% over 30 days, 25.0% year to date and 32.1% over 1 year. These figures can influence how investors view both its growth potential and risk. Recent coverage has focused on Timken as a capital goods player in the US industrial space and has highlighted...

Why this earnings report matters for Telephone and Data Systems Telephone and Data Systems (TDS) is set to report fourth quarter results, giving investors their first full look at the company as a focused fiber broadband and tower infrastructure business after last year’s divestiture. The update should provide details on how its fiber buildout is progressing, how Array Digital Infrastructure is contributing within the tower segment, and how management is approaching capital allocation between...

In early February 2026, GE HealthCare reported fourth-quarter 2025 revenue of US$5,698 million and full-year 2025 revenue of US$20.63 billion, alongside a first-quarter 2026 cash dividend declaration of US$0.035 per share payable on May 15 to shareholders of record on April 3. At the same time, the company advanced its product and digital portfolio with FDA-cleared Allia Moveo imaging systems and the ReadyFix remote fleet management solution, aiming to support clinical workflow and device...

In February 2026, The Rosen Law Firm announced that a US court in New York certified a class action against DiDi Global and notified investors of a proposed US$740,000,000 settlement, with a hearing scheduled for June 16, 2026 to decide on its approval and related fee requests. This potential resolution of long-running US securities litigation could materially reshape DiDi Global’s legal overhang, cash obligations, and broader investor confidence. We will now assess how the proposed...

If you are wondering whether CACI International is still good value after a strong run, looking at what you are paying for each dollar of business performance is a useful place to start. The stock closed at US$573.30, with returns of 69.4% over 1 year and 143.9% over 5 years. Over the past week and month the share price has declined 7.3% and 6.2% respectively, and year to date the share price is up 6.7%. Recent news around CACI International has focused on its role as a government services...

Adobe (ADBE) heads into its February 10 WEST Conference presentation in San Diego with investors focused on how management addresses generative AI fears, recent analyst downgrades, and the sharp pullback in software valuations. See our latest analysis for Adobe. Those AI worries have already hit the share price hard, with a 30 day share price return of 13.29% and a 90 day share price return of 20.28% decline, while the 1 year total shareholder return of 42.64% and 5 year total shareholder...

In the past week, Argan reported increased investor interest as demand expectations rose for its energy infrastructure services supporting AI data centers, electrification, and power grid expansion. What stands out is how enthusiasm around AI-driven electricity needs and grid upgrades is sharpening focus on Argan’s role in large-scale energy projects. Next, we’ll examine how rising expectations for AI-related power and grid projects could influence Argan’s existing investment narrative. The...

In February 2026, Xylem Inc.’s board declared an 8% increase in its first-quarter dividend to US$0.43 per share, payable on March 24, 2026 to shareholders of record on February 24, 2026, alongside reporting full-year 2025 revenue of US$9.04 billion and net income of US$957 million. At the same time, Xylem issued cautious 2026 guidance, projecting reported revenue of about US$9.10 billion to US$9.20 billion and modest organic growth as it intentionally exits lower-margin business and faces...

Cellebrite DI Ltd. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$128.82 million for the quarter and US$475.68 million for the year, alongside guidance for 2026 calling for US$126 million–US$128 million in first‑quarter revenue and US$565 million–US$571 million for the full year. The company also closed the Corellium acquisition and moved to acquire SCG Canada, broadening its digital forensics reach into areas such as ARM device and drone analysis...

DexCom (DXCM) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$0.69, capping a year where trailing twelve month revenue reached US$4.7b and EPS came in at US$2.14. Over the past six reported quarters, the company has seen quarterly revenue move from US$994.2m in Q3 2024 to US$1.3b in Q4 2025, with basic EPS ranging from US$0.27 in Q1 2025 to US$0.73 in Q3 2025. This gives investors a clear view of how the top line and per share earnings have evolved through...

Sirius XM Holdings Inc. recently reported its fourth-quarter 2025 results, with revenue of US$2,193 million roughly flat year on year, but net income dropping to US$99 million from US$287 million, while full-year revenue edged down to US$8.56 billion and swung from a net loss in 2024 to net income of US$805 million. Alongside these results, Sirius XM completed a US$142.91 million share repurchase program and highlighted renewed high-profile content deals and subscriber-focused offerings,...

PulteGroup, Inc. recently completed an US$800 million fixed-rate senior unsecured notes offering, issuing US$400 million of 4.250% notes due 2031 and US$400 million of 4.900% notes due 2036, primarily to refinance debt maturing in 2026 and 2027. This refinancing and the related shelf registration give PulteGroup added balance sheet flexibility, potentially supporting its ability to fund future land investments, community development, and shareholder returns. We’ll now examine how...

Uber Technologies (NYSE:UBER) and WeRide have launched Abu Dhabi's first commercial robotaxi service, introducing autonomous ride hailing to the emirate. Uber plans to deploy a larger autonomous fleet across the Middle East, alongside its existing autonomous vehicle partnerships in Dubai. The company has also agreed to acquire Getir’s food delivery business in Türkiye for US$335 million, expanding its delivery footprint in that market. For you as an investor, this news brings together two...

Why BioMarin Pharmaceutical (BMRN) is on investors’ radar BioMarin Pharmaceutical (BMRN) has drawn attention after a recent stretch of mixed returns, with the share price higher over the past week, month and past 3 months, yet lower over the past year. See our latest analysis for BioMarin Pharmaceutical. At the current share price of $59.87, BioMarin Pharmaceutical’s recent 7 day and 3 month share price returns of 2.99% and 9.39% contrast with a 1 year total shareholder return decline of...

Black Hills (BKH) is back in focus after reporting fourth quarter and full year 2025 earnings, with higher sales and net income, alongside a reaffirmed favorable analyst outlook that has supported recent stock interest. See our latest analysis for Black Hills. The recent 6.3% year to date share price return, alongside a 29.7% total shareholder return over the past year, suggests positive momentum as investors respond to the earnings update and reaffirmed positive analyst views. If Black...

Affiliated Managers Group (AMG) just wrapped up FY 2025 with Q4 revenue of US$556.6 million and basic EPS of US$12.55, capping a trailing 12 month revenue line of US$2.07 billion and EPS of US$25.14. Over the past few quarters, revenue has moved from US$493.2 million in Q2 2025 to US$528 million in Q3 and then to US$556.6 million in Q4, while quarterly EPS shifted from US$2.96 to US$7.48 and then to US$12.55, setting the backdrop for trailing 12 month net income of US$716.6 million and a...

In early February 2026, PayPal Holdings announced weaker-than-expected fourth-quarter and full-year 2025 results, a cautious 2026 outlook, and the replacement of CEO Alex Chriss with HP Inc. veteran Enrique Lores following board concerns about execution and competitive pressures in core checkout and BNPL offerings. At the same time, PayPal continued to reshape its business mix with ongoing share repurchases totaling US$15.19 billion under recent buyback programs, new AI- and wallet-driven...

In early February 2026, Align Technology reported fourth-quarter 2025 sales of US$1,047.56 million and net income of US$135.76 million, issued 2026 revenue guidance calling for 3% to 4% worldwide growth, and confirmed completion of a US$171.57 million share repurchase program covering 1.69% of its shares. Alongside these results, Align expanded its collaboration with the University of Bern through Switzerland’s first large-scale oral health study, showcasing how its iTero Lumina scanner and...