U.S. Semiconductors Stock News

Oklo (NYSE:OKLO) has agreed with Meta Platforms to develop a 1.2 GW nuclear power campus in Ohio to supply clean energy for data centers. The arrangement includes upfront capital commitments from Meta and centers on Oklo's advanced fission reactor technology. The project targets the rising power needs of AI and cloud computing infrastructure at large scale. Oklo, trading at $65.69, sits at the intersection of nuclear power and digital infrastructure through this new agreement with Meta. The...

Why UPS Stock Is Back in Focus United Parcel Service (UPS) is back on investors’ radar after better than expected fourth quarter results, higher 2026 guidance, and an aggressive overhaul that includes workforce reductions and facility closures. At the same time, fresh legal challenges from the Teamsters over driver buyout programs are testing UPS’s plan to shift away from lower margin Amazon related deliveries toward higher margin segments, adding another layer for shareholders to watch. See...

Taylor Morrison Home Corporation recently reported its fourth-quarter and full-year 2025 results, with Q4 revenue of US$2,099.64 million and net income of US$174.02 million, both lower than a year earlier but ahead of analyst expectations on an adjusted basis. The company highlighted resilient demand in move-up and Esplanade resort lifestyle communities, industry-leading 23% home-closing gross margins, and an expanded US$1 billion share repurchase authorization through 2027 alongside plans...

Norfolk Southern (NYSE:NSC) has entered into a merger agreement with Union Pacific to form what is described as America's first transcontinental railroad. The transaction comes while Norfolk Southern continues to face legal proceedings related to the 2023 East Palestine incident. These developments are expected to affect the company's operations, regulatory profile, and position within the North American rail industry. For investors watching Norfolk Southern at a share price of $314.94,...

Tractor Supply (TSCO) just paired a 4.3% dividend increase, marking its 17th straight year of growth, with the appointment of former Gap Inc. CEO Sonia Syngal to its board. See our latest analysis for Tractor Supply. The latest governance and dividend moves come after a mixed run in the share price, with a 7.9% 1 month share price return and an 8.3% year-to-date share price return, while the 1 year total shareholder return is slightly negative and longer term 3 and 5 year total shareholder...

This article examines whether Rivian Automotive, at around US$17.73, is starting to look like value or whether the share price is still pricing in a lot of hope, by exploring what the current share price might be implying. The stock has been volatile recently, with a 19.8% return over the last 7 days, 6.4% over 30 days, a year-to-date return showing an 8.7% decline, and a 26.4% return over the past year. The 3-year return currently reflects a 12.3% decline. Recent attention on Rivian has...

ImmunityBio recently announced the ResQ215B Phase 2 trial, testing a chemotherapy-free, lymphodepletion-free CD19-targeted NK-cell, ANKTIVA, and rituximab regimen in indolent B‑cell non-Hodgkin lymphoma, while also securing expanded approvals and planned launches for ANKTIVA in multiple international markets. This combination of off-the-shelf cellular therapy with an IL-15 superagonist highlights ImmunityBio’s attempt to differentiate immuno-oncology treatments from conventional CAR-T...

If you are wondering whether International Business Machines (NYSE:IBM) still offers fair value after a long run in the share price, this article walks through what the numbers currently suggest. IBM closed at US$262.38, with returns of 2.9% over 1 year, a large gain over 3 years and 181.8% over 5 years. However, the stock has seen a 12.2% decline over 7 days, 14.2% over 30 days and a 10.0% decline year to date. Recent headlines have focused on IBM's ongoing push into software and services,...

Pilgrim's Pride recently reported its fourth-quarter 2025 results, with revenue rising to US$4,517.84 million while net income dropped to US$87.99 million, and full-year sales reaching US$18.50 billion with essentially flat earnings compared with the prior year. The earnings release highlighted strong demand for branded and prepared foods such as Just BARE alongside margin pressure from commodity costs and regional headwinds, underscoring a shift toward higher-value products amid a tougher...

Western Union stock snapshot Western Union (WU) has been relatively steady recently, so investors may focus less on a single headline event and more on how its valuation, returns and fundamentals currently line up. See our latest analysis for Western Union. At a share price of US$9.60, Western Union has seen a 7.87% 90 day share price return and a more modest 1.27% 1 year total shareholder return. This suggests recent momentum that contrasts with weaker multi year outcomes. If this trading...

AllianceBernstein Holding L.P. reported that fourth-quarter 2025 net income fell to US$81.8 million and full-year net income to US$299.84 million versus the prior year, while also declaring a cash distribution of US$0.96 per unit payable on March 12, 2026, to unitholders of record on February 20, 2026. The company’s recent Form 10-K filing points to lower performance-based fees, higher expenses, and ongoing investment in private alternatives and technology as key drivers of its weaker...

Moelis (MC) is back in focus after reporting fourth quarter and full year 2025 earnings that topped market expectations, alongside a new US$300 million buyback authorization and confirmation of its regular US$0.65 quarterly dividend. See our latest analysis for Moelis. Even with the upbeat earnings, buyback activity and reaffirmed dividend, recent share price performance has been mixed. A 14.94% one-month share price decline contrasts with an 8.78% three-month share price gain and a 64.66%...

If you are wondering whether FormFactor's share price still reflects fair value after a strong run, you are not alone. This article is here to help you size up the stock through a clear valuation lens. FormFactor's share price closed at US$96.73, with returns of 7.1% over the last week, 23.5% over the last month, 63.4% year to date, 155.9% over 1 year and 206.4% over 3 years. These movements can change how investors think about both upside and risk. Recent attention on FormFactor has been...

J.M. Smucker (NYSE:SJM) is restructuring its leadership, including removing the Chief Operating Officer role. CEO Mark Smucker is reassuming the President title as part of the new executive setup. Several executives are being promoted, with new roles created to support the company’s transformation plans. The changes include planned retirements and active searches for new leaders in technology and supply chain. J.M. Smucker, the owner of brands across coffee, spreads, snacks and pet food,...

Tennant Company recently added James T. Glerum, Jr. and Patrick Allen to its Board as independent directors, expanding the Board to 11 members, 10 of whom are independent, and entered a cooperation and standstill agreement with shareholder Vision One while committing to propose Board declassification in the 2027 proxy. The appointments bring deep investment banking and aerospace finance experience onto Tennant’s Board and signal a meaningful shift in the company’s corporate governance...

AI-driven Hawk order puts fresh attention on Camtek Camtek (NasdaqGM:CAMT) is back in focus after a tier-1 integrated device manufacturer placed a new US$25 million order for Hawk inspection systems for AI applications, bringing cumulative Hawk orders from this customer to US$45 million. See our latest analysis for Camtek. The new Hawk order comes after a sharp rise in Camtek’s share price, with a 68.96% 3‑month share price return and a very large 3‑year total shareholder return. This...

In early February 2026, LendingClub outlined plans to expand its personal lending franchise, launch home improvement financing, and simplify loan accounting using the fair value option, while also pursuing a US$100,000,000 share repurchase and acquisition program initiated in November 2025. These moves, coupled with medium-term targets for higher loan originations and clearer earnings reporting, signal a push to broaden LendingClub’s business mix and refine how investors assess its...

Why Dianthus Therapeutics is on investors’ radar today Dianthus Therapeutics (DNTH) has drawn attention recently as investors reassess its clinical stage autoimmune and inflammatory disease pipeline, with a share price around $47.40 and a year to date total return of about 19%. See our latest analysis for Dianthus Therapeutics. The recent pullback, including a 6.6% 7 day share price return and a slight 1 day dip, comes after a stronger run. The 30 day share price return is 7.48%, the 90 day...

Halozyme Therapeutics (HALO) is drawing attention ahead of its upcoming quarterly earnings report, as analysts project earnings of $2.15 per share and revenue of $448.62 million, with estimates recently revised higher. See our latest analysis for Halozyme Therapeutics. Halozyme Therapeutics’ share price has climbed 11.56% over the past month and 12.99% year to date to US$79.44, while its 1 year total shareholder return of 36.28% suggests momentum has been building over a longer stretch. If...

Smurfit Westrock (NYSE:SW) is back in focus after a busy update cycle, combining fourth quarter earnings, a 5% dividend increase, capacity closures in Quebec, and fresh medium term financial targets through 2030. See our latest analysis for Smurfit Westrock. Those announcements landed alongside a sharp shift in market sentiment, with a 90 day share price return of 52% and a 7 day share price return of 16.81% pushing Smurfit Westrock to US$51.56. The 1 year total shareholder return is slightly...

If you are wondering whether Brookfield Infrastructure Partners units are offering good value right now, this article walks through what the current price could mean for long term investors. The stock last closed at US$38.75, with total returns of 1.9% over 7 days, 10.2% over 30 days, 13.0% year to date and 24.3% over 1 year, compared to 29.5% over 3 years and 37.1% over 5 years. Recent attention on Brookfield Infrastructure Partners has focused on how its listed utilities exposure fits into...

Envista Holdings reported its fourth-quarter and full-year 2025 results in early February 2026, with quarterly sales of US$750.6 million and net income of US$32.9 million, and full-year sales of US$2.72 billion alongside a return to profitability with net income of US$47 million. Alongside these results, Envista highlighted nearly US$100 million in revenue from new product launches, guided to 2%–4% core sales growth for 2026, and completed a buyback of 9.17 million shares, or 5.4% of its...

Tronox Holdings (NYSE:TROX) has announced that Board member Mrs. Lucrece Foufopoulos-De Ridder will not seek re election at the upcoming annual meeting. She cited other commitments as the reason for her decision, and the company did not report any disagreement related to her departure. Mrs. Foufopoulos-De Ridder has been involved in governance and sustainability matters, areas of interest for many shareholders. Tronox Holdings, listed on the NYSE under the ticker TROX, operates in the...

If you are looking at Sinclair and wondering whether the current share price reflects its true worth, you are not alone. This article is built to help you weigh what you are actually getting for your money. Over the last week Sinclair's share price moved to US$14.96, with a 9.3% return. Returns over 30 days, year to date and the last 5 years, at a 1.9% decline, 1.7% decline and 40.3% decline, paint a mixed picture for anyone thinking about risk and reward. Recent coverage around Sinclair has...