U.S. Semiconductors Stock News

As the U.S. stock market navigates a period of mixed performance, with major indices like the S&P 500 and Nasdaq showing slight gains while others face pressure from AI-related valuation concerns, investors are keenly observing upcoming earnings reports and economic data releases. In this environment, dividend stocks can offer stability and income potential, making them an attractive option for those looking to balance growth with reliable returns amidst market fluctuations.

FLEX LNG Ltd. recently reported its third-quarter and nine-month 2025 earnings, announced the filing of a US$100 million follow-on equity offering, and provided updated full-year 2025 revenue guidance of approximately US$340 million with expected TCE rates around US$71,000 to US$72,000 per day. Alongside the equity offering and earnings update, the company also declared a third-quarter dividend of US$0.75 per share, maintaining its commitment to shareholder returns. We'll examine how FLEX...

SBA Communications (SBAC) has just completed a major share buyback, retiring nearly 1% of its outstanding shares. This development comes as the company reports quarterly results that exceeded expectations for both revenue and funds from operations. See our latest analysis for SBA Communications. SBA Communications’ robust quarterly results and recent buyback underscore a resilient business. However, the 1-year total shareholder return stands at -8.06% and the 3-year total return remains...

Kingsoft Cloud Holdings announced its third quarter 2025 earnings, reporting revenue of CNY 2,478.03 million and a net loss of CNY 4.62 million, reflecting meaningful year-over-year improvements. A significant rise in borrow rates and investor interest accompanied the results, highlighting how the company's narrowing losses have put its ongoing business transformation under the spotlight. We'll examine how Kingsoft Cloud Holdings' reduced net loss and rising revenue signal progress toward...

Exponent (EXPO) has seen its stock slip about 2% over the past week, drawing investor attention. With shares currently trading around $69, some investors are weighing the stock’s valuation and considering whether the recent dip presents an opportunity. See our latest analysis for Exponent. This recent slip comes on the back of a tough stretch for Exponent, with share price returns still down nearly 22% year-to-date and total shareholder return over the past year off by a steeper 27%. Momentum...

Royal Caribbean recently announced the future redeployment of Icon of the Seas to Galveston, Texas, beginning in August 2027, with new itineraries and expanded offerings as part of its response to the growing Texas cruise market. The company also updated its fourth-quarter outlook, causing investor concern despite reassurances about strong demand and new guest experiences, highlighting a contrast between near-term caution and longer-term initiatives. We'll now examine how Royal Caribbean's...

Garrett Motion recently announced an expansion of its partnership with PTC, adopting the Codebeamer+ and Windchill+ cloud solutions to advance its SaaS-driven product development strategy and unify engineering processes across the enterprise. This move highlights growing customer demand for PTC's cloud-native platforms, which are helping major manufacturers accelerate digital transformation and improve collaboration between software and hardware teams. We'll examine how Garrett's rollout of...

Figma (FIG) is capturing attention after announcing a major integration with ServiceNow. This integration enables designers to turn visual concepts into fully functional enterprise apps using AI automation. This collaboration marks a new chapter for Figma’s enterprise strategy. See our latest analysis for Figma. Even with the buzz around Figma’s ambitious ServiceNow integration and impressive revenue growth forecasts, the company’s momentum has faded fast. Share price return is down more than...

Thinking of adding Bath & Body Works to your portfolio or wondering if now is the right time? Let’s explore whether the stock is truly a bargain or just appears to be one. The share price has taken a hit recently, sliding 3.9% in the past week and falling more than 20% this past month. This has attracted investors’ attention to both the opportunities and risks involved. Much of this volatility is being driven by industry-wide challenges and shifting consumer trends, as well as updates on...

Expedia Group (EXPE) shares have seen some shifts recently, offering investors a chance to reassess how the company is positioned in the evolving online travel sector. With stock performance trending higher this year, there is growing interest in what might come next. See our latest analysis for Expedia Group. Expedia Group’s solid upward momentum in 2024 continues to catch attention, especially after this year’s 29.5% year-to-date share price return. While the past week was choppy,...

AnaptysBio (ANAB) just shared results from its Phase 2 study of rosnilimab in moderate to severe ulcerative colitis. The drug was safe but failed to hit key efficacy goals, prompting the company to discontinue the trial. See our latest analysis for AnaptysBio. Over the past year, AnaptysBio’s share price has soared, with a 177% year-to-date rally and an 84% total return for shareholders. Most of the upside has built in recent months as anticipation grew ahead of key trial readouts. While...

Entegris (ENTG) has seen its stock decline approximately 27% over the past year, a move that stands out amid shifting sentiment in the semiconductor industry. Investors will be tracking how the company manages these recent challenges, particularly in light of its positive annual revenue and net income growth. See our latest analysis for Entegris. Entegris’ share price has dropped sharply in recent weeks, with a 1-month share price return of -21.43% bringing the total shareholder return for...

Wondering if monday.com stock is actually a bargain or just riding the hype? You are not alone. Getting the value call right now could make a real difference for your portfolio. The stock has seen some turbulence lately, falling 3.7% over the last week and dipping 17.7% over the past month. It has posted a sharp 33.7% decline year-to-date and a 41.1% drop over the past year, yet it still stands 54.0% higher than three years ago. Recent price swings in monday.com’s stock have drawn extra...

Pagaya Technologies recently reported third-quarter 2025 results, highlighting record revenue of US$350.17 million and a net income turnaround to US$22.55 million from a net loss a year earlier, alongside raised earnings guidance for both the full year and fourth quarter. Management's substantial upward revision in financial outlook was reinforced by analyst optimism and reflects increased confidence in the company's expanding fintech partnerships and AI-driven lending infrastructure. We'll...

Full Truck Alliance recently reported mixed third-quarter results, with revenue rising to ¥3.36 billion but net income and earnings per share declining compared to the prior year, while also providing cautious fourth quarter guidance in the range of ¥3.08 billion to ¥3.18 billion in total net revenues. The company's acquisition of Giga.AI and subsequent enhancements in AI capabilities have contributed to record user numbers and a sharp increase in fulfilled orders, underscoring a growing...

Brighthouse Financial (BHF) has caught the attention of investors recently, with its stock climbing over 41% in the past month. This sizable move has some observers reassessing the company's growth trajectory and valuation. See our latest analysis for Brighthouse Financial. Brighthouse Financial’s stock has seen exceptional momentum, with its recent 41% one-month share price return standing out. This comes during a year marked by steady gains and a 31.3% total shareholder return over the last...

Wondering whether Norwegian Cruise Line Holdings is a hidden bargain or just treading water? You’re not alone, and today we’re doing a deep dive into what the numbers really say about its value. The stock has taken a sharp turn lately, dropping 5.2% over the last week and a significant 22.2% across the past month, adding to a year-to-date slide of 31.2%. Recently, sectors tied to leisure travel have faced broader volatility due to macroeconomic concerns and shifting consumer demand, putting...

Energy Transfer (ET) shares have seen a slight uptick over the past week, drawing in investors interested in how recent trends might influence the stock’s near-term direction. With a steady flow, let’s dive into what is behind this move. See our latest analysis for Energy Transfer. Energy Transfer’s share price has shown modest momentum lately, with a 1.62% gain over the past week and a 3.16% share price return across the last month. Taking a broader view, the stock has delivered an...

Thinking about investing in Nebius Group? If you have ever wondered whether the recent run-up justifies the price or if there is real value to be found, you are in the right place. The stock has been on a wild ride, with a 196.8% surge so far this year and a jaw-dropping 338.5% return over the past 12 months, even after a short-term dip of -11.4% in the last week. In the past month, headlines have focused on Nebius Group's rapid expansion into cloud services as well as a...

On November 17, 2025, BOK Financial Corporation released an investor presentation emphasizing its focus on long-term value creation, robust fee income businesses, a strong core deposit franchise, and disciplined loan portfolio management. Investor interest has been heightened by a significant increase in short interest, suggesting greater scrutiny and potentially mixed sentiment around the company’s outlook. Following BOK Financial's emphasis on its fee income strength, we'll look at the...

In November 2025, Meter and Lumen Technologies announced a new end-to-end networking solution for AI-driven enterprises, integrating Lumen’s WAN and Meter’s LAN platforms to simplify enterprise connectivity and streamline procurement through cloud marketplaces. This collaboration underscores Lumen’s focus on expanding its Connected Ecosystem and accelerating the shift to enterprise services with integrated, AI-ready network solutions that offer operational efficiency and unified network...

VICI Properties (VICI) shares have pulled back over the past month, dropping about 4%. This has some investors taking a closer look at the real estate investment trust's valuation and overall business fundamentals. See our latest analysis for VICI Properties. VICI Properties' recent 4% dip comes at a time when share price momentum has slowed, with a 1-year total shareholder return of -3.1%. While the stock experienced a period of optimism earlier this year, recent declines indicate that...

Mister Car Wash (MCW) is back in the spotlight as investors react to two pressure points: same-store sales have continued to slow over the past two years, and a high debt load is raising questions about financial flexibility. These factors now have many reconsidering the company’s outlook in a changing market. See our latest analysis for Mister Car Wash. After a challenging start to the year, Mister Car Wash’s share price stands at $5.04, down over 30% year-to-date, with longer-term total...

Yum China Holdings unveiled its RGM 3.0 strategy and a new three-year financial outlook at its 2025 Investor Day, outlining ambitious plans to reach 20,000 stores by 2026 and more than 30,000 by 2030, with a focus on expanding KFC and Pizza Hut across China and increasing capital returns to shareholders. A unique aspect of the announcement is the company's commitment to return approximately 100% of free cash flow to shareholders after minority dividends beginning in 2027, signaling a strong...