U.S. Semiconductors Stock News

Earlier this month, Penguin Solutions, Inc. released its SMART 64GB DDR5-6400 ECC CSODIMM memory module, expanding its DDR5 SODIMM lineup for high-performance computing, industrial, edge, telecom, and networking systems, with both commercial- and industrial-temperature options for harsh environments. The new 64GB CSODIMM, featuring ECC error correction and an integrated clock driver for improved signal integrity at high speeds, strengthens Penguin Solutions’ appeal for next-generation,...

SunPower (SPWR) has just posted its Q3 2025 numbers, with revenue at about $70 million and basic EPS at roughly -$0.19, alongside net income from continuing operations of approximately -$15.8 million and a -$1.1 million hit from discontinued operations setting the tone for the quarter. The company has seen revenue move from about $4.5 million in Q2 2024 to $5.5 million in Q3 2024, then to $88.7 million in Q4 2024, before landing at $82.7 million in Q1 2025, $67.5 million in Q2 2025 and $70.0...

The Space Development Agency has awarded Lockheed Martin a contract valued at more than US$1.00 billion to build 18 advanced missile-warning and tracking satellites for its Tranche 3 Tracking Layer constellation, expanding the Proliferated Warfighter Space Architecture. This award lifts Lockheed Martin’s total SDA satellite count to 124 space vehicles, underlining its growing role in next-generation missile defense space infrastructure. We’ll now examine how this large SDA missile-tracking...

Clear Channel Outdoor Holdings recently secured a 10-year contract, starting in 2026 with a 5-year renewal option, to continue providing advertising services at Washington Reagan National and Washington Dulles International Airports, while reporting a larger-than-expected Q3 2025 loss per share but slightly ahead-of-forecast revenue. This long-term airport deal reinforces the company’s position in a premium, high-traffic advertising channel that could underpin more visible future revenue...

Recently, BWX Technologies reported continued double-digit earnings growth, a record backlog, upgraded guidance, and stronger Commercial Operations following its Kinectrics acquisition, all underpinned by resilient Navy propulsion and NNSA work. Beyond reinforcing its government-backed foundations, BWX’s push into commercial nuclear components, microreactors, advanced fuels, and medical isotopes is reshaping the company into a broader nuclear technology platform with multiple growth...

In recent months, McDonald’s has combined stronger-than-expected quarterly results, expanding value-focused menus, rapid digital and AI adoption, and ongoing global restaurant openings to reinforce its position as one of the most profitable players in the restaurant industry. These developments highlight how McDonald’s asset-light, franchise-heavy and real estate-driven model, amplified by technology-led efficiency gains, is increasingly central to its long-term cash generation story. We’ll...

Earlier this month, TileDB announced TileDB Carrara as a Snowflake Connected App for Healthcare & Life Sciences, while Snowflake reported fiscal Q3 2026 results featuring 29% year-over-year revenue and product revenue growth alongside increased AI-related investment and more measured forward guidance. Together with new initiatives like the Open Semantic Interchange project and ExecAtlas integration, these developments highlight Snowflake’s push to embed its AI Data Cloud more deeply into...

If you are wondering whether Morgan Stanley remains attractive after its huge run, or if the smart money has already moved on, you are in the right place to unpack what the current price really implies. The stock now trades around $176.98. Despite a modest 0.8% slip over the last week, it is up 11.9% in the last month, 41.8% year to date, 47.4% over 1 year, 127.5% over 3 years, and 204.9% over 5 years. This naturally raises questions about how much upside is left versus the risk on the...

If you have ever wondered whether Domino's Pizza at around $431 a share is still a buy, or if the best slices of upside have already been eaten, this breakdown is for you. The stock has been a bit choppy recently, slipping about 0.1% over the last week but still up 5.9% over the past month, while longer term returns of 2.9% over 1 year and 27.6% over 3 years hint at a business that has rewarded patient holders despite a slightly softer 0.8% year to date move. Investors have been reacting to...

If you are wondering whether Reddit's stock price already reflects the hype or if there is still real value left on the table, you are not alone. That is exactly what we are about to unpack. After a strong run, with the share price up 3.7% over the last week, 27.1% over the past month, and 40.6% year to date, the market is clearly starting to price in higher growth expectations and possibly a shifting view of risk. Recent moves have come alongside ongoing headlines about Reddit's expanding...

If you are wondering whether MGIC Investment is still a smart buy after such a strong run, or if the easy money has already been made, you are in the right place. The stock has climbed 2.1% over the last week, 4.7% over the past month, and is now up 25.2% year to date and 27.9% over the last year, with a striking 145.8% gain over three years and 170.5% over five. Behind these moves, investors have largely been reacting to a steadier backdrop for US housing and credit quality, along with more...

Wondering if Coca-Cola FEMSA. de is still worth buying after its strong run, or if the fizz has already gone from the stock price? This article is going to unpack what the market might be missing in its valuation. The share price has climbed to around $94.96, delivering roughly 1.8% over the last week, 7.4% over the past month, and 22.1% year to date, alongside 24.1% over 1 year, 51.0% over 3 years, and 155.7% over 5 years. This naturally raises questions about how much upside is...

Wondering if New York Times stock is still worth buying after its big run, or if the easy money has already been made? Let us break down what the market is really pricing in here. The shares have climbed 4.1% over the last week, 10.4% over the past month, and are up a striking 35.3% year to date, adding to a 35.6% gain over the last year and 121.6% over three years. Some of that momentum has been fueled by ongoing enthusiasm around its growing digital subscription base and the strength of...

In recent days, Mastercard disclosed a series of partnerships and product launches, including Loan on Card with LoanPro, expanded wallet capabilities with TerraPay, and enhanced ecommerce acceptance with WooCommerce, alongside a 14% quarterly dividend increase to US$0.87 per share and authorization for up to US$14.00 billion in share repurchases. Together, these moves signal Mastercard’s push to deepen its role in digital lending and wallets while returning more cash to shareholders through...

Earlier this month, Mizuho Securities analyst Yaron Kinar downgraded Everest Group to a hold rating, signaling a more cautious stance on the insurer. The downgrade comes from an analyst with a very strong one-year track record, which may carry extra weight in shaping investor expectations. Next, we'll assess how this high-conviction downgrade could influence Everest Group's investment narrative and risk-reward profile. Explore 28 top quantum computing companies leading the revolution in...

Corporación América Airports (NYSE:CAAP) just posted another month of steady traffic growth, with November passenger numbers up about 9% year on year and Argentina leading gains thanks to new routes and added frequencies. See our latest analysis for Corporación América Airports. The market seems to be catching on to that steady operational momentum, with a 30 day share price return of 13.71% and a powerful three year total shareholder return above 200% underscoring how sentiment has shifted...

If you are wondering whether Nasdaq is still attractive after such a strong run, or if the upside has already been priced in, this article will walk you through what the numbers say about its value. Nasdaq's share price has climbed to around $95.36, delivering roughly 1.9% over the last week, 10.9% over the last month, and 23.2% year to date, with 24.2% over 1 year, 62.4% over 3 years, and 138.1% over 5 years. Behind those gains, Nasdaq has stayed in the spotlight as a crucial infrastructure...

If you are wondering whether ZIM Integrated Shipping Services is still a bargain or if the easy money has already been made, this article will walk through what the numbers are really saying about its value. The stock has been anything but quiet lately, with shares up 2.6% over the last week, 14.9% over the past month, and 36.3% over the last year, even though it remains down 17.5% year to date. These moves have been driven in part by shifting expectations around global freight rates and...

If you are wondering whether Patterson-UTI Energy is a bargain or a value trap at today’s price, you are not alone. This breakdown is designed to give you a clear, no-jargon answer. The stock has slipped 6.1% over the last week and is down 31.7% year to date, yet it is still up 25.6% over five years. This highlights how cyclical this name can be. Recent headlines have focused on shifting North American drilling activity and ongoing consolidation in oilfield services, both of which directly...

Wondering if A. O. Smith at around $68 a share is quietly undervalued or just fairly priced? You are not alone, and that is exactly what we are going to unpack here. Despite only a 1.0% return over the last year, the stock has climbed 6.9% in the past month after a softer 1.0% dip over the last week, hinting that sentiment may be shifting again. Recent headlines have focused on A. O. Smith expanding its water treatment and high efficiency water heating offerings, plus ongoing investment in...

Bank Midwest Partnership Puts Raymond James in Focus Raymond James Financial (RJF) just deepened its regional footprint through a new partnership with Bank Midwest, which is moving about $692 million in client assets and rebranding its wealth arm on Raymond James infrastructure. See our latest analysis for Raymond James Financial. That backdrop helps explain why investors have been comfortable paying around $163.01 today, with a modestly positive year to date share price return alongside a...

USA Rare Earth (USAR) has quietly turned heads after a choppy stretch, with the stock bouncing 2% in the latest session even as it remains down over the past 3 months. See our latest analysis for USA Rare Earth. With the share price now at $13.84, the stock’s 1 day share price return of 2.40% offers a small bounce against a still weak 90 day share price return of 14.83%. At the same time, the 1 year total shareholder return of 25.92% hints that longer term momentum is not entirely broken. If...

Bausch Health Companies (NYSE:BHC) just reported strong early participation in its exchange offer, with investors tendering roughly 2.7 billion dollars of existing 2028 secured notes into new 10.0% notes due 2032. See our latest analysis for Bausch Health Companies. This heavy early take up comes as the 1 month share price return of 13.72 percent has started to claw back some of this year’s weakness. The 1 year total shareholder return remains negative, but the 3 year total shareholder return...

Nuvalent (NUVL) just saw a fresh jolt of attention after veteran oncology executive Ron Squarer joined its board, a move that arrived as Wall Street sentiment toward the cancer focused biotech has turned more confident. See our latest analysis for Nuvalent. That backdrop of growing confidence is showing up in the numbers, with Nuvalent’s share price at $103.8 after a strong 90 day share price return of 35.39 percent and an impressive three year total shareholder return of 264.98 percent. This...