U.S. Semiconductors Stock News

In the third quarter, Alden Global Capital LLC increased its holdings in HCI Group by 42,840 shares to 62,940 shares, worth about US$12.08 million and now representing 7.06% of Alden’s reportable assets as its sixth-largest position. This move highlights growing institutional interest in HCI Group, reflecting how the company’s recent revenue and profit momentum is reshaping perceptions of its insurance-and-technology model. We’ll now examine how Alden Global Capital’s sizeable position in...

Zimmer Biomet Holdings (ZBH) just delivered mixed Q3 results, with organic sales rising but overall revenue missing expectations, and that gap has clearly weighed on the stock compared with both the Health Care sector and key peers. See our latest analysis for Zimmer Biomet Holdings. That underperformance has been building for a while, with the latest earnings miss reinforcing a weaker trend, as the share price sits at $92.27 and the 1 year total shareholder return is down 12.88 percent. If...

Earlier this month, Teva Pharmaceutical Industries submitted a New Drug Application to the U.S. FDA for its once-monthly olanzapine extended-release injectable suspension to treat schizophrenia in adults, supported by Phase 3 SOLARIS trial data on efficacy, safety, and tolerability. This filing underscores Teva’s push deeper into neuroscience and longer-acting therapies aimed at improving real-world treatment adherence for patients with serious mental illness. We’ll now explore how Teva’s...

Morgan Stanley just dialed back its stance on Lear (LEA), moving the stock from Overweight to Equal Weight and signaling a cooler outlook that helps explain the recent, modest pullback. See our latest analysis for Lear. That tempered call comes as Lear’s 1-year total shareholder return of 7.95% trails its 14.83% year to date share price return, suggesting momentum has cooled recently even though the latest share price sits at $106.53. If this shift in sentiment has you reassessing auto...

Wondering if AbbVie at $222.99 is still a buy after such a strong run, or if most of the upside is already priced in? This article is going to unpack that in plain English. The stock has slipped a modest 0.6% over the last week but is still up 1.7% over the past month, 24.3% year to date and 31.4% over the last year, reinforcing its longer term momentum story. Recent headlines have focused on AbbVie’s expanding immunology and aesthetics franchises and continued progress in replenishing...

In the third quarter of 2025, Turning Point Brands reported gross profit of US$70.4 million, up 39.7% year over year, powered by very large growth in its Stoker’s segment and higher Modern Oral adoption. The Stoker’s segment not only delivered an 80.8% surge in net sales but also lifted its gross margin by 440 basis points to 60.2%, underscoring how mix shift toward Modern Oral and higher-margin formats is reshaping TPB’s earnings profile. We’ll now assess how Stoker’s sharply higher sales...

Ameriprise Financial (AMP) is back in focus as investors reexamine its track record of compounded earnings growth, sharply rising tangible book value, and consistently high returns on equity that signal durable competitive strength. See our latest analysis for Ameriprise Financial. The recent pullback, with a negative year to date share price return despite a solid three year total shareholder return of 53.65%, suggests sentiment has cooled even as the long term wealth creation story remains...

Sunrun (RUN) has quietly become a lightning rod for investors trying to read the next move in residential solar, as its stock swings contrast sharply with a strong 75 % year to date climb. See our latest analysis for Sunrun. That sharp year to date share price return of about 75 % comes after a much tougher few years. The recent 90 day share price rebound hints that sentiment around Sunrun’s long term growth and risk profile may finally be stabilising. If Sunrun’s turnaround has you watching...

Clover Health Investments recently reported winning new contracts, supported by an average 10.3% increase in its customer base over the past two years. Earnings per share have compounded at a very large annual rate while cash burn has steadily reduced, pointing to improving operational self-sufficiency. Now we’ll explore how these contract wins and improving earnings quality might reshape Clover Health’s existing technology-focused investment narrative. Trump has pledged to "unleash"...

On December 2, 2025, Gen Digital’s Norton business launched Norton Neo globally as a free, AI-native browser designed to enhance online safety, privacy, and everyday productivity for users. This move extends Gen Digital’s Cyber Safety footprint directly into the browser, positioning it to integrate AI security, identity protection, and zero-prompt assistance at the core of consumers’ online activity. We’ll now examine how Norton Neo’s global AI-native browser rollout could reshape Gen...

Apellis Pharmaceuticals (APLS) has quietly staged a rebound this month, with the stock up roughly 23% even as its past year performance remains weak, inviting a closer look at what might be changing. See our latest analysis for Apellis Pharmaceuticals. The 23.5% 1 month share price return has helped Apellis claw back some ground from a difficult stretch. However, the 1 year total shareholder return remains deep in negative territory, which suggests sentiment may be stabilising rather than...

If you are wondering whether UMB Financial is quietly trading at a discount or already priced for perfection, you are not alone. This stock has been drawing attention from investors hunting for value in regional banks. Despite some short-term noise, the share price is up 3.4% over the last month and 1.9% year to date, though it is still down 7.5% over the past year after a strong multiyear climb of 50.8% over three years and 79.4% over five years. Recent headlines around the regional banking...

Wondering if AT&T is still a classic value play or a trap in disguise, especially with that hefty dividend and long history in investors' portfolios? The stock is up 7.4% year to date and 9.1% over the last year, but it has cooled a bit in the short term with a 3.2% drop over 7 days and a 1.3% slide over the past month, hinting that sentiment is still a bit cautious. Recent headlines have focused on AT&T's ongoing 5G and fiber rollout, its sizable debt load, and efforts to streamline the...

If you have been wondering whether KLA’s soaring share price still offers value, you are not alone. This breakdown is designed to help you decide if now is a smart entry point or a time to be cautious. The stock has climbed 92.5% year to date and 90.5% over the last year, building on multi-year gains of 210.7% over 3 years and 396.4% over 5 years that have significantly influenced how the market prices its future. These moves have been supported by KLA’s established role in semiconductor...

In recent days, Solid Power disclosed that director Erik Anderson sold 30,000 shares and the company amended its Executive Change in Control and Severance Plan, reshaping how senior leaders could be compensated if control changes occur. These governance moves, coming alongside continued discussion of losses and negative cash flow despite high-profile partnerships and government backing, spotlight the tension between Solid Power’s technological promise and its financial strain. Next, we’ll...

Earlier this week, Air Products and Chemicals and Yara International announced they are in advanced negotiations to partner on low-emission ammonia projects in Louisiana and Saudi Arabia, linking Air Products’ hydrogen assets with Yara’s global ammonia production, storage, and distribution network. The proposed structure, including Yara’s plan to acquire roughly one-quarter of the Louisiana ammonia assets’ estimated US$8–9 billion cost and enter long-term offtake and marketing agreements,...

If you are wondering whether O'Reilly Automotive is still attractive after its long run higher, or if the easy money has already been made, you are not alone. This breakdown is designed to cut through the noise and focus on what the stock may really be worth. Even after a recent pullback of about 4.4% over the last week and 3.9% over the last month, the stock is still up 19.0% year to date and 11.4% over the past year. That caps off a multi year climb of 73.6% in three years and 210.7% in...

While M/I Homes, Inc. ( NYSE:MHO ) shareholders are probably generally happy, the stock hasn't had particularly good...

Morgan Stanley’s latest upgrade put General Motors (GM) back in the spotlight, as the bank highlighted GM’s execution, capital discipline, and truck heavy strategy to support a more optimistic stance. See our latest analysis for General Motors. The upgrade lands on top of a powerful run, with GM’s 90 day share price return of about 31 percent and 1 year total shareholder return near 50 percent. This signals that momentum is clearly building as investors warm to its revamped strategy and...

In early December 2025, Flywire Corporation announced a partnership with TenPay Global to add Weixin Pay (WeChat Pay) for Chinese students paying tuition to universities in South Korea and Malaysia, aiming to simplify cross-border education payments for families. This move gives Flywire more direct access to fast-growing intra-Asia student flows, where Chinese enrollment in Malaysia and South Korea has risen sharply since 2019, reinforcing its position in international education payments...

If you are wondering whether PVH is starting to look like a bargain after a rough stretch or if it is cheap for a reason, you are not alone. This is exactly the kind of setup where valuation work really matters. The stock has slipped to around $76.12 after a 13.1% drop over the last week and is now down 27.4% year to date and 30.5% over the last year, shifting many investors from growth optimism to value hunting mode. Recent market chatter has focused on how PVH is navigating a tougher...

If you are wondering whether Arch Capital Group at around $91.92 is still a smart buy or if most of the upside is already priced in, you are not alone. That is exactly what we are about to unpack. Despite a modest 0.6% gain year to date and a 1.5% slide over the last year, the stock is still sitting on returns of 61.4% over 3 years and 176.7% over 5 years, indicating that long-term holders have already been well rewarded. Recent headlines have focused on Arch Capital Group expanding its...

If you are wondering whether Trane Technologies at around $399 is still worth considering after its significant multi year run, or if you are arriving too late to benefit, you are in the right place. The stock is up an impressive 134.1% over 3 years and 207.5% over 5 years. More recently it has pulled back, with a 6.7% gain year to date, but a 2.5% drop in the last week and an 8.0% decline over the last month. This combination of long term strength and short term cooling has come as...

In early December 2025, Incyte reported that its mutant calreticulin-targeted antibody INCA033989 received FDA Breakthrough Therapy designation for certain essential thrombocythemia patients and released Phase 1 data showing encouraging responses and tolerability in myeloproliferative neoplasms. By pairing this regulatory milestone with early signs of disease-modifying activity in myelofibrosis, INCA033989 is emerging as a potential new pillar in Incyte’s hematology franchise beyond...