U.S. Semiconductors Stock News

In early January 2026, a Washington County planning committee in Tennessee recommended denying BWX Technologies’ rezoning request needed to expand its Jonesborough site with two high-assay low-enriched uranium (HALEU) processing facilities that were expected to support about 175 long-term jobs. This local zoning setback introduces fresh regulatory uncertainty around BWXT’s HALEU ambitions, a capability closely tied to advanced nuclear fuels and defense-related growth opportunities. Next,...

In early January 2026, Hilton Worldwide Holdings came under scrutiny after the U.S. Department of Homeland Security alleged that ICE agents’ reservations at a Minneapolis-area Hampton Inn were canceled, prompting Hilton to cut ties with the franchised hotel. The incident has raised questions about how Hilton manages franchisee conduct and brand standards when politically sensitive refusals of service threaten its reputation and government relationships. We will now examine how this...

Why Fidelity National Information Services is on investors’ radar Fidelity National Information Services (FIS) has drawn fresh attention after recent share price moves, with the stock closing at US$66.73 and showing mixed returns over the past year and past 3 months. See our latest analysis for Fidelity National Information Services. Recent trading has been choppy, with a 1 month share price return of 1.29% but a 1 year total shareholder return decline of 13.99%. This suggests momentum has...

In the latest session, Teekay Tankers attracted attention as investors reacted to evolving analyst estimates and an upcoming earnings report that is expected to show a materially higher earnings per share than the same quarter a year ago. This shift in expectations indicates that analysts are reassessing Teekay Tankers’ near-term earnings power, which could influence how the company’s operating profile and risk-reward balance are perceived. Against this backdrop of anticipated stronger...

Dexcom has appointed long-time leader Jake Leach as President and CEO effective 1 January 2026, while advancing plans to roll out an AI-enabled Stelo app and expand pharmacy access to its Dexcom G7 15 Day CGM System. This leadership shift, paired with a reimagined digital platform and broader CGM availability, signals a meaningful evolution in how Dexcom aims to support diabetes management across a wider patient base. Next, we’ll examine how Jake Leach’s appointment and the AI-enhanced Stelo...

DTE Energy (DTE) shares are back in focus after the utility signed a 1.4 GW agreement to supply power to a hyperscaler data center customer, while also negotiating an additional 3 GW of potential load. See our latest analysis for DTE Energy. The data center agreement comes after a softer stretch for the shares. The 90 day share price return of 8.43% and year to date share price return of 1.61% are both in decline, even as the 1 year, 3 year and 5 year total shareholder returns of 9.57%,...

Event context and recent share performance With no single headline event driving attention today, interest in fuboTV (FUBO) centers on how the stock’s weaker recent returns compare with its longer term record and the company’s current financial profile. See our latest analysis for fuboTV. At a share price of $2.50, fuboTV’s recent 30 day share price return of 12% decline and 90 day share price return of 35% decline sit alongside a 1 year total shareholder return of 53% decline. This hints...

Why the latest fee update matters for MarketAxess MarketAxess Holdings (MKTX) recently reported a drop in transaction fees tied to shifts in trading protocols on its bond platform, adding to ongoing pressure on gross and operating margins and sharpening investor focus on profitability. See our latest analysis for MarketAxess Holdings. The latest update on lower transaction fees comes after a 4.24% one day share price decline and a 4.16% 7 day share price decline. At the same time, the 1 year...

Recent enthusiasm around Boyd Gaming (BYD) centers on its online casino business and a consistent record of beating earnings expectations, with supportive analyst commentary adding to investor attention despite no major shift in the core business. See our latest analysis for Boyd Gaming. Recent price action has cooled slightly, with a 1-day share price return of a 2% decline after a solid 8% 30-day share price return and a 1-year total shareholder return of 20.88%, suggesting momentum has...

Newmark Group, Inc. recently arranged the off‑market sale of a nearly 1.4 million‑square‑foot micro‑bay industrial portfolio, comprising about 50 buildings and 600 tenants across Maryland and Northern Virginia, to Silverman Group for US$203 million. This transaction underscores investor interest in small‑bay industrial assets in dense infill corridors with favorable demographics and limited new construction, reinforcing Newmark’s role in large, complex industrial real estate deals. Next, we...

APi Group recently settled the 2025 annual dividend on its Series A preferred stock by issuing 15,212,810 common shares, lifting total shares outstanding to about 431 million and slightly diluting existing common shareholders. This share issuance also clarified the ownership position of major holder Sir Martin E. Franklin, who now beneficially controls 56,470,049 common shares through direct holdings, preferred stock, and proxy arrangements, highlighting the influence of preferred equity on...

Regulatory progress puts TMC the metals (NasdaqGS:TMC) in focus Recent coverage of TMC the metals (NasdaqGS:TMC) has focused on its efforts to secure approvals for deep sea polymetallic nodule mining, as well as on technical steps toward commercializing its processing technology. See our latest analysis for TMC the metals. Those regulatory milestones and processing updates have coincided with sharp swings in sentiment, with a 22.85% 7 day share price return and an 11.80% year to date share...

Lisbon recently reversed its moratorium on new short-term holiday lets while extending licence requirements across more of the city, a shift Airbnb says highlights the limits of strict curbs in improving housing affordability. Airbnb argues that these tougher but more targeted rules actually broaden earning opportunities for local hosts and may ease cost pressures for visitors, reshaping how regulators think about balancing tourism and housing goals. With Lisbon’s policy reversal as a...

Progressive (PGR) opened the year under pressure, with its share price falling 6.83% in the first week of January during a period of broad market weakness that highlighted volatility across large caps. See our latest analysis for Progressive. The recent 1 day share price return of 1.53% decline, 7 day return of 8.18% decline and 90 day return of 13.65% decline suggest momentum has cooled in the short term. This comes even though the 3 year total shareholder return of 73.06% and 5 year total...

Credicorp (NYSE:BAP) has attracted fresh attention after Zacks upgraded the stock to a Rank #1, reflecting higher earnings estimates in recent months and signaling that analysts see improved business momentum. See our latest analysis for Credicorp. The recent Zacks upgrade comes as Credicorp’s share price has climbed 12.43% over the past 90 days and delivered a 68.81% 1 year total shareholder return. This suggests momentum has been building alongside positive earnings revisions and the...

Addus HomeCare (ADUS) is in focus after combining organic expansion with acquisitions such as Gentiva personal care assets, Helping Hands, and Del Cielo, while contending with negative free cash flow and proposed 2026 Medicare home health payment cuts. See our latest analysis for Addus HomeCare. After these acquisitions and regulatory headlines, the 7 day share price return of 5.03% and year to date share price return of 5.83% contrast with a 1 year total shareholder return decline of 10.78%...

Why First Horizon is on investors’ radar today First Horizon (FHN) has caught investor attention after recent share price moves, with the stock showing mixed short term returns and stronger figures over the past year, prompting fresh interest in its valuation. See our latest analysis for First Horizon. Recent trading has been a bit choppy, with a 1 day share price return of 0.32% decline at US$24.59, but a 30 day share price return of 7.95% and a 1 year total shareholder return of 22.54%...

Why Melco Resorts & Entertainment Is Back on Investors’ Radar Melco Resorts & Entertainment (MLCO) has drawn fresh attention after recent trading left the shares around $7. For investors watching casino and resort operators, this price level raises questions about how the market is currently weighing its risk and reward. See our latest analysis for Melco Resorts & Entertainment. The latest moves come after a rough patch, with a 30 day share price return of a 20.5% decline and a 90 day share...

Cybin (NasdaqGM:HELP) has entered the Nasdaq Composite Index following its rebrand to Helus Pharma and uplisting to Nasdaq. This development aligns with its late stage neuropsychiatry drug programs and commercialization plans. See our latest analysis for Cybin. The recent rebrand, uplisting and index inclusion come after a mixed run for investors, with a 23.18% 1 month share price return and a 16.11% 3 month share price return. This contrasts with a 23.85% 1 year total shareholder return...

Why DoubleVerify Holdings is on investors’ radar today DoubleVerify Holdings (DV) sits in focus today without a single headline driving attention, which makes its current share price of US$11.21 and recent return pattern more interesting for investors watching ad-tech valuations. See our latest analysis for DoubleVerify Holdings. Recent trading has been mixed, with a 1-day share price return of 2.28% and a year to date share price return of 3.22%, set against a 1-year total shareholder return...

Nexa Resources recently reported Q3 2025 results with net revenues of US$764 million and EPS of US$0.52, surpassing prior expectations and reflecting stronger operational execution. The company also completed the sale of ten Exclusive Prospecting Licenses in Namibia, highlighting an effort to refocus its portfolio on higher-priority assets. We’ll now examine how Nexa’s earnings outperformance and portfolio reshaping in Namibia influence the company’s broader investment narrative. The latest...

Community Financial System (NYSE:CBU) is back in focus after Community Bank System, Inc. authorized a new share repurchase program covering up to 2,633,000 shares over the next twelve months, subject to regulatory approval. See our latest analysis for Community Financial System. That new buyback plan comes after a period of steady share price gains, with the stock now at $60.75 and a 7-day share price return of 5.76% on top of a 1-year total shareholder return of 3.70%. This suggests momentum...

In December 2025, Collegium Pharmaceutical, Inc. closed a US$980 million syndicated credit facility maturing in 2030, comprising a US$580 million initial term loan, US$300 million delayed draw term loan, and US$100 million revolver, and used the initial term loan to repay about US$581 million of existing debt. The new facility, priced at term SOFR plus a leverage-based spread (initially SOFR plus 2.75%), is expected to lower annual interest costs while adding undrawn borrowing capacity for...

In recent days, Deckers Outdoor has faced several analyst downgrades, with concerns focused on moderating growth at its HOKA brand and the impact of increased discounting across sales channels. Despite reporting past quarters with topline growth and profitability gains from UGG and HOKA, analysts now question whether HOKA’s potential market size and pricing power are being overestimated. We’ll now examine how worries over HOKA’s slowing momentum and rising discounting pressure may affect...