U.S. Semiconductors Stock News

Wondering what to make of Salesforce these days? You are not alone. With the stock closing recently at $242.76, it is natural to feel caught between tales of AI-driven disruption and uncertainty about where the company is headed next. Over the past week, Salesforce shares slipped 3.2%, but have still eked out a 2.4% gain over the past month. On the flip side, the year-to-date decline stands at a hefty 26.6%, and the one-year return is down 4.1%. Yet, zoom out to three years, and the story...

Gulfport Energy (GPOR) has caught the market’s eye after completing the redemption of all remaining Series A Convertible Preferred Stock, swapping a big chunk into common shares. This latest step comes right on the heels of the company’s second-quarter results, which came in stronger than what most had been expecting on both earnings and revenue. For investors watching closely, these back-to-back headlines around growth and capital structure send a clear signal that Gulfport’s management is...

If you follow Silicon Laboratories (SLAB), you probably spotted the company’s announcement this week about the FG23L wireless SoC landing later this month. It may not generate front-page buzz like a splashy acquisition, but for anyone watching the long-term push to dominate industrial IoT connectivity, the arrival of a cost-optimized, long-range chip is no small move. By positioning the FG23L as a tool for more affordable and secure large-scale deployments such as smart cities and industrial...

If you follow Tapestry (TPR), you likely sat up when the company announced a massive share repurchase program: up to $3 billion in common stock, greenlit by the Board and fueled by healthy free cash flow. That is not small potatoes, and it is the kind of move that tends to get Wall Street and retail investors alike talking. Buybacks are often seen as a signal that management believes the shares are undervalued, or at the very least that the balance sheet is strong enough to reward...

Earlier this month, Fluence Energy announced it has shipped its first U.S.-made lithium-ion battery storage systems, marking a milestone in reshoring key supply chain components and supporting domestic energy security and policy incentives. This achievement not only advances Fluence's U.S. manufacturing strategy but also helps customers manage risk by improving supply resilience and enhancing eligibility for federal tax credits. We'll examine how Fluence's successful domestic production of...

There’s no ignoring the buzz around BILL Holdings (BILL) right now, especially with heavyweight activist funds Elliott Management and Starboard Value stepping up their involvement. Both have acquired sizeable stakes and are actively pushing for changes to company strategy and board composition, a clear signal that something might be brewing behind the scenes. The latest move, with Starboard nominating four new directors and both firms pressing for value creation, puts management under the...

Paylocity Holding (PCTY) just made headlines by joining forces with the Chicago Bulls in a multi-year partnership, stepping into the spotlight as the team’s Official HCM Software Partner. This move is more than just a branding play; it puts Paylocity's technology at the heart of a major NBA franchise's operations, offering both the basketball team and its employees streamlined HR and payroll processes. The collaboration features a purposeful twist as well, with Paylocity fronting a community...

IMAX (NYSE:IMAX) has just been identified as a leading momentum stock, thanks to its consistent positive price action and an encouraging outlook for earnings growth. This recognition comes after several analysts upgraded their earnings expectations for fiscal 2025, which may be signaling to investors that confidence in the company’s future is gaining strength. It is the kind of development that invites a closer look for those wondering if there is still room to benefit from IMAX’s recent...

XPeng Inc. recently reported record-breaking monthly Smart EV deliveries in August 2025, with 37,709 units sold, a very large year-over-year increase, and launched the new XPENG P7 with nationwide deliveries beginning August 28. This surge in vehicle deliveries, combined with the new model launch, highlights XPeng’s ability to accelerate demand and quickly execute new product rollouts in the highly competitive Chinese EV market. We’ll explore how XPeng’s record August deliveries and latest...

If you’ve been watching HF Sinclair (NYSE:DINO), the latest string of events might have you rethinking what’s possible for this refining player. Not only have several analysts upgraded their views and raised price targets lately, but the company’s second-quarter earnings managed to beat expectations, largely due to unexpectedly strong refining margins. To kick off September, margin strength has only intensified, painting a picture of a company seizing its moment. This momentum adds to a year...

First American Financial Corporation recently increased its quarterly cash dividend to US$0.55 per share, a 2% rise from the prior level, with the dividend payable on September 29, 2025 to shareholders of record as of September 22, 2025. This move, alongside positive analyst revisions, showcases management’s confidence in the company’s financial outlook and commitment to returning value to shareholders. We’ll discuss how the dividend increase underscores First American Financial’s approach...

Aptiv (APTV) has been grabbing investor attention lately, and for good reason. Recent analyst updates, along with management's push to diversify its business and improve real-time visibility, have brought the company into focus. After the firm highlighted its strategic initiatives at a major industry conference, analysts from both Wells Fargo and Baird expressed optimism about Aptiv’s direction, even as near-term earnings growth is expected to be fairly modest. This wave of confidence from...

Earlier this month, Credit Acceptance reported second-quarter 2025 earnings per share below analyst forecasts, despite revenue coming in slightly ahead of expectations, and disclosed a sale of 350 shares by Chief Alignment Officer Nicholas J. Elliott for approximately US$182,605 on September 5, 2025. The company has continued to actively repurchase shares while maintaining strong liquidity and was recognized for the eleventh consecutive year among the top workplaces in financial services,...

Sterling Infrastructure (STRL) is on investors’ watchlists after its recent stretch of share price gains, making some wonder if the market sees further runway ahead or is flashing a pause. While there is no single headline-making event driving this momentum, the recent appreciation in STRL shares has nudged both the value-focused and growth-oriented crowd to re-examine their stance on the stock. Over the past year, Sterling Infrastructure’s shares have delivered a strong performance,...

It is not every day that Capital One Financial (COF) finds itself making headlines without a dramatic event behind the scenes. Yet here we are, with the stock moving just enough lately to make investors take another look. While there is no single trigger making waves this week, sometimes even subtle shifts can hint at underlying changes in the way the market views the company. That dynamic can leave shareholders and potential buyers wondering whether they are seeing a quiet opportunity or...

If you follow biotech movers in your portfolio, Exact Sciences (EXAS) just made waves by launching Cancerguard, its new multi-cancer early detection blood test in the United States. What sets this announcement apart is that Cancerguard can screen for over 50 cancer types, including those that previously had no recommended screening, and it boasts promising sensitivity and specificity results. The partnership with Quest Diagnostics and the company’s commitment to large-scale real-world...

Teleflex (TFX) just sparked fresh debate among investors by announcing the enrollment of the first patient in its DUBSTENT DIABETES trial, a pioneering clinical study targeting a key challenge in cardiovascular care for patients with diabetes. The trial is designed to evaluate a dual-device approach for percutaneous coronary interventions, responding to the ongoing issue of high stent failure rates in diabetic populations. For investors, this move signals Teleflex’s commitment to high-stakes...

Smith & Wesson Brands, Inc. recently reported financial results for the first quarter ended July 31, 2025, posting sales of US$85.08 million and a net loss of US$3.41 million, both weaker than the same period last year. A unique aspect of this update is the company recorded no share buybacks during the quarter despite having an existing repurchase program, highlighting a cautious approach to capital allocation amid operational challenges. Given the reported increase in net loss, we will...

In September 2025, VikingCloud announced it is enhancing cybersecurity support for small and medium-sized businesses in partnership with Fiserv by enabling the new Mastercard-designed Compliance and Validation Exemption Program (C-VEP) during the third quarter of the year. This development underscores the urgent need for improved cyber defenses among SMBs, as recent Mastercard research showed that business-crippling attacks are a significant risk for unprepared firms. Given the recent...

Earlier this week, Core & Main, Inc. reported second quarter sales of US$2.09 billion and net income of US$134 million, both up from the prior year, but also revised its full-year fiscal 2025 sales outlook downward to a range of US$7.6 billion to US$7.7 billion. This shift featured increased operational performance in the near term alongside a more cautious full-year revenue forecast, highlighting a contrast between recent gains and management's updated expectations. We'll explore how the...

If you are following WeRide (NasdaqGM:WRD), the last week has been packed with news that could shape investor sentiment for months to come. The company just rolled out the world’s first 24-hour, fully driverless Robotaxi service in Guangzhou’s Huangpu District, setting a fresh benchmark for urban mobility without a human behind the wheel. At the same time, WeRide announced a milestone European entry, bringing its autonomous Robobus service to Leuven, Belgium, in collaboration with established...

If you have been watching SEALSQ (NasdaqCM:LAES) recently, the company’s headline-grabbing expansion of its Semiconductor Personalization Center strategy has probably caught your eye. SEALSQ is moving beyond its Geneva and French facilities, adding locations in Spain, the USA, and the UAE, and connecting them with its Quantum Corridor infrastructure. These announcements have come alongside the company’s rapid push into quantum-resistant Trusted Platform Modules and secure microcontrollers,...

Earlier this month, Fox Corporation completed a secondary offering of nearly 17 million Class B common shares, raising about US$913.3 million as part of a settlement related to the Murdoch Family Trust, with no new shares issued by Fox and no proceeds going to the company itself. This large offering resolved a significant family trust dispute and followed Fox announcing a new stockholders agreement, providing greater clarity on long-term shareholder structure and corporate governance. We'll...

D-Wave Quantum (QBTS) recently appointed Stan Black as its Chief Information Security Officer, highlighting its commitment to cybersecurity and innovation in AI. Over the past quarter, the company's stock price increased by approximately 17%, reflecting the broader strength in the tech-heavy Nasdaq, which closed at a record high with a weekly gain. Despite its ongoing financial challenges, including increased net losses reported in recent earnings, the strategic appointments and product...