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Is is time to cash in the chips and sell semiconductor stocks?

In early August 2026, Fiserv reported second-quarter revenue of US$5,292 million and net income of US$627 million, both lower than the prior year, and cut its full-year 2026 guidance under newly installed leadership. At the same time, the company advanced a portfolio reshaping and partnership push, including a MoneyPass joint venture, a global collaboration with Mastercard, new client wins, and ongoing share repurchases, all under pressure from an activist investor calling for a broader...

Fastly (NYSE:FSLY) reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year 2026 revenue and operating-profit outlook. Revenue for the second quarter rose 23% year over year

Fluor (NYSE:FLR) reported second-quarter revenue of $4.3 billion, up 9% from a year earlier, as strong project execution helped lift adjusted EBITDA to $149 million from $96 million in the prior-year period. Adjusted earnings per share rose to $0.91 from $0.43. The engineering and construction comp

FIGS (NYSE:FIGS) reported second-quarter fiscal 2026 revenue growth of 29% as demand increased across scrub wear, non-scrub apparel, international markets, institutional sales and retail community hubs. The healthcare apparel company also raised its full-year revenue and profitability outlook, despi

The White House Quantum Summit brought industry experts together to solve a tough problem before an aggressive 2028 deadline.

Musk recently addressed Wall Street analysts on SpaceX's second-quarter earnings call.

In late July and early August 2026, Bank of America disclosed potential monetary penalties tied to anti-money laundering deficiencies while also issuing a series of senior unsecured callable notes across maturities from 2027 to 2046, and enhancing its digital Travel Center platform for cardholders. At the same time, the bank highlighted that GLP-1 weight-loss drugs now account for roughly 13% of its more than US$2.00 billion annual employee healthcare spend, underscoring a growing focus on...

Unity Software (U) is back in focus after its latest quarterly earnings topped analyst expectations, with stronger revenue, better profitability metrics and fresh momentum in its AI powered Vector advertising platform. See our latest analysis for Unity Software. The earnings surprise and Vector momentum have driven a sharp reset in sentiment around Unity Software, with a 35.6% 7 day share price return and 52.7% 90 day share price return. However, the year to date share price return is still...

Chevron's West Texas data center deal with Microsoft may jumpstart a new Big Ol and AI trend.

Figma (NYSE:FIG) reported second-quarter 2026 revenue of $370 million, up 48% from a year earlier, as the company recorded its third consecutive quarter of accelerating growth and its first full quarter of AI credit monetization. Co-founder and CEO Dylan Field said companies are “doubling down on F

S&P Global recently expanded its S&P Capital IQ Pro platform by integrating With Intelligence’s private markets data and editorial insights, following its 2025 acquisition, while also reporting higher second-quarter 2026 revenue, earnings and updated full‑year 2026 guidance including expected GAAP revenue growth, diluted EPS and operating margin expansion. This combination of deeper private markets coverage and AI‑enabled workflows means users can manage the full private investment lifecycle...

Goldman Sachs event and why it matters for stock watchers Goldman Sachs Group (GS) has launched a fresh series of callable senior notes across maturities from 2027 to 2041, adding another funding action to a busy recent calendar of fixed income offerings. See our latest analysis for Goldman Sachs Group. Goldman Sachs Group shares have moved steadily higher, with a 7 day share price return of 2.08% and a 90 day share price return of 11.01%. The 1 year total shareholder return of 47.04% and 3...

Palo Alto Networks (NasdaqGS:PANW) is under a cybersecurity review by China's Cyberspace Administration, the first national security investigation under the country's revised Foreign Trade Law. The review focuses on Palo Alto Networks products used in China and introduces fresh regulatory and compliance uncertainty for the US cybersecurity company. This is the first time Chinese authorities have opened an official national security probe into Palo Alto Networks, raising questions about the...

EOG Resources (NYSE:EOG) reported record second-quarter financial results for 2026, supported by higher oil prices, lower operating costs and production volumes above the midpoint of its guidance range. The company also highlighted early production results from its United Arab Emirates exploration p

e.l.f. Beauty (NYSE:ELF) reported first-quarter fiscal 2027 net sales growth of 36%, marking its 30th consecutive quarter of sales growth, as strong performance from Rhode and international markets helped offset a decline in organic unit volumes. Chairman and Chief Executive Officer Tarang Amin sai

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter.

In early August 2026, Coeur Mining reported record quarterly gold output of 163,490 ounces and quarterly revenue of about US$1.09 billion, alongside revised 2026 production guidance across gold, silver and copper. The company paired these mixed operating and earnings results with its first dividend in three decades and a US$750 million share repurchase program, signaling a new approach to capital returns. With record gold production but lowered full-year guidance now on the table, we’ll...

Tower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. For the first half of 2026, the company also lifted profitability alongside higher sales and then issued record third-quarter revenue guidance of about US$520 million, highlighting stronger operating momentum than previously reflected in...

Pan American Silver (TSX:PAAS) is back in focus after its shares climbed 7.16% on 5 August 2026, as investors reacted to safe haven demand for precious metals and the company’s upcoming earnings report. See our latest analysis for Pan American Silver. The recent move takes Pan American Silver shares to CA$71.45, with short term share price momentum strong given an 18.4% 30 day share price return. The 1 year total shareholder return of 64.7% points to sustained interest as earnings and...

In early August 2026, Microchip Technology reported first-quarter fiscal 2027 results showing sales rising to US$1,484.7 million and net income improving to US$229.8 million, alongside guidance for higher second-quarter revenue and earnings and a reaffirmed quarterly dividend of US$0.455 per share. The company also highlighted accelerating traction in data center and AI-related connectivity, including a new PCIe Gen 6 storage architecture demonstration that underscores its push into...

Upcoming Q2 earnings release puts focus on United States Antimony stock United States Antimony (UAMY) is drawing attention ahead of its scheduled release of second quarter 2026 financial and operating results on August 11, followed by a management conference call and webcast. See our latest analysis for United States Antimony. The recent 10.31% 1 day share price return and 35.11% 7 day share price return suggest momentum has picked up again for United States Antimony, even though the 90 day...

The fair value estimate for Arcus Biosciences has shifted from US$35.75 to US$38.00, signaling a modest reset in where analysts think the stock could reasonably trade. That move tracks with recent updates that balance enthusiasm around the kidney cancer franchise, especially casdatifan, against questions about how quickly those programs can translate into durable commercial performance. As you read on, you will see how this evolving narrative might shape your view of Arcus Biosciences over...

Devon Energy (NYSE:DVN) said second-quarter execution exceeded its guidance targets as the company advanced integration work following its May 7 merger with Coterra, identified more than 350 synergy initiatives and completed its 2026 debt-reduction target. Second-quarter results included legacy Dev

Dynatrace (NYSE:DT) said its first-quarter fiscal 2027 results exceeded the high end of its guidance, supported by record new-logo growth, expanding platform consumption and continued demand for observability tools as enterprises deploy more artificial intelligence workloads. Total annual recurring

(Bloomberg) -- UK Treasury officials are concerned that the prime minister’s talk of using “flexibility” within the fiscal rules to ramp up investment could backfire by destabilizing financial markets, according to people familiar with the thinking.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordWalmart Tests Fulfillment Cart Changes After Child Hit in StoreTrump Administration Considers Order

When your local grocery store closes, it doesn't matter to impacted residents that the chain is adding locations in other markets. My family owns a vacation home in Jaffrey, New Hampshire, and the closest grocery store was about five miles away in a neighboring town. When that store closed, our ...

Rocket Lab stock has delivered a very large 3 year return, yet its current checks point to a company that no longer looks obviously cheap, with a Discounted Cash Flow (DCF) estimate sitting close to the market price while traditional multiples screen as expensive. After a sharp recent move and a low overall value score, investors are weighing whether the current level already reflects the good news in the story. Rocket Lab has returned about 12x over the past 3 years, which puts extra focus...

Why Tilray Brands stock is back on investors’ radar Tilray Brands (TLRY) has drawn fresh attention after launching its Mollo Lite Blackberry Lemon Seltzer 4-Pack, the first light THC multipack under the Mollo label in Canada’s cannabis beverage market. See our latest analysis for Tilray Brands. For investors watching Tilray Brands, the recent Mollo Lite launch comes after a mixed share price story, with a 1-day share price return of 3.04% and a 30-day share price return of 4.69%. This sits...

Circle Internet Group (NYSE:CRCL) launched its Arc blockchain in September, expanding its focus beyond USDC. Arc is being positioned as core infrastructure for institutional blockchain use, with an emphasis on compliance and integration with traditional finance. Founding validators on Arc include BlackRock, DTCC, Mastercard, Visa, ICE, and Standard Chartered. Circle's CEO has described Arc as a potentially larger long term opportunity than USDC, signaling an evolving strategy toward broader...