$GFS

GlobalFoundries announces first-ever $0.12 quarterly dividend and commits to returning up to 50% of trailing free cash flow to shareholders while pursuing AI-centric expansion.

Citrini Research identifies undervalued semiconductor stocks positioned for Edge AI gains, flagging $QCOM, $SWKS, and $WOLF as potential winners.

Northrop Grumman honors 30+ suppliers supporting 100,000 jobs with $27.8B annual economic impact, emphasizing autonomous systems and AI-driven innovation.

Iran conflict disrupts helium supplies and exposes semiconductor vulnerabilities, but AI supercycle remains intact. Supply chain reshaping creates permanent advantages for domestic chip and industrial gas suppliers.

S&P 500 retreats 0.5% as oil surges 6% amid Iran tensions. Small caps outperform; TopBuild soars 17% on QXO's $17B acquisition deal.

Short sellers heavily target 10 stocks exceeding 40% short interest. Avis, Choice Hotels lead with 50%+ positions; Lucid, Marathon Digital, and crypto miners also face intense bearish pressure.

USA Rare Earth appoints former GlobalFoundries CEO Dr. Thomas Caulfield to board following $1.6B government funding and $1.5B private investment securing rare earth supply independence.

S&P 500 and Dow futures declined Thursday amid geopolitical tensions. Bumble surged 22.89% on earnings; Morgan Stanley dropped 1.80% after redemption restrictions; Adobe fell pre-earnings.

GlobalFoundries announced a $300M share repurchase concurrent with Mubadala's $840M secondary offering of 20M shares at $42 each, closing March 13, 2026.

GlobalFoundries launches $300M share buyback while major shareholder Mubadala sells 20M shares in secondary offering, deploying capital from authorized $500M program.

GlobalFoundries schedules May 7, 2026 Investor Day in NYC to present strategy, growth initiatives, and long-term outlook with live webcast access.

GlobalFoundries and Renesas form multi-billion dollar alliance to boost semiconductor production capacity across US, Europe, and Asia starting mid-2026, targeting automotive and industrial markets.