U.S. Stock News

Recently, Blue Bird moved to acquire Girardin’s 50% stake in the Micro Bird joint venture, aiming for full control of operations and an expanded range of Buy America–compliant school buses, while its Chief Operating Officer Jeffrey Scott Sanfrey sold 5,192 company shares. This combination of consolidating a key JV and refining leadership share exposure highlights Blue Bird’s continued efforts to align its product mix and governance with evolving policy and manufacturing priorities. We’ll now...

Market reaction to Brown & Brown’s latest quarter Brown & Brown (BRO) recently reported quarterly results that fell short of revenue and organic growth expectations, even though it posted the fastest revenue growth among its insurance brokerage peers. The disappointment around those revenue figures appears to have weighed on sentiment, with the stock down 3.8% since the release. This has put extra attention on how the business is positioned within a still supportive insurance brokerage...

Why Sphere Entertainment Has Caught Investor Attention Sphere Entertainment (SPHR) has been drawing more interest lately, with the stock showing a mix of short term pullbacks and stronger returns over the past month and over the past three months. See our latest analysis for Sphere Entertainment. At a share price of $112.82, Sphere Entertainment has seen short term share price softness, with a 1 day return of a 0.85% decline and a 7 day return of a 1.38% decline, set against a 30 day share...

Intuit (NasdaqGS:INTU) announced a new partnership with Anthropic to integrate the Claude Agent SDK into the Intuit platform. The collaboration is designed to let mid market businesses deploy custom AI agents that reflect their own workflows and financial processes. Intuit also plans to embed its financial intelligence into Anthropic's ecosystem as part of the agreement. For you as an investor, this sits at the intersection of AI tools and core financial software. Intuit already focuses on...

Alignment Healthcare (ALHC) is back in focus after an existing stockholder sold about 13.2 million shares in a secondary offering, increasing public float and liquidity without adding new capital to the company. See our latest analysis for Alignment Healthcare. The secondary sale and recent shelf registration have come alongside mixed price action, with the 1 month share price return of 15.22% and year to date share price return of 8.8% contrasting with a 1 year total shareholder return of...

In February 2026, Acadia Healthcare Company reported fourth-quarter 2025 revenue of US$821.46 million but recorded a net loss of US$1.18 billion, largely driven by a US$996.20 million non-cash goodwill impairment, even as full-year 2025 sales reached US$3.31 billion. Despite the large impairment-driven loss, management issued 2026 revenue guidance of US$3.37 billion to US$3.45 billion and flagged a modest 0%–1% same-facility volume range, highlighting how policy changes in New York Medicaid...

Amazon Web Services data centers in the UAE and Bahrain were struck by drones during ongoing regional conflicts. The attacks caused outages and structural damage to key cloud facilities that support customers across the Middle East. The incident highlights physical security risks for cloud infrastructure and raises concerns about service continuity in conflict zones. For Amazon.com (NasdaqGS:AMZN), this comes at a time when the stock is trading at $213.21, with a 9.6% return over the past...

In early March 2026, Micron Technology began shipping customer samples of its 256GB SOCAMM2 LPDDR5X-based module, the industry’s highest-capacity low-power DRAM for AI data centers, while also ramping its new Sanand, India assembly and test facility for global DRAM and NAND products. These moves underline Micron’s push to pair advanced low-power data-center memory with a broader, more diversified manufacturing footprint that can support AI-driven demand worldwide. We’ll now examine how...

Why the new Voya distribution deal matters for F&G Annuities & Life (FG) F&G Annuities & Life (FG) has agreed to make its annuity products available through Voya Financial's Wealth Management platform, giving Voya advisors another set of retirement and income options for their clients. For you as an investor, this new distribution channel raises practical questions about how wider access to F&G products could influence the company’s reach in the retirement market and how you might view FG...

Alphabet (NasdaqGS:GOOGL) is facing a wrongful death lawsuit alleging its Gemini AI chatbot contributed to a user's death by failing to trigger safety interventions. The claim centers on accusations that Gemini reinforced harmful narratives and did not provide adequate safeguards to prevent real world harm. This is described as the first reported wrongful death case tied directly to Google's AI services, placing fresh legal and ethical focus on AI safety systems. Alphabet sits at the center...

What J.B. Hunt’s dual Nasdaq Texas listing means for shareholders J.B. Hunt Transport Services (JBHT) is set to begin trading its common stock on the newly established Nasdaq Texas exchange, a dual listing aimed at broadening investor access and improving trading flexibility. Because this new listing does not replace the existing Nasdaq Global Select Market listing, it effectively adds another venue where the same shares can trade. For you as an investor, the key questions are how this might...

AAON (AAON) is back in focus after reporting record quarterly revenue, strong backlog growth in its BASX data center segment, and issuing fresh 2026 guidance that points to continued double digit top line expansion. See our latest analysis for AAON. Despite the record revenue update and new product progress, AAON’s recent 7 day share price return of 15.66% and 1 day move of a 4.40% decline suggest momentum has cooled, even as the 1 year total shareholder return of 11.21% and 3 year total...

In recent days, Deutsche Bank upgraded Dauch Corporation to Buy and Jefferies initiated coverage with a Buy rating, adding to an increasingly positive analyst consensus on the company. This shift signals that a growing group of research houses is reassessing Dauch’s prospects more favorably, potentially broadening institutional attention and liquidity. We’ll now examine how this wave of Buy ratings and stronger analyst consensus could influence Dauch’s existing investment narrative and...

Recent partnerships around Arm based CPUs for distributed AI infrastructure and autonomous vehicles put Arm Holdings (ARM) in focus for investors watching how AI workloads spread across edge, cloud, and automotive applications. See our latest analysis for Arm Holdings. Despite a string of AI focused partnerships and conference appearances, Arm Holdings’ recent share price performance has cooled. The 30 day share price return is 7.53% and the 90 day share price return is 19.41%, while the 1...

In early March 2026, Kontoor Brands reported past fourth-quarter and full-year 2025 results showing higher sales and earnings per share, alongside new 2026 guidance and completion of a share repurchase program totaling US$110.02 million for 1,583,143 shares. A key highlight was the contribution from newly acquired Helly Hansen, which significantly lifted quarterly revenue and underpinned management’s confidence in a stronger earnings profile for 2026. With this backdrop, we’ll now assess how...

In February 2026, Aurinia Pharmaceuticals reported fourth-quarter 2025 revenue of US$77.11 million and full-year revenue of US$283.06 million, alongside a very large increase in net income and earnings per share versus 2024. On the same day, the company issued 2026 guidance calling for total revenue of US$315 million to US$325 million and net product sales of US$305 million to US$315 million, signaling management’s confidence in its operating momentum and product demand. We’ll now examine...

In late February 2026, Mason Capital Management LLC disclosed a new position in Borr Drilling Limited, acquiring about 2.18 million shares valued at roughly US$8.79 million. This new holding, representing around 1.57% of Mason Capital’s reportable assets, highlights growing institutional interest in Borr Drilling’s balance sheet progress and contract exposure. With Mason Capital’s fresh stake now in place, we’ll examine how increased institutional ownership reshapes Borr Drilling’s...

Why Iovance Biotherapeutics Has Caught Investor Attention Iovance Biotherapeutics (IOVA) has drawn fresh interest after recent trading sessions, as investors weigh its commercial stage cell therapy profile alongside sharp moves in the share price over the past month. The stock shows a 103% return over the past month and 128% over the past 3 months, placing recent momentum against a backdrop that includes revenue of US$263.502 million and a net loss of US$390.978 million. See our latest...

Tremco, a unit of RPM International (NYSE:RPM), has agreed to acquire Kalzip GmbH. The deal brings Kalzip’s aluminum building envelope systems into RPM’s building solutions portfolio. The acquisition is expected to expand RPM’s reach across Europe, India, and North America. RPM International, through its Tremco segment, focuses on building envelope products such as roofing, waterproofing, and related systems. Adding Kalzip’s metal roofing and façade solutions fits within that core line of...

Why the latest 10-K filing matters for PureCycle Technologies (PCT) PureCycle Technologies (PCT) just filed its latest 10-K, and auditor Grant Thornton issued an unqualified opinion while also expressing doubt about the company’s ability to continue as a going concern, putting financial stability in sharper focus for shareholders. See our latest analysis for PureCycle Technologies. PureCycle’s recent earnings update, plans for a European facility and an upcoming maintenance outage are all...

Why Owens Corning (OC) just drew fresh investor attention Owens Corning (OC) has moved back into focus after reporting fourth quarter and full year 2025 results that showed lower sales, larger losses, and new revenue guidance for the upcoming quarter. The company reported fourth quarter 2025 sales of US$2,142 million compared with US$2,574 million a year earlier, alongside a net loss of US$298 million versus a loss of US$258 million in the prior year period. See our latest analysis for Owens...

SK hynix and Sandisk announced a new alliance to standardize and commercialize High Bandwidth Flash, or HBF, memory for AI inference workloads. The effort targets a new memory tier between high performance HBM and high capacity SSDs. It aims to support growing demand from AI data centers. The companies are forming an industry consortium to push a global HBF standard and accelerate adoption across AI infrastructure vendors. For investors tracking NasdaqGS:SNDK, this move sits at the...

Omada Health (OMDA) is back in focus after reporting its first GAAP profitable quarter, alongside revenue growth in 2025 and improved margins, while also rolling out its GLP-1 Flex Care program for employers. See our latest analysis for Omada Health. The recent earnings beat, first GAAP profitable quarter and launch of GLP-1 Flex Care have coincided with a 20.6% 1 month share price return. However, the negative 90 day and year to date share price returns suggest momentum has only recently...

In the past week, AppLovin detailed its shift from a mobile gaming ad network to an AI-driven performance marketing platform, highlighting Axon 2.0, new generative AI ad tools, and an expanding self-service e-commerce offering at events including the Morgan Stanley Technology, Media & Telecom Conference in San Francisco. Management and analysts now see AppLovin’s push into e-commerce, including AI-generated video ads and dynamic product catalogs, as a key driver of its broader advertising...