U.S. Biotech Stock News

NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Salmonella Lawsuits Put Rotisserie Chicken And Margins Under Scrutiny

Costco Wholesale faces two proposed class-action lawsuits alleging salmonella contamination at its Nebraska chicken processing facility. The complaints claim Costco failed to adequately control contamination risks and did not disclose them to customers buying rotisserie chickens. The cases focus on a high profile product that plays an important role in store traffic, customer loyalty, and brand perception. For investors watching NasdaqGS:COST, the legal scrutiny arrives with the stock...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s Nvidia Alliance And AI Lobbying Shift Long Term Investment Story

Meta Platforms (NasdaqGS:META) announced a multi year partnership with Nvidia to expand its AI infrastructure, including full stack hardware integration across Meta data centers. The company is committing billions to AI hardware and capacity, with plans to use technologies such as Confidential Computing in WhatsApp and other products. Meta also launched a US$65 million political spending initiative aimed at influencing AI related regulation at the US state level. For you as an investor,...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Is It Time To Reconsider Crocs (CROX) After The Recent Share Price Rebound

Wondering if Crocs at around US$99.92 is a bargain or already pricing in the story? This article walks through what the current share price might be implying about the business. The stock has moved sharply in the short term, with returns of 20.8% over 7 days and 20.3% over 30 days. The 1 year return of a 9.9% decline and 3 year return of a 20.2% decline contrast with a 5 year return of 28.5%. Recent headlines around Crocs have focused on the brand, its product pipeline and investor interest...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial’s CareCredit Push Into Dental Workflows Meets Depressed Valuation

Synchrony Financial (NYSE:SYF) is expanding its partnership with Planet DDS to integrate CareCredit into orthodontic and dental practice management platforms. The move includes Synchrony's first integration into an orthodontic focused platform, extending its footprint across a significant portion of the U.S. orthodontic market. The partnership aims to streamline patient financing and payment processing for dental and orthodontic practices using Planet DDS software. For you as an investor,...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

PCIe 6.0 Retimer Win And Revenue Guidance Boost Could Be A Game Changer For Credo (CRDO)

In early February 2026, Credo Technology Group Holding Ltd. reported that its Toucan PCIe retimer achieved PCI-SIG compliance at 32.0 GT/s, confirming interoperability for PCIe 6.0 and earlier-generation systems used in AI and high-performance computing infrastructure. The company also raised its third-quarter fiscal 2026 revenue guidance to between US$404 million and US$408 million and signaled very large year-over-year growth expectations, underscoring how its high-speed connectivity...
NYSE:MNR
NYSE:MNROil and Gas

Mach Natural Resources Balances Integration Issues With Higher Cash Distributions

Mach Natural Resources (NYSE:MNR) is working through integration challenges tied to newly acquired oil assets in the Central Basin Platform. At the same time, the company has announced an increase in its quarterly cash distribution to unitholders. The combination of operational complexity and higher cash returns has drawn fresh attention from investors and analysts. Mach Natural Resources comes into this news with a recent unit price of $13.31 and a mixed return profile. The units are up...
NYSE:BE
NYSE:BEElectrical

Is It Too Late To Consider Bloom Energy (BE) After A 458.5% One Year Rally?

If you are wondering whether Bloom Energy's recent share price makes sense, the key question is how that price stacks up against the underlying value of the business. The stock closed at US$145.32, with a 7 day return of a 2.3% decline and a 30 day return of a 2.8% decline, while the year to date return is 47.2% and the 1 year return is 458.5%. Recent headlines around Bloom Energy have focused on its role in cleaner power solutions and ongoing interest from investors who follow the energy...
NYSE:IONQ
NYSE:IONQTech

IonQ Fraud Probe And Insider Sales Test Quantum Growth Story

Securities fraud investigation into IonQ (NYSE:IONQ) continues after a short seller accused the company of misleading revenue practices. Scrutiny has intensified following insider selling by executives during the period surrounding these allegations. Concerns are also building around IonQ’s recent acquisitions, including SkyWater Technology, and how these deals affect valuation and integration risk. IonQ is under a spotlight as regulators and investors react to the fraud investigation and...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Is SailPoint (SAIL) Pricing Look Stretched After Recent Share Price Slide

If you are wondering whether SailPoint is attractively priced or just a value trap, this article is here to walk you through what the current price might be telling you. SailPoint shares last closed at US$15.65, after a 2.6% gain over the past week, although the stock shows declines of 14.3% over 30 days, 17.4% year to date and 36.8% over the past year. Recent coverage around SailPoint has focused on its position in identity security software and how investors are weighing that role against...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Holdings (LDOS) Margin Improvement Reinforces Bullish Earnings Narrative

Leidos Holdings (LDOS) has capped FY 2025 with Q4 revenue of US$4.2b, basic EPS of US$2.62 and net income of US$327m, rounding out a year where trailing 12 month revenue reached US$17.2b and basic EPS came in at US$11.31. Over the past year, the company has seen revenue move from US$16.7b to US$17.2b and basic EPS step up from US$9.36 to US$11.31 on a trailing 12 month basis, with earnings growth of 15.5% and net margin improving to 8.4% from 7.5%. For investors, this combination of higher...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Assessing Natera (NTRA) Valuation After Launch Of EDEN Preeclampsia Risk Study

Natera (NTRA) recently announced EDEN, a large prospective study evaluating its non invasive prenatal screening test for early preeclampsia risk, prompting fresh investor attention on how this research effort might influence the stock. See our latest analysis for Natera. The EDEN study and upcoming earnings update arrive after a mixed spell for the shares, with a 1 day share price return of 2.43% at US$211.25 contrasting with a 30 day share price return decline of 8.65%. This sits alongside a...
NYSE:WSM
NYSE:WSMSpecialty Retail

Assessing Williams-Sonoma (WSM) Valuation After Recent Share Price Pullback And Mixed Fair Value Signals

Williams-Sonoma stock snapshot after recent performance Williams-Sonoma (WSM) shares recently closed at US$211.82, leaving investors weighing short term pullbacks against longer term returns. The stock shows mixed moves over the past week, month, and past 3 months. See our latest analysis for Williams-Sonoma. While the latest pullback leaves Williams-Sonoma with a 1-day share price return of a 1.28% decline and a 7-day share price return of a 2.29% decline, the 90-day share price return of...
NasdaqGS:SYRE
NasdaqGS:SYREBiotechs

Why Spyre Therapeutics (SYRE) Is Up 7.1% After Faster IBD Trial Timelines And New Commercial Chief

In recent updates, Spyre Therapeutics outlined its 2026 plans, highlighting accelerated timelines for six proof-of-concept readouts, including the SKYLINE ulcerative colitis trial completing enrollment earlier than initially expected, and confirmed that the SKYWAY basket trial remains on schedule for later-stage data. The company also recently appointed Kate Tansey Chevlen as Chief Commercial Officer, signaling a growing emphasis on commercial readiness alongside its advancing inflammatory...
NYSE:JPM
NYSE:JPMBanks

What JPMorgan Chase (JPM)'s Branch Expansion and Renovation Drive Means For Shareholders

Earlier in February 2026, JPMorgan Chase announced a multibillion-dollar plan to open more than 160 new US branches and renovate about 600 locations across over 30 states, extending its reach into low-to-moderate income and rural communities as part of a wider three-year program to add more than 500 branches and 3,500 employees by 2027. This renewed commitment to physical banking underscores management’s conviction that branches remain a powerful engine for deposit growth, card sign-ups, and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Insider Buying Highlights Valuation Debate And Margin Pressures

Super Micro Computer (NasdaqGS:SMCI) executives, including the CEO, have been purchasing company shares following recent market concerns about profitability. The insider buying comes as investors focus on gross margin pressures and the company’s bargaining position with large cloud customers. These transactions signal management’s confidence in the business while it works through questions about margins and long term profitability. Super Micro Computer, a server and IT infrastructure...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

A Look At Palomar Holdings (PLMR) Valuation After Strong 2025 Earnings Growth

Palomar Holdings (PLMR) just released fourth quarter and full year 2025 results, reporting higher revenue and net income compared with 2024. The company attributed this performance to specialty insurance expansion, disciplined underwriting, and the integration of acquired businesses into its portfolio. See our latest analysis for Palomar Holdings. Despite the strong 2025 earnings update, Palomar Holdings' recent share price has cooled slightly. The 1 month share price return is 1.19% and the...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba’s Qwen3.5 AI Puts Open Source And Monetization In Focus

Alibaba Group Holding (NYSE:BABA) has launched its advanced Qwen3.5 AI model, highlighting new multimodal and agentic features. The model is described as cheaper and faster than previous versions, with capabilities that Alibaba says compare with major U.S. AI systems. Alibaba is open sourcing part of its Qwen AI suite and pushing new monetization options for cloud and enterprise customers. For you as an investor, this move sits at the intersection of Alibaba's core e commerce, cloud, and...
NYSE:LW
NYSE:LWFood

Lamb Weston Leadership Reset Puts Valuation Gap And Debt In Focus

Lamb Weston Holdings (NYSE:LW) has appointed Jan Eli B. Craps as Executive Chair. The company has named James D. Gray as its new Chief Financial Officer. These appointments mark a significant leadership shift that may influence future priorities at Lamb Weston. Lamb Weston Holdings, trading at around $48.18 per share, is undergoing a meaningful reset at the top just as investors are weighing mixed recent performance. The stock is up 11.2% over the past 30 days and 13.9% year to date, but it...
NYSE:KKR
NYSE:KKRCapital Markets

Record AUM, Insider Buying And Platform Expansion Could Be A Game Changer For KKR (KKR)

In recent weeks, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5,739.31 million and net income of US$1,145.91 million, affirmed a quarterly dividend of US$0.185 per share, and saw a director purchase 50,000 shares amid continued expansion in data centers, logistics real estate and sports investing. Together, the insider buying, record assets under management exceeding US$740 billion, and pursuit of assets like Ausgrid’s Plus ES highlight KKR’s emphasis on scaling fee-generating...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Extends Prediction Markets Beyond Sports With Cryptocom Partnership

DraftKings (NasdaqGS:DKNG) is expanding its federally regulated prediction markets through a new partnership with Crypto.com and integration of Railbird Exchange. The move adds event contracts tied to new categories, including additional sports, culture, entertainment, and politics. Railbird Exchange integration is expected to support player specific event contracts within DraftKings' prediction offerings. For you as an investor, this move takes DraftKings beyond its core of online sports...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire’s New Era With Greg Abel And A Reworked Tech Portfolio

Warren Buffett is stepping down as CEO of Berkshire Hathaway (NYSE:BRK.A), with Greg Abel taking over leadership of the conglomerate. The leadership change comes alongside a reshaped equity portfolio, including a large new investment in Alphabet and a fresh stake in The New York Times. Berkshire has also cut its positions in long held tech names Apple and Amazon, signaling a different balance in its public equity holdings. Berkshire Hathaway sits at the center of U.S. corporate life, with...
NYSE:LZB
NYSE:LZBConsumer Durables

Assessing La Z Boy (LZB) Valuation After A Recent Pullback In Share Performance

Context for La-Z-Boy’s Recent Share Performance La-Z-Boy (LZB) has attracted fresh attention as investors weigh its recent share performance, with a 1 day decline of about 1% and a roughly 3% pullback over the past month. See our latest analysis for La-Z-Boy. Looking beyond the recent pullback, La-Z-Boy’s share price return over the past 90 days is 6.63%, while its 1 year total shareholder return is a loss of 14.31% and its 3 year total shareholder return is 47.56%. This suggests that shorter...
NYSE:BEN
NYSE:BENCapital Markets

Assessing Franklin Resources (NYSE:BEN) Valuation After Q4 Beat And Binance Tokenized Collateral Launch

Franklin Resources (BEN) is back in focus after a fourth quarter that topped Wall Street expectations, supported by broad-based net inflows and record assets under management, as well as a new tokenized collateral program with Binance. See our latest analysis for Franklin Resources. The recent Q4 beat, record assets under management and the Binance tokenized collateral launch have come alongside a 90 day share price return of 28.22% and a 1 year total shareholder return of 39.10%. Together,...
NYSE:V
NYSE:VDiversified Financial

Is Visa’s SME Workflow Push With Embedded Payments Quietly Reframing The Investment Case For Visa (V)?

In early February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, while Visa also launched its Visa & Main program in the US with a US$100 million working capital facility for small businesses via Lendistry. Together, these moves position Visa more deeply inside everyday SME workflows on both sides of the Atlantic, turning regulatory compliance and digital...