U.S. Capital Markets Stock News

Global bond yields are rising as investors factor in the possibility of higher interest rates for longer. That shift keeps attention on sectors where government and long-cycle contracts can provide some visibility on revenue. For investors, the Aerospace And Defense screener helps focus on companies tied to that theme. This article highlights three stocks from the screener that may merit a closer look at this time. The three stocks below are only a starting sample. The full screen surfaced...

NewMarket (NEU) is back on investor radars after recent share price moves and a fresh look at its valuation profile. The stock closed at US$914.69, with an estimated intrinsic discount of 32.5%. Over the past few months NewMarket’s share price has gained momentum, with a 30 day share price return of 7.6% and a 90 day share price return of 14.7%. The 5 year total shareholder return of 193.4% highlights how strongly long term holders have been rewarded. Spot similar momentum stories by scanning...

Why a new class action lawsuit matters for GoDaddy investors GoDaddy (GDDY) is in focus after Kaplan Fox & Kilsheimer LLP filed a securities class action tied to the company’s 2025 promotions and subsequent bookings disclosures. For shareholders, the case raises questions about disclosure practices. Against this backdrop, GoDaddy’s 1 month share price return of 18.08% points to short term momentum building from the recent low base, even though the year to date share price return has declined...

Tempus AI (TEM) shares are drawing attention after the company received 510(k) clearance from the U.S. Food and Drug Administration for Tempus ECG-PH, its AI software for detecting pulmonary hypertension from standard ECGs. The FDA news lands after a volatile stretch for Tempus AI, with the share price down 9.41% over the past day and 11.90% over the past week, yet still posting a 45.98% 30 day share price return and a 21.29% 90 day share price return. The 1 year total shareholder return is...

Earlier this week, Freedom Broker analysts issued a Sell recommendation on LGI Homes after new U.S. tariffs of up to 50% on more than 500 Canadian lumber and building material categories raised concerns about higher construction costs and margin pressure. The analysts warned that, with mortgage rates already constraining demand, LGI Homes may struggle to fully pass these cost increases to buyers, potentially forcing trade-offs between profitability and the pace of new community...

Blue Owl Capital (OWL) is back in focus after funds it manages led a US$2.4b compute equipment financing for IREN Limited, aimed at deploying NVIDIA Blackwell Ultra GPUs for AI Cloud expansion. Against this backdrop, Blue Owl Capital’s recent AI infrastructure financing arrives during a rebound in the stock. The 30 day share price return is 16.7% and the 90 day gain is 14.8%, even though the year to date share price return is down 21.49% and the 1 year total shareholder return is down 29.93%...

C.H. Robinson Worldwide recently reported past second-quarter 2026 results that beat earnings and revenue expectations, driven by stronger pricing and volume across key segments and improved operating profitability. An interesting takeaway is management’s continued confidence in achieving its 2026 adjusted operating income goals despite earlier downward estimate trends, underscoring operational discipline. Now we’ll explore how this earnings outperformance and management’s confidence could...

In August 2026, Guardant Health said it would appeal a US District Court of Delaware final judgment in a patent dispute with TwinStrand Biosciences and the University of Washington, with execution of the judgment and collection of potential royalties paused during the appeal. The court’s royalty order applies mainly to older Guardant tests, while Guardant reports that upgraded versions of key products such as Shield and Reveal, along with validated design changes to Guardant360, fall outside...

Takeda recently announced that the U.S. FDA approved MIMRYLO (rusfertide), a first-in-class hepcidin mimetic peptide, for treating erythrocytosis in adults with polycythemia vera, triggering US$275,000,000 in milestone payments to Protagonist Therapeutics. This approval not only validates Protagonist’s peptide platform but also establishes the first approved hepcidin mimetic therapy in polycythemia vera, potentially reshaping treatment approaches for hematocrit control and phlebotomy...

In its recently reported second-quarter 2026 results, Masco posted higher adjusted earnings that exceeded forecasts while net sales fell short and declined, and it lifted its 2026 adjusted earnings outlook driven largely by expected tariff refunds. Masco also returned US$454 million to shareholders through dividends and share repurchases during the quarter, underscoring its ongoing focus on capital returns even as sales softened. We’ll now explore how Masco’s higher adjusted earnings...

Cleveland-Cliffs (CLF) drew fresh attention after the U.S. Department of Energy set a framework to finalize a shared US$1b optimization project at its Middletown Works steel facility. The DOE backed project has arrived during a mixed period for Cleveland-Cliffs, with the share price falling about 14% year to date and over the past 90 days, yet still delivering an 8.1% total shareholder return over the past year. Investors appear to be weighing these longer term gains against more recent share...

DXP Enterprises (DXPE) is back on investors' radar after recent share price moves, with the stock last closing at $185.92. That price now reflects a market value of about $2.9 billion. While DXP Enterprises has pulled back in the last day and week, with the share price down 3.57% and 2.29% respectively, the stock still shows strong momentum with a 30 day share price return of 18.41% and a year to date share price return of 72.60%, alongside a three year total shareholder return above...

Recent performance snapshot for ITT stock ITT (ITT) has drawn fresh attention after recent price moves, with the stock closing at $202.99 on the latest trading day. Investors are weighing this against its past month and past 3 months total returns. That latest pullback of 2.39% in ITT’s share price over the day comes after a 7.09% 90 day share price return and a year to date share price return of 16.52%. The 1 year total shareholder return of 20.19% and 3 year total shareholder return of...

UL Solutions Inc. has recently expanded its Northern Italy site into a European Retail Center of Excellence and launched its Retail Total Access software platform, enhancing testing, regulatory, advisory and supply chain risk management services for retailers, brands and manufacturers across multiple product categories. Together, these retail-focused service and software expansions deepen UL Solutions’ role in helping customers manage product quality, compliance and supplier performance...

GitLab (GTLB) is back in focus after the company rolled out a wave of agentic AI and security product updates, including its Dedicated AI Gateway, Flow Creator Agent, and new Secrets Manager capabilities. Over the past year, GitLab’s share price performance has been mixed, with a 30 day share price return of 30.02% and a 90 day share price return of 32.79%, while the 1 year total shareholder return declined 6.56% and the 3 year total shareholder return declined 8.75%. This suggests that...

Domino's Pizza (DPZ) moved back into focus after shares rose 5.2% following a downgrade to Neutral, even as the stock trades near the US$350 level highlighted in that research. The 5.4% one-day share price gain comes after a mixed stretch for Domino's Pizza. The 90-day share price return of 11.6% contrasts with a year-to-date share price decline of 17.7% and a 1-year total shareholder return that has fallen 22.2%. Compare Domino's Pizza's recent swings with a hand picked group of resilient...

In June 2026, Iovance Biotherapeutics announced that the FDA allowed it to proceed with a Phase I/II basket trial of IOV-5001, a next-generation IL-12 tethered TIL therapy that uses a one-time regimen without IL-2 in multiple advanced solid tumors. This advancement highlights Iovance’s efforts to broaden its TIL platform beyond Amtagvi into high‑mortality solid cancers, potentially reshaping how its pipeline is viewed against other emerging TIL competitors. We’ll now examine how the FDA’s...

Antero Resources recently filed a motion with the Federal Energy Regulatory Commission to intervene in Columbia Gas Transmission’s Line KA4 Slip Repair Project proceeding in West Virginia, seeking a voice in how temporary construction workspaces near wetlands and streams are approved given its long-term transport contracts on the system. The company also reported second-quarter 2026 adjusted earnings and revenues that exceeded expectations, raised its full-year production guidance, and...

In late August 2026, SentinelOne reported second-quarter fiscal 2027 results showing revenue of US$291.98 million and a net loss of US$93.40 million, while also issuing guidance for third-quarter revenue of US$309 million–US$311 million and full-year revenue of US$1.20 billion–US$1.21 billion. Management highlighted rapid growth in its AI-native security offerings and raised full-year revenue expectations, underscoring how platform adoption and AI-focused products are becoming central to...

AeroVironment recently announced multiple developments, including a jointly funded NASA/JPL SkyFall Mars helicopter contract, a US$51.0 million U.S. Army order for Switchblade 600 loitering munitions, and the creation of AV Eagle, a Greece-based joint venture to expand its European unmanned systems footprint. Together, these moves extend AeroVironment’s unmanned expertise from battlefield loitering munitions to Mars exploration while laying groundwork for localized European production and...

In August 2026, Alvotech announced a licensing and commercialization agreement with Lotus Pharmaceutical for biosimilar candidates AVT34 and AVT87 in the United States and eight Asian markets, alongside full-year 2026 revenue guidance of US$650–US$700 million and a half-year net loss of US$65.79 million. The Lotus deal, with potential value of up to about US$150 million in upfront and milestone payments plus ongoing supply revenues, underlines how Alvotech is using partnerships to broaden...

Dover (DOV) is back in focus after its Dover Precision Components unit launched advanced product and material testing services through the Innovation Lab, giving investors fresh detail on the company’s role in supporting customer product development. Over the past few months, Dover’s share price has eased, with the stock down 4.3% on a 90 day share price return and slightly negative over the past week. However, the 1 year total shareholder return of 11.9% points to momentum that has been...

With Fed Chair Kevin Warsh hinting that interest rates could rise if inflation stays hot, interest rate risk is back on center stage for banks and insurers. That shift in expectations can quickly change how investors view certain balance sheets and earnings streams, for better or worse. This article walks through three US Interest-Rate-Sensitive Banks and Insurers screener stocks that appear positively exposed to the latest Fed signals and explains what that might mean for your portfolio. The...

In the past quarter, ProPetro Holding reported a wider-than-expected second-quarter 2026 loss as higher fleet activation costs, severe weather, out-of-basin project downtime, and rising operating expenses weighed on results, even as revenue exceeded forecasts on solid Power Generation, Hydraulic Fracturing, and Cementing performance despite weaker Wireline activity. Adjusted EBITDA increased sequentially and the company ended the quarter with a robust US$784.00 million cash position,...