U.S. Capital Markets Stock News

In recent days, NVIDIA announced memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms that could mobilize over US$500.00 billion of third‑party capital for AI infrastructure using NVIDIA-approved systems across labs, enterprises, and AI clouds, pending final agreements. This move effectively treats high-end AI compute as a financeable infrastructure asset class, positioning NVIDIA at the center...

Why United States Antimony is back on investor radars United States Antimony (UAMY) is drawing fresh attention after scheduling its Q2 2026 earnings release for after the market close on August 11, along with a Bloomberg Television appearance by Chairman and CEO Gary C. Evans. These updates arrive as the stock has recently recorded gains linked to higher antimony demand and improving sentiment toward rare earth related materials. This has put the company in focus for investors watching...

Silicon Laboratories (SLAB) recently introduced its BG2B Series 2 Bluetooth Low Energy SoC, a new ultra low power wireless chip aimed at battery powered Internet of Things devices across industrial and consumer uses. See our latest analysis for Silicon Laboratories. Against this product backdrop, Silicon Laboratories’ share price has climbed strongly over the year, with a year to date share price return of 65.57% and a 1 year total shareholder return of 75.00%, suggesting that momentum has...

DuPont de Nemours has delivered a strong 64.4% share price gain over the past year, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock trades below estimated worth, while market multiples point to a richer price tag. Over the last 12 months the stock is up 64.4%, which puts recent performance firmly in focus for anyone assessing what is already reflected in the price. Recent earnings strength and higher expectations for future...

In the second quarter of 2026, Vulcan Materials Company reported higher sales of US$2,155.8 million and net income of US$323.4 million, while also completing a long-running US$2,025.24 million share repurchase program that retired 14,379,186 shares since its launch in 2006. The combination of steady year-over-year gains in earnings per share and a substantial reduction in share count underlines Vulcan’s focus on profitability per share and capital return discipline. We’ll now examine how...

Fidelity National Information Services (FIS) has completed the global rollout of its Digital One Commercial platform with a launch in APAC, giving investors fresh context for assessing the stock after recent earnings, guidance, and dividend news. See our latest analysis for Fidelity National Information Services. Despite the completion of the Digital One Commercial rollout and recent earnings, guidance and dividend announcements, Fidelity National Information Services shares have fallen...

Why FIGS Stock Is Back on Investor Radar FIGS (FIGS) has drawn renewed attention after its second quarter 2026 earnings, higher full year revenue guidance, and an expanded share repurchase plan reset expectations around the stock. The company reported second quarter sales of US$196.62 million and net income of US$28.38 million, along with updated guidance that targets approximately 20% net revenue growth for 2026 versus 2025. FIGS also detailed recent buyback activity, including completed...

Zebra Technologies Corporation recently reported past second-quarter 2026 results, with revenue rising to US$1,557 million and net income to US$233 million, while also providing full-year guidance that implies mid-teens sales growth including the effects of acquisitions, dispositions and currency. The sharp improvement in earnings per share, alongside guidance that breaks out how much growth stems from deals and foreign exchange, offers investors a clearer view of Zebra’s underlying...

Star Bulk Carriers (SBLK) reported second quarter 2026 earnings on August 5, alongside a new quarterly cash dividend. The announcement provides fresh data on profitability and shareholder payouts to help you assess the stock. See our latest analysis for Star Bulk Carriers. Despite the recent earnings beat and higher dividend, Star Bulk Carriers’ share price has eased 1.66% over the last day and 1.08% over the past week. However, its year to date share price return of 46.72% and 1 year total...

Celsius Holdings stock has seen a steep reset over the past few years, yet the valuation checks still lean toward the shares looking expensive rather than obviously cheap. After a sharp decline in the share price, investors are weighing up whether the current level properly reflects the business risks and opportunities now on the table. Celsius Holdings has fallen about 55% over the past 3 years, which puts recent trading firmly in a recovery phase rather than a momentum phase for existing...

In the past quarter, Skyward Specialty Insurance Group, Inc. reported Q2 2026 revenue of US$489.53 million and net income of US$49.04 million, with diluted EPS from continuing operations rising to US$1.07, alongside a completed repurchase of 223,000 shares for US$9.7 million under its existing buyback program. These results highlight broad-based premium expansion and profitable underwriting across areas such as Accident & Health, Credit & Surety, and Global Agriculture, supported by tighter...

TransDigm Group Incorporated recently reported its third-quarter and nine‑month results for the period ended June 27, 2026, with sales rising to US$2,741 million and net income to US$539 million for the quarter, and nine‑month sales reaching US$7,569 million with net income of US$1,519 million. Alongside these results, the company raised its full‑year 2026 outlook for net sales, net income and earnings per share, signaling management’s increased confidence relative to its earlier...

Recent share performance context Wyndham Hotels & Resorts (WH) has drawn fresh attention after a period of weaker share performance, with the stock down 3.3% over the past day and 9.2% over the past month. For investors tracking longer trends, the stock has declined 12.8% over the past 3 months and 13.2% over the past year, against a backdrop of annual revenue of US$1.42b and net income of US$207 million. See our latest analysis for Wyndham Hotels & Resorts. At a share price of US$71.35,...

In recent days, Ondas Holdings completed its acquisition of Cyberhawk, expanded its defense footprint with a multi‑million‑dollar Israeli Ministry of Defense tender for next‑generation tactical attack drones, and saw Sentrycs’ counter‑drone system deployed for NFL game security at EverBank Stadium, alongside filing a US$226.76 million shelf registration for ESOP‑related common stock. Together, these moves highlight Ondas’ push to build an integrated unmanned systems and...

ICF International stock has rebounded in the short term, yet after a three year share price decline of about 29% the Discounted Cash Flow (DCF) intrinsic value estimate still points to roughly 10.5% upside from where the market is currently pricing it. ICF International shares are down about 29% over three years, which keeps the longer term track record weak even after recent gains. Winning new contracts in energy efficiency and government technology can support future cash flow...

Barrick Mining has delivered a strong 162.7% return over the past 3 years, yet current checks send mixed valuation signals as the Discounted Cash Flow (DCF) estimate points to a premium while market multiples suggest the stock may still be priced attractively. A 162.7% gain over 3 years has rewarded long term holders, which raises the bar for any new upside case to be supported by fundamentals rather than momentum alone. The recent joint venture moves in Nevada and new exploration earn in...

In early August 2026, Synopsys highlighted new AI-driven chip design tools, including certified support for Intel’s 14A process and autonomous design workflows developed with Microsoft and evaluated by AMD, alongside reporting strong fiscal 2026 revenue growth and a higher full-year outlook. This combination of advanced AI design automation, deeper foundry alignment, and accelerating demand from chipmakers underscores Synopsys’ expanding role at the center of next-generation semiconductor...

D.R. Horton recently reported quarterly results that exceeded analyst expectations on both earnings and revenue, despite affordability pressures and a 20% cancellation rate, marking a stronger-than-anticipated performance in a still-challenging US housing market. The combination of flat year-over-year orders and higher cancellations alongside an earnings beat highlights how D.R. Horton's scale and operational efficiency can offset softer buyer demand and rising incentives. Next, we'll...

In early August 2026, MDU Resources Group, Inc. reported second-quarter 2026 results showing higher sales of US$375.3 million and net income of US$21.24 million, while reaffirming full-year 2026 earnings guidance of US$0.93 to US$1.00 per share. At the same time, MDU filed new shelf registrations for employee stock ownership plan offerings, pointing to deeper employee alignment with the company’s long-term utility and pipeline investment plans. We’ll now explore how MDU’s reaffirmed 2026...

Kratos Defense & Security Solutions has delivered a very large 3-year return while its current checks still flag the stock as expensive rather than a clear bargain. Recent contract wins and program updates have kept attention on the growth story, but the valuation profile has not yet shifted into value territory. Over the past 3 years the stock has returned about 2.9x, which puts extra focus on whether the current price already reflects much of the good news. Expectations around hypersonics...

Spotify guidance and recent earnings put fresh focus on SPOT stock Spotify Technology (NYSE:SPOT) has investors’ attention after issuing third quarter 2026 guidance alongside second quarter results, including expected revenue of about €5.0b, forecast operating income of €670m, and a projected gross margin of 32.9%. See our latest analysis for Spotify Technology. Spotify Technology’s latest guidance and second quarter results come after a period where momentum has picked up in the near term,...

With the Federal Reserve holding rates at 3.5% to 3.75% and talking about “higher for longer,” income investors are rethinking where dividends might fit in their portfolios. Elevated borrowing costs can pressure some companies and reinforce others, which creates a real opportunity for investors who pay attention. This article walks through three dividend stocks from the screener that appear positively exposed to this rate driven backdrop. The three dividend stocks discussed next are just a...

Hims & Hers Health (HIMS) is back in focus after its second quarter 2026 earnings, which showed US$753.2 million in sales alongside a shift from profit to a US$86.3 million net loss. See our latest analysis for Hims & Hers Health. Over the past year, Hims & Hers Health has combined a 26.9% 90 day share price return with a 1 year total shareholder return that declined 36.4%, which suggests recent momentum has improved even as longer term holders still sit on sizeable gains from earlier...

Goldman Sachs Group stock has delivered a very large 228.6% return over the past three years, and at the current price some of the valuation checks suggest it no longer looks obviously cheap even though market multiples still screen as supportive. The 228.6% gain over three years sets a high bar for fresh upside and raises the question of how much of Goldman Sachs Group's recent strength is already reflected in the share price. Strong activity in equity trading, M&A and AI related dealmaking...