U.S. Capital Markets Stock News

With Bob's Discount Furniture trading at US$12.24, this article explores whether the stock is now a bargain or remains a potential value trap, and what the current price might imply. The stock has recently been volatile, with a 24.3% move over the past week, a 9.1% move over the past month, and a year-to-date return that is down 28.1%. Recent attention around Bob's Discount Furniture has focused on how the company is positioned in a competitive retail environment and how its discount-focused...

MP Materials (NYSE:MP) has entered a US$500 million partnership with Apple to supply rare earth magnets and support commercial recycling in California. The agreement supports MP Materials' magnet production build out and rare earth recycling capacity in the United States. From 2027, new U.S. defense procurement rules will limit the use of Chinese origin rare earths in defense systems, increasing attention on domestic suppliers. MP Materials focuses on producing rare earth materials and...

BridgeBio Pharma (NasdaqGS:BBIO) has submitted a New Drug Application to the FDA for encaleret in autosomal dominant hypocalcemia type 1. The filing follows positive Phase 3 CALIBRATE trial results that met all primary and key secondary endpoints. The company is preparing an EU regulatory submission, signaling plans to pursue approvals beyond the US. The move extends BridgeBio's rare disease pipeline beyond its existing focus on transthyretin amyloid cardiomyopathy. For investors tracking...

Why Cummins (CMI) is Back on Investors’ Radar Cummins (CMI) has drawn fresh attention as the stock’s recent performance and financial profile give investors more data to assess its long-running role in global power and engine markets. The company currently carries a market value of about US$97.2b and reported annual revenue of US$33.9b with net income of US$2.7b. Cummins reports through five segments: Engine, Components, Distribution, Power Systems and Accelera, all contributing to a...

In early May 2026, Coeur Mining reported first-quarter 2026 results showing sales of US$856.19 million and net income of US$246.76 million, alongside sharply higher silver and gold production following recent acquisitions. At the same time, the company introduced full-year 2026 production guidance across gold, silver, and copper and unveiled new shareholder return plans, including a US$750 million buyback authorization and an inaugural semi-annual dividend. We’ll now look at how Coeur’s...

S&P Global recently launched HorizonsAgents, a suite of AI-powered energy and sustainability tools, and integrated S&P Global Energy insights into its S&P Capital IQ Pro platform to give clients faster, audit-ready decision support across the global energy value chain. This push to embed AI and specialized energy intelligence directly into existing workflows highlights how S&P Global is deepening its role at the intersection of data, analytics, and capital allocation for energy and...

If you are wondering whether Bloom Energy stock still offers value after a big run, this article walks through what the current price might be implying about the company. The stock has seen sharp moves recently, with returns of 1.5% over 7 days, 64.0% over 30 days and 193.6% year to date, while the 1 year return is very large and the 3 year and 5 year returns are each above 10x. These shifts have kept Bloom Energy in focus for investors looking at how market sentiment lines up with the...

In early May 2026, Hungry Howie’s announced it had chosen Toast to roll out a comprehensive POS, payments, and AI-enabled operations stack across roughly 500 pizza locations, shortly after Toast reported first-quarter revenue of US$1.63 billion and net income of US$126 million. This combination of a large enterprise win and expanding AI tools like Toast IQ Grow and Toast IQ Multi-Location Analysis highlights how Toast is pushing deeper into complex, multi-unit restaurant operations while...

Kyivstar Group (NasdaqGS:KYIV) has expanded its collaboration with Starlink, becoming the exclusive provider of fully integrated, multi layer connectivity solutions for Ukrainian businesses and public sector institutions. The arrangement focuses on combining terrestrial and satellite high speed internet to improve coverage, particularly in regions with limited connectivity. The move is positioned as a way to support national infrastructure resilience and broaden Kyivstar Group's role in...

Parsons (PSN) just secured a multiple award task order contract with the United States Air Force at Hill Air Force Base, a US$136 million ceiling over 8.5 years that adds to several recent defense focused wins. See our latest analysis for Parsons. Despite a run of new defense and infrastructure contracts and recent insider share purchases, Parsons’ share price has retreated, with the 30 day share price return down 10.32% and the year to date share price return down 19.08%, while the 3 year...

Cboe Global Markets appointed Julie Bauer as Senior Vice President, Head of Government Relations. The new role focuses on global advocacy and regulatory engagement with policymakers and market supervisors. The appointment introduces an experienced policy executive at a time of complex regulatory scrutiny for market infrastructure firms. Cboe Global Markets, ticker BATS:CBOE, is drawing attention after naming Julie Bauer to lead its government relations efforts. The move comes with the stock...

General Mills (GIS) just made a significant leadership move by promoting long-time executive Dana McNabb to Chief Operating Officer and adding her to the board. This shift could influence how investors think about the stock. See our latest analysis for General Mills. The recent leadership and product announcements come against a weak share price backdrop, with the stock down 30.82% over 90 days and the 1 year total shareholder return declining 33.34%. This suggests that momentum has been...

GDS Holdings (GDS) is back on traders’ radar after a sharp share price move tied to improved analyst sentiment, a stronger earnings outlook and renewed AI driven growth in its China data center business. See our latest analysis for GDS Holdings. The recent 6.9% 1 day share price return and 9.4% 30 day share price return come on top of a 19.2% year to date share price return. At the same time, the 1 year total shareholder return of 67.46% and very large 3 year total shareholder return of about...

Fortinet and NVIDIA have announced FortiAIGate, a GPU accelerated zero trust security platform focused on protecting AI workloads, data, and autonomous agents. The joint solution is aimed at securing AI deployments across data centers, cloud, and edge environments, with features tailored to AI specific risks such as prompt injection attacks. Fortinet, traded as NasdaqGS:FTNT, is drawing fresh attention with this move into AI focused security infrastructure. The stock recently closed at...

In recent weeks, Ionis Pharmaceuticals announced that the FDA accepted its priority review submissions for olezarsen in severe hypertriglyceridemia and zilganersen in neurology, while the company ramped up launch preparations for both therapies. These regulatory milestones mark an important shift as Ionis moves further into independent commercialization, potentially broadening its treatment footprint beyond rare disease niches. Now, we’ll examine how FDA priority review for olezarsen and...

In the first quarter of 2026, Plains GP Holdings, L.P. reported revenue of US$12.47 billion, net income of US$20 million, and basic earnings per share from continuing operations of US$0.24, while also updating investors on progress with NGL asset sales and Cactus III integration. Alongside these results, the company raised its full-year 2026 adjusted EBITDA guidance midpoint to US$2.88 billion and added experienced energy executive Cynthia B. Taylor to its board and key committees,...

ONEOK (OKE) just posted a strong first quarter, with net income up 12% and adjusted EBITDA up 13%, and raised its 2026 earnings guidance, a combination that quickly drew more investor attention. See our latest analysis for ONEOK. ONEOK's recent earnings update comes on the back of firm share price momentum, with a year to date share price return of 19.44% and a 5 year total shareholder return of 121.36%. This suggests investors have been rewarding the stock as confidence around its outlook...

Amdocs recently reported past quarterly results showing revenue and earnings largely in line with guidance while unveiling new AI‑driven platforms and confirming a CFO transition effective June 1, 2026. At the same time, the company deepened its role in telecom modernization through multi‑year agreements and cloud migrations with operators such as Telefónica Móviles Argentina, Vodafone Ireland, Lumen Technologies, and others. Next, we’ll examine how Amdocs’ push into AI-powered telco...

In early May 2026, Aurora Innovation reported first-quarter sales of US$1.00 million alongside a net loss of US$223.00 million, while announcing expanded autonomous freight operations with partners including McLane, Hirschbach and Volvo Autonomous Solutions across key Sun Belt routes. The transition of McLane’s Dallas–Houston lane to fully driverless service and Hirschbach’s plan for 500 Aurora-powered trucks highlight growing commercial confidence in Aurora’s self-driving platform despite...

Targa Resources (TRGP) is back in focus after first quarter 2026 results showed revenue of US$4,094.7 million and net income of US$479.6 million, alongside commentary highlighting Permian growth potential and extensive midstream infrastructure. See our latest analysis for Targa Resources. The first quarter earnings, together with ongoing share repurchases of US$696.92 million since August 2024, come against a strong backdrop, with a 30 day share price return of 9.47% and a one year total...

Fabrinet (FN) is back in focus after releasing third quarter results that showed higher sales and net income than a year earlier, along with fresh guidance and an update on its long running share repurchase program. See our latest analysis for Fabrinet. The latest quarterly update and guidance arrived alongside strong price momentum, with a 1-day share price return of 9.71% and a 90-day share price return of 50.65%. This sits alongside a very large 1-year total shareholder return of roughly...

Wolfspeed (WOLF) has climbed to fresh all-time highs after a bullish post-bankruptcy thesis and management commentary on improved financial flexibility, even as Q3 results showed ongoing losses and operational hurdles. See our latest analysis for Wolfspeed. The recent 291.25% 3 month share price return and 230.69% year to date share price return, with the stock now at US$62.60, point to strong positive momentum as investors respond to the post bankruptcy setup, reduced Q3 losses and fresh all...

Viper Energy (VNOM) is in focus after a busy early May, as the company raised its 2026 production guidance, reported first quarter results, and paired continued share buybacks with base and variable dividends. See our latest analysis for Viper Energy. Those updates have landed against a backdrop of solid momentum, with a 30 day share price return of 5.98% and year to date share price return of 24.70%. The 1 year total shareholder return is 21.15%, suggesting recent enthusiasm has been...

Fourth quarter earnings put GSI Technology’s recent stock move in context GSI Technology (GSIT) recently reported fourth quarter results, with sales of US$6.32 million and a net loss of US$4.82 million, drawing fresh attention to a stock that has already seen strong recent returns. See our latest analysis for GSI Technology. The earnings release has landed against a backdrop of very strong recent momentum, with a 30 day share price return of 98.30% and a 1 year total shareholder return of...