U.S. Capital Markets Stock News

When the Federal Reserve sends mixed signals on rates, inflation holds at 3.5% and jobs data softens, it can feel like the ground is shifting under every stock. That uncertainty can punish some companies, yet it can also spotlight others that appear better placed to handle choppy policy moves. This article walks through three large cap growth stocks exposed to these cross currents and explains why each might deserve a closer look right now. The three stocks covered next are just a sample, and...

Ardent Health (ARDT) is in focus after second quarter 2026 results showed much lower net income and earnings per share than a year earlier, along with reduced full year earnings guidance for 2026. See our latest analysis for Ardent Health. Despite the earnings reset and lowered guidance, Ardent Health's recent share price return has been firm. The stock has recorded a 7 day gain of 8.25% and a year to date share price return of 33.68%. However, the 1 year total shareholder return is slightly...

In the past quarter, Acadia Healthcare Company, Inc. reported second-quarter 2026 results showing sales of US$865.84 million and net income of US$10.93 million, alongside weaker earnings per share than a year earlier. Despite softer quarterly profitability, management raised full-year 2026 revenue guidance to US$3.40–US$3.45 billion, highlighting confidence in the company’s underlying demand and growth pipeline. Next, we’ll examine how Acadia’s weaker quarterly earnings but higher full-year...

On 6 August 2026, CellCarta Inc. said it would add Tempus AI to its CDx Commercialization Lab Network, with Tempus using its Tempus Hub to manage provider test ordering, sample routing to CellCarta, and result delivery for oncology-focused companion diagnostics in the U.S. This collaboration links Tempus AI’s ordering and data platform with CellCarta’s development and regulatory capabilities, aiming to close the gap between CDx approval and real-world clinical access for cancer...

Stronger earnings and fresh guidance reshape the Carter's story Carter's (CRI) is back in focus after reporting much higher second quarter and first half 2026 earnings compared with 2025, alongside new guidance that points to continued sales growth for the rest of the year. See our latest analysis for Carter's. The latest results and updated guidance come after a strong run in Carter's share price, with a 90 day share price return of 13.11% and a year to date share price return of 20.36%...

Investors in Northwest Natural Holding Company ( NYSE:NWN ) had a good week, as its shares rose 3.2% to close at...

Via Transportation stock added 3% today, a calm move for a company that just put a high growth, still loss making model back under the spotlight. The real story is not whether the stock popped or faded. It is whether investors believe the revenue engine and margin trajectory in this quarter are strong enough to justify paying up for a business that still reports losses. The headline from Via Transportation’s Q2 is clear. Revenue reached about US$136m and the adjusted earnings before interest,...

Inter & Co (INTR) has drawn fresh attention after reporting second quarter 2026 results. The company posted net income of R$421.11 million and basic earnings per share of R$0.95 from continuing operations. See our latest analysis for Inter & Co. Despite Inter & Co reporting record quarterly profitability, the stock's 1 day share price return declined 7.87% to US$5.27. This contributed to a 37.63% share price decline year to date, while the 3 year total shareholder return remains positive at...

Blackstone (NYSE:BX) has invested in AI data center company Firmus alongside investors such as Nvidia and Coatue, expanding its exposure to AI infrastructure. The Firmus funding round positions Blackstone in a growing ecosystem of capital flowing into data center and AI related assets. Separately, Blackstone's extended merger agreement with TXNM Energy remains under regulatory and legal scrutiny, with public calls for customer rate credits adding pressure. The combination of the Firmus...

Oshkosh stock reaction to Nextera Robotics deal Oshkosh (OSK) has drawn fresh attention after announcing an equity investment in Nextera Robotics, an AI and robotics firm focused on autonomous construction project management and job site intelligence. The move links Oshkosh’s equipment ecosystem, including its JLG access platforms, with Nextera’s autonomous robots and data tools. Investors now have a clearer view of how the company is integrating AI, connectivity, and on site analytics into...

It's been a good week for Louisiana-Pacific Corporation ( NYSE:LPX ) shareholders, because the company has just...

Allegro MicroSystems (ALGM) has drawn fresh attention after reporting first quarter sales of US$259.24 million and net income of US$15.87 million, along with new guidance indicating higher net sales for the second quarter. See our latest analysis for Allegro MicroSystems. At a share price of US$43.77, Allegro MicroSystems has a year to date share price return of 62.65%, while the 1 year total shareholder return of 42.25% points to strong but recently cooling momentum. This follows a 30 day...

Powell Industries, Inc. recently reported higher third-quarter and nine‑month fiscal 2026 sales and earnings year on year, while its board reaffirmed a quarterly dividend of US$0.09 per share payable in September 2026. At the same time, management highlighted an active but selective M&A pipeline, focusing on acquisitions that could expand complementary products and services despite what it views as rich sector valuations. Building on this earnings momentum and disciplined acquisition stance,...

Assurant stock has delivered a strong 112.2% return over the past three years, yet the valuation signals are split, with the Excess Returns intrinsic value estimate suggesting the shares trade below intrinsic value while earnings based multiples point to a richer price. Assurant's 112.2% three-year return highlights how strongly the share price has rewarded long-term holders. Future valuation may be supported if the company can sustain reliable cash generation, although any pressure on...

In early August 2026, e& UAE announced it had deployed Ciena Corporation’s next-generation DWDM, WaveLogic 6 Extreme optics, and Navigator automation to build a higher-capacity, future-ready national network, while Ciena also took part in a live commercial trial of 1.6 Tb/s quantum-safe encrypted connectivity with Quantum Corridor and Toshiba International Corporation. Together, these developments highlight Ciena’s role in enabling both ultra-high-capacity transport and quantum-resilient...

Recent momentum signals and estimate revisions TJX Companies (TJX) has drawn fresh investor attention after achieving a Momentum Style Score of B and receiving a Zacks Rank of #2, alongside positive revisions to earnings estimates for the current and next fiscal year. See our latest analysis for TJX Companies. TJX Companies shares trade at US$161.36, with a 30 day share price return of 5.61% and a 1 year total shareholder return of 24.33%. The 5 year total shareholder return of 145.30% points...

Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...

Encompass Health reported past second-quarter 2026 results with net operating revenue of US$1,597.4 million and net income of US$153.9 million, alongside higher earnings per share versus a year earlier. The company also raised its full-year 2026 revenue guidance and completed a long-running share repurchase program that has retired nearly one-tenth of its shares. We’ll now examine how Encompass Health’s raised 2026 revenue guidance shapes its investment narrative and what it may mean for...

StoneX Group Inc. recently reported past third-quarter 2026 results, with revenue rising to US$40.19 billion and net income reaching US$127.9 million, while earnings per share from continuing operations roughly doubled versus a year earlier. Alongside this earnings strength, StoneX is deepening its payments reach through a new cross-border partnership with South Korea’s Shinhan Bank and progressing cost synergies from the R.J. O’Brien acquisition. We’ll now examine how StoneX’s stronger...

It's been a good week for Spire Inc. ( NYSE:SR ) shareholders, because the company has just released its latest...

Interactive Brokers Group recently expanded access to Brazil’s B3 exchange, allowing eligible clients outside Brazil to trade both equities and futures, and also filed a shelf registration for its common shares. The company has also widened its Model Context Protocol-based AI integration, letting clients link a broad range of AI tools to analyze portfolios, research investments, and draft trade instructions securely across its platforms. We’ll now examine how this expansion into Brazilian...

In late July 2026, Porch Group, Inc. reported second-quarter sales of US$140.88 million and net income of US$5.6 million, alongside filing a US$28.428 million shelf registration for 2,300,000 common shares tied to an ESOP-related offering. The combination of stronger quarterly profitability, higher full-year guidance and an ESOP-linked shelf filing highlights how Porch is pairing operational progress with added flexibility in its capital structure and employee incentives. With Porch...

Skyworks Solutions (SWKS) is back in focus after Q3 FY2026 results showed year over year pressure on revenue and net income, alongside a decision to halt quarterly dividends and launch a new US$2b share repurchase plan. See our latest analysis for Skyworks Solutions. Skyworks Solutions shares have reacted strongly to the latest update, with a 1 day share price return of 5.66% and a 30 day share price return of 20.74%. The 1 year total shareholder return of 3.53% sits against a 3 year total...

TransMedics Group (TMDX) is back in focus after reporting second quarter 2026 results on 4 August, pairing higher revenue with a lower net income figure and a small upward tweak to full year guidance. See our latest analysis for TransMedics Group. The earnings release and higher full year revenue guidance help explain why TransMedics Group’s recent momentum is strong, with a 30 day share price return of 19.09% and a 90 day share price return of 23.66%. This is despite the year to date share...