U.S. Capital Markets Stock News

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

If you are wondering whether AngloGold Ashanti at around US$106 per share still offers value after a strong run, this article will walk through what the current price might imply. The stock has had a mixed short term patch, with a 2.2% decline over the last 7 days, a 7.2% gain over 30 days, and returns of 24.0% year to date and 246.5% over the past year, while the 3 year return is very large and the 5 year return is more than 4x. Recent coverage has focused on AngloGold Ashanti's move to the...

If you are wondering whether Marriott International's current share price lines up with its underlying value, you are not alone. This article will walk through what the numbers are actually saying. At a last close of US$359.94, the stock has returns of 0.2% over 7 days, 10.5% over 30 days, 14.8% year to date, 26.0% over 1 year, 117.3% over 3 years and 149.6% over 5 years, which raises a fair question about how much of the story is already reflected in the price. Recent news flow around...

On 9 February 2026, XPeng announced it had launched start-and-stop charging payment functionality in its Hong Kong app, integrating Ant International’s Antom platform and initially enabling AlipayHK payments at over 1,600 public EV chargers. The partnership positions XPeng to unify fragmented charging payments across regions by embedding more than 300 global and local methods directly into its app, potentially strengthening its broader smart-mobility ecosystem. Next, we’ll examine how this...

Western Midstream Partners recently saw Senior Vice President Christopher B. Dial exercise options for 61,769 common units and sell or dispose of 10,137 units, while the partnership also amended its operating agreement after merging with Aris Water Solutions to issue preferred units. These insider transactions and structural changes, arriving just before Western Midstream’s fourth-quarter earnings release on February 18, 2026, highlight how governance, capital structure, and upcoming...

Sphere Entertainment (SPHR) is back in focus after fourth quarter results topped analyst expectations, with higher revenue, positive net income and strong demand for immersive shows such as The Wizard of Oz at Sphere. See our latest analysis for Sphere Entertainment. The latest earnings surprise and ongoing analyst upgrades have arrived alongside a strong 90 day share price return of 47.44% and a 1 year total shareholder return of 140.79%. This suggests momentum has strengthened over both...

If you are wondering whether St. Joe is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock most recently closed at US$71.11, with returns of 0.9% over 7 days, 8.7% over 30 days, 18.9% year to date, 50.0% over 1 year, 65.4% over 3 years and 44.9% over 5 years. This raises fair questions about how the current valuation stacks up. Recent news flow around St. Joe has mainly focused on its position in real...

Wondering if Advanced Micro Devices (AMD) is still reasonably priced after a strong run, or if you would be paying too much for growth today? The stock closed at US$203.08, with a 1 year return of 77.7% and a 3 year return of 164.5%. However, the 7 day, 30 day and year to date returns of 4.9%, 12.4% and 9.1% declines may have some investors reassessing the balance between upside and risk. Recent headlines around AMD have focused on its role in high performance computing and graphics and how...

Salesforce (CRM) is back in focus after a sustained share price slide. The stock has shown negative returns over the past week, month, and past 3 months, prompting investors to reassess expectations and valuation. See our latest analysis for Salesforce. Stepping back, Salesforce’s 1 day share price return of 2.86% decline and 30 day share price return of 18.85% decline have pulled the year to date share price return to a 27.34% decline. The 1 year total shareholder return of 43.61% decline...

Republic Services (NYSE:RSG) has amended its bylaws to expand its exclusive forum provision, affecting how and where certain shareholder disputes may be heard. The company has also appointed Ian Craig to its board, an executive known for work in digital transformation and sustainability. These governance moves are being assessed by investors for their implications on shareholder rights and long term corporate direction. Republic Services, a major US waste and environmental services...

Recently, American Eagle Outfitters drew heightened analyst attention as upward revisions to consensus earnings and sales estimates led Zacks to assign the company its top Rank #1 (Strong Buy) rating, while a separate decision to close a Massachusetts distribution facility will cut 103 jobs as part of a portfolio-focused restructuring. These developments come against a backdrop of relatively modest 2.2% annual revenue growth over the past three years and questions about capital allocation...

Sunrun recently saw increased investor activity ahead of its late-February 2026 earnings release, with options markets showing heavier call volumes and higher implied volatility as traders positioned around expectations for weaker earnings but stronger revenue. Despite ongoing concerns about leverage and profitability, recent upward revisions to analyst estimates suggest growing optimism about Sunrun’s near-term business prospects among market participants. With bullish options activity...

MillerKnoll (NasdaqGS:MLKN) has refinanced and replaced its existing term loan with a new long term facility. The new financing arrangement introduces updated interest margins and more flexibility around prepayment. The changes affect MillerKnoll's capital structure and could influence its financial flexibility going forward. MillerKnoll's refinancing lands at a time when the stock trades at $21.65, with a 12.2% return over the past 30 days and an 18.6% return year to date. Over a longer...