U.S. Capital Markets Stock News

Earlier in February, Super Micro Computer raised its full-year revenue guidance to at least US$40.00 billion, driven by strong demand for AI servers, with more than 90% of recent quarterly revenue coming from AI platforms and supported by expansion plans such as potential AI system production in India. The upgraded outlook, combined with insider share purchases, bullish options activity, and analyst focus on margin expansion from its Data Center Building Block Solutions platform, has...

Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after a recent share price move, with the stock closing at US$370.54. That puts recent returns and underlying financial metrics under closer investor scrutiny. See our latest analysis for Taiwan Semiconductor Manufacturing. The latest move comes on top of a 10.65% 1 month share price return and a 30.18% 3 month share price return. The 1 year total shareholder return of 88.88% and 5 year total shareholder return of 214.14% point to...

Why Assured Guaranty Stock Is On Investors’ Radar Assured Guaranty (AGO) has attracted fresh attention after recent trading moves, with the share price at $88.39 and short term returns showing a mix of gains over the week and month, alongside a small negative past 3 months performance. See our latest analysis for Assured Guaranty. The recent 6.2% 1 month share price return, alongside a small 1 day gain, contrasts with a slightly negative year to date share price return. At the same time, 3...

On February 8, 2026, iQIYI opened iQIYI LAND in Yangzhou, China’s first immersive indoor theme park created by a streaming platform, turning popular dramas into interactive, tech-enabled experiences across seven themed zones. This offline expansion aims to extend the life and value of iQIYI’s content IP, deepen fan engagement, and link its streaming ecosystem with China’s growing cultural tourism market. Next, we’ll examine how iQIYI LAND’s offline, IP-driven experiences could reshape...

If you are wondering whether MercadoLibre is still worth your attention at around US$1,996.87 per share, the key question is how that price stacks up against the value of the business. The stock has had a mixed run, with a 0.4% return over the last 7 days, a 6.6% decline over the past 30 days, a 1.2% gain year to date, and an 11.6% decline over the last year. The 3 year and 5 year returns sit at 72.6% and 21.9% respectively. Recent coverage around MercadoLibre has focused on its role as a...

In recent weeks, Caterpillar’s Power & Energy unit delivered double-digit annual growth and secured an agreement to supply natural gas generators and battery storage totaling 2 gigawatts of power to American Intelligence and Power’s Monarch Compute Campus by 2027. This surge in demand for power generation solutions beyond traditional data centers is drawing attention to Caterpillar’s shift toward higher-margin services and AI-related infrastructure exposure. We’ll now examine how...

IREN (NasdaqGS:IREN) has been added to the MSCI USA Index, expanding its visibility with institutional investors. Cantor Fitzgerald has made a major investment in IREN, reflecting growing interest in the company’s AI cloud ambitions. The company has formally shifted focus from Bitcoin mining to AI cloud infrastructure and appointed a Chief Innovation Officer to lead next generation data center engineering. IREN, traded on NasdaqGS:IREN, is repositioning itself from a pure Bitcoin miner to...

Main Street Capital (MAIN) recently expanded its multi year revolving credit facility commitments to $1.175b by adding a new lender and $30 million in capacity to support future investments and general corporate uses. See our latest analysis for Main Street Capital. At a share price of $57.94, Main Street Capital has had a 30 day share price return of 9.54% decline and a year to date share price return of 6.17% decline, while its 3 year total shareholder return of 80.35% and 5 year total...

If you are wondering whether On Holding's share price still reflects its true worth, you are not alone. This article will help you frame that question in a structured way. The stock most recently closed at US$49.42, with returns of 9.1% over the past 7 days, 7.5% over 30 days, 5.3% year to date, 2.0% over 1 year and a very large 3 year return of 139.0%. Recent coverage has focused on On Holding as a fast growing athletic footwear brand and on how its products are gaining visibility with...

Shopify launched Agentic Commerce Services, a suite of autonomous AI agents designed to help merchants run and monetize key e-commerce tasks. The company paired the launch with a $2b share buyback program and a clearer focus on high margin software after exiting its logistics operations. These moves point to a sharpened role for Shopify as a core infrastructure provider for AI driven online retail. NasdaqGS:SHOP last closed at $126.2, with the share price up 12.0% over the past week and up...

Incyte (NasdaqGS: INCY) has expanded its partnership with Knight Therapeutics in Latin America, adding exclusive distribution rights for key therapies. The companies are advancing the regulatory submission for NIKTIMVO in Brazil, targeting approval for use in chronic graft versus host disease and other indications. This update reflects Incyte's wider efforts to grow its presence across Latin American markets beyond its existing portfolio. For you as an investor, this move highlights how...

If you are wondering whether L3Harris Technologies is priced fairly after its recent run, this article walks through how the current share price compares with a range of valuation checks. The stock last closed at US$356.14, with returns of 3.1% over the past 7 days, 17.0% year to date, 82.4% over 1 year, 80.6% over 3 years and 116.8% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent headlines around L3Harris have focused on...

Why Live Nation Entertainment (LYV) is on investors’ radar today Live Nation Entertainment (LYV) shares have been drawing fresh attention after a recent stretch of positive returns, prompting investors to reassess how its live events and ticketing model fits into their portfolios. See our latest analysis for Live Nation Entertainment. The recent 1 month share price return of 10.68% and 3 month share price return of 29.50%, alongside a 3 year total shareholder return of about 14x, suggest...

Why CVS Health (CVS) Is Back on Investor Radars CVS Health (CVS) has drawn fresh attention after recent share price pressure, with the stock down about 7.6% over the past month and 1.6% over the past 3 months. See our latest analysis for CVS Health. While the 1 month share price return of a 7.61% decline and a weaker recent trend hint at fading short term momentum, the 1 year total shareholder return of 25.42% and 5 year total shareholder return of 32.56% show a very different longer term...

D.R. Horton (NYSE:DHI) reported stronger than expected fiscal Q1 2026 results, despite ongoing softness in the U.S. housing market. The company highlighted resilient demand and continued execution in a challenging operating backdrop. At the same time, insider selling activity has persisted, drawing attention to management and insider sentiment. Shares of D.R. Horton last closed at $164.12, with a 1 year return of 31.8% and a 5 year return of 124.5%. D.R. Horton sits in a key position within...

Avis Budget Group recently reported fourth-quarter and full-year 2025 results, posting US$2,664 million in Q4 sales and a full-year net loss of US$889 million after a large impairment on its electric vehicle fleet. The company’s decision to shorten the economic life of certain EVs and record more than US$500 million in related write-downs marks a major reset of its fleet strategy and risk management approach. We’ll now examine how this sizable EV fleet write-down and broader reset in fleet...

In February 2026, Apollo Global Management reported fourth-quarter 2025 revenue of US$9.86 billion and net income of US$684 million, maintained its US$0.51 common dividend and US$0.8438 preferred dividend per share, announced a new EMEA head, expanded a wealth and retirement partnership with Schroders, completed a US$2.50 billion buyback program, and saw its shares hit by sector-wide concerns after Blue Owl Capital restricted redemptions at a private-credit fund. These developments highlight...

PureCycle Technologies (PCT) shares are in focus after the company announced a new partnership with TOPPAN to expand high-quality recycled content in flexible films and thermoformed food packaging. See our latest analysis for PureCycle Technologies. The announced TOPPAN partnership arrives after a mixed run for investors, with a 30 day share price return of 23.16% decline, a 90 day share price return of 7.41% gain, and a 3 year total shareholder return of 44.07% that contrasts with a 5 year...

In recent months, multiple research houses, including Canaccord Genuity and William Blair, have launched or reiterated upbeat coverage on Beam Therapeutics, emphasizing its transition toward late-stage clinical development and regulatory progress for its precision genetic medicine programs. Analysts are particularly focused on Beam’s agreement with the FDA on an accelerated approval pathway for BEAM-302 and the planned biologics license application for risto-cel, viewing these as pivotal...

Context for Universal Display right now Universal Display (OLED) has been trading under pressure recently, with the share price around $104 and negative total returns over the past year and past 3 months. This has put its OLED materials business back in focus for investors. See our latest analysis for Universal Display. At a share price of about $104, Universal Display has seen a 1 day share price decline of 11.14% and a 7 day share price return of negative 16.68%, while its 1 year total...

What NMI Holdings Stock Has Been Doing Recently NMI Holdings (NMIH) has drawn investor attention after a mixed stretch in its share performance, with a slight 1 day gain alongside a modest 7 day decline and a month of positive returns. See our latest analysis for NMI Holdings. At a share price of $39.04, NMI Holdings shows modest near term softness with a negative year to date share price return, while longer term total shareholder returns over 3 and 5 years remain solid. This suggests...

Upcoming Q4 earnings put Gladstone Land (LAND) in focus Interest in Gladstone Land (LAND) is picking up as investors look ahead to the Q4 2025 earnings release, with attention on rental revenues, occupancy levels, and recent farm acquisitions. See our latest analysis for Gladstone Land. Despite a softer 1 day share price return of 0.73% and a 7 day share price return of 2.5%, Gladstone Land’s 30 day and year to date share price returns of 13.41% and 19.50% suggest momentum has picked up. The...

Why the latest earnings matter for ProPetro Holding (PUMP) ProPetro Holding (PUMP) swung to profitability in its fourth quarter and full year, reporting modest net income after prior losses, while also outlining a shift toward electric and gas powered fleets and new PROPWR power projects. See our latest analysis for ProPetro Holding. The latest earnings and comments on shifting toward electric and gas powered fleets come after a mixed stretch for investors, with a 19.45% 90 day share price...

CF Industries Holdings (NYSE:CF) advances its low carbon ammonia strategy through progress at its Blue Point joint venture. The company launches a pilot project with POET to build a low carbon fertilizer supply chain. Operations are affected by a Yazoo City plant outage, with some impact offset by business interruption insurance. CF Industries continues returning capital to shareholders through substantial share repurchases. CF Industries, a major nitrogen fertilizer producer, is tying its...