U.S. Capital Markets Stock News

NYSE:RMD
NYSE:RMDMedical Equipment

ResMed (RMD) Margin Strength At 27.5% Tests Bearish Cost And GLP 1 Narratives

ResMed (RMD) has put up another solid quarter, with Q2 2026 revenue at about US$1.4b and basic EPS of US$2.69, while the trailing 12 month figures sit at US$5.4b of revenue and EPS of US$10.16. Over the past six reported quarters, revenue has moved from US$1,224.5m in Q1 2025 to US$1,422.8m in Q2 2026 and basic EPS has shifted from US$2.12 to US$2.69. This gives a clear view of the top line and per share earnings trend across the recent reporting run. With trailing 12 month earnings up 19%...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

First Solar (FSLR) Valuation Check After Record Q1 Results And Maintained Full Year Guidance

First Solar (FSLR) just reported record first quarter 2026 results, with earnings per share beating expectations and net sales of US$1.04b. The company kept its full year guidance unchanged, which many investors watch closely. See our latest analysis for First Solar. The earnings beat helped shift sentiment after a weak start to the year, with the share price up 4.86% in the last session and a 7 day share price return of 9.26%. However, year to date the share price return is still down...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Assessing NetScout Systems (NTCT) Valuation After Recent Share Price Momentum

Why NetScout Systems Is On Investors’ Radar NetScout Systems (NTCT) has drawn fresh attention after recent share price moves, with the stock posting returns of 5.2% over the past month and 22.2% over the past 3 months. Those gains have arrived alongside a value score of 4 and an indicated intrinsic discount of about 29.9%. This combination is prompting some investors to reassess how the company’s network and cybersecurity business is currently being valued. See our latest analysis for...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

Earnings Beat, Raised Outlook and CFO Shift Might Change The Case For Investing In Plexus (PLXS)

Plexus Corp. recently reported past fiscal second-quarter 2026 results with sales of US$1,163.76 million and net income of US$49.81 million, alongside new third-quarter guidance calling for US$1.20 billion to US$1.25 billion in revenue and GAAP diluted EPS of US$1.25 to US$1.41. The company also announced a planned CFO transition, with long-serving finance chief Patrick Jermain retiring and internal executive David Abuhl stepping into the role, signaling continuity in financial leadership...
NYSE:BVN
NYSE:BVNMetals and Mining

Buenaventura Permits And San Gabriel Ramp Up Reframe Earnings Outlook

Compañía de Minas BuenaventuraA (NYSE:BVN) reported multiple operational and permitting milestones in Q1 2026, including the production ramp up at San Gabriel. The company received key stage 1 operating and water use permits for San Gabriel, while Yumpag and El Brocal secured capacity expansion approvals. Gold production, company wide revenue, and profitability all saw significant gains in the quarter, alongside these project advances. For investors watching NYSE:BVN, these updates come...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Does CoStar’s Strong Q1 and Homes.com Profit Momentum Reshape The Bull Case For CoStar Group (CSGP)?

In late April 2026, CoStar Group reported first-quarter 2026 revenue of US$897 million, up from US$732 million a year earlier, with net income of US$3 million versus a prior net loss, while reaffirming its full-year 2026 revenue outlook and projecting higher net income and diluted EPS. Beneath the headline numbers, management highlighted rapid growth and monetization at Homes.com and a doubling of adjusted EBITDA, signaling improving profitability from recent residential and technology...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix AI Deal With InterPositive Puts Efficiency And Valuation In Focus

Netflix, NasdaqGS:NFLX, has acquired InterPositive, a specialist in AI tools for filmmakers. The deal adds AI driven production capabilities that are intended to support more efficient content creation. The move aligns with Netflix’s focus on using technology in its streaming and studio operations. Netflix is trading at $92.06, with returns of 185.2% over three years and 82.7% over five years, alongside a 20.4% decline over the past year. The InterPositive acquisition comes as the company...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

Assessing DraftKings (DKNG) Valuation After A Year Of Weak Share Price Performance

DraftKings stock performance snapshot With no specific news event driving trading today, DraftKings (DKNG) sits around a last close of US$23, giving the stock a market value near US$11.6b and putting recent returns in context. Over the past year, DraftKings has delivered a total return decline of about 33%, with year to date performance showing a similar 36% decline. The stock is roughly flat over the past month and down about 16% over the past 3 months. See our latest analysis for...
NasdaqCM:GRRR
NasdaqCM:GRRRSoftware

Gorilla Technology Group (GRRR) Is Up 17.9% After $2.8 Billion India AI Infrastructure Expansion

In recent days, Gorilla Technology Group Inc. announced a significant expansion of its India AI infrastructure collaboration with Yotta Data Services, supporting the deployment of 20,736 additional B300 GPU cards in a multi-year project valued at about US$2.80 billion, alongside a deeper investment in real-time infrastructure intelligence firm Astrikos.AI. This combination of a very large GPU deployment tied to one of APAC’s largest NVIDIA DGX Cloud clusters and closer Astrikos.AI...
NasdaqGM:TVTX
NasdaqGM:TVTXBiotechs

Is It Too Late To Consider Travere Therapeutics (TVTX) After Its Strong Share Price Rally?

Wondering whether Travere Therapeutics at around US$44.12 is still offering value or if the easy gains are already behind it? This article unpacks what the current price really implies. The stock has shown strong share price moves, with returns of 8.9% over 7 days, 40.4% over 30 days, 11.6% year to date, 108.6% over 1 year, 162.6% over 3 years and 120.5% over 5 years. This naturally raises questions about both upside potential and risk. Recent headlines around Travere Therapeutics have...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Did Clearway’s Shift to a Single Class C Share and Index Exit Just Reframe (CWEN.A)’s Investment Narrative?

Clearway Energy, Inc. has already converted all of its Class A common stock into Class C common stock as of May 1, 2026, with Class A trading suspended and Class C now trading on the New York Stock Exchange. This simplification of the public share structure, alongside Clearway’s simultaneous removal from numerous major Russell and S&P indexes, reshapes how index funds and active investors may gain exposure to the company. We’ll now examine how Clearway’s shift to a single Class C share...
NYSE:LOW
NYSE:LOWSpecialty Retail

Lowe's Pro Card Expansion Aims To Deepen Contractor Spend And Insights

Synchrony and Lowe's Companies have expanded their partnership with the launch of the MyLowe's Pro Rewards American Express Card. The new co branded card extends purchasing power and rewards for professional customers beyond Lowe's stores to any location where American Express is accepted. The offering targets small to medium business customers within Lowe's Pro segment, with a focus on broader rewards and financing flexibility. Lowe's Companies, NYSE:LOW, is trading at $233.33, with the...
NYSE:SOC
NYSE:SOCOil and Gas

How Federal-Backed Pipeline Restart And Insider Stock Activity At Sable Offshore (SOC) Has Changed Its Investment Story

Sable Offshore Corp. recently resumed oil transportation through key pipeline segments and expanded drilling activity after federal intervention resolved prior regulatory hurdles that had stalled production in 2025. Alongside this operational restart, the company’s executives converted large blocks of restricted stock units and sold shares mainly to cover tax obligations, underscoring substantial ongoing insider equity exposure. We’ll now examine how the resumption of oil production...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Sprouts Expansion And Pricing Moves Reshape Growth Outlook For Investors

Sprouts Farmers Market is opening its first New York store as part of an accelerated nationwide rollout. The company plans more than 40 new locations in 2026, expanding its footprint beyond existing core regions. Management is rolling out targeted price adjustments, loyalty program efforts, and supply chain work to support long term growth after recent comparable sales declines. Sprouts Farmers Market, NasdaqGS:SFM, is pushing into new territory with its New York entry while ramping up...
NYSE:CCL
NYSE:CCLHospitality

Carnival Ransomware Breach Puts Data Security And Share Valuation In Focus

Carnival Corporation & (NYSE:CCL) has been hit by a significant ransomware attack linked to the hacking group ShinyHunters. The incident reportedly involves more than 8,700,000 records containing sensitive personal data. Multiple class action lawsuits have been filed, alleging weak cybersecurity controls and slow notification to affected individuals. The breach is drawing fresh attention to the company’s data security practices and operational risk. Carnival Corporation & enters this data...