U.S. Capital Markets Stock News

European Commission approves Amgen's IMDYLLTRA (tarlatamab) for adults with extensive-stage small cell lung cancer as a second-line treatment. Decision follows positive Phase 3 results showing a survival benefit over standard chemotherapy. Approval adds a new marketed therapy to Amgen's oncology portfolio in a high unmet medical need area. For investors following Amgen (NasdaqGS:AMGN), the European Commission's green light for IMDYLLTRA arrives with the stock trading around $328.26. Shares...

Recent share performance and business snapshot Hasbro (HAS) has drawn attention after its share price declined about 12% over the past month and around 14% over the past 3 months, prompting investors to reassess the toy and game company’s fundamentals. The company reports annual revenue of US$4.8b and a reported loss of US$222.6m, with activities spanning consumer products, Wizards of the Coast and digital gaming, and entertainment. This mix gives investors several drivers to monitor around...

Biometric ad research puts Genius Sports (GENI) in focus Genius Sports (GENI) is drawing fresh attention after releasing biometric research with MediaScience suggesting that ads shown immediately after high-intensity sports moments can roughly double unaided brand recall. See our latest analysis for Genius Sports. The biometric ad results arrive as Genius Sports trades at US$6.09, with a 30 day share price return of 40% and a 1 year total shareholder return that is down 35.49%, so recent...

Amazon.com (NasdaqGS:AMZN) is facing a new privacy lawsuit targeting the Ring doorbell "Familiar Faces" facial recognition feature, raising questions about how biometric data is collected and used. The company is also involved in a labor dispute at its only unionized Canadian fulfillment center in British Columbia, where a mediator found Amazon responsible for a breakdown in contract talks. Both developments add fresh regulatory and reputational questions around Amazon's broader ecosystem...

McEwen (MUX) has drawn fresh attention after clarifying that a US$49.4 million dividend from its 49% owned Minera Santa Cruz, tied to the San José silver gold mine, lifted 2026 mine related dividends to US$58.2 million. See our latest analysis for McEwen. The dividend clarification and upcoming annual meeting come after a mixed share price run. The stock is up 19.43% on a year-to-date share price basis but down 13.63% over the past 90 days, while the 1-year total shareholder return of 148.16%...

In recent days, Nvidia has deepened its push into photonics for AI datacenters, committing billions of US dollars and forming an investment partnership with Coherent to expand high-speed optical connectivity capacity across its networking and GPU interconnect platforms. This partnership, alongside Coherent’s strong Data Center & Communications growth and long-term optical transceiver demand visibility, underscores the company’s emerging importance in easing AI infrastructure...

Recent performance snapshot United States Antimony (UAMY) has drawn fresh attention after a 10.0% move over the past day, following a mixed performance that includes a gain over the past 3 months but a decline over the past month. See our latest analysis for United States Antimony. The recent 1-day share price return of 10.04% and 7-day share price return of 15.66% come after a 30-day share price return that is down 16.13%, while the year to date share price return of 71.84% sits alongside a...

McKesson (NYSE:MCK) is receiving a $1.25b minority investment from Apollo in its Medical Surgical Solutions business. The deal values Medical Surgical Solutions at about $13b and is described as a step toward a spin-off into a separate public company. The transaction reshapes McKesson’s business mix and sets up Medical Surgical Solutions to operate as an independent enterprise. For investors watching NYSE:MCK, the Apollo deal comes at a time when the stock is trading around $736.78. The...

Onto Innovation recently drew attention as investors reacted to progress on its AI-driven advanced packaging roadmap, including approaching initial Dragonfly G5 system shipments, alongside sector-wide strength in semiconductor equipment names. At the same time, its collaboration and planned ownership stake with Rigaku have highlighted Onto Innovation’s role in next-generation process control solutions for advanced chip manufacturing. Next, we’ll explore how renewed optimism around Onto’s...

In late May 2026, Cirrus Logic introduced a new family of nine audio converters – including ADCs, DACs and CODECs – aimed at a wide range of professional and prosumer applications such as musical instruments, podcast interfaces, mixers and installed audio systems. By extending high-performance features like hybrid gain control and cost-optimized designs into mid-tier gear, the company is pushing premium audio capabilities deeper into the US$9.00 billion professional and prosumer...

Rambus (RMBS) drew fresh attention after announcing its DDR5 9600 Client Memory Module Chipset for future AI PCs, targeting higher bandwidth, greater capacity, and reliability challenges in clocked DDR5 memory modules. See our latest analysis for Rambus. Investors have reacted strongly to Rambus' AI PC announcement, with the latest share price at $166.78 and a 30-day share price return of 49% contributing to a very large 1-year total shareholder return of 196.23%. This suggests momentum has...

Allegion (ALLE) has attracted investor attention after a recent pullback, with the stock down about 4% over the past month and roughly 17% over the past 3 months from its last close of US$129.85. See our latest analysis for Allegion. The recent pullback fits into a wider loss of momentum, with the share price down 19.3% year to date while the 3 year total shareholder return of 23.16% still points to a stronger longer term outcome. If Allegion’s recent weakness has you reassessing your...

Miami-Dade County’s decision to auction the Historic Dade County Courthouse on GovDeals.com puts Liquidity Services (LQDT) in the spotlight as the online host of a high-profile public redevelopment opportunity. See our latest analysis for Liquidity Services. At a share price of US$36.30, Liquidity Services has seen steady momentum, with a 22.68% year to date share price return and a 56.47% 1 year total shareholder return. Conference appearances and insider selling may indicate shifting...

Greif, Inc. recently announced that its Board of Directors approved a 10.7% increase in quarterly cash dividends to US$0.62 per Class A share and US$0.93 per Class B share, payable on July 1, 2026, to shareholders of record on June 17, 2026. The dividend boost, alongside progress toward US$120.00 million in cost savings, a completed US$150.00 million share repurchase program, and a leverage ratio of 1.1x, highlights management’s focus on cash generation and balance sheet strength even as...

In late May 2026, Vicor Corporation raised its second-quarter 2026 revenue guidance to US$142 million from US$126 million, citing stronger product revenues and higher royalties from an additional licensee of its patented power system technology. This shift underscores the importance of Vicor’s licensing model, highlighting how monetizing its proprietary power system intellectual property can supplement core product sales. Next, we’ll explore how Vicor’s higher Q2 revenue guidance, supported...

Flex recently expanded its AI-focused power portfolio at COMPUTEX 2026, unveiling a 110 kW power shelf for NVIDIA Vera Rubin NVL72 platforms, a 30 kW capacitive energy storage system, and the BMR317 converter to support high-density, AI-intensive data centers. By pairing these new AI power solutions with deeper use of robotics and automation in its own facilities, Flex is positioning itself as both a supplier and practitioner of AI-enabled infrastructure and manufacturing. We’ll now examine...

Blackstone (NYSE:BX) closed its Capital Partners Asia III fund at US$13.1b, above its initial US$10b target. The vehicle is Blackstone’s largest Asia focused private equity fund to date and more than double the size of its prior Asia fund. The final close highlights ongoing capital flows into the Asia Pacific private equity market. Blackstone is one of the largest global alternative asset managers, with private equity, real estate, credit, and infrastructure funds across multiple regions...

Knight-Swift Transportation Holdings (KNX) has drawn fresh attention after its latest earnings report, where revenue aligned with expectations but adjusted operating income fell short, while tightening trucking supply and rising freight rates supported a stronger share price. See our latest analysis for Knight-Swift Transportation Holdings. Since the earnings release, momentum has been building, with a 7 day share price return of 6.43% and a 30 day share price return of 21.28%, contributing...

Southwest Airlines (NYSE:LUV) has reversed its January policy on plus-size passengers. Customers who need an additional seat can again request one at the gate without pre-purchasing. The extra seat is subject to availability and is not guaranteed on every flight. For you as an investor, this puts the spotlight back on how Southwest balances cost control with its long standing focus on customer service. The company runs a large domestic route network and competes in a sector where customer...

Vertiv Holdings Co (NYSE:VRT) has launched SmartRun, a digital twin platform for AI data center infrastructure. The SmartRun launch focuses on design, simulation, and lifecycle management for AI factory deployments. The company is showcasing SmartRun at Computex Taipei 2026, using NVIDIA Omniverse and Dassault Systèmes platforms. Vertiv enters this product launch with a stock that has seen very strong multi year gains, with NYSE:VRT up 90.5% year to date and up 198.1% over the past year...

First Interstate BancSystem (FIBK) stock is back in focus after quarterly results showed earnings per share and tangible book value per share ahead of estimates, improved net interest margin, and continued share repurchase activity. See our latest analysis for First Interstate BancSystem. At a share price of $35.22, the stock has slipped over the past week but is roughly flat over three months. A 1 year total shareholder return of 37.08% and 3 year total shareholder return of 72.74% indicate...

In late May 2026, Insulet announced a voluntary medical device correction covering about 7 million Omnipod Pods after detecting a manufacturing defect that can cause insulin under-delivery and, in severe cases, diabetic ketoacidosis, while regulators were notified and free replacements offered. The affected Pods account for roughly 8.5% of Insulet’s 2025 global Omnipod production, highlighting both the scale of the quality issue and the importance of the company’s manufacturing controls and...

Investors may be wondering whether CRH at around US$106.52 is offering good value right now, or whether the easy money has already been made. The stock is up 4.3% over the last 7 days, but is down 7.7% over the last month and down 15.8% year to date. It is still showing an 18.2% return over the last year and a 129.9% return over 3 years. Recent news coverage has focused on CRH as a major building materials company with exposure to infrastructure and construction activity. This helps frame...

In late May and early June 2026, Navitas Semiconductor presented its AI-focused GaN and SiC power roadmap at Craig-Hallum and Evercore investor conferences, with CEO Chris Allexandre and CFO Tonya Stevens outlining data center and grid opportunities. At the same time, Navitas’ GaN licensing deal with Cyient Semiconductors in India and new high-efficiency AI power boards highlighted a broadening push into higher-power infrastructure beyond consumer charging. Now we will examine how this AI...