U.S. Capital Markets Stock News

If you've been trying to figure out what to do with Thermo Fisher Scientific (TMO) lately, you're not alone. Barclays' recent upgrade of the stock has turned a few heads, especially coming on the heels of the company's announcement that its long-serving CFO will retire next March. The company already has a clear plan for succession in place. Together, these events have generated a wave of discussion about leadership, strategy, and what might lie ahead for TMO as the industry shifts and...

Okta recently acquired Axiom, a startup specializing in non-human identity security, and has deepened its collaboration with Palo Alto Networks to integrate AI-driven threat protection, addressing emerging cybersecurity needs as AI-based attacks increase. This move, along with strong earnings and expanded government contracts, highlights Okta's focus on advanced identity solutions for both human and machine users as digital transformation accelerates. We'll examine how Okta's Axiom...

Upbound Group (UPBD) is making headlines with a fresh executive move, announcing that Rebecca Wooters will step into the newly created role of Chief Growth Officer on September 18, 2025. This is not just another C-suite reshuffle. It is a strategic shift that will combine marketing, data, analytics, customer experience, and product development into one unified growth-focused team. With decades of experience in digital transformation and a proven ability to drive progress at big names like...

Maximus (MMS) just announced an increase in its equity buyback plan, raising its remaining authorization to $400 million as of September 8, 2025. This move speaks volumes about how management views both the company’s short-term prospects and its long-term potential. Buybacks do not happen without conviction; a larger authorization is generally a way for leadership to signal confidence and show shareholders that they are willing to put real resources behind the stock. This development comes...

On September 12, 2025, Kaled H. Awada, Executive Vice President and Chief People Officer of PG&E Corporation, notified the company of his resignation effective September 30, 2025, to pursue another opportunity. This leadership transition in a critical human capital role may prompt questions about succession planning and PG&E’s ability to maintain organizational stability during a period of significant transformation. To assess the potential impact of this executive change on PG&E’s outlook,...

Carpenter Technology recently announced key leadership changes, including appointing Tony R. Thene as Chairman of the Board and promoting Brian J. Malloy to President and COO, following a significant director share sale and its presentation at Morgan Stanley’s 13th Annual Laguna Conference. These developments coincide with ongoing robust demand from the global aerospace sector and major multi-year supply agreements, both of which underpin analysts’ views of Carpenter as undervalued with firm...

If you have ever wondered whether Progress Software (PRGS) could shape the next phase of enterprise AI, the company’s new Agentic RAG platform might be the spark investors have been watching for. Progress just unveiled this no-code, SaaS-based retrieval-augmented generation solution, designed to help businesses unlock trusted, verifiable generative AI from all corners of their data—whether text, video, or audio, in any language. With AI moving from promise to reality for mainstream...

At its September 3, 2025 annual general meeting, Under Armour shareholders voted against a proposal requesting additional reporting on the company's plans and resource commitments to reach its science-based emissions reduction targets. This decision draws attention to ongoing discussions around environmental transparency, highlighting how investor priorities and sustainability practices intersect in shaping corporate policies. We’ll explore how the shareholder vote on enhanced climate...

GXO Logistics recently opened a state-of-the-art automated distribution center in Dorsten, Germany, in partnership with Levi Strauss & Co, as part of a long-term European expansion initiative. This facility showcases GXO's focus on advanced automation and sustainable logistics solutions, supporting its ongoing growth strategy in key European markets. We'll review how GXO's new automated German facility and European expansion affect its investment narrative and outlook. The end of cancer?...

Earlier this month, Arista Networks announced major executive changes with Kenneth Duda becoming President and CTO, and Tyson Lamoreaux joining as Senior Vice President of Cloud and AI Networking, coinciding with amendments to company bylaws enabling multiple presidents and updated Delaware forum selections. These moves highlight Arista Networks’ effort to prioritize AI and cloud systems engineering, reflecting its increased ambition in next-generation networking technologies. We’ll explore...

Frontier Group Holdings recently presented at Morgan Stanley’s 13th Annual Laguna Conference, following an insider sale by the Senior Vice President of Customers and an analyst upgrade from Deutsche Bank, which was linked to anticipated benefits after Spirit Airlines’ bankruptcy and plans to launch 20 new routes. A unique aspect is that while discussions between Spirit and Frontier executives focused on Spirit’s recovery efforts post-bankruptcy, there were no acquisition talks, suggesting...

In recent days, Digi International launched its Digi XBee® for Wi-SUN® solution and unveiled a new IEC 60601-1 compliant Digi Connect® EZ 4 serial server for medical environments, targeting mission-critical IoT connectivity across healthcare, smart city, utility, and industrial applications. These product introductions highlight Digi's focus on expanding secure, recurring revenue offerings with advanced cloud management and deep integration into essential infrastructure sectors. We'll...

Earlier this month, a media investigation reported allegations of abuse and neglect at a GEO Group-operated immigrant detention center in Alexandria, Louisiana during the Trump administration, raising concerns about due process violations and inadequate conditions. This coverage has amplified existing scrutiny of GEO Group’s operational practices, intensifying questions about the company’s financial outlook and risk exposure. To assess the impact of this heightened reputational risk, we’ll...

Integral Ad Science Holding recently reported strong annual earnings per share growth from US$0.018 to US$0.34, accompanied by higher EBIT margins and increased revenues. Company leadership's significant insider ownership, holding US$14 million in shares, highlights robust management-shareholder alignment and commitment to long-term value creation. We'll now explore how this improved profitability and management alignment could influence Integral Ad Science Holding’s investment narrative...

Earlier this month, PayPal Holdings reported a 5% year-over-year revenue increase to US$8.29 billion for Q2 2025 and announced a major US$6 billion share repurchase program to accelerate buybacks, alongside growth in active accounts to 438 million. PayPal’s ongoing product diversification, highlighted by new offerings such as PayPal World and expanded crypto features, has strengthened core profitability and underpins management’s efforts to optimize long-term value for shareholders. We'll...

ATI Inc. has announced the upcoming retirement of Chief Financial Officer Don Newman in March 2026 and the addition of two accomplished aerospace executives, Elizabeth Lund and Jean Lydon-Rodgers, to its Board of Directors effective November 1, 2025. This infusion of deep aerospace expertise is expected to strengthen ATI’s leadership team and support the company’s ambitions in the aerospace and defense sectors. We'll examine how the board appointments of aerospace industry veterans could...

In recent days, Silicon Motion Technology expanded its SSD controller program engagements with PC OEMs while extending its eMMC/UFS controller offerings to smartphones, automotive, and IoT devices, and launched next-generation enterprise-class SSD controllers. A noteworthy aspect of this update is the company's commitment to enhancing gross margins by reducing manufacturing costs and streamlining research and development expenditures. We’ll explore how Silicon Motion’s manufacturing cost...

In July 2025, Airbus announced a partnership with Kratos Defense & Security Solutions to equip its Valkyrie drone with Airbus mission systems for the German Air Force, as part of broader efforts to make the XQ-58A Valkyrie combat-ready for Germany by 2029. This agreement, along with the anticipated expansion of Kratos’ Air Wolf tactical jet drone program and its new US$750 million Poseidon initiative, highlights Kratos’ rising international profile and potential for future multi-year defense...

Earlier this month, Archer Aviation successfully accomplished a 55-mile test flight with its Midnight eVTOL aircraft as it progresses toward FAA certification and commercialization in the U.S. and UAE. This technological milestone comes amid ongoing aircraft production, strengthened cash reserves of US$1.7 billion, and growing attention from both investors and critics. We'll explore how Archer Aviation's achievement in the Midnight aircraft's extended flight could influence its investment...

If you have been watching Aveanna Healthcare Holdings (AVAH) lately, you are probably wondering if now is the moment to take action. The stock has been catching investors’ eyes after climbing 16.9% in the past month and setting a fresh 52-week high. The trigger? Aveanna has consistently beaten earnings expectations over four consecutive quarters, most recently turning in an $0.18 per share profit versus a $0.04 consensus. That kind of outperformance is hard to ignore, and it is fueling some...

Earlier this month, Google Cloud announced an expanded collaboration with QUALCOMM to integrate its Automotive AI Agent, powered by Gemini models, into Snapdragon Digital Chassis solutions, while BMW confirmed plans to deploy QUALCOMM’s AI-enabled Snapdragon Ride Pilot automated driving system in its upcoming iX3 SUV. These partnerships highlight QUALCOMM’s growing influence in the automotive AI domain and underscore the increasing importance of advanced, personalized in-car technology...

Earlier this week, MACOM Technology Solutions announced the launch of a new chipset allowing PCIe and CXL connectivity to extend up to 100 meters over optical fiber, aimed at data centers and high-performance computing. This product directly targets the needs of disaggregated computing infrastructures, offering the potential to reduce latency, lower power consumption, and increase scalability for large data environments. We'll examine how MACOM's new optical chipset could impact its position...

If you’re watching Hillman Solutions (HLMN) after the latest earnings report, you’re probably wondering what the flurry of executive activity and financial gains could mean for its next move. The company recently posted a threefold jump in earnings per share, increasing from just $0.03 to $0.11 over the past year—a level of profitability that’s hard to ignore. In addition, the CFO personally bought nearly $1 million of stock, and the CEO’s pay remains modest compared to peers. For many...

In September 2025, Colgate-Palmolive’s board declared a quarterly cash dividend of US$0.52 per common share, payable to shareholders on November 14, 2025, and announced a US$200 million to US$300 million productivity initiative targeted at its long-term goals. This move underscores the company's efforts to balance shareholder returns with investments in operational efficiencies as it pursues its 2030 objectives. We will now assess how Colgate-Palmolive’s sizable productivity initiative may...