U.S. Capital Markets Stock News

Tariff news and earnings put USA Rare Earth in focus USA Rare Earth (USAR) moved into the spotlight after President Donald Trump announced new tariffs on drone imports and components, a segment that uses rare earth magnets, along with fresh second quarter earnings and conference appearances. See our latest analysis for USA Rare Earth. For investors watching the bigger picture, USA Rare Earth's recent 7.47% 1 day and 15.54% 30 day share price returns come after tariff headlines, earnings, and...

Lumen Technologies’ early August 2026 earnings report showed second-quarter sales falling to US$2,805 million while quarterly net loss narrowed to US$201 million, with similar trends over the first half of the year. Alongside these results, Lumen added veteran operator John M. Hinshaw to its Board, reinforcing its focus on complex technology and transformation initiatives. Next, we’ll examine how the weaker sales but smaller losses might reshape Lumen’s investment narrative around digital...

After a strong 5 year run that has seen Apple return 111.7%, the current valuation picture looks less straightforward, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples look closer to fair. Apple’s 111.7% return over 5 years sets a high bar for future returns and means many investors are now focused on whether the current price already reflects much of that progress. New AI related efforts such as the Advanced Manufacturing Center...

NVIDIA's US$2b investment has pushed Marvell Technology (MRVL) firmly into the AI spotlight, as the two companies expand their partnership around data center infrastructure and memory solutions for large scale AI workloads. See our latest analysis for Marvell Technology. Marvell Technology’s recent AI product launches and conference appearances have coincided with strong momentum, with a 30 day share price return of 7.64%, a 90 day share price return of 25.51%, and a 1 year total shareholder...

Check Point Software Technologies stock has fallen 30.3% over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples currently point to the shares trading below what those models suggest. The 30.3% decline over the last 12 months raises the question of whether recent weakness has pushed Check Point Software Technologies into undervalued territory. Recent recognition as a Visionary Leader in Frost & Sullivan's 2026 Frost Radar report can...

Colgate-Palmolive (CL) recently closed at $91.95, drawing attention from investors reviewing its latest financial profile. The company reports revenue of $21.0b and net income of $2.0b, supported by annual revenue and net income growth figures. See our latest analysis for Colgate-Palmolive. Over the past year Colgate-Palmolive’s share price return has been positive, with an 18.36% year to date share price gain and a 10.79% total shareholder return over 12 months, suggesting momentum has been...

Ross Stores (ROST) is in focus after expectations for its upcoming second quarter fiscal 2026 earnings report pointed to year over year gains in revenue and earnings, with potential implications for near term stock moves. See our latest analysis for Ross Stores. Ross Stores’ share price has climbed from recent levels to close at US$245.36, with a 30 day share price return of 8.66% and year to date gain of 34.27%, alongside a 1 year total shareholder return of 68.49% that points to strong...

Earlier in August 2026, Take-Two Interactive reported first-quarter 2026 results showing modest year-on-year revenue growth to US$1,533.9 million but a wider net loss of US$34.1 million, and issued guidance for a second-quarter net loss alongside updated full-year 2027 forecasts calling for US$7.90 billion to US$8.10 billion in revenue and modest profitability. Management also reiterated its outlook for US$8.00 billion to US$8.20 billion in fiscal 2027 net bookings, leaning heavily on...

Lineage, Inc. has released its second-quarter and six-month 2026 results, showing sales of US$1,361 million and US$2,658 million respectively, alongside net losses of US$29 million for the quarter and US$75 million for the half-year, both larger than the prior-year periods. While revenue inched higher year on year, the sharp increase in net loss and loss per share highlights rising cost or margin pressures that investors are likely examining closely. We will now examine how the widening net...

PDF Solutions (PDFS) is back on investor radars after reporting second quarter 2026 results that showed higher revenue and net income year on year, alongside a reaffirmed 20% annual revenue growth target for 2026. See our latest analysis for PDF Solutions. The reaffirmed 2026 guidance and stronger first half earnings have come alongside building momentum in PDF Solutions' stock, with a year to date share price return of 72.25% and a 1 year total shareholder return of 163.05%. If the earnings...

Health Canada has cleared Moderna (MRNA) to begin a Phase I clinical trial of its mRNA Ebola vaccine targeting the Bundibugyo virus, giving investors another data point on the company’s expanding infectious disease pipeline. See our latest analysis for Moderna. Moderna’s US$63.32 share price has been volatile, with a 7.01% 7 day share price gain and a 29.12% 90 day share price return. The 125.98% 1 year total shareholder return contrasts with a weaker 3 and 5 year record. Recent regulatory...

In recent weeks, Wall Street analysts projected that Coty will post a quarterly loss with revenues falling year over year, and they have lowered consensus EPS estimates ahead of the upcoming earnings release. This reassessment, built on detailed segment and regional forecasts, highlights how sensitive Coty’s outlook is to even modest shifts in analyst expectations. Now, we’ll examine how these lowered EPS forecasts ahead of earnings may reshape Coty’s existing investment narrative and risk...

W.W. Grainger (GWW) has drawn fresh attention after second quarter 2026 results and updated guidance pointed to mid teens operating margins for the third quarter, with management highlighting the impact of tariff refund comparisons. See our latest analysis for W.W. Grainger. W.W. Grainger shares have had a strong year, with a year to date share price return of 31.76% and a 1 year total shareholder return of 37.49%. The 30 day share price return is down 3.56%, which suggests strong longer term...

Super Group (SGHC) (NYSE:SGHC) is back in focus after raising its full year 2026 earnings guidance and reporting stronger second quarter revenue and net income compared with the prior year period. See our latest analysis for Super Group (SGHC). At a latest share price of $13.30, Super Group (SGHC) has a year to date share price return of 14.26% and a 1 year total shareholder return of 19.84%, with a very large 3 year total shareholder return that points to long running positive momentum...

Why Performance Food Group Stock Is Back in Focus Performance Food Group (PFGC) is back on investors radar after reporting fourth quarter and full year results, alongside fresh fiscal 2027 sales guidance, that together give a clearer picture of its current trajectory. See our latest analysis for Performance Food Group. Performance Food Group shares closed at US$107.25 after the earnings release, with a 1 day share price return of 2.65%. Short term momentum has cooled with a 7 day share price...

Main Street Capital Corporation recently reported past Q2 2026 results showing revenue of US$149.57 million and net income of US$147.58 million, alongside Board approval of regular monthly dividends of US$0.265 per share for Q4 2026 and a US$0.30 per share supplemental cash dividend funded from undistributed taxable income. These developments highlight how Main Street Capital is pairing higher earnings per share with continued cash returns to shareholders, while also tapping the equity...

In August 2026, HII announced that its Mission Technologies division secured a US$2.20 billion STRINGRAI task order for U.S. Southern Command, while the Defense Innovation Unit confirmed successful completion of HII’s PRIME prototype featuring the Watcher small unmanned surface vessel based on the ROMULUS-25 platform. Together with new automation alliances in shipbuilding, these wins highlight how HII is expanding beyond traditional shipyards into higher-tech intelligence, autonomy, and...

TG Therapeutics recently reported past second-quarter 2026 results showing revenue of US$240.34 million versus US$141.15 million a year earlier, while net income decreased to US$7.78 million from US$28.19 million. Alongside this mixed profitability picture, the company raised its full-year 2026 total global revenue outlook to approximately US$950 million, highlighting management’s confidence in its commercial trajectory. We’ll now assess how stronger revenue trends and higher full-year...

ServiceNow (NOW) has been busy on several fronts, rolling out AI-driven cybersecurity products, deepening its healthcare partnerships, and bringing in a highly credentialed Chief Marketing Officer. For investors, this cluster of moves invites a closer look. See our latest analysis for ServiceNow. Recent announcements around Autonomous Security, healthcare AI partnerships and the new CMO come against a mixed trading backdrop. ServiceNow’s share price is up 18.4% over 30 days and 30.43% over 90...

WESCO International has delivered very strong share price returns over the past five years, and the current valuation screens suggest the stock may still trade below an estimate of its intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples. WESCO International has returned 239.3% over the past 5 years, which puts extra focus on whether the current price still leaves room for further value to be realised. The key support for the valuation can come from the...

Qualys (QLYS) is back in focus after second quarter results topped market expectations, supported by demand for its AI driven risk operations platform, the new InstaScan capability, and higher full year guidance. See our latest analysis for Qualys. The latest move in Qualys reflects a mixed near term reaction and strong recent momentum, with the share price down 5.02% over the last day but showing a 16.78% 30 day share price return and a 106.68% 90 day share price return, alongside a 44.06% 1...

Analyst sentiment around Belden (BDC) has turned more optimistic recently, with improved consensus earnings estimates and a stronger analyst ranking, which appears to be drawing fresh attention to the stock. See our latest analysis for Belden. Belden’s recent analyst upgrade comes after a strong run in the share price, with a 30-day share price return of 33.85% and a 3-year total shareholder return of 60.07%, which suggests momentum has been building around the current US$135.90 level. If you...

Chord Energy (CHRD) just paired strong second quarter earnings with higher oil production, fresh guidance, and an updated capital return plan, giving you several new data points to weigh the stock. See our latest analysis for Chord Energy. The latest Q2 update, dividend affirmation, and ongoing buybacks have arrived against a strong backdrop for Chord Energy, with the share price up 45.04% year to date, giving back 7.46% over 3 months, and delivering a 5 year total shareholder return of...

Tariffs were meant to raise cash for the government, yet rising trade fraud and tariff evasion now sit at the center of the story. That shift could reshape which U.S.-listed manufacturers benefit as stricter enforcement makes underpriced imports harder to sustain. This article walks through three stocks exposed to these trade and enforcement trends so you can decide how, or if, they fit into your watchlist. The three stocks covered below are just a starting sample, and the full screen...