U.S. Electronic Equipment and Components Stock News

In the third quarter of 2025, Hong Kong-based Athos Capital acquired 2.5 million KE Holdings shares, a new US$47.5 million stake that became its largest disclosed holding at 29.8% of reportable assets. This sizable commitment by a specialist regional fund highlights investor confidence in KE Holdings’ profitability, expanding rental and existing-home businesses, strong cash position, and more than US$2.30 billion of cumulative share repurchases since 2022 despite a weak housing...

DexCom (DXCM) is in an awkward spotlight right now, with fresh class action lawsuits alleging it overstated the safety and reliability of its G6 and G7 devices, even as it just secured FDA clearance for its Smart Basal technology. See our latest analysis for DexCom. Investors seem torn between DexCom’s legal overhang and its growth story, with an 8.4% 1 month share price return but a 1 year total shareholder return of roughly negative 16%, suggesting fading longer term momentum despite recent...

Dyne Therapeutics (DYN) just added seasoned rare disease executive Vikram Karnani to its board, a move that lines up neatly with the company’s push toward commercialization and helps explain the renewed interest in the stock. See our latest analysis for Dyne Therapeutics. The appointment lands after a choppy stretch, with the share price returning 61.76% over the past 90 days but a 1 year total shareholder return of negative 15.10%. This suggests momentum is rebuilding as execution risk feels...

Harmonic (HLIT) just landed a meaningful showcase customer, as Czech Television moves its video streaming workflow onto Harmonic’s XOS Advanced Media Processor to gain tighter control, higher quality delivery and more inclusive viewing features. See our latest analysis for Harmonic. The deal lands at an interesting time for investors, with Harmonic’s share price at $9.97 and a 1 month share price return of 10.65 percent, contrasting with a weaker year to date share price return and softer 1...

Harley-Davidson recently closed all 629 US dealerships for 24 hours on Christmas Day, and is preparing a January 14, 2026 "Chapter 2" event to unveil its 2026 model lineup with mechanical and aesthetic updates. The upcoming "Chapter 2" reveal positions Harley-Davidson to showcase how refreshed models and design changes might support its longer-term brand and product transition efforts. Now we’ll explore how the planned "Chapter 2" 2026 model reveal could influence Harley-Davidson’s...

In the past quarter, law firms Hagens Berman and Robbins Geller Rudman & Dowd launched investigations into Ardent Health after its Q3 2025 disclosure of a US$97 million adverse accounting adjustment, including a US$54 million claims-related charge and a US$43 million reserve timing change. These probes center on whether Ardent’s leadership knew about weaknesses in revenue recognition and liability reserve controls before disclosing them, raising questions about the reliability of its...

Philip Morris International (NYSE:PM) just put income investors back in the spotlight, reaffirming its quarterly dividend at 1.47 dollars per share ahead of the December 26 ex dividend date and a closely watched FDA review for ZYN. See our latest analysis for Philip Morris International. The reaffirmed dividend, new credit facilities and looming FDA decision on ZYN are all feeding into sentiment, with Philip Morris International’s 34.3% year to date share price return pointing to building...

Mohawk Industries (MHK) just went through a rare index shuffle, getting dropped from the S&P 500 Equal Weighted Index but added to both the S&P 1000 and Russell Small Cap Value Index. See our latest analysis for Mohawk Industries. Those index moves come after a choppy stretch, with the share price at $110.03 and a weak 90 day share price return suggesting momentum has cooled, even though the three year total shareholder return remains solidly positive. If Mohawk’s shifting index profile has...

United States Antimony recently secured a five-year, sole-source contract with the U.S. Defense Logistics Agency worth up to US$245,000,000 for antimony metal ingots, alongside a separate five-year commercial supply agreement for antimony trioxide valued at up to US$106,700,000, and is expanding its Montana smelter capacity sixfold to support these commitments. Together with a new independent director appointment and increased ore preparation ahead of winter, these moves underline United...

Northern Trust Corporation recently announced several leadership changes, effective January 1, 2026, including appointing Clive Bellows and Guy Gibson as co-presidents of Asset Servicing, naming Melanie Pickett as chief transformation officer, and confirming the retirement of long-serving executive Teresa Parker. The creation of a firmwide chief transformation officer role, reporting directly to the CEO, signals a stronger internal push to accelerate innovation and adapt to evolving client...

Earlier this week, Amdocs reported earnings that narrowly beat backlog expectations but missed next-quarter EPS guidance, while unveiling new cloud migration and digital transformation deals with major telecom operators across North America, Europe, Latin America, and Asia. A key takeaway is Amdocs’ ability to win large, long-term modernization and generative AI projects even as near-term profitability guidance softens. We’ll now examine how these new cloud and generative AI transformation...

Upcoming earnings put Dow (DOW) under a cautious spotlight Market attention is turning to Dow (DOW) ahead of its January 29, 2026 earnings release, with Wall Street bracing for a year over year revenue decline and recently trimmed profit expectations. See our latest analysis for Dow. The share price has drifted lower over the year, with a year to date share price return of about negative 42 percent and a roughly negative 38 percent one year total shareholder return. This suggests sentiment...

On December 19, 2025, the FDA approved MYQORZO for obstructive hypertrophic cardiomyopathy, triggering Royalty Pharma’s 4.5% royalty on up to US$5.00 billion in sales and activating additional structured funding rights with Cytokinetics. This approval adds a fresh cardiovascular royalty stream and long-tail, 1.9x-repayment funding exposure, strengthening Royalty Pharma’s visibility on future cash flows. We’ll now examine how this newly activated MYQORZO royalty stream could reshape Royalty...

In December 2025, a group of eighteen student pilots filed a complaint against American Airlines, its Cadet Academy partner Coast Flight Training, and American Airlines Federal Credit Union, alleging false promises about training timelines, costs, and career outcomes, and seeking US$36.00 million in damages. The lawsuit also accuses American Airlines and its partners of systemic racial discrimination and “reverse redlining” in the Cadet Academy, raising fresh questions about the airline’s...

AT&T's board recently declared quarterly dividends on its 5.000% Series A and 4.750% Series C preferred stock, alongside a US$0.2775 common-share dividend, all payable on February 2, 2026 to holders of record as of January 12, 2026. Analyst commentary from Goldman Sachs and Morgan Stanley has drawn attention to AT&T’s expanding fiber network and plans for capital returns, reshaping how investors weigh its income profile against growth ambitions. We’ll now examine how the focus on fiber...

Denali Therapeutics (DNLI) just wrapped up a $200 million secondary offering, strengthening its cash position as it talks with the FDA about a potential priority review voucher that could speed key programs. See our latest analysis for Denali Therapeutics. The fresh capital raise comes after a choppy stretch, with a 90 day share price return of 26.51 percent but a 1 year total shareholder return of negative 18.79 percent, suggesting momentum is rebuilding from a lower base. If this financing...

CorMedix (CRMD) has quietly put together an impressive run, with the stock up about 48% this year and more than tripling over the past 3 years, grabbing investors' attention again. See our latest analysis for CorMedix. That strength has not been a one off move, with a 30 day share price return of about 24% and a three year total shareholder return above 220% pointing to clear positive momentum. If CorMedix is on your radar, this could also be a good moment to explore other healthcare names...

Liquidia (LQDA) is back in focus after analysts reiterated a positive stance following the latest quarterly update, pointing to solid year over year revenue growth and the ongoing YUTREPIA patent dispute as key drivers of investor attention. See our latest analysis for Liquidia. The reaffirmed bullish views seem to be feeding into a powerful trend, with Liquidia’s share price up 19.82 percent over the past month and a striking 195.79 percent year to date on a share price return basis. Its...

In December 2025, Badger Meter, Inc. announced a broad reshuffle of its senior leadership effective January 1, 2026, including moving long-serving CFO Robert A. Wrocklage to lead the North America Municipal Utility segment and promoting Daniel R. Weltzien to Chief Financial Officer and Treasurer. The reorganization consolidates financial leadership and separates North American utility operations from SaaS, global commercial, and international utility responsibilities, signaling a clearer...

Earlier this week, BellRing Brands reported revenue growth of 16.6% year on year, beating analysts’ expectations by 2.3% but missing its full-year EBITDA guidance and gross margin estimates. The company credited the strong top-line performance to expanding household penetration, broader retail distribution, and successful innovation, highlighting how demand drivers are gaining momentum even as profitability lags. We’ll now examine how BellRing’s strong revenue beat but weaker margins may...

XPO, Inc. announced that Executive Chairman Brad Jacobs stepped down from the board on December 31, 2025, moving to a Special Advisor role through June 30, 2026, while CEO Mario Harik assumed the additional position of Chairman. This consolidation of leadership occurs as XPO contends with falling sales, compressed gross margins, and weaker free cash flow, raising questions about execution under a more centralized governance structure. We’ll now examine how Mario Harik’s expanded role as both...

BofA Securities’ recent upgrade of Schrödinger (SDGR), alongside KeyBanc’s reiterated positive stance, centers on one big shift: the company is leaning harder into its higher margin software business and away from cash hungry drug programs. See our latest analysis for Schrödinger. The market seems to be cautiously warming to that story, with a 7 day share price return of 5.63% and a 30 day share price return of 7.42%. However, the year to date share price return remains negative and long term...

Why S&P Global Is Back on Investor Radar S&P Global (SPGI) has quietly added roughly 7% over the past month, outpacing the broader market and nudging back toward its highs as demand for data, indices, and ratings keeps building. See our latest analysis for S&P Global. That recent 7.5% 1 month share price return has added to a steadier climb over the year. A robust 3 year total shareholder return of around 64% shows longer term momentum is still very much intact. If this kind of steady...

Post Holdings, Inc. previously proposed amended and restated Articles of Incorporation for approval at its January 29, 2026 annual shareholders’ meeting, while also issuing US$1.30 billion of 6.50% senior notes due 2036 to redeem US$1.24 billion of 5.50% notes due 2029 and launching a new US$500 million share repurchase program. These moves came alongside a quarter where revenue grew to US$2.25 billion with an earnings beat but a sharp gross margin shortfall, highlighting how stronger sales...