U.S. Electronic Equipment and Components Stock News

In late August 2025, Albertsons Companies announced the launch of a global technology and innovation center in Bengaluru, India, appointing Sunil Gopinath as CEO of its India operations and unveiling a new asset-based credit facility of US$4.0 billion maturing in 2030. The company's large-scale investment in digital transformation and technology leadership highlights an accelerated push to develop enterprise-grade data and AI capabilities through international expansion and leadership...

Talen Energy Corporation (NasdaqGS:TLN) was recently added to several major S&P indices, including the S&P 1000, S&P 400, S&P 400 Utilities, and S&P Composite 1500, following official announcements made in late August 2025. This series of index inclusions stands out because it typically triggers increased demand from passive investors and funds that track these indices, often influencing trading activity. With Talen Energy's entry into prominent S&P indices, we will assess what this broader...

On August 21, 2025, Purdys Chocolatier announced a new nationwide partnership with Block's Square, rolling out its point-of-sale and business operations technology across more than 80 retail locations in Canada. This client win reinforces Square's traction in the retail sector, showcasing broader demand for its integrated payment solutions and expanding hardware offerings. We'll examine how Purdys Chocolatier's adoption of Square could impact Block's long-term business positioning and sector...

Illumina recently reported its second quarter results, surpassing analysts’ revenue and EPS expectations despite a slight year-on-year revenue decline. An interesting point is that Illumina beat full-year EPS guidance, standing out among peers in the life sciences tools & services sector that also saw strong industry-wide performance. We’ll explore how Illumina’s ability to outperform on earnings guidance impacts its investment case and future growth outlook. The end of cancer? These 29...

GE Aerospace announced a joint development program with Axcelis Technologies to advance production-ready 6.5 to 10kV superjunction silicon carbide power devices on Axcelis’ Purion XEmax™ platform, supporting high-performance power switches for aerospace and emerging critical technologies. This collaboration brings together extensive SiC expertise and unique high-energy ion implantation capabilities, directly targeting applications in aerospace, AI, autonomous vehicles, and resilient power...

On August 26, 2025, Optiv announced it had rolled out CyberArk’s Workforce Identity Security solution to over 2,500 employees in under 30 days, replacing its previous single sign-on system with no disruption to critical business applications. This rapid organization-wide adoption by a long-term partner highlights CyberArk’s ability to deepen client relationships and expand the reach of its identity security platform. To explore how this rapid, enterprise-scale switch by a key client might...

On September 2, 2025, Performance Food Group Company announced that Sachem Head LP had submitted four nominees for election to the Board of Directors at the upcoming 2025 annual meeting, while also disclosing an upcoming executive retirement and consultancy arrangement for Craig H. Hoskins. Activist investor interest via board nominations often signals possible changes in company governance or strategy that can attract market attention and influence investor expectations. We’ll examine how...

Semtech Corporation recently reported second quarter results showing improved sales at US$257.6 million, a smaller net loss of US$27.1 million, and announced a new goodwill impairment charge of US$42.0 million, with updated earnings guidance for the third quarter now projecting net sales of US$266.0 million (+/- US$5.0 million). While Semtech indicated no new shares repurchased in its buyback program this past quarter, the company has now completed repurchasing over 19 million shares since...

In August 2025, Symbotic announced that the SEC concluded its investigation into alleged Rule 21F-17 violations and revenue restatements without recommending enforcement action, and also appointed Andy Ross, the current President and COO of Parker-Hannifin, to its Board of Directors. This resolution removes a major regulatory uncertainty for the company, while Ross’s appointment adds operational expertise to Symbotic’s leadership as it develops next-generation automation technologies. We’ll...

On August 28, 2025, VEON announced a special call to provide updates on Kyivstar’s strategic initiatives, financial performance, and market outlook for investors and stakeholders. This announcement suggests heightened attention on Kyivstar’s role within VEON, underscoring its significance as a growth and value driver for the wider group. We'll examine how investor anticipation around Kyivstar’s financial outlook and strategy may influence VEON’s overall investment case. AI is about to change...

On September 2, 2025, Amprius Technologies announced that Nordic Wing has selected its high-energy-density SiCore® cells for the ASTERO ISR unmanned aerial vehicle after successful qualification, producing a 90% increase in flight endurance without adding weight. This highlights Amprius' ability to deliver commercial battery solutions that materially enhance mission capabilities in defense and aviation sectors where reliability and endurance are crucial. We'll examine how Nordic Wing's...

CACI International Inc. announced it has been awarded two new contracts by the Canadian Armed Forces as part of phase two of the Counter Uncrewed Aircraft System (C-UAS) Urgent Operational Requirement, with a total value of approximately US$124 million and up to 10 years of support. This expanded agreement highlights CACI's growing role in providing modular, advanced counter-drone capabilities to international defense clients, reinforcing its position in addressing emerging security...

Phreesia recently launched VoiceAI, an AI-driven phone solution for healthcare organizations that leverages natural language processing and real-time workflow integration to improve patient call handling and streamline communication without increasing staff workload. This innovation highlights Phreesia’s commitment to automating routine healthcare interactions, aligning closely with the growing trend of digital transformation in patient engagement and administrative processes. We'll explore...

On August 24, 2025, United Therapeutics announced an amendment to its collaboration agreement with MannKind, broadening the partnership to cover an additional development product using MannKind’s Technosphere platform and triggering an upfront payment plus potential milestone and royalty revenues for MannKind. This expanded collaboration highlights external confidence in MannKind’s core inhaled drug delivery technology and secures new opportunities for diversified, platform-driven revenue...

On August 29, 2025, Celsius Holdings and PepsiCo announced an expanded long-term partnership, with Celsius acquiring the Rockstar Energy brand in the U.S. and Canada, while PepsiCo increased its stake in Celsius to 11% through a US$585 million investment and gained an additional board seat. This agreement positions Celsius Holdings as PepsiCo's lead energy drink partner in the U.S., integrating Alani Nu into PepsiCo’s distribution and expanding Celsius's portfolio and market reach. We'll...

The Buckle, Inc. recently announced a collaboration with rising country artist Lanie Gardner, naming the retailer as her exclusive outfitter for denim and apparel during her performances and public appearances, while also reporting strong second-quarter earnings growth and plans for additional new stores and remodels. This partnership links Buckle’s brand with a fast-growing musical talent and reflects ongoing efforts to connect with younger audiences through music and fashion, complementing...

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders would be excited to see that the share price has had a great month...

Coty Inc. recently reported its fourth quarter and full year 2025 results, with annual sales of US$5.89 billion and a net loss of US$367.9 million, alongside reaffirmed guidance anticipating a gradual improvement in sales for fiscal year 2026. A key insight is that while the company expects sales to remain negative in the first half of 2026 due to ongoing inventory and market headwinds, it projects a return to positive net revenue growth in the second half as these pressures ease and new...

Zscaler, Inc. recently reported its earnings results for the year ended July 31, 2025, with annual revenue reaching US$2.67 billion, up from US$2.17 billion a year earlier, and provided guidance projecting revenue of up to US$3.28 billion for the next fiscal year. An interesting point is that while Zscaler continued to report a net loss both for the quarter and the full year, the company still managed to narrow its loss per share and continues to forecast strong revenue growth into...

In the past week, Phillips 66 reported its strongest second quarter since 2018, achieving a 98% refining utilization rate, while a Superior Court of California ordered the company to pay US$195 million in exemplary damages related to an earlier legal case. Additionally, Phillips 66 has begun permanently shutting its Los Angeles-area refinery, a move that will significantly impact regional fuel supply and affect hundreds of workers by the end of this year. We'll examine how the California...

Magnite recently announced the rollout of Pause Ads across top streaming platforms such as DIRECTV, DISH Media, and Fubo, while also unveiling a new data integration partnership with Acxiom to enable streamlined sell-side data activation for advertisers. These moves underscore Magnite's ongoing push to innovate in CTV ad formats and strengthen data-driven targeting, positioning the company as a key enabler for advanced audience engagement in digital streaming environments. Let's examine how...

Erie Indemnity recently reported significant growth in direct and assumed written premiums, highlighted by an increase in average premium per policy and continued optimism in its guidance despite headwinds. Operational challenges, such as a cybersecurity incident and higher weather-related losses, tested the company's resilience but did not alter its expectation of ongoing growth. To explore what this means for Erie Indemnity’s investment narrative, we'll consider how resilient premium...

In August 2025, Flex Ltd.’s Mukachevo, Ukraine facility dedicated to consumer and lifestyle products was damaged in a missile strike, leading to the evacuation of all staff and the hospitalization of several employees and contractors. Despite representing only about 1% of Flex’s revenue, the incident underscores the company’s exposure to geopolitical events in its global operations and the activation of business continuity measures. We’ll now examine how the operational disruption and Flex’s...

On August 28, 2025, Build-A-Bear Workshop reported second-quarter financial results with year-over-year increases in revenue and earnings, raised its fiscal year 2025 earnings guidance, announced a higher target for new store openings, and completed a share repurchase tranche. These developments highlight the company's ability to not only drive profit growth but also accelerate expansion efforts through a mix of company-owned, partner-operated, and franchised locations. With the company...