U.S. General Merchandise and Department Stores Stock News

NVIDIA has worked with Japan’s Noetra Corp. to build a national Vera Rubin AI factory using 13,750 Vera CPUs and 27,500 Rubin GPUs, creating 140 megawatts of AI data center capacity to power Japan’s government-backed FRONTia physical AI project. This expansion, alongside the new Cosmos 3 Edge model for real-time robot vision on Jetson platforms, pushes NVIDIA deeper into sovereign AI and robotics infrastructure, broadening its role well beyond hyperscale cloud customers. We’ll now examine...

Uber Technologies (NYSE:UBER) agreed to acquire Delivery Hero in a transaction valued at US$14.8b. The deal covers Delivery Hero operations across 50 markets, significantly expanding Uber's global delivery reach. Uber plans to divest 14 overlapping markets as part of the transaction to address regulatory considerations. The combined platform is set to become the largest food delivery business outside China, spanning 99 markets. For investors tracking Uber Technologies, this deal represents...

Sify Technologies (NasdaqCM:SIFY) opened its Q1 2027 scorecard with revenue of ₹12,352 million and basic EPS of ₹0.90, alongside net income of ₹65 million, setting a clear marker against a current share price of $14.69. Over the past six reported quarters, revenue has moved from ₹9,699 million in Q4 2025 to ₹12,352 million in Q1 2027, while quarterly net results have swung from a loss of ₹577 million in Q4 2025 to a profit of ₹65 million in the latest quarter, framing a sharp contrast to the...

Amkor Technology has rewarded long term shareholders with a strong 5 year return, yet recent price swings and mixed commentary around valuation leave investors weighing how much upside is already reflected in the stock. Over the last 5 years, Amkor Technology has returned about 194.6%, which puts recent pullbacks in the context of a powerful longer term run. On the positive side, investors are focusing on growth potential from advanced packaging for AI and high performance computing. At the...

Korn Ferry was recently named a Global Leader in Everest Group’s 2026 Recruitment Process Outsourcing Services PEAK Matrix® Assessment, reflecting its integrated workforce solutions, consulting capabilities and recruitment technology across major markets including the U.S., UK and India. This recognition, alongside third‑party assessments suggesting the shares may be undervalued relative to industry peers, underscores how Korn Ferry’s RPO strength and broader advisory platform are drawing...

The latest monthly update from Liberty All-Star Equity Fund, which lists CDW (CDW) among its top 20 holdings, has drawn fresh attention to the IT solutions provider’s stock and recent performance metrics. See our latest analysis for CDW. CDW’s share price has moved to $134.34 with a 1-day share price return of 2.66% and a 30-day share price return of 3.27%, while its 1-year total shareholder return has declined 23.92%. This suggests that recent momentum contrasts with weaker longer term...

ACM Research (ACMR) is back in focus after its stock fell 7.01% in the latest session, as investors weighed expectations for weaker year over year earnings, higher anticipated revenue, and recent insider selling. See our latest analysis for ACM Research. The latest 7.01% one day share price decline sits against a strong backdrop for ACM Research, with a 90 day share price return of 92.02% and a 1 year total shareholder return of 210.05%. This suggests momentum has cooled recently after a very...

Kosmos Energy (KOS) drew fresh focus after a broad operational update highlighted new Jubilee wells in Ghana contributing materially to oil output and strong cargo activity from the Greater Tortue Ahmeyim LNG project. See our latest analysis for Kosmos Energy. Despite the upbeat operational news, Kosmos Energy’s share price has pulled back sharply in the short term, with a 1 month share price return of down 13.65% and a 3 month share price return of down 13.31%. At the same time, the year to...

Baxter International (BAX) is back in focus after a voluntary Class I recall of its Hillrom VOLARA System P.CIRCUIT KIT, highlighting operational and regulatory questions just as the company reshapes its financial reporting segments. See our latest analysis for Baxter International. The recall and segment reshuffle come after a period where Baxter International’s share price return has picked up in the short term, with a 30 day share price return of 14.13% and a 90 day share price return of...

Centene stock has delivered a strong 119.3% return over the past year, yet its valuation checks still lean on the cheap side, which raises questions about how much of the recent optimism is already in the price. Over the last 12 months, Centene has returned 119.3%, which puts recent buyers in a very different position from investors who held through earlier, weaker years. Renewed momentum in Medicaid contracts in Illinois can support confidence in future cash flows, while the decision to...

Bilibili recently wrapped up its BML2026 all-encompassing live ACGN concert, which was livestreamed to a peak audience of 45 million viewers and showcased leading anime-style game franchises such as Honkai: Star Rail, Azur Lane, and Genshin Impact. The strong audience response and analyst focus on upcoming game launches, AI-enhanced advertising, and broader platform engagement have reinforced Bilibili’s position at the intersection of China’s gaming and online entertainment ecosystems. We’ll...

Marathon Petroleum stock has delivered a very large 5 year return while its valuation checks are pulling in different directions, with a Discounted Cash Flow (DCF) estimate pointing to upside and market multiples suggesting the shares are priced richly. Over 5 years, Marathon Petroleum has returned about 5.5x an initial investment, which puts extra focus on whether the current share price already reflects the good news. Upcoming earnings expectations and the company’s scale as a leading U.S...

Raymond James has reinstated coverage of Extra Space Storage (EXR) with an Outperform rating, highlighting a stock trading below its historical valuation averages while the company reports improving fundamentals and extensive exposure to the self storage market. See our latest analysis for Extra Space Storage. Extra Space Storage’s recent share price move, including a 3.9% 1 day share price return and 14.8% year to date share price return to about $150, points to gradually building momentum,...

Honeywell International (NasdaqGS:HON) has launched a major community solar project in partnership with PowerBank Corp. The company has also been named a 5-star winner in Newsweek’s America’s Greatest Workplaces for Parents & Families 2026. These developments highlight Honeywell’s activity in clean energy projects and workplace support for caregivers. Honeywell International, a diversified industrial and technology company, is adding fresh attention to its profile with a new community solar...

Public Storage (NYSE:PSA) Chief Operating Officer Chris Sambar has resigned to join T-Mobile. Following his departure, operations leadership will report directly to the CEO on an interim basis. The transition highlights an important leadership shift for the self storage company. Public Storage, traded on the NYSE under the ticker PSA, is working through a senior leadership change while its stock trades at $324.5. The company has delivered a 25.6% return year to date and is up 19.2% over the...

PNC Financial Services Group (PNC) is back in focus after reporting second quarter 2026 results, with net interest income of US$4,107 million and net income of US$2,040 million, alongside higher earnings per share. See our latest analysis for PNC Financial Services Group. Against this backdrop of higher earnings, PNC Financial Services Group’s recent announcements on dividend increases, debt redemption and ongoing share repurchases have coincided with a 30 day share price return of 8.74% and...

Recent sector research points to strong projected growth in the global agricultural machinery components market, with CNH Industrial (NYSE:CNH) highlighted as a key supplier to aging fleets, expanding mechanization and precision farming adoption. See our latest analysis for CNH Industrial. CNH Industrial's recent sector tailwinds coincide with a 1-day share price return of 0.28% and year-to-date share price return of 13.37%. However, the 1-year total shareholder return is down 17.48%,...

Onto Innovation (ONTO) has drawn fresh attention after a sector wide rally lifted semiconductor equipment stocks, with investors reacting to its advanced node momentum, AI related demand and recent revenue outlook update. See our latest analysis for Onto Innovation. The latest pullback, with Onto Innovation’s share price down 10.9% over the past month and 3.2% over 90 days, comes after strong earlier gains. This left the year to date share price return at 69.8% and the 1 year total...

In recent weeks, International Flavors & Fragrances has faced ongoing business pressure, with shrinking revenue, softer demand in key markets, and thinner operating margins than broader benchmarks, prompting a sustained reassessment of its fundamentals by investors. At the same time, insider share purchases, the first share buyback program in six years, and new technologies like SENSORA highlight management’s push toward higher-margin, innovation-led growth even as the core business is...

Investor sentiment around O-I Glass (OI) has been shaped by upbeat demand headlines and anticipation for the upcoming Q2 2026 earnings release, even as some analysts recently trimmed expectations and adjusted their ratings. See our latest analysis for O-I Glass. At a share price of $9.60, O-I Glass has seen short term momentum pick up, with the 30 day share price return of 6.31% contrasting with a year to date share price decline of 36.68% and a 3 year total shareholder return decline of...

Bausch + Lomb recently launched its EyeGility preloaded inserter in the U.S. for enVista Aspire intraocular lenses, with availability for enVista Envy to follow, aiming to improve one-handed delivery, surgeon comfort and workflow in cataract procedures. Alongside this device rollout, the company is reallocating R&D toward a sustained-release implant for geographic atrophy and introducing its brand-agnostic Orphia AI platform, signaling a broader push into software-enabled and next-generation...

With a key Federal Reserve official arguing for “modestly” higher interest rates to tackle inflation that sits at 3.5% on consumer prices and 5.5% on wholesale costs, housing related stocks are back under the microscope. Higher borrowing costs can weigh on homebuyer budgets and reshape expectations for major homebuilders. This article focuses on how that backdrop might pressure three homebuilder stocks that appear exposed to the prospect of another rate hike later this year, possibly as soon...

With Dallas Fed President Lorie Logan arguing that interest rates may need to move modestly higher to tackle inflation stuck above the 2% target, the ground is shifting for banks and financial stocks. Higher rates can lift some revenue streams while also putting pressure on funding costs and valuations. To help you think through where the potential opportunities and risks might sit, this article looks at three large, financially healthy banking and financial stocks from our screener that...

Earlier this month, Gen Digital released its H1 2026 Threat Report, revealing rising scams that exploit trusted digital contexts like sessions, workflows, and brands, and highlighting agentic AI as an emerging security frontier. The report’s focus on attackers abusing permissions and trust granted to AI agents underscores both the evolving threat landscape and Gen Digital’s role in addressing these risks. We’ll now examine how Gen Digital’s emphasis on agentic AI vulnerabilities in its...