U.S. Healthtech Stock News

NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks Ties AI Security Growth To 5G And Industrial OT

Palo Alto Networks (NasdaqGS:PANW) announced new global partnerships focused on AI security at Mobile World Congress 2026. The company is working with Nokia, U Mobile, Aeris, and Celerway to secure sovereign AI, 5G, and IoT environments. Palo Alto Networks and Siemens introduced an industry-verified cybersecurity solution for industrial private 5G networks. The joint solution with Siemens is designed for real-time, AI-powered manufacturing settings. Palo Alto Networks, known for its focus...
NYSE:MTZ
NYSE:MTZConstruction

Is It Too Late To Consider MasTec (MTZ) After A 147% One-Year Rally?

If you are wondering whether MasTec's current share price still reflects good value after a strong run, you are not alone. This article is all about unpacking what that price might really imply. MasTec's stock last closed at US$285.61, after a 4.2% decline over the past week, a 21.3% gain over 30 days, a 25.5% gain year to date, and a 147.3% gain over the past year, with a 197.4% return over 3 years and 188.7% over 5 years. These moves have kept MasTec firmly on investors' radar, with recent...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk Weighs OpenAI Ad Opportunity As CEO Increases Shareholding

The Trade Desk (NasdaqGM:TTD) is reported to be in early partnership discussions with OpenAI to support ad sales for ChatGPT and related AI platforms. If agreed, the collaboration would focus on monetizing AI-driven audiences across conversational and generative AI products. CEO Jeff Green has made the largest insider share purchase in the company’s history, adding to his existing ownership stake. These developments highlight a potential new channel for digital ad demand alongside a clear...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions Mergers Target Video And 911 Growth While Valuation Stays Rich

Motorola Solutions (NYSE:MSI) is pursuing mergers and acquisitions to expand its portfolio. The company is focusing on growth areas such as video solutions and 911 center technologies. Management is looking to use its balance sheet and targeted R&D spending to support this M&A activity. Motorola Solutions, best known for mission critical communications and public safety technology, is leaning further into areas such as video security and 911 center software. These segments sit at the...
NYSE:CAT
NYSE:CATMachinery

Is It Too Late To Consider Caterpillar (CAT) After Its Near 100% One Year Surge?

Wondering if Caterpillar is still good value after a strong run in its share price, or if the opportunity has already passed you by? The stock last closed at US$680.90, with a 7 day return of an 8.3% decline, a 30 day return of a 1.6% decline, and longer term returns of 13.8% year to date and 97.1% over the past year, while the 3 year and 5 year returns are both a little over 200%. Recent coverage has highlighted Caterpillar's position as a key supplier of heavy equipment for infrastructure...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix (CRMD) Profitability Shift Tests Bullish Narratives After Sharp EPS Swing

CorMedix (CRMD) closed out FY 2025 with Q4 revenue of US$128.6 million and basic EPS of US$0.18, alongside trailing twelve month revenue of US$311.7 million and basic EPS of US$2.26, pointing to a very different earnings profile than a year ago. The company has seen quarterly revenue move from US$31.2 million in Q4 2024 to US$128.6 million in Q4 2025, while basic EPS shifted from US$0.22 in Q4 2024 to US$0.18 in the latest quarter and was loss making on a trailing basis as recently as Q3...
NYSE:U
NYSE:USoftware

Unity Roadmap And Ad Data Plans Weighed Against Depressed Valuation

Unity Software (NYSE:U) is preparing to outline its technology roadmap at the upcoming Game Developers Conference. The company plans to detail how it aims to use run-time data from games and apps to refine ad targeting. These product and monetization updates are positioned as key pieces of Unity's future business focus. For investors watching NYSE:U, this update comes as the stock trades around $19.85, with a year-to-date return showing a 55.1% decline and a one-year return showing a 17.9%...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

How Investors May Respond To Apple Hospitality REIT (APLE) Softer 2025 Earnings And Cautious 2026 Guidance

Apple Hospitality REIT, Inc. reported past fourth-quarter 2025 revenue of US$326.44 million and net income of US$29.62 million, alongside full-year 2025 revenue of US$1.41 billion and net income of US$175.36 million, and issued 2026 net income guidance of US$133 million to US$160 million. While full-year net income and earnings per share eased compared with the prior year, fourth-quarter earnings per share inched higher despite slightly lower sales, highlighting a degree of profitability...
NYSE:TUYA
NYSE:TUYASoftware

Tuya (TUYA) Uses AI Gains To Fund Dividend, But What Does This Signal About Growth?

Tuya Inc. has already reported its fourth-quarter and full-year 2025 results, with Q4 sales of US$84.49 million and net income of US$19.31 million, and declared a US$0.0605 per share cash dividend funded from its share premium account and surplus cash. The combination of steadily improving profitability, AI-powered offerings like the “Hey Tuya” assistant, and cash returns to shareholders underscores how the company is using its strong liquidity position of over US$1.00 billion to support...
NasdaqGM:III
NasdaqGM:IIIIT

Information Services Group (III) One Off Gain Shapes FY 2025 Profitability Narrative

Information Services Group (III) FY 2025 earnings snapshot Information Services Group (III) has wrapped up FY 2025 with fourth quarter revenue of US$61.2 million and basic EPS of US$0.05, while trailing 12 month revenue stood at US$244.7 million and basic EPS at US$0.19 on a reported basis. The company has seen quarterly revenue range between US$59.6 million and US$62.4 million over the past year, with basic EPS moving between US$0.03 and US$0.06, giving investors a clear view of how the top...
NYSE:MPC
NYSE:MPCOil and Gas

Is Marathon Petroleum (MPC) Still Attractive After A 64% One Year Share Price Rally

If you are wondering whether Marathon Petroleum at around US$221 per share is still reasonably priced or starting to look stretched, the key question is what you are getting for that tag. The stock has shown strong momentum recently, with returns of 11.6% over the last 7 days, 12.9% over 30 days, 34.0% year to date and 64.3% over the past year. This can change how investors think about both upside and risk. Recent news coverage has focused on Marathon Petroleum as one of the larger US energy...
NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

Is Penguin Solutions (PENG) Attractively Priced After Recent Share Price Weakness?

If you are wondering whether Penguin Solutions is attractively priced after a choppy few years, you are not alone. This article is aimed squarely at helping you make sense of what you are paying for. The share price closed at US$18.26, with a 12.1% decline over the last 7 days, a 1.2% gain over 30 days, a 10.0% year to date decline, a 0.1% 1 year decline and a 16.9% 3 year return, while the 5 year return sits at a 20.7% decline. Recent coverage has focused on how Penguin Solutions fits into...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Is Down 11.8% After Geopolitics-Driven Chip Sell-Off Despite Steady Long-Term Thesis

In recent days, KLA Corporation has been caught up in a global semiconductor sell-off sparked by geopolitical tensions in Iran, pressuring chip and equipment suppliers despite no new company-specific developments. At the same time, several analysts and ETFs have reaffirmed KLA’s role as a leading process-control and free-cash-flow generator ahead of its March 12 Investor Day, underscoring continued focus on its long-term model and market position rather than short-term volatility. Against...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is It Too Late To Reassess BWX Technologies (BWXT) After Its 98% One Year Surge?

If you are wondering whether BWX Technologies is still attractively priced after its strong run, you are not alone. This article will walk through what the current share price might imply about value. The stock recently closed at US$195.23, with returns of 7.4% year to date and 97.6% over the past year, after a 5.2% decline over the last 7 days and a 2.7% gain over the past month. Recent trading has been influenced by ongoing interest in companies linked to defense and nuclear technologies,...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Quantum Gains Tested As India Order Meets Volatile Share Price

Rigetti Computing reported record two qubit gate fidelities up to 99.9% on its prototype quantum platform. The company received an $8.4 million order from India's Center for Development of Advanced Computing for its 108 qubit quantum computer. Rigetti shared updates on its commercial deployment roadmap and chiplet architecture aimed at scaling future quantum systems. Rigetti Computing (NasdaqCM:RGTI) is working to turn technical progress into commercial traction, and this latest news is...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla’s AI And Robotics Pivot Tests Autopilot Safety And Labor Resilience

Tesla (NasdaqGS:TSLA) is advancing its AI and robotics plans, including a large scale push to deploy Optimus humanoid robots and the conversion of its Fremont factory for robotics focused production. Elon Musk has publicly outlined ambitions to reach artificial general intelligence and to move Optimus toward mass production timelines that would significantly expand Tesla's activities beyond vehicles. On the legal front, a federal judge declined Tesla's bid to overturn a large jury verdict...
NYSE:CQP
NYSE:CQPOil and Gas

A Look At Cheniere Energy Partners (CQP) Valuation After Strong 2025 Results And Stable Distribution Guidance

Earnings and distribution guidance draw fresh attention to Cheniere Energy Partners Cheniere Energy Partners (CQP) is back in focus after reporting full year 2025 results and issuing 2026 distribution guidance that keeps its base payout at US$3.10 per common unit. See our latest analysis for Cheniere Energy Partners. The latest earnings release and distribution guidance came after a strong run in the units, with a 30 day share price return of 8.08% and a 90 day share price return of 12.67%...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific Loan Fuels Risky Shift Toward AI And HPC Revenues

Core Scientific (NasdaqGS:CORZ) has secured a $500 million loan facility from Morgan Stanley. The facility is intended to support the company’s shift from Bitcoin mining to AI and high performance computing data center services. The financing has the potential to increase to $1 billion, expanding available capital for data center development. Core Scientific, trading at $14.86, is using this new funding to support a clear change in its business model. The stock has seen a 91.0% return over...
NasdaqCM:INDI
NasdaqCM:INDISemiconductor

A Look At Indie Semiconductor (INDI) Valuation After $150 Million Convertible Note Selloff

indie Semiconductor (INDI) is back in focus after announcing and completing a US$150 million convertible note offering. The share price then fell sharply as investors reacted to potential dilution and higher debt. See our latest analysis for indie Semiconductor. The financing news landed on a stock that was already under pressure, with a 7 day share price return of 29.23% and a 90 day share price return of 43.94%. The 1 year total shareholder return of 11.60% and 5 year total shareholder...
NYSE:NYT
NYSE:NYTMedia

Is It Too Late To Consider New York Times (NYT) After Strong Multi‑Year Share Gains?

If you have been wondering whether New York Times shares are priced attractively right now, this article walks through the numbers so you can judge the value for yourself. The stock last closed at US$80.44, with returns of 0.8% over 7 days, 18.9% over 30 days, 15.2% year to date, 65.5% over 1 year, 128.0% over 3 years and 66.9% over 5 years. This naturally raises questions about what is already reflected in the price. Recent news around the company has centered on its role as a major media...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Is Agilysys (AGYS) Turning POS Loyalty Integration Into a Defensible Hospitality Software Edge?

Agilysys recently announced that Winford Resort & Casino Manila in the Philippines has deployed its InfoGenesis POS to centralize food and beverage operations across 11 venues and link transactions in real time with the property’s Total Rewards System. This rollout highlights how tightly integrated point-of-sale and loyalty platforms can cut manual work, improve billing accuracy, and enhance the guest experience across a large resort footprint. Next, we’ll examine how this real-time POS and...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Job Cuts Reshape Costs Funding And Growth Narrative

Morgan Stanley (NYSE:MS) is cutting around 2,500 roles globally, or roughly 3% of its workforce. The reductions span investment banking, trading, wealth management, and investment management. The move is part of a wider cost-cutting and realignment effort touching all core business segments. The job cuts follow a period in which the firm reported record revenues. For you as an investor, this move highlights how a large, diversified bank like Morgan Stanley responds to shifts in client...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs SHIELD Win Highlights Defense Exposure And Valuation Trade Offs

Planet Labs PBC (NYSE:PL) secured a prime contractor position under the U.S. Missile Defense Agency's SHIELD IDIQ contract. The multiyear SHIELD program focuses on homeland defense and advanced sensing for critical U.S. security needs. This award expands Planet's role as a provider of satellite data and analytics to high security defense programs. Planet Labs operates a large fleet of Earth observation satellites that provide frequent imaging of the planet's surface, along with analytics...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

How Investors Are Reacting To ADMA Biologics (ADMA) Earnings Compression Amid Big 2026 Buyback Plan

In late February 2026, ADMA Biologics reported fourth-quarter 2025 sales of US$139.16 million and full-year 2025 sales of US$510.17 million, alongside lower year-on-year net income and earnings per share, while reiterating revenue guidance for 2026 and 2027 and announcing CFO and Treasurer succession from Brad Tade to Terry Kohler. ADMA also continued returning capital to shareholders through buybacks and a large 2026 repurchase initiative, signaling management’s confidence in its cash...