U.S. Hospitality Stock News

On September 2, 2025, Micron Technology presented at SEMICON India 2025 in New Delhi, where senior executives discussed business outlook and product developments including high bandwidth memory. A key insight from the event was management raising guidance and emphasizing strong, sold-out capacity for high bandwidth memory, reflecting robust AI-driven demand. We'll explore how Micron's upgraded outlook and confirmed HBM leadership could reshape the company's growth case and margin...

On August 20, 2025, Q2 Holdings announced that Open Payment Network became its first partner to integrate the Second Quarter Instant Payments Manager, allowing direct connectivity to major instant payment rails within Q2’s Digital Banking Platform. This partnership enables financial institutions to rapidly deploy comprehensive instant payment features, expanding their digital banking capabilities and streamlining user experience. We’ll assess how this integration, which aims to position Q2...

monday.com recently presented at the Gartner Digital Workplace Summit in Tokyo, where company executives shared updates on product growth and market expansion. Recent quarterly results featured strong revenue growth and record enterprise customer additions, reflecting momentum particularly in its CRM segment crossing US$100 million in annual recurring revenue. We’ll explore how monday.com's upbeat 2025 revenue guidance may shape its investment narrative and future growth prospects. AI is...

In August 2025, MARA Holdings, Inc. announced the establishment of its new European headquarters in Paris, France as part of its expansion into Europe. This move positions the company within the core of Europe’s energy sector, signaling increased ambition to play a major role in international energy innovation. We'll explore how MARA's decision to base its European headquarters in Paris could influence its evolving investment narrative and growth prospects. This technology could replace...

ADT Inc. ( NYSE:ADT ), might not be a large cap stock, but it saw its share price hover around a small range of US$8.11...

BILL Holdings recently reported its fourth quarter and full year 2025 earnings, issued new revenue guidance for fiscal 2026, completed its US$300 million share buyback program, and filed a US$257.3 million shelf registration for an ESOP-related offering. An important development is the combination of returning capital to shareholders through buybacks while also preparing additional equity issuance, highlighting both capital management and employee incentive priorities. We'll explore how BILL...

Pure Storage, Inc. recently announced its second quarter 2025 earnings, reporting revenue of US$861 million and net income of US$47.12 million, both higher than the same period last year, alongside an increase in earnings per share. Along with these results, management raised full-year revenue guidance and completed a share repurchase tranche, reflecting stronger business momentum and capital return to shareholders. We'll examine how the raised full-year revenue guidance following robust...

Tilray Medical, a division of Tilray Brands, recently launched three new EU-GMP certified medical cannabis strains in Germany under the Good Supply brand, available in both 15 g and 500 g formats for patients and pharmacies under the country's medical framework. This expansion leverages Tilray’s established logistics network in Germany and is tailored to the needs of one of Europe’s key medicinal cannabis markets. We’ll look at how Tilray’s broadened medical cannabis offerings in Germany...

Intuit reported fourth quarter and full-year 2025 financial results showing strong year-over-year growth in both revenue and net income, while also providing increased full-year earnings guidance and expanding its share repurchase authorization by US$3.2 billion. The company’s enhanced buyback plan, solid profitability, and confident forward guidance offer a clear signal of management's ongoing commitment to shareholder value and operational momentum. We’ll examine how Intuit’s raised...

On August 27, 2025, Power Solutions International announced a new cooperative agreement with HD Hyundai Infracore to market, develop, and distribute advanced Tier 4 and Euro Stage V diesel engines across North America, along with multi-fuel integration services for industrial applications. This collaboration enables Power Solutions International to offer industrial OEM customers a broader range of versatile engine solutions, including the ability to support multiple fuel types from a single...

On August 29, 2025, Klaviyo, Inc. announced that Chano Fernández, a current board member with extensive technology leadership credentials, was appointed as Interim Executive Officer effective September 1, 2025, stepping down from the Compensation Committee. This executive transition brings a leader with direct experience in scaling software platforms at Eightfold.ai and Workday, potentially influencing Klaviyo's operational priorities and innovation trajectory. We'll examine how Fernández's...

In late August 2025, Healthpeak Properties announced the appointment of Denis Sullivan as Managing Director of Lab Investments & San Diego Market Lead, alongside the promotion of Mike Dorris to Head of West Coast Development & Construction for Labs. These leadership changes emphasize Healthpeak’s sharpened focus on life sciences real estate, particularly in key innovation markets like San Diego, as the company aims to amplify its lab investment and development capabilities. We'll now explore...

On August 31, 2025, Freedom Holding Corp. announced a private placement to issue common shares, raising gross proceeds of US$89,000,000 with participation from institutional investors including BlackRock, State Street Corp., Grace Partners of DuPage L.P., and Geode Capital Management. This move highlights ongoing support and interest from major international investors, reflecting external confidence in Freedom Holding’s growth plans and capital strategy. We’ll explore how institutional...

Liquidia Corporation recently highlighted strong early adoption of its YUTREPIA therapy for pulmonary arterial hypertension, with over 900 unique patient prescriptions written and more than 550 patient starts as of August 8, 2025. This robust patient uptake led to increased revenue estimates for YUTREPIA for 2025 and 2026, well ahead of previous projections. We’ll explore how accelerating YUTREPIA adoption is shaping expectations for Liquidia’s future growth and its overall investment...

In late August 2025, ImmunityBio announced early results from a pilot study in recurrent glioblastoma showing that all five patients treated with its investigational immunotherapy regimen achieved disease control, with three responding and two displaying stable disease. This small cohort result is particularly eye-catching because glioblastoma is a challenging cancer with a very low five-year survival rate, especially among older adults. We'll explore how the enthusiasm generated by 100%...

Ubiquiti Inc. recently reported its earnings for the fourth quarter and full fiscal year ended June 30, 2025, posting robust financial results with sales reaching US$759.15 million for the quarter and US$2.57 billion for the year, and net income more than doubling from the prior year for both periods. Alongside the earnings announcement, Ubiquiti increased its quarterly cash dividend to US$0.80 per share and revealed a new US$500 million share repurchase program, underscoring a strong...

Sempra Infrastructure and EQT Corporation recently announced a 20-year agreement for EQT to purchase 2 million tonnes per annum of LNG from the Port Arthur LNG Phase 2 development in Texas, with the supply price linked to the Henry Hub index. This definitive LNG deal is a significant milestone for EQT's export ambitions, providing enhanced long-term revenue visibility and further supporting the company's shift toward international markets. We'll explore how this long-term LNG contract with...

In August 2025, Kohl's Corporation reported second-quarter results with net income and earnings per share rising year-over-year, despite lower sales and revenues compared to the previous year, and subsequently raised its full-year 2025 earnings guidance with anticipated sales declines of 5% to 6%. This combination of higher profits and improved earnings outlook, even as sales fall, highlights a focus on cost management and profitability over topline growth. We'll explore how Kohl's improved...

On August 27, 2025, Novavax announced that the U.S. FDA approved the Nuvaxovid 2025-2026 formula for COVID-19 prevention in adults 65 and older, as well as individuals aged 12-64 with underlying conditions that increase their risk of severe illness. This approval underscores the vaccine’s demonstrated broad immunity against a range of circulating JN.1 lineage COVID-19 strains, expanding Novavax’s reach in key high-risk populations. We'll assess how this regulatory milestone for Nuvaxovid's...

In August 2025, Calix introduced major upgrades to its ASM5001 Broadband Platform, integrating unified subscriber management, optical line terminal control, and remote line card support into a single, streamlined system for broadband service providers. This advancement is designed to optimize network efficiency and flexibility, helping providers reduce costs while efficiently scaling to meet surging broadband demand. By enabling broadband companies to consolidate infrastructure and automate...

On August 28, 2025, Redwire Corporation announced it was awarded a NASA indefinite-delivery/indefinite-quantity contract with a US$25 million ceiling over five years to provide biotechnology facilities, on-orbit operational support, and mission integration for the International Space Station, including an initial US$2.5 million task order for drug development with its PIL-BOX technology. This milestone highlights both NASA’s recognition of Redwire’s space biotechnology capabilities and the...

On August 27, 2025, Penguin Solutions, Inc. filed a shelf registration with US$148.93 million in common stock offered, totaling 6,096,103 shares. This shelf registration gives Penguin Solutions the ability to raise capital as needed, potentially affecting future shareholder dilution and signaling possible plans for upcoming investment or expansion. We'll explore how this significant fundraising flexibility could introduce new risks and opportunities to Penguin Solutions' investment...

Natera recently announced the activation of the ARCHER phase III trial in muscle-invasive bladder cancer, incorporating its Signatera molecular residual disease test as a secondary endpoint, alongside the launch of a proprietary AI foundation model platform designed to drive therapeutic development and clinical decision support. These moves highlight Natera's commitment to integrating advanced molecular diagnostics and artificial intelligence, potentially accelerating innovation and adoption...

Tuya Inc. recently reported second quarter 2025 results showing sales of US$80.13 million and net income of US$12.59 million, along with the announcement of a special cash dividend of US$0.054 per share payable in October. Alongside improved profitability versus last year, the special dividend highlights a focus on shareholder returns during a period of growth for the company. Given the company’s improved net income and special dividend announcement, we'll explore how these results may shape...