U.S. Industrials Stock News

If you have been weighing up what to do with Lam Research (LRCX) after their recent run, you are not alone. The company has sparked fresh excitement with a cross-licensing agreement alongside JSR Corporation, aiming to advance chipmaking through next-generation patterning and dry resist technologies. Not only that, Lam’s new VECTOR TEOS 3D deposition tool is tackling real pain points in the increasingly complex world of 3D chip packaging, a central challenge as AI and high-performance...

If you hold Simon Property Group stock, you’re probably already weighing what the recent leadership shakeup and Evercore ISI’s analyst downgrade mean for your portfolio. In just the last couple of weeks, Simon Property Group made headlines by promoting Eli Simon to Chief Operating Officer, signaling a fresh chapter in its operational strategy. At the same time, Evercore ISI shifted their view from Outperform to In Line after the company outperformed most retail real estate peers, even as it...

In recent weeks, Confluent, Inc. announced the appointment of Stephen Deasy as Chief Technology Officer and disclosed weaker financial results due to lower usage by a major AI-native customer, leading to a legal investigation by Bragar Eagel & Squire, P.C. These developments spotlight both a potential shift in product leadership and increasing scrutiny on Confluent’s business performance and client relationships. We'll now look at how the law firm investigation following reduced cloud usage...

Over the past year, Unity Software insiders, including Co-Founder and Independent Director David Helgason, have sold a significant amount of company stock, with no insider purchases reported and Helgason alone selling US$6.8 million worth of shares. This level of insider selling, particularly without any offsetting purchases, can sometimes be interpreted as insiders viewing shares as fully valued or potentially foreseeing challenges ahead. To assess how this insider selling trend may affect...

If you are following Asana (ASAN) and pondering your next move, recent headlines might give you pause. On one hand, the company just announced it will sublease a big chunk of its San Francisco headquarters, a decision tied to a hefty impairment charge in the range of $29 million to $32 million this quarter. On the other, Asana recruited Arnab Bose, a seasoned leader from Okta, to be its new Chief Product Officer. These moves together point to an interesting pivot, sharpening the focus on cost...

CrowdStrike Holdings (CRWD) has turned heads again, and it is no wonder investors are pausing to take a closer look. Even without a flashy headline event driving the recent movement, anytime a growth stock in cybersecurity starts to shift, the market takes notice. Those watching from the sidelines are left wondering: is this just noise, or a subtle signal worth digging into? Looking back, CrowdStrike's journey over the past year has been nothing short of dynamic. The shares have returned 66%...

ArcBest (ARCB) just turned heads with its move to boost its share buyback authorization to $125 million, a signal that typically resonates with investors looking for management’s take on future prospects. This bump in the buyback plan often points to confidence from leadership. After all, companies tend to repurchase stock when they believe it is undervalued or want to signal stability. With the market watching closely, such decisions can shift investor sentiment and potentially act as a...

Modine Manufacturing (MOD) just made some waves with the launch of its updated Computer Room Air Conditioners and Air Handlers, under the Airedale by Modine brand. This new lineup is tailored specifically for North American edge data centers, a sector currently buzzing with demand for energy-efficient and compact cooling. By introducing solutions that not only surpass Department of Energy standards but also support modular deployment and low-GWP refrigerants, Modine is signaling its intent to...

American Superconductor (AMSC) has been on investors’ radar after an impressive run, with shares climbing 186% over the past six months. The buzz is tied directly to its recent quarterly results, which underscored steady progress on both the top and bottom lines. For anyone watching momentum shifts and weighing what’s next, that kind of market response isn’t easy to ignore. It suggests investors are responding not just to growth, but also to a confidence in the company’s direction. Looking...

BridgeBio Pharma announced that its therapy encaleret achieved parathyroid hormone (PTH)-independent normalization of blood and urine calcium in post-surgical hypoparathyroidism patients, based on Phase 2 trial results presented at the 2025 ASBMR Annual Meeting. The data also revealed promising preclinical results for infigratinib in rare skeletal conditions, suggesting potential for future treatment options beyond the company's current commercial focus. We’ll examine how encouraging Phase...

The collaboration between Cummins (CMI), Komatsu, and Wabtec could be a turning point for investors tracking clean energy momentum in heavy industry. The three companies have agreed to jointly develop hybrid powertrains for massive haulage trucks used in mining, marking a clear step for decarbonizing one of the most energy-hungry sectors. For Cummins shareholders, this alliance stands out because it pushes hybrid solutions from promise to priority and elevates the company's role in what could...

If you’re watching Paychex (PAYX) this week, the new headline may have caught your attention: the company just announced a partnership to roll out Bill Pay, Powered by BILL, within its Paychex Flex platform. By combining payroll, HR, and accounts payable into one seamless experience, this move directly targets a real pain point for small and mid-sized businesses: juggling multiple financial processes and the ongoing need for automation. For investors, it’s a clear signal that Paychex is...

Earlier this month, Procter & Gamble announced a major restructuring plan to cut 7,000 jobs by mid-2027, primarily targeting nonmanufacturing roles outside its global factories, and disclosed that Shailesh Jejurikar will become CEO in January 2026. This shift comes as P&G aims to streamline operations in response to sluggish sales growth, with leadership changes signaling a renewed focus on cost savings and organizational agility. We will explore how this extensive workforce reduction and...

If you have been watching Booz Allen Hamilton Holding (BAH) lately, the company’s expanded partnership with SEEQC might have piqued your curiosity. The fresh collaboration, focused on ramping up the pace of quantum computer development and solving some of the sector's hardest problems, stands to reinforce Booz Allen’s long-term bet on advanced technology. For investors, this is the kind of news that can nudge decision-making in a new direction, especially if you are weighing Booz Allen’s...

In recent weeks, United States Antimony Corporation completed its reincorporation from Montana to Texas, filed a US$64.65 million shelf registration for an ESOP-related offering, and CEO Gary C. Evans presented at the 2025 Q3 Investor Summit Group Virtual Conference. This series of corporate actions signals a period of heightened company activity, legal framework transition, and possible shifts in capital and investor engagement. We'll examine how the shelf registration filing could...

So you are wondering what to do with TowneBank right now? You are definitely not alone. With all the chatter about bank valuations and changing investor sentiment, a closer look at TowneBank’s track record and current price action might help bring some clarity to your decision making. Over the past week, the stock saw a dip of 2.3%, adding to a 4.5% slide in the last month. Still, zoom out a bit and you will notice the year-to-date return sits at 5.7%, while the stock is up a healthy 6.7%...

Recently, analysts provided mixed commentary on Eagle Materials Inc., with one highlighting the company’s modernization initiatives and long-term prospects amid construction sector growth, while another cited short-term sector challenges and rising costs as reasons for caution. This divergence in analyst outlook underscores how Eagle Materials is navigating both opportunities from infrastructure investment and risks related to construction cycle volatility and input costs. To better...

If you have been watching Adobe (ADBE) lately and wondering whether it is the right time to make a move, you are not alone. The latest quarterly earnings just rolled in, and Adobe again managed to outpace Wall Street expectations, boosted by impressive revenue growth and yet another guidance increase for the full year. What really has people talking though is the company's major leap forward in AI, with fresh product launches aimed squarely at marketing automation and customer experience...

Earlier this month, WisdomTree, Inc. announced the launch of the WisdomTree Private Credit and Alternative Income Digital Fund, a tokenized offering available to both retail and institutional investors via the WisdomTree Prime and WisdomTree Connect platforms, designed to track the Gapstow Private Credit and Alternative Income Index. This fund leverages blockchain technology to provide greater access to private credit markets, marking a unique expansion in digital assets that aims to reach...

Open Text Corporation recently presented at Fal.Con 2025 in Las Vegas, with Product Marketing Manager Nik Earnest discussing advancements at the company. Following this, Open Text received a broker upgrade highlighting improved operational execution, successful acquisition synergies, and rising relevance from digital transformation trends. We’ll examine how this positive analyst commentary boosts the company’s investment narrative around cloud and AI-driven growth initiatives. We've found 18...

Udemy, Inc. announced in the past week that its Board of Directors has authorized a US$50 million share repurchase program and appointed a new Head of Content, Instructor & Creator Strategy. This buyback signals management's confidence in Udemy's longer-term growth potential and highlights the company's focus on strengthening its educational platform. We'll examine how the authorized share repurchase program may shape Udemy's investment narrative and its outlook for future growth. These 9...

DXC Technology (NYSE:DXC) just made headlines by wrapping up a major digital transformation project for Iberdrola, one of Europe’s leading energy providers. After years of work, DXC migrated Iberdrola’s most vital systems, including 180 terabytes of data and more than 30 million lines of code, to Microsoft’s Azure cloud. This win matters for DXC, as it showcases the company’s ability to handle demanding, highly regulated clients and deliver large-scale cloud migration services. For long-term...

If you hold or are watching Choice Hotels International (CHH), this week’s wave of announcements might be hard to ignore, or at least enough to spark another look at your portfolio allocation. CHH kicked off September by unveiling seven new Everhome Suites properties across the U.S. and, for the first time, opened a Radisson Blu in Argentina. Closely following these expansion moves, the company announced the appointment of Joshua Sloser as Chief Commercial Officer, hiring a veteran in...

Corpay (NYSE:CPAY) is back on the radar for investors after its latest round of financial disclosures. While there was no single headline-grabbing event or major announcement, the recent movement in the share price might be prompting shareholders and market watchers alike to dust off their valuation models and reassess the story. Sometimes, a quiet shift can reveal more about sentiment than a flurry of news, especially for a diversified financials company like Corpay. Looking at the bigger...