U.S. Industrials Stock News

Anthropic has released a new agentic AI product that is sparking concerns about the long term future of traditional SaaS business models. The launch is influencing sentiment across software stocks, including Intuit (NasdaqGS:INTU), as investors reassess how AI agents could change software usage and pricing. Intuit is responding by speeding up AI features in TurboTax, QuickBooks, and Credit Karma, and partnering with fintechs such as Affirm and Checkr to broaden its product offering. For...

Why Church & Dwight is on investors’ radar today Church & Dwight (CHD) has drawn fresh attention after recent trading left the stock around $100.53, with short term returns ranging from roughly flat over the past day to gains in the past month. See our latest analysis for Church & Dwight. The recent 17.2% one-month share price return and 21.65% year-to-date share price return suggest momentum has picked up, even though the one-year total shareholder return is slightly negative at 2.63%, with...

Amazon.com (NasdaqGS:AMZN) has outlined a planned $200b capital expenditure program for 2026 focused on artificial intelligence, custom chips, and infrastructure. The company is pairing this plan with major layoffs and deeper semiconductor partnerships, including with STMicroelectronics. Amazon is also expanding AI driven healthcare and supply chain automation efforts through new global collaborations. Amazon.com (NasdaqGS:AMZN), trading at $210.32, is signaling a large shift toward AI and...

The latest releases from Anthropic and OpenAI, featuring more capable autonomous AI agents, have revived fears that tools like JFrog (FROG) could be compressed into generic model features and could pressure traditional software licensing economics. See our latest analysis for JFrog. Against this backdrop, JFrog’s share price has retreated recently, with a 7 day share price return of 13.56% and a 30 day share price return of a 19.03% decline. However, the 1 year total shareholder return of...

Why AT&T’s AWS and Amazon Leo alliance matters for shareholders AT&T (T) is back in focus after detailing new work with Amazon Web Services and Amazon Leo to modernize U.S. connectivity and extend broadband reach, alongside an earnings update that exceeded analyst expectations. See our latest analysis for AT&T. The AWS and Amazon Leo news lands after a busy few weeks for AT&T, including a fourth quarter earnings update, fresh bond issues and continued share buybacks. The share price is...

Newmont is pressing Barrick Mining to improve performance at their shared Nevada joint venture. The company is signaling it may use its rights within the partnership to delay or block Barrick’s planned IPO of the Nevada assets. The dispute centers on how the joint venture is managed and valued, with implications for both partners’ future plans. For investors watching Newmont (NYSE:NEM), this standoff highlights how much influence the company holds over key shared assets. Newmont shares last...

If you are wondering whether monday.com at around US$98 a share is starting to look interesting, you are not alone in asking what you are really paying for today. The stock has seen sharp moves recently, with a 13.1% decline over the last 7 days, 33.8% over 30 days, 31.7% year to date and 70.0% over the past year. This changes how many investors might view its risk and potential reward. These price moves have come as monday.com continues to sit in the spotlight of work management and...

Oracle (NYSE:ORCL) has completed a record multi billion dollar bond issuance to fund large scale investments in cloud and artificial intelligence infrastructure. The company plans to use the proceeds to support workloads for clients such as OpenAI, AMD, Meta, and others. Oracle’s Health Clinical AI Agent is being rolled out across a consortium of Canadian hospitals to streamline clinical documentation. The Canadian deployment represents a real world test of Oracle’s healthcare AI tools...

Event context and recent stock performance Cogent Communications Holdings (CCOI) has come back onto investors’ radar following its recent share price moves, with the stock up about 6% over the past month and 18% in the past 3 months. See our latest analysis for Cogent Communications Holdings. At the latest share price of $24.29, Cogent’s recent gains, including a 30 day share price return of 5.88% and a 90 day share price return of 17.80%, sit against a 1 year total shareholder return...

Cytokinetics stock overview Cytokinetics (CYTK) has drawn fresh attention after recent share price moves, prompting investors to reassess how its late stage muscle focused drug pipeline and current financial profile line up with their risk appetite. See our latest analysis for Cytokinetics. At a share price of $62.34, Cytokinetics has seen a 3.49% 1 day share price return but softer recent momentum, with a 90 day share price return decline of 6.26%. However, the 1 year total shareholder...

In early February 2026, Datadog drew attention as analysts highlighted strong demand for its observability platform amid macro uncertainty and tighter enterprise IT budgets. At the same time, fresh concerns emerged that new AI models from Anthropic and OpenAI could eventually displace traditional monitoring software, raising questions about how resilient Datadog’s business model may be to AI-driven automation. Next, we’ll examine how rising fears that AI agents could replace traditional...

QCR Holdings, Inc. recently reported full-year 2025 results showing higher net interest income of US$255.22 million and net income of US$127.19 million, alongside increased earnings per share from continuing operations versus 2024. The company also maintained stable quarterly net charge-offs of US$4.2 million and completed a share repurchase of 149,456 shares for US$11.6 million, signaling management’s ongoing focus on asset quality and capital return. Next, we’ll examine how QCR Holdings’...

Alphabet, ticker NasdaqGS:GOOGL, is raising about US$15b through a bond sale tied to capital spending on AI infrastructure. The company has agreed two long term deals to source 1 gigawatt of solar power in Texas for its AI data centers. These moves link financing and energy sourcing to the build out of hyperscale infrastructure for AI workloads. Alphabet, the parent of Google and YouTube, operates at the center of cloud computing, online advertising and AI deployment. As AI models get...

Ralph Lauren Corporation recently reported stronger holiday-quarter results, raised its full-year 2026 revenue and operating-margin guidance, and completed a multi-year US$3.10 billion share repurchase program covering 34.63% of its shares. The company’s performance was underpinned by robust full-price selling, an 18% increase in average unit retail across direct-to-consumer channels, and rapid expansion in key cities including in China. We’ll now examine how Ralph Lauren’s upgraded...

Ciena (NYSE:CIEN) has been added to several flagship S&P indices, including the S&P 500 and S&P Global 1200. The index changes reflect a shift in Ciena's market profile and are tied to recent updates in index compositions. Alongside the index additions, Ciena recently announced high impact network deployments for major clients in Europe and the Asia Pacific region. Ciena is a networking systems, services, and software company, with a focus on high capacity optical and IP infrastructure that...

If you are wondering whether Bio-Techne is attractively priced or just fairly valued right now, you are in the right place to put some structure around that question. Bio-Techne's share price last closed at US$66.78, with returns of 2.3% over 7 days, 1.6% over 30 days, 12.0% year to date, but a 3.9% decline over 1 year, a 12.2% decline over 3 years and a 31.7% decline over 5 years. Recent attention on the stock has been shaped by ongoing interest in life sciences tools companies and how...

Salesforce (NYSE:CRM) secured a US$5.6b, 10 year contract with the U.S. Army to modernize its digital infrastructure. The company is joining Lockheed Martin, PG&E, and Wells Fargo in EMBERPOINT LLC to deploy AI driven wildfire safety and prevention solutions. Both moves expand Salesforce's footprint in public sector cloud and real world, AI powered risk management and disaster response. For you as an investor, these two developments sit at the core of what Salesforce sells: customer data,...

Major tech companies, led by Microsoft, plan around $650b of AI infrastructure capital spending in 2026. Microsoft is advancing its own Maia 200 AI accelerator chip while expanding AI partnerships across cloud, security, utilities, and workplace management. The scale and mix of this AI build out are reshaping how enterprises buy and use technology platforms and services. Microsoft, ticker NasdaqGS:MSFT, is taking a central role in this AI build out while its share price sits at $401.14. The...

In January 2026, Xcel Energy signed a memorandum of understanding with a NextEra Energy subsidiary to co-develop generation, storage and transmission projects aimed at serving large power users such as data centers across Xcel’s service territories through the 2030s. This agreement highlights how digital infrastructure demand is increasingly shaping utility planning, with NextEra positioned as a key partner in enabling grid upgrades for large-load customers. Next, we’ll examine how this...

Ameresco (AMRC) is back on radar after a sharp 16.1% gain in the latest session, putting fresh attention on how its energy solutions business, revenue profile, and recent returns stack up for interested investors. See our latest analysis for Ameresco. That 16.1% 1 day share price jump to US$30.92 stands out against a softer 90 day share price return of 13.9% and a flat year to date move. The 1 year total shareholder return of 49.16% also contrasts with weaker 3 and 5 year total shareholder...

Netflix, ticker NasdaqGS:NFLX, is under an expanded US Department of Justice antitrust investigation tied to its proposed $82.7b acquisition of Warner Bros. Discovery. The probe now covers both the merger and Netflix's broader business practices, with Senate and regulatory hearings putting the deal and the company under intense public scrutiny. This review comes as Netflix trades at $82.2, with the stock showing a 136.6% return over 3 years, a 47.7% return over 5 years, and an 18.9% decline...

Event-driven snapshot of Aktis Oncology Aktis Oncology (AKTS) has drawn investor attention after recent trading, with the stock closing at US$18.98 and showing negative returns over the past week, month and year to date. See our latest analysis for Aktis Oncology. The recent 1 day share price return of a 3.01% decline, alongside 7 day and year to date share price returns of 13.65% and 15.27% declines, points to fading short term momentum after earlier optimism. Current moves likely reflect...

In early February 2026, Disney’s board named long-time parks chief Josh D’Amaro as the next CEO and elevated Dana Walden to President and Chief Creative Officer, while Chase and Disney introduced the Disney Inspire Visa Card with new rewards tied to theme parks, cruises and streaming services. Together, these moves highlight how Disney is leaning on its Experiences segment and direct-to-consumer ecosystem to deepen guest engagement across parks, cruises, content and payments. We’ll now...

Eli Lilly (NYSE:LLY) agreed to acquire Orna Therapeutics in a deal valued at up to US$2.4b. The transaction focuses on circular RNA based cell therapies for autoimmune diseases and cancer. Lilly also entered a major collaboration with Innovent Biologics to develop and commercialize oncology and immunology drugs globally. Innovent is eligible for milestone payments tied to development, regulatory, and commercial progress. Eli Lilly, best known recently for its obesity and diabetes portfolio,...