U.S. Industrials Stock News

Key business profile and recent return snapshot MercadoLibre (MELI) has drawn fresh attention after its recent trading performance, with the stock showing mixed moves over the past week and month, while longer term returns remain meaningfully different from short term swings. At a last close of US$2,034.82, MercadoLibre sits after a 1 day return of about a 2% decline and a past week move of roughly a 2% decline, compared with a gain of about 2% over the past month and a 3% rise year to...

What General Motors stock performance tells you right now General Motors (GM) has drawn attention after a period where the share price shows a 4% decline over the past month but a 16% gain over the past 3 months, raising fresh questions about current valuation. See our latest analysis for General Motors. At a current share price of $77.81, GM has seen a 5.51% 30 day share price decline and a 15.60% 90 day share price return. Its 1 year total shareholder return of 45.88% and 3 year total...

IonQ (NYSE:IONQ) appointed national security leader Katie Arrington as Chief Information Officer. The company advanced Leslie Kershaw to Chief Information Security Officer, expanding its cyber leadership bench. These moves highlight IonQ's focus on securing quantum computing infrastructure and sensitive customer data. IonQ, a pure play quantum computing company listed on the NYSE under ticker IONQ, is building systems that aim to serve both commercial clients and government agencies. As...

Recent share performance and valuation snapshot Without a clear news catalyst today, attention on First Solar (FSLR) has centered on how its recent share performance compares with measures of estimated value, including an indicated intrinsic discount of about 21%. See our latest analysis for First Solar. Recent share price moves look mixed, with the 1 month share price return of a 9.32% decline contrasting with a 90 day share price return of 8.39% and a 1 year total shareholder return of...

What Airedale’s data center update could mean for Modine Manufacturing (MOD) Modine Manufacturing (MOD) just spotlighted new Airedale data center cooling solutions built for higher temperature, higher heat density environments, a timely development as operators look to manage energy use and Power Usage Effectiveness more tightly. See our latest analysis for Modine Manufacturing. The latest Airedale data center update lands as Modine’s share price has been choppy, with a 7.31% 7 day share...

10x Genomics (NasdaqGS:TXG) has announced new collaborations with Brigham & Women's Hospital, Dana-Farber Cancer Institute, the Cancer Research Institute, and CareDx. The partners plan to use single cell and spatial genomics across autoimmune disease, cancer, immuno oncology, and transplant research. The initiatives include building a CLIA certified lab and creating large scale datasets that integrate advanced AI for potential clinical use. For investors tracking NasdaqGS:TXG, these...

Coinbase Global (NasdaqGS:COIN) has backed Bermuda’s plan to become the first fully on chain national economy. The company has also withdrawn its support for the CLARITY Act, citing concerns for decentralized finance and tokenized stock trading. These moves highlight Coinbase’s focus on national level blockchain adoption and open, permissionless crypto markets. For investors watching NasdaqGS:COIN at a share price of $227.73, this news adds a policy and infrastructure angle to a stock that...

NVIDIA (NVDA) stock is back in focus after suppliers reportedly halted production of H200 components when Chinese customs blocked shipments into the country, freezing a pipeline that included more than 1 million potential orders. See our latest analysis for NVIDIA. The renewed uncertainty around H200 shipments into China comes after a series of positive partner announcements across data center, healthcare and gaming. It has coincided with a softer short term patch, with a 1 day share price...

If you are wondering whether Kinsale Capital Group is priced attractively today, the key question is how its current share price lines up with what the business might reasonably be worth. The stock recently closed at US$405.12, with returns of 6.3% over the last 7 days, 1.5% over 30 days, 3.2% year to date, a 7.6% decline over 1 year, and gains of 48.1% over 3 years and 115.8% over 5 years. Recent coverage has focused on Kinsale's position within the US insurance sector and investor interest...

U.S. Bancorp (USB) just posted another solid update, with third quarter FY 2025 revenue at US$6.7b and EPS at US$1.22, giving investors a clear look at the bank's current earnings power. Over recent quarters, revenue has moved from US$6.3b in Q3 FY 2024 to US$6.4b in Q4 FY 2024 and then to US$6.7b in Q3 FY 2025, while quarterly EPS has ranged from about US$1.01 to US$1.22 across that same stretch. With net income holding in the US$1.6b to US$1.9b range and profitability supported by metrics...

Beyond Meat (NasdaqGS:BYND) has launched Beyond Immerse, a new plant based protein beverage line, marking its entry into the drinkable protein category. The company is rolling out new products across 2,000 Walmart stores, widening its retail footprint beyond its core meat alternatives. Alongside the product moves, Beyond Meat has undertaken financial restructuring that includes a debt swap and shareholder dilution. For investors watching NasdaqGS:BYND, these developments come after a very...

KeyCorp (KEY) just posted another solid quarter, with Q3 FY 2025 revenue at US$1,779 million and basic EPS of US$0.41, while trailing twelve month revenue sat at US$5,934 million and EPS at US$0.87. Over the past few reporting periods, revenue has moved from US$816 million in Q4 2024 to US$1,646 million in Q1 2025, US$1,693 million in Q2 2025 and now US$1,779 million in Q3 2025. Quarterly EPS has shifted from a loss of US$0.28 in Q4 2024 to US$0.34, US$0.35 and US$0.41 respectively. With that...

Navitas Semiconductor (NVTS) is back in the spotlight after CEO Chris Allexandre’s scheduled presentation at the 28th Annual Needham Growth Conference on January 14, 2026, which is drawing fresh attention to its AI data center ambitions. See our latest analysis for Navitas Semiconductor. The recent 9.1% 1 day share price return and 39.7% 30 day share price return suggest momentum is rebuilding after a 19.8% 90 day decline. The 206.5% 1 year total shareholder return points to a much stronger...

IBM launched IBM Enterprise Advantage, a new offering focused on enterprise AI adoption and governance. The company announced a collaboration with e& to deploy one of the region's first enterprise-grade agentic AI governance solutions. IBM also worked on GRAMMY IQ, applying its AI capabilities to fan engagement in entertainment. International Business Machines (NYSE:IBM) is leaning further into enterprise AI with products and partnerships that aim to embed AI into core business and...

Adobe (ADBE) is back in focus after Inspired Thinking Group said it will plug Adobe Firefly’s generative AI into its Storyteq content marketing platform, pairing Firefly with ITG’s Halo Intelligence for AI driven content workflows. See our latest analysis for Adobe. Despite Adobe’s push to embed Firefly into real world workflows like ITG’s Storyteq platform, sentiment has stayed cautious, with a 30 day share price return of 18.4% and a 1 year total shareholder return decline of 33.5%,...

Accenture (NYSE:ACN) subsidiary BOSLAN has been selected by ScottishPower Renewables to supervise key aspects of the East Anglia TWO offshore wind farm project. Accenture announced the integration of Faculty's AI team into the firm, with Faculty CEO Marc Warner set to become Accenture's chief technology officer. For you as an investor, these two updates sit at the intersection of digital services and energy transition work, which are central to Accenture's consulting and technology...

UnitedHealth Group (UNH) is back in the spotlight after a U.S. Senate committee alleged aggressive Medicare Advantage risk adjustment practices, while President Donald Trump’s healthcare reform proposal targets insurance brokers and other middlemen. See our latest analysis for UnitedHealth Group. At a share price of $338.43, UnitedHealth Group has seen a 1-day share price return of 2.24% and a 30-day share price return of 3.36%. However, its 1-year total shareholder return of 33.95% decline...

Strategy Inc. (NasdaqGS:MSTR) acquired 22,305 Bitcoin for US$2.13b, its largest purchase in over a year. The company now holds more than 700,000 BTC, reinforcing its focus on a Bitcoin centric treasury model. The purchase was funded through equity and preferred stock issuance, adding to existing shareholder dilution. Large asset managers, including Vanguard and BlackRock, have increased exposure to Strategy equity and preferred securities. State pension funds such as LASERS reported new...

In recent months, Carrier Global has attracted increased attention as insiders, including Chairman and CEO David L. Gitlin, bought shares while major institutions such as PineStone Asset Management and UBS Asset Management expanded their holdings. Analysts have also updated their views and ratings, and the company previously announced plans to report its fourth quarter 2025 results on February 5, 2026. This combination of insider confidence, growing institutional ownership and active analyst...

Apple (NasdaqGS:AAPL) faces a potential multi billion dollar fine in India as regulators pursue an antitrust case that could apply penalties to its global revenue base. The company is challenging the penalty framework in Indian courts while continuing to operate its App Store and ecosystem in the country. Apple has agreed a partnership with Google to use Gemini models to power future versions of Siri and other AI features across its products. The Gemini collaboration points to a shift in...

Wondering if Visa's share price still makes sense for long term holders at around US$325.82, or if the value case has cooled off? This article walks through what the current valuation signals are really telling you. The stock has been fairly steady over the last year with a 1.4% return, but the recent 6.7% decline over 30 days and 6.0% year to date fall may be changing how the market is thinking about upside and risk. Recent news flow around payment volumes, partnerships and broader...

Eli Lilly (NYSE:LLY) received FDA Breakthrough Therapy designation for sofetabart mipitecan, an ovarian cancer drug candidate. The designation covers treatment of adults with platinum resistant ovarian cancer. The FDA decision is based on early clinical data and is intended to expedite development and review. For you as an investor, this update highlights how Eli Lilly is building out its oncology pipeline alongside its well known obesity franchise. Sofetabart mipitecan targets a hard to...

Conference spotlight and contract win reshape the Rocket Lab story Morgan Stanley’s rating upgrade on Rocket Lab (RKLB), along with the roughly $816 million U.S. Space Development Agency satellite contract, has turned the stock into a focal point for investors watching the space sector. At the same time, Rocket Lab is preparing to present at the BofA Securities 2026 Defense Outlook and Commercial Aerospace Forum in New York. This gives CFO Adam C. Spice a high-profile stage to discuss launch...

BofA Securities’ recent downgrade of Arm Holdings (ARM), tied to softer smartphone demand, higher memory costs, and slower royalty revenue, has sharpened attention on the stock just as the company ramps up its new Physical AI division. See our latest analysis for Arm Holdings. At a share price of US$107.17, Arm’s recent 30 day share price return of 6.02% decline and 90 day share price return of 35.33% decline, alongside a 1 year total shareholder return of 30.95% decline, point to fading...