U.S. Insurance Stock News

In March 2026, Gilat Satellite Networks announced that its defense division, together with Amazon Web Services, SES Space and Defense and the WAVE Consortium, completed a joint demonstration at the SATELLITE 2026 conference of a virtualized, FPGA-accelerated satellite modem running on AWS cloud infrastructure and linked to a Gilat Aquarius Pro DS modem. This proof-of-concept showed how moving modem functions into software running over standardized, open interfaces could increase flexibility,...

QuantumScape’s revenue milestone and new partnerships QuantumScape (QS) is entering a new phase after recording its first customer billings in 2025, securing development payments tied to Volkswagen's PowerCo and signing new agreements with two global automotive manufacturers. The launch of the Eagle Line pilot facility, intended to serve as a manufacturing blueprint for solid state battery production, gives investors a clearer view of how the company plans to move from lab scale to potential...

Earlier this month, Equinix, Inc. launched its Distributed AI Hub, a vendor-neutral platform that unifies connectivity, security and governance for distributed AI workloads across its 280 data centers worldwide. By pairing this Hub with expanded workforce initiatives like Pathways to Tech, Equinix is positioning both its infrastructure and talent base around AI-driven demand. We’ll now examine how Equinix’s Distributed AI Hub could influence its investment narrative built around data center...

In recent weeks, Goldman Sachs has overhauled its macro outlook, lifting its 2026 oil price forecasts, pushing back expected Federal Reserve rate cuts, and raising its U.S. recession probability to 30% amid persistent Middle East tensions and disruptions through the Strait of Hormuz. This shift underscores how deeply intertwined Goldman’s own risk profile is with geopolitical shocks, energy markets, and the policy responses they can trigger across global economies. With these revised oil,...

Hesai Group (NasdaqGS:HSAI) has just posted its FY 2025 third quarter numbers, with revenue of C¥795.4 million and basic EPS of C¥1.88 setting the tone for the latest update. The company has seen quarterly revenue move from C¥458.9 million in Q2 2024 to C¥719.8 million in Q4 2024 and then to C¥795.4 million in Q3 2025. Basic EPS has shifted from a loss of C¥0.56 per share in Q2 2024 to C¥1.13 in Q4 2024 and C¥1.88 in Q3 2025, pointing to a business where margins are increasingly in focus for...

Earlier this week, FedEx Corp. rolled out FedEx SameDay Local in collaboration with OneRail, offering customers two-hour and end-of-day delivery windows supported by a national network of more than 1,000 local providers, real-time tracking, predictive ETAs, and AI-driven delivery orchestration. This move pushes FedEx deeper into last‑mile logistics at checkout, where faster, more controlled delivery options can meaningfully influence online purchase completion and customer loyalty. Next,...

Insulet (NasdaqGS:PODD) has released new clinical trial results for its fully closed loop Omnipod insulin delivery system in people with type 2 diabetes. The feasibility study reported improvements in glycemic control, safety profile, and user experience across a diverse group of participants. The company outlined progress updates and plans to move into a pivotal trial, with an eye toward future regulatory submissions. For investors tracking Insulet, this update adds an important clinical...

Last week's earnings announcement from Turtle Beach Corporation ( NASDAQ:TBCH ) was disappointing to investors, with a...

Recent performance snapshot for Camtek Camtek (CAMT) has drawn fresh investor attention after a strong run, with the stock showing gains over the past week, month and past 3 months, alongside positive annual revenue and net income growth. See our latest analysis for Camtek. The current share price of US$179.30 comes after a strong run, with a 30 day share price return of 21.07% and year to date share price return of 55.24%. The 1 year total shareholder return of 168.61% points to strong...

Why the new tech appointment at CBRE Group (CBRE) matters for shareholders CBRE Group (CBRE) is bringing in Anuj Kadyan as Chief Technology & Transformation Officer, a move that signals a push to tighten operations and refine its real estate services through heavier use of technology and AI. See our latest analysis for CBRE Group. Despite appointing a new technology and transformation leader, CBRE Group’s recent share price performance has been weak, with a 30 day share price return of 9.58%...

Two Harbors Investment Corp. (NYSE:TWO) has received unsolicited acquisition proposals that the board is formally reviewing. The board has identified at least one proposal as a potential "Company Superior Proposal" under its existing merger agreement with UWMC. These proposals could affect the outcome of the current merger plan and may alter the future ownership structure of NYSE:TWO. Two Harbors Investment Corp. operates as a real estate investment trust focused on mortgage related assets,...

ASML Holding (NasdaqGS:ASML) is back in focus after recent trading left the stock with mixed short term returns, including a negative move over the past month and a stronger gain in the past 3 months. See our latest analysis for ASML Holding. That recent 4.8% 1 month share price pullback sits against a stronger backdrop, with a 31.3% 3 month share price return and a 94.0% 1 year total shareholder return suggesting momentum has been positive overall. If ASML’s move has you thinking about where...

If you are wondering whether Insmed at US$139.14 is priced for opportunity or already reflecting a lot of expectations, the starting point is to get very clear on what the current valuation actually says. The share price pullback over the past week and month, with 7 day and 30 day returns of 3.3% and 15.6% declines, comes after a much stronger backdrop, including a 77.2% return over 1 year and a gain of more than 7x over 3 years. Recent headlines around Insmed have focused on the broader...

Applied Digital recently advanced its build-and-lease model for high-performance data centers, including a previously announced 400-megawatt campus leased to CoreWeave that is expected to underpin lease revenue as new facilities come online. An interesting angle is how these large, long-term hyperscale leases concentrate revenue in a few key customers, heightening both cash flow visibility and client risk. We’ll now explore how the CoreWeave 400-megawatt lease and broader campus monetization...

If you are wondering whether Nabors Industries at around US$85.99 is offering value or just excitement, this breakdown is designed to help you separate price from underlying worth. The stock has moved sharply in recent periods, with returns of 7.7% over 7 days, 10.0% over 30 days, 55.2% year to date and 97.5% over 1 year. This is set against weaker 3 year and 5 year returns of 27.8% and 7.0% declines. Recent attention on Nabors Industries has focused on its position within the energy...

Archer Aviation Inc. has announced that Chief Administrative Officer Tosha Perkins transitioned to a senior advisor role on April 17, 2026, alongside progress in securing a place in a federal air taxi program and ongoing analyst focus on its future funding needs. This combination of leadership change, regulatory progress and concerns about incremental capital requirements sharpens investor attention on how Archer balances growth ambitions with its financial resources. Against this backdrop,...

Oracle (NYSE:ORCL) has introduced agentic AI capabilities across its AI Database and Fusion Applications platforms. The launch includes new Fusion Agentic Applications, which use coordinated teams of AI agents embedded in core enterprise workflows. These updates are designed to help customers build, deploy, and scale AI powered applications for finance, HR, supply chain, and customer experience. Oracle enters this rollout with its shares at $147.09 and a mixed recent track record, including...

Cadence Design Systems (CDNS) extended its collaboration with NVIDIA, integrating NVIDIA’s accelerated computing stack more deeply into Cadence’s AI driven design and agentic AI tools across semiconductor, automotive, aerospace, energy and life sciences workflows. See our latest analysis for Cadence Design Systems. The latest collaboration news lands after a softer share price patch, with the 90-day share price return of 10.52% and year to date decline of 8.40% contrasting with a 1-year total...

Wondering whether AppFolio at around US$161.05 still makes sense as an investment, or if the recent price puts it out of your comfort zone on value. The stock has seen a 4.4% decline over the last 7 days, a 6.5% decline over 30 days, and a 30.1% decline year to date and over 1 year, while the 3 year and 5 year returns sit at 34.0% and 16.5% respectively. Recent coverage has focused on how the year to date and 1 year share price performance of 30.1% may be influencing investor sentiment...

Advanced Energy Industries (AEIS) has drawn attention after launching its ultra low profile LPP200 AC DC power supply series and presenting at the Applied Power Electronics Conference in San Antonio. These events spotlight its precision power portfolio. See our latest analysis for Advanced Energy Industries. The recent LPP200 product launch and APEC appearance come as momentum in Advanced Energy Industries' shares has been strong, with a 90 day share price return of 64.06% and a very large 1...

Investor focus on Axon Enterprise (AXON) has intensified as expectations build that rising US defense spending could support demand for its AI-powered Fusus and Drone as First Responder platforms across law enforcement and military customers. See our latest analysis for Axon Enterprise. At a latest share price of US$456.60, Axon’s 1 day share price return of 9.99% decline and 7 day return of 10.19% decline sit against a 1 year total shareholder return of 18.33% decline but a 3 year total...

Wondering if Levi Strauss shares at around US$18.43 are giving you genuine value or just the comfort of a familiar brand name? This article focuses squarely on what that current price might imply. The stock has seen a mixed return profile, with a 19.4% decline over the last 30 days and an 11.5% decline year to date, but a 17.8% gain over the past year and 14.5% annualized over three years. These figures can shape how investors think about both potential and risk. Recent coverage has focused...

Merck (NYSE:MRK) agreed to acquire Terns Pharmaceuticals for about $6.7 billion in a deal centered on Terns' chronic myeloid leukemia candidate, TERN-701. The transaction adds an investigational oncology therapy to Merck's pipeline as it prepares for the expected loss of exclusivity on Keytruda in the coming years. Merck enters this deal with shares at $116.37 and a return of 9.3% year to date and 37.2% over the past year, indicating investors have recently priced the stock higher. Over...

Investors may be wondering whether Alibaba Group Holding at around US$125 a share still offers value, or if most of the potential upside has already been reflected in the price. The stock is around US$125.48 after a 7 day return of an 8.1% decline, a 30 day return of an 18.8% decline, a year to date return of a 19.4% decline, while the 1 year return sits at a 3.9% decline and the 3 year return at 34.2%. Recent attention on large Chinese technology names and renewed interest in major e...