U.S. IT Stock News

If you are wondering whether Casey's General Stores is still good value after a strong run, you are not alone. This article is set up to help you think that through clearly. The share price recently closed at US$641.37, with returns of 3.9% over 7 days, 15.3% over 30 days and year to date, and 53.0% over the past year. This naturally raises questions about what is already reflected in the price. Investors have been reacting to ongoing interest in convenience retail and fuel, as well as...

LGI Homes (LGIH) has drawn fresh attention with the launch of its Monte Vista Collection in the Modesto, California area. The collection features single story homes that include over $50,000 of upgrades and solar systems. See our latest analysis for LGI Homes. These new community launches in California and Texas come at a time when LGI Homes' 1 month share price return of 29.13% and year to date share price return of 29.13% contrast with a 1 year total shareholder return of a 37.52% decline...

Erie Indemnity (NasdaqGS:ERIE) raised its dividend for the 36th consecutive year, extending its long record of annual increases. This latest dividend hike qualifies the insurer for Dividend Aristocrat status, a label often associated with consistent dividend growth over multiple decades. The announcement reinforces the company’s long running focus on regular cash returns to shareholders. For you as an investor, a 36 year streak of dividend increases at Erie Indemnity, which operates in the...

Mueller Water Products announced it will release its first-quarter fiscal 2026 results after the market closes on February 4, 2026, alongside affirming a US$0.07 per-share quarterly dividend payable on or about February 20, 2026. Investor focus is sharpening because last quarter’s revenue beat and expectations for solid demand across hydrants, valves and repair products frame this earnings report as a key test of Mueller Water’s municipal infrastructure exposure. We’ll now examine how...

Alnylam Pharmaceuticals (ALNY) shares drew fresh attention after the company outlined new priorities for the year, projecting US$5.1b in revenue versus consensus of US$4.7b and targeting a 25% compound annual growth rate through 2030. See our latest analysis for Alnylam Pharmaceuticals. The latest revenue outlook and long term growth target arrived after a mixed price stretch. A 1 day share price return of 3.74% at US$351.8 contrasts with a 30 day share price return decline of 12.09% and a 1...

Analyst interest in Immunocore Holdings (IMCR) has picked up as investors reassess how the market values its late stage oncology pipeline, just as the company reshapes leadership after its head of R&D decided to depart. See our latest analysis for Immunocore Holdings. At a share price of US$32.07, Immunocore has seen a 7 day share price return of an 8.5% decline and a 90 day share price return of a 4.1% gain, while the 1 year total shareholder return of 4.3% contrasts with a 3 year total...

Ford Motor (NYSE:F) is shifting its focus from pure electric vehicles to hybrids and extended range models, including ending the pure EV version of its popular pickup. The company is recording a large asset write down tied to its EV operations as it reassesses demand and product plans. Ford is launching a new battery energy storage business, Ford Energy, and has appointed Lisa Drake as president of the unit to lead this effort. For investors watching NYSE:F, the latest moves come as the...

Cboe Global Markets recently unveiled leadership changes and began early-stage talks with brokerages and market makers to reintroduce all-or-nothing options contracts for retail traders, aiming to offer fixed-payout, event-focused derivatives under U.S. regulatory oversight. This move positions Cboe to compete directly with prediction markets while expanding its menu of simplified, outcome-based products across cash equities, spot markets, and off-exchange trading. Next, we’ll examine how...

In early 2026, Sunrun reported that in 2025 it rapidly scaled its distributed power plant programs, enrolling more than 106,000 customers and dispatching nearly 18 gigawatt-hours of home battery energy across 17 programs to support stressed U.S. grids. This expansion signals Sunrun’s growing role as a source of flexible, dispatchable capacity comparable to fossil-fuel peaker plants, highlighting how residential solar-plus-storage is becoming integrated into mainstream grid reliability...

Bitmine Immersion Technologies (NYSEAM:BMNR) is carrying very large unrealized losses on its Ethereum holdings while continuing to add aggressively to its ether treasury. The company now holds 3.55% of Ethereum’s total supply and is preparing to roll out its Made in America Validator Network (MAVAN), a proprietary staking platform. President Erik Nelson has recently departed the company in a move described as non dispute related, adding a leadership wrinkle to an already eventful...

Recent performance snapshot Carlyle Group (CG) has been trading under pressure in the short term, with the stock down about 3% over the past week and 4% over the past month, despite a positive 3 month return. See our latest analysis for Carlyle Group. Zooming out, Carlyle Group’s recent 1 month share price pullback and current share price of $58.27 sit against stronger momentum over the past quarter and multi year total shareholder returns. This suggests sentiment has cooled slightly after a...

Solos Technology Limited has filed a patent infringement lawsuit against Meta Platforms and partners over smart-glasses technology. The claims span multimodal sensing, audio processing, and system architectures for real time interactive eyewear. The suit seeks monetary damages and potential restrictions on implicated smart-glasses products and related developer features. Meta Platforms (NasdaqGS:META) enters this legal dispute with its shares trading at about $691.7. The stock is up 3.4%...

Norwegian Cruise Line Holdings (NCLH) is back on radar after record launch day bookings for Oceania Sonata and the unveiling of the upcoming Norwegian Aura, events that quickly contributed to a sharp share price move. See our latest analysis for Norwegian Cruise Line Holdings. The latest booking records and new-ship announcements sit against a mixed share price backdrop, with a 90 day share price return of 20.96% but a 1 year total shareholder return decline of 19.29%, suggesting momentum has...

Recent analyst rating changes around Prologis (PLD), including a downgrade alongside a separate price target increase, have put fresh attention on the company’s logistics portfolio, earnings outlook and perceived premium valuation. See our latest analysis for Prologis. Those mixed ratings and the fresh 2026 earnings guidance have come as Prologis’s share price has moved to US$131.88, with a 90 day share price return of 6.51% and a 1 year total shareholder return of 15.44%. This suggests that...

If you are wondering whether Quanta Services at around US$488.60 is still a sensible entry or hold after a strong run, the key question is what you are actually paying for today. The stock has posted returns of 1.9% over the last 7 days, 11.1% over the last month, 11.1% year to date and 63.1% over the past year, with a very large 5-year gain that is more than 5x the starting point. This naturally raises questions about how much future upside is already priced in and how risk has...

In January 2026, Brinker International reported higher second-quarter and six-month sales and earnings, with net income reaching US$128.5 million for the quarter and US$228 million for the half-year, alongside stronger earnings per share from continuing operations versus the prior year. The company also raised its full-year 2026 revenue and non-GAAP earnings guidance and continued its long-running share repurchase program, having bought back over US$4.66 billions worth of stock since 1998,...

Amgen (NasdaqGS:AMGN) has ended its collaboration with Kyowa Kirin on the eczema drug rocatinlimab. Rights to develop and commercialize rocatinlimab have been returned to Kyowa Kirin. The exit is tied to Amgen’s internal portfolio prioritization decisions. For you as an investor, this move sits at the intersection of biotech R&D risk and portfolio concentration. Amgen is a large biopharmaceutical company with exposure to areas such as inflammation, oncology, and cardiovascular disease, and...

If you are wondering whether Ralph Lauren at around US$354 is still good value or if most of the opportunity is already priced in, this article breaks down what the numbers are really saying about the stock. The share price has declined 1% over the last 7 days and 2.3% over the last 30 days. However, the 1 year return is 45.2% and the 3 year return is approximately 3x. These moves come as Ralph Lauren continues to attract attention in investor coverage and market commentary, which often...

Waste Management, Inc. reported past fourth-quarter 2025 results with sales rising to US$6,313 million and net income to US$742 million, alongside full-year 2025 sales of US$25.20 billion and essentially flat earnings per share versus the prior year. The company also issued 2026 revenue guidance of US$26.43 billion–US$26.63 billion, giving investors a clearer view of its expected growth path and operating scale. Next, we will examine how Waste Management’s higher fourth-quarter earnings and...

D-Wave Quantum (NYSE:QBTS) has acquired Quantum Circuits Inc., creating what it describes as the only dual-platform quantum computing company offering both annealing and gate-model systems. The company reports progress on its technology roadmap, including hybrid solving capabilities and machine learning integration across its platforms. D-Wave highlights new industry and U.S. defense collaborations, including work on missile defense optimization and multi-million dollar commercial and...

If you are wondering whether Mondelez International at around US$59.47 offers good value right now, or if the easy gains are already behind it, this article aims to help you unpack that question. The stock has returned 0.8% over the past week, 10.8% over the last 30 days, 10.8% year to date and 9.3% over the past year, with a 3-year return of a 0.9% decline and a 5-year return of 21.5%. Recent coverage has focused on Mondelez as a large global snacks group, with investors paying close...

AT&T (NYSE:T) is acquiring Lumen Technologies’ Mass Markets fiber business, expanding its fiber footprint in key U.S. markets. The deal is intended to support wider fiber broadband and 5G coverage for consumers across major metro areas. Separately, AT&T is partnering on connected healthcare solutions that use its wireless network to power fall detection wearables for older adults. AT&T is making these moves while its shares trade at $26.83, with the stock up 16.7% over the past week and...

Humana (NYSE:HUM) has launched an AI powered "Agent Assist" tool built with Google Cloud to support its member service teams. The company also announced a new collaboration with Carda Health to offer virtual cardiac rehabilitation for eligible members at home. Both initiatives align with Humana's broader digital transformation efforts and its focus on home based care models. Humana, a major U.S. health insurer with a strong focus on Medicare Advantage and value based care, is leaning...

Citi’s new buy rating on VeriSign (VRSN), alongside JPMorgan’s recent commentary, has renewed attention on the company’s .com domain franchise, where management reports 3% annual growth in the .com domain base. See our latest analysis for VeriSign. Despite the fresh attention from Citi and JPMorgan, VeriSign’s share price has been relatively steady over the past year, with a 1-year total shareholder return of 12.45% and a 5-year total shareholder return of 22.67%. This suggests that momentum...