U.S. IT Stock News

At the March 23, 2026 Roth Conference, Powell Industries’ CEO Brett Cope and CFO Mike Metcalf highlighted a record US$1.60 billion backlog underpinned by major LNG and data-center project wins, alongside planned manufacturing expansions and the Remsdaq acquisition to enhance digital automation capabilities. A key development is Powell’s deliberate pivot toward utilities and commercial/data-center customers, using domestic manufacturing depth and execution reliability to stand out against...

BXP, Inc. recently declared a regular quarterly cash dividend of US$0.70 per share for the January–March 2026 period, payable on April 30, 2026 to shareholders of record on March 31, 2026. In mid-March 2026, BXP also announced that 360 Park Avenue South in Midtown South is now more than 90% leased, supported by approximately 230,000 square feet of new and expanded long-term leases from diversified, well-capitalized tenants such as Optiver, Marriott International, and several investment and...

What Albemarle’s Recent Share Performance Tells You Albemarle (ALB) has been under pressure in the near term, with the stock showing a 4% one day decline and a 3.5% pullback over the past week, while the month return is a 7% decline. At the same time, Albemarle’s past 3 months and year total returns are positive, and the company reports annual revenue of US$5.14b alongside a net loss of US$677.38m. This combination gives investors a mixed snapshot to assess. See our latest analysis for...

Recent Performance Snapshot Delek US Holdings (DK) has drawn attention after its share price moved 0.8% lower in the latest session, capping a week where the stock still showed a 7.6% gain. Over the past month, Delek US Holdings has returned 28.7%, while the past 3 months show a 48.5% total return. This recent price action has put the stock firmly on investors’ radar. See our latest analysis for Delek US Holdings. With the share price now at $44.24, the recent 30 day share price return of...

Alphatec Holdings recently reported its 4Q 2025 results, with investors focusing on structural challenges such as a narrower lumbar fusion focus and lagging capabilities in surgical robotics and device functionality relative to peers. An important implication is that Alphatec’s Prone TransPsoas approach appears to serve only a subset of the spine surgery market, raising questions about its long-term growth runway. We’ll now examine how concerns about Alphatec’s limited addressable market for...

Wondering whether Netflix at around US$91.82 is a bargain or fully priced? This article breaks down what that headline number could mean for you. The stock has been choppy recently, with a 3.6% decline over the last 7 days, a 16.7% gain over 30 days, a 0.9% return year to date, and a 5.5% loss over the past year. This sits on top of very large gains over 3 years and a 78.7% return over 5 years. Recent coverage has focused on Netflix as an established streaming leader, with attention on how...

The Morning Bull - US Market Morning Update Monday, Mar, 23 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.6%, as investors react to a global spike in government borrowing costs and tensions in the Middle East. The US 10 year Treasury yield is sitting near 4.42%, a level that makes mortgages, credit cards, and corporate borrowing more expensive. At the same time, UK and euro area bond yields are pressing higher as central banks are expected...

Index reshuffle puts Molina Healthcare back in small cap territory Molina Healthcare (MOH) has been dropped from the FTSE All-World Index and the S&P 500 Equal Weighted Index, while joining the Russell Small Cap Comp Growth and Value indices, a reshuffle that can influence index fund flows and trading patterns. See our latest analysis for Molina Healthcare. The latest index changes come at a time when momentum in Molina Healthcare's share price appears to be fading, with a 1 day share price...

Recent performance snapshot for Cardinal Health stock With no single event driving headlines, Cardinal Health (CAH) has still drawn attention after a recent 1 day return of about a 1% decline and a 7 day move near a 4% decline. Over the past month the stock shows roughly a 7% decline, while the past 3 months are roughly flat, with a small positive return near 0%. Year to date, the share price reflects about a 1% gain. See our latest analysis for Cardinal Health. That recent share price...

Expansion plans and fresh financing reshape the PENN Entertainment story PENN Entertainment (PENN) has put expansion and balance sheet moves front and center, with new casino and hotel projects in Aurora and Columbus alongside a fresh US$600 million senior notes offering. See our latest analysis for PENN Entertainment. Despite the new projects and financing, PENN’s 1 year total shareholder return of 21.21% and 5 year total shareholder return of 86.08% sit well behind peers. A recent 4.99% 1...

Rhythm Pharmaceuticals (RYTM) is back in focus after the FDA approved a broader label for IMCIVREE to treat acquired hypothalamic obesity in patients aged 4 and up, supported by Phase 3 TRANSCEND data. See our latest analysis for Rhythm Pharmaceuticals. Despite the FDA approval and new PANTHERx distribution agreement, Rhythm Pharmaceuticals’ recent share price performance has softened. The 30 day share price return shows a decline of 12.36% and the 90 day share price return shows a decline of...

Safety recognition puts Cintas (CTAS) in focus The recent MVPP Star Worksite certification for Cintas (CTAS) in Midland, Michigan, from the state safety regulator is drawing attention to how workplace safety practices might fit into the broader investment case. See our latest analysis for Cintas. The MVPP Star recognition comes at a time when Cintas shares, last closing at $179.34, have faced a 10.34% 1 month share price decline and a 3% year to date share price decline. Over the last 5...

Kohl's earnings update and guidance reset investor focus Kohl's (KSS) recent quarter and full year results, paired with 2026 guidance and comments on store operations, give you fresh context for assessing the stock after a sharp pullback in recent months. See our latest analysis for Kohl's. The 1 year total shareholder return of 37.11% contrasts sharply with the recent 30 day share price return of negative 33.81% and year to date share price return of negative 41.75%. This suggests momentum...

Planet Fitness (PLNT) has drawn fresh attention after a board reshuffle and finance leadership change, bringing in Levi Strauss executive Harmit Singh as director and reinstating seasoned company veteran Tom Fitzgerald as Interim CFO. See our latest analysis for Planet Fitness. At a share price of US$74.34, Planet Fitness has seen a 30 day share price return of 18% decline and a 90 day share price return of 33% decline, contributing to a 1 year total shareholder return of 27% loss. This...

Analyst sentiment around ADMA Biologics (ADMA) has turned more positive, with a consensus Strong Buy rating and upward revisions to earnings estimates. This has drawn fresh attention to the stock and its recent share price performance. See our latest analysis for ADMA Biologics. Despite the recent analyst optimism, ADMA Biologics' 1 day share price return of a 4.66% decline and 7 day share price return of a 9.6% decline add to a year to date share price return of a 19.91% decline. However,...

Kimbell Royalty Partners, LP recently announced a unit repurchase program authorizing up to US$100 million of buybacks funded by cash, free cash flow, or borrowings under its revolving credit facility, with authorization running through December 31, 2027. This sizeable and time-limited repurchase plan highlights management’s capital allocation priorities and could influence expectations for future distributions and growth investments. We’ll now examine how this new US$100 million repurchase...

Why SL Green’s New Credit Facility Matters For Shareholders SL Green Realty (SLG) has just refinanced and extended US$2.0b of its US$2.4b corporate credit facility, cutting borrowing costs and pushing key maturities out to 2031, which represents a material shift in its financing profile. See our latest analysis for SL Green Realty. The refinancing news lands after a mixed period for investors, with a 1 day share price return of 5.47% decline, a 90 day share price return of 15.68% decline, and...

Why Elastic is on investors’ radar today Elastic (ESTC) has caught investor attention after recent share price weakness, with the stock down over the past month and past 3 months, prompting fresh questions about how its Search AI Platform business fits into current market expectations. See our latest analysis for Elastic. Those recent share price declines sit within a tougher stretch overall, with a 30 day share price return of an 8.28% decline and a 1 year total shareholder return of a...

South Korean AI startup Upstage is in advanced talks with AMD (NasdaqGS:AMD) to purchase 10,000 MI355 AI accelerators. The potential deal would expand AMD’s presence in the Korean and broader Asian AI chip market. Upstage is seeking to diversify its supply chain away from Nvidia for major AI projects in South Korea. For investors following NasdaqGS:AMD, this potential order highlights how AI infrastructure demand is spreading across regions and vendors. AMD already competes in CPUs, GPUs,...

Alexandria Real Estate Equities, Inc. was removed from the FTSE All-World Index (USD) on 21 March 2026, altering its status within a major global benchmark tracked by many institutional investors. This index deletion could influence trading activity and liquidity for Alexandria Real Estate Equities as index-tracking funds and related mandates reassess their positions. We’ll now examine how Alexandria’s removal from the FTSE All-World Index may affect its investment narrative and longer-term...

On March 17, 2026, CCC Intelligent Solutions Inc. announced that remote diagnostics provider VSSTA joined the CCC Diagnostics Network, allowing collision repairers to automatically receive VSSTA scan and calibration reports and related invoices directly within the CCC ONE workfile at no additional integration cost. This deeper integration of ADAS-related diagnostics into CCC ONE highlights how CCC is embedding itself further into repair shop workflows, tightening links between repairers and...

In recent commentary, Bank of America analyst Ruplu Bhattacharya highlighted Enovix as a leader in next-generation high-energy-density lithium-ion batteries, while the company cautioned that manufacturing hurdles, long qualification cycles, and expected negative margins and cash flow could constrain its near-term potential. This mix of technological promise and operational strain underscores how Enovix’s path to commercialization may be lengthy and costly, even if its battery architecture...

Why Winmark’s recent share performance is drawing attention Winmark (WINA) has caught investor attention after a recent share price slide, with a 13% decline over the past month and a 2% decline over the past 3 months, despite a 26% total return over the past year. See our latest analysis for Winmark. Recent share price returns suggest momentum has faded in the short term, with the recent slide contrasting with a much stronger 1 year total shareholder return that still reflects earlier gains...

AEye (LIDR) has just joined the NVIDIA Halos AI Systems Inspection Lab while also releasing fourth quarter and full year 2025 results, a combination that puts both its technology partnerships and financial profile in focus. See our latest analysis for AEye. The share price has been volatile around these announcements, with a 7 day share price return of 44.52% and a 1 day decline of 13.51%. Over 1 year, the total shareholder return is very large compared to the longer term 3 year and 5 year...