U.S. IT Stock News

Arteris (AIP) is back in focus after announcing an expanded partnership with Arm that embeds its Cycuity Radix hardware security tools more deeply into Arm’s next-generation CPU development flow. See our latest analysis for Arteris. The Arm partnership news comes after a sharp 11.54% 1 day share price return, even though the 30 day share price return is down 22.42%. At the same time, the 1 year total shareholder return of 262.50% and 3 year total shareholder return of about 3.7x highlight how...

Tariffs on imported generic drugs are set to rise sharply over the next few years, and that kind of policy shock rarely stays contained to one corner of the market. For investors, the question is which U.S. pharmaceutical and biotech manufacturing stocks might stand to benefit if production shifts closer to home, and which could face new pressures through supply chain or pricing risks. This article looks at how the new tariff path could affect larger domestic drug manufacturers and contract...

Criteo (NasdaqGS:CRTO) has drawn fresh investor attention after its recent share performance, with the stock up about 24% over the past month and roughly 11% over the past 3 months. See our latest analysis for Criteo. Despite the recent 23.68% 1 month share price return and 11.36% 3 month share price return, Criteo’s longer term picture is more mixed, with the 1 year total shareholder return declining 7.07%. This suggests improving near term momentum following weaker multi year...

Goldman Sachs Group's Prime Services reports record hedge fund selling of US technology stocks over the past two months. The selling marks the fastest pullback from the sector since the desk began tracking this data. The data highlights a rapid shift in institutional positioning toward US tech exposure. Goldman Sachs Group, NYSE:GS, is putting fresh numbers around how quickly hedge funds are stepping back from US tech stocks. Its Prime Services desk reports record selling over the past two...

JetBlue Airways stock has delivered a steep 64.2% decline over the past five years, yet on current valuation checks it still screens as cheap. This raises a clear question about whether the market is pricing in too much pessimism or the valuation metrics are missing key risks. The share price performance over five years, with a drop of 64.2%, suggests investors who held through this period have faced heavy capital losses that now frame how any apparent discount is viewed. Recent moves to...

Space Exploration Technologies (SPCX) has just been added to the Nasdaq-100 Index, bringing the recently listed stock into a widely tracked benchmark and putting its sharp post-IPO volatility in sharper focus for index investors. See our latest analysis for Space Exploration Technologies. For Space Exploration Technologies, the recent Nasdaq-100 inclusion comes after a sharp swing in sentiment, with the stock showing a 1-day share price return of 3.08% but a 30-day share price return down...

Burlington Stores (BURL) has drawn fresh attention after outlining progress with its smaller store format, updating its fiscal 2026 outlook, and planning a sizable store expansion tied to those operational trends. See our latest analysis for Burlington Stores. Those store format updates sit against a strong run in Burlington Stores’ stock, with a 7 day share price return of 6.1% and an 18.9% year to date share price return. The 3 year total shareholder return of 104.0% signals sustained...

Digital Turbine recently strengthened its mobile growth platform by launching Launchpad, a unified system to improve app discovery, and by expanding its AI capabilities through a partnership with Google Cloud, developments that were followed by an announced past-date webcast to discuss its fiscal 2027 first-quarter results. Together, these moves underscore management’s effort to deepen the company’s role in app distribution and monetization by tying on-device reach more closely to AI-driven...

Keel Infrastructure stock reacts to Sherbrooke data center and capacity shift Keel Infrastructure (KEEL) is in focus after securing Sherbrooke approval to consolidate 96 MW of existing Bitcoin mining capacity into a single campus and recategorize it for high performance computing and AI workloads. The agreement with Hydro Sherbrooke, along with a land purchase plan east of Montréal, gives Keel Infrastructure a defined path toward an HPC and AI oriented data center project, subject to...

MARA Holdings has delivered a share price decline of 54.7% over the past 5 years, yet the stock still screens as expensive on the broad valuation checks. This raises questions about how much of the high-performance computing and bitcoin policy optimism is already reflected in the current price. The 54.7% share price decline over 5 years points to a tough journey for long term holders and a need for any new bullish thesis to be very clear. Optimism around MARA Holdings repurposing bitcoin...

BGM Group (BGM) has reported FY 2025 first half revenue of about US$14.3 million and a basic EPS loss of US$0.03 per share, setting a mixed tone for investors watching the company’s momentum against a higher revenue base. The company has seen revenue move from roughly US$12.6 million in the first half of FY 2024 to US$14.3 million in the first half of FY 2025, while basic EPS shifted from a profit of US$0.06 to a loss of US$0.03. This puts the spotlight firmly on how much of that top line is...

Intuitive Surgical (NasdaqGS:ISRG) has filed for a $1.77b shelf registration tied to an employee stock ownership plan related offering. The filing creates flexibility for future issuance of shares that could be allocated to employees over time. The move may influence Intuitive Surgical's capital structure and the ownership mix between employees and other shareholders. At a share price of $350.06, Intuitive Surgical enters this ESOP linked shelf registration after a period where the stock...

Amgen stock has delivered a 75.2% return over the past five years, and the current valuation picture sits in a middle ground where the Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside while market based multiples look roughly in line with peers. Over five years, a 75.2% total return suggests Amgen has already rewarded patient shareholders, so any further upside case now leans more on valuation support than on a low entry price. Future cash flow expectations...

In recent days, ON Semiconductor Corp. has attracted heightened attention on Zacks.com, as analysts updated earnings estimates for the current quarter and signaled expectations of earnings growth compared with the prior year. An interesting twist is that despite this upbeat earnings outlook, ON Semiconductor currently holds only a Zacks Rank #3 (Hold), implying expectations similar to the broader market rather than clear outperformance. We will now examine how these earnings growth...

Q2 2026 earnings put EQT’s recent performance in focus EQT (EQT) reported second quarter 2026 earnings that showed revenue of US$1,809.94 million and net income of US$211.43 million, figures that contrasted with stronger results in the same period last year. At the same time, EQT’s six month numbers to June 30, 2026, showed revenue of US$5,188.68 million and net income of US$1,698.65 million, setting a different tone from the quarter’s standalone snapshot. See our latest analysis for...

MGM Resorts International stock has climbed 25.2% year to date, yet its valuation checks are sending mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while earnings-based multiples lean the other way. A 25.2% gain year to date puts MGM Resorts International among the stronger consumer services stocks, which raises the bar for what counts as attractive value from here. Resilient performance at Empire City Casino, alongside investors...

Workday stock has had a tough run over the past year. At around US$141 per share, the valuation checks suggest it is closer to fairly priced than an obvious bargain. Workday shares declined about 41% over the past year, which puts recent performance firmly in negative territory even before looking at any valuation metrics. Expectations around Workday's ability to convert subscription revenue into consistent cash flow can support the current price, while any pressure on margins or higher...

Chefs' Warehouse stock has delivered very strong gains over the past five years, yet the current valuation is caught between two conflicting signals, with the Discounted Cash Flow (DCF) intrinsic value pointing to meaningful upside while earnings based multiples suggest the shares already trade at a premium. Chefs' Warehouse has returned 257.7% over five years, which puts extra focus on whether today's price still leaves a margin of safety. Recent optimism around the company's dining related...

Nexa Resources has recently completed the sale of non-core projects, resumed production at its fire-affected Cajamarquilla smelter, and updated guidance pointing to higher zinc but lower copper output as it executes the Cerro Pasco Integration Project to extend mine life and support operating cash flow. This combination of portfolio simplification, smelter restart and shifting metal mix could meaningfully influence how investors assess Nexa’s future earnings profile and operational...

AI and technology stocks are sitting at the crossroads of big questions about inflation, interest rates, and how much real-world value AI investment will deliver. With markets and economists split on where Federal Reserve policy goes by 2027, investors are weighing both the potential of AI-driven capital spending and the risk that a rate hike could hit valuations and financing costs. This article looks at 3 stocks from an AI and Technology Sector screener that are closely tied to these...

AI is reshaping work, and not just in tech. As automation spreads and job postings in exposed industries come under pressure, demand for reskilling, upskilling, and smarter human capital management is in sharper focus. That is the core idea behind this Workforce Reskilling and Human Capital Development screener. It looks at companies tied directly to training, staffing, and credentialing that could stand to gain as employers and workers adapt. In this article, you will see 3 stocks that...

In recent weeks, Marvell Technology has been at the center of a swing in semiconductor sentiment, as chip stocks rebounded alongside optimism about artificial-intelligence infrastructure spending and stronger-than-expected earnings across the sector. At the same time, investors have been reassessing Marvell’s pivot toward higher-margin data center networking and custom silicon, which now dominates its revenue mix and ties its fortunes closely to hyperscaler AI demand. With that backdrop,...

Adams Diversified Equity Fund, Inc. recently declared a US$0.50 per-share distribution, payable on August 28, 2026, to shareholders of record as of July 27, 2026, and elected longtime analyst and portfolio manager Gregory W. Buckley as Executive Vice President. The combination of a fresh cash distribution and the elevation of a seasoned internal leader underscores the fund’s emphasis on continuity in both capital returns and investment oversight. With these developments in mind, we’ll...

Rocket Lab (RKLB) just landed a US$266 million contract from the U.S. Space Force for 12 suborbital launches, with options for six more through 2028. This gives investors fresh contracted revenue to assess. See our latest analysis for Rocket Lab. The contract news arrives after a choppy stretch for Rocket Lab, with the share price falling 35.55% over the past 30 days and 23.23% over 90 days. However, the 1 year total shareholder return of 47.44% and very large 3 year total shareholder return...