U.S. IT Stock News

Earlier this month, Albertsons Companies announced it is joining the OpenAI Ad Pilot Program, testing clearly labeled AI-powered ads in ChatGPT that link users to Valentine’s Day offers and same-day delivery from its banners including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, ACME and Tom Thumb. This pilot builds on Albertsons’ broader AI push, where tools like its AI shopping assistant and AskAI are already supporting stronger customer engagement and larger shopping baskets as shoppers...

Why RBC Bearings (RBC) Is on Investors’ Radar RBC Bearings (RBC) shares have been drawing attention after recent trading performance, with the stock last closing at $552.44 and showing double digit returns over the past month and past 3 months. For investors following industrial and aerospace names, those moves, along with annual revenue of $1.79b and net income of $268.6m, raise questions about how the market is currently assessing RBC’s valuation and growth profile. See our latest analysis...

Earlier this week, Needham analyst Kyle Peterson initiated coverage on Sezzle with a buy rating, while Sezzle also partnered with David's Bridal and Times Square Alliance for a Valentine's Day celebration in New York. While the Valentine's Day promotion highlights Sezzle's role in buy-now, pay-later offerings for modern couples, the new analyst coverage is more likely to shape how investors assess the business. With fresh analyst coverage now in place, we'll explore how this endorsement may...

FB Financial Corporation (NYSE:FBK) announced a Chief Accounting Officer transition. Lynn Joyce has been appointed to succeed Jonathan Pennington as Chief Accounting Officer. Joyce previously served as CFO of Southern States Bancshares, which FB Financial recently acquired. For investors following regional banks, this kind of leadership change sits at the core of how a company manages its books and internal controls. FB Financial, a banking group focused on commercial and consumer clients,...

Lennar (NYSE:LEN) is cutting prices on new homes as housing affordability pressures deepen. The company is contending with a shrinking order backlog and weaker cash flow metrics, alongside pressure on profitability indicators. Analyst sentiment has turned more cautious, reflecting concerns around pricing, demand, and future earnings power. Lennar is one of the largest homebuilders in the US, so its moves on pricing matter for anyone watching the housing cycle. With affordability stretched...

Enact Holdings (ACT) drew fresh attention after releasing fourth quarter and full year 2025 results, along with announcing a new share repurchase program, providing an update on its ongoing buyback, and declaring a quarterly dividend. See our latest analysis for Enact Holdings. At a share price of $43.29, Enact’s recent 30 day share price return of 11.06% and 90 day gain of 17.32% suggest momentum has been building. The 1 year total shareholder return of 31.77% and 3 year total shareholder...

Conference spotlight and early clinical signals Erasca (ERAS) is attracting attention after recent disclosures on early clinical signals for ERAS-0015 and ERAS-4001, alongside plans to present at Guggenheim’s Emerging Outlook Biotech Summit on February 12. The company reported partial responses in several tumor types for ERAS-0015 during dose escalation without dose-limiting toxicities, and outlined Phase 1 data timelines that investors are watching ahead of further conference updates. See...

Trex Company (NYSE:TREX) has appointed Irene Tasi to its Board of Directors. Tasi brings extensive experience in strategic development and digital transformation. The appointment comes as Trex focuses on innovation and market expansion initiatives. Trex Company, trading at $42.8, sits in a complex spot for investors, with a 19.5% gain year to date but a 36.4% decline over the past year and a 58.3% decline over five years. In that context, the addition of Irene Tasi to the board introduces...

Why EchoStar Is On Investors’ Radar Now EchoStar (SATS) has caught attention after a sharp share price swing, with the stock up 2.4% over the past day and 1.4% over the past week, against mixed recent returns. See our latest analysis for EchoStar. That recent 2.4% 1 day share price return and 1.4% 7 day share price return sit against a 30 day share price return of an 8.2% decline, as well as a 90 day share price return of 69.1% and a very large 1 year total shareholder return. Together, these...

What sparked the latest move in Paychex? Paychex (PAYX) has drawn fresh attention after a newly initiated Sell rating, contrasting views on its Paycor acquisition, an updated adjusted EPS outlook for 2026, and a 4.49% single day share decline. See our latest analysis for Paychex. That sharp 4.49% single-day drop sits within a wider pullback, with a 30-day share price return of a 15.11% decline and a year-to-date share price return of a 13.09% decline. The 1-year total shareholder return of a...

Paramount Skydance (NasdaqGS:PSKY) has escalated its bid to acquire Warner Bros. Discovery with a hostile offer and added shareholder protections. The company is rallying activist investors and proposing new board nominees to oppose Warner Bros. Discovery's planned sale to Netflix. The situation is drawing growing regulatory attention, putting the future shape of the global media industry under closer review. For you as an investor, the backdrop is a company whose shares trade at $10.32,...

Fresh look at Willis Lease Finance after recent share moves Willis Lease Finance (WLFC) has been drawing attention after a strong run over the past 3 months, prompting investors to reassess how its engine leasing and parts business lines up with current expectations. See our latest analysis for Willis Lease Finance. The recent 56.88% 3 month share price return and 46.71% year to date share price return suggest momentum has picked up, while the 3 year total shareholder return of about 2.5x...

NIKE (NKE) is back in focus after its board declared a quarterly cash dividend of $0.41 per share, payable on April 1, 2026, to shareholders of record on March 2. See our latest analysis for NIKE. At a share price of US$63.13, NIKE’s recent 3.3% 1 day share price return stands in contrast to its 1 year total shareholder return of an 11.5% decline, suggesting short term momentum has picked up even as longer term returns have been weak. If this update on NIKE has you rethinking where growth...

Element Solutions (ESI) has drawn fresh attention after completing the acquisitions of Micromax and EFC Gases & Advanced Materials, expanding its footprint in semiconductor manufacturing and advanced materials, and affirming a quarterly dividend of $0.08 per share. See our latest analysis for Element Solutions. The recent Micromax and EFC Gases & Advanced Materials deals, along with fresh financing arrangements and the affirmed dividend, come against a backdrop of strong momentum, with a 90...

Hercules Capital, Inc. reported past fourth-quarter 2025 revenue of US$137.43 million and net income of US$90.83 million, capping a full year in which revenue reached US$532.49 million and net income US$339.74 million, while also closing a US$300 million unsecured notes offering due 2029. Alongside record originations and commitments, the company introduced a new US$0.28 per-share supplemental distribution program and affirmed its US$0.40 base quarterly payout, signaling confidence in its...

Leadership changes reshape the story around Lamb Weston Lamb Weston Holdings (LW) has drawn fresh attention after its board appointed Jan Eli B. Craps as Executive Chair and named James D. Gray as incoming Chief Financial Officer, signaling a possible shift in how the company is led and how its capital is managed. See our latest analysis for Lamb Weston Holdings. Those leadership and capital moves come as Lamb Weston’s share price sits at US$49.82, with a 1 month share price return of 14.98%...

On 11 February 2026, Abercrombie & Fitch’s abercrombie kids division launched its first Baby & Toddler Collection, extending sizes from newborn to 5T and positioning the brand as a single destination for children’s apparel across all stages of childhood. This move taps into millennial parents’ nostalgia and broadens Abercrombie’s family offering, potentially deepening customer relationships from a child’s earliest years. We’ll now examine how expanding abercrombie kids into baby and toddler...

If you are wondering whether Rithm Capital is offering good value at its current price, this breakdown will help you understand what the market might be pricing in and what it could be missing. The stock recently closed at US$10.57, with short term returns showing a 1.5% decline over 7 days and a 10.1% decline over 30 days, while the longer view shows returns of 48.1% over 3 years and 73.6% over 5 years. Recent coverage around Rithm Capital has focused on its position within the diversified...

If you are wondering whether Hyatt Hotels' share price still offers value after a strong run in recent years, looking closely at how it is priced today can help you decide how it fits into your portfolio. At a recent share price of US$165.39, Hyatt Hotels has posted a 1.5% return over the past week, a 1.5% decline over the past month, and is roughly flat year to date. Its 1 year, 3 year and 5 year returns stand at 16.4%, 47.2% and 103.5% respectively. Recent attention on Hyatt Hotels has...

In early February 2026, the Association of Professional Flight Attendants held protests after a historic no-confidence vote in American Airlines CEO Robert Isom, highlighting concerns over declining performance, strained working conditions and financial pressures, even as the airline plans new premium lounge investments and expanded service from Chicago O’Hare. This clash between front-line crews and leadership places American’s management credibility and operational reliability under the...

Wendy's (WEN) closed FY 2025 with Q4 revenue of US$543 million and basic EPS of US$0.14, supported by trailing twelve month revenue of about US$2.2 billion and EPS of US$0.85 that frame the latest quarter in a softer earnings backdrop. Over recent periods, revenue has moved from US$574 million and EPS of US$0.23 in Q4 2024 to US$543 million and EPS of US$0.14 in Q4 2025. Trailing twelve month EPS shifted from US$0.95 at Q4 2024 to US$0.85 at Q4 2025, setting a more cautious tone around...

MKS Instruments recently increased its quarterly cash dividend to US$0.25 per share, a 14% uplift from its Fourth Quarter 2025 payout, and in early February 2026 completed major debt refinancing, including a €1.00 billion 4.250% senior notes offering due 2034 and extensions of key loan and credit facility maturities. By combining a higher dividend with actions that extend debt maturities, reduce interest costs and shift more borrowing to unsecured debt, MKS is signaling confidence in its...

Old Dominion Freight Line board member John R. "Jack" Congdon, Sr. has passed away, marking the loss of a long serving leader closely linked to the company’s evolution. Congdon was known for founding Old Dominion Truck Leasing and for his long tenure and influence on the culture and direction of NasdaqGS:ODFL. Management has publicly recognized his contributions, underscoring his importance to shareholders, employees, and the wider company community. For investors watching NasdaqGS:ODFL,...

What stands out about Core & Main right now Core & Main (CNM) has drawn fresh investor attention after recent trading put its shares around $58.18, with returns over the past 3 months and year appearing meaningfully different from its 1-month performance. See our latest analysis for Core & Main. While the 30 day share price return of 0.55% decline hints at a pause in momentum, the 90 day share price return of 29.43% and 3 year total shareholder return of about 2.5x suggest longer term...