U.S. IT Stock News

Western Alliance Bancorporation (NYSE:WAL) has promoted Craig Lee Huntington to lead its Association Banking group. Huntington is a founding member of Alliance Association Bank with experience across sales, operations, product, and technology. The promotion highlights the importance of the Association Banking unit within Western Alliance's broader business. The Association Banking group at Western Alliance Bank focuses on serving community associations and related clients, an area that...

Nvidia’s decision to fully exit Recursion Pharmaceuticals (RXRX), followed almost immediately by ARK Invest buying 1.25 million shares, has thrown a spotlight on the stock and its AI-driven drug discovery approach. See our latest analysis for Recursion Pharmaceuticals. Those opposing moves by Nvidia and ARK come after a weak stretch for Recursion, with a 30 day share price return of 27.70% decline and a 1 year total shareholder return of 62.00% decline, pointing to fading momentum despite...

On February 13, 2026, Eos Energy Enterprises, Inc. signed a Second Amendment to its US Department of Energy loan guarantee agreement, pushing out the start date for consolidated revenue and EBITDA financial covenants to the fiscal quarter ending March 31, 2027. This covenant deferral gives Eos additional breathing room on revenue and profit metrics, an important consideration for a company still scaling its energy storage business. Next, we’ll examine how this added flexibility around...

Mueller Industries (MLI) has drawn fresh attention after its Board approved a 40% increase in the regular quarterly dividend to US$0.35 per share. The dividend is payable on March 27, 2026 to shareholders of record on March 13. See our latest analysis for Mueller Industries. The dividend increase comes after a year in which the share price has been relatively volatile, with a 90 day share price return of 9.33% and a 1 month share price decline of 9.53%. However, long term momentum remains...

Goldman Sachs Group (GS) has been busy on multiple fronts, pairing fresh fixed income issuance with clear commentary on AI, digital assets, and governance, all of which are influencing how investors are reassessing the stock. See our latest analysis for Goldman Sachs Group. At a share price of US$922.24, Goldman’s recent 1-day, 7-day and 90-day share price returns of 0.61%, 1.89% and 16.63% suggest momentum has been building, while 1-year and 5-year total shareholder returns of 50.43% and...

Westinghouse Air Brake Technologies (NYSE:WAB) has acquired Dellner Couplers, a specialist in safety critical train connection systems. The deal has been announced and completed, adding Dellner Couplers to Wabtec's passenger rail portfolio. For investors watching NYSE:WAB, this deal comes at a time when the stock is trading at $264.78, with returns of 3.4% over the past week and 15.1% over the past month. The share price performance over longer periods, including 22.4% year to date and...

Robinhood Markets (NasdaqGS:HOOD) is launching a $1b closed-end fund IPO aimed at retail investors. The fund is designed to provide exposure to pre-IPO companies including SpaceX, Databricks, and Stripe. The structure gives Robinhood users access to private-market names that have typically been limited to institutional capital. Robinhood built its brand by offering commission free trading and easy app based access to stocks, ETFs, options, and crypto. Opening the door to a basket of private...

Earlier in February 2026, Altria Group highlighted at the CAGNY conference its focus on transitioning toward smoke-free offerings, reaffirmed its 2026 adjusted diluted EPS guidance, and outlined ongoing investments in contract manufacturing while managing regulatory headwinds in e-vapor. The company’s emphasis on boosting oral and nicotine pouch revenues, alongside industry progress in curbing illicit trade, is reshaping how investors assess the resilience and evolution of its tobacco...

Earlier in February 2026, Prologis’ board approved a 6% increase in its annualized dividend to US$4.28 per common share and declared quarterly cash dividends of US$1.07 per common share and US$1.0675 per Series Q preferred share, both payable on March 31, 2026 to holders of record on March 17, 2026. At the same time, Prologis is contending with a large-scale legal verdict in California linked to a 2021 warehouse fire, highlighting both its growing income appeal to shareholders and the legal...

In February 2026, Mobileye Global Inc. announced that Mahindra & Mahindra Ltd. selected its SuperVision and Surround ADAS platforms, powered by the EyeQ6 High chip, as tier 1 solutions for at least six models with production targeted from 2027. The deal not only consolidates multiple vehicle control functions into a single Mobileye-designed ECU, it also deepens Mobileye's role in India’s ADAS localization and production ecosystem. Next, we’ll examine how becoming Mahindra’s tier 1 ADAS...

In recent days, Redwire has drawn attention as heightened U.S.–Iran tensions and its earlier acquisition of military drone maker Edge Autonomy have focused investors on its space and defense capabilities. At the same time, heavy insider selling by major shareholder Red Holdings and upcoming fourth-quarter results have kept concerns about cash burn, dilution, and ongoing losses in sharp focus. We’ll now examine how heightened geopolitical tensions and Redwire’s deeper push into...

If you are looking at Comfort Systems USA and wondering whether the recent share price really lines up with its underlying worth, you are not alone. The stock last closed at US$1,462.23, with returns of 9.3% over 7 days, 30.4% over 30 days, 45.7% year to date, 303.1% over 1 year, 908.0% over 3 years, and a very large gain over 5 years. These moves have put Comfort Systems USA firmly on the radar for many investors, who are now asking whether the price is still grounded in fundamentals...

Why CAVA Group is back on investors’ radar CAVA Group (CAVA) is drawing fresh attention after a series of analyst updates highlighted sales momentum, new leadership in operations, and rising expectations around its upcoming earnings report. See our latest analysis for CAVA Group. CAVA’s recent analyst attention and leadership changes come after a strong 90 day share price return of 49.81%, although the 1 year total shareholder return of 35.04% decline shows the longer term picture is still...

Solaris Energy Infrastructure (NYSE:SEI) has signed a ten year equipment rental agreement with an affiliate of a global AI computing leader for power generation supporting data center demand. The company also announced a major finance leadership change, with a new CFO bringing restructuring and sector experience as the outgoing CFO shifts to grow the power solutions segment. Solaris Energy Infrastructure, trading at $49.24, sits at an interesting point after a 39.1% return over the past...

Lyft is under scrutiny after a driver in Louisville was arrested and charged with sexual assault, kidnapping, and menacing following an alleged attack on a passenger during a ride. The company says it has permanently removed the driver from its platform and is cooperating with law enforcement as public pressure grows for stronger passenger safety protections. For investors watching NasdaqGS:LYFT, this incident lands at a time when the stock trades around $13.95 and has seen mixed recent...

Rocket Companies (NYSE:RKT) has agreed to acquire Mr. Cooper Group, a move that would make it the largest mortgage servicer in the U.S. Institutional investors including Dan Loeb's Third Point and ValueAct Capital have recently increased their stakes in Rocket Companies. The combination of a major acquisition and higher institutional ownership is drawing fresh attention to Rocket's role in the mortgage and housing finance sector. Rocket Companies, trading at $17.98, sits at an interesting...

ARMOUR Residential REIT (NYSE:ARR) reported robust Q4 2025 results, highlighting portfolio growth and higher book value. The company affirmed its dividend, signaling confidence in the stability of its payout. Management outlined updated plans for capital deployment and risk management in what it views as a supportive market backdrop. The portfolio update included a focus on lower coupon and seasoned mortgage-backed securities to address prepayment risk. ARR also raised fresh capital and...

Recent analyst activity around Elastic (ESTC), including JP Morgan cutting its price target while keeping an Overweight rating, has put a spotlight on how investors weigh AI-search, observability, and security exposure against valuation concerns. See our latest analysis for Elastic. Elastic’s share price has come under pressure in recent months, with the latest close at $58.12 and a 30 day share price return of 19.03% decline adding to a 1 year total shareholder return of 45.37% loss. This...

Recently, Uranium Energy Corp. emerged as a leader in the coal and consumable fuels category, highlighting its expansion of low-cost uranium projects in stable North American locations alongside maintaining a debt-free balance sheet and high liquidity. An interesting wrinkle for investors is that this combination of operational expansion and strong liquidity is lifting sentiment even as some observers flag concerns around potential financial manipulation. We’ll now examine how Uranium...

Expro Group Holdings (XPRO) has put a lot on the table at once by pairing its Q4 and full year 2025 results with fresh 2026 guidance and a new US$100 million share repurchase program. See our latest analysis for Expro Group Holdings. The latest Q4 update, fresh 2026 guidance and the new US$100 million repurchase plan have landed against a strong recent run, with a 30.43% year to date share price return and a 36.64% total shareholder return over the past year, even though the three year total...

In February 2026, Cognizant and Google Cloud expanded their partnership to move from basic platform integration to enterprise-scale execution of agentic AI, including internal deployment of Gemini Enterprise and Google Workspace, a new client productivity offering, and a dedicated Gemini Enterprise Center of Excellence. This deeper Google Cloud collaboration positions Cognizant as an AI systems builder and operator, embedding agentic AI across its own workflows and client delivery models to...

In the lead-up to Nutanix’s upcoming quarterly report, Wall Street analysts have projected earnings of $0.45 per share, implying a year-on-year decline and reflecting a slight downward revision in estimates over the past month. At the same time, expectations for higher product and other key revenue segments highlight a complex picture in which profitability pressures coexist with anticipated top-line growth. Next, we’ll examine how softer earnings expectations alongside anticipated product...

In recent weeks, Fifth Third Bancorp reported stronger-than-expected fourth-quarter adjusted earnings of US$1.08 per share, supported by higher net interest income, fee income, growing deposits, and lower provisions, while also outlining plans for revenue and profitability growth through 2027. Fresh analyst upgrades have underscored the bank’s solid capital position, rising dividends, disciplined credit standards, and potential for enhanced shareholder returns through future dividend growth...

Murphy USA’s board previously declared a quarterly cash dividend of US$0.63 per share (US$2.52 annualized), a 29% increase from its first-quarter 2025 payout and in line with its fourth-quarter 2025 dividend, payable on March 5, 2026, to shareholders of record on February 23, 2026. This step-up in regular cash returns can be read as management signaling confidence in the business’s capacity to sustain shareholder distributions. We’ll now examine how this higher, sustained dividend level...