U.S. IT Stock News

Shopify (SHOP) is back in focus after a packed February update that combined strong fourth quarter revenue, upbeat guidance for early 2026 and a new US$2b share repurchase plan. See our latest analysis for Shopify. The recent guidance and buyback news comes after a sharp pullback, with the share price down 25.6% year to date and 26.6% over 90 days, even as the 3 year total shareholder return is around 2.8x. Short term momentum has softened despite earnings upgrades and growing attention on...

Array Digital Infrastructure (NYSE:AD) has completed a transformation by selling its wireless operations and related spectrum assets. The company transferred spectrum holdings to major carriers, including T-Mobile and AT&T, and repositioned itself as a focused tower operator. Array Digital Infrastructure secured new long term Master License Agreements with top telecom companies for tower usage. The company distributed special dividends and outlined plans to invest further in its...

Choice Hotels International (CHH) just reported fourth quarter and full year 2025 results, along with fresh 2026 earnings guidance, giving investors new data on revenue, profitability and management expectations for the year ahead. See our latest analysis for Choice Hotels International. At a share price of US$108.96, Choice Hotels International has seen a 19.2% 90 day share price return and a 3.98% 30 day share price return. Its 1 year total shareholder return of 25.71% decline contrasts...

TeraWulf recently advanced its pivot from bitcoin mining toward AI and high-performance computing by acquiring power and data center sites in Kentucky and Maryland, alongside preparing to release its latest quarterly and full-year results. This combination of infrastructure expansion and an upcoming earnings update highlights how the company is reshaping its role in digital infrastructure and AI-focused computing services. Next, we’ll explore how this push into large-scale AI and...

Clayton, Dubilier & Rice has agreed to acquire Sealed Air (NYSE:SEE), signaling a change in ownership for the packaging company. The deal is expected to bring new leadership focused on operational improvements, margin expansion and volume growth. The acquisition comes as Sealed Air shares most recently closed at $41.93. For investors watching Sealed Air, the ownership shift comes after a mixed share price record. The stock is up 26.3% over the past year and 5.7% over five years, while the...

If you are wondering whether Everpure is still good value at around US$67.72, you are not alone. The answer depends heavily on how you look at its valuation. The stock has seen mixed returns, with a 6.8% decline over the last 7 days and a 2.9% decline over the past month, set against a 10.5% return over 1 year, 137.3% over 3 years and 192.0% over 5 years. Recent coverage has focused on Everpure's long term share price performance and how it compares to broader tech names. This has reminded...

Modine Manufacturing (NYSE:MOD) is seeing strong demand tied to AI focused data centers. The company is expanding production capacity to support its data center cooling business. Modine is adding to its Climate Solutions platform through acquisitions. Management is highlighting record data center cooling orders and ambitious growth targets for this segment. Modine Manufacturing, traded on the NYSE under ticker MOD, builds thermal management and climate control solutions that sit behind a...

In February 2026, InterDigital and Türk Telekom revealed the world’s first collaborative cellular and Wi‑Fi sensing implementation using preliminary 6G architecture, while InterDigital also showcased AI-enabled teleoperation, haptic streaming with Razer, and immersive AR experiences at Mobile World Congress 2026. This combination of first-of-its-kind 6G sensing proof-of-concept and high-profile ecosystem partnerships highlights InterDigital’s role in shaping future wireless and immersive...

Why AutoZone stock is drawing attention now AutoZone (AZO) is back on many investors’ screens after its recent share move, with the stock showing mixed short term performance but a solid year to date gain and strong multi year total returns. See our latest analysis for AutoZone. At around $3,784 per share, AutoZone’s recent 1 day and 90 day share price declines contrast with its 14.55% year to date share price return and 5 year total shareholder return of 220.71%, indicating long term...

Context for MARA Holdings after its rebrand MARA Holdings (MARA) recently adopted its new name in August 2024, changing from Marathon Digital Holdings while continuing to operate as a digital asset technology business focused on bitcoin mining and data center solutions. See our latest analysis for MARA Holdings. The recent rebrand comes as MARA Holdings trades at US$8.05, with a 7 day share price return of 7.19% following a weaker 90 day share price return of 27.54% and a 1 year total...

Chord Energy stock moves and recent performance snapshot Chord Energy (CHRD) shares recently closed at US$104.92, with the stock showing a 0.3% decline over the past day and positive returns over the week, month and past 3 months. See our latest analysis for Chord Energy. At a 1-year total shareholder return of 1.95% and a 5-year total shareholder return of 189.31%, recent 7-day and 30-day share price gains suggest momentum has picked up again after a relatively muted year. If Chord Energy’s...

Chipotle Mexican Grill stock after recent performance shifts Chipotle Mexican Grill (CMG) has been drawing attention after a mixed run in its share price, with a 10.72% decline over the past month contrasting with a 7.23% gain over the past 3 months. See our latest analysis for Chipotle Mexican Grill. At a share price of US$36.49, Chipotle’s short term share price return has softened, with a 7 day decline of 3.67% and a 30 day decline of 10.72%. Its 3 year total shareholder return of 22.36%...

VEON Ltd. recently signed a Memorandum of Understanding with Hala, Dubai's leading e-hailing taxi solution backed by the RTA and Careem, to explore joint expansion of ride-hailing and mobility services across VEON's operating markets. This collaboration could deepen VEON's digital ecosystem by pairing its frontier-market reach with Hala's ride-hailing expertise, potentially broadening use cases beyond core telecom services. We’ll now examine how VEON’s move to expand ride-hailing...

Alkami Technology, Inc. recently announced that State Bank of Texas has gone live on its digital banking platform, while its MANTL unit partnered with MeridianLink to integrate account opening with lending workflows for financial institutions. Together with previously reported strong third-quarter 2025 results and large new client wins, these developments highlight Alkami’s widening role in powering modern digital experiences across both consumer and business banking. Next, we’ll examine how...

In February 2026, CarGurus, Inc. reported higher fourth-quarter and full-year 2025 revenue and earnings, announced a new US$250 million share repurchase authorization after completing its prior US$350.01 million program, and issued 2026 revenue guidance in the US$240.5 million to US$245.5 million range for the first quarter. The company also confirmed plans to wind down its CarOffer wholesale business and focus resources on higher-margin marketplace technology and international growth,...

In February 2026, LegalZoom.com, Inc. announced the LegalZoom Connector, integrating its attorney-services platform directly into Anthropic’s Claude ecosystem to route AI-identified high-risk legal issues to its nationwide attorney network on a fixed-fee basis. This move deepens LegalZoom’s human-in-the-loop model by turning AI document review inside Claude into a feeder for higher-value expert legal services and subscriptions. We’ll now examine how this new Claude integration, alongside...

EPAM Systems (EPAM) is under pressure after its latest earnings release, as a sharp share price drop followed revenue and earnings beats. Investors focused instead on softer 2026 guidance and client specific headwinds. See our latest analysis for EPAM Systems. That sharp post earnings reaction sits within a much weaker run for EPAM, with a 7 day share price return of 20.58% decline, a 30 day share price return of 40.97% decline and a 1 year total shareholder return of 38.80% decline. This...

Bristol Myers Squibb (BMY) has just put fresh clinical data in front of investors, reporting positive phase 2 results for Reblozyl in alpha thalassemia and an FDA filing for iberdomide in multiple myeloma. See our latest analysis for Bristol-Myers Squibb. Those Reblozyl and iberdomide updates land against a backdrop of improving price momentum, with a 30 day share price return of 12.72% and a 90 day share price return of 25.08%, while the 1 year total shareholder return is 11.17%. This...

Charter Communications (CHTR) is back on investors' radar after a cluster of moves, including an industry first WiFi 7 launch, rural fiber expansion, and the appointment of turnaround veteran Nick Jeffery as Chief Operating Officer. See our latest analysis for Charter Communications. These product launches, rural fiber builds and leadership changes come as the share price sits at US$231.85, with a 30 day share price return of 20.95% and a 1 year total shareholder return of 35.37% decline...

Why ORIC Pharmaceuticals stock is back on investors’ radar ORIC Pharmaceuticals (ORIC) has drawn fresh attention after reporting Phase 1b data for its lead cancer drugs and securing new funding that management expects will cover operations into the second half of 2028. See our latest analysis for ORIC Pharmaceuticals. The recent Phase 1b readouts, extended cash runway into late 2028 and new equity programs have all landed alongside a strong 64.26% year to date share price return. The 3 year...

Earlier in February 2026, GE HealthCare received FDA 510(k) clearance for three MR innovations, the helium-free SIGNA Sprint with Freelium, the high-performance SIGNA Bolt 3T scanner, and the AI-driven SIGNA One workflow ecosystem, aimed at improving imaging efficiency, sustainability, and access across diverse care settings. This combination of helium independence, reduced power and space requirements, and end-to-end AI workflow support could meaningfully influence how hospitals think about...

Serve Robotics stock performance catches attention Serve Robotics (SERV) has drawn fresh investor attention after recent trading, with the stock last closing at US$9.67. Short term returns are mixed, with a 4.7% move over the past day and a 4.3% gain over the past week. Over the past month the share price shows a 24.1% decline, while the past 3 months reflect a 4.3% negative total return and the year to date move stands at an 18.3% decline. Over the past year, Serve Robotics has a 1.7%...

Key recent moves and what they mean for Figma stock Figma (FIG) has drawn fresh attention after a sharp 1 day move of about 10%, extending a roughly 19% gain over the past week while still reflecting weaker month and past 3 months returns. See our latest analysis for Figma. The recent 1 day share price return of 10.83% and 7 day share price return of 18.74% come after a weaker patch. The year to date share price return of negative 27.07% and 90 day share price return of negative 24.08%...

Olin Corporation recently closed a long-standing US$36.99 million shelf registration tied to an ESOP-related offering of 2,250,000 common shares and affirmed a quarterly dividend of US$0.20 per share payable on March 13, 2026 to shareholders of record on March 3, 2026. These actions come shortly after weaker fourth-quarter 2025 results and softer 2026 guidance, highlighting the tension between ongoing shareholder payouts and pressure on earnings and margins. We’ll now assess how Olin’s...