U.S. IT Stock News

If you are watching Dillard's (DDS) right now, you know the stock has been catching some serious attention. The spark? An uptick in momentum, powered by a wave of upward earnings estimate revisions and an endorsement from a major analyst rating service. These developments have put Dillard's in the spotlight, raising the question of what the future might hold for those considering whether to buy, hold, or cash out. This renewed optimism comes at a time when Dillard's shares have surged over...

On September 5, 2025, Lumentum Holdings completed a US$1.1 billion convertible senior unsecured note offering with a 0.375% fixed coupon, due in March 2032 under Rule 144A. This sizeable convertible debt issuance not only provides substantial capital but also introduces potential future equity dilution and balance sheet impacts for Lumentum Holdings. We'll examine how this large convertible note issuance could influence Lumentum's growth outlook and future capital structure. AI is about to...

iQIYI recently achieved profitability after five years of losses, now earning a 3.8% return on capital employed while keeping its capital base unchanged. Despite this turnaround, nearly half of iQIYI's assets are tied up in current liabilities, reflecting ongoing short-term financial risk. We'll explore how iQIYI's move to profitability, despite its high current liabilities, influences its broader investment narrative. Find companies with promising cash flow potential yet trading below their...

Simon Property Group’s Executive VP and CFO, Brian J. McDade, recently presented at the BofA Securities 2025 Global Real Estate Conference in New York, updating the investment community on key leadership changes and strategic priorities. Analysts highlighted the company’s strengthened executive team and ongoing focus on cash flow and redevelopment, reflecting the growing investor interest in retail transformation and mixed-use opportunities. We'll examine how the leadership transition and...

Emerson Electric (EMR) just caught the market’s eye, finishing the most recent trading day up 1.23%, outpacing the broader indexes. The spark appears to be investors recalibrating expectations ahead of the company’s next earnings release, with hopes riding on a 9% bump in earnings per share compared to last year’s quarter. Optimism about a 6% revenue increase is fueling this move, suggesting that many see fresh momentum in the company’s near-term business outlook. Looking at the bigger...

Southwest Airlines announced it will begin flights to Charles M. Schulz-Sonoma County Airport in Santa Rosa, California, starting April 7, 2026, connecting the region with San Diego, Las Vegas, Burbank, and Denver with a mix of daily and weekly service. This move marks Southwest’s 14th California destination, underlining the airline’s effort to strengthen its presence in key intrastate leisure and business travel markets. We'll consider how the addition of Santa Rosa service could influence...

What’s Behind Forward Industries' (FORD) Recent Moves? Forward Industries (FORD) has recently landed on investors’ radars, although there’s no major news event driving the shift. Sometimes, when a stock starts moving without a clear headline, it is often a sign that the market is beginning to rethink its valuation or that insiders may know something the rest of us do not. For long-term shareholders and new investors alike, this kind of unprompted action can be just as intriguing as a...

Earlier this month, Universal Health Services released its second quarter 2025 earnings report, revealing mixed performance across its segments and highlighting shifts in payer dynamics that are influencing investor sentiment. Rising implied volatility in UHS’s options market, alongside upward analyst earnings estimate revisions, underscores growing anticipation of a potential significant event impacting the company’s future outlook. We'll explore how heightened options activity and analyst...

Chewy, Inc. recently announced Q2 2025 results showing net sales of US$3.10 billion, an 8.6% increase year over year, alongside the launch of Get Real, a new line of minimally processed fresh dog food exclusive to Chewy. Customer growth and expansion into fresh foods gave a boost to revenues, yet profit declined from the previous year, highlighting both new opportunities and continued operational challenges. We'll explore how Chewy's introduction of the Get Real dog food line could influence...

At its 11th annual Developers Conference earlier this month, Roblox unveiled a range of new platform tools, performance upgrades, and IP licensing partnerships intended to empower creators, enhance user experience, and grow its developer ecosystem. An interesting takeaway is that creators on the platform collectively earned over US$1 billion in the year ending June 30, 2025, with Roblox targeting further expansion through these innovations and integrations with popular global brands. We'll...

Hyatt Hotels (NYSE:H) is in focus for investors this week after a highly anticipated inflation report sent ripples through the travel and leisure sector. The latest Consumer Price Index data strengthened market belief that the Federal Reserve is preparing to trim interest rates at its next meeting. This economic signal fueled fresh interest in Hyatt and its peers as optimistic investors considered how lower borrowing costs could influence demand for leisure travel worldwide. This momentum...

On September 4, 2025, GE Aerospace and BETA Technologies announced a partnership and a US$300 million equity investment by GE, aiming to accelerate hybrid electric aviation by developing a hybrid electric turbogenerator for advanced air mobility applications. This collaboration brings together the strengths of both companies, BETA’s expertise in electric flight and GE’s global scale and engine innovation, potentially advancing sustainable propulsion solutions for future aircraft. We’ll look...

Choice Hotels International recently announced that its board of directors declared a quarterly cash dividend of US$0.2875 per share, payable October 16, 2025, to shareholders of record as of October 1, 2025. This move coincided with the company's continued domestic and international expansion, including the opening of its first Radisson Blu property in Argentina and new Everhome Suites locations across the US. We’ll explore how the latest property openings and leadership changes could...

If you have been tracking Ardent Health (ARDT), the latest move in its stock might have caught your eye. The company’s shares jumped by 14% over the past month, a change likely fueled by consistently strong financial results. Ardent Health’s return on equity is 21%, compared to the industry average of just 13%. Efficient profitability and solid net income expansion seem to be boosting investor confidence even as some foresee future growth slowing down. This uptick follows strong operational...

CSW Industrials (CSW) has caught the attention of many investors after a wave of positive analyst sentiment focused on the company’s strong growth trajectory and upward earnings revisions. With fresh recommendations highlighting CSW’s ability to deliver consistent earnings growth and generate strong cash flows, sentiment has taken a turn for the optimistic. This spotlight on the company’s earnings prospects comes just as markets are looking for clues on where quality, mid-cap industrials...

Avadel Pharmaceuticals recently presented new clinical data at World Sleep 2025 in Singapore, highlighting that LUMRYZ, its once-at-bedtime narcolepsy treatment, led to clinically meaningful improvements in sleepiness and quality of life for both patients switching from other treatments and those new to oxybate therapy. An important insight from the presentations is that real-world use of LUMRYZ was associated with improvement in multiple narcolepsy symptoms and reduced interference in daily...

Supermicro recently announced the global availability and shipment of its NVIDIA Blackwell Ultra-powered server systems, including plug-and-play, pre-validated AI infrastructure solutions designed for large-scale training, inference, and data center deployments. An interesting material insight is that these solutions integrate advanced air and liquid cooling technology, which can decrease power usage and data center footprint, and are tailored for efficiency in the expanding AI data center...

Elevance Health (ELV) is making some bold moves, and if you follow the stock, you probably have questions about what comes next. The company has just announced a significant shift in its Medicare strategy by pulling out of certain underperforming Medicare Advantage markets and stepping away from the standalone Part D segment. These decisions, paired with the reaffirmation of its 2025 earnings outlook and clarity around expected results, suggest leadership is working proactively to maintain...

If you’ve been watching Texas Pacific Land (TPL) lately, a few headlines might be top of mind: weaker-than-expected Q2 earnings and the company’s decision to dual list its shares on the new NYSE Texas exchange. Missing forecasts on both revenue and profit tends to spark concern. However, the unique twist here is the fresh dual listing, opening the door to a broader investor base and potentially new momentum. These developments naturally raise the question: how should investors interpret this...

On September 11, 2025, GlobalFoundries Inc. filed a shelf registration with the SEC to potentially offer up to US$444.13 million in ordinary shares, amounting to 13,948,881 shares, as part of an ESOP-related offering. This registration provides flexibility for employee-related equity transactions and has the potential to impact share supply in the coming periods, making it a significant development for both existing and prospective shareholders. We'll explore how the potential for increased...

Omnicom Group (OMC) has landed squarely in the spotlight as several analysts have upgraded their earnings forecasts for the company in recent weeks. This renewed optimism about Omnicom's potential for growth has not gone unnoticed, raising fresh questions for investors weighing their next move. Analyst upgrades can often act as a catalyst for stock action. This makes it more important than ever to take a closer look at where Omnicom stands. Despite these positive revisions, Omnicom’s share...

89bio (ETNB) has caught the eye of investors following a recent share price dip. There is no single company announcement or market-shifting event to point to; yet the move has kicked off a new round of discussion around what is truly driving 89bio’s valuation these days. For shareholders and those watching from the sidelines, changes like this sometimes signal a fresh opportunity, or may simply reflect shifting risk perceptions in the biotech sector. Looking at the bigger picture, 89bio’s...

In September 2025, the Gallup-McKinley County Schools Board of Education filed a lawsuit against Stride, Inc., alleging fraud, deceptive practices, and systemic legal violations that prioritized profits over student welfare, particularly impacting Native American students. The complaint cites whistleblower testimony and documented declines in graduation rates, raising questions about the long-term risks of for-profit education models tied to public funding and cost control. We’ll examine...

In September 2025, Celcuity Inc. announced it had amended its senior secured credit facility with Innovatus Capital Partners and Oxford Finance, increasing its total available term loan facility to $500 million, including $350 million in committed capital and $150 million available at mutual discretion. This amendment enhances Celcuity’s access to capital, tying additional funding to regulatory and commercial milestones while extending repayment flexibility to support the development and...