U.S. IT Stock News

Berkshire Hathaway has entered a new era as Warren Buffett stepped down as CEO at the end of 2025, with Greg Abel taking the helm and moving to reshape the conglomerate’s portfolio, including plans to sell its long-held stake in Kraft Heinz. This leadership handover coincides with Berkshire controlling more than US$380 billion in cash and seeing its investments in five Japanese trading houses grow to a value approaching US$40 billion, giving Abel significant financial room to recalibrate the...

Baidu’s board has approved its first-ever dividend policy and a new share repurchase program of up to US$5.00 billion, effective through December 31, 2028, marking a shift toward recurring capital returns funded by operating profits, potential non-core asset disposals and other investment income. This move brings Baidu’s capital allocation closer to peers such as Alibaba and Tencent while the company continues to invest heavily in AI, including its Ernie assistant and the planned Hong Kong...

In late January 2026, Salesforce announced a US$5.60 billion, 10‑year IDIQ contract with the U.S. Army and joined EMBERPOINT LLC alongside Lockheed Martin, PG&E and Wells Fargo to supply AI‑enabled data, cloud and coordination tools for defense and wildfire mitigation. These moves highlight how Salesforce is positioning its Agentforce and data platforms at the core of mission‑critical government and public‑safety systems, even as software peers face mounting AI‑related business model...

If you are looking at Federated Hermes and wondering whether the current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock recently closed at US$52.12, with returns of a 2.2% decline over 7 days, a 0.9% decline over 30 days, a 0.5% decline year to date, and gains of 38.3% over 1 year, 48.3% over 3 years, and 123.8% over 5 years, which may have caught the eye of investors reassessing risk and return. Recent...

Universal Technical Institute (NYSE:UTI) is expanding its U.S. footprint with new campuses in Atlanta and San Antonio. The San Antonio location is planned as the company’s first campus focused exclusively on skilled trades. UTI is also adding a new healthcare facility in Phoenix and planning more than 20 new programs for 2026. The expansion is aimed at addressing ongoing skilled labor and healthcare worker shortages across the country. Universal Technical Institute, listed on the NYSE under...

Hamilton Insurance Group (NYSE:HG) has appointed Moussa Thiam as Group Head of Compliance. The promotion reflects the insurer's focus on governance and regulatory oversight as a public company. The role covers compliance across Hamilton's global operations and multiple regulatory regimes. For investors tracking NYSE:HG, this move comes as the stock trades at $29.7, with a 1 year return of 57.2%. Shares are also showing shorter term strength, with returns of 7.0% over the past week and 12.0%...

What the Oncotype DX milestone means for Exact Sciences (EXAS) investors Exact Sciences (EXAS) is back in focus after announcing that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than 2 million breast cancer patients worldwide. For you as an investor, this milestone highlights growing clinical use, long-running evidence behind the assay, and its role in treatment decision support. All of these factors feed directly into perceptions of the company’s...

Cboe Global Markets (CBOE) closed FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$2.99, setting the tone for a year where trailing twelve month revenue reached US$4.7b and EPS came in at US$10.46. The company has seen revenue move from US$4.1b and EPS of US$7.24 on a trailing basis at the end of 2024 to US$4.7b and EPS of US$10.46 by Q4 2025, framing a set of results where stronger earnings sit alongside improved profitability ratios and provide investors with a clearer view of...

Recent comments from Ferguson Enterprises (FERG) CEO Kevin Murphy put the focus on execution in a tougher market, with a 7% dividend increase and the Moore Supply Company acquisition drawing fresh attention to the stock. See our latest analysis for Ferguson Enterprises. The recent 18.43% 1 month share price return and 16.77% year to date share price return to $262.76 suggest momentum has picked up again. The 50.79% 1 year and 91.88% 3 year total shareholder returns show longer term investors...

Netflix (NasdaqGS:NFLX) faces extensive U.S. and European regulatory scrutiny over its proposed US$82.7b acquisition of Warner Bros. Discovery. The U.S. Department of Justice has opened an antitrust investigation that now covers both the merger terms and potential anticompetitive behavior. Ongoing U.S. Senate hearings and bipartisan political debate are adding pressure and elevating uncertainty around whether the deal will proceed as proposed. For investors watching Netflix, this proposed...

FIGS (NYSE:FIGS) has partnered with Olympic skier Lindsey Vonn ahead of the 2026 Winter Olympics. The company introduced a limited edition FIGS x Team USA collection designed for medical professionals. FIGS extended its collaboration with the US Olympic & Paralympic Committee through the LA 2028 Games. At a share price of $10.74, FIGS is drawing fresh attention as it aligns its healthcare apparel brand with one of the highest profile global sporting events. The stock has returned 101.9%...

Medline triggered by recent share performance Medline (MDLN) has drawn fresh interest after a recent daily move of 2.38%, building on a 7% gain over the past week and about 17% return over the past month. See our latest analysis for Medline. That recent 16.99% 1 month share price return and 16.45% year to date share price return, with the stock now at $47.30, points to momentum building rather than fading as investors react to Medline’s growth and earnings profile. If Medline’s move has you...

If you are wondering whether Asana’s share price now reflects its true worth or if the market has gone too far, you are not alone. The stock last closed at US$8.76 and has seen a 14.5% decline over the past week, a 35.3% decline over the past month, and a 59.9% decline over the past year, with longer term 3 year and 5 year returns of 39.5% and 78.9% declines. Recent headlines around Asana have kept attention on how the company is positioned in the work management software space and on how...

In late January 2026, Apellis Pharmaceuticals, Inc. was added to several S&P indices, including the S&P 1000, S&P 600, S&P Composite 1500, and the S&P 600 Health Care sector. This broad index inclusion meaningfully raises Apellis Pharmaceuticals’ profile among institutional investors and index-tracking funds, potentially reshaping its shareholder base and trading characteristics. We will explore how Apellis Pharmaceuticals’ addition to multiple S&P indices could influence its investment...

Fairholme Fund’s latest N-PORT filing shows it trimmed its stake in St. Joe (JOE) by 104,100 shares, yet the stock still represents 87.04% of the portfolio. This raises questions about concentration and risk. See our latest analysis for St. Joe. At a share price of $68.56, St. Joe has seen a 10.99% 1 month share price return and a 17.16% 3 month share price return, while its 1 year total shareholder return stands at 48.10%, suggesting momentum has been building even as Fairholme trims its...

Recent performance and key financial context Taboola.com (TBLA) has been under pressure recently, with the share price at US$3.60 after a 1 day return of negative 0.8%, a month return of negative 15.7% and a past 3 months return of negative 5%. Over the past year, the stock shows a total return of negative 8.6%, while the year to date move is negative 18.7%. Longer term, the reported 3 year total return is negative 9.1% and the 5 year total return is negative 72.4%. The company reports annual...

CMS Energy (CMS) closed out FY 2025 with fourth quarter revenue of US$2,233 million and basic EPS of US$0.94, alongside net income excluding extra items of US$286 million. Trailing 12 month revenue stood at US$8.5 billion with EPS of US$3.52 and net income of US$1,061 million. The company has seen quarterly revenue move from US$1,989 million and EPS of US$0.88 in Q4 2024 to US$2,233 million and EPS of US$0.94 in Q4 2025, with trailing 12 month EPS shifting between US$3.33 and US$3.52 over the...

Advanced Drainage Systems (WMS) has reported Q3 2026 results with revenue of US$693.4 million and basic EPS of US$1.20, alongside trailing twelve month revenue of about US$3.0 billion and EPS of US$6.06. The company has seen quarterly revenue move from US$690.5 million in Q3 2025 to US$693.4 million in Q3 2026, while basic EPS over that same Q3 period went from US$1.05 to US$1.20. This sets up a story where investors will be weighing mid single digit revenue progress against EPS trends. With...

Fresh sales update puts Buckle (BKE) back in focus Buckle (BKE) caught investor attention after its pre recorded sales and trading statement outlined comparable store net sales growth of 1.7% for January, 3.9% for the fourth quarter, and 5.6% for the fiscal year. See our latest analysis for Buckle. The share price, which closed at US$52.09, has reacted positively in the very short term with a 1 day share price return of 2.38% and a 7 day share price return of 10.13%. Longer term total...

In late January 2026, Rocket Lab successfully completed its 81st Electron mission from New Zealand to deploy KAIST’s NEONSAT-1A Earth-observation satellite for South Korea’s planned disaster and security monitoring constellation. At the same time, progress on Rocket Lab’s larger reusable Neutron rocket, including shipment of its “Hungry Hippo” fairing and scrutiny after a stage-1 tank rupture during testing, is shaping expectations for the company’s future role in heavier-payload and...

Brookfield Infrastructure Partners reported past full-year 2025 results, with sales of US$23.10 billion and net income of US$449 million, alongside higher earnings per share from continuing operations versus 2024. Beyond the headline numbers, the partnership advanced its AI-focused infrastructure buildout and raised its quarterly distribution to US$0.455 per unit, underlining its emphasis on income and next-generation assets. We’ll now examine how Brookfield Infrastructure’s earnings...

Philip Morris International (PM) has put up a busy FY 2025, with Q4 revenue of US$10.4b, basic EPS of US$1.39 and net income of US$2.2b, alongside trailing 12 month figures of US$40.6b in revenue, EPS of US$7.27 and net income of US$11.3b. The company has seen quarterly revenue move from US$9.7b in Q4 2024 to US$10.4b in Q4 2025, while EPS shifted from a loss of US$0.37 to EPS of US$1.39, setting up a year framed by higher margins and firmer profitability metrics that investors will be...

Blue Bird Corporation recently reported fiscal first‑quarter 2026 results, with sales rising to US$333.08 million and net income increasing to US$30.76 million, while reaffirming full‑year 2026 net revenue guidance of US$1.50 billion. The company also raised its full‑year adjusted EBITDA guidance after record first‑quarter profitability and a sharply higher order backlog, underpinned by growing demand for alternative‑power and electric school buses. Next, we’ll examine how the raised profit...

Truist Financial (TFC) is back in focus after Q4 results that broadly aligned with analyst expectations and the launch of a new AI driven integrated receivables platform aimed at tightening operations for commercial and corporate clients. See our latest analysis for Truist Financial. The recent Q4 update and AI receivables launch come on the back of firm momentum, with a 24.74% 3 month share price return and a 22.84% 1 year total shareholder return from a latest share price of US$55.81. If...