U.S. IT Stock News

Crown Castle (NYSE:CCI) plans to sell its fiber and small cell businesses and concentrate on its core tower assets. The company is implementing significant workforce reductions alongside this planned divestiture. Crown Castle also intends to reduce debt while continuing dividends and share buybacks. Crown Castle, trading at $83.08, is reshaping its business around its tower portfolio while stepping back from fiber and small cell operations. The stock shows a 29.5% decline over 3 years and a...

Fermi (FRMI) drew fresh attention after announcing delivery of the first six Siemens Energy SGT-800 natural gas turbines for Project Matador, a key step in building its large hybrid power campus in Texas. See our latest analysis for Fermi. The turbines news comes after a volatile stretch for the stock, with a 1-day share price return of 8.62% lifting Fermi to US$8.69. Its 90-day share price return of 60.06% decline suggests momentum has been fading, despite a relatively mild year to date...

Antero Resources (NYSE:AR) has completed its acquisition of HG Energy II Production Holdings for about US$2.8b. The transaction is partly funded by a new US$1.5b unsecured term loan under a credit agreement. The deal expands Antero’s production footprint and changes its capital structure through added debt financing. Antero Resources, listed on the NYSE under ticker AR, operates as an independent oil and gas producer. By bringing HG Energy II Production Holdings into the fold, the company...

MGIC Investment Corporation has already reported fourth-quarter 2025 results, with revenue of US$298.65 million and net income of US$169.31 million, and for the full year 2025 generated revenue of US$1.21 billion and net income of US$738.35 million alongside a quarterly dividend declaration of US$0.15 per share. The company’s earnings per share from continuing operations increased year over year in both the quarter and the full year, supported by an extensive buyback program that retired...

If you are wondering whether HubSpot is starting to look attractively priced after its recent slide, you are not alone. This article is here to unpack what that might mean for you as an investor. HubSpot's share price closed at US$231.08, with returns of 5.7% decline over 7 days, 37.8% decline over 30 days, 39.5% decline year to date, 70.5% decline over 1 year, 36.5% decline over 3 years and 56.2% decline over 5 years. This naturally raises questions about how the market is currently viewing...

What Exxon Mobil’s Recent Performance Tells You Exxon Mobil (XOM) has caught investor attention after a 21.3% move over the past month and 26.2% in the past 3 months, inviting a closer look at how this aligns with its current fundamentals. See our latest analysis for Exxon Mobil. At a share price of $151.21, Exxon Mobil’s recent 7 day share price return of 9.26% and 30 day share price return of 21.35% sit alongside a 1 year total shareholder return of 41.26% and 5 year total shareholder...

If you are wondering whether ACI Worldwide at around US$41.83 is priced fairly or offering a bargain, you are not alone. This article focuses squarely on what you are getting for the price you pay. The share price has moved 5.8% over the last 7 days, while returns sit at a 10.6% decline over 30 days, an 8.4% decline year to date and a 20.0% decline over 1 year, set against a 55.9% gain over 3 years and a 1.2% gain over 5 years. Recent news around ACI Worldwide has mainly centered on its role...

In January 2026, Seadrill Limited announced that Equinor Brasil Energia exercised a one-year priced option for the ultra-deepwater drillship West Saturn, adding US$114,000,000 to Seadrill’s contract backlog and extending the 2022-originated contract through October 2027. This extension highlights continued demand for high-spec offshore drilling capacity and gives Seadrill greater visibility on future rig utilization and contracted revenue. We’ll now look at how the added US$114,000,000...

NCR Atleos Corporation recently renewed its long-standing partnership with Heart of England Co-operative, securing a five-year extension and a full upgrade of the retailer’s 35-site ATM estate to enhance free-to-use cash access across the region. This renewal highlights how NCR Atleos’ integrated hardware, software and managed services offering can deepen client relationships by improving ATM availability, operational efficiency and in-store footfall potential. We’ll now examine how this...

In late January and early February 2026, Lockheed Martin reported higher fourth-quarter 2025 sales and earnings, confirmed 2026 guidance, maintained a US$3.45 first-quarter 2026 dividend, and outlined a long-term framework with the U.S. Department of War to quadruple annual THAAD interceptor production to 400 units while ramping PAC-3 MSE output. This combination of major defense production commitments, continued investment in new manufacturing capacity, and ongoing dividends and buybacks...

If you are wondering whether DaVita's current share price reflects its true worth, this article walks through how the market might be valuing the business today. DaVita's stock recently closed at US$137.64, with returns of 2.2% over 7 days, 23.5% over 30 days, 20.2% year to date, 66.1% over 3 years and 32.1% over 5 years, set against a 20.8% decline over the last year. Recent headlines around DaVita have focused on its role as a major kidney care provider and on how healthcare policy,...

Live Oak Bancshares (LOB) is back in focus after quarterly results significantly beat market expectations, followed by an analyst firm lifting its valuation outlook while keeping a positive rating on the stock. See our latest analysis for Live Oak Bancshares. The latest quarterly beat and valuation upgrade come on top of strong momentum, with a 30-day share price return of 13.98% and a 90-day share price return of 30.10%. The 1-year total shareholder return of 15.73% and 3-year total...

Star Bulk Carriers (SBLK) heads into its February 25, 2026 earnings release with expectations for EPS of $0.59, and the market closely watching that projected 73.53% jump versus last year. See our latest analysis for Star Bulk Carriers. The share price at US$23.29 reflects strong recent momentum, with a 30-day share price return of 18.58% and a 1-year total shareholder return of 51.27%, suggesting investors are currently rewarding the earnings outlook more than near term revenue questions. If...

Key Insights Significant control over 5E Advanced Materials by individual investors implies that the general public has...

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...

Coca-Cola FEMSA. de (NYSE:KOF) has had a great run on the share market with its stock up by a significant 23% over the...

Why Williams Trading’s estimate cut matters for Crocs (CROX) before earnings Williams Trading’s Sam Poser just cut estimates for Crocs (CROX) ahead of its upcoming fourth quarter earnings, flagging potential consensus misses, weaker Hey Dude sales, and lingering product and pricing issues. See our latest analysis for Crocs. Those concerns come after a choppy run for the shares, with a recent 1 day share price return showing a 2% decline and a 90 day share price return of 12.12%. The 3 year...

If you have been wondering whether Hologic's share price reflects its true worth, this article walks through what the current market price might be saying about value. Hologic recently closed at US$75.02, with returns of 0.4% over the past week, 0.2% over the past month, 0.6% year to date, 15.0% over one year, and longer term returns of a 10.1% decline over three years and a 9.6% decline over five years. Recent news coverage around Hologic has focused on its role in medical technology and...

In late January 2026, Micron Technology broke ground on a new advanced wafer fabrication facility in its Singapore NAND complex, a planned US$24.00 billion, 10‑year project that will add 700,000 square feet of cleanroom space to support future NAND demand. The double‑story fab, integrated into Micron’s Singapore NAND Center of Excellence, is designed to co‑locate R&D and manufacturing, improve AI‑driven production efficiencies, and create about 1,600 highly skilled jobs while adhering to...

If you are wondering whether Advanced Micro Devices is still a fair deal after the recent excitement, this article will walk through what the current price might be implying about future expectations. AMD shares last closed at US$216, after a 12.3% decline over the past week, a 6.3% gain over the past month, and returns of 95.5% over 1 year and 159.8% over 3 years. Recent coverage has focused on AMD as a key name in high performance computing and artificial intelligence chips. Investors are...

If you are wondering whether StoneCo shares still offer value after a strong run, this article will walk through what the current price might be telling you. The stock recently closed at US$17.99, with returns of 7.4% over 7 days, 20.8% over 30 days, 22.5% year to date, 88.0% over 1 year and 84.3% over 3 years, compared with a 80.8% decline over 5 years. Recent headlines have focused on StoneCo’s role in Brazil’s digital payments sector and ongoing interest in fintech platforms. This helps...

Danaos (DAC) has paired its latest earnings release with a fresh dividend announcement, reporting higher fourth quarter sales and net income alongside a declared US$0.90 per share dividend for common shareholders. See our latest analysis for Danaos. At a share price of US$103.00, Danaos has seen building momentum recently, with a 30 day share price return of 4.32% and a 90 day gain of 9.10%, while its 1 year total shareholder return of 32.24% and 5 year total shareholder return of 235.11%...

In recent days, Cathie Wood’s ARK Invest shifted its crypto exposure by purchasing about 716,030 shares of crypto exchange operator Bullish for roughly US$17.8 million across multiple ETFs while trimming its Coinbase position by a similar dollar amount. This reallocation, made during broader crypto equity weakness and following Bullish’s earnings that exceeded analyst expectations despite ongoing losses, highlights growing institutional interest in the platform’s role within the...

Over the past two weeks, a wave of AI news around NVIDIA has converged: hyperscalers outlined very large 2026 AI capex plans, Samsung moved toward mass-producing HBM4 memory for NVIDIA’s next-generation Vera Rubin accelerators, and multiple new NVIDIA-powered collaborations in robotics, healthcare, education, and scientific computing were announced. Beyond data centers, these partnerships highlight how NVIDIA’s platforms like Isaac, BioNeMo, and Nemotron are increasingly embedded in...