U.S. Luxury Stock News

In December 2025, Google Cloud and Palo Alto Networks expanded their partnership to integrate Prisma AIRS across Google’s AI services, including Vertex AI and Agent Engine, and entered a new multibillion-dollar agreement to migrate Palo Alto’s internal security platforms onto Google Cloud’s infrastructure. This deeper alignment aims to build security into every layer of hybrid multicloud AI development, positioning Palo Alto Networks as a core provider of end-to-end protection for...

Nutanix (NTNX) has quietly slipped over the past month, even as its longer term three year return still looks strong. With shares now well below recent highs, investors are rechecking the growth story. See our latest analysis for Nutanix. Over the past year, Nutanix has shifted from a hot momentum story to a consolidation phase, with a 1 year total shareholder return of minus 19 percent. At the same time, the 3 year total shareholder return of just over 100 percent still reflects a strong...

Recent Stock Performance and Context Lumentum Holdings (LITE) has quietly staged a strong rebound, with the stock up about 2 % on the day, roughly 24 % over the past week, and more than 32 % this month. See our latest analysis for Lumentum Holdings. Zooming out, Lumentum’s momentum has clearly accelerated, with a 90 day share price return of roughly 149 % and a year to date share price gain of about 363 %, while multi year total shareholder returns point to a powerful longer term rerating...

Fidelity National Information Services has agreed to pay US$210 million to settle a long‑running investor lawsuit over alleged misstatements tied to its 2019 Worldpay acquisition, with the deal pending court approval and no admission of wrongdoing. The settlement caps years of Worldpay-related controversy following leadership changes and the sale of a majority stake in the business in 2023, potentially clearing a governance overhang as new investigations into board conduct emerge. With FIS...

On December 11, 2025, Abercrombie & Fitch promoted Robert J. Ball from Senior Vice President and Chief Financial Officer to Executive Vice President and Chief Financial Officer, alongside raising its annual profit forecast after strong third-quarter results driven by resilient demand, particularly at Hollister. This combination of upgraded guidance, leadership continuity in the finance function, and momentum at Hollister underscores how operational execution and governance decisions are...

In December 2025, Five9, Inc. announced that Amit Mathradas will become Chief Executive Officer and join the board on February 2, 2026, bringing extensive experience from AI-focused Nintex and tax automation provider Avalara, as well as prior leadership roles at PayPal, Web.com, and Dell. His background building AI-centric, agentic platforms and scaling enterprise software businesses positions him to influence how Five9 competes in AI-powered contact center solutions and partner-led...

If you are wondering whether Vistra is still a smart buy after its huge multi‑year run, or if most of the upside is already priced in, this breakdown can help you think through whether the current share price stacks up against its fundamentals. The stock has cooled off recently, slipping about 7.5% over the past month, even as it is still up 8.2% year to date and an eye‑catching 614.9% over 3 years and 824.0% over 5 years. This pattern hints at strong long‑term optimism alongside shifting...

Lamb Weston Holdings (LW) has turned into a battleground stock after its Q2 earnings, with volume growth and an upbeat dividend move colliding with cautious guidance, tighter margins, and a wave of skeptical analyst reactions. See our latest analysis for Lamb Weston Holdings. The stock is still digesting that guidance shock, with the 7 day share price return of minus 28.56 percent and a 30 day share price return of minus 24.84 percent dragging the 1 year total shareholder return to minus...

United Parcel Service (UPS) has quietly pushed its stock about 8% higher over the past month, even as its year to date return remains deeply negative. This development gives value focused investors a more interesting entry point. See our latest analysis for United Parcel Service. That recent 1 month share price return of around 8 percent builds on a strong 3 month share price rebound, but it still sits against a weak year to date share price return and a double digit 1 year total shareholder...

In recent months, Novavax has been shifting from direct commercial vaccine sales toward a royalty- and milestone-focused partnership model with Sanofi, while contending with tighter FDA vaccine standards and a smaller COVID booster market. At the same time, activist investor Shah Capital, which owns about 8.3% of Novavax, has publicly urged the board to pursue a sale, arguing the company’s value could be far above its roughly US$1.10 billion market capitalization. We’ll now explore how Shah...

Earlier this week, Novanta reported a 1.4% year-on-year revenue increase that came in 0.8% above analyst expectations, but EBITDA fell well short of forecasts and marked the slowest revenue growth across its electronic components peers. This mix of stronger-than-expected sales and weaker profitability raises questions about the efficiency of Novanta’s growth engine at a time when peers appear to be scaling more effectively. We’ll now examine how this revenue beat but EBITDA miss may...

Wondering if Bausch + Lomb at around $17 a share is a hidden bargain or a value trap? This article will walk through the numbers in plain English so you can decide for yourself. The stock has inched up 0.8% over the last week and 10.1% across the past month, even though it is still down 5.5% year to date and 4.8% over the last year. This hints that sentiment might be shifting after a tougher stretch. Recent headlines have focused on Bausch + Lomb expanding its eye health portfolio and...

In December 2025, XPeng announced a partnership with EP Manufacturing Berhad to start localized production of its intelligent EVs in Malacca, Malaysia, with mass production targeted for 2026 as part of a broader Asia-Pacific and European ecosystem build-out. This move uses EPMB’s local manufacturing strength and market knowledge to tailor XPeng models to Malaysian and ASEAN buyers while supporting Malaysia’s green industrial ambitions and local high-skilled job creation. We’ll now examine...

Conduit Power announced it has entered into financial agreements with Diamondback Energy and Granite Ridge Resources to develop 200 megawatts of new natural gas power generation across ERCOT’s Load Zone West, with Conduit building, owning and operating the facilities and targeting phased commercial operations starting in 2026. This move gives Diamondback a foothold in West Texas power infrastructure, linking its Permian presence to grid reliability and an additional cash-flow stream tied to...

Plug Power (PLUG) has had a choppy year, with the stock bouncing between short term rallies and pullbacks, but the latest move has investors asking whether the risk reward is finally shifting. See our latest analysis for Plug Power. With the share price now at $2.10, the recent 1 month share price return of 7.14 percent sits against a still weak 1 year total shareholder return of negative 13.22 percent. This suggests that momentum is tentative rather than decisive. If Plug Power's swings have...

In recent days, multiple Wall Street firms including Cantor Fitzgerald and Mizuho Securities upgraded SoundHound AI after highlighting its execution in voice and conversational AI and progress integrating recent acquisitions such as Interactions and Amelia. Analysts also pointed to restaurant-focused voice AI and the upcoming 2026 Consumer Electronics Show as important tests of SoundHound’s broader AI agent ambitions and cross-industry expansion. We’ll now examine how this wave of analyst...

Youdao (NYSE:DAO) has quietly delivered a strong year, with the stock up roughly 29% year to date and earnings accelerating, making it an interesting education tech name for investors to revisit. See our latest analysis for Youdao. The latest 7 day share price return of 9.0 percent, taking Youdao to around 9.19 dollars, adds to a solid year to date climb and builds on an impressive 3 year total shareholder return of roughly 82 percent, suggesting momentum is gradually rebuilding despite...

If you are wondering whether American Express is still attractive after such a strong run, or if you might be late to the party, this section will walk through what the market is really pricing in. The stock has climbed 2.0% over the last week, 7.6% over the past month, and is up 28.4% year to date, building on gains of 27.6% over 1 year, 176.1% over 3 years, and 241.2% over 5 years. Recent headlines have focused on American Express cementing its premium cardholder base and expanding co...

Luckin Coffee (OTCPK:LKNC.Y) is back in the spotlight after its aggressive expansion into North America and new Asian markets, as well as plans for a U.S. relisting that could reshape how investors value the stock. See our latest analysis for Luckin Coffee. Even with the latest share price at $34.25 and a softer 30 day share price return of negative 6.88 percent, Luckin Coffee’s three year total shareholder return of 60.12 percent and five year total shareholder return above 300 percent...

Wondering if Goldman Sachs Group at around $910 a share is still a smart buy, or if the best gains are already in the rear view mirror? This breakdown will help you decide whether the current price still stacks up against its fundamentals. The stock has climbed 4.4% over the last week, 15.2% over the past month and 58.4% year to date, adding to a 59.5% 1 year return and a 295.3% gain over five years that naturally raises questions about how much value is left. Recently, markets have been...

Skyward Specialty Insurance Group (SKWD) just teamed up with AI firm Sixfold to roll out AI powered underwriting across its U.S. property and casualty lines, a move that directly affects underwriting efficiency and cost. See our latest analysis for Skyward Specialty Insurance Group. The timing of this AI push lines up with a solid run in the stock, with a 90 day share price return of 10.68 percent and a more modest 1 year total shareholder return of 1.33 percent. This suggests near term...

If you are wondering whether Enterprise Products Partners is still a buy at around $32 a unit, you are not alone. Income focused investors have been debating if its current price really reflects the quality of its cash flows. The unit price has been fairly steady recently, up 0.2% over the last week and about 1.0% year to date, but that sits on top of longer term gains of 67.5% over three years and 137.5% over five years that have reset expectations. Those returns come as Enterprise...

Vertex Pharmaceuticals (VRTX) just delivered a busy update, with encouraging pediatric CASGEVY data, progress toward global filings, and an FDA Breakthrough Therapy nod for kidney drug candidate povetacicept, all underscoring its expanding pipeline. See our latest analysis for Vertex Pharmaceuticals. Those updates are landing against a strong backdrop, with the share price at $462.99 after a 30 day share price return of about 9 percent and a 62 percent three year total shareholder return...

Phoenix Financial and Blackstone recently announced a partnership under which Phoenix will commit up to US$5 billion across Blackstone-managed corporate, real estate and asset-based credit strategies, drawing on Blackstone’s global origination and co-investment platform. This comes as Blackstone also disclosed that it expects more than US$1 billion in realized revenues from investment exits in Q4 2025, underscoring how successful realizations can reinforce its position as one of the world’s...