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In March 2026, Recursion Pharmaceuticals reported an expanded partnership with Citeline to integrate real-world data into its AI-enabled drug development platform, and announced that oncology veteran Vicki Goodman, M.D., will become Chief Medical Officer as of April 6, 2026, succeeding David Mauro, M.D., Ph.D. Together, the data partnership and leadership change highlight Recursion’s push to strengthen clinical execution, particularly in oncology, by combining advanced analytics with deep...

In March 2026, HUBER+SUHNER and Aurora Networks announced a collaboration to help Vodafone Germany deploy Distributed Access Architecture and virtual CMTS technologies across its live cable network, enhancing speed, reliability and operational efficiency. This partnership underscores how Vistance Networks’ ecosystem is moving critical processing closer to end users, potentially making its virtualized broadband platforms more central to telecom infrastructure upgrades. We’ll now examine how...

The Morning Bull - US Market Morning Update Thursday, Apr, 2 2026 US stock futures are pointing lower this morning, with contracts linked to the S&P 500 down about 1.1% and the Nasdaq 100 off roughly 1.4%, as investors weigh strong US data against fresh price worries. The ISM Manufacturing PMI for March sits at 52.7, a level that signals factories are growing again, but its prices index has jumped to 78.3, hinting that the cost of raw materials is heating up. At the same time, retail sales...

L3Harris Technologies (NYSE:LHX) is supplying more than 100 mission elements, including engines and avionics, for NASA's Artemis II mission. Artemis II is planned as the first crewed lunar journey in over 50 years, with L3Harris providing critical propulsion and flight systems. The company's work on Artemis II positions it as a key partner in advancing U.S. space exploration efforts. For investors watching NYSE:LHX, this new phase of involvement in Artemis II comes alongside a share price...

Wagstaff Law Firm recently announced that Aimee Wagstaff was appointed co-lead counsel in a federal multidistrict litigation consolidating nationwide lawsuits accusing Lyft of failing to protect passengers from sexual assaults by drivers, highlighting allegations around background checks, ignored complaints, and delayed safety features. This consolidation into a single federal proceeding in early 2026 significantly concentrates Lyft’s legal and reputational exposure around passenger safety...

Dividend increase and buyback expansion sharpen focus on BankUnited BankUnited (BKU) has drawn fresh attention after its board lifted the quarterly dividend to US$0.33 per share and expanded share repurchase capacity by US$200 million. These moves align with management’s expectations for ongoing loan and deposit growth. See our latest analysis for BankUnited. At a share price of US$45.38, BankUnited has seen a 1-year total shareholder return of 35.99%, while the 3-year total shareholder...

In late March 2026, Kratos Defense & Security Solutions was selected by the U.S. Navy’s NSWC Port Hueneme Division for production and delivery of up to 36 Oriole solid rocket motors and three Thrust Vector Control nozzle kits under a contract that could total about US$49,213,246, while also being chosen by SKY Perfect JSAT to help develop and validate a software-based 5G Non-Terrestrial Network ground system in the Asia-Pacific region and appointing veteran aerospace and defense executive...

In March 2026, UiPath expanded its agentic AI platform with new industry-specific solutions for purchase-to-pay, retail, manufacturing, and financial services, and broadened CTO Raghu Malpani’s remit to Chief Product and Technology Officer while also filing a US$356.70 million Class A common stock shelf registration tied to an ESOP offering. By layering AI agents and orchestration via its Maestro platform on top of existing enterprise systems, UiPath is positioning its automation stack...

Why Materion (MTRN) Is On Investors’ Radar Today Materion (MTRN) is drawing fresh attention after recent share price moves, with the stock up about 2.3% over the past day but showing an 11.2% decline over the past month. At the same time, Materion’s past 3 months total return of 18.98% and 1 year total return of 79% sit against a market value of about US$3.0b, prompting investors to reassess what is currently priced in. See our latest analysis for Materion. For Materion, the recent 11.2% one...

What Host Hotels & Resorts stock’s recent performance tells you Host Hotels & Resorts (HST) has drawn increased attention after mixed recent share performance, with a 1 day return of about a 0.3% decline and a 7 day loss near 2%, while longer term returns remain positive. See our latest analysis for Host Hotels & Resorts. The recent 1 month share price decline of about 3% contrasts with a 90 day gain of roughly 8% and a 1 year total shareholder return near 38%, suggesting that momentum has...

TransDigm Group (NYSE:TDG) has raised $2b in new debt to fund a major round of capital deployment. The company has over $3.1b in pending acquisitions, including Jet Parts Engineering, Victor Sierra Aviation, and Stellant Systems. These moves come alongside substantial share repurchases and indicate a shift in how the company is using its balance sheet. For investors tracking NYSE:TDG, the focus has recently been on earnings results and updated guidance, but the current share price of...

Why Hawaiian Electric Industries (HE) Is Back in Focus Hawaiian Electric Industries (HE) has returned to investors’ radar after Jefferies reiterated an Underperform rating, as the utility pursues a phased $170 million revenue increase and advances a $100 million stockholder derivative lawsuit settlement. See our latest analysis for Hawaiian Electric Industries. At a share price of US$15.22, Hawaiian Electric Industries has seen a 23.74% 90 day share price return and a 39.38% 1 year total...

Understanding Infleqtion’s Stock Performance Context Infleqtion (INFQ) has drawn investor attention after recent trading, with the share price at $9.41 and a market cap of about $2.1b, alongside negative returns over the past month and the past 3 months. In this context, investors are now weighing the company’s $30.9 million in revenue and a reported net loss of $28.7 million, while considering how its quantum computing and sensing focus fits into broader portfolio goals. See our latest...

We feel now is a pretty good time to analyse TuHURA Biosciences, Inc.'s ( NASDAQ:HURA ) business as it appears the...

Amazon.com (NasdaqGS:AMZN) is reported to be in advanced talks to acquire satellite telecom provider Globalstar. The potential deal would support Amazon's efforts to build a low earth orbit satellite network and expand space based connectivity services. Discussions come after recent commercial and technology partnerships, including a Wi Fi arrangement with Delta Air Lines and a Skyward reseller agreement. Apple's existing ownership stake in Globalstar adds complexity to the negotiations and...

Why Antero Midstream is on investors’ radar today Antero Midstream (AM) has been drawing fresh attention after recent share price moves, with the stock showing a 1.1% decline over the last day and a 4.4% pullback over the past week. At a last close of US$22.55 and a market value of about US$10.8b, the midstream operator’s recent performance sits between a 1.6% decline over the past month and a 26.8% gain over the past 3 months. See our latest analysis for Antero Midstream. Even with the...

If you are wondering whether Corebridge Financial's current share price still offers value or if most of the opportunity has already been priced in, this article walks through the key clues in the valuation. The stock last closed at US$24.13, with a 0.2% decline over 7 days, a 7.1% decline over 30 days, a 20.5% decline year to date, and an 89.5% gain over 3 years, which can leave the current risk and reward trade off feeling unclear. Recent coverage has focused on Corebridge Financial's...

Loop Industries, Inc. ( NASDAQ:LOOP ) is possibly approaching a major achievement in its business, so we would like to...

comScore, Inc.'s ( NASDAQ:SCOR ) robust recent earnings didn't do much to move the stock. We believe that shareholders...

SES AI stock snapshot and recent performance SES AI (SES) has drawn fresh attention as investors reassess battery and energy storage names, with the stock trading around US$0.95 and recent returns showing mixed short and longer term performance. See our latest analysis for SES AI. At a latest share price of US$0.95, SES AI’s recent pressure is clear, with a 30-day share price return of 42.76% and a year to date share price return decline of 50.51%, while the 1-year total shareholder return of...

In March 2026, Quanta Services, Inc. affirmed a quarterly cash dividend of US$0.11 per share, with an ex-dividend and record date of April 2, 2026, and payment scheduled for April 10, 2026. At its 2026 Investor Day, Quanta’s leadership outlined ambitious long-term targets and an expanded role across power, technology, and supply chain capabilities, underscoring management’s confidence in the company’s multi-year growth ambitions. Now we’ll examine how Quanta’s new long-term growth targets,...

Bridgewater Associates, led by Ray Dalio, significantly expanded its position in Lam Research (NasdaqGS:LRCX) in the third quarter of 2025. The fund now holds over 3 million shares of Lam Research, following an earlier trim and subsequent increase in its stake in late 2025. This position reflects institutional interest in Lam's role in AI focused semiconductor equipment, particularly in etch and deposition tools. Lam Research supplies wafer fabrication equipment used in etch and deposition,...

Taysha Gene Therapies reported full-year 2025 results showing sales of US$9.77 million versus US$8.33 million a year earlier, alongside a wider net loss of US$109.0 million and a slightly improved basic loss per share of US$0.34 from continuing operations. The company also reinforced its push toward commercialization by appointing Brad Martin, who has extensive gene therapy market access experience including work on Zolgensma, as Senior Vice President of Market Access and Value in February...

Robinhood Banking has accumulated more than $1.5b in deposits in under six months. Nearly 100,000 customers are using the banking product, alongside trading and crypto services. The move pushes Robinhood Markets (NasdaqGS:HOOD) further toward a full-service financial app model. For you as an investor, this development signals that Robinhood is pushing beyond its original role as a trading platform into broader financial services. Banking now sits alongside equities, options, and crypto...