U.S. Online Retail and Ecommerce Stock News

D.R. Horton recently reported quarterly earnings that exceeded analyst expectations even as revenue fell, reflecting affordability pressures and high interest rates weighing on home sales, while also announcing plans for US$2.50 billion in share repurchases and US$500 million in dividends for fiscal 2026. At the same time, the company’s shrinking backlog, lower earnings per share, and weaker return on invested capital highlight mounting pressure on its ability to find profitable growth...

In recent days, Microsoft reorganized its Copilot operations by unifying consumer and commercial teams under a new executive leader while partners like UiPath, Accenture, and others launched deeper integrations across Microsoft’s security and AI platforms. This cluster of moves points to Microsoft increasingly using its ecosystem and governance layers as the backbone for large‑scale, enterprise AI deployments. Next, we’ll examine how unifying Copilot and scaling partner-built AI solutions...

Texas Instruments (TXN) is back in focus after unveiling a complete 800V DC power architecture for next generation AI data centers, built around NVIDIA’s 800 VDC reference design and headed to the NVIDIA GTC 2026 show floor. See our latest analysis for Texas Instruments. Despite a recent 1 month share price return of 14% decline from its February high to around US$194.45, Texas Instruments still carries a 9.5% year to date share price gain and an 11.8% 1 year total shareholder return, with...

Recent attention on United States Antimony (UAMY) has been driven largely by Jim Cramer calling it an interesting speculative name that actually makes money, with his comments followed by a 51.5% share price gain. See our latest analysis for United States Antimony. That surge of interest comes after a long run in the stock, with a 90 day share price return of 126.87% and a year to date share price return of 73.69%. The 1 year total shareholder return is very large, pointing to strong momentum...

Marvell Technology (NasdaqGS:MRVL) introduced the Structera S 30260, a 260 lane CXL switch, and the Structera S 60260, a 260 lane PCIe 6.0 switch. The company is showcasing these products at OFC 2026, with live demonstrations and partner integrations focused on AI data center use cases. Both switches are designed to support memory pooling and large scale connectivity for next generation AI data center infrastructure. The launches build on Marvell’s acquisition of XConn Technologies and...

Norwegian Cruise Line Holdings (NCLH) is drawing fresh attention as shareholders look ahead to a June 11 annual meeting featuring activist proposals, while the newly launched Norwegian Luna showcases the group’s latest ship design and guest experience. See our latest analysis for Norwegian Cruise Line Holdings. At a share price of $20.27, Norwegian Cruise Line Holdings has a 1 day share price return of 2.17%, while the year to date share price return of 11.02% contrasts with a 1 year total...

Ondas (ONDS) has moved into the spotlight after announcing a partnership with Palantir and World View Enterprises, alongside acquisitions of Rotron Aerospace and Indo Earth Moving, reshaping its role in autonomous defense and critical infrastructure technologies. See our latest analysis for Ondas. Those moves have coincided with strong share price momentum, with a 53.05% 90 day share price return and a very large 1 year total shareholder return. This suggests that investors are pricing in...

If you are wondering whether Healthpeak Properties is attractively priced or not, its current share price of US$17.65 only tells part of the story. The stock has returned 1.4% over the last week, 5.7% over the last month, and 9.0% year to date, while the 1 year return sits at a 7.6% decline and the 5 year return at a 27.1% decline. These mixed returns sit against a backdrop where Healthpeak Properties is part of the Health Care REITs space, a segment many investors watch for income and...

In recent weeks, Blue Owl Capital’s asset‑backed lending unit uncovered financial irregularities at UK bridging lender Century Capital Partners and accelerated repayment on its exposure to the riskiest junior debt tranche, a move that pushed the lender into administration. This episode has intensified scrutiny of private credit risk controls and liquidity management, putting Blue Owl’s underwriting standards and fund governance under a brighter spotlight. We’ll now examine how Blue Owl’s...

Western Digital has been named one of the 2026 World’s Most Ethical Companies by Ethisphere. This is the company’s eighth consecutive year receiving the recognition. Western Digital (NasdaqGS:WDC) is drawing attention for more than its storage portfolio, with Ethisphere again recognizing the company as one of the 2026 World’s Most Ethical Companies. The stock trades at $313.81, with returns that are very large over the past 1 year and 3 years, and a 67.2% return year to date. For investors...

Earlier this month, National Energy Services Reunited Corp. announced it had secured several multi-year cementing contracts in the Middle East and North Africa worth about US$300 million over five years, including a major award in Kuwait and multiple projects across North Africa. Beyond bolstering its cementing footprint, these long-duration awards enhance NESR’s revenue visibility in its core MENA markets and underpin its counter-cyclical investment approach. We’ll now assess how these new...

Granite Construction (GVA) is back in focus after Candelo Capital Management initiated a new position of 49,088 shares, following a record operational year and a large pipeline of committed and awarded projects. See our latest analysis for Granite Construction. Granite Construction's share price has eased in the short term, with a 1 day share price return of a 1.15% decline and a 30 day share price return of a 7.09% decline. However, the 1 year total shareholder return of 67.32% and 3 year...

In March 2026, Newmark Group, Inc. was awarded the exclusive leasing, property management and project management assignment for a 66-building, 4.2 million-square-foot office and flex portfolio across key Suburban Philadelphia submarkets including Wayne, Malvern, Exton and Horsham. This mandate, combined with Newmark’s advisory role on T5 Data Centers’ planned US$2.00 billion equity raise, underscores the firm’s growing presence in both stabilizing suburban office/flex markets and high-demand...

In the most recent quarter, MSC Industrial reported revenue growth of 4% year on year and exceeded analyst estimates for EBITDA and adjusted operating income. This earnings outperformance highlights how the company’s focus on execution and cost control can influence its financial resilience in a mixed demand backdrop. We’ll now examine how MSC Industrial’s stronger-than-expected earnings, especially the beat on EBITDA and adjusted operating income, affect its investment narrative. Explore...

Why Ciena (CIEN) Is Back on Investors’ Radar Ciena (CIEN) has drawn fresh attention after recent share price moves, with the stock showing strong returns over the past month and past 3 months. That shift is prompting closer scrutiny of its fundamentals. See our latest analysis for Ciena. At a share price of US$370.05, Ciena has seen momentum build, with a 30-day share price return of 21.76% and a very large 1-year total shareholder return that far outpaces its shorter term moves. If Ciena's...

On 5 March 2026, Waystar announced an expanded collaboration with Google Cloud to integrate Gemini models and data infrastructure more deeply into its AI-powered revenue cycle platform, aiming to scale automation across complex healthcare payment workflows. The next phase of this partnership focuses on agentic AI that combines financial and clinical intelligence from billions of transactions to reshape patient encounters and the full claims lifecycle. Next, we’ll examine how this deeper...

Wondering if Automatic Data Processing is starting to look like better value at around US$209.73, or if the recent share price leaves little margin of safety. The stock has seen a 3.5% decline over the last 7 days and is down 17.1% year to date, with a 27.3% decline over the past year standing against modest 3.0% and 26.8% returns across the last 3 and 5 years. Recent headlines around Automatic Data Processing have focused on its role as a major provider of payroll and HR services, along...

If you are wondering whether Procore Technologies at around US$59 a share is a bargain or just fairly priced, the valuation story is where things get interesting. The stock has recently shown mixed signals, with a 2.8% gain over the last 7 days and 12.7% over the last 30 days, while year to date it is down 15.8% and the 1 year return sits at a 14.0% decline. Recent attention on Procore has centered on its role in construction software and how investors are interpreting the stock's pullback...

What Progressive’s recent performance tells investors Progressive (PGR) has seen mixed share performance recently, with a 1-day return of about a 0.4% decline and a past 3-month return near a 10% decline. This has prompted investors to reassess expectations around the insurer’s current valuation. See our latest analysis for Progressive. At a share price of $203.79, Progressive’s recent 1-day and 7-day share price declines sit against a year-to-date share price return of about a 4% decline...

In recent days, Super Micro Computer, Inc. expanded its NVIDIA-aligned AI infrastructure portfolio, unveiling new RTX PRO 4500 Blackwell-based enterprise and edge systems, a context memory (CMX) storage server on NVIDIA’s STX architecture, and Vera Rubin platform designs at NVIDIA GTC 2026. These launches deepen Supermicro’s role as a full-stack “AI factory” partner, bundling GPUs, storage, networking, liquid cooling, and certified software into turnkey systems for data center, enterprise,...

Hexcel (HXL) has been in focus after appointing James Coogan as chief financial officer and executive vice president, and institutional investor Artisan Partners added the stock to its top holdings, citing improved prospects for aircraft production. See our latest analysis for Hexcel. Despite the recent CFO appointment, board changes and program wins in aerospace, Hexcel’s short-term share price has cooled. The stock has seen a 9.83% 1-month share price decline, following a 90-day share price...

Blackstone Mortgage Trust, Inc. has declared a US$0.47 per‑share first‑quarter 2026 dividend on its Class A common stock, payable April 15, 2026 to shareholders of record on March 31, 2026. Separately, investment manager Bamco Inc. NY increased its stake to about 1.01% in the third quarter of 2026, underscoring growing institutional engagement with Blackstone Mortgage Trust’s commercial real estate lending platform. Next, we’ll examine how Bamco Inc. NY’s larger position could shape...

PVH (PVH) has drawn investor attention after its recent share performance, with the stock posting a 1.8% gain over the past day but showing negative returns over the month and the past 3 months. See our latest analysis for PVH. At a share price of $63.47, PVH's recent 1 day and 7 day share price gains contrast with weaker 30 day, 90 day and year to date share price returns. The 1 year and multi year total shareholder returns remain negative, suggesting momentum has faded compared with earlier...

Multiple law firms have launched class action lawsuits accusing Apollo Global Management of making misleading statements about its relationship with Jeffrey Epstein. New court filings and disclosures claim Apollo leaders maintained regular contact with Epstein and shared confidential internal financial information despite earlier assurances that no business relationship existed. The allegations have already affected trading in NYSE:APO and are raising fresh questions about legal, regulatory,...