U.S. Online Retail and Ecommerce Stock News

NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

Penguin Solutions (PENG) Margin-Driven EPS Jump Tests Bearish Narratives In Q2 2026

PENGuin Solutions (PENG) put the focus firmly on profitability in Q2 2026, reporting revenue of US$343.0 million and basic EPS of US$0.59 on net income of US$30.8 million. Over the trailing twelve months, the company recorded revenue of about US$1.35 billion and EPS of US$0.72. In recent quarters, revenue has moved between US$324.3 million and US$365.5 million, while quarterly EPS has ranged from a small loss to US$0.59. For investors, a key point is that margins are now pointing in a more...
NYSE:GM
NYSE:GMAuto

General Motors Balances Mexico Production Tech Hub And Higher Truck Fees

SAIC-GM-Wuling, GM's Chinese joint venture, is exploring vehicle production in Mexico to address tariff exposure in North America. NYSE:GM is considering a new engineering hub in Silicon Valley focused on technology and product development. GM has raised destination charges for its full size trucks and SUVs, with the exact increase not publicly detailed. For investors following NYSE:GM, these updates touch on manufacturing, technology, and pricing at the same time. GM operates as a global...
NYSE:STWD
NYSE:STWDMortgage REITs

Starwood Property Trust Buyback And Dividend Coverage Shape Shareholder Appeal

Starwood Property Trust (NYSE:STWD) has authorized a new $400 million share repurchase program. Management reported stronger earnings and improved dividend coverage alongside the buyback announcement. The company highlighted these capital allocation moves as a key update for current and prospective shareholders. Starwood Property Trust is drawing fresh attention with its new buyback and dividend coverage update at a time when the shares trade around $17.22. The stock has seen a 34.7% total...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

How Investors May Respond To Evergy (EVRG) Extending Its Dividend Streak And Expanding Data Center Partnerships

Evergy recently extended its 23-year streak of dividend increases and secured new power-supply agreements with data center customers, underpinned by its BBB+ S&P credit rating and sizable multi-year capital spending plan. Together, the rising dividend, expanding data center load, and strong balance sheet underscore how Evergy is leaning into long-term infrastructure and cash-flow resilience. Next, we'll explore how these expanding data center agreements might reshape Evergy's investment...
NYSE:UBER
NYSE:UBERTransportation

Uber Rivian Deal Signals New Phase In Autonomous Supply Control

Uber Technologies (NYSE:UBER) agreed an exclusive deal with Rivian to deploy the newest R2 autonomous vehicles on the Uber platform. The agreement includes a US$300 million investment by Uber and a multi year rollout plan across major U.S. cities. The partnership focuses on using electric autonomous vehicles to support Uber's ride hailing operations and expand its autonomous supply. For investors following NYSE:UBER, this move sits at the intersection of ride hailing, electric vehicles and...
NYSE:VLO
NYSE:VLOOil and Gas

A Look At Valero Energy (VLO) Valuation After The Port Arthur Refinery Incident And Dividend Increase

Valero Energy (VLO) is back in focus after the recent explosion and fire at its Port Arthur refinery in Texas, ongoing legal action, partial unit downtime, and a higher dividend changed the stock’s risk profile. See our latest analysis for Valero Energy. Recent events around the Port Arthur incident, legal action, and the partial downtime of the diesel hydrotreater sit against a powerful backdrop, with a 30-day share price return of 12.12% and a 1-year total shareholder return of 119.85%...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Charter Political Spending Report Puts Governance And Valuation In Focus

Charter Communications filed an exempt solicitation ahead of its 2026 annual meeting. The company is seeking shareholder support for a proposal requesting a political expenditures report. The filing highlights rising investor focus on transparency around corporate political spending at NasdaqGS:CHTR. Charter Communications, NasdaqGS:CHTR, is drawing fresh attention from shareholders after moving to solicit support for a political expenditures report proposal. The company’s shares last...
NYSE:CRS
NYSE:CRSAerospace & Defense

Is It Too Late To Consider Carpenter Technology (CRS) After Its 136% One Year Surge

If you are wondering whether Carpenter Technology's share price still offers value after a strong run, the key is understanding what the current market price is actually baking in. The stock closed at US$391.51, with returns of around flat over 7 days, a 2.4% decline over 30 days, a 15.7% gain year to date and a 135.9% gain over the last year, while the 3 year and 5 year returns are both very large. Recent attention on sector trends and company specific developments has kept Carpenter...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Riot Platforms Board Shift Raises Questions On Oversight And AI Expansion

Riot Platforms (NasdaqCM: RIOT) has approved a phased declassification of its Board of Directors. The company plans to shift toward annual elections for all directors starting in 2029. This change follows shareholder proposals calling for greater board accountability and transparency. Riot Platforms, a Bitcoin mining and infrastructure company, is making this governance adjustment at a time when digital asset businesses face close scrutiny on capital allocation, risk controls, and...
NYSE:WU
NYSE:WUDiversified Financial

How Investors May Respond To Western Union (WU) Facing Cramer Critique And Convera’s Blockchain Shift

In recent days, Jim Cramer used his Mad Money lightning round to criticize Western Union’s earnings power and growth prospects, even as the company offers a relatively high dividend yield and low forward P/E. At the same time, renewed attention on Convera’s partnership with Ripple highlights how Western Union’s former business unit is embracing blockchain payments infrastructure that the parent company once deemed too costly. Next, we’ll examine how Cramer’s critique of Western Union’s...
NasdaqCM:DUOT
NasdaqCM:DUOTSoftware

Duos Technologies Group (DUOT) Q3 Loss Per Share Narrows Challenging Bearish Margin Narratives

Duos Technologies Group (NasdaqCM:DUOT) has reported its FY 2025 third quarter with revenue of US$6.9 million and a basic EPS loss of US$0.06, setting the tone for a year where profitability remains under pressure. The company has seen revenue move from US$1.5 million in Q2 2024 to US$4.0 million in Q1 2025 and then US$6.9 million in Q3 2025. Over the same periods, quarterly basic EPS losses shifted from US$0.43 to US$0.18 and then US$0.06, giving investors a clearer read on how sales growth...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

JP Morgan’s Upgrade Might Change The Case For Investing In PACCAR (PCAR)

Recently, JP Morgan upgraded PACCAR from Neutral to Overweight, signaling a shift in its assessment of the truck maker's prospects and relative positioning. This change, amid generally cautious stances from other brokers, highlights a growing divergence of opinion that may influence how investors view PACCAR's risk‑reward profile. Next, we'll examine how JP Morgan's more favorable stance could reshape PACCAR's investment narrative around truck demand, regulation, and profitability. Uncover...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips Marathon Deal Reshapes Valuation And Free Cash Flow Outlook

ConocoPhillips has completed its $22.5b acquisition of Marathon Oil, expanding its asset base and project pipeline. The all stock deal adds a range of oil and gas assets that are expected to support free cash flow through 2030. The transaction reshapes the long term outlook for NYSE:COP and its position among large integrated energy producers. NYSE:COP now trades around $130.52, with shares up 35.0% year to date and 41.7% over the past year. Over a 5 year period, the stock has returned...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

A Look At Plug Power (PLUG) Valuation After Securing Major Hy2gen Canada Electrolyzer Contract

Plug Power (PLUG) is back in focus after securing the Front End Engineering Design contract for a 275 MW GenEco PEM electrolyzer system at Hy2gen Canada’s Courant green ammonia project in Quebec. See our latest analysis for Plug Power. The Hy2gen win and recent earnings progress come against a backdrop of renewed buying interest, with a 1-year total shareholder return of 99.17% alongside a 3-year total shareholder return decline of 74% and a 5-year total shareholder return decline of 92.61%...
NasdaqGS:ADTN
NasdaqGS:ADTNCommunications

The Bull Case For ADTRAN Holdings (ADTN) Could Change Following New Terabit-Class 400G Edge Router Launch

Recently, Adtran Holdings expanded its edge routing portfolio by introducing Terabit-class routers with 400Gbit/s interfaces, aiming to help operators scale capacity at the network edge without adding space, power or operational complexity. An interesting aspect of this launch is the tight integration with Adtran’s optical transport and unified software platform, which could help service providers simplify architectures, cut equipment sprawl and standardize operations as bandwidth needs...
NasdaqGS:SBLK
NasdaqGS:SBLKShipping

Does Star Bulk (SBLK) Insider Buying and Fleet Strategy Shift Reframe Its Risk Reward Profile?

In recent days, Star Bulk Carriers reported upbeat management commentary on its 141-vessel fleet, highlighted operational benefits from its scrubber program, and outlined conditional vessel acquisitions, while analysts updated their views and a director materially increased his personal shareholding. This combination of insider buying, analyst reassessments, and management focus on fleet efficiency and disciplined growth offers fresh context for how investors might think about Star Bulk’s...
NYSE:FC
NYSE:FCProfessional Services

Franklin Covey (FC) Q2 Shows Continued Losses Testing Aggressive Profitability Forecasts

Franklin Covey Q2 2026 Earnings Snapshot Franklin Covey (FC) has just posted Q2 2026 results with revenue of US$59.6 million and a net loss of US$2.0 million, equal to EPS of US$0.17 loss. The company has seen quarterly revenue move between US$59.6 million and US$71.2 million over the past six reported periods, while EPS has ranged from a profit of US$0.35 to a loss of US$0.27 as profitability has shifted between positive and negative territory. For investors, a key focus is how these mixed...
NasdaqCM:AZ
NasdaqCM:AZAerospace & Defense

A2Z Cust2Mate Solutions (AZ) Q3 Loss Narrowing Challenges Bearish Narratives On Profit Path

A2Z Cust2Mate Solutions (NasdaqCM:AZ) has reported its FY 2025 third quarter results with total revenue of US$1.5 million and a basic EPS loss of US$0.04, while trailing 12 month revenue stands at US$7.5 million with a basic EPS loss of US$0.92. Over recent quarters, the company has seen quarterly revenue range between US$1.1 million and US$2.0 million, alongside quarterly basic EPS losses between US$0.10 and US$0.43. This gives investors a clearer picture of how sales and per share results...
NYSE:EPAM
NYSE:EPAMIT

Does EPAM’s AI and Security Pivot Outweigh Governance Concerns For Its Long-Term Narrative (EPAM)?

EPAM Systems recently filed a preliminary proxy urging shareholders to vote against a proposal granting 10% owners the right to call online special meetings, while also using its 2026 Investor Day to outline its medium-term AI services and security-focused outlook, including joining the Microsoft Intelligent Security Association. This combination of governance debate and emphasis on AI-driven, security-enhanced offerings highlights how EPAM is managing both shareholder rights concerns and...
NYSE:GNRC
NYSE:GNRCElectrical

A Look At Generac Holdings (GNRC) Valuation After Recent Short Term Share Price Weakness

Event context and recent performance snapshot Generac Holdings (GNRC) has been drawing attention after a period of mixed share performance. The stock recorded a 2.5% decline over the past day, a 1.9% slip over the past week, and a 12.3% pullback over the past month. See our latest analysis for Generac Holdings. The recent pullback sits against a much stronger run, with a 90 day share price return of 37.6% and a 1 year total shareholder return of 67.8%, suggesting earlier momentum has cooled...
NYSE:PM
NYSE:PMTobacco

How Investors Are Reacting To Philip Morris International (PM) Shareholder Push On Filter Cleanup Risk Transparency

In March 2026, Philip Morris International disclosed that shareholder advocacy group As You Sow filed a proposal urging the company to publish a report on the reputational, financial, and operational risks of not assuming responsibility for cigarette filter cleanup costs, while the board advised investors to vote against it at the May 6, 2026 annual meeting. This push for transparency on environmental liabilities contrasts with PMI’s broader messaging around its smoke-free transformation...
NYSE:BHE
NYSE:BHEElectronic

What Benchmark Electronics (BHE)'s Role in Scaling KeyMe’s AI Kiosks Means For Shareholders

In recent news, KeyMe Locksmiths announced that it has deployed its 8,000th AI-powered self-service kiosk across major U.S. retail locations, underscoring the scale-up of its smart retail platform. This milestone highlights Benchmark Electronics’ role in designing, industrializing, and manufacturing KeyMe’s kiosk platform, showcasing its capabilities in supporting rapidly expanding, AI-enabled hardware deployments. We’ll now examine how Benchmark’s role in scaling U.S. manufacturing for...
NYSE:MRK
NYSE:MRKPharmaceuticals

EU Ovarian Cancer Nod and New Trials Might Change The Case For Investing In Merck (MRK)

In recent days, Merck announced European Union approval for its KEYTRUDA plus paclitaxel regimen, with or without bevacizumab, as the first PD-1 inhibitor-based treatment for platinum-resistant ovarian cancer, alongside advancing multiple late-stage programs including the pivotal MALBEC trial for MK-8748 in wet age-related macular degeneration. This cluster of oncology approvals and positive cardiovascular, pulmonary, and ophthalmology data points underscores how Merck is expanding beyond...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

CorVel (CRVL) Valuation Check After Mixed Returns And A 51% One Year Shareholder Loss

What recent returns suggest about CorVel (CRVL) CorVel (CRVL) has had mixed share price moves, with gains of 1.6% over the past week and about 4.3% over the past month, set against a roughly 17.2% decline in the past 3 months. See our latest analysis for CorVel. The recent 4.3% 1 month share price return contrasts with a 17.2% share price decline year to date and a 51.0% 1 year total shareholder return loss. This suggests momentum has cooled after a stronger multi year total return...