U.S. Online Retail and Ecommerce Stock News

NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

A Look At Gaming And Leisure Properties (GLPI) Valuation After Recent Steady Share Performance

Why Gaming and Leisure Properties Is On Investors’ Radar Gaming and Leisure Properties (GLPI) has drawn attention after a recent stretch of steady share performance, with modest gains over the past month and past 3 months prompting a closer look at its fundamentals. See our latest analysis for Gaming and Leisure Properties. At a share price of US$46.20, Gaming and Leisure Properties has seen steady momentum build, with a 30 day share price return of 2.51% and a 5 year total shareholder return...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

A Look At Applied Optoelectronics (AAOI) Valuation After Its US$300 Million Sugar Land Expansion Plan

Applied Optoelectronics (AAOI) has broken ground on a new 210,000 square foot manufacturing facility in Sugar Land, Texas, and has doubled its planned investment in the site to US$300 million to support data center demand. See our latest analysis for Applied Optoelectronics. The new Sugar Land expansion comes after a sharp run in the share price. The 90 day share price return is 104.94% and the 3 year total shareholder return is very large. This suggests momentum has been strong even after a...
NYSE:CAVA
NYSE:CAVAHospitality

Is It Time To Reconsider CAVA Group (CAVA) After A 51.3% One Year Share Price Slide

If you are trying to figure out whether CAVA Group's share price lines up with its fundamentals, the valuation story is where things start to get interesting. The stock last closed at US$63.61, with a 7 day return of a 1.5% decline, a 30 day return of a 7.2% decline, a year to date return of 5.1% and a 1 year return of a 51.3% decline, which may catch the eye of investors thinking about potential upside or changing risk. Recent coverage around CAVA Group has mainly focused on its position...
NYSE:STT
NYSE:STTCapital Markets

State Street Expands Fee Businesses With New ETF And Mariner Deal

State Street (NYSE:STT) has launched a new actively managed Prime Money Market ETF, targeting investors who want exchange traded access to cash management. The company has also reached a wealth management technology agreement with Mariner, which will use State Street's Charles River platform. Together, these moves expand State Street's product shelf and deepen its role as a technology partner for financial advisors. For you as an investor, this combination of a new Prime Money Market ETF...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Beach Club And Higher Dividend Recast Cash Flow Story

Royal Caribbean Cruises (NYSE:RCL) announced its first stand-alone Royal Beach Club, expanding its leisure offerings beyond ships. The company also reported a higher quarterly dividend, indicating a change in its shareholder payout level. Both updates were recently communicated as part of Royal Caribbean's ongoing product and capital allocation plans. Royal Caribbean operates one of the largest global cruise brands, with revenue tied to ticket sales and onboard spending. The new beach club...
NasdaqGS:PRAX
NasdaqGS:PRAXBiotechs

Praxis Precision Medicines (PRAX) Valuation After Analyst Upgrades And Key Breakthrough Therapy NDA Plans

Why Praxis Precision Medicines stock is back on investors’ radar Praxis Precision Medicines (PRAX) has drawn fresh attention after multiple analysts expressed confidence in its lead drug candidates, alongside upcoming NDA submissions for ulixacaltamide and relutrigine, both with Breakthrough Therapy Designation. See our latest analysis for Praxis Precision Medicines. The recent 2.98% 1 day share price return and 18.55% 30 day share price return, on top of a 1 year total shareholder return of...
NasdaqGS:OZK
NasdaqGS:OZKBanks

A Look At Bank OZK (OZK) Valuation As Recent Price Moves Contrast With Mixed Long Term Returns

Bank OZK stock snapshot after recent movement Bank OZK (OZK) shares recently closed at $48.88. The 1 day and 7 day returns are slightly negative, while the stock shows gains over the past month, past 3 months and year to date. See our latest analysis for Bank OZK. The recent 1 day share price return of 0.75% and 7 day share price return of 2.02% follow stronger gains, with a 30 day share price return of 5.10% and a 90 day share price return of 10.84%. However, the 1 year total shareholder...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol-Myers Squibb Earnings Strength And Pipeline Shape Future Valuation

Bristol-Myers Squibb (NYSE:BMY) reported strong fourth quarter earnings, supported by a growth portfolio that includes several products now generating more than $1b in annual sales. The company highlighted upcoming pivotal pipeline readouts that could influence its future product mix and long term revenue profile. Bristol-Myers Squibb announced recent business moves, including the acquisition of Orbital Therapeutics, a collaboration with BioNTech, and plans for a new research facility. These...
NYSE:SYF
NYSE:SYFConsumer Finance

Is Synchrony Financial (SYF) Offering An Opportunity After Recent Share Price Pullback?

If you are wondering whether Synchrony Financial's current share price reflects its true worth, you are not alone. This article is built to help you size that up. The stock closed at US$71.11, with returns of a 3.9% decline over 7 days, an 8.9% decline over 30 days, a 16.0% decline year to date, but a 13.0% gain over 1 year, 113.4% over 3 years and 117.1% over 5 years. Recent price moves sit against a backdrop of ongoing focus on consumer credit trends, funding costs and card spending...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Technologies Group (BTDR) Q3 Loss Deepens And Tests Bullish Profitability Narratives

Bitdeer Technologies Group (NasdaqCM:BTDR) just posted its FY 2025 third quarter numbers with revenue of US$169.7 million, a basic EPS loss of US$1.28 per share and net income loss of US$266.7 million, putting profitability firmly in focus for investors. The company has seen quarterly revenue move from US$70.1 million in Q1 2025 and US$155.6 million in Q2 2025 to US$169.7 million in Q3. Over the same period, EPS moved from a profit of US$2.15 in Q1 to losses of US$0.76 and US$1.28 in Q2 and...
NYSE:GLP
NYSE:GLPOil and Gas

Did Global Partners' (GLP) Higher Quarterly Payout Just Recast Its Income-Focused Investment Narrative?

Global Partners LP recently declared a cash distribution of US$0.7600 per unit (US$3.04 on an annualized basis) for the October–December 2025 period, payable on February 13, 2026 to unitholders of record as of February 9, 2026, and scheduled its fourth-quarter and full-year 2025 results release for February 27, 2026. This distribution decision, coming just ahead of the upcoming earnings release, highlights management’s current capital return priorities and income profile for...
NYSE:ATGE
NYSE:ATGEConsumer Services

Covista Rebrand And AI Credentials Target Healthcare Workforce Demand

Covista, formerly Adtalem Global Education, has announced a corporate rebrand. The company has partnered with Google Cloud to launch AI credential programs for healthcare professionals. The rebrand and partnership highlight a sharpened focus on technology enabled healthcare education. These developments are material for Covista's positioning as a healthcare workforce education provider on the NYSE:ATGE. For you as an investor, the Covista rebrand and its work with Google Cloud point to a...
NYSE:TDW
NYSE:TDWEnergy Services

Why Tidewater (TDW) Is Up 6.7% After New 2026 Outlook and Buyback Update

Tidewater recently issued 2026 revenue guidance of US$1.32 billion to US$1.37 billion, reaffirmed vessel utilization near 76%, and left about US$500 million remaining under its share repurchase authorization, while Sagil Capital fully exited its position in the stock. At the same time, Black Bear Value Fund reiterated Tidewater as a key holding, highlighting the company’s sizeable offshore support vessel fleet, reduced debt, and capital return plans as reasons for its continued interest...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA And Duke Partnership Highlights Obesity Focus Amid Share Price Weakness

IQVIA Holdings (NYSE:IQV) has entered a collaboration with the Duke Clinical Research Institute to advance clinical research in obesity and cardiometabolic trials. The partnership focuses on complex clinical programs and aims to broaden access to diverse patient groups in areas of rising healthcare focus. For investors watching IQVIA Holdings at a share price of $168.85, this new collaboration sits against a backdrop of weak recent returns. The stock has declined 6.7% over the past week,...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Assessing Zenas BioPharma (ZBIO) Valuation After Positive MoonStone Phase 2 Results In Multiple Sclerosis

MoonStone Phase 2 data and why it matters for Zenas BioPharma (ZBIO) Zenas BioPharma (ZBIO) is in the spotlight after presenting Phase 2 MoonStone trial results for obexelimab in relapsing multiple sclerosis. The drug met its primary endpoint with a highly statistically significant reduction in new active brain lesions. For investors watching ZBIO, the detailed 24 week dataset, together with the late breaking presentation at the ACTRIMS Forum 2026, raises fresh questions about how this...
NYSE:SAFE
NYSE:SAFESpecialized REITs

Safehold Targets Value Unlock After S&P Upgrade And Buyback Launch

Safehold (NYSE:SAFE) received an S&P credit rating upgrade to A- with a stable outlook. The company announced a share buyback program alongside plans to monetize more of its unrealized capital appreciation, known as "Carats." Management outlined an expansion of ground lease originations, including a focus on affordable housing and broader geographic reach. Safehold, trading at $14.84, is working to reposition itself in the eyes of both credit markets and equity investors. The stock is up...
NYSE:CTOS
NYSE:CTOSTrade Distributors

Assessing Custom Truck One Source’s Valuation After The Hiab Partnership Expands Its U.S. Reach

What the Hiab partnership could mean for Custom Truck One Source The new dealer agreement between Hiab and Custom Truck One Source (CTOS) expands sales and service coverage for HIAB cranes and MOFFETT forklifts across Western and Northeastern states, providing investors with an additional data point on the company’s growth ambitions. See our latest analysis for Custom Truck One Source. Recent news around the Hiab agreement sits alongside strong share price momentum, with a 22.3% 90 day share...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials Settlement Clarifies Export Risks And Refocuses On AI Demand

Applied Materials (NasdaqGS:AMAT) agreed to a US$252.5 million settlement with the U.S. Department of Commerce related to export violations tied to shipments to China. U.S. Department of Justice and SEC reviews have been closed without further action, ending a period of regulatory scrutiny for the company. This resolution closes a major compliance overhang and clarifies Applied Materials' legal exposure around past export control issues. Applied Materials, a key supplier of equipment and...
NYSE:W
NYSE:WSpecialty Retail

Wayfair (W) Valuation Check After Recent Share Price Pullback And Mixed Return Profile

Wayfair stock performance sets the stage Wayfair (W) has drawn fresh investor attention after a mixed stretch in the share price, with a 6% decline over the past week and a larger pullback over the past month. See our latest analysis for Wayfair. That recent 30 day share price return of 30.68% and 22.56% year to date share price decline contrast with a 1 year total shareholder return of 73.40% and a 3 year total shareholder return of 61.65%, suggesting momentum has cooled after a strong...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing Luminar Deal Puts Photonics And Defense Execution In Focus

Quantum Computing Inc. (NasdaqCM:QUBT) has agreed to acquire Luminar Semiconductor to expand its photonic technology capabilities. The transaction is intended to strengthen QUBT's patent portfolio and deepen its engineering bench in quantum photonics. Management expects the deal to support government and defense contracts and help move toward more scalable manufacturing. Quantum Computing Inc. focuses on quantum and photonic computing solutions that aim to tackle complex optimization and...
NYSE:CLX
NYSE:CLXHousehold Products

Clorox Acquisition Of GOJO Tests Margins Valuation And Dividend Resilience

Clorox has completed a $2.25b acquisition of GOJO Industries, the maker of Purell. The company has also finished a major ERP system implementation while managing operational and margin pressures. Clorox continues its long-running dividend payments as it absorbs GOJO and focuses on cost and margin recovery. For investors watching NYSE:CLX, these moves come with the stock trading around $124.64 and mixed multi year performance, including a 23.6% return year to date and a 22.6% decline over...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Is It Too Late To Consider Ross Stores (ROST) After Strong Multi Year Share Gains?

Wondering if Ross Stores at around US$194.85 is still a good entry, or if most of the value is already reflected in the price? This article is built to help you think that through clearly. The stock shows a 3.0% return over the last 7 days, 0.8% over 30 days, 6.6% year to date, 40.3% over 1 year and 74.6% over 3 years, which may influence how you view its current risk and return trade off. Recent coverage of Ross Stores has centered on its position in off price retail and how its store...
NYSE:KMX
NYSE:KMXSpecialty Retail

CarMax Taps Ex IHG Leader Keith Barr To Refine Omnichannel Focus

CarMax (NYSE:KMX) has appointed Keith Barr as its next President and Chief Executive Officer. Barr previously served as CEO of InterContinental Hotels Group, bringing more than 25 years of global consumer and hospitality experience. CarMax, a major used car retailer in the United States, operates in a sector that has been reshaped by changing consumer preferences, digital car shopping, and evolving supply conditions for used vehicles. Investors often watch leadership changes at companies...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple Faces News Bias Review And Siri AI Delay As Valuation Holds

US regulators are examining whether Apple News shows political bias in how it curates and presents content. Apple is also reported to be facing delays to a major AI driven Siri upgrade that had been widely anticipated by users and investors. These developments arrive as Apple, NasdaqGS:AAPL, continues to lean on services and AI related features as important parts of its long term product mix. For anyone watching NasdaqGS:AAPL, this combination of regulatory questions and product timing...