U.S. Stock News

On August 25, 2025, Xscape Photonics and Tower Semiconductor announced the industry’s first on-chip, optically pumped, multi-wavelength laser source, built on Tower’s PH18 Silicon Photonics platform and tailored for AI datacenter fabrics. This innovation enables integration of programmable multi-color lasers directly on-chip, promising simplified design, lower latency, and greater scalability for high-speed AI data center connectivity. We'll explore how this breakthrough in integrated...

In August 2025, Fluence Energy, Inc. began production at its new Houston, Texas facility focused on thermal management components for its Gridstack Pro battery systems, marking further progress in onshoring supply chains. This expansion not only strengthens Fluence's U.S. manufacturing base but also supports the creation of over 1,200 domestic manufacturing jobs in 2025 across multiple U.S. sites. With this new facility enabling greater control over key system components, we'll examine how...

On August 21, 2025, Ross Stores released updated earnings guidance projecting third and fourth quarter comparable store sales growth of 2% to 3%, but with earnings per share expected to be below last year's levels, and also reported second quarter results showing sales growth to US$5.53 billion alongside a small year-on-year decrease in net income and earnings per share. An interesting aspect is Ross Stores' continued commitment to shareholder returns through buybacks and dividend payments,...

On August 27, 2025, Advanced Energy Industries announced it had expanded its ultra-efficient non-isolated bus converter family with two new high-power modules targeting 48 V power conversion in AI server, compute, networking, and industrial applications. The newly launched NDQ1300 and NDQ1600 modules achieve peak efficiencies up to 98%, addressing industry needs for power density and flexibility in advanced data center and industrial systems. We'll examine how these ultra-efficient power...

Prudential Financial recently reported second-quarter 2025 adjusted operating income of US$3.58 per share, exceeding expectations and achieving year-over-year growth, alongside an increase in assets under management to US$1.8 trillion as of June 30, 2025. The company expanded its EssentialTerm Suite of life insurance products and announced multiple fixed-income offerings, reflecting its ongoing efforts to address evolving customer needs and optimize its capital structure. With strong...

PDD Holdings recently reported its second quarter 2025 earnings, with sales rising to CNY 103.98 billion while net income declined to CNY 30.75 billion compared to a year earlier. Despite higher revenues, the decrease in both net income and earnings per share highlights ongoing margin pressures as the company continues aggressive investment. We will examine how the combination of growing sales and reduced profitability is shaping PDD Holdings' long-term investment narrative. We've found 19...

Revvity, Inc. recently opened its new In Vivo Imaging Center of Excellence in Morrisville, North Carolina, consolidating R&D teams across software, hardware, biology, and AI to advance imaging technologies. This initiative brings together expertise in machine learning, optical, microCT, and ultrasound to address workflow challenges faced by disease researchers and accelerate next-generation scientific solutions. We'll explore how Revvity's coordinated investment in cutting-edge imaging R&D...

In recent days, Stoke Therapeutics and Biogen presented encouraging Phase 1/2a and open-label extension data on zorevunersen for Dravet syndrome at the 36th International Epilepsy Congress, and Biogen and Eisai launched LEQEMBI, a therapy targeting early Alzheimer's disease, in Austria and Germany after securing European approval in April 2025. These developments highlight Biogen's growing influence in rare disease innovation and neurodegeneration, with the potential for first-in-class...

Recently released industry commentary revealed that ASGN faced a 6.8% annual sales decline and is projected to see flat revenue in the coming year, indicating ongoing demand challenges for its IT services. This development signals that ASGN continues to grapple with persistent market headwinds, without any recent positive updates to offset these pressures. Given that weak demand is now pressuring ASGN’s revenue outlook, we will assess how this influences its overall investment narrative and...

In August 2025, Vishay Intertechnology introduced new Automotive Grade ESD protection diodes with higher power and current ratings in the compact SOT-23 package, designed for applications ranging from automotive electronics to industrial automation and medical systems. This product launch expands Vishay's ability to serve a wider array of customers and end markets, supporting their positioning in high-reliability sectors demanding robust component performance. We’ll explore how this...

Precigen recently held a special call to discuss the FDA approval of the first and only approved therapy for adults with recurrent respiratory papillomatosis (RRP). This regulatory milestone not only introduces a new treatment option for a previously underserved condition but also signals a significant advance for the company in addressing rare diseases. We'll explore how launching the first FDA-approved RRP therapy may reshape Precigen's investment narrative by expanding its clinical...

In late August 2025, Albertsons Companies announced the launch of a global technology and innovation center in Bengaluru, India, appointing Sunil Gopinath as CEO of its India operations and unveiling a new asset-based credit facility of US$4.0 billion maturing in 2030. The company's large-scale investment in digital transformation and technology leadership highlights an accelerated push to develop enterprise-grade data and AI capabilities through international expansion and leadership...

On August 21, 2025, Purdys Chocolatier announced a new nationwide partnership with Block's Square, rolling out its point-of-sale and business operations technology across more than 80 retail locations in Canada. This client win reinforces Square's traction in the retail sector, showcasing broader demand for its integrated payment solutions and expanding hardware offerings. We'll examine how Purdys Chocolatier's adoption of Square could impact Block's long-term business positioning and sector...

Illumina recently reported its second quarter results, surpassing analysts’ revenue and EPS expectations despite a slight year-on-year revenue decline. An interesting point is that Illumina beat full-year EPS guidance, standing out among peers in the life sciences tools & services sector that also saw strong industry-wide performance. We’ll explore how Illumina’s ability to outperform on earnings guidance impacts its investment case and future growth outlook. The end of cancer? These 29...

On August 26, 2025, Optiv announced it had rolled out CyberArk’s Workforce Identity Security solution to over 2,500 employees in under 30 days, replacing its previous single sign-on system with no disruption to critical business applications. This rapid organization-wide adoption by a long-term partner highlights CyberArk’s ability to deepen client relationships and expand the reach of its identity security platform. To explore how this rapid, enterprise-scale switch by a key client might...

On September 2, 2025, Performance Food Group Company announced that Sachem Head LP had submitted four nominees for election to the Board of Directors at the upcoming 2025 annual meeting, while also disclosing an upcoming executive retirement and consultancy arrangement for Craig H. Hoskins. Activist investor interest via board nominations often signals possible changes in company governance or strategy that can attract market attention and influence investor expectations. We’ll examine how...

Semtech Corporation recently reported second quarter results showing improved sales at US$257.6 million, a smaller net loss of US$27.1 million, and announced a new goodwill impairment charge of US$42.0 million, with updated earnings guidance for the third quarter now projecting net sales of US$266.0 million (+/- US$5.0 million). While Semtech indicated no new shares repurchased in its buyback program this past quarter, the company has now completed repurchasing over 19 million shares since...

In August 2025, Symbotic announced that the SEC concluded its investigation into alleged Rule 21F-17 violations and revenue restatements without recommending enforcement action, and also appointed Andy Ross, the current President and COO of Parker-Hannifin, to its Board of Directors. This resolution removes a major regulatory uncertainty for the company, while Ross’s appointment adds operational expertise to Symbotic’s leadership as it develops next-generation automation technologies. We’ll...

On August 28, 2025, VEON announced a special call to provide updates on Kyivstar’s strategic initiatives, financial performance, and market outlook for investors and stakeholders. This announcement suggests heightened attention on Kyivstar’s role within VEON, underscoring its significance as a growth and value driver for the wider group. We'll examine how investor anticipation around Kyivstar’s financial outlook and strategy may influence VEON’s overall investment case. AI is about to change...

CACI International Inc. announced it has been awarded two new contracts by the Canadian Armed Forces as part of phase two of the Counter Uncrewed Aircraft System (C-UAS) Urgent Operational Requirement, with a total value of approximately US$124 million and up to 10 years of support. This expanded agreement highlights CACI's growing role in providing modular, advanced counter-drone capabilities to international defense clients, reinforcing its position in addressing emerging security...

Phreesia recently launched VoiceAI, an AI-driven phone solution for healthcare organizations that leverages natural language processing and real-time workflow integration to improve patient call handling and streamline communication without increasing staff workload. This innovation highlights Phreesia’s commitment to automating routine healthcare interactions, aligning closely with the growing trend of digital transformation in patient engagement and administrative processes. We'll explore...

On August 24, 2025, United Therapeutics announced an amendment to its collaboration agreement with MannKind, broadening the partnership to cover an additional development product using MannKind’s Technosphere platform and triggering an upfront payment plus potential milestone and royalty revenues for MannKind. This expanded collaboration highlights external confidence in MannKind’s core inhaled drug delivery technology and secures new opportunities for diversified, platform-driven revenue...

On August 29, 2025, Celsius Holdings and PepsiCo announced an expanded long-term partnership, with Celsius acquiring the Rockstar Energy brand in the U.S. and Canada, while PepsiCo increased its stake in Celsius to 11% through a US$585 million investment and gained an additional board seat. This agreement positions Celsius Holdings as PepsiCo's lead energy drink partner in the U.S., integrating Alani Nu into PepsiCo’s distribution and expanding Celsius's portfolio and market reach. We'll...

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders would be excited to see that the share price has had a great month...