U.S. Stock News

Long term Treasury yields are climbing on fiscal worries, mortgage costs are rising, and housing related stocks are suddenly back in the spotlight. This mix can punish some companies yet open interesting windows for others that are tied to U.S. mortgage and housing finance. This article walks through three stocks exposed to this rate story, explaining how the same macro shock can create very different potential outcomes for your watchlist. The three stocks below are a starting sample. The...

Geron earnings and new RYTELO guidance draw investor focus Geron (GERN) has moved into the spotlight after reporting second quarter and first half 2026 results, along with fresh full year guidance for its oncology drug RYTELO, giving investors clearer visibility on expected revenue. See our latest analysis for Geron. Against this backdrop, Geron’s share price has reacted positively, with a 10.42% 1 month share price return and a 26.19% 3 month share price return building on a 20.45% year to...

Flex (NasdaqGS:FLEX) is back in focus after announcing plans to spin off its Cloud and Power Infrastructure segment, while also highlighting its role in data center and AI hardware at the recent OCP APAC Summit. See our latest analysis for Flex. Despite the recent spin off announcement and OCP APAC Summit spotlight, Flex’s share price has cooled in the short term, with a 1 day share price return of down 6% and a 7 day share price return of down 9.23%. However, the year to date share price...

The market punished Julong Holding on the day after earnings, with the stock falling 7.3% to ¥7.08, but the headline numbers tell a more nuanced story. The core question for you is whether the profit squeeze that worried traders is as severe as the price move suggests. Julong Holding reported first half 2026 revenue of ¥124.3m and net income of ¥11.7m, which keeps trailing net profit margin at 9.6% compared with 10.8% a year earlier. With the stock still trading on a trailing P/E of 38.9x,...

Hesai Group stock closed up 3.9% at US$17.77 on Wednesday, even though the shares are still down over the past week and past quarter. The market is reacting to one thing above all in this earnings print. Q2 marked a cleanly profitable quarter built on lidar revenue of about RMB 861m and a net margin that now sits in the mid teens over the past year. For short term traders that move looks decisive. For anyone thinking over a multi year horizon, the real story is the profit profile behind that...

Danaher stock has been roughly flat over the past year, while the valuation picture is mixed. A Discounted Cash Flow (DCF) estimate points to a fair price, but broader checks and market multiples suggest the shares are not especially cheap. Over the past 5 years, Danaher has delivered a total return that declined 23.5%, which frames the current valuation debate against a weak longer term share price record. Progress in areas like CRISPR off target analytics and AI enabled digital pathology...

Dow Inc. recently declared a US$0.35 per share dividend, paid on September 11, 2026 to shareholders of record as of August 31, 2026, and entered agreements with Boeing and RTX to support expanded Aegis missile defense system production under the Department of War’s Acquisition Transformation Strategy. This combination of a maintained cash return to shareholders and entry into missile defense manufacturing highlights Dow’s growing role in defense-related supply chains alongside its...

FTAI Aviation (FTAI) just closed a US$2.0b warehouse financing facility for its 2026 SPV, which is expandable to US$3.0b. For you as an investor, this is a key funding move for its aircraft leasing plans. See our latest analysis for FTAI Aviation. Despite the fresh US$2.0b facility, FTAI Aviation’s share price has been choppy recently, with a 7-day share price return down 6.95% and a 90-day share price return down 14.42%. However, the 1-year total shareholder return of 51.39% and very large...

In August 2026, WhiteWater and its partners, including Devon Energy, reached a positive Final Investment Decision to build the Solitude Pipeline System, two 48-inch natural gas pipelines linking the Permian Basin to Katy, Texas, with an initial capacity of about 2.25 billion cubic feet per day targeted for the second half of 2029, subject to regulatory approvals. This commitment deepens Devon’s integration into Permian midstream infrastructure, reinforcing its access to Gulf Coast LNG and...

Albemarle (ALB) is back in focus after its second quarter 2026 report showed US$1,743.31 million in sales and US$479.96 million in net income, alongside fresh full year guidance on revenue and lithium volumes. See our latest analysis for Albemarle. Following Albemarle’s strong second quarter results and refreshed 2026 guidance, the stock’s recent 13.6% one-month share price return contrasts with a 20.97% decline over three months, while the one-year total shareholder return of 74.22%...

Long term Treasury yields just took a step down after the U.S. Treasury moved to ramp up buybacks, and that small shift in borrowing costs is rippling through equity markets. When cash suddenly looks a bit less comfortable, investors often start hunting for better ways to put short term money to work. This article walks through 3 stocks exposed to that policy news and explains how each might benefit or face new tradeoffs. The three stocks below are just a sample from this theme, and the full...

In recent weeks, oil prices moving above US$80 per barrel have lifted investor interest in energy-related companies, including Cactus, which supplies engineered pressure control equipment and spoolable pipe for onshore drilling, completion, and production activity. This development underscores how Cactus’ focus on specialized wellhead and pipe technologies closely ties its business fortunes to shifts in commodity-driven oilfield activity and spending patterns. We’ll now explore how stronger...

Tandem Diabetes Care, Inc. reported past second-quarter 2026 results with sales of US$254.56 million and a net loss of US$21.17 million, while reaffirming full-year 2026 sales guidance of about US$1.07 billion to US$1.09 billion. Alongside these results, Tandem’s push into pharmacy-based pump distribution and new insulin delivery technologies suggests a meaningful shift in how it generates and sources its revenue. We’ll now examine how the pharmacy pay-as-you-go shift could reshape Tandem...

In recent weeks, Salesforce has expanded its enterprise AI footprint, highlighted by the U.S. Army Human Resources Command selecting Agentforce for secure, autonomous HR support within an IL5-authorized environment and by leadership changes including Srini Tallapragada stepping down to a Special Advisor role. Together with Agentforce’s very large ARR growth and upcoming high-profile AI keynotes, these developments underscore Salesforce’s push to embed agentic AI deeply into mission-critical...

In August 2026, Everpure Inc. announced a design win and supply agreement with a second top-five hyperscaler, expanding deployment of its software-powered DirectFlash technology to optimize hyperscale storage architectures for AI and next-generation workloads. This agreement deepens Everpure’s presence in the newly addressable hyperscale market and is expected to become a meaningful revenue contributor from fiscal 2028. We’ll now explore how this second top-five hyperscaler design win may...

Becton, Dickinson and Company recently reported third-quarter fiscal 2026 results showing higher sales of US$4,983,000,000 compared with a year earlier, while net income for both the quarter and year-to-date periods was lower than the prior year. Alongside these mixed earnings, BD advanced its tissue regeneration pipeline by fully enrolling the PREVENT trial for Phasix Mesh and reshaped its quality leadership team with the upcoming appointment of Gary Sorsher as chief quality officer and the...

Atmus Filtration Technologies recently reported second-quarter 2026 results showing sales of US$527.9 million and net income of US$63.9 million, alongside a raised full-year net sales outlook to US$1.975–2.03 billion. The company also increased its quarterly dividend to US$0.06 per share and completed a US$100.98 million buyback, underlining a stronger cash-return profile supported by the integration of its Koch Filter acquisition. Now we will examine how the raised full-year guidance...

A shareholder class action lawsuit was filed in August 2026 against Primoris Services Corporation, alleging deficient cost estimation, cost-to-complete forecasting, and project oversight on significant fixed-price renewable energy projects, which plaintiffs claim led to understated risks, undisclosed cost overruns, and unreliable financial guidance between August 2025 and June 2026. The wave of securities litigation and fiduciary-duty investigations now focuses squarely on Primoris’ core...

In August 2026, Rapport Therapeutics, Inc. reported second-quarter and half-year 2026 results showing a wider net loss, with Q2 net loss at US$56.62 million and basic loss per share from continuing operations at US$1.19, both higher than the prior year period. The six-month net loss rising to US$76.47 million, alongside a higher loss per share of US$1.61, highlights how spending and earnings trends are weighing more heavily on the company’s financial profile. We will assess how this widening...

CoStar Group stock has had a difficult run over the past year, yet the current market price sits at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model, while broader valuation checks point to a more mixed picture. Over the past 1 year the share price has declined 61.8%, which means recent investors have faced heavy losses even before considering any valuation upside. Recent housing and multifamily data from CoStar platforms such as Homes.com and...

In August 2026, Trane Technologies announced a collaboration with Eaton to integrate advanced thermal management and electrical system architectures for AI-focused data centers, introducing a unified reference design to improve efficiency, reduce materials use and lower installation costs compared with conventional setups. This partnership deepens Eaton’s role in AI data center infrastructure by linking its power distribution technology into NVIDIA-aligned platforms, potentially making it...

Redwire Corporation recently announced it has signed a teaming agreement with Kanematsu Corporation, making Kanematsu its commercial partner in Japan to support business development across power generation systems, microgravity payloads, and robotics technologies for the country’s growing space industry. This collaboration gives Redwire a local partner to help convert its space technologies into commercial and public-sector opportunities in Japan, potentially broadening its customer base and...

Liberty Energy stock reaction and recent performance snapshot Liberty Energy (LBRT) has traded under pressure recently, with the share price closing at US$20.14. The stock has declined 5% over the past day, 6.7% over the past week, and 16.3% over the past month. Over the past 3 months, Liberty Energy has fallen 38.7%. The past year reflects a total return of 92.6%. Year to date the stock is up 6.7%, and the 3 year total return is 32.3%. See our latest analysis for Liberty Energy. The recent...

In August 2026, TMC the metals company Inc. reported that its second-quarter net loss narrowed to US$60.12 million, with basic and diluted loss per share from continuing operations improving to US$0.14, while the National Oceanic and Atmospheric Administration issued a Notice of Intent to prepare an Environmental Impact Statement for TMC USA’s USA‑B exploration license application. This Environmental Impact Statement process covers about 122,000 km² of seafloor with an estimated 1.02 billion...