U.S. Stock News

Karman Holdings has seen its share price fall sharply this year, which naturally puts a spotlight on whether the current valuation still lines up with what its earnings can support. With the stock now well below where it started the year, investors are increasingly asking if the recent move reflects a reset in expectations or an overreaction to near term concerns. The share price is down 54.1% year to date, which raises the question of whether the current earnings profile fully explains such...

MercadoLibre recently issued US$1b of SEC registered 5.850% senior unsecured notes due 2036, attracting strong demand from over one hundred institutional investors and adding long term liquidity for general corporate purposes. The new 10 year bond financing gives MercadoLibre extra flexibility to keep funding its e-commerce, fintech, logistics, and AI investments without relying solely on shorter term funding sources. We now look at how MercadoLibre's sizable 2036 bond issue could shape the...

Netflix (NasdaqGS:NFLX), Amazon, and YouTube have formed a new Streaming Access and Choice Alliance to influence streaming policy. The coalition is focused on promoting technology neutral rules for online video, including how live sports and premium content move behind paywalls. The alliance is positioning itself as an industry voice as regulators assess how major platforms handle sports rights and consumer access. The creation of the Streaming Access and Choice Alliance by Netflix, Amazon,...

Louisiana-Pacific recently broadened its LP SmartSide Trim & Siding line with a new 8-inch brushed smooth shake lap product and separately decided to indefinitely curtail OSB production at its Jasper, Texas mill from October 2026 in response to soft demand. This combination of adding higher value siding options while idling a 475 million square foot OSB facility highlights how management is actively shifting its footprint toward areas of steadier demand and potentially different margin...

Minerals Technologies (MTX) has drawn attention after reporting annual revenue of US$2.15b alongside a net loss of US$67.2m. This has prompted investors to reassess the stock following recent share price weakness. Minerals Technologies shares have eased in recent weeks, with a 30-day share price return of down 5.71% and a 90-day move of down 11.80%. At the same time, the year-to-date share price return is up 12.53% and the 3-year total shareholder return sits at 26.81%, suggesting near term...

Super Micro Computer (NasdaqGS:SMCI) traded lower on 14 September 2026 during a broad selloff in AI hardware and semiconductor stocks. Shares tied to AI infrastructure moved after Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman publicly warned about risks from rapid AI progress. Comments from the two executives have intensified debate over tighter AI oversight and potential changes to the pace of advanced model deployment. This broad AI and semiconductor pullback following warnings from...

Elastic (NYSE:ESTC) just rolled out Elasticsearch Vector Database, a serverless product aimed at large-scale vector search and AI workloads. It gives developers integrated tools to handle embeddings, indexing, and hybrid search with more predictable costs. Elastic shares have pulled back recently, with a 7-day share price return down 9.17% and a 30-day share price return down 3.80%, even after a strong 90-day share price return of 38.73% that hints at earlier momentum now cooling. Over the...

Nasdaq (NasdaqGS:NDAQ) expanded its partnership with Payward, the operator of Kraken, to build tokenized equity trading infrastructure. The collaboration includes developing Nasdaq Equity Tokens, or NETs, with an anticipated launch timeline in 2027. The partners plan to roll out new market surveillance technology designed to monitor both traditional securities and digital asset trading. The Nasdaq Equity Tokens and surveillance build out is only one part of what could shape Nasdaq's wider...

MP Materials has seen its share price move sharply in recent years, which puts a spotlight on whether the current US$50.51 quote is adequately grounded in the sales the business is generating. With rare earths policy and geopolitics in the headlines again, an open question is how much of MP Materials' valuation is tied to its actual revenue base rather than shifting sentiment. Over the past 3 years, MP Materials has delivered a share price gain of 142.5%, which raises the stakes on whether...

Arcus Biosciences (RCUS) has drawn attention after its shares closed at US$24.59, with recent returns mixed across different time frames. This has prompted investors to reassess what the current valuation implies for this clinical-stage oncology company. Recent trading has been choppy for Arcus Biosciences, with the share price down 5.97% over the last session and 17.09% over the past week. However, a 4.42% 90 day share price return and a very strong 1 year total shareholder return of 112.35%...

Campbell's (CPB) has been in the spotlight after a weak fiscal fourth quarter, a 36% dividend reduction, fresh impairment charges in its snacks portfolio, and guidance that points to further sales pressure in 2027. That weak quarter and the 36% dividend cut have fed into the recent price slide, with Campbell's posting a 30-day share price return of down 9.37% and a year-to-date share price return of down 24.22%, while the 1-year total shareholder return of down 32.06% and 3-year total...

RH has been rebuilding its brand around high end home design and new concepts like RH Estates, yet the stock’s long slide raises a simple question for you as an investor: Do today’s cash flows and what the business is working toward really support where RH trades now? Over the past 5 years, RH shares have fallen 79.9%, which puts the spotlight squarely on whether the current price still lines up with the cash the business can produce. Recent product extensions such as RH Estates and the...

SPS Commerce (SPSC) is scheduled to present at Citi’s 2026 Global TMT Conference on September 9 in New York, highlighting its supply chain software model to a broad institutional audience. The recent move helps put SPS Commerce’s journey in context. The 90 day share price return of 50.38% points to building momentum, yet the 1 year total shareholder return, down 22.29%, and 3 year total shareholder return, down 53.25%, show that a longer reset is still working through. Scan how SPS Commerce...

Oil just became the story again, as drone attacks on Saudi infrastructure, shipment risks around key sea lanes and already tight production stirred fresh anxiety about supply and inflation. That kind of shock can quickly reshuffle winners and laggards across global integrated oil and gas producers. This article unpacks that shift and walks through 3 stocks exposed to this news, to help you decide which deserve a closer look. The three integrated oil and gas producers highlighted below are...

Albemarle has seen its share price move around sharply in recent years, which puts fresh focus on a simple question for you as an investor: Is the current US$117.52 share price adequately backed by the company’s sales today and the revenue that the business may be able to generate ahead? The stock has delivered a 46.7% gain over the past year, which raises the issue of whether that jump is supported by the underlying sales profile of Albemarle. The business model relies heavily on converting...

Rhythm Pharmaceuticals and collaborators presented six new data sets at the 64th ESPE Meeting in Marseille, covering real-world and Phase 3 results for setmelanotide in paediatric acquired hypothalamic obesity, including BMI changes, hunger scores and cardiometabolic risk indices. The breadth of BMI and composite metabolic index readouts in a rare, paediatric hypothalamic obesity population gives Rhythm Pharmaceuticals additional clinical depth behind its MC4R pathway franchise, which...

DiamondRock Hospitality (DRH) has drawn fresh attention after its recent share price movement, with the stock closing at US$12.20 and showing mixed performance over the past month and past 3 months. For context, DiamondRock Hospitality has delivered a strong year-to-date share price return of 33.77%, while the 1-year total shareholder return, which includes dividends, sits at 55.05%. This suggests that recent momentum has been supported more by income and longer term holding benefits than by...

Vontier subsidiary Driivz recently introduced its AI-powered Network Optimization Agent at ICNC26, showing how its intelligence layer turns large volumes of charging, energy and customer data into faster operational decisions for EV charging operators. The new tool focuses on real-time network management and aims to support charger uptime, site profitability, first-time-right charging and customer retention, while helping to keep operational complexity in check as charging networks...

Patria Investments (PAX) continues to draw attention after a prolonged share price slide, with the stock down about 33% year to date and roughly 25% over the past year. Recent trading has extended that trend, with the share price down 4.7% over the past week and 7.7% over the past month. The 1 year total shareholder return has also declined, pointing to fading momentum in Patria Investments and a market that appears to be reassessing its risk and growth profile at around $10.62 per...

Leasing momentum at Highwoods Properties after new client announcement Highwoods Properties (HIW) has reported 1,100,000 square feet of second generation leasing activity since July 1, 2026, including more than 200,000 square feet of new leases and several long term renewals across multiple markets. Leasing momentum comes as Highwoods Properties trades at US$30.93, with a 90-day share price return of 5.03% and a year to date share price gain of 19.51%. The 3-year total shareholder return of...

Butterfly Network (BFLY) drew fresh attention after announcing a multi-year licensing deal with Merge Labs that centers on its Poseidon Ultrasound-on-Chip platform for brain-computer interface development. The Butterfly Network share price has rallied 95.47% year to date, and the 1 year total shareholder return of 341.57% points to a powerful rebound, even though the 30 day share price return declined 17.08% after a strong 29.73% gain over 90 days that helped set the stage for today’s...

Pursuit Attractions and Hospitality (PRSU) is set to address investors at the Bank of America Gaming and Lodging Conference on 10 September 2026, putting fresh attention on its travel focused attractions and lodging portfolio. Recent trading shows Pursuit Attractions and Hospitality carrying solid momentum into the conference, with a year to date share price return of 45.32% and a 1 year total shareholder return of 33.71%, sitting on top of a 74.08% total shareholder return over three years,...

Chevron (NYSE:CVX) is weighing an expansion of its global gas portfolio into the Mediterranean and Argentina as supply routes stay strained. The potential move targets additional liquefied natural gas exposure at a time when Middle East disruptions affect trade flows and contracts. Management is evaluating new upstream and export options that would add to the group's existing gas and LNG positions in other regions. Chevron’s push into Mediterranean and Argentine gas is important, but...

When the 10 year US Treasury briefly touched 5%, it turned a sleepy corner of the bond market into a loud wake up call for equity investors, especially around life insurers and annuity providers that live and breathe long term yields. Some stocks on that theme could see new tailwinds, while others may face fresh pressure. This article walks through three stocks exposed to that rate shock and explains why each one merits a closer look right now. The stocks highlighted below are just a small...