U.S. Stock News

Regulators in the Mid Atlantic region are proposing electricity rate caps that could affect Constellation Energy’s wholesale power revenues. Constellation Energy, ticker NasdaqGS:CEG, has secured all of its PJM auction capacity at the approved price cap. The company recently announced long term power agreements with large data center customers including Microsoft, Meta Platforms, and CyrusOne. Constellation is pursuing a US$26.6b acquisition of Calpine, expanding its generation footprint...

Chief Operating Officer Brian Aquilino has sold all his shares and options in Gold.com, exiting his personal position. The sale and full divestment came shortly after Gold.com received significant investment from Tether. The timing links a major insider exit with a high profile capital injection into NYSE:GOLD. For investors watching NYSE:GOLD, this mix of a fresh Tether investment and a full insider exit puts the focus squarely on alignment between management and shareholders. The stock...

Silicon Motion Technology (SIMO) has attracted fresh attention after reporting fourth quarter and full year 2025 results alongside upbeat guidance for early 2026, followed by a special cash dividend announcement. See our latest analysis for Silicon Motion Technology. The recent results and 2026 guidance arrived alongside a strong run in the shares, with a 60.71% 3 month share price return and a 136.29% 1 year total shareholder return suggesting momentum has been building, despite a 1.50% 1...

Molina Healthcare (MOH) has drawn fresh attention after reporting a quarterly net loss, sharply lower full year profits, cautious 2026 guidance, and an expected US$93 million non cash impairment on intangible assets. See our latest analysis for Molina Healthcare. The recent quarterly loss, softer profit profile, impairment charge and more cautious 2026 outlook have come alongside a sharp 30 day share price return of 29.28% decline and a 1 year total shareholder return of 49.60% decline. This...

In early February 2026, Southwest Airlines announced a major shift in its business model, rolling out assigned seating, bag fees, premium seating options, and a plan to equip hundreds of aircraft with SpaceX’s Starlink WiFi, while also declaring a quarterly US$0.18 per-share dividend and confirming two board resignations effective February 23, 2026. This combination of cabin upgrades, new ancillary revenue levers, and governance changes marks a broad reset of how Southwest manages both its...

Earlier this week, Cipher Mining Inc. added real estate investment specialist Thomas Duda to its Board of Directors, aiming to support its pivot toward large-scale data center development for bitcoin mining and high-performance computing hosting. Duda’s two decades of experience in commercial real estate and infrastructure investing underscore how critical property selection, leasing, and long-term asset management are becoming to Cipher’s evolving business model. We’ll now examine how...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

On February 11, 2026, Blackstone Mortgage Trust, Inc. reported fourth-quarter and full-year 2025 results showing a move back to net profitability, confirmed a largely performing loan book, completed a US$138.61 million share repurchase program, and appointed Deputy CFO Marcin Urbaszek as Chief Financial Officer, Treasurer and Assistant Secretary following Anthony Marone’s resignation from those roles. Together, the restored earnings, portfolio clean-up and orderly finance leadership...

If you are wondering whether BridgeBio Pharma's share price still reflects good value or has run too far, it helps to step back and look at what the current valuation is really telling you. The stock last closed at US$75.25, with a 3.8% gain over the past week, a 1.3% decline over the past month, a 3.8% decline year to date, and a 112% return over the last year, plus a very large return over three years that is more than 7x. These sharp moves have been accompanied by regular clinical and...

Applied Optoelectronics, NasdaqGM:AAOI, has announced a major expansion with a new manufacturing facility in Sugar Land, Texas. The multi million dollar project is designed to scale production of optical transceivers for AI and data center customers. The company plans to create 500 local jobs as part of this U.S. manufacturing build out. Applied Optoelectronics, trading at around $44.46, is drawing fresh attention with this U.S. expansion move. The stock has seen a 20.0% return over the...

Consolidated Edison (ED) is back in focus after announcing another quarterly dividend increase and reaffirming its target payout ratio, a move that keeps the utility firmly on the radar of income focused investors. See our latest analysis for Consolidated Edison. The dividend news comes on top of a clear upswing in market sentiment, with a 30 day share price return of 9.55% and a 1 year total shareholder return of 22.85%. This suggests momentum has been building rather than fading. If this...

Brink's (BCO) has been drawing more attention after recent share price moves, leaving investors weighing how its cash management and security services business lines compare with its current valuation and recent return profile. See our latest analysis for Brink's. At a share price of $130.69, Brink's has seen a 90 day share price return of 18.86% and a 1 year total shareholder return of 41.25%, which together suggest recent momentum building on a stronger multi year outcome. If this move in...

AppLovin (NasdaqGS:APP) is exiting its mobile gaming business to focus fully on its advertising technology platform. The company is repositioning its AI powered ad stack to serve new sectors, including e commerce, fintech, and automotive. This shift marks a move away from operating games and toward being a pure advertising technology provider. For investors watching NasdaqGS:APP, this pivot comes after a very large 3 year return and a current share price of $390.55. More recently, the stock...

Lufax Holding (NYSE:LU) has just posted its FY 2024 numbers, with third quarter revenue of C¥5,543.4 million and a basic EPS loss of C¥1.12 as the group continues to work through a period of negative earnings. The company has seen revenue move from C¥9,270.3 million and EPS of C¥1.68 in the second quarter of 2023 to C¥5,543.4 million and EPS of C¥1.12 loss in the third quarter of 2024, while trailing twelve month EPS has swung from a profit of C¥1.55 to a loss of C¥5.54. For investors, the...

FDA grants full approval to TransMedics Group’s next generation OCS ENHANCE Heart trial, clearing a key regulatory hurdle for its heart transplant technology. The decision affirms the company’s progress in organ care systems that aim to support more consistent and controlled heart transplant procedures. TransMedics Group (NasdaqGM:TMDX), which focuses on organ transplant technologies, now has full FDA approval for its OCS ENHANCE Heart trial at a time when its shares trade at $129.84. Over...

In recent days, Sprouts Farmers Market has drawn attention as institutional investors increased their stakes, analysts reinforced a positive operational view, and short interest climbed, all ahead of the company’s February 2026 earnings release. Together, these moves highlight a tension between confidence in Sprouts’ strong health-focused grocery model and the elevated bearish positioning visible in its short interest. We’ll now examine how rising institutional ownership and optimism ahead...

Honeywell International Inc. recently declared a quarterly dividend of US$1.19 per share, payable on March 13, 2026 to shareholders of record on February 27, 2026, and outlined plans to spin off its Aerospace division following Q4 2025 results that exceeded earnings and revenue expectations. The combination of a continued cash return through dividends, an accelerated Aerospace separation, and higher 2026 earnings guidance signals a major reshaping of Honeywell’s business mix around...

Spectrum Brands Holdings (SPB) has packed several shareholder focused moves into its latest update, pairing a new US$300 million share repurchase authorization with completed buybacks, first quarter earnings, reiterated guidance, and fresh acquisition commentary. See our latest analysis for Spectrum Brands Holdings. Those capital returns and acquisition comments come as the share price sits at US$76.14, with a 30 day share price return of 22.95% and 90 day share price return of 39.30%, while...

In early February 2026, ZTO Express (Cayman) Inc. issued full-year 2025 guidance, projecting total revenues of RMB48,500.0 million to RMB50,000.0 million and gross profit of RMB12,150.0 million to RMB12,550.0 million, while also completing a US$1.50 billion 0.925% senior unsecured convertible bond offering due March 1, 2031. This combination of higher revenue expectations driven by parcel volume growth alongside lower forecast gross profit highlights emerging margin pressure just as ZTO adds...

Interactive Brokers Canada has introduced Registered Retirement Income Funds (RRIF) for Canadian clients. The new RRIF accounts allow direct conversion from existing RRSPs and integration with other registered accounts on the same platform. This launch broadens retirement income options for Canadians who want more control over their withdrawals and investments. Interactive Brokers Group, NasdaqGS:IBKR, is adding RRIFs at a time when its shares trade around $74.75, with a 1 year return of...

Unsurprisingly, Diodes Incorporated's ( NASDAQ:DIOD ) stock price was strong on the back of its healthy earnings...

Dana (DAN) has drawn fresh attention after recent trading, with the share price sitting near $33.39. With mixed growth figures and a value score of 1, investors may reassess how the business is currently priced. See our latest analysis for Dana. The recent 21.29% 1 month share price return and 66.53% 3 month share price return suggest momentum has been strong, while the 102.55% 1 year total shareholder return points to a solid payoff for investors willing to sit through the ride. If this kind...

Several big banks have turned more cautious on Eagle Materials (EXP), trimming their ratings and outlooks. This shift comes even as the company reports firm cement and aggregates volumes and attracts sizeable institutional interest. See our latest analysis for Eagle Materials. Recent moves in Eagle Materials’ share price have been relatively steady, with a 15.41% 90 day share price return and a 73.34% three year total shareholder return contrasting with a 5.72% one year total shareholder...

Riot Platforms recently secured a 10-year property tax abatement from Milam County for its Texas data center expansion and announced Advanced Micro Devices (AMD) as the first tenant at the new high-performance compute facility. This combination of local tax relief and anchoring a blue-chip chipmaker as a tenant marks a meaningful shift in how Riot monetizes its large power footprint beyond Bitcoin mining. We’ll now examine how landing AMD as a flagship data center tenant could reshape Riot...