U.S. Stock News

Alphabet (NasdaqGS:GOOGL) has selected Intel to manufacture more than 3,000,000 custom AI chips for its data centers. This is the first time Alphabet will use Intel as a contract manufacturer for its proprietary AI hardware. The move responds to tight capacity at Taiwan Semiconductor and growing demand for AI computing power. Alphabet, the parent company of Google, is invested in AI infrastructure that supports search, cloud services, and enterprise AI tools. By adding Intel to its...

Wondering whether GE Vernova is still good value after a strong run, or if the stock is already pricing in too much optimism. The stock closed at US$933.85, with the share price down 1.8% over the last week and down 10.2% over the last month, but still up 37.4% year to date and 95.0% over the past year. Recent coverage has focused on GE Vernova as a standalone listed business in the capital goods sector, with investors paying closer attention to how the stock trades around major sector and...

In May 2026, The Gap, Inc. reported first‑quarter sales of US$3,497 million and net income of US$339 million, alongside completing a US$401 million buyback of 16,685,674 shares. The company also tightened full‑year guidance to more modest net sales growth while targeting diluted EPS of about US$2.83 to US$2.93, highlighting a focus on margin and cost discipline despite uneven brand performance. We’ll now examine how Gap’s raised full‑year earnings guidance, despite softer quarterly...

Intuit (INTU) has announced a new fixed income offering of callable, senior, unsecured fixed rate notes, a funding move that gives investors another way to assess the company alongside its recently volatile stock performance. See our latest analysis for Intuit. The new bond issue comes as Intuit’s share price has been under pressure, with a 30 day share price return of down 22.91% and a year to date share price return of down 51.46%, while the 1 year total shareholder return is down 59.71%...

Corning (NYSE:GLW) announced a multiyear, multibillion dollar agreement with Amazon to supply optical fiber and connectivity solutions. The deal supports Amazon's U.S. data center expansion focused on AI workloads and broader cloud demand. Corning plans to add 1,000 new manufacturing jobs tied to this agreement. The company is also expanding a major fiber optic technician training program to support data center buildouts. This agreement adds Amazon to Corning's growing roster of large...

Carrier Global (CARR) has caught investor attention after reporting quarterly results that topped analyst expectations on revenue and adjusted EPS, while keeping its quarterly dividend intact despite ongoing pressure in the residential HVAC market. See our latest analysis for Carrier Global. At a share price of US$67.35, Carrier has posted a 15.27% 90 day share price return and a 25.84% year to date share price return. The 1 year total shareholder return is down 4.62% and the 3 year total...

Levi Strauss (LEVI) is in focus after rolling out Microsoft Foundry and GitHub Copilot, introducing an AI Super Agent in Microsoft Teams that connects HR, finance, inventory, and IT decision-making. See our latest analysis for Levi Strauss. Levi Strauss shares have been firming up, with a 90 day share price return of 22.57% and a 1 year total shareholder return of 34.91%. This suggests recent AI and brand initiatives are feeding into improving momentum despite some short term price noise. If...

Recent share performance and business snapshot Aurinia Pharmaceuticals (AUPH) has seen mixed short term returns, with the stock down 1.1% over the past day but up around 2% over the past week and month. Over the past 3 months, the stock has gained about 5.8%, contributing to a total market value of roughly US$2.0b, backed by annual revenue of US$298.3m from its autoimmune focused therapies. See our latest analysis for Aurinia Pharmaceuticals. At a share price of US$15.66, Aurinia has posted...

Event context and recent stock move Indivior Pharmaceuticals (INDV) has been attracting attention after a mixed stretch in its share price, with the stock up over the past year but down over the past month. This has prompted fresh interest in its valuation. See our latest analysis for Indivior Pharmaceuticals. At a share price of $37.39, Indivior Pharmaceuticals has seen momentum cool in the past month with a 30 day share price return down 5.34%, even though the 90 day share price return is...

In the first quarter of 2026, Quantum Computing Inc. reported a stronger balance sheet, substantial liquidity and a US$16,000,000 contract backlog following the acquisitions of Luminar Semiconductor and NuCrypt, while advancing plans to expand its manufacturing facilities. A key takeaway is that Quantum Computing Inc. now has greater capacity to fund organic growth and manufacturing scale-up in quantum communications and government markets without near-term financing concerns. We’ll now...

The Hershey Company has appointed Mitchell Arends as Chief Supply Chain Officer, effective June 22, 2026, while long-time supply chain leader Jason Reiman transitions toward retirement in 2027 and focuses on modernization efforts. By pairing Arends’ extensive consumer-packaged goods supply chain experience with Reiman’s modernization expertise, Hershey is emphasizing digital integration, automation, and network optimization across its manufacturing and logistics footprint. Next, we’ll...

Borr Drilling’s subsidiary Borr IHC Limited has launched cash tender offers to repurchase parts of its 10.000% 2028 and 10.375% 2030 senior secured notes, funded by a planned US$1.60 billion new issuance of senior secured notes due 2032 and 2034 and existing cash. The refinancing plan, which includes proposed covenant changes and collateral releases on the existing notes, could materially reshape Borr Drilling’s debt profile and operating flexibility. We’ll now examine how this large-scale...

News (NWSA) is back in focus after investors reacted to its latest set of financial figures, with revenue of US$8,800.0 million and net income of US$447.0 million. This has prompted a closer look at the stock’s recent performance. See our latest analysis for News. The share price has eased slightly in the very short term, with a 1-day share price return of a 0.73% decline. However, a 90-day share price return of 12.61% and a 3-year total shareholder return of 45.83% point to momentum that has...

Amphenol (APH) reported strong first quarter 2026 revenue and orders tied to rising AI-related demand and the recent CommScope CCS acquisition, yet the stock slipped as investors weighed macro risks and higher debt. See our latest analysis for Amphenol. The stock is trading at US$143.60, with a 1-day share price return of 3.45% and a 30-day share price return of 12.16%. The 1-year total shareholder return of 55.57% and very large 5-year total shareholder return suggest longer term momentum...

In May 2026, First Busey Corporation filed a shelf registration for up to US$56.87 million to offer 2,100,000 shares of common stock in an ESOP-related transaction. This ESOP-focused equity program highlights First Busey’s effort to expand employee ownership while potentially altering its capital structure and future dilution profile. We’ll now examine how this ESOP-related shelf registration shapes First Busey’s investment narrative and longer-term capital allocation choices. Invest in the...

nCino (NCNO) drew fresh attention after reporting first quarter results and issuing new revenue guidance, giving investors updated figures on current performance and management’s expectations for the coming quarter and fiscal 2027. See our latest analysis for nCino. Despite the earnings update and new revenue guidance, nCino’s recent trading has been weak, with the share price at US$15.04 after a 7 day share price return decline of 12.51% and a 1 year total shareholder return decline of...

Liquidia (LQDA) is back in focus after a sharp stock move tied to strong quarterly earnings, ongoing momentum for its pulmonary hypertension therapy YUTREPIA, and progress in the L606 Phase 3 Re-Spire trial. See our latest analysis for Liquidia. The recent surge in Liquidia’s stock lines up with a very strong 30-day share price return of 51.06% and a year to date share price return of 103.50%. The 1-year total shareholder return of 254.61% and multi year total shareholder return above 7x show...

Earlier this month, BTIG highlighted RealReal’s planned Auto Store rollout at its Perth Amboy authentication facility and recent quarterly results showing a smaller loss and revenue above forecasts, alongside curated vintage drops targeting “Early Aughts” demand and reported insider share sales of about US$2.0 million over three months. Together, these updates point to RealReal tightening its operations while leaning into archival luxury trends that emphasize authenticated, collectible...

Service Corporation International recently raised its quarterly cash dividend by 6% to US$0.36 per share, payable on June 30, 2026, to shareholders of record as of June 15, 2026. This marks the company’s 12th consecutive year of dividend increases, highlighting a long-standing pattern of returning cash to shareholders through regular income. Next, we’ll explore how this latest dividend increase and consistent payout history may influence Service Corporation International’s broader investment...

Insider selling and perceived overvaluation put Acadian Asset Management in focus Acadian Asset Management (AAMI) is back on investor watchlists after recent analysis flagged the stock as significantly overvalued relative to estimated intrinsic value, alongside insider share sales totalling about $6.7 million in the past 3 months. See our latest analysis for Acadian Asset Management. The recent valuation concerns and insider selling come against a backdrop of very strong market gains. The...

PG&E (PCG) is back in focus after being highlighted among large cap stocks under $30 with notable upside potential, just as it became the first U.S. utility to integrate over 1 million customer solar systems. See our latest analysis for PG&E. The recent recognition among large caps with upside potential and the million solar-system milestone comes as the stock trades at US$16.48, with a 1-year total shareholder return of 14.10%. However, the 3-month share price return is down 9.55%,...

In early June 2026, Polestar Automotive Holding UK PLC amended its term facility with affiliate Geely Sweden Automotive Investment AB, extending the loan maturity to June 30, 2027 and lifting the interest margin from 3.0% to 3.2% after the next interest period. By lengthening its debt horizon with a related-party lender while accepting a higher borrowing margin, Polestar reshaped part of its capital structure and highlighted both its funding access and its cost of capital pressures. Next,...

Booz Allen Hamilton recently released its “What’s In America’s Code?” report, finding that several popular Chinese large language models generated highly obfuscated, vulnerable software code when simulating U.S. government users, raising fresh national security concerns. The report’s recommendation to restrict untrusted AI models from government and critical infrastructure environments underscores Booz Allen’s influence in shaping U.S. cyber and AI policy debates. We’ll now examine how Booz...

Fastenal (FAST) is back in focus after Q1 2026 results highlighted operating leverage and margin expansion, putting fresh attention on its push into embedded supply-chain services and digital inventory tools for large customers. See our latest analysis for Fastenal. The Q1 2026 update comes after a steady year, with the share price up 13.75% year to date and a 1 year total shareholder return of 11.47%. The 3 year total shareholder return of 79.33% points to stronger longer term momentum. If...