U.S. Stock News

Delek US Holdings has seen its share price move sharply in recent years, which naturally raises a question for anyone looking at the stock today. Is the current valuation supported by the earnings power of the business, or has the price run ahead of what the income statement can reasonably back? Over the past 5 years, Delek US Holdings has delivered a total return of about 4.5x. This puts meaningful pressure on investors to test whether the earnings profile now matches the share price. The...

Lumen Technologies (LUMN) has drawn fresh attention after its recent share move, with the price closing at US$7.03. Investors are reassessing the telecom provider’s profile as returns have shifted across different time frames. Momentum around Lumen Technologies has been mixed, with a 1-month share price return of 4.61% and a 7-day gain of 3.84%, set against a 90-day share price decline of 16.61% and a 5-year total shareholder return that is down 39.80%. Scan how Lumen Technologies fits into...

NPK International has delivered a very strong share price run over recent years, which naturally raises a blunt question for anyone looking at the stock today. Is the current valuation still supported by the earnings that underpin it, or has the share price moved ahead of the business performance that investors are paying for? Over the past 5 years, NPK International has returned about 375.1%, so a lot of future earnings power is already being treated as important to the story. The business...

SLM (SLM) has drawn fresh attention after recent trading left the stock down about 6% over the past month, even as its past 3 months total return shows a gain of roughly 17%. At the current share price of $26.40, SLM has seen its 30 day share price return fall 5.82%, while the 90 day share price return sits at 17.59% and the 3 year total shareholder return is close to doubling. This indicates that longer term momentum has been stronger than the recent pullback. Scan beyond SLM to see how it...

Lennar earnings preview and why short term pressure matters Lennar (LEN) heads into its fiscal third quarter report with expectations of weaker earnings and revenue as affordability issues, softer pricing and slimmer homebuilding margins stay in focus for investors. Lennar’s share price has retreated over recent months, with a 30 day share price return of down 7.9% and a year to date share price return of down 23.3%. Total shareholder return over the past year declined 39%, pointing to fading...

Novo Nordisk (NYSE:NVO) is rebranding globally to the shorter corporate name Novo as part of a broad identity shift. The group is rolling out a refreshed cultural framework called The Novo Way to guide decision making and internal behavior. Management describes the rebrand and The Novo Way as tools to sharpen its focus on global health impact and engagement. The Novo rebrand and The Novo Way reshape how the business presents itself, which only captures part of the story. Check out 2 warning...

Kosmos Energy has caught investor attention after recent analyst reports highlighted strong momentum indicators, alongside improved earnings estimates and a mixed picture on cash flow and margins. The combination of upbeat profit projections and flagged concerns around long-term revenue trends and free cash flow puts Kosmos Energy’s operational quality under closer scrutiny. We will now explore how Kosmos Energy’s investment narrative could shift in light of upbeat earnings estimate...

With the Fed widely expected to lift rates again and hint at a tougher path ahead, investors are suddenly rethinking which large caps can handle pricier borrowing without cracking their balance sheets. Quality matters more when money is no longer cheap. This article walks through three large, financially solid stocks from our screener that sit squarely in the focus of this policy shift and explains how each might react to the new rate playbook. The three stocks covered below are just a sample...

Salesforce (NYSE:CRM) announced new AI partnerships centered on its Koa CRM reasoning model built with NVIDIA using NVIDIA Nemotron technology. The group is extending its AI-powered contact center globally through Bandwidth Inc. as a certified carrier and Maestro as an orchestration platform. Siemens AG is using Salesforce Agentforce at scale, providing a live enterprise deployment of the company’s agentic AI tools. The Koa CRM reasoning model launch with NVIDIA and the Agentforce rollout at...

McKesson recently raised its full-year EPS guidance, indicating expected growth of roughly 13% to 15%, or 15% to 17% excluding certain prior-year items. Management also outlined future plans for the Medical-Surgical unit, which is now set to be rebranded as Wellverse, with a potential IPO targeted for the second half of 2027. A pending Precision Medicine Group acquisition is intended to deepen oncology and biopharma services. We will examine how McKesson's higher earnings guidance and the...

SoFi Technologies (NasdaqGS: SOFI) has been sued by Citizens Bank, which alleges systematic poaching of mortgage staff and trade secrets misuse. The complaint claims SoFi coordinated the hiring of about 30 Citizens mortgage employees across multiple states. Citizens alleges confidential customer information and internal mortgage data were used to benefit SoFi’s home loan business. The lawsuit over alleged poaching and trade secret misuse highlights only one side of SoFi’s evolving story. We...

IonQ (NYSE: IONQ) received four Best Paper Awards at IEEE Quantum Week 2026, announced during the conference in September 2026. The recognized research spans quantum classical hybrid computing techniques and new approaches to applying quantum methods to AI workloads. Awarded projects were carried out with partners including NVIDIA, Synopsys, and Oak Ridge National Laboratory, highlighting joint development efforts. The four Best Paper Awards at IEEE Quantum Week 2026 are one milestone, and...

Neurocrine Biosciences (NBIX) is stepping into a dense September investor circuit, with back to back presentations scheduled at healthcare conferences hosted by Wells Fargo, Cantor Fitzgerald, and Morgan Stanley in Boston and New York. The recent US$157.22 share price sits on top of an 11.82% year to date share price return, with total shareholder return of 11.95% over one year and 65.03% over five years, pointing to momentum that has built steadily over the longer term rather than in short...

CME Group has delivered strong long term share gains, and the question now is whether the company’s current price can be grounded in the returns it earns on its capital. Over the past 5 years, CME Group has returned 84.0%. This puts real weight on whether the underlying return on capital story can support that kind of shareholder outcome. The planned launch of CME Securities Clearing for US Treasuries may support capital efficiency and fee potential. This matters for how effectively the...

DXP Enterprises has reported 16.8% annual revenue growth over the past five years, alongside a 4 percentage point expansion in free cash flow margin, reflecting stronger operating efficiency. Share repurchases have supported 22.5% annual earnings per share growth over the last two years, meaning profit per share has risen faster than sales. We will now see how DXP Enterprises' rising free cash flow margin could reshape the investment narrative that analysts outlined earlier. Scan beyond DXP...

UnitedHealth Group recently updated investors on improving medical cost trends, a higher 2026 adjusted EPS outlook, and early progress in repairing Optum Health margins, along with a long history of covered dividends and solid cash generation. The partial sale of WellMed clinics in Florida to TPG suggests UnitedHealth is willing to bring in local partners where they see operating upside, while keeping focus on the broader Optum Health turnaround. We will now look at how UnitedHealth Group's...

Why Churchill Downs Is Reshaping Its Debt Stack Churchill Downs (CHDN) is planning a new $500 million senior secured Term Loan B due 2033 to refinance existing borrowings and adjust its mix of loans and notes. The gaming and racing operator intends to use the proceeds to repay current Term Loan B debt, partially redeem 5.50% Senior Notes due 2027, cover transaction expenses, and support working capital and other general purposes. Completion of the 2033 facility is not locked in. Management...

Donaldson Company has rewarded long term shareholders over the past few years, yet the recent pullback in the share price raises a sharper question about what its current valuation says about the cash the business can generate. With the stock closing at US$87.93, investors now face the issue of whether the recent history of returns lines up with the cash flows implied by that price. Over the past 5 years the stock has returned 59.1%, which puts real weight on whether the cash flows behind...

DLocal’s Compliance Partnership With Oscilar DLocal (DLO) has drawn fresh attention after partnering with Oscilar to deploy an AI-native risk platform across its more than 60 markets, focusing on AML monitoring, sanctions screening, and case management. The move puts compliance infrastructure in the spotlight for a payments processor that handles complex cross-border flows and gives investors another angle to assess how DLocal manages regulatory demands alongside its payments...

LGI Homes (LGIH) has just put fresh numbers on the table. The builder topped second quarter revenue expectations, raised full year gross margin guidance again, and reported faster growing home delivery volumes. For LGI Homes, the earnings surprise landed against a choppy trading backdrop. The share price closed at US$50.94 after a 1-day share price return of 3.08%. It is still down 14.82% over the past month and 5.60% over 90 days, which points to fading near-term momentum. This comes even as...

In early September 2026, leading AI executives, including Anthropic’s Dario Amodei and OpenAI’s Sam Altman, urged a coordinated slowdown in advanced AI development. This pressured semiconductor suppliers such as Intel as investors reassessed potential chip demand tied to large frontier model training. The same debate has thrown a spotlight on Intel’s role in secure, CPU-centered AI infrastructure. In this area, agentic AI orchestration and edge workloads, supported by efforts like its Atsign...

Gold.com reported fourth quarter sales of US$5,005.01 million and net income of US$12.16 million, with full year sales of US$25,513.41 million and net income of US$82.34 million. The board declared both a US$1.00 per share special dividend and a US$0.20 quarterly cash dividend, all announced on September 2, 2026. The combination of sharply higher annual earnings per share from continuing operations and the added one time cash dividend indicates that Gold.com is pairing stronger operating...

OFG Bancorp (OFG) was added to the Zacks Rank #1 Strong Buy list on September 15, 2026, after analysts lifted their consensus earnings forecast over the past two months. This development has drawn fresh attention from income focused investors. Against that backdrop, OFG Bancorp’s share price has climbed 28.96% year to date and delivered a 96.89% three year total shareholder return. This suggests momentum has been building, even though the recent 30 day share price return of 1.95% down points...

nVent Electric recently presented at Morgan Stanley's 14th Annual Laguna Conference in California, where management highlighted raised full-year sales and EPS guidance tied to strong data center demand. The key storyline is how AI-related data center projects are feeding into nVent Electric's backlog and guidance, indicating meaningful operating leverage in its electrical connection and protection portfolio. This article now examines how nVent Electric's higher full-year guidance from AI...