U.S. Stock News

NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR) Signs Kodiak Deal For Up To 1.8 GW Power Supply

Baker Hughes has signed a multi year agreement with Kodiak Gas Services to supply up to 1.8 GW of power generation solutions. The partnership targets expanding U.S. energy infrastructure linked to data center growth and grid reliability needs. The framework sets up ongoing equipment supply and collaboration for key power markets. Baker Hughes, traded as NasdaqGS:BKR, is tying this new power generation agreement to areas where electricity demand and grid constraints are a focus for...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Insight Enterprises (NSIT) Stock Looks Fairly Valued Following Its 34% Run

Insight Enterprises stock is up 34.0% year to date, yet the valuation picture is more balanced, with a Discounted Cash Flow (DCF) intrinsic value estimate that sits close to the current price while earnings-based multiples still screen the shares as undervalued. The 34.0% year to date gain suggests investors have already repriced Insight Enterprises positively, so any further upside may depend on how much earnings and cash flow can improve from here. Expectations for ongoing cash generation...
NYSE:SPXC
NYSE:SPXCMachinery

SPX Technologies (SPXC) Stock May Trade At A Premium Following Its 236% Run

SPX Technologies stock has delivered a very strong 235.7% return over the past five years, yet the valuation signals are split, with a Discounted Cash Flow (DCF) estimate pointing to roughly 23.2% upside to intrinsic value while earnings multiples paint a richer picture. Over five years, SPX Technologies has returned 235.7%, which puts extra focus on whether the recent share price now builds in most of the good news. Growing data center cooling demand in the HVAC segment can support higher...
NYSE:WAT
NYSE:WATLife Sciences

Waters (WAT) Brings At Home Cervical Screening Into Focus After BD Deal

Waters Corporation (NYSE:WAT) has expanded its role in at-home cervical cancer screening through the acquisition of BD Biosciences and BD Diagnostic Solutions. The acquired diagnostics and biosciences platforms are now enabling SNT Biotech's nationwide self-collection solution for cervical cancer tests. This move connects Waters' lab and diagnostics capabilities directly to a public health initiative aimed at improving access for underserved populations. Waters enters this development with...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Stock May Be 8% Above Fair Value Following AI Revenue News

After a 149.4% five year return, Datadog stock is now caught between a Discounted Cash Flow (DCF) estimate that points to roughly fair value and market multiples that suggest investors are paying a premium for the current growth story. Datadog has delivered a 149.4% return over five years, which puts extra focus on whether the current share price still leaves enough room for error. Excitement around Datadog's push into AI driven observability and the Adaptive ML acquisition can support high...
NYSE:AMBP
NYSE:AMBPPackaging

Ardagh Metal Packaging (AMBP) Joins Russell Indexes, Is The Stock Fully Valued?

Ardagh Metal Packaging (NYSE:AMBP) was recently added to the Russell 2000 Value Defensive, Defensive, and Growth Defensive indexes, an event that can reshape trading interest as index trackers adjust their positions. See our latest analysis for Ardagh Metal Packaging. Despite a softer 1-day share price return of 4.63% and a 7-day share price return down 3.41%, Ardagh Metal Packaging has a 30-day share price return of 15.27% and a 3-year total shareholder return of 69.26%. This points to...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

3 AI Infrastructure Stocks Most Exposed To Fed Uncertainty

Markets are wrestling with a split Federal Reserve, persistent inflation risks, and a new leadership style that offers far less guidance, which can punish companies that rely on cheap capital and reward those with sturdier balance sheets. Against that backdrop, data center infrastructure and semiconductor hardware stocks tied to artificial intelligence sit right in the crosshairs of policy uncertainty and heavy corporate investment. This article looks at 3 stocks from our AI and Data Center...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont (NEM) Could Be 34% Undervalued Following Gold Sector Weakness

Newmont (NEM) has come into focus after a recent share pullback that tracks broader gold sector softness, even as high bullion prices, global diversification, and upcoming earnings continue to keep investor attention firmly on the stock. See our latest analysis for Newmont. Over the past few months, Newmont’s share price has come under pressure, with a 30 day share price return of 5.85% and a 90 day share price return of 21.69% in the red. At the same time, its 1 year total shareholder return...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Teva (TEVA) Advances TEV 408 Into Phase 2b For Vitiligo After Early Progress

Teva Pharmaceutical Industries (NYSE:TEVA) is advancing TEV-408, an anti-IL-15 monoclonal antibody for vitiligo, into a Phase 2b trial following encouraging Phase 1b data. The Phase 1b study reported improvements in skin pigmentation along with a favorable safety profile, supporting continued development. The move targets an area where systemic treatment choices for vitiligo remain limited, addressing a clear medical need. For investors tracking Teva Pharmaceutical Industries, the focus now...
NYSE:KLAR
NYSE:KLARDiversified Financial

Klarna (KLAR) Expands Into U.S. Travel With Flix, Southwest, And Banking Bid

Klarna Group (NYSE:KLAR) has partnered with Flix to offer flexible payment options for bus and rail bookings. The company has also partnered with Southwest Airlines to bring its pay-over-time services to a major U.S. carrier. Klarna has applied for a U.S. industrial banking license, seeking to bring more of its American banking operations in-house. Klarna Group enters this phase of expansion with its stock trading at $19.03 and a mixed recent record. The share price is up 15.0% over the...
NYSE:FBK
NYSE:FBKBanks

Higher Rates Could Favor These 3 US Bank Stocks

With the Federal Reserve split on where interest rates go next, inflation still above target, and guidance from policymakers becoming harder to read, banks and insurers are suddenly right in the crosshairs of this policy debate. Some financial stocks could see margins supported if rates stay higher for longer, while others may feel pressure from funding costs and market volatility. This article looks at 3 stocks from our Financial Sector screener that appear well placed to handle this...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta (META) Is Building A $13 Billion Alberta AI Data Center

Meta Platforms (NasdaqGS:META) has started construction on a CA$13b data center in Sturgeon County, Alberta. The facility is planned to have 1 gigawatt of power capacity and is Meta's first Canadian data center. Meta has entered a long-term power supply agreement with Capital Power to support the project. This is described as Meta's largest data center project outside the US. Meta Platforms is pushing further into large scale AI and cloud infrastructure with this Canadian build, adding...
NYSE:UBER
NYSE:UBERTransportation

Is Uber Technologies (UBER) Still Below Fair Value After Joining Russell Value Indexes?

Uber Technologies (UBER) has just been added to several Russell value benchmarks, a reclassification that could influence how index funds and value oriented investors treat the stock over time. See our latest analysis for Uber Technologies. Uber Technologies is trading at US$73.60 after a 5.05% 30 day share price return. However, the share price return is down 11.18% year to date, while the 5 year total shareholder return of 56.10% tells a different, longer term story about compounding...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Should Voyager’s Expanded US$250 Million Credit Facility Reshape How VOYG Investors View Its Funding Playbook?

On July 6, 2026, Voyager Technologies amended its May 2025 credit agreement with JPMorgan Chase, lifting total lender commitments by US$50.0 million to US$250.0 million and revising certain covenants, while preserving the ability to request up to an additional US$150.0 million through an accordion feature. This expanded borrowing capacity, arriving shortly after Voyager’s removal from several Russell value indices, reshapes how investors may assess its financial flexibility and funding...
NasdaqGS:UBSI
NasdaqGS:UBSIBanks

United Bankshares (UBSI) Pulls Back Following Strong Returns, Is It Still A Bargain?

Recent Performance Snapshot for United Bankshares Stock United Bankshares (UBSI) stock has attracted fresh attention after recent trading, with the shares last closing at US$45.30. Investors are weighing this level against the bank's recent returns and current valuation metrics. Over the past week the stock declined 3.5%, while the past month shows a gain of 3.5% and the past 3 months a gain of 1.7%. On a 1 year total return basis, United Bankshares has delivered 23.4%. Reported longer...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

How CrowdStrike’s AI Security Surge and Stock Split At CrowdStrike Holdings (CRWD) Has Changed Its Investment Story

In early July 2026, CrowdStrike expanded its AI-driven cybersecurity push with surging demand for its new AI Detection and Response (AIDR) offering, record new annual recurring revenue, raised full-year guidance, a 4-for-1 stock split, and fresh identity security collaborations and service provider partnerships. This cluster of AI-focused product traction and ecosystem partnerships suggests CrowdStrike is seeking to extend its role beyond endpoint protection into broader identity and managed...
NYSE:NOC
NYSE:NOCAerospace & Defense

Northrop Grumman (NOC) Lands NATO Triton Drone Deal Beyond The U.S.

NATO has agreed to acquire Northrop Grumman’s MQ-4C Triton high altitude maritime surveillance drones. The deal involves multiple member states, including Norway, Finland, Germany, and Denmark. The procurement expands NATO’s long range maritime monitoring and intelligence capabilities outside the U.S. fleet. The contract adds to Northrop Grumman’s international order book and increases its exposure to European defense spending. For investors tracking Northrop Grumman (NYSE:NOC), this new...
NasdaqGS:APP
NasdaqGS:APPSoftware

AppLovin (APP) Draws Fresh Wall Street Support, Is The Stock Still A Bargain?

Positive commentary from Wall Street firms and a credit upgrade have pushed AppLovin (APP) back into focus for investors, as recent analyst reports highlight its AI advertising platform, revenue profile, and e-commerce expansion. See our latest analysis for AppLovin. Despite a recent pullback, with the 7 day share price return down 7.51% and the 30 day share price return down 7.36%, AppLovin still shows strong momentum over a longer window. This is reflected in a 90 day share price return of...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Enphase Energy (ENPH) Launches IQ Air And Eyes AI Data Centers With IQ SST

Enphase Energy (NasdaqGM:ENPH) has introduced the IQ Air smart thermostat, designed to work with its existing home energy systems. The company is also developing the IQ SST platform, aimed at serving AI data centers. These moves indicate a push beyond Enphase Energy's traditional focus on residential solar hardware. For investors watching Enphase Energy, the IQ Air launch and IQ SST development highlight a shift from a pure-play residential solar hardware provider toward broader energy...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Upwork (UPWK) Lands On Russell Indexes As Investors Revisit Its Valuation

Index additions put Upwork stock on more investors’ radar Upwork (UPWK) has been added to several Russell value and small cap benchmarks, including the Russell 2000 Value and Russell 3000 Value, an event that can influence how some investors look at the stock. See our latest analysis for Upwork. Index inclusion comes at a time when Upwork’s share price has been under pressure, with the stock down 18% over the past 90 days and the 1 year total shareholder return declining 37.52%. As a result,...