U.S. Stock News

In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, and design tools, while separate commentary highlighted revenue, operating margin, and free cash flow pressures amid delayed customer purchases and a high earnings multiple. An interesting angle is that Lattice is pressing its low-power AI and connectivity story at the same time as analysts question the...

Backlog, DARPA Project, and What They Mean for Northrop Grumman Stock Northrop Grumman (NOC) is drawing attention after reporting a record backlog of US$95.61b and highlighting its role in DARPA’s Rads to Watts program, giving investors fresh context for the stock’s recent performance. The backlog is tied in part to an expanded B-21 production agreement. It sits alongside full year 2026 guidance calling for sales between US$43.5b and US$44.0b and MTM adjusted EPS of US$27.40 to US$27.90. At...

KB Home (KBH) is drawing attention ahead of its June 23 earnings release, as investors weigh expected declines in revenue, earnings, and home deliveries against management’s efforts to improve operations and manage softer housing demand. See our latest analysis for KB Home. KB Home’s share price has been firming up into the June 23 earnings release, with a 1 day share price return of 3.40% and a 30 day share price return of 12.87%. However, the year to date share price return is down 5.03%...

Black Hills Corp. recently reported continued progress on its proposed 1.8‑gigawatt data center project in Cheyenne, Wyoming, including equipment procurement, over US$200,000,000 in refundable customer construction contributions, and regulatory filings to support new substation infrastructure. An interesting aspect is that the prospective large-load customer is directly funding long lead-time generation milestones and substation development, signaling strong commitment to this long-horizon...

Shareholders recently backed the entire board slate at Victoria's Secret (VSXY), including Independent Chair Donna James, following an annual meeting that highlighted first quarter 2026 results that exceeded both revenue and earnings guidance. See our latest analysis for Victoria's Secret. Victoria's Secret shares have been on a strong run, with a 30 day share price return of 62.18% and a year to date share price return of 53.64%, alongside a 1 year total shareholder return of very large...

Earlier this month, Kyndryl announced an expanded multi-year Strategic Collaboration Agreement with Amazon Web Services to help customers adopt, deploy and scale agentic AI for mission-critical workloads, including talent expansion, co-engineered industry solutions and joint go-to-market efforts. This deeper collaboration positions Kyndryl as an AI-focused modernization partner inside the Amazon Web Services ecosystem, directly tying its services to customers’ cloud and automation spending...

DXP Enterprises recently reported stronger industrial performance in Q1 2026 and completed the acquisition of General Repair Service, expanding its presence in water, wastewater, and industrial markets, including a new foothold in Minnesota. These developments underscore how DXP is broadening its industrial solutions mix, particularly through its Innovative Pumping Solutions segment and national water-focused expansion, potentially improving business resilience and cash generation over...

Chefs' Warehouse (CHEF) has drawn investor attention after its recent share price move, with the stock closing at $95.40 and showing double digit returns over the past month and over the past 3 months. See our latest analysis for Chefs' Warehouse. For context, Chefs' Warehouse has seen strong recent momentum, with a 22.18% 1 month share price return and a 64.37% 3 month share price return, alongside a 1 year total shareholder return of 55.12% and 3 year total shareholder return of 187.44%...

Recently, nCino reported that some financial institutions are hesitating to fully adopt its cloud-based banking platform amid underwhelming average billings growth and cautious sales growth projections. This hesitation, combined with relatively high servicing costs, has raised fresh concerns about how efficiently nCino can scale its business with new and existing customers. Next, we will examine how customer hesitation tied to soft billings momentum may influence nCino's previously upbeat...

Q1 earnings surprise and guidance raise put Shoals Technologies Group (SHLS) in focus Shoals Technologies Group (SHLS) drew investor attention after Q1 revenue rose 74.9% year on year, guidance was raised, and the company reported a record backlog and awarded orders of $758 million. See our latest analysis for Shoals Technologies Group. Beyond the Q1 beat, Shoals Technologies Group's 1 day share price return of 10.38% and 90 day share price return of 70.82% suggest momentum has strengthened...

Cellebrite DI (NasdaqGS:CLBT) is drawing fresh attention after announcing general availability of Cellebrite Genesis, an AI-driven digital evidence tool that early law enforcement users report is reshaping how complex investigations are handled. See our latest analysis for Cellebrite DI. The Cellebrite DI share price has pulled back in recent months, with a 90 day share price return of 10.09% and a year to date share price return of 28.08% in the red. However, the 3 year total shareholder...

The Federal Reserve’s sudden shift away from forward guidance and its plan to rethink key policy tools has removed a familiar signpost for markets, and that can quickly change how money moves. When rate expectations are harder to read, trading activity often clusters around each new headline or policy hint, and some investors look for stocks that are closely linked to this kind of stop start mood. This article walks through three stocks from a Market Making and Trading Firms screener that...

Albertsons Companies (ACI) has been caught in a tougher macro backdrop after the Federal Reserve held interest rates steady and signaled a less dovish path, which has pressured retailers that had been hoping for stronger consumer tailwinds. See our latest analysis for Albertsons Companies. The recent move in Albertsons Companies’ share price fits a broader pattern of pressure, with the stock down 17.33% on a 30 day share price return and the 1 year total shareholder return falling 35.81%...

In recent days, Kaiser Aluminum reported a strong year-over-year increase in quarterly revenue and net profit, even as its overall financial status was assessed as weak with only average operating efficiency. This combination of rapid earnings improvement and still-fragile fundamentals highlights a company where operational progress is emerging against a relatively strained financial backdrop. Next, we’ll examine how this sharp profit and revenue improvement, despite a weak overall...

Immunome (IMNM) recently dosed the first patient in a Phase 1, first in human trial of IM-1617. This is an antibody drug conjugate for advanced solid tumors that uses the company’s proprietary TOP1 inhibitor payload. See our latest analysis for Immunome. For Immunome, the IM-1617 trial update arrives after a mixed period for the stock, with the share price down 18.38% over the past 30 days but a very strong 114.17% total shareholder return over the last year. This hints that long term...

Leadership transition and sector momentum set the scene for Graham stock Graham (GHM) is back in focus after investors reacted to leadership changes and sector momentum in defense and space, with recent performance shaped by earnings guidance, quarterly results, and shifting earnings expectations. See our latest analysis for Graham. At a share price of $110.73, Graham has pulled back around 4% in the last day after a sharp run, with a 30 day share price return of 19.55% and a very large 5...

Charles Schwab (NYSE:SCHW) is preparing to roll out prediction market contracts in partnership with Cboe Global Markets, extending its platform into a new asset class. The company has reportedly faced operational and liquidity strains tied to heavy retail participation around the SpaceX IPO. These developments raise new questions for investors about Schwab's risk management, product mix and regulatory exposure. Charles Schwab enters this phase with its stock at $91.7 and a mixed return...

Novo Nordisk (NYSE:NVO) reported a material cybersecurity breach involving stolen patient, clinical, and proprietary data that attackers are seeking to monetize. The company disclosed that the hackers are holding the information for ransom, raising questions around remediation costs, regulatory response, and patient privacy. Separately, Novo Nordisk plans to seek regulatory approval to launch its oral Wegovy obesity treatment in China, targeting a new and very large market. Novo Nordisk,...

Target (TGT) has become a closely watched retail stock after a series of moves to refresh its brand, including appointing Isaac Mizrahi as creative director at large and expanding key merchandising partnerships. See our latest analysis for Target. After a sharp run earlier in 2026, Target’s recent moves, including the Mizrahi appointment and new merchandising partnerships, come as the stock shows a 90-day share price return of 15.43% and a 1-year total shareholder return of 42.83%. The 5-year...

Recent rankings that place Omnicom Group (OMC) at the top of global media management, together with its third straight Effie recognition as the World's Most Effective Holding Group, have brought the stock back into focus for many investors. See our latest analysis for Omnicom Group. Despite the recent media rankings and Effie recognition, Omnicom Group’s share price has come under pressure, with the stock down 6.5% on a 1 day basis and 12.26% year to date. The 1 year total shareholder return...

If you are wondering whether Alphabet at around US$368 per share still offers value after a strong run, the key is understanding how its current price lines up against different valuation checks. The stock has returned 2.3% over the last week, declined 5.1% over the past month, and is showing returns of 16.8% year to date and 121.5% over the past year, with a 203.5% return over three years and 203.1% over five years. This naturally raises questions about how much of its story is already...

ONE Gas (OGS) stock has drawn attention after a recent shift in its short term performance, with the share price down about 7% over the past month and roughly 8% over the past 3 months. See our latest analysis for ONE Gas. Stepping back, ONE Gas’s recent share price weakness contrasts with its longer record of positive total shareholder returns. This suggests the latest pullback may reflect a shift in short term sentiment rather than a clear change in the company’s underlying trajectory. If...

SpaceX (NasdaqGS:SPCX) has closed its all stock acquisition of Anysphere, known for its Cursor AI coding platform, in a deal valued at US$60b. The company is preparing a US$20b investment grade bond offering to refinance a bridge loan just days after its IPO. SpaceX shares have shifted from an IPO surge to a pullback as investors weigh dilution from the Cursor deal, IPO volatility, and upcoming lockup expiries. Recent bylaw changes, major index inclusion, ETF flows, and the completed Cursor...

Zebra Technologies recently reported past Q1 2026 results that topped expectations, with quarterly revenue of US$1.50 billion, higher adjusted EPS, and a raised full-year outlook pointing to stronger sales and profitability. Despite this operational improvement and upgraded guidance, Zebra still carries only a mid-pack financial health score within its industry and has seen institutional ownership ease slightly, hinting at some lingering caution. We’ll now examine how Zebra’s upgraded...