U.S. Stock News

Comcast Business recently announced a collaboration with Equinix that lets enterprises digitally order last-mile Ethernet connectivity via standards-based APIs within Equinix Fabric. At the same time, Equinix also rolled out Fabric One and expanded its AI-focused work with NVIDIA and Together AI. Equinix is pushing deeper into automated, intent-based networking and distributed AI inference, aiming to make multi-cloud and AI connectivity feel closer to a managed utility service for large...

National Geographic, part of Walt Disney, recently released the trailer and premiere date for AFRICA EARTH'S WILD HOME, a seven-part wildlife series filmed across nearly 30 countries and set to stream on Disney+ and Hulu after its National Geographic TV debut. The series marks the start of a multiyear continent-by-continent franchise backed by a long-running Rolex partnership, expanding Disney's high-end factual programming that can support both streaming engagement and the broader National...

SELLAS Life Sciences Group has delivered very strong multi year share price gains, yet the recent pullback raises a simple question for investors: Is the current US$11.29 price still in line with what the business is worth based on its book value? Over the past 3 years, SELLAS Life Sciences Group has delivered a share price return of about 6.5x, which puts real weight on whether the underlying balance sheet justifies that move. Fresh preclinical data on SLS009 in pancreatic ductal...

AI has become a key story for markets in 2026, yet fresh political scrutiny and warnings about an AI driven sell off mean the same theme that excites investors also carries clear risk. That mix of support for continued AI expansion and concern about a possible slowdown creates openings for investors who pick their spots carefully. This article walks through three AI enabler stocks from our screener that appear especially exposed to the latest headlines. The three stocks below are just a small...

Archer Aviation (ACHR) just put its Midnight air taxi through a real city pair test, completing a roundtrip between Salinas and Hollister in around 12 minutes each way. These city pair flights come at a time when Archer Aviation’s share price has been under pressure, with the stock closing at US$5.47 and logging a 30 day share price return that is down 17.37%. The 90 day move is up 2.05%, while the 1 year total shareholder return has fallen 39.96%, suggesting recent momentum is trying to turn...

Apple (AAPL) just kicked off a new product cycle with its first foldable iPhone Duo, fresh iPhone 18 Pro models, updated Apple Watch wearables, and AirPods 5, giving investors plenty to reassess. After a brief dip of 0.52% in the latest session, Apple’s 7 day share price return of 4.78% and 30 day gain of 8.31% point to building momentum around the launch. The 1 year total shareholder return of 39.64% and 5 year total shareholder return of 136.84% underline how the stock has rewarded patient...

Smithfield Foods has seen its share price slide while investors absorb fresh news about weaker conditions in its fresh pork operations, which puts the focus squarely on whether the current valuation still lines up with the cash the business can generate. With the stock under pressure and management flagging a projected loss in one division, the open question is how well the present market price is anchored in Smithfield Foods' future cash flows. Over the past year, Smithfield Foods shares...

Box (BOX) moved into focus after its new integration with ChatGPT began rolling out, allowing enterprise users to work with Box content directly in ChatGPT while maintaining existing security and governance controls. Recent moves in Box reflect that story. The share price is up 39.5% over the past 90 days and has a 30 day share price return of 6.6%, while the 5 year total shareholder return of 49.7% points to momentum that has built over a longer stretch as AI partnerships and product updates...

Stoke Therapeutics and Biogen recently reported more than 5 years of clinical experience for zorevunersen in Dravet syndrome, including 4‑year open‑label extension data showing durable seizure control, cognitive and behavioral gains, quality of life benefits, and a generally well‑tolerated safety profile as the Phase 3 EMPEROR trial progresses. The concentration of long‑term seizure, cognition, and quality of life data in Dravet syndrome gives Stoke Therapeutics unusually granular evidence...

Kestra Medical Technologies came into this print with a mixed scorecard. The stock had fallen about 10% over the past month, even though the 90 day return was strongly positive. Then Q1 hit and the market snapped back, with the share price climbing 4.7% today. What moved traders was not the loss. It was the combination of about $31.0 million in quarterly revenue and gross margin reaching 56.5%. For a medtech growth story that is still burning cash, that margin trajectory is the headline from...

Recent platform moves at Trade Desk (TTD) have focused on deeper integrations, including LoopMe’s Brand Lift, expanded healthcare analytics partnerships, and broader use of its Audience Unlimited tool. All are aimed at sharpening advertiser measurement and decision making. Trade Desk’s latest share price of US$14.97 comes after a 1-day share price return of 4.39% and a 30-day share price return of 5.87%, though momentum has faded over the past quarter with the 90-day share price return down...

AppLovin (NasdaqGS:APP) subsidiary Wurl has introduced a new Content Intelligence Platform targeting connected TV advertising across streaming services. The platform links CTV content data with programmatic ad demand, enabling contextual targeting on premium streaming TV inventory. Wurl is working with buying platforms such as Yahoo DSP and StackAdapt to help advertisers activate richer CTV audience signals. The launch of Wurl's Content Intelligence Platform sits within a broader shift our...

Applied Optoelectronics entered two 10 year leases for newly built light manufacturing and warehouse facilities in Houston, covering about 1.1 million square feet, with rising annual base rent, full responsibility for operating costs, and sizable security deposits and upfront payments tied to construction and design modifications. The Houston expansion includes a single purchase option for both buildings at a defined price per square foot, plus rent abatements and termination rights if...

Conference spotlight puts Align Technology in focus Align Technology (ALGN) heads into its 2026 Global Healthcare Conference appearance with investor attention fixed on how Invisalign expansion and digital dentistry partnerships intersect with recent share price pressure. The recent pullback, with a 1 month share price return down 18.9% and a 3 month share price return down 15.3% to US$147.0, contrasts with a 1 year total shareholder return of 11.5%. This points to fading short term momentum...

Copart, Inc. has agreed to acquire ACV Auctions (NYSE: ACVA) in an all cash deal valued at about $1.9b. ACV Auctions is expected to continue operating as an independent subsidiary within Copart after the transaction closes. The agreement introduces a new ownership structure for ACV Auctions, with Copart set to become the sole shareholder on completion. The Copart acquisition of ACV Auctions comes against a wider backdrop our research has uncovered about the business. Our analysis turns up 1...

Delta Air Lines (DAL) just agreed to a long-term loyalty tie-up with Hyatt Hotels that links SkyMiles and World of Hyatt, offering dual earning on flights and hotel stays for eligible elite members. The Hyatt tie-up lands at a moment when Delta Air Lines’ share price has eased back, with the stock down 11.71% over the past month and 4.09% over 90 days. At the same time, the year-to-date share price return sits at 14.23% and the 1-year total shareholder return reaches 37.83%, pointing to...

Marriott International has rewarded long term shareholders, yet with the stock now around US$337, the real question is whether that price lines up with the cash the business is expected to produce. After a strong multi year run, the key issue is whether the current share price can still be explained by its underlying cash flows rather than recent headlines or momentum. Over the past 5 years, Marriott International has delivered a total shareholder return of 147.7%. This puts a lot of...

Revolution Medicines (RVMD) moved into focus after the FDA granted Breakthrough Therapy Designation to RASONQUE in combination with chemotherapy for treatment-naïve metastatic pancreatic adenocarcinoma, highlighting a key regulatory inflection for the program. Investors have already been pricing in Revolution Medicines’ RASONQUE story for some time, with the share price up strongly over the year and the 1-year total shareholder return sitting at a very large gain. The Breakthrough Therapy...

Dave & Buster’s Entertainment just saw its stock hit the floor, dropping 19% to US$6.86. Yet the real story is not a one day slide; the headline is a sharp earnings hit. Q2 delivered a net loss of US$12.5 million on US$544.1 million of revenue, pulling trailing twelve month earnings deeper into the red and keeping interest coverage under pressure. For traders, this is a clean miss. For anyone thinking beyond this quarter, the question is how long the balance sheet can carry an unprofitable...

Fed rate hike talk, sticky inflation and long-term yields near two-decade highs have turned U.S. bank stocks into a live stress test for your portfolio. Rising borrowing costs and policy uncertainty can reshape which businesses feel pressure and which gain flexibility. This article walks through three large-cap U.S. bank stocks exposed to the latest Fed and inflation news so you can evaluate how the current setup might help or hurt. The three U.S. bank stocks that follow are only a starting...

The market raced ahead of the story on Radiant Logistics. The stock rose 19.5% to US$9.81 by the close, while the headline from the quarter was quieter and more methodical. Q4 revenue was US$261.4m and net income was US$7.5m, with adjusted EBITDA moving into a healthier zone. The key driver behind that one-day move was a margin story. Adjusted EBITDA expanded meaningfully in Q4 and capped a year in which the business generated US$36.7m of adjusted EBITDA and entered FY2027 with no net...

Columbia Sportswear (COLM) has been leaning into its "Engineered for Whatever" marketing push, with Cannes Lions recognition and unconventional campaigns now intersecting with how investors think about the stock’s brand strength and valuation. Recent trading tells a mixed story. Columbia Sportswear’s share price is down 11.71% over the past 90 days. The year-to-date share price return is slightly positive at 0.82%, and the 1-year total shareholder return of 7.04% contrasts with a 5-year total...

Netflix has delivered a 96.7% share price gain over the past three years. The real question for you now is whether that move is still grounded in the cash the business can generate over time. A 96.7% rise in three years puts Netflix in the spotlight, since almost a doubling in price raises the bar for what its future cash flows need to deliver. New efforts in advertising, live sports, gaming and even longer theatrical runs can reshape how quickly Netflix turns its content spending into cash...

Cisco Systems announced new Splunk AI features for self-managed environments, expanding its work with NVIDIA and AWS and adding Tokenomics tools that monitor AI agent performance, security guardrails, and AI spend across Cisco’s observability and security portfolio. The move pushes more AI, observability, and agentic SOC capabilities directly into customer data centers, which could influence Cisco’s mix of infrastructure, software, and security revenue as enterprises scale AI workloads on...