U.S. Stock News

Affirm Holdings (AFRM) has rolled out a new transformer-based underwriting model in the U.S., using real-time credit history patterns to approve more eligible buy-now-pay-later loans while keeping decisions explainable at checkout. Affirm Holdings has been choppy on the screen, with the share price up 5.03% over the last week but down 3.31% year to date and a 1 year total shareholder return that has declined 20.82%, even after a very large 3 year total shareholder return gain of about 3x...

Teradyne opened a semiconductor-focused office in Bengaluru in 2026 to support India’s manufacturing, packaging, and test build-out under the India Semiconductor Mission. The Bengaluru hub puts Teradyne closer to AI-driven chip and electronics production in India, tying its test equipment directly into new local fabrication and packaging capacity. The next focus will be on how this India expansion could reshape Teradyne's investment narrative around AI test demand and global exposure. Scan...

Park National has rewarded long term shareholders with a powerful run in recent years, which naturally raises the question of whether the current share price is still supported by the returns the bank earns on its capital. With the stock now trading around US$183.71, the key issue is how that price lines up with the profitability of each dollar Park National keeps invested in its business. Over the past 3 years the stock has returned about 108.1%, which puts a lot of weight on whether Park...

O'Reilly Automotive outlined plans to open 225 to 235 new stores in 2026, increase capital expenditure to US$1.3 billion to US$1.4 billion, and continue share repurchases, aiming to support expansion across professional and DIY channels. The decision to scale both the store base and distribution network indicates that management is prioritizing parts availability and service reach as core competitive levers in an industry supported by an aging U.S. vehicle fleet. We will now examine how...

Dell Technologies is leaning into surging AI infrastructure demand, with record AI server backlogs, new Europa inference systems from Axelera AI, and Micron supplied India built memory modules feeding its data center and PC lines. The business is reshaping its model around higher value AI infrastructure and services while still committing significant cash to share repurchases totaling 204,448,697 shares for US$19.64b under its current program. We will now look at how this AI driven order...

Concentrix (CNXC) has drawn fresh attention after recent share price moves, with the stock closing at US$29.16 and showing mixed performance over the past week, month, three months, and year. The recent rebound in Concentrix’s share price, including a 30-day share price return of 24.99% and a 90-day gain of 16.27%, comes against a weak backdrop. The year-to-date share price return is down 29.24%, and the 1-year total shareholder return has declined 44.92%. Scan beyond Concentrix by reviewing...

ScanSource shares closed at US$56.72 after a strong multi year climb, which puts the focus squarely on whether that price can be supported by the cash the business is expected to generate. With a Discounted Cash Flow (DCF) view available, the key issue is how the stock’s recent run lines up with the intrinsic value implied by those cash flows. The share price has gained 88.2% over the past 3 years, which puts a lot of weight on whether the cash flow outlook now fully reflects that rise. The...

Alpha Tau Medical reported early clinical data showing a 100% response rate in a head and neck cancer study, meaningful tumor reduction in brain cancer patients, and full enrollment of 48 participants in its pancreatic cancer trial after strong demand. The clustering of three upcoming data readouts across skin, pancreatic, and brain cancer trials concentrates both execution risk and potential opportunity into a short window for Alpha Tau Medical’s Alpha DaRT program. The focus now shifts to...

UBS recently highlighted Advanced Drainage Systems as one of 10 industrial companies that could benefit from a broader capital-spending cycle, pointing to construction activity as a potential demand driver for its water management products. The report frames Advanced Drainage Systems as a possible beneficiary of increased infrastructure and construction investment, which would directly intersect with its focus on thermoplastic pipe, stormwater management systems, and related drainage...

ServiceTitan (TTAN) is back in focus after Canopy Services, a roofing platform, moved its growing portfolio of brands onto the company’s software, centralizing sales, production, customer management, and reporting. For investors, the Canopy Services win lands at an awkward time for the stock. ServiceTitan’s share price has fallen 33.6% over the past 30 days and is down 42.3% year to date, with a 1-year total shareholder return declining 48.5%. This signals that recent momentum has been fading...

Paymentus Holdings has been outperforming its Business Services sector peers this year, supported by an upward revision in full-year earnings estimates that points to a stronger outlook for its bill payment platform. The improved earnings view suggests Paymentus may be gaining traction from broader digital bill-pay adoption and enterprise clients leaning further into its cloud-based payment solutions. We will now see how Paymentus Holdings' improved earnings outlook could influence its...

Alphabet (NasdaqGS:GOOGL) unit Waymo has started a public robotaxi service in Las Vegas after securing final regulatory approval. Waymo vehicles are now offering driverless rides for paying passengers on designated Las Vegas routes under a commercial permit. The autonomous driving arm also outlined a plan to launch unsupervised robotaxis in Tokyo by 2027 with local partners. Waymo's Las Vegas launch and 2027 Tokyo target matter, but investors need a wider view of Alphabet's overall risk...

Victoria's Secret (VSXY) has become a fresh talking point for investors after raising full year sales and earnings guidance on the back of strong second quarter results and faster international growth. At a share price of US$73.96, Victoria's Secret has had a choppy few months, with the 30 day share price return down 12.06% even as the year to date share price return is up 38.61%. The 1 year total shareholder return is very large at 173.82%, hinting that enthusiasm for the turnaround remains...

Banc of California (BANC) has drawn investor attention after its latest share price of $18.28 left the stock down over the past month and past 3 months. That reset invites a closer look. Over the past few months, Banc of California has seen its share price slip, with a 30 day share price return down 7.16% and a 90 day share price return down 9.01%. At the same time, the 1 year total shareholder return is up 13.98% and the 3 year total shareholder return is up 63.96%. This points to fading...

Hanover Insurance Group recently outlined its near term direction through a virtual strategic outlook event, paired with updates on core commercial premium trends, pricing and capital returns, including a $700 million share buyback and a declared quarterly dividend. The combination of accelerated core commercial net premiums, firm renewal pricing and planned share repurchases indicates management’s focus on underwriting discipline and capital efficiency rather than sheer top line...

Permian Resources (PR) has drawn fresh attention after declaring a total dividend of $0.16 per share, with an ex-dividend date of 16 September 2026, highlighting how the company currently returns cash to shareholders. Recent price action around Permian Resources has been mixed. The share price fell 6.29% on the day to $22.95 and slipped 2.84% over the past week. Despite this, the stock has posted a 24.53% 3 month share price return and a 59.38% year to date share price gain, contributing to a...

MACOM Technology Solutions Holdings (MTSI) is heading into the European Conference on Optical Communication 2026 with a broad showcase of optical and high speed connectivity hardware that directly targets AI infrastructure and cloud networks. The ECOC 2026 showcase lands at a tense moment for MACOM Technology Solutions Holdings, with the share price at US$251.75 after a 1-day share price gain of 4.89% but a 30-day share price retreat of 23.14% and a 90-day share price decline of 35.68%. Over...

RPC (RES) has drawn fresh attention after a six month share slide that lagged the broader market, putting its thin gross margins and weaker EBITDA profile under a brighter spotlight for investors. Recent trading paints a mixed picture for RPC, with the share price down 3.24% over the last day and 9.12% over the past week, yet still showing an 8.14% year to date share price return and a 34.74% total shareholder return over twelve months. This suggests earlier optimism is now fading as...

IDEXX Laboratories (NasdaqGS: IDXX) has acquired veterinary AI software firm CoVetAI to expand its diagnostic and workflow tools. The deal brings ambient listening technology into IDEXX practice software, capturing consultation data in real time for clinical use. CoVetAI's workflow engine will be integrated across IDEXX's veterinary diagnostic ecosystem to support decision-making inside clinics and labs. The CoVetAI acquisition, and its AI-native workflow intelligence, should be weighed...

BioMarin Pharmaceutical reported Phase 3 CANOPY-HCH-3 trial data for VOXZOGO in children with hypochondroplasia, showing statistically significant gains in growth measures and supporting a recent FDA supplemental New Drug Application filing for this untreated population. The move to extend VOXZOGO into hypochondroplasia points to a potential broadening of its rare disease franchise, with implications for future demand, clinical development priorities, and regulatory focus across BioMarin...

AerCap Holdings (NYSE:AER) has launched a share repurchase program of up to US$1.0b. The buybacks will be funded from existing cash and operating cash flow and will run through June 30, 2027. The buyback arrives after a mixed price run for AerCap Holdings. The 1-year total shareholder return of 18.84% and 3-year total shareholder return of 131.36% point to strong long term momentum. At the same time, the 30 day share price return declined 5.48% and the year to date share price return is...

American Airlines Group recently highlighted at Morgan Stanley's Laguna conference that higher jet fuel costs could add about US$1b in expenses for the final quarter, with management openly discussing possible flight capacity cuts to protect profitability. The carrier is prioritizing profitability over market share as rising energy costs squeeze margins, while analysts have trimmed near term earnings expectations despite projections for revenue growth. We will now look at how American...

NextNav (NN) just reported real world field results for its 5G powered positioning technology, showing single digit meter accuracy indoors and outdoors, and plans to walk through the data at ION GNSS+ 2026. Despite the technical progress, NextNav’s 1 month share price return is down 23.85%, with the stock also declining 19.58% over 3 months and 9.86% year to date. However, the 3 year total shareholder return of 179.54% shows how strong the longer run has been. Scan beyond NextNav and explore...

Over the last 7 days, the United States market has experienced a slight decline of 1.1%, yet it remains up by 12% over the past year with earnings forecasted to grow by 17% annually. In this context, identifying stocks that are estimated to be undervalued presents a unique opportunity for investors seeking potential growth and value in their portfolios.