U.S. Stock News

Viasat (VSAT) has drawn fresh attention after reporting first quarter 2026 results on 4 August and reaffirming its fiscal 2027 earnings guidance, including an outlook for mid single digit revenue growth. See our latest analysis for Viasat. Viasat's reaffirmed 2027 guidance comes after a strong run in the stock, with the share price up 120.22% year to date and a 1 year total shareholder return of 205.79%, which suggests momentum has been building over both shorter and longer periods. If...

Cooling inflation and softer consumer spending have pushed interest rates back to center stage, which is exactly where housing and mortgage exposed stocks tend to feel every twist in policy expectations. That mix of relief on prices and concern about growth is creating fresh winners and potential traps. This article walks through 3 stocks from our U.S. housing and mortgage beneficiaries screener that appear especially exposed to this latest shift in the data. The three stocks below are just a...

The RealReal reported past second-quarter 2026 results with revenue rising to US$192.57 million from US$165.19 million, but its net loss widened to US$27.23 million, and it opened a larger West Palm Beach boutique as its 18th U.S. retail location. The company also raised its full-year 2026 and third-quarter revenue guidance, highlighting confidence in AI-driven efficiencies, growing buyer activity, and improved margins despite ongoing losses. Next, we’ll examine how RealReal’s raised...

Aveanna Healthcare Holdings (AVAH) is back in focus after reporting second quarter earnings and raising its full year 2026 revenue outlook, tying the update to operational gains across its core home care segments. See our latest analysis for Aveanna Healthcare Holdings. The strong 1 day share price return of 9.12% after the results, alongside a 60% 90 day share price return and a very large 3 year total shareholder return, suggests momentum around Aveanna Healthcare Holdings is building as...

Reddit (RDDT) is back in the spotlight after confirmation that it will join the S&P 500 before trading opens on August 18, a milestone pulling in fresh institutional demand. See our latest analysis for Reddit. Reddit’s latest S&P 500 announcement comes after a volatile stretch, with the stock’s 1 day share price return of 12.63% and 7 day return of 10.14% contrasting with a year to date share price decline of 26.38% and a 1 year total shareholder return decline of 27.75%. Recent momentum is...

Align Technology stock has delivered a steep 73.4% decline over the past five years, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model still points to meaningful upside compared with where shares trade today. At the same time, broader valuation checks and earnings multiples suggest pricing that is closer to fair than outright distressed. The share price is down 73.4% over five years, which frames the current valuation debate around whether this is a long term...

Rush Street Interactive (RSI) is drawing fresh attention after partnering with gaming supplier AGS to bring Bonus Spin Xtreme progressive table games online through BetRivers and PlaySugarHouse across selected U.S. states and Canadian provinces. See our latest analysis for Rush Street Interactive. Alongside the AGS tie up and its upcoming appearance at the Oppenheimer Technology, Internet & Communications Conference on 12 August 2026, Rush Street Interactive has seen mixed momentum, with a 1...

Western Union (WU) gained a fresh catalyst after securing New York regulatory approval for its pending Intermex acquisition, while California temporarily suspended its earlier clearance, prompting a closer investor look at the stock’s risk and opportunity mix. See our latest analysis for Western Union. Western Union’s regulatory and product headlines come against a share price that closed at US$7.45, with the 7-day share price return up 5.23% but the 30-day share price return down 16.10%...

Alcoa stock has delivered a 78.5% gain over the past three years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples still point to the shares trading below what the underlying business may justify. Alcoa has returned 78.5% over three years, which puts fresh focus on whether the current price around US$49.98 still leaves room for further value to be realised. The key support for valuation can come from the company’s ability to convert revenue into steady...

Apple recently opened its Advanced Manufacturing Center in Houston, its second U.S. manufacturing learning site, which will provide free training on smart manufacturing and begin Mac mini production alongside existing advanced AI server assembly. At the same time, Apple is contending with higher component and memory costs, government pressure over Chinese chip sourcing, and the cancellation of a flagship iPhone concept, all of which introduce new complexity for its supply chain and product...

Space Exploration Technologies stock has climbed back in the short term but is still down about 13% year to date, while its valuation checks lean expensive rather than cheap despite intense interest around its AI and satellite businesses. Year to date the share price is down about 13%, which means the recent rebound has not yet erased earlier declines in 2026. The push into large scale AI infrastructure and acquisitions can support higher long run cash generation, but the heavy capital...

Federal rescheduling of medical marijuana to Schedule III has turned a complex policy story into a real money question for U.S. cannabis operators like Trulieve, Curaleaf and Green Thumb Industries. Tax relief, shifting politics and fresh regulatory risks are all converging at once. This article walks through three stocks from our U.S. Cannabis Operators screener that are directly exposed to this news, and what that could mean for your portfolio decisions. The three stocks highlighted below...

Long term Treasury yields near multi decade highs are reshaping how investors think about risk, reward and time. When money locked up for 10 or 30 years pays more, the gap between boring and exciting opportunities starts to blur, and some business models look very different. This article walks through three US life insurer and annuity stocks exposed to this rate shock and explains why they might deserve a closer look now. The three stocks below are just a sample, and the full screen surfaced...

S&P Global Inc. recently announced an expanded collaboration with Microsoft Corporation to embed its AI-ready data, insights and analytics directly into Microsoft 365 Copilot workflows, including Excel and Copilot Cowork, using its Kensho Deterministic Retrieval solution. This move positions S&P Global’s proprietary intelligence inside everyday productivity tools, potentially deepening its role in customers’ research, financial analysis and industry-specific decision-making processes. We’ll...

Dana Incorporated recently reported past second-quarter 2026 results showing sales of US$2,010 million versus US$1,935 million a year earlier, raised its full-year 2026 sales guidance to US$7.65 billion–US$7.85 billion, and continued executing its share buyback program. Alongside these figures, the company reported a very large six-month net income uplift to US$1.08 billion and completed repurchases totaling 30.65% of its shares since June 2025, signaling a clear capital return focus. We’ll...

Invesco (IVZ) has put real estate credit in the spotlight after reporting US$3.2b in loan commitments for the first half of 2026, largely tied to multifamily and industrial properties in North America and Europe. See our latest analysis for Invesco. For context, Invesco’s recent push in real estate credit sits alongside a strong run in the stock, with a 30 day share price return of 9.85% and a 1 year total shareholder return of 59.02%, signalling building momentum rather than a short term...

Axcelis Technologies reported its second-quarter 2026 results, with revenue rising to US$215.18 million while net income and diluted EPS from continuing operations eased to US$23.29 million and US$0.75 respectively, and also issued third-quarter guidance calling for about US$230 million in revenue and GAAP diluted EPS of roughly US$0.76. The combination of higher sales but lower profitability, along with relatively specific earnings guidance for the coming quarter, gives investors a clearer...

In the past quarter ended June 30, 2026, Plains GP Holdings, L.P. reported sales of US$17,693 million and net income of US$389 million, with basic and diluted earnings per share of US$1.97, all sharply higher than a year earlier. Over the first six months of 2026, the company’s sales reached US$30,162 million and net income rose to US$408 million, indicating a significantly stronger earnings profile than the prior-year period. We’ll now examine how this sharp jump in quarterly earnings and...

HCI Group stock has more than tripled over the past three years while the broader valuation checks still flag it as looking cheap. This raises a clear question about how much good news is already in the price. HCI Group has delivered a very large 237.0% return over the past three years, which puts recent short term moves into context for anyone thinking about new capital going into the stock. Strong recent earnings and the completed US$80 million share repurchase program can support...

LivaNova (LIVN) drew fresh attention after raising its 2026 revenue growth guidance to 8% to 9% on a constant currency basis, alongside second quarter results that showed higher sales and net income. See our latest analysis for LivaNova. The raised guidance and strong second quarter figures have coincided with a 35.59% year to date share price return and a 53.05% total shareholder return over the past year, suggesting momentum in how the market is viewing LivaNova. If LivaNova’s move has...

ICL Group (NYSE:ICL) is back in focus after reporting second quarter 2026 sales of US$2,135 million and net income of US$137 million, alongside board approval for a new end market operating model. See our latest analysis for ICL Group. The recent earnings update and operating model shift have come alongside a 9.90% 30 day share price return, yet ICL Group’s share price is still down 13.55% over 90 days and its 1 year total shareholder return is down 7.98%. This suggests improving short term...

NRG Energy (NRG) is back in focus after reporting second quarter 2026 results that returned the company to profitability and completing a sizeable share buyback tranche that retired 2.92% of its outstanding stock. See our latest analysis for NRG Energy. The strong 1 day share price return of 5.42% and 7 day gain of 6.87% suggest investors are reacting positively to NRG Energy's earnings rebound and completed buyback. However, the year to date share price return is still down 24.02%, and the 1...

CSW Industrials (CSW) has drawn investor attention after its recent share price move, with the stock closing at $345.15. This follows strong multi year total returns and positive annual revenue and net income growth. See our latest analysis for CSW Industrials. Over the past year CSW Industrials has combined a 16.99% year to date share price return with a 33.51% total shareholder return. Its 30 day and 90 day share price returns of 23.59% and 32.65% suggest momentum has recently...

In early August 2026, First Horizon Bank promoted veteran Baton Rouge banker Michael Doerr to Senior Vice President, Senior Commercial Banking Sales Manager, while parent company First Horizon National reported second-quarter earnings per share of US$0.54, ahead of expectations on the back of higher net interest and non-interest income and growth in loans and deposits. Alongside this leadership move, the bank’s improved credit quality, share repurchases of US$100 million, and constructive...