U.S. Stock News

NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel’s SambaNova Stake Grows To 9% As AI And Governance Intersect

Intel (NasdaqGS:INTC) has added US$15 million to its investment in AI chip startup SambaNova Systems. This move brings Intel's ownership stake in SambaNova to 9%. SambaNova is chaired by Intel CEO Lip-Bu Tan, raising potential questions about governance and conflicts of interest. Intel is expanding its presence in AI infrastructure as demand grows for computing power to support complex models and inference workloads. For investors watching how large chipmakers position around AI, the...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Do Record Q3 Results And New Hard Beverages Change The Bull Case For Tilray Brands (TLRY)?

Tilray Brands, Inc. reported past third-quarter 2026 results with sales of US$206.73 million and a net loss of US$26.57 million, alongside new ready-to-drink Popsicle Hard beverages and Shock Top High Voltage beer launches in the U.S. market. The combination of higher revenue, sharply reduced losses versus a very large prior-year net loss, and an expanding portfolio of branded alcoholic drinks underscores Tilray’s push to balance its cannabis operations with a broader consumer beverage...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Does Legal Scrutiny of Fiserv’s 2025 Guidance Assumptions Change The Bull Case For Fiserv (FISV)?

In recent months, Fiserv has come under legal scrutiny, with a class action complaint and related investigations alleging that management issued misleading statements about key initiatives and based revised 2025 guidance on difficult-to-achieve assumptions, potentially affecting long-term shareholders. At the same time, the latest Fiserv Small Business Index for March 2026 suggests a resilient small business backdrop, adding complexity for investors weighing legal risks against an otherwise...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

A Look At PayPal Holdings (PYPL) Valuation As Board Changes And Lawsuits Draw Investor Attention

PayPal Holdings (PYPL) is back in focus after appointing Alyssa Henry, former head of Block’s Square business, to its board, as the company manages leadership turnover and active securities class action lawsuits. See our latest analysis for PayPal Holdings. Despite the board refresh and ongoing lawsuits drawing fresh attention, PayPal’s recent 1-day share price return of 1.59% sits against a 90-day share price return decline of 22.02% and a 5-year total shareholder return loss of 82.77%. This...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Fuel Hedge Reshapes Cruise Line Cost And Margin Story

Royal Caribbean Cruises (NYSE:RCL) has hedged about 60% of its 2026 fuel needs, partly insulating the company from recent crude oil price spikes. The move contrasts with competitors Carnival and Norwegian Cruise Line, which are experiencing more direct cost pressure from higher fuel prices. The company’s hedging activity is drawing attention as fuel cost volatility becomes a key focus for cruise investors. Royal Caribbean Cruises, trading at around $273.59, has risen 47.2% over the past...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific Faces EP Lawsuits As Trials And New Devices Shift Outlook

Multiple securities class action lawsuits have been filed against Boston Scientific (NYSE:BSX) alleging misrepresentation of growth prospects in its U.S. Electrophysiology segment. The suits follow mixed guidance from the company and rising competitive pressure in the electrophysiology market. At the same time, Boston Scientific reported positive data from the CHAMPION-AF and HI-PEITHO trials and secured FDA clearance for the Asurys Fluid Management System. These legal actions and clinical...
NYSE:GKOS
NYSE:GKOSMedical Equipment

What Glaukos (GKOS)'s Strengthening Sales and Profit Trends Mean For Shareholders

Glaukos recently reported strong business momentum, with robust top-line sales growth and improving profit trends that align with growth-focused technical criteria such as the Minervini Trend Template. This combination of accelerating revenue and a strengthening earnings trajectory suggests that the company’s operational performance is increasingly underpinning investor confidence in its outlook. Now, we’ll examine how this improving sales and profit profile affects Glaukos’ existing...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Evaluating Teradyne (TER) After A 1 Year Total Shareholder Return Above 300%

Teradyne snapshot: what recent returns and financials tell investors Teradyne (TER) has attracted attention after a strong past 3 months, with a total return above 40% and a 1 year total return above 300%. This has prompted closer scrutiny of its fundamentals. The company reports annual revenue of US$3.19b and net income of US$554.05m, with both revenue and net income growth reported on an annual basis. These figures give investors a starting point for assessing current pricing. See our...
NYSE:PSA
NYSE:PSASpecialized REITs

Assessing Public Storage (PSA) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

How Public Storage (PSA) Has Been Performing Recently Public Storage (PSA) has drawn fresh investor attention after a period of mixed share performance, with a recent daily gain of about 1.5% contrasting with a decline over the past month and a positive move in the past 3 months. Over the past year, the stock shows a small negative total return, while the past 3 years and past 5 years reflect positive total returns. That backdrop sets the stage for looking more closely at how the business is...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Did AM Best’s Rating Upgrade Just Shift Arch Capital Group's (ACGL) Investment Narrative?

AM Best recently upgraded Arch Wilsure Insurance Company’s Financial Strength Rating to A+ (Superior) and Long-Term Issuer Credit Rating to “aa” (Superior), assigning stable outlooks that signal increased confidence in its balance sheet and integration within Arch Capital Group. At the same time, Arch Capital Group’s pattern of earnings surprises and analyst optimism about its upcoming results highlight how credit strength and earnings momentum are working together to reshape expectations...
NYSE:BR
NYSE:BRProfessional Services

How Investors May Respond To Broadridge (BR) Beating Q2 Views And Doubling Down On Tokenization

In late March 2026, Broadridge Financial Solutions reported Q2 2026 results that exceeded analyst expectations, raised its recurring revenue and adjusted EPS growth outlook, and highlighted ongoing investment in digital assets and tokenization capabilities. Investor attention was further drawn by CEO Timothy C. Gokey’s insider share purchase and the company’s latest Fund Brand 50 report, underscoring Broadridge’s influence across asset management branding and financial technology...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 Opens Dubai Office Weighing New Growth Against Geopolitical Risk

Hut 8 (NasdaqGS:HUT) has registered to open a new office in Dubai, its first physical presence in the Middle East. The move comes during a period of heightened geopolitical tension involving the U.S., Israel, and Iran. Recent missile and drone attacks in Dubai frame the decision as a higher risk geographic expansion. The company aims to sharpen international capital deployment and explore new markets for computing infrastructure and digital assets. Hut 8, listed on NasdaqGS:HUT, is known...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Assessing Braze (BRZE) Valuation After Q4 Beat AI Momentum And New Buyback Program

Braze (BRZE) has been back in focus after Q4 results and guidance triggered a strong reaction from the market, with investors weighing faster organic revenue growth, heavier enterprise bookings and growing adoption of the company’s AI tools. See our latest analysis for Braze. At a share price of US$23.68, Braze’s 30 day share price return of 20.88% contrasts with a 90 day share price return of a 27.25% decline and a 1 year total shareholder return of a 27.67% loss. This points to improving...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

Assessing Uniti Group (UNIT) Valuation After Strong Recent Share Price Performance

Why Uniti Group Stock Has Caught Investor Attention Uniti Group (UNIT) has drawn fresh interest after a recent stretch of strong share price moves, including solid gains over the past week, month, and past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Uniti Group. The recent 31.6% 7 day share price return and 51.2% year to date share price return, alongside a 26.1% 1 year total shareholder return and 131.3% 3 year total shareholder return, point to...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

How Investors May Respond To Expedia Group (EXPE) After Jefferies’ AI-Focused Upgrade And New Credit Facility

In recent days, Jefferies upgraded Expedia Group to a Buy rating and highlighted the company’s strong B2B performance, AI investments, and institutional interest, while Expedia also secured a new US$2.50 billion unsecured revolving credit facility maturing in 2031 to enhance its financial flexibility. Asset managers such as Artisan Partners underscored Expedia’s expanding AI-powered travel platforms, disciplined capital allocation, and solid free cash flow profile, reinforcing confidence in...
NYSE:CTRA
NYSE:CTRAOil and Gas

Coterra Energy (CTRA) Valuation Check After Q4 Earnings And Oil Price Volatility

Recent Q4 earnings and fresh moves in oil prices after U.S. Iran tensions eased have pushed Coterra Energy (CTRA) into focus, giving you a live case study in how geopolitics and fundamentals interact. See our latest analysis for Coterra Energy. Coterra’s share price has been volatile around these oil headlines and Q4 results, with a 1 month share price return of 11.84% and a year to date gain of 29.92%. The 5 year total shareholder return of 151.27% points to momentum that has built over a...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Agent Val’s AI-Led Exploit Validation Could Be A Game Changer For Qualys (QLYS)

In March 2026, Qualys, Inc. launched Agent Val within its Enterprise TruRisk Management platform, introducing AI-led exploit validation and autonomous risk remediation for security teams’ Risk Operations Centers. By shifting vulnerability management from assumption-based prioritization to evidence-backed validation, Agent Val aims to cut remediation noise, sharpen focus on truly exploitable risks, and give organizations clearer proof of cyber risk reduction. Next, we’ll examine how Agent...
NYSE:DIS
NYSE:DISEntertainment

Disney Ends US$1b OpenAI Deal As Directors Buy More Shares

Walt Disney (NYSE:DIS) has reportedly terminated a planned $1b AI partnership with OpenAI that would have licensed over 200 characters for AI generated video content. The cancellation, described as abrupt and unexpected for Disney, highlights financial and operational risks around large scale AI and media collaborations. At the same time, multiple Disney directors have recently purchased company shares, signaling fresh internal views on the company’s prospects. Disney shares most recently...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Starbucks Reshapes China Exposure While Testing New U.S. Labor Model

Starbucks (NasdaqGS:SBUX) has completed a major China joint venture with Boyu Capital, altering the ownership structure of its China retail operations. The company is rolling out new U.S. employee programs, including performance based bonuses, weekly pay, and expanded digital tipping for baristas. These changes affect one of Starbucks' most important international markets and reshape its approach to labor in the U.S. Starbucks shares last closed at $90.37, with mixed recent returns that...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) Valuation As Casgevy Revenue And Cash Position Support Its Growth Transition

CRISPR Therapeutics (CRSP) has caught investor attention after becoming the first gene editing peer to generate commercial revenue from its approved therapy Casgevy, supported by Vertex Pharmaceuticals and a sizable cash cushion for upcoming trials. See our latest analysis for CRISPR Therapeutics. CRISPR Therapeutics’ recent news on Casgevy and upcoming trial milestones comes after a sharp 1 year total shareholder return of 51.59%, even as the 30 day share price return of 14.73% and 90 day...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil (XOM) Valuation Check After Strong Recent Share Price Momentum

Exxon Mobil (XOM) is back on many investors’ screens after a recent move in its share price, with the stock posting a return over the past month and a stronger gain over the past three months. See our latest analysis for Exxon Mobil. Even with a 2.9% 7 day share price pullback, Exxon Mobil’s recent 30 day share price return of 5.8% and year to date share price return of 31.0% suggest momentum has been strong. The 1 year total shareholder return of 47.8% and 5 year total shareholder return of...
NYSE:NKE
NYSE:NKELuxury

A Look At Nike (NKE) Valuation After Q3 Earnings Beat And Weak Forward Guidance

Nike (NKE) just reported fiscal Q3 results that topped earnings expectations, but the real shock for investors came from management’s outlook, which calls for a 2% to 4% revenue decline next quarter. See our latest analysis for NIKE. The guidance reset has fed straight into the share price, with Nike now trading at US$44.19 after a 30.17% year to date share price decline and a 64.34% five year total shareholder return loss, signaling fading momentum as investors reassess execution risk and...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings (DKNG) Faces Landmark AI Microbetting Lawsuit Is Its Engagement Strategy Now a Legal Risk?

In March 2026, the Public Health Advocacy Institute filed a landmark product liability lawsuit in Pennsylvania against DraftKings, FanDuel, Genius Sports, and the NFL, alleging their online platforms use AI‑driven microbetting features and intensive promotions that foster gambling addiction and violate consumer protection laws. This case sharpens focus on how online sportsbooks monetize live in-game microbets and VIP-style inducements, raising questions about product design, data use, and...
NYSE:AMPX
NYSE:AMPXElectrical

Why Amprius Technologies (AMPX) Is Down 6.8% After Securing US$21 Million Chinese EV Battery Order

In March 2026, Amprius Technologies, Inc. announced it had secured a US$21,000,000 purchase order from a new premier electric mobility customer in China for its high-energy-density SiCore cylindrical cells, to be used in light electric vehicles such as scooters, three-wheelers, and motorcycles. An interesting aspect of this deal is that it extends Amprius’ silicon-anode battery technology beyond drones and aviation into the growing light electric vehicle market, potentially broadening its...