U.S. Stock News

Applied Digital recently appointed co-founder and former Chief Strategy Officer Jason Zhang as President, while reporting second-quarter 2025 sales of US$126.59 million and a reduced net loss of US$19.08 million. The combination of Zhang’s expanded leadership role and the company’s very large long-term AI data center contracts with hyperscaler clients deepens its focus on AI infrastructure growth. We’ll now examine how Zhang’s promotion to President shapes Applied Digital’s existing...

President Trump’s proposal to cap credit card interest rates at 10% for one year has put Capital One Financial (COF) in the spotlight, with investors weighing regulatory risk against the company’s underlying fundamentals. See our latest analysis for Capital One Financial. The proposal has arrived just as Capital One prepares to report Q4 results and integrate Discover, and the stock has reacted sharply, with a 1-day share price return of 4.36% decline and a 30-day share price return of 6.16%...

Recent share performance and context for lululemon athletica (LULU) With no single headline event driving the move, lululemon athletica (LULU) has been drawing attention after a period of weak short-term returns, contrasted with a positive past 3 months. The stock is down about 6% over the past day and 11% over the past week, with the month showing a 10% decline. Over the past 3 months, however, the shares are up roughly 6%. See our latest analysis for lululemon athletica. At a share price of...

Why Simpson Manufacturing Is On Investors’ Radar Today Simpson Manufacturing (SSD) has recently drawn attention after a mixed run in its share price, with a 2.3% decline over the past day contrasting with gains over the past month and the past three months. For investors tracking construction related names, the stock’s recent move comes alongside reported annual revenue of US$2.31b and net income of US$344.32m, together with year on year revenue and net income growth figures that may invite...

Datavault AI: recent performance snapshot Datavault AI (DVLT) has been on many watchlists after sharp moves in its share price, with the stock closing at US$0.71 and showing negative returns over the past month and past 3 months. See our latest analysis for Datavault AI. The latest moves extend a much longer weak patch, with a 30 day share price return of 26.75% and a 90 day share price return of 66.76%, while the 1 year total shareholder return is 48.83%. This points to fading momentum and...

Comerica (CMA) just wrapped up FY 2025 with fourth quarter revenue of US$836 million and basic EPS of US$1.28, supported by trailing twelve month revenue of US$3.27 billion and EPS of US$5.33. Over recent periods, the bank has seen revenue move from US$3.20 billion and EPS of US$5.05 in the twelve months to Q4 2024 to US$3.27 billion and EPS of US$5.33 in the latest twelve month stretch, giving investors a clearer read on how earnings and top line are tracking together. With a trailing net...

Broadcom secured multi billion dollar custom AI chip deals with hyperscalers including Alphabet, OpenAI, and Anthropic, reinforcing its role in core AI infrastructure. Soaring AI chip demand has contributed to capacity constraints at manufacturing partner TSMC and a reported Broadcom backlog above $73b. New AI focused products and a broader mix of large tech customers have drawn fresh attention from Wall Street research desks. At the same time, investors are weighing margin pressures,...

In January 2026, Acer filed patent infringement lawsuits in the Eastern District of Texas against AT&T, Verizon, and T-Mobile, while Mitsubishi Motors North America and Inseego each announced separate collaborations with AT&T to embed its 5G connectivity in the 2026 Outlander SUV and launch a new business-focused fixed wireless solution. Taken together, these developments highlight both the legal risks tied to AT&T’s use of cellular technologies and the expanding commercial reach of its 5G...

In January 2026, Red Cat Holdings issued earnings guidance projecting fourth-quarter 2025 revenue of US$24.0 million to US$26.5 million and full-year 2025 revenue of US$38.0 million to US$41.0 million, implying a very large year-over-year acceleration from its 2024 results. This guidance, alongside its role as a U.S. Army-approved defense drone supplier and new Blue Ops maritime division, suggests Red Cat is shifting from development toward broader commercialization in military...

America's Test Kitchen partnership puts Magnite in the FAST spotlight Magnite (MGNI) is back in focus after America's Test Kitchen selected the company to power programmatic monetization across its Free Ad Supported Streaming TV channels on major connected TV and FAST platforms. This agreement adds another recognized streaming brand to Magnite's publisher roster, alongside ongoing connected TV growth and early contributions from its streamer.ai acquisition. The acquisition is being used to...

If you are wondering whether NIKE’s current share price really reflects its long term potential, you are not alone, many investors are asking the same question right now. The stock last closed at US$63.63, with returns of a 4.0% decline over 7 days, 8.4% over 30 days, 0.6% year to date, an 11.0% decline over 1 year, a 47.1% decline over 3 years and a 49.4% decline over 5 years, a mixed picture that raises valuation questions. Recent headlines have focused on how NIKE is repositioning its...

Indonesian regulators are weighing new rules that could cut ride hailing commissions, which would directly affect Grab Holdings' largest market. Grab Holdings has acquired AI robotics firm Infermove, aiming to apply automation technology to its delivery and logistics operations. Both developments come as NasdaqGS:GRAB trades at $4.51, with the market reassessing the company’s risk and opportunity mix. For you as an investor, the proposed commission cuts in Indonesia go straight to the core...

In mid-January 2026, Morgan Stanley and Cantor Fitzgerald reiterated positive views on Klaviyo after it rolled out its Marketing Agent and Customer Agent products, highlighting the firm’s AI-first SaaS offering for B2C clients. An interesting angle is that hedge funds appear to favor Klaviyo as a resilient software provider, even as broader AI-related risks have made some investors cautious about the sector. Next, we’ll examine how strong analyst support for Klaviyo’s new AI-powered...

Fiserv, NasdaqGS:FISV, is expanding its collaboration with Microsoft to embed AI more deeply across its platforms and global workforce. The company has launched an analytics solution called "unknown Shopper" aimed at helping merchants better understand in store purchasing behavior. These developments highlight new technology initiatives that could influence how clients use Fiserv's payments and data capabilities. Fiserv enters these AI focused moves with its shares at $64.49 and a mixed...

In January 2026, Vericel Corporation released preliminary unaudited guidance for the fourth quarter and full year 2025, projecting 23% total and MACI revenue growth for the quarter and approximately US$276,000,000 in full-year net revenue, along with GAAP net income profitability for the second consecutive year. This combination of strong anticipated revenue expansion and back-to-back GAAP profitability highlights improving operating efficiency and growing commercial traction for Vericel’s...

Why Penguin Solutions Is On Investors’ Radar Today Penguin Solutions (PENG) has been drawing fresh attention after its recent name change from SMART Global Holdings, refocusing the brand on high performance computing, AI infrastructure, memory, and LED businesses that span several end markets. See our latest analysis for Penguin Solutions. At a share price of $19.73, Penguin Solutions has seen a 1 day share price return of 1.15% decline and a 90 day share price return of 8.36% decline. Its 3...

Costco Wholesale increased the cash back rate on fuel purchases made with its co branded credit card. The company is rolling out Hiyo nonalcoholic tonics across its U.S. warehouse network. These changes are aimed at adding value for members and broadening Costco’s product offering. For members and investors watching NasdaqGS:COST, these updates come with the stock trading around $964.26. Shares are up 12.7% over the past 30 days and 12.8% year to date, with a very large gain over 5 years...

If you have been watching Atlassian and wondering whether the recent share price makes it a potential opportunity or a value trap, you are not alone. The stock last closed at US$118.06, with returns of a 14.4% decline over 7 days, a 26.7% decline over 30 days, a 23.7% decline year to date, a 53.9% decline over 1 year, a 22.2% decline over 3 years, and a 47.3% decline over 5 years, which is likely to affect how investors are thinking about its risk and return profile. These moves sit against...

Palantir Technologies (NasdaqGS:PLTR) has expanded its partnership with South Korea's HD Hyundai into a multi year agreement. The deal will roll out Palantir's AI platforms across HD Hyundai's electric systems, robotics, marine services, and construction equipment units. The two companies plan to establish a Center of Excellence to accelerate AI driven projects across HD Hyundai's wider industrial ecosystem. Palantir enters this expanded agreement with HD Hyundai with its shares trading at...

Recent performance snapshot With no single fresh headline driving sentiment today, Newmont (NEM) is drawing interest after a period of strong share performance. The stock has moved 4.2% over the past day and has also recorded gains over the past month and past 3 months. See our latest analysis for Newmont. At a share price of $118.94, Newmont’s recent 30-day share price return of 17.43% and year to date gain of 17.51%, alongside a 1-year total shareholder return of 185.61%, point to strong...

Lockheed Martin stock snapshot after recent performance Lockheed Martin (LMT) has drawn investor attention after a recent run that includes a 21.50% move over the past month and an 18.25% gain over the past 3 months, alongside steady profitability figures. See our latest analysis for Lockheed Martin. That strong 30 day share price return of 21.50% and 18.25% over 90 days comes on top of a 15.89% year to date share price gain and a 5 year total shareholder return of 99.85%. Together, these...

BlackSky Technology (BKSY) has signed multiple Gen 3 expansion contracts as early access pilot programs move into renewal deals, highlighting continuing customer uptake for its AI-enabled, space-based intelligence services across several regions. See our latest analysis for BlackSky Technology. The new Gen 3 renewal contracts arrive at a time when momentum in BlackSky Technology’s shares has been building, with a 30 day share price return of 42.18% and a year to date share price return of...

Block, Inc. (NYSE:XYZ) has amended and expanded its revolving credit facility, increasing its available borrowing capacity. The company is rolling out new Bitcoin-focused initiatives, including merchant Bitcoin payments and a self-custody wallet. These moves come as Block's shares trade at $62.63, with a 1 year return of a 30% decline and a 5 year return of a 70.1% decline. Block, Inc. (NYSE:XYZ) is pursuing both greater balance sheet flexibility and product expansion, even as the stock...

Why Rollins (ROL) is Back in Focus After the Saela Deal Rollins (ROL) is drawing fresh attention after commentary that its Saela Holdings acquisition outperformed expectations, with Q3 2025 revenue and free cash flow showing year-over-year improvement while the stock trades at a premium P/E. See our latest analysis for Rollins. That backdrop helps explain why investors have pushed Rollins’ 90 day share price return to 11.31% and its 1 year total shareholder return to 31.32%. This signals firm...