U.S. Stock News

NasdaqCM:BTBT
NasdaqCM:BTBTSoftware

Is Bit Digital’s (BTBT) Pivot to AI Infrastructure Redefining Its Core Investment Thesis?

On February 4, 2026, Bit Digital, Inc. presented at the RedChip Fintech & DATS Investors Conference, where CEO Samir Tabar outlined its focus on Ethereum staking and AI infrastructure after exiting Bitcoin mining in 2025. The company underscored its transition into a Strategic Asset Company and highlighted majority-owned WhiteFiber as a core AI and high-performance computing infrastructure platform. We’ll now examine how Bit Digital’s emphasis on AI infrastructure through WhiteFiber shapes...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Is Nasdaq (NDAQ) Quietly Shifting From Exchange Operator To Global Tech Vendor With Osaka Deal?

Nasdaq, Inc. recently reported fourth-quarter 2025 revenue of US$2,080 million and net income of US$519 million, alongside a regular quarterly dividend declaration of US$0.27 per share payable on March 30, 2026. At the same time, Japan Exchange Group's Osaka Exchange selected Nasdaq's Eqlipse Trading and Market Surveillance platforms, underlining Nasdaq’s expanding role as a global provider of market infrastructure technology. We’ll now examine how the Osaka Exchange technology mandate...
NYSE:TKR
NYSE:TKRMachinery

Timken (TKR) Margin Compression In FY 2025 Tests Bullish Earnings Growth Narratives

Timken (TKR) has closed out FY 2025 with Q4 revenue of US$1.1b and basic EPS of US$0.89, alongside net income excluding extra items of US$62.3m, giving investors a clear snapshot of how the year finished. Over the past six quarters, the company has seen quarterly revenue range from US$1.07b to US$1.17b, while basic EPS has moved between US$0.89 and US$1.17, with trailing twelve month EPS at US$4.13 and net income at US$288.4m. With trailing net margins softer than a year ago and earnings...
NYSE:VOYA
NYSE:VOYADiversified Financial

Voya Financial (VOYA) Margin Stability At 7.5% Tests Bearish Profitability Narratives

Voya Financial (VOYA) has wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion, basic EPS of US$1.43, and net income excluding extra items of US$136 million, setting the tone for how investors assess the latest move in profitability. Over the past six quarters, revenue has ranged from US$1.96 billion to US$2.13 billion while quarterly basic EPS has moved between roughly US$1.43 and US$1.84. This provides a clear view of how earnings have tracked alongside a business generating...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC (IAC) Earnings Loss Persists In Q4 2025 Challenging Profitability Turnaround Narrative

IAC (IAC) just printed its FY 2025 numbers with Q4 revenue of US$646 million and a basic EPS loss of US$0.99, while trailing twelve month revenue sat at about US$2.4 billion and EPS at a loss of US$1.49. Over recent quarters, the company has seen revenue move from US$642 million in Q3 2024 to US$570 million in Q1 2025, then up to US$646 million in Q4 2025, with EPS swinging from a loss of US$2.39 in Q4 2024 to a loss of US$0.99 in the latest quarter. For investors, the headline takeaway is...
NasdaqGS:ICHR
NasdaqGS:ICHRSemiconductor

Assessing Ichor Holdings (ICHR) Valuation After Recent Share Price Moves And Long Term Return Pressures

Recent move in Ichor Holdings stock Ichor Holdings (ICHR) has drawn investor attention after recent trading, with the share price at $28.01 and showing mixed return patterns over the past year, including a loss on a 1 year total return basis. See our latest analysis for Ichor Holdings. The recent 1 day and 7 day share price declines sit against strong shorter term momentum, with a 30 day share price return of 33.76% and a 90 day share price return of 85.62%, while the 1 year total shareholder...
NYSE:GEV
NYSE:GEVElectrical

Assessing GE Vernova (GEV) Valuation After Strong Multi‑Period Share Price Gains

GE Vernova: Stock snapshot and recent performance GE Vernova (GEV) has attracted fresh attention after recent trading, with the stock closing at $746.22. Short term moves include a 4.4% decline over the past day and a 4.9% gain over the past week. Over the past month the stock return is 9.6%, while the past 3 months show a 35.6% gain. Year to date, GE Vernova is up 9.8%, and the 1 year total return stands at 103.3%. See our latest analysis for GE Vernova. The recent 1 day share price decline...
NasdaqGS:OSIS
NasdaqGS:OSISElectronic

Assessing OSI Systems (OSIS) Valuation After Earnings Beat, Major European Contract Win And Ongoing Buybacks

OSI Systems (OSIS) just reported quarterly and six month results alongside an update on its buyback and a new security contract tied to a major European sporting event, giving investors several fresh data points to assess. See our latest analysis for OSI Systems. Despite the recent earnings beat, new European security contract and ongoing buybacks, OSI Systems’ recent 30 day share price return of 6.74% and 90 day share price return of 10.33% show some cooling after a strong run. At the same...
NYSE:PATH
NYSE:PATHSoftware

Is UiPath (PATH) Quietly Redefining Its Moat With Agentic AI And Maestro Orchestration?

Lumbard & Kellner, LLC recently initiated a new position in UiPath, while the company continues repositioning its platform around agentic AI through its Maestro offering and broader public-sector traction. This shift from traditional robotic process automation to an agentic AI orchestration layer is reshaping how investors view UiPath’s role in enterprise automation. We’ll now examine how UiPath’s push into agentic AI with its Maestro platform influences the company’s broader investment...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Assessing Microchip Technology (MCHP) Valuation After Recent Share Price Momentum

Context for Microchip Technology shares Recent trading in Microchip Technology (MCHP) has attracted attention after a mix of short term pullbacks and longer term gains. This has prompted investors to reassess how its current valuation lines up with reported fundamentals. See our latest analysis for Microchip Technology. At a share price of $78.23, Microchip Technology has paired a 1 day share price return of 2.05% with a 30 day share price return of 16.66% and a 1 year total shareholder...
NYSE:VFC
NYSE:VFCLuxury

A Look At VF (VFC) Valuation After Earnings Highlight Brand Strength And Ongoing Vans And International Challenges

V.F (VFC) shares are in focus after the company reported quarterly results showing higher sales and profitability, with The North Face and Timberland helping offset ongoing weakness at Vans and pressure in international markets. See our latest analysis for V.F. At a share price of US$21.18, V.F has seen short term momentum build, with a 7 day share price return of 10.83% and a 90 day share price return of 48.53%. However, its 1 year total shareholder return of 12.90% and 5 year total...
NasdaqGM:RSVR
NasdaqGM:RSVREntertainment

Reservoir Media (RSVR) Margin Compression To 3.9% Reinforces Bearish Earnings Narratives

Reservoir Media (RSVR) opened its Q3 2026 scorecard with revenue of about US$45.6 million and basic EPS of roughly US$0.03. Trailing twelve month figures show revenue of around US$169.6 million and EPS near US$0.10 against a revenue growth rate of about 4.6% and a trailing net margin of 3.9%. Over recent quarters the company has reported revenue moving from roughly US$40.7 million in Q2 2025 to US$45.6 million in Q3 2026. Quarterly basic EPS has ranged between a small loss of about US$0.01...
NYSE:WELL
NYSE:WELLHealth Care REITs

Is It Too Late To Consider Buying Welltower (WELL) After Its 5 Year Surge?

If you are wondering whether Welltower shares still make sense at today's price, it helps to start by separating recent excitement from what the business might actually be worth. The stock last closed at US$185.48, with returns of 0.8% over 7 days, 0.4% over 30 days, a 0.8% decline year to date, 32.7% over 1 year, 165.5% over 3 years and 226.4% over 5 years. This naturally raises questions about how much of this is already reflected in the price. Recent coverage of Welltower has focused on...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

How Investors May Respond To ON Semiconductor (ON) Q4 Miss and Softer Q1 Automotive Outlook

In early February 2026, ON Semiconductor reported fourth-quarter results that missed analyst expectations and issued softer-than-anticipated guidance for the first quarter of 2025, citing prolonged macro uncertainty and inventory digestion among automotive Tier-1 suppliers. The update underscored how extended destocking in automotive and industrial end-markets can ripple through the supply chain, challenging assumptions about the tempo of recovery in key segments for ON Semiconductor. Next,...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Computer Weighs Explosive AI Growth Against Concentration And Margin Risks

Super Micro Computer (NasdaqGS:SMCI) reported an exceptional fiscal Q2 2026, with record revenue powered by strong demand for its AI data center hardware. The company sharply raised its full year revenue guidance, reflecting ongoing demand for AI focused infrastructure from large cloud and data center customers. Management flagged key risks, including heavy revenue exposure to a single hyperscale customer and margin pressure linked to cost and supply chain volatility. For investors tracking...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax Rolls Out New AI Tools As Shares Trade At Valuation Discount

Equifax (NYSE:EFX) has launched new AI-driven tools focused on fraud detection and credit risk assessment. The product set includes Credit Abuse Risk and Synthetic Identity Risk models aimed at tackling synthetic identity and first-party credit abuse. Equifax is also rolling out expanded employment and income verification tools for lenders and auto dealers. For a company built around data and risk intelligence, these launches speak directly to Equifax’s core business. Financial...
NYSE:CVS
NYSE:CVSHealthcare

CVS Health Faces New PBM Transparency Test With Earnings Engine In Focus

The U.S. Department of Labor has proposed a rule that would require pharmacy benefit managers to fully disclose all compensation to self insured group health plans. The rule would apply to PBMs owned by major healthcare companies, including CVS Health (NYSE:CVS). If adopted, the proposal would significantly increase transparency around PBM fees, rebates, and other revenue streams. For CVS Health, which combines retail pharmacies, insurance, and PBM operations, this proposal shines a light...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

SLM Lawsuits Put Loan Delinquencies And Valuation Discount In Focus

Multiple investor rights law firms have filed securities fraud class action lawsuits against SLM Corporation (NasdaqGS:SLM). The suits allege SLM made false or misleading statements about early stage loan delinquencies and the effectiveness of its loss mitigation programs. These cases focus on whether investors were adequately informed about credit quality trends and related risk management. SLM shares most recently closed at $27.85, with the stock up 5.6% over the past week and 94.5% over...
NYSE:BK
NYSE:BKCapital Markets

How BNY’s Leadership Realignment and F1 Partnership Will Impact Bank of New York Mellon (BK) Investors

In recent days, Bank of New York Mellon Corporation announced executive leadership changes to unify its wealth solutions and markets businesses, alongside an initiative promoting AI and digital upskilling for community bank executives. Separately, BNY revealed a long-term partnership with the Williams F1 Team, creating a global platform that links its capital markets footprint with the sport’s expanding international fan and client base. We’ll now examine how BNY’s leadership realignment...
NYSE:HLIO
NYSE:HLIOMachinery

Helios CODESYS OpenView Update Meets Fair Value And Momentum Story

Helios Technologies expanded its OpenView™ display platform with integrated CODESYS® functionality. The update gives industrial customers new interoperability options and remote monitoring capabilities for their equipment. The move targets OEMs and system integrators that already use CODESYS® in their control architectures. For investors watching NYSE:HLIO, this product update sits alongside a share price of $70.73 and recent momentum, with the stock up 10.4% over the past week, 25.7% over...
NYSE:PFSI
NYSE:PFSIDiversified Financial

A Look At PennyMac Financial Services (PFSI) Valuation After Disappointing Q4 Results And Rising Legal Scrutiny

Why PennyMac’s recent quarter has drawn so much attention PennyMac Financial Services (PFSI) surprised the market with fourth quarter 2025 results that included a substantial drop in servicing segment pretax income, triggering a sharp stock sell off and fresh legal scrutiny. See our latest analysis for PennyMac Financial Services. That sharp post earnings sell off sits on top of already weaker momentum, with a 7 day share price return of 34.63% and a 30 day share price return of 28.44% at a...
NYSE:CNC
NYSE:CNCHealthcare

Is Centene (CNC) Offering An Opportunity After A 33% One Year Share Price Decline

If you are looking at Centene and wondering whether the recent share price puts it on sale or not, this article walks through what the current price may or may not be offering you in terms of value. The stock recently closed at US$40.96, with returns of a 2.2% decline over 7 days, an 8.3% decline over 30 days, a 2.0% decline year to date, a 32.6% decline over 1 year, a 43.8% decline over 3 years and a 32.9% decline over 5 years, which may catch the eye of investors weighing risk and...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Hamilton Lane (HLNE) Margin Resilience Underpins Q3 EPS Dip And Tests Premium P/E Narrative

Hamilton Lane (HLNE) has wrapped up Q3 2026 with total revenue of US$198.6 million and basic EPS of US$1.40, underpinned by net income of US$58.4 million. This gives investors a clear read on the latest quarter’s profitability. Over recent periods, the company has seen quarterly revenue move from US$149.9 million in Q2 2025 to US$190.9 million in Q2 2026 and US$198.6 million in Q3 2026. Basic EPS has ranged from US$1.24 in Q4 2025 to US$1.71 in Q2 2026 and US$1.40 in the latest quarter,...
NYSE:COUR
NYSE:COURConsumer Services

How Coursera’s Upcoming Earnings Test (COUR) Has Changed Its Investment Story

Online learning platform Coursera (NYSE:COUR) recently announced it will report quarterly results on Thursday afternoon, following a prior quarter in which it exceeded analysts’ revenue and EBITDA expectations. With analysts now forecasting year-on-year revenue growth of 7% and adjusted earnings of US$0.06 per share, the upcoming report has become a focal point for how investors assess Coursera’s ability to sustain its operating momentum. We’ll now examine how Coursera’s anticipated revenue...