U.S. Professional Services Stock News

Amazon reports its new custom AI chips are close to fully booked in its data centers, directly challenging third party providers such as Nvidia. Despite pushing its own silicon, Amazon plans to keep offering Nvidia hardware to meet customer demand and address capacity needs. The move highlights rising competition in AI infrastructure while underlining Nvidia’s ongoing role in large scale cloud workloads. NVIDIA (NasdaqGS:NVDA) sits at the center of this shift, with Amazon’s custom chip push...

KBRA recently assigned preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM5, a non-prime RMBS deal sponsored by Rithm Capital and backed by loans primarily originated and serviced by its subsidiary NewRez, along with Champions Funding. This new non-prime securitization highlights Rithm’s continued use of capital markets funding across its mortgage platform, which can influence perceptions of its credit profile, fee potential, and...

Earlier this month, Definium Therapeutics, Inc. presented at the 25th Annual Needham Virtual Healthcare Conference, while the White House signaled potential support for expanded ibogaine research through a draft executive order. This policy shift has drawn fresh attention to psychedelic-based therapies, putting Definium’s late-stage psychiatric pipeline into a broader national research and policy spotlight. We’ll examine how heightened U.S. policy interest in psychedelic research could...

Why Cohen & Steers (CNS) Is On Investor Radar Today Cohen & Steers (CNS), a New York based asset manager focused on real assets and alternative income, has drawn attention after recent share price moves, prompting a closer look at its fundamentals and recent returns. The stock last closed at US$66.67, with a value score of 1 and a market value of about US$3.4b. Recent performance has been mixed, with a month gain of 7.2% contrasted with a past 3 months decline of 5.3% and a 1 year total...

Eastman Kodak (KODK) is back in the spotlight after launching VERITA 200D, a new color negative motion picture film that featured heavily in the recently premiered third season of HBO’s Euphoria. See our latest analysis for Eastman Kodak. The recent VERITA 200D launch has arrived alongside strong share price momentum, with a 30 day share price return of 68.07% and year to date share price return of 55.92%. The 1 year total shareholder return of 115.74% sits against a 3 year total shareholder...

Axalta Coating Systems (AXTA) was recently honored with three 2026 Edison Awards for its EcoNextJet vehicle color system, Alesta e-PRO FG Black EV battery coating, and TintMaster AI tint manufacturing platform. See our latest analysis for Axalta Coating Systems. These Edison Awards arrive as the 1 month share price return of 17.92% and 7 day gain of 3.99% mark a rebound from a 90 day share price decline of 10.63% and a 1 year total shareholder return of 3.94% loss. This may suggest improving...

Cisco Systems has recently moved to deepen its role in AI and cybersecurity, joining Project Glasswing, supporting the UALink Consortium’s new AI infrastructure specifications, and reportedly entering talks to acquire Israeli cybersecurity firm Astrix Security for about US$250,000,000 to US$300,000,000. These developments tie Cisco more closely into Anthropic-linked ecosystems and open AI hardware standards, underscoring how its networking, security, and AI initiatives are increasingly...

Earlier this week, Merck (known as MSD outside the U.S. and Canada) received European Commission approval for ENFLONSIA (clesrovimab), a long-acting monoclonal antibody to prevent RSV lower respiratory tract disease in newborns and infants during their first RSV season across all EU member states plus Iceland, Liechtenstein and Norway. This broad European authorization, backed by late-stage CLEVER and SMART trial data showing large reductions in RSV illness and hospitalizations, further...

In the past six months, RBC Bearings has reported strong revenue gains, robust long-term earnings per share growth, and solid free cash flow generation that is supporting reinvestment and capital returns. This combination of growth and cash efficiency suggests the company’s engineered components are gaining meaningful traction with customers across its core markets. Next, we’ll examine how this strong revenue and earnings momentum may influence RBC Bearings’ existing investment narrative...

Earlier this month, Kymera Therapeutics reported that the FDA granted Fast Track designation to KT-621, its first-in-class oral STAT6 degrader, for treating moderate to severe eosinophilic asthma, while partner Gilead exercised its option to exclusively license Kymera-discovered CDK2 degrader KT-200, triggering a US$45,000,000 milestone payment. Together, the regulatory recognition for KT-621 and the expanded Gilead collaboration highlight external validation of Kymera’s protein degradation...

Recent share performance and business snapshot Bank OZK (OZK) shares recently closed at US$48.73, with the stock showing a 1 day return of 1.97% and a month return of 11.15%. This performance has prompted a closer look at its current profile. The Arkansas based lender operates as a full service, state chartered bank focused on the United States market. It generated US$1,555.343m in revenue and US$699.293m in net income across community banking activities. See our latest analysis for Bank...

In the past week, Albemarle drew attention after Baird shifted its rating on the lithium producer to Neutral from Outperform. This analyst reassessment highlights how quickly sentiment around lithium exposure and company positioning can change, even without an accompanying adjustment to formal valuation estimates. We’ll now explore how this rating downgrade, following a sharp swing in short‑term sentiment, may affect Albemarle’s broader investment narrative. We've uncovered the 12 dividend...

Why Kratos’ new Space Force contract matters for KTOS shareholders Kratos Defense & Security Solutions (KTOS) recently disclosed an Other Transaction Agreement with a total potential value of up to US$446.8 million. This positions the company as prime contractor for a key U.S. Space Force ground infrastructure program. This GMI role on the Resilient Missile Warning and Tracking program ties Kratos more closely to long term national security work in space. That connection is the main reason...

IAC recently reported that over the past five years its revenue has been broadly flat while earnings per share fell around 19.1% annually, leading to value-eroding returns on capital across its portfolio of digital businesses. This pattern suggests that each dollar of sales has become less profitable despite IAC’s growth efforts, raising fresh questions about the effectiveness of its capital deployment and operating model. We’ll now examine how this continued earnings deterioration, despite...

GitLab Inc. recently released GitLab 18.11, extending its GitLab Duo Agent Platform with agentic AI for automated security remediation, CI pipeline setup, and live delivery analytics, while also introducing tighter AI cost controls through new GitLab Credits spending caps. A separate announcement revealed an expanded collaboration with Google Cloud, allowing GitLab Duo Agent Platform to run directly on Vertex AI models and count usage toward existing Google Cloud commitments, potentially...

The U.S. Securities and Exchange Commission has recently removed the $25,000 pattern day trader rule, dramatically lowering barriers to frequent trading for smaller investors and reshaping the operating landscape for platforms such as Robinhood, even as new competition emerges from Charles Schwab’s launch of spot crypto trading. This mix of looser day-trading constraints and fresh crypto rivalry highlights how Robinhood’s core strengths in retail engagement are increasingly intertwined with...

Recently, Opendoor Technologies has faced growing pressure as more would-be home sellers turn into “accidental landlords,” while the company continues to report trailing 12‑month revenue of US$4.37 billion, down from US$5.15 billion, and a net loss of about US$1.30 billion despite leadership changes and an intensified focus on artificial intelligence. These developments highlight a tension between Opendoor’s push to scale its AI‑driven iBuying model and structural market shifts that may be...

Why GameStop Is Back in Focus GameStop (GME) is back on many watchlists after a fresh bout of trading interest, putting renewed attention on how its current share price lines up with its fundamentals and recent returns. See our latest analysis for GameStop. Recent trading has been choppy, with a 2.5% one day share price decline pulling back from a 7 day share price return of 5.73% and a 90 day share price return of 16.35%. The 1 year total shareholder return of a 7.25% loss contrasts with a 3...

Qorvo overview and recent share performance Qorvo (QRVO) has drawn fresh attention after recent trading, with the share price last closing at US$81.90. The stock shows mixed returns, including gains over the past month but a negative year to date performance. See our latest analysis for Qorvo. The recent 4.8% one month share price return, alongside a 42.1% one year total shareholder return but weaker multi year outcomes, points to momentum rebuilding after a softer longer term period and...

On 6 April 2026, Broadstone Net Lease, Inc. (NYSE: BNL) was added to the S&P 600, S&P 1000, and S&P Composite 1500 indices, expanding its presence across key U.S. equity benchmarks. These simultaneous index inclusions are likely to increase BNL’s visibility with institutional investors and index-tracking funds, potentially influencing trading activity and liquidity. We’ll now examine how BNL’s broad S&P index inclusion may interact with its acquisition-led REIT model and analyst...

Why Ducommun (DCO) is on investors’ radar today Ducommun (DCO) has attracted fresh attention after recent share price moves, with the stock showing a 1 day gain of about 1% and a mixed pattern over the past week and month. See our latest analysis for Ducommun. Beyond the latest move, Ducommun’s 14.5% 1 month share price return and 42.6% year to date share price return sit alongside a 143.8% 1 year total shareholder return, indicating momentum that has been building over a longer horizon. If...

Main Street Capital recently issued first-quarter 2026 guidance, projecting net investment income of US$0.91–US$0.95 per share and distributable net investment income of US$0.98–US$1.02 per share, while also closing a US$150.0 million private placement of unsecured notes maturing in 2031 at a fixed 6.93% interest rate. The combination of detailed earnings guidance and new long-term funding adds clarity on income coverage for its growing dividend stream and reinforces balance sheet...

On 14 April 2026, Vertical Aerospace completed a historic two-way piloted transition flight with its full-scale Valo eVTOL under UK Civil Aviation Authority Design Organisation Approval oversight, successfully moving from vertical take-off to wingborne cruise and back to vertical landing in a single continuous flight. This milestone confirms the technical feasibility of electric air taxi operations on routes such as Canary Wharf–Heathrow and JFK–Manhattan, while advancing Valo into the next...

Why the Sanand OSAT launch matters for Alpha and Omega Semiconductor (AOSL) Alpha and Omega Semiconductor (AOSL) is back in focus after launching high volume production using its IPM5 process at Kaynes Semicon’s new OSAT facility in Sanand, Gujarat, a development closely tied to India’s semiconductor push. See our latest analysis for Alpha and Omega Semiconductor. The excitement around the Sanand OSAT launch comes as momentum in AOSL’s shares has been building, with a 1-month share price...