U.S. Retail Distributors Stock News

Assessing C3.ai stock after a difficult year C3.ai (AI) has quietly slipped to around 14 dollars after a rough year for shareholders, with the stock down about 60% year to date and over 60% in the past year. See our latest analysis for C3.ai. The latest close at 13.82 dollars caps a tough stretch, with a steep year to date share price return and a similarly weak one year total shareholder return, even though the three year total shareholder return is still positive. This suggests earlier...

How Has AT&T Stock Actually Performed? Once you get past the dividend headline, AT&T's share price performance paints a more nuanced picture than many investors expect. While it has lagged some high growth tech names, the long term numbers still matter for anyone weighing income against capital appreciation. Over the last year, the stock is up 12.3%, which is a solid positive turn for a mature telecom name. Year to date returns sit at 6.3%, suggesting that, despite recent volatility, the...

Vertiv Holdings Co (VRT) just added another proof point to its AI data center story, closing the PurgeRite acquisition, deepening a high profile Hut 8 and Jacobs collaboration, and backing it with a higher dividend. See our latest analysis for Vertiv Holdings Co. Despite a sharp 7 day share price return of negative 13.6 percent and a softer 30 day share price return of negative 6.4 percent, Vertiv still has a robust year to date share price return of about 30 percent and a 3 year total...

Recent commentary on Crown Holdings (CCK) has focused on two years of weak constant currency revenue growth, putting a spotlight on demand headwinds, pricing power, and how durable its packaging franchise really is. See our latest analysis for Crown Holdings. Even with those demand headwinds, investors have bid Crown’s shares up to about $102.53. A robust year to date share price return of 26.25 percent suggests momentum is quietly rebuilding despite only modest growth expectations. If you...

ACI Worldwide (ACIW) just landed two fresh deal wins, with BanKo in the Philippines upgrading its core payments infrastructure and LLP Exotic Auto Finance adopting ACI Speedpay to streamline luxury auto finance payments and digital wallet experiences. See our latest analysis for ACI Worldwide. These wins come as ACI Worldwide’s share price sits around $48.20, with recent strength reflected in a positive 1 month and 1 week share price return. Its year to date performance remains weaker, while...

Appian (APPN) has been grinding sideways after a mixed stretch, with gains over the past 3 months but a slide this month. That uneven path sets up an interesting risk reward profile. See our latest analysis for Appian. Zooming out, Appian’s roughly 11 percent year to date share price return, alongside a softer recent pullback, suggests momentum has cooled a bit after a stronger 90 day run. Multi year total shareholder returns remain mixed. If this kind of choppy software story has your...

In December 2025, Agility Robotics announced a commercial agreement to deploy its Digit humanoid robots in MercadoLibre’s San Antonio, Texas facility, initially handling commerce-fulfillment tasks while the companies explore broader applications across Latin American warehouses to improve safety and productivity. The partnership highlights how AI-powered humanoid robots could help MercadoLibre address hard-to-fill, repetitive logistics roles, potentially easing labor constraints while...

An unusual mix of headlines has suddenly put EOG Resources (EOG) back on many watchlists, with an Ohio well pad explosion, fresh board and financing moves, and 2026 growth plans all converging. See our latest analysis for EOG Resources. The Ohio incident, bigger credit facility, and fresh board appointment are all landing while EOG’s share price has slid to recent lows, with a roughly 18 percent year to date share price decline but a five year total shareholder return still strongly positive...

Earlier this week, Jefferies analyst Jonathan Petersen reaffirmed his positive rating on Welltower, citing its expanding senior housing footprint and strong recent revenue growth driven by residential fees, services, and rental income. The analyst’s track record and the backdrop of a growing senior housing market have focused attention on how Welltower might benefit from aging baby boomers and rising demand for wellness-focused real estate. Next, we’ll explore how this renewed analyst...

Science Applications International (SAIC) just named Ravi Dankanikote as Chief Growth Officer, a move that puts its expansion strategy front and center for investors watching how the GovCon specialist plans its next leg of growth. See our latest analysis for Science Applications International. The timing of Dankanikote’s return comes as SAIC’s share price has climbed 15.47% over the last month, even though its year to date share price return is still negative and the 1 year total shareholder...

If you are wondering whether Molina Healthcare is quietly turning into a value opportunity after a rough stretch, this breakdown will help you decide if the stock now offers more upside than its recent history suggests. The share price has bounced about 15.3% over the last month, although it is still down sharply at around 44.5% over the past year and more than 50% over three years. That combination often signals shifting expectations around risk and recovery potential. That recent move has...

A. O. Smith (AOS) has quietly climbed about 8% over the past month even as the broader industrials space has wobbled, prompting investors to revisit whether this water heating specialist still offers value. See our latest analysis for A. O. Smith. That recent 1 month share price return of roughly 7.5% looks more like a bounce within a choppy year, where a modest year to date share price gain and solid three and five year total shareholder returns suggest steady, not explosive, momentum. If...

Chipotle Mexican Grill recently launched its first-ever High Protein Menu across the U.S. and Canada, adding items like Double High Protein Bowls and low-priced High Protein Cups designed to capture growing demand for protein-focused, “clean label” fast-casual meals. This move highlights how Chipotle is using menu innovation and new lower-ticket options to respond to softer traffic trends and more price-conscious consumers. Now, we’ll explore how Chipotle’s new high-protein lineup could...

Gloo Holdings (GLOO) just posted its Q3 2026 numbers, with revenue of about $32.6 million, basic EPS of roughly -$4.59, and trailing 12 month revenue sitting near $67.5 million alongside a TTM EPS of about -$7.28. The company has seen quarterly revenue move from roughly $6.1 million in Q3 2025 to $32.6 million in Q3 2026, while quarterly EPS went from around -$1.75 to -$4.59. This sets the stage for a growth heavy story that still comes with meaningfully negative margins for shareholders to...

Wondering if Cummins at around $501 a share is still a smart buy or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. Despite a recent 4.2% pullback over the last week, the stock is still up 7.9% over the past month, 44.2% year to date, and an impressive 46.3% over the last year, with multi year returns well into triple digits. Those moves have come as investors focus on Cummins long term positioning in engines, power systems,...

In recent days, Google’s trial of a home sales listings feature heightened concerns about stronger competition for Rocket Companies’ Redfin-powered online real estate platform, against a backdrop of softening U.S. housing demand with pending home sales down and mortgage rates holding above 6%. These developments spotlight how powerful technology platforms can quickly reshape the landscape for integrated home search, brokerage, and mortgage services that Rocket has been building. We’ll now...

Earlier this week, investors reacted to McKesson’s upcoming earnings report, with consensus expecting a 14.45% rise in EPS and a 10.88% increase in quarterly revenue versus a year ago, while analysts reiterated a hold stance and signaled a favorable profitability outlook through recent estimate revisions. The interesting angle is that this improved earnings outlook supported investor interest even as the broader market weakened, suggesting McKesson’s profit trajectory is currently being...

If you are wondering whether Duke Energy is still a solid utility at a fair price or if the market has quietly bid it up too far, you are not alone. That is exactly what we are going to unpack here. The stock is up 13.7% over the last year and 29.8% over three years, even after a recent 5.1% pullback over the last month, which comes on top of a 9.0% gain year to date. Recently, investors have been reacting to a mix of regulatory updates, large scale grid modernization plans and ongoing...

Gilead Sciences recently reported that its Phase 3 ARTISTRY-2 trial showed a once-daily bictegravir/lenacapavir pill matched Biktarvy in maintaining HIV viral suppression at Week 48 with no new safety concerns. Alongside these lenacapavir data, the promotion of long-time Gilead lawyer Keeley Wettan to Executive Vice President, General Counsel, Legal & Compliance underscores how central this medicine has become to the company’s portfolio and governance priorities. We’ll now explore how these...

In recent days, Microsoft has expanded its global AI and cloud footprint, including a US$17.50 billion commitment in India, multi‑billion investments in Canada, and new alliances ranging from Cognizant’s multi-year AI partnership to community solar projects in Illinois and healthcare integrations with Microsoft Dragon Copilot. Together, these moves highlight how Microsoft is pairing large-scale infrastructure spending with ecosystem partnerships that embed Copilot and Azure AI deeply into...

Brightstar Lottery (NYSE:BRSL) just landed a 19 year deal to run Lotterywest’s new central gaming and digital platforms in Western Australia, a long runway that reframes the stock’s growth visibility. See our latest analysis for Brightstar Lottery. The Lotterywest win and the recent Cash Pop rollout in Pennsylvania have helped the mood around Brightstar, with the 1 day share price return of 2.65 percent standing out against a negative year to date share price return and an 18.95 percent 1...

AutoZone (AZO) just delivered quarterly results that frustrated some investors, with earnings per share missing expectations even as sales landed roughly where Wall Street had penciled them in. See our latest analysis for AutoZone. The mixed quarter has landed against a tricky backdrop, with the share price down roughly 10 percent over the past month and about 17 percent over the last quarter, yet still showing a positive year to date share price return and a solid multi year total...

Wondering if Public Service Enterprise Group is quietly trading at a bargain or already priced for perfection? You are not alone, and that is exactly what we are going to unpack here. The stock is sitting around $80.65, up 2.1% over the last week but still down 2.1% over 30 days and 5.2% year to date, while longer term holders are looking at gains of 48.4% over 3 years and 66.9% over 5 years. Recent moves have been shaped by a steady drumbeat of policy, regulatory, and grid investment...

Madison Square Garden Entertainment announced that Radio City Music Hall’s new Sphere Immersive Sound system, first used in the 2025 Christmas Spectacular, will power a one-night-only New York Philharmonic concert at the venue on January 25, with tickets starting at US$99 including US$24 in service charges. This pairing of cutting-edge immersive audio with a marquee cultural institution underscores MSG Entertainment’s push to differentiate its venues through technology-enhanced live...