U.S. Retail Distributors Stock News

Cleveland Cliffs (CLF) just posted its FY 2025 numbers with Q3 revenue of US$4.7b and a basic EPS loss of US$0.50, alongside trailing twelve month revenue of US$18.6b and a basic EPS loss of US$3.40. Over recent quarters the company has seen revenue move between US$4.3b and US$5.2b while basic EPS has ranged from a small loss of roughly US$0.00 to a loss of US$1.00 per quarter, setting a mixed backdrop for how you read this latest print. With the shares at US$12.31, investors are likely to...

NXP Semiconductors (NXPI) is back in focus after its Q4 2025 results exceeded market expectations and management issued first quarter 2026 guidance that points to ongoing momentum in automotive, industrial, and IoT demand. See our latest analysis for NXP Semiconductors. At a latest share price of $228.91, NXP Semiconductors has a 90 day share price return of 12.84% and a 1 year total shareholder return of 11.03%. This suggests recent momentum has picked up after a softer 30 day patch, with...

Sphere Entertainment: recent performance in focus Sphere Entertainment (SPHR) has drawn investor attention after a strong past 3 months, with the stock showing a 21.5% total return while the company continues to report a net loss of $270.06 million. See our latest analysis for Sphere Entertainment. At a share price of $94.92, Sphere Entertainment’s 90 day share price return of 21.51% sits alongside a 1 year total shareholder return of 98.91%. This points to strong recent momentum after a...

In early February 2026, Pfizer reported mixed 2025 financial results, reaffirmed 2026 revenue guidance, highlighted progress in its GLP-1 obesity pipeline, secured FDA Priority Review to expand HYMPAVZI’s hemophilia indication, and joined the TrumpRx drug pricing platform with discounted access to more than 30 medicines. Together, these developments underscore how Pfizer is trying to offset patent expiries and waning COVID-19 revenues by building new specialty and obesity franchises while...

Dynatrace (DT) just posted its Q3 2026 scorecard with recent quarterly revenue running at about $493.8 million and Basic EPS of roughly $0.19, set against a trailing 12 month picture that includes Basic EPS of $1.69 and revenue of about $1.9 billion, plus earnings growth in the dataset of 210.1% over the past year. The company has seen revenue move from $399.2 million in Q1 2025 to $493.8 million in Q2 2026 and quarterly Basic EPS shift from $0.13 to $0.19 over the same period. Year long...

Waters (WAT) FY 2025 earnings snapshot Waters (WAT) reported Q3 FY 2025 revenue of US$799.9 million and basic EPS of US$2.50, with trailing 12 month EPS of US$10.91 on revenue of about US$3.1 billion. The company’s quarterly revenue rose from US$708.5 million in Q2 2024 to US$771.3 million in Q2 2025, and then to US$799.9 million in Q3 2025. Over the same periods, basic EPS moved from US$2.41 to US$2.47 and then to US$2.50, highlighting a story focused on consistent earnings and resilient...

Western Digital (NasdaqGS:WDC) unveiled a new technology roadmap centered on AI-focused storage at its recent Innovation Day. The company plans to introduce 40TB UltraSMR hard drives designed for high-capacity workloads. It outlined architectural changes aimed at roughly doubling HDD bandwidth and performance. Western Digital also announced an intelligent software platform targeted at mid-scale customers managing AI and cloud data growth. Western Digital, a major player in hard drives and...

This article examines whether Medline, at around US$47.37, is trading at fair value or something more compelling, and explores what the current price might be indicating. Over shorter time frames, the stock has returned 5.2% over the last week, 16.9% over the last 30 days and 16.6% year to date. These moves may have drawn the attention of investors who follow momentum and shifts in risk sentiment. Recent news about Medline has focused on its position in the healthcare space and how investors...

Wondering if Banc of California at around US$20.85 is giving you real value or just noise in the banking sector? This article is going to unpack what that price might actually mean for you. The stock has returned 4.4% over the last 7 days, 3.9% over the last 30 days, 7.2% year to date and 31.4% over the past year, which has put it on more investors' radars. Recent coverage around Banc of California has focused on how investors are reassessing regional bank risks and opportunities in the US...

In early February 2026, Hims & Hers Health launched and then quickly halted access to a low-cost compounded semaglutide weight loss pill after intense regulatory scrutiny, an FDA crackdown on compounded GLP-1 drugs, and a patent infringement lawsuit from Novo Nordisk. This brief product rollout and reversal has spotlighted legal, regulatory, and safety questions around Hims & Hers’ broader GLP-1 offering and its model of marketing compounded medications at sharply lower prices than branded...

Trigger and recent performance snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) has attracted fresh attention after a period of strong share price movement, with the stock showing double digit returns over the past month and over the past 3 months. Investors considering that performance may also note annual revenue of US$3.81b and net income of US$1.72b, alongside a value score of 3 that can support basic screening approaches. See our latest analysis for Taiwan Semiconductor...

TG Therapeutics (TGTX) has been in focus after presenting new BRIUMVI data for relapsing multiple sclerosis at the ACTRIMS forum and launching a national MS awareness campaign with actress Christina Applegate. See our latest analysis for TG Therapeutics. At a share price of US$29.58, TG Therapeutics has seen recent momentum pick up, with a 1 month share price return of 3.9% following BRIUMVI data updates and the Christina Applegate MS awareness campaign. This compares with a 1 year total...

GXO Logistics (GXO) is back on investor radars after renewing and expanding its UK contract with BAE Systems. The six year deal extends a shipbuilding logistics partnership now entering its third decade. See our latest analysis for GXO Logistics. The contract wins with BAE Systems and London Luton Airport have coincided with a 12.49% 90 day share price return and a 36.81% total shareholder return over the past year, suggesting momentum has picked up recently from both short and longer term...

Vertiv Holdings Co. (NYSE:VRT) announced a US$1b accretive acquisition aimed at expanding its service offerings. The deal is intended to strengthen Vertiv's position as a provider of AI infrastructure solutions for data centers. Management framed the transaction as a material step to address multi year demand tied to AI driven workloads. Vertiv focuses on critical digital infrastructure and services for data centers, communication networks, and industrial facilities, and the new acquisition...

Deckers Outdoor recently reported third-quarter results for the period ended December 31, 2025, with higher year-on-year sales and net income, updated full-year guidance for net sales of US$5.40 billion to US$5.43 billion and diluted EPS of US$6.80 to US$6.85, alongside continued execution of its long-running share repurchase program. At the same time, its HOKA division expanded its performance running portfolio with the launch of the Cielo X1 3.0 racing shoe and Speedgoat 7 trail shoe,...

Cape Town has proposed more than doubling municipal rates on short term rental properties, directly affecting Airbnb hosts and similar platforms. The measure targets properties used for short stays, which are often listed on Airbnb, and could significantly raise operating costs for hosts in the city. This move adds a fresh regulatory consideration for Airbnb’s presence in a key international tourism market. For investors watching Airbnb, listed as NasdaqGS:ABNB, this development comes as...

Teradyne (TER) is back in focus after fourth quarter 2025 earnings and guidance surprised to the upside, with AI related demand in compute and memory driving semiconductor test strength and with positive expectations for early 2026. See our latest analysis for Teradyne. The upbeat Q4 and guidance have arrived after a powerful run in the shares, with the 30 day share price return of 38.13% and 90 day gain of 69.33% feeding into a 1 year total shareholder return of 164.26%. This suggests that...

Alibaba's Qwen AI chatbot paused a Spring Festival promotional coupon campaign after demand surged beyond expectations. The suspension highlights strong user interest in Qwen as a shopping assistant and pressure on Alibaba's AI infrastructure during peak traffic. The move comes as Alibaba Group Holding, NYSE:BABA, pushes deeper into AI powered consumer tools across its platforms. For investors watching Alibaba Group Holding, NYSE:BABA, the Qwen coupon pause puts a spotlight on how quickly...

Why Brookfield Business Partners Stock Is Back on Investors’ Radar Brookfield Business Partners (NYSE:BBU) just paired its 2025 earnings release with a fresh share buyback update and an affirmed dividend plan tied to its upcoming corporate reorganization, drawing fresh attention from income focused investors. See our latest analysis for Brookfield Business Partners. The confirmed dividend, completed 1% share buyback and narrowing annual net loss have arrived alongside stronger trading...

Apple (NasdaqGS:AAPL) has selected JPMorgan Chase as the new issuer for Apple Card, ending its previous partnership with Goldman Sachs and affecting over 12 million cardholders. The company has outlined a commitment of more than US$500b to U.S. operations, including manufacturing, data centers, and clean energy projects. Apple is planning a tightly sequenced 2026 hardware cycle with new iPhone and Mac launches, paired with upcoming Apple Intelligence features and an expanded partnership with...

The Trade Desk appointed Tahnil Davis as Interim CFO following the unexpected departure of Alexander Kayyal. At the same time, the company expanded its OpenPath partnership to include Xumo, widening direct access to premium streaming inventory. The shares of NasdaqGM:TTD last closed at $27.04. For investors watching NasdaqGM:TTD, these updates affect both management stability and product reach. The company has reported a 27.5% decline over the past month and a 77.9% decline over the past...

Roblox (NYSE:RBLX) reported strong fourth quarter results, highlighting solid bookings and active user metrics. The company introduced facial age estimation and more than 145 new safety initiatives across its platform. Management emphasized a focus on leading online safety standards for both younger users and a growing adult audience. Roblox runs a global 3D social and gaming platform where users create, share, and play content built by the community. The latest safety updates sit alongside...

In early February 2026, Johnson & Johnson reported encouraging pilot-phase and real-world clinical data for its investigational OMNYPULSE and established VARIPULSE atrial fibrillation platforms at the AF Symposium in Boston, alongside new oncology and multiple myeloma updates and a recent U.S. FDA approval for DARZALEX FASPRO in newly diagnosed, transplant-ineligible multiple myeloma patients. Together with strong recent earnings, an ambitious plan to invest US$55.00 billion in U.S...

PVH Corp. recently announced a collaboration with OpenAI to co-create custom AI tools across Calvin Klein, Tommy Hilfiger and its broader operating model, and earlier affirmed a quarterly cash dividend of US$0.0375 per share payable on March 25, 2026 to shareholders of record on March 4, 2026. The AI partnership is designed to embed advanced analytics into product design, demand planning, inventory optimization and consumer engagement, potentially reshaping how PVH runs its core fashion and...