U.S. Retail Distributors Stock News

NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

A Look At Definium Therapeutics (DFTX) Valuation After Analyst Coverage And FDA Breakthrough Therapy Designation

Definium Therapeutics (DFTX) has been drawing fresh attention after Jefferies and other firms began covering the stock with favorable commentary, highlighting its late stage brain health pipeline and lead candidate DT120. See our latest analysis for Definium Therapeutics. The recent 1 month share price return of 33.65% and 90 day share price return of 51.92% suggest momentum has been building. However, the very large 3 year total shareholder return contrasts with a weaker 5 year total...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks Deepens AI Security Story With Chronosphere Observability Deal

Palo Alto Networks (NasdaqGS:PANW) has completed its acquisition of Chronosphere. The deal brings Chronosphere’s observability platform into Palo Alto Networks AI-driven cybersecurity offerings. The combined platform is aimed at real-time detection and automated response across security and IT operations. Palo Alto Networks focuses on cybersecurity products and platforms used by large enterprises, including firewalls, cloud security tools, and AI-driven threat detection. Chronosphere is...
NYSE:GE
NYSE:GEAerospace & Defense

Is It Too Late To Consider General Electric (GE) After A 52% One-Year Surge?

If you are wondering whether General Electric's share price still offers value after its run, this article walks through what the current numbers may be telling you. GE closed at US$308.71, with returns of 4.6% over the last 7 days, a 3.8% decline over the last 30 days, a 3.8% decline year to date, and gains of 52.1% over 1 year, around 4x over 3 years and more than 4x over 5 years. Recent coverage has focused on General Electric's progress as a focused industrial company and investor...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Expands Regional Clouds To Capture Regulated Growth Markets

CrowdStrike Holdings (NasdaqGS:CRWD) is expanding its Global Data Sovereignty initiative with new regional cloud deployments in Saudi Arabia, India, and the UAE. The new in country clouds are designed to support local data residency and security requirements for customers in these markets. CrowdStrike Holdings, trading at around $438.85 per share, is adding more regional cloud capacity as regulators in key markets place greater focus on data localization. For investors watching...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Is Pagaya Technologies (PGY) Still Attractive After Recent Share Price Pullback?

If you are wondering whether Pagaya Technologies at around US$19.73 is still offering value after a strong run, you are not alone. This article will focus on what the current price implies. The stock has pulled back recently, with a 7 day return of an 8.9% decline and a 30 day return of an 11.4% decline. However, the 1 year return of 108.8% and 3 year return of 32.6% show that longer term holders have seen very different outcomes. Recent attention on Pagaya has centered on how its business...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

A Look At Innovative Industrial Properties (IIPR) Valuation As Cannabis Policy Hopes And Leasing Progress Build

Recent progress on leasing activity, a firmer tenant base and approaching fourth quarter earnings has put Innovative Industrial Properties (IIPR) back in focus as investors weigh possible US cannabis policy changes and industry sentiment. See our latest analysis for Innovative Industrial Properties. Despite the recent leasing progress and speculation around cannabis rescheduling, the share price at US$48.25 reflects a softer tone, with a 30 day share price return decline of 2.47% and a 1 year...
NYSE:ARDT
NYSE:ARDTHealthcare

Did Ardent Health’s (ARDT) Receivables Accounting Lawsuit Just Recast Its Earnings Quality Story?

Bleichmar Fonti & Auld LLP has filed a securities fraud class action in the Middle District of Tennessee against Ardent Health, Inc. and certain executives, alleging misleading statements about its accounts receivable practices and reserve methodologies following revenue and liability reserve adjustments disclosed in November 2025. The complaint centers on whether Ardent Health’s use of a 180-day “cliff” for receivables and sizable hindsight-based revenue and reserve changes misled investors...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power Balances New Shares, European Project And Layoffs With Valuation Questions

Plug Power (NasdaqCM:PLUG) shareholders approved amendments to the corporate charter to increase authorized shares. The company completed a large electrolyzer installation for a European customer, adding to its green hydrogen project base. Plug Power enacted layoffs as part of efforts to address ongoing financial challenges and adjust its cost structure. Plug Power focuses on hydrogen fuel cell systems and electrolyzers that support low carbon energy applications, from material handling...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

Is It Time To Reconsider Gaming and Leisure Properties (GLPI) After A Flat Year?

If you are wondering whether Gaming and Leisure Properties is offering good value at today’s price or if you might be paying up for its casino real estate portfolio, this article walks through what the numbers are saying about the stock. The share price closed at US$44.37, with recent returns showing a 2.1% decline over 7 days, a roughly flat 0.1% decline over 30 days and year to date, and a 2.0% decline over the last year, while the 5 year return sits at 40.8%. Recent attention on Gaming...
NYSE:AGX
NYSE:AGXConstruction

Has Argan (AGX) Run Too Far After 8x Three Year Surge In Share Price?

If you are wondering whether Argan's share price still lines up with its fundamentals, the valuation story is where things start to get interesting. At a last close of US$355.77, Argan's stock has returns of 0.6% over 7 days, 9.1% over 30 days, 9.1% year to date, 168.2% over 1 year and a very large 3 year return that is a little over 8x, with a 5 year return also very large. These moves sit against a backdrop of ongoing interest in Argan as an engineering and construction contractor for...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon’s AI Pivot Tests Valuation As Public Safety Platform Expands

Axon Enterprise is expanding its AI-powered public safety platform with new AI tools aimed at automating emergency and policing workflows. The company has agreed to acquire Carbyne and Prepared to strengthen AI-enabled emergency communications and real time information sharing. These moves reflect a push to move beyond hardware into a broader software and data ecosystem for public safety agencies. Axon Enterprise, NasdaqGS:AXON, is making these product and acquisition moves while its share...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD And GIGABYTE Extend AI Partnership Into Everyday Gaming And Creation

Advanced Micro Devices (NasdaqGS:AMD) and GIGABYTE are expanding their partnership to bring on device AI features to a wider set of consumer products. The collaboration focuses on gaming and creator use cases, combining AMD hardware with customized AI software in laptops, motherboards, and gaming monitors. The new offerings aim to support AI driven performance tuning, content creation tools, and competitive gaming features across GIGABYTE’s consumer lineup. For investors watching...
NYSE:CB
NYSE:CBInsurance

Assessing Chubb (CB) Valuation After Recent Share Price Momentum And Intrinsic Value Discount

Chubb (CB) is back in focus for investors after recent share price moves, with the stock last closing at $311.25. The question now is how that price lines up with its fundamentals. See our latest analysis for Chubb. Those recent share price gains, including an 8.96% 90 day share price return, sit alongside a 1 year total shareholder return of 15.13% and a 5 year total shareholder return of 102.33%. Taken together, this suggests that momentum has been building over time. If Chubb is on your...
NasdaqGM:MRAM
NasdaqGM:MRAMSemiconductor

Assessing Everspin Technologies (MRAM) Valuation After New Patent Infringement Lawsuit News

Everspin Technologies (MRAM) is drawing fresh attention after Avalanche Technology filed a patent infringement lawsuit and a related US International Trade Commission complaint focused on Everspin’s Spin-transfer Torque MRAM product line. See our latest analysis for Everspin Technologies. The lawsuit arrives at a time when Everspin’s share price has shown strong momentum, with a 30 day share price return of 31.61% and a year to date share price return of 31.61%, while the 1 year total...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

Acadia Healthcare Leadership Reset And Activist Pressure Refocus Investor Attention

Acadia Healthcare Company reappointed Debra K. Osteen as Chief Executive Officer and board director after the departure of Christopher H. Hunter. Activist investor Engine Capital is urging the company to consider a review of options, including a potential sale or aggressive share buybacks. The leadership change and investor pressure come as the company trades at a share price of $13.21 under the ticker NasdaqGS:ACHC. For investors watching NasdaqGS:ACHC, this leadership reset lands at a...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron Expands Taiwan And Singapore Fabs To Capture AI Memory Demand

Micron Technology (NasdaqGS:MU) has signed a letter of intent to acquire a chip fabrication plant in Taiwan to support high bandwidth memory supply for AI. The company has started construction on a new advanced wafer fabrication facility in Singapore with an investment of about US$24b. Both projects are aimed at addressing tight supply conditions in high bandwidth memory and NAND products used in AI and data centric applications. For you as an investor, this highlights how Micron is...
NYSE:FLOC
NYSE:FLOCEnergy Services

A Look At Flowco Holdings (FLOC) Valuation After Recent Share Price Strength

Event context and why Flowco is on the radar Flowco Holdings (FLOC) has been drawing attention after recent share price moves, with the stock last closing at $21.16 and posting a month and past 3 months return that stands out in its recent history. See our latest analysis for Flowco Holdings. Recent trading has been strong in the short term, with a 30 day share price return of 11.25% and a 90 day share price return of 31.51%, although the 1 year total shareholder return of 24.56% decline...
NYSE:TROX
NYSE:TROXChemicals

Will Fuzhou TiO2 Shutdown And New Guidance Change Tronox Holdings' (TROX) Cost Efficiency Narrative?

Tronox Holdings plc recently issued fourth-quarter 2025 guidance, projecting US$730 million in revenue, and announced the permanent closure of its 46,000-metric-ton-per-year TiO2 plant in Fuzhou, China due to weak domestic demand and rising sulfur costs. The company expects to incur US$60–80 million in restructuring and related charges but targets annual cost savings exceeding US$15 million while maintaining its ability to serve customers through its broader global manufacturing...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

Is AXT’s New Independent Audit Chair a Turning Point for AXTI’s Governance and AI Ambitions?

In January 2026, AXT, Inc. announced that its board had determined Leonard J. LeBlanc to be independent under Nasdaq rules and appointed him Chair of the Audit Committee, with former chair Jesse Chen remaining as a committee member. This governance shift comes as AXT’s role as a key Indium Phosphide wafer supplier to AI-driven data centers has drawn heightened investor attention. Against this backdrop, we’ll examine how Mr. LeBlanc’s move to independent Audit Committee Chair influences AXT’s...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia Reassesses OpenAI Stake While Deepening AI Infrastructure Partnerships

Nvidia's widely discussed plan to invest up to US$100b in OpenAI has stalled, with the commitment never fully finalized. Internal concerns at Nvidia reportedly centered on deal structure and business discipline at OpenAI. The company is moving ahead with a US$2b investment in AI cloud provider CoreWeave to deepen its role in AI infrastructure. Nvidia has also released open AI models focused on weather and climate forecasting, targeting high impact scientific use cases. Nvidia, traded as...
NYSE:MS
NYSE:MSCapital Markets

Is Morgan Stanley (MS) Still Attractive After Strong Five Year Share Price Performance

If you are wondering whether Morgan Stanley's recent share price puts it at a premium or still leaves some value on the table, this article is for you. The stock most recently closed at US$185.10, with returns of 1.8% over 7 days, 1.8% over 30 days, 1.8% year to date, 38.6% over 1 year, 106.6% over 3 years and 192.6% over 5 years. Recent coverage of large U.S. financial institutions has focused on how capital markets activity, trading volumes and wealth management trends are influencing...
NYSE:UBER
NYSE:UBERTransportation

Uber Tax Claim And Macau Launch Reframe Growth And Valuation Story

Uber Technologies (NYSE:UBER) has received a €1.7b payroll tax demand from French authorities related to alleged misclassification of drivers. The French tax claim centers on whether drivers should have been treated as employees for payroll tax purposes over prior periods. At the same time, Uber is launching its ride hailing service in Macau, marking its first entry into a new Asian market in several years. These developments come as Uber shares last closed at $80.84, with a 20.1% return...