U.S. Software Stock News

In early July 2026, Cloudflare announced new AI-focused classifications, analytics, and Pay Per Use monetization tools, alongside partnerships with Ceramic.ai, You.com, and beehiiv to give publishers control over AI crawling and compensation when their content powers AI results. By pairing AI Crawl Control with its new Attribution Business Insights dashboard and payment rails, Cloudflare is positioning itself as a measurement and transaction layer between content owners and AI agents,...

With inflation, interest rates and geopolitics all pulling at markets, many investors are looking for companies where management has real skin in the game and growth expectations are still optimistic. The Fast Growing Stocks With High Insider Ownership screener focuses on exactly that combination, highlighting businesses where insiders are heavily invested alongside you and analysts see room for further expansion. This article walks through three notable stocks from that screener, showing how...

Tariff shocks are back on the table, and this time the proposals reach across 60 economies, from key allies to major trade partners like China and India. For US transportation and logistics stocks, higher trade barriers can reshuffle supply chains, alter freight volumes, and change where value is created. That can create fresh pressure for some companies and new openings for others. This article looks at 3 stocks from a US Transportation and Logistics Companies screener that appear positioned...

Dish Wireless has filed for Chapter 11 bankruptcy, reducing a direct rival in the U.S. wireless market. T-Mobile US plans to shut down its legacy 2G GSM network after 35 years of operation. These developments could affect T-Mobile's pricing power, customer mix, and network modernization timeline. T-Mobile US (NasdaqGS:TMUS) is seeing its competitive position reshaped just as its stock trades at $181.79. The company has posted a gain of 4.5% over the past week and 2.1% over the past month,...

Salesforce is integrating its Informatica acquisition into its Data 360 and Agentforce platforms to deepen AI-driven data and workflow capabilities. The company is committing $1b to AI investment in Switzerland, targeting agentic AI development and a stronger European footprint. Salesforce, listed as NYSE:CRM, is reshaping its AI and data stack around Informatica while also stepping up its presence in Europe. The stock closed at $165.65, with the share price down 10.8% over the past month...

In June 2026, J&J Snack Foods Corp. was moved out of several Russell growth benchmarks and added to multiple Russell value-oriented indices, including the Russell 2000 Value, Russell 2500 Value, and Russell 3000 Value benchmarks. This shift from growth to value classifications changes how index funds and style-focused investors may view J&J Snack Foods within their portfolios. Next, we’ll examine how J&J Snack Foods’ reclassification into value-focused Russell indices could influence its...

In late June 2026, Quantum Computing Inc. obtained shareholder approval to amend its Certificate of Incorporation, lifting authorized common stock to 450,000,000 shares and total authorized capital to 460,000,000 shares, while also securing inclusion in several Russell value indexes. These moves both expand Quantum Computing Inc.’s financing flexibility and place it in front of a broader base of institutional investors tracking Russell value benchmarks. We’ll now examine how Quantum...

American Express is introducing exclusive premium cardholder lounges at major sports and music venues, alongside similar moves from Chase. The lounges are designed to provide high-end cardholders with on-site perks that go beyond traditional rewards points and cash back. This development targets loyalty and differentiation in the premium credit card segment, directly tied to cardholder lifestyle and experience. American Express (NYSE:AXP), with a recent share price of $356.03, is adding...

In June 2026, BXP, Inc. announced a long-term lease with Boston Dynamics, Inc. for about 320,000 square feet at Reservoir Place in Waltham, Massachusetts, where the tenant plans to invest US$100 million to build a consolidated robotics and AI center. This agreement not only anchors one of Greater Boston’s largest innovation-focused office deals this year, but also deepens BXP’s exposure to technology-led tenants across its Urban Edge campus and broader innovation-oriented portfolio. We’ll...

Shopify’s valuation picture has become more finely balanced, with the stock up 94.1% over the past three years, while the Discounted Cash Flow (DCF) intrinsic value estimate now lines up close to the current share price and earnings multiples screen as expensive. Shopify’s 94.1% three year return signals that a large part of the story is already reflected in the share price, so fresh upside may need stronger fundamentals to support it. Expectations around continued revenue growth supported...

On 27 June 2026, Helmerich & Payne, Inc. (NYSE: HP) was added to several Russell growth benchmarks, including the Russell 2000, 2500, 3000, 3000E and Small Cap Comp Growth indices, marking a shift in how the company is classified in key equity indices. This broad inclusion across Russell growth indices may expand Helmerich & Payne’s exposure to index-tracking funds and growth-oriented investors, potentially affecting liquidity and how the market frames its business profile. Next, we’ll...

Bitmine Immersion Technologies (BMNR) has been added to multiple Russell equity indexes, including the Russell 1000 and Russell 3000. This change could influence how large institutions track and access the stock. See our latest analysis for Bitmine Immersion Technologies. The latest Russell index additions and Ethereum disclosures have coincided with a sharp rebound in Bitmine Immersion Technologies' 1-day and 7-day share price returns. However, its year to date share price return and 1-year...

Capricor Therapeutics recently reported positive long-term data for its Duchenne muscular dystrophy cell therapy Deramiocel and disclosed that an FDA advisory committee will review its Biologics License Application on July 29, 2026. At the same time, Capricor was removed from several Russell indexes, highlighting a contrast between encouraging clinical and regulatory progress and reduced index inclusion. We’ll now examine how the upcoming FDA advisory committee review for Deramiocel reshapes...

Sandisk (NasdaqGS:SNDK) has been hit by a sharp multi day selloff alongside memory and semiconductor stocks. The share price has fallen about 25% from recent highs, including a decline of 14.9% over the past week. The move follows sector wide profit taking and news that competitors are planning to expand memory supply. Sandisk comes into this pullback after an exceptional run, with the stock up 11.9% over the past month and more than 7x year to date, closing at $1,744.43. The current drop...

CME Group stock has delivered a strong 47.2% return over the past three years, yet its current checks paint a more balanced picture, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while traditional earnings multiples lean on the expensive side. Over the past three years, CME Group has returned 47.2%, which puts recent share price weakness in the context of a longer period of solid gains. New product launches such as Single Stock and Beef...

Lockheed Martin stock has delivered a 62.4% return over the past five years, and at a last close of US$538 the valuation checks now suggest the market price is below an updated intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. A 62.4% five year return signals investors have already been rewarded, so the key issue is whether the current price still leaves a margin against estimated intrinsic value. Recent large missile and defense contract wins, alongside integration...

Garrett Motion (GTX) has been removed from both the Russell 2000 Value Defensive Index and the Russell 2000 Defensive Index, a shift that can influence passive fund demand and short term investor attention. See our latest analysis for Garrett Motion. Despite the index removals, Garrett Motion’s share price has climbed to US$33.19, with a 90 day share price return of 83.37% and a 1 year total shareholder return of 202.97%. This points to strong momentum that contrasts with the recent one week...

Index additions and dividend decision put Millrose Properties in focus Millrose Properties (MRP) has drawn fresh attention after being added to the Russell 1000 Defensive Index and Russell 1000 Value-Defensive Index, alongside a recently declared quarterly cash dividend. See our latest analysis for Millrose Properties. The recent dividend declaration and index inclusions have come as Millrose Properties’ share price has eased in the short term, with the 7 day share price return down 7.53% and...

Amer Sports, Inc. (NYSE:AS) was recently added to multiple Russell growth indices, including the Russell Midcap Growth, Russell 1000 Growth, Russell 2500 Growth, Russell Small Cap Comp Growth, Russell 3000E Growth, and Russell 3000 Growth benchmarks. This broad inclusion across the Russell growth family could increase index-linked ownership and visibility for Amer Sports among growth-focused institutional investors. Now we’ll explore how Amer Sports’ broad inclusion in Russell growth indices...

Moog (MOG.A) has drawn fresh attention after electing Carl R. Christenson as a Class A director. The move expands its board to ten members and adds extensive industrial and public company governance experience. See our latest analysis for Moog. Moog's latest board change comes at a time when momentum in the stock has been strong. A 30 day share price return of 15.26% has contributed to a 69.87% year to date share price return and a 1 year total shareholder return of 134.96%. This points to...

TMC the metals (TMC) has drawn fresh investor attention after recent share price swings, with the stock down 17.2% over the past month and 3.9% over the past 3 months. See our latest analysis for TMC the metals. Looking beyond the recent pullback, TMC the metals has seen its share price return fall 37.5% year to date, while the 3 year total shareholder return of 53.1% points to a much stronger earlier period and fading momentum recently. If recent swings in TMC the metals have you thinking...

Interest in TOYO (NasdaqCM:TOYO) has picked up after the stock was added to multiple Russell indexes, followed closely by the appointment of veteran finance executive Yasunari Harada as Chief Financial Officer and director. See our latest analysis for TOYO. Those index inclusions and the CFO change have arrived after a volatile stretch, with TOYO’s 30 day share price return down 57.3% and its 1 year total shareholder return at 86.94%, suggesting near term momentum has cooled while longer term...

PPG Industries (PPG) is back in focus after receiving a 2026 Green Chemistry Challenge Award for its biocide free PPG SIGMAGLIDE 2390 marine coating, highlighting the stock’s link to sustainability themed demand. See our latest analysis for PPG Industries. At a share price of $124.04, PPG Industries has seen firm momentum in recent months, with a 30 day share price return of 9.0% and a 90 day share price return of 21.32%. However, the 3 year total shareholder return is down 10.18% and the 5...

AT&T (T) is back in focus after a 5G trial with Ericsson and MediaTek showed shorter data interruptions for moving devices, along with renewed attention on its Build-A-Plan converged connectivity offering. See our latest analysis for AT&T. Despite the attention on AT&T's 5G trials and converged connectivity push, recent share price momentum has been weak, with a 30 day share price return down 9.54% and a 90 day share price return down 26.60%. Even so, the 3 year total shareholder return of...