U.S. Software Stock News

Apple (NasdaqGS:AAPL) is lobbying the U.S. government for approval to buy memory chips from Chinese supplier ChangXin Memory Technologies (CXMT), which is currently blacklisted. The effort comes as Apple faces severe memory chip shortages and higher costs linked to the global buildout of AI infrastructure. This follows recent price increases across Apple’s Mac, iPad, and home device lineups as the company works to manage component costs. The request places Apple at the center of U.S. China...

PC Connection (CNXN) has drawn investor attention after its recent share performance, with the stock last closing at $71.42. The company has a market value of around $1.79 billion in the US IT solutions space. See our latest analysis for PC Connection. Recent trading has added to PC Connection's upward trend, with a 6.6% 1 month share price return and a 24.99% 3 month share price return, while the 3 year total shareholder return of 62.27% points to a strong longer term record. If you are...

Alphabet (NasdaqGS:GOOGL) is seeing a cluster of senior AI researchers and engineers depart from its Gemini and DeepMind teams. Several of these employees have moved to rivals OpenAI and Anthropic, which are building competing generative AI models. The exits come as competition in generative AI intensifies and as Anthropic advances toward a potential IPO. Alphabet remains best known for Google Search, YouTube and its broad digital advertising and cloud businesses, but AI research has become...

On 24 June 2026, Samsara Inc. launched a suite of AI-driven products including a 360-degree equipment camera, enhanced multicam safety features, two-way dash cam voice, the Bluetooth-based Samsara Tracking Label, and a no-code Agent Studio to automate workflows across fleets and supply chains. Together, these launches extend Samsara’s connected operations cloud deeper into real-time visibility and automation, potentially increasing its relevance in safety-critical fleet management and...

In June 2026, Velocity Network (VNET Fiber) said it is expanding its use of Calix’s AI-native Calix One platform by adding Agent Workforce Cloud and SmartMDU, while Calix also rolled out new SmartMDU capabilities such as granular user management, resident Wi‑Fi suspension, and QR code-based self-service activation for multi-dwelling units. These moves highlight how service providers are leaning on Calix’s cloud software to cut operating costs, tighten payment compliance, and standardize...

If you are trying to work out whether EchoStar stock still offers value after a strong run, the current setup makes it an interesting case to examine closely. The share price closed at US$97.30, with the stock down 10.9% over the last week and 20.5% over the last month, while still showing a 237.7% return over the past year and a 461.1% return over three years. These sharp moves follow a period where EchoStar has been attracting more attention from investors and commentators. Recent coverage...

In recent commentary, investors were reminded that Mid-America Apartment Communities has delivered a roughly 4.6% dividend yield with a 27-year record of maintaining payouts, supported by a healthy FFO payout ratio, resilient occupancy, and low-cost, long-duration debt. This emphasis on dividend durability and balance sheet strength highlights how MAA’s Sun Belt-focused portfolio and disciplined capital structure underpin consistent income for shareholders even during economic stress...

Hellcat launch puts Red Cat Holdings stock in focus Red Cat Holdings (RCAT) has introduced Hellcat, a dual use small unmanned aircraft system built on its Black Widow platform, unveiling the system alongside defense and government buyers at Eurosatory 2026. The launch emphasizes modular open architecture, GPS denied operation from power on, and field repairability, positioning Hellcat as part of a broader Red Cat Family of Systems aimed at a range of defense and national security...

BXP, Inc. recently announced a long-term lease with Boston Dynamics, Inc. for approximately 320,000 square feet at Reservoir Place in Waltham, Massachusetts, where Boston Dynamics plans to invest about US$100 million to create a consolidated robotics and AI center by 2033. This agreement further anchors BXP’s Urban Edge campus as a hub for technology and innovation tenants, highlighting ongoing demand for collaborative, innovation-focused workplaces in Greater Boston. Next, we’ll examine how...

On June 16, 2026, Dorman Products issued US$450,000,000 of 6.250% senior notes due 2034 and amended its credit agreement, replacing its prior revolving credit facility with a new US$800,000,000 facility maturing in 2031 while repaying existing term loans. This refinancing reshapes Dorman’s capital structure by extending debt maturities and shifting more of its borrowings into unsecured bonds while keeping substantial secured revolving capacity in place. We’ll now examine how this large...

If you are wondering whether Nextpower at around US$106.95 is starting to look expensive or still leaves room for upside, you are not alone. The stock has been volatile recently, with the share price falling about 15.1% over the past week and 21.2% over the past month, yet still sitting on gains of 15.3% year to date and 83.4% over the past year, and 168.7% over the past three years. Recent coverage has focused on how quickly sentiment around growth and risk can change for companies like...

If you have ever wondered whether McDonald's stock is offering fair value right now, this article will walk you through what the current numbers actually say. The share price recently closed at US$269.76, with returns that declined 3.2% over the last week, 4.0% over the last month, and 11.0% year to date, while the return over the last year was down 5.2% and the return over five years was up 29.5%. Recent price moves sit against a backdrop of ongoing attention on McDonald's role as a global...

NXP Semiconductors (NasdaqGS:NXPI) has come into focus after recent share price moves, with the stock down 7% over the past week and 16% over the past month, yet still higher over the past year. See our latest analysis for NXP Semiconductors. The recent pullback, including a 7 day share price return of down 11.57% and 1 month share price return of down 15.86%, contrasts with a stronger 90 day share price return of 44.54% and 1 year total shareholder return of 29.90%. This suggests that...

Earlier this year, Gartner reported a strong first quarter, beating analyst EPS expectations, lifting full-year adjusted EBITDA, adjusted EPS and free cash flow guidance, and repurchasing about US$535,000,000 of stock amid demand for digital transformation insights. Beyond the headline beat, the combination of upgraded guidance and sizeable buybacks underlines management’s conviction in the durability of Gartner’s research-focused business model. Next, we’ll examine how Gartner’s upgraded...

WidePoint (WYY) is back in focus after securing two large federal contracts, including a single award deal for the Department of Homeland Security and a multi award slot under NASA’s SEWP VI program. See our latest analysis for WidePoint. Those contract wins come after a sharp move in WidePoint’s share price this year, with the stock up 62.8% over the past month and 196.98% year to date. The 1 year total shareholder return of 386.05% points to very strong long term momentum despite a 17.23%...

Recent trading in Kestra Medical Technologies (KMTS) has drawn attention after its stock moved sharply in the short term, prompting investors to look more closely at the company’s fundamentals and current market valuation. See our latest analysis for Kestra Medical Technologies. Against this backdrop, Kestra Medical Technologies has shown strong recent momentum, with a 17.1% 1 day share price return and a 32.6% 7 day share price return. The 1 year total shareholder return of 49.6% points to...

Hershey (HSY) stock is back in focus after solid momentum in its salty snacks division, where brands such as Dot’s Pretzels and Reese’s Filled Pretzels, along with the LesserEvil acquisition, are supporting segment growth. See our latest analysis for Hershey. Despite the recent enthusiasm around Hershey’s salty snacks and new product launches, the share price is down 9.46% over the past month and 16.2% over the past quarter, while the 1 year total shareholder return of 10.47% shows a more...

Oil prices are back in the spotlight as traders weigh tighter OPEC output, stubborn supply constraints, a recovering global economy and fresh geopolitical risks. For energy infrastructure and equipment providers, this mix can reshape project timelines, pricing power and investor expectations, while also raising the risk of sharper price swings. This article looks at how that news backdrop connects to our Global Energy Infrastructure and Equipment Providers screener, and breaks down 3 stocks...

Ventas, Inc. recently announced that Andrew L. Wattula will become Executive Vice President, Outpatient Medical & Research in August 2026, succeeding retiree Peter J. Bulgarelli, while Executive Vice President and General Counsel Carey S. Roberts resigned in June 2026 with Deputy General Counsel Kevin M. Bohl stepping in on an interim basis. This combination of a new leader for the outpatient and research platform and the departure of a long-tenured legal chief could meaningfully influence...

UFC Freedom 250, held at the White House to mark the United States’ 250th anniversary, drew an estimated 34 million global viewers and delivered an all-knockout fight card that crowned Justin Gaethje as undisputed lightweight champion. The event also generated a very large total of social media views during fight week, underscoring UFC’s ability to convert marquee cards into outsized digital engagement for TKO Group Holdings. We’ll now examine how this surge in global viewership and record...

Earlier this month, Saia Inc. launched Saia REV, a company-wide program integrating more than 2,000 transit time improvements, an automated Guaranteed 10 a.m. delivery service, and a new real-time track-and-trace platform to enhance speed, visibility, and reliability across its North American LTL network. A distinctive element of Saia REV is the expanded Saia Logistics offering, which pushes the company further into higher-touch services like final mile, residential, and white-glove...

Tetra Tech, Inc. recently announced it was selected for a US$49.00 million, 5-year multiple-award architect-engineer contract with the U.S. Army Corps of Engineers Mobile District, alongside new infrastructure and digital automation work for Encina Wastewater Authority and Scotland Excel. Together, these contract wins highlight Tetra Tech’s reach across U.S. civil works, advanced wastewater automation, and Scottish local government infrastructure and resiliency projects. We’ll now examine...

Earlier this week, National Energy Services Reunited reported a very strong first quarter, with revenue, EPS, and EBITDA all coming in ahead of analyst expectations across its 16-country oilfield services footprint. The breadth of this outperformance across key profit metrics suggests both healthy demand for NESR’s hydraulic fracturing, cementing, and drilling services and disciplined operational execution. We’ll now examine how NESR’s broad-based Q1 earnings beat may influence its existing...

Capri Holdings recently amended its credit agreement, trimming its revolving credit facility from US$1.5 billion to US$1.0 billion while extending the maturity to June 24, 2031 and maintaining multi-currency borrowing options secured against most of its assets and registered intellectual property. Alongside board changes and a leadership transition at Versace, Capri’s better-than-expected fourth-quarter earnings and confident fiscal 2027 outlook highlight management’s focus on tightening...