U.S. Software Stock News

Investor attention on IREN (NasdaqGS:IREN) has intensified after a cluster of AI infrastructure milestones, including large agreements with Microsoft, Dell, and NVIDIA, index inclusions, executive appointments, and fresh execution updates. See our latest analysis for IREN. At a share price of $41.11, IREN has seen a 7 day share price return of 5.9% after a 30 day share price decline of 20.2%. The 1 year total shareholder return of 153.3% and 3 year total shareholder return of roughly 4.8x...

Walker & Dunlop recently announced that Frank Cassidy, former Federal Housing Administration commissioner and assistant secretary for housing at HUD, has rejoined the firm as a senior managing director to advise on FHA and GSE financing strategies across its platform. By bringing back an executive who oversaw approximately US$2.00 trillion in FHA mortgage insurance and wide-ranging federal housing programs, Walker & Dunlop is deepening its expertise in government-backed multifamily,...

XPENG recently began employee testing of its Robotaxi platform in Guangzhou, integrating its in-house Turing AI chip, VLA2.0 model, and X-Mind world modeling into a full ride-hailing and autonomous dispatch service chain. Alongside strong second-quarter deliveries and an expanded safety partnership with Autoliv, this Robotaxi milestone highlights XPENG’s push to turn its Physical AI and autonomous driving research into real-world smart mobility services across multiple regions. We’ll now...

Index additions put Haemonetics in focus Haemonetics (HAE) has attracted fresh attention after being added to multiple Russell value and small cap benchmarks, a technical catalyst that often brings incremental demand from index tracking funds. For existing and prospective shareholders, these inclusions raise practical questions about how benchmark driven flows might interact with Haemonetics' fundamentals, recent share performance and the timing of upcoming events on the company’s...

Simply Good Foods (SMPL) just posted its Q3 2026 results with revenue of US$357 million and a basic EPS loss of US$0.58, while the trailing twelve months show revenue of about US$1.4 billion and a basic EPS loss of US$2.08. Over recent quarters, revenue has ranged from US$327 million to US$381 million and quarterly basic EPS has shifted between a profit of US$0.41 and a loss of US$1.73, giving investors a clear view of how top line and per share results have moved across the past year. That...

On 27 June 2026, Garrett Motion Inc. was removed from both the Russell 2000 Value-Defensive Index and the Russell 2000 Defensive Index, reflecting changes in how the company fits these benchmark methodologies. This dual index removal matters because it can prompt forced rebalancing by index-linked investors, potentially amplifying shifts in trading volumes and sentiment around Garrett Motion. With Garrett Motion now excluded from two Russell 2000 defensive indices, we’ll assess how this...

Ryder System, Inc. recently declared a regular quarterly cash dividend of US$1.01 per share, an 11% increase from the prior US$0.91, payable on September 18, 2026 to shareholders of record on August 24, 2026, while Citi downgraded the stock to Neutral citing limited risk/reward and potential headwinds in used vehicle sales. The dividend hike marks Ryder’s 200th consecutive quarterly payout over 50 years, underscoring a long record of cash returns even as analyst sentiment becomes more...

JD.com is facing regulatory scrutiny over alleged false advertising during its 618 shopping festival. China's State Administration for Market Regulation has reportedly become involved in examining the promotion practices. Pomerantz LLP has opened a securities investigation into JD.com related to these allegations. For investors watching NasdaqGS:JD, this inquiry adds a fresh layer of non financial risk to consider alongside the stock’s recent performance. JD.com closed at $28.2, with the...

In recent weeks, Roblox has faced a series of shareholder lawsuits over alleged misstatements about the impact of age verification and safety changes, even as the company prepares to report its second-quarter 2026 results on July 30 and continues to highlight growing engagement and global expansion. At the same time, large institutional ownership disclosures, higher creator incentives, and intensifying scrutiny of how safety measures affect user growth underscore how much Roblox’s long-term...

Herc Holdings Inc. (NYSE:HRI) was recently added to multiple Russell Value benchmarks, including the Russell 2000 Value, Russell 2500 Value, Russell 3000 Value, Russell 3000E Value, and Russell Small Cap Comp Value indexes. This broad inclusion across several Russell value-oriented indexes can increase visibility among institutional investors and index-tracking funds, potentially influencing how the market views Herc’s role in the equipment rental sector. Next, we’ll explore how this...

NPK International (NPKI) has shifted across Russell indices, added to several growth benchmarks including the Russell 2000 Growth and Russell 3000 Growth, while being removed from multiple value oriented indices on June 27, 2026. See our latest analysis for NPK International. The latest index reshuffle follows a strong run for NPK International, with the share price at US$14.35 and a year to date share price return of 18.59%, while total shareholder return over five years is 394.83%. This...

Space Exploration Technologies stock has slipped about 10.3% over the past week, yet valuation checks still point to an expensive profile rather than a clear bargain. The share price decline of roughly 10.3% in the past seven days suggests some of the recent enthusiasm has cooled, but it has not obviously reset the valuation. High expectations for Starlink and AI driven growth can support a rich multiple, while heavy cash needs for rockets, satellites and compute infrastructure may limit how...

Pearl Health recently announced it raised US$110 million in capital, led by Andreessen Horowitz and Trinity Capital, to expand its AI-driven healthcare platform and support growth in Medicare Advantage and health systems. For Trinity Capital, backing a profitable health-tech company like Pearl Health highlights its focus on scaling relationships with later-stage, revenue-generating innovators in healthcare. We’ll now examine how Trinity’s strong Q2 origination of US$709 million in new...

AerCap Holdings (NYSE:AER) has signed new lease agreements with China Southern Air Logistics for 777-300ERSF converted freighter aircraft. The deal expands AerCap's widebody converted freighter portfolio and supports China Southern's intercontinental cargo growth plans. This development adds a fresh cargo-focused element to recent company news that had centered on aircraft deliveries and a shelf registration. AerCap Holdings, trading at $149.87, is adding more weight to its cargo leasing...

Fiserv is weighing a potential sale of its STAR debit network to a group of major U.S. banks, according to recent discussions. The possible deal raises fresh questions about how debit transactions could be routed and priced across the U.S. payments system. Regulators and merchant groups are reported to be reviewing the implications, including competition, routing choice, and fee impacts. The situation comes as Fiserv manages internal leadership transitions tied to its core payments...

After a strong three year run where Happen stock has returned 106.0%, the main question now is whether the current price near US$20.35 still reflects a reasonable entry point given its recent gains and mixed valuation checks. Over the last 3 years, Happen has delivered a 106.0% return, which puts more focus on whether the share price has already embedded much of the good news. Recent coverage highlighting Happen Bank's revenue growth, profitability and net cash position can support...

eToro Group stock sits in an awkward spot for valuation focused investors. The Excess Returns intrinsic value estimate indicates the shares trade at a premium, while the market multiples still screen as inexpensive, all against a 1 year share price that has fallen 32.1%. Over the past year, eToro Group is down 32.1%, which means anyone buying today is looking at a stock that has already retraced significantly from previous levels. Recent coverage highlighting strong price momentum and a low...

Taiwan Semiconductor Manufacturing (TSM) has drawn fresh attention after Citi and other research firms highlighted its exposure to advanced AI chips, alongside upcoming Q2 results and an analyst meeting scheduled for July 16. See our latest analysis for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing’s recent Q2 optimism and analyst attention sit alongside a 30-day share price return of 6.20% and a 90-day share price return of 17.14%. The 1-year total shareholder return...

Credit card stocks and payment networks are sitting at the center of a powerful tension right now, with credit card debt near record levels, average card rates around 22%, inflation at 4.2% and the Federal Reserve weighing another possible hike in 2026. Higher borrowing costs can pressure households, yet payment volumes can still run high as people lean on plastic. This article looks at three US Credit Card Issuers and Payment Networks that appear well positioned, in different ways, for these...

JPMorgan Chase (NYSE:JPM) has been testing AI-powered investment agents that shift allocations between stocks and bonds. In backtests covering roughly two decades, these agents outperformed traditional 60/40 stock bond portfolios. The results have sparked debate about how AI could change asset management across large banks and investment firms. JPMorgan Chase enters this AI push with its stock at $336.47 and a 1 year return of 19.5%, alongside a 5 year return of 151.0%. Over the past month,...

Verizon Communications has delivered a 51.4% return over the past three years, yet the stock recently closed at US$42.12 with broader valuation checks still suggesting it leans cheap rather than fully priced in. That contrast, set against fresh headlines about expected losses tied to restructuring and tough new wireless competition, is what has put Verizon’s valuation back under the microscope. A 51.4% gain over three years puts Verizon in positive territory for longer term holders. This...

Ameren stock has delivered a 53.7% return over the past five years, yet its current checks point to an intrinsic value estimate that sits below the market price and a broader valuation profile that does not flag the shares as a clear bargain. Ameren’s 53.7% return over five years highlights that long term holders have already captured a meaningful gain. This can limit the margin of safety if the shares are now priced close to fair value. Recent optimism around earnings consistency and...

Arthur J. Gallagher stock has returned 90.6% over the past five years, yet the valuation checks are split, with an Excess Returns intrinsic value estimate suggesting meaningful upside while the earnings multiple view leans expensive and the overall value score is on the weak side. Over five years, a 90.6% total return indicates Arthur J. Gallagher has already rewarded shareholders strongly, so fresh buyers need to think carefully about what is still priced in. Ongoing acquisitions that...

Otis Worldwide (OTIS) is back in focus after a high profile modernization of elevators and escalators serving Rio de Janeiro’s Christ the Redeemer and the rollout of its Gen3 MOD upgrade platform across EMEA. See our latest analysis for Otis Worldwide. Despite Otis Worldwide’s visibility around high profile projects, recent returns have been mixed, with the share price up 4.92% over 30 days but down 17.26% year to date and the 1 year total shareholder return declining 25.04%. This suggests...