U.S. Software Stock News

Genco Shipping & Trading (NYSE:GNK) has rejected an unsolicited tender offer from Diana Shipping Inc. The board voted unanimously against the bid and is urging shareholders not to tender their shares. The rejection comes during an active takeover and proxy contest focused on control, valuation, and governance. For investors watching NYSE:GNK, this board level pushback follows a strong run in the stock, with shares up 33.6% year to date and 82.7% over the past year, closing at $24.63. The...

In recent commentary, Applied Industrial Technologies has been flagged for underperformance in its core business, with organic revenue and earnings growth over the past two years trailing industry peers and highlighting a heavier dependence on acquisitions to sustain expansion. This weaker internal growth profile, combined with only modestly projected sales improvement, raises questions about how effectively Applied can balance acquisition-driven growth with the health of its underlying...

If you are wondering whether Roku at around US$124.02 is still priced fairly after its recent run, you are not alone in questioning what the current share price really reflects. The stock has pulled back about 4.3% over the last week, although it is still up 13.4% over the past month, 14.1% year to date, and 73.8% over the last year. The 3 year return sits at 135.7% and the 5 year return shows a decline of 62.5%. Recent headlines around Roku have focused on its positioning in streaming, its...

Bill Ackman’s Pershing Square has made Microsoft (NasdaqGS:MSFT) a core holding after exiting its Alphabet position. The UK Competition and Markets Authority has opened a formal antitrust investigation into Microsoft’s software and cloud business practices. Microsoft is reshaping its AI approach by capping revenue sharing with OpenAI and pursuing acquisitions of AI startups. Microsoft, trading at $421.92, sits at the center of several meaningful shifts that matter for anyone watching large...

Earlier this month, Hormel Foods Corporation launched the SPAM® Dog, a SPAM-based hot dog for foodservice operators, rolling out across restaurants, stadiums, and convenience stores after its national debut at the National Restaurant Association Show in Chicago. This reimagined SPAM format highlights Hormel’s push to refresh core brands through convenience-ready, branded, value-added products aimed at higher-margin foodservice channels. We’ll now explore how this SPAM® Dog expansion into...

Hilltop Holdings: Recent Performance Snapshot Hilltop Holdings (HTH) has been trading around its recent close of US$36.29, with the stock down about 2% over the past month and roughly 8% over the past 3 months. Despite this pullback, the stock shows a total return of about 20% over the past year and around 25% over the past 3 years, with year-to-date performance near 7%. See our latest analysis for Hilltop Holdings. Recent share price weakness, with the 90 day share price return down 7.6%,...

In the past quarter, 10x Genomics, Inc. reported first‑quarter 2026 revenue of US$150.84 million, down from US$154.88 million a year earlier, while reducing its net loss to US$13.47 million and basic loss per share to US$0.10. The results, which combined a slight sales decline with a meaningfully smaller loss, have sharpened attention on how the company balances growth investments with funding and pricing pressures in the research market. Against this backdrop of lower revenue but improved...

In early May 2026, Steel Dynamics’ board approved a second-quarter cash dividend of US$0.53 per share, payable to shareholders of record as of June 30, 2026, with payment expected around July 10, 2026. Ahead of that payout, Steel Dynamics drew fresh attention as Jim Cramer praised it on national television and State Street disclosed a multi-million-share ownership stake, underscoring both retail interest and institutional backing. With Jim Cramer’s endorsement spotlighting Steel Dynamics’...

Wondering whether Stanley Black & Decker stock at around US$75 is giving you value or asking too much? Price is only half the story; the real question is what you are getting for it. Over the last month the share price has risen 11.8%, yet it is still down 1.7% year to date and up 10.2% over the past year, which can leave the stock looking very different depending on your time frame. Recent coverage has focused on how the stock's multi year performance, including a 3 year return of 3.8% and...

U.S. Supreme Court rules that freight brokers can be held liable for damages in trucking incidents. Ruling is seen as supportive of J.B. Hunt Transport Services' vertically integrated trucking and logistics model. Decision may increase legal and compliance risks for asset light brokers that do not operate their own fleets. J.B. Hunt Transport Services, listed as NasdaqGS:JBHT, sits in a different position from many freight brokers because it combines trucking assets with logistics...

NVIDIA (NVDA) continues to draw attention after recent share price swings, with the stock down about 4.4% over the past day but higher over the past week, month and past 3 months. See our latest analysis for NVIDIA. That 4.4% one day drop sits against a stronger backdrop, with a 7 day share price return of 4.7%, a 30 day return of 13.3% and a year to date gain of 19.31%. The 1 year total shareholder return of 66.45% and very large 5 year total shareholder return suggest longer term momentum...

It's been a pretty great week for Shoulder Innovations, Inc. ( NYSE:SI ) shareholders, with its shares surging 18% to...

Nexa Resources (NEXA) has drawn investor attention after recent trading, with the stock closing at US$14.85 and showing mixed short term performance, including a 1 day decline and gains over the past 3 months and year. See our latest analysis for Nexa Resources. That latest dip in the share price sits against a much stronger backdrop, with the stock posting a 90 day share price return of 24.48% and a 1 year total shareholder return of 191.56%. This suggests momentum has been building rather...

Earlier this week, CMS Energy Corporation approved amendments at its May 8, 2026 annual meeting and launched a US$3.00 billion at-the-market common equity program, while shareholders rejected a proposal to allow action by written consent. This combination of expanded authorized shares, new equity issuance capacity and preserved limits on shareholder-initiated actions materially reshapes CMS Energy’s governance and capital structure flexibility. We’ll now examine how CMS Energy’s new US$3.00...

Henry Schein (HSIC) stock is in focus after first quarter results highlighted steady U.S. dental and technology performance, reaffirmed full year guidance, and an industry report that places clinical execution, not scale, at the center of practice growth. See our latest analysis for Henry Schein. Henry Schein’s recent Q1 update, reaffirmed 2026 outlook and ongoing buybacks have supported sentiment. However, the stock’s 30 day share price return is down 6.07% and its 1 year total shareholder...

Alphabet priced a record ¥576.5b yen bond, the largest yen issuance by a foreign company, to fund expanded AI data center and cloud infrastructure. The company has raised nearly $60b across currencies in 2026 to support a capital expenditure plan of up to $190b focused on AI buildout. Alphabet deepened its multiyear Google Cloud partnership with Anthropic through a $200b agreement that now accounts for over 40% of GCP's backlog. At a share price of $396.78, Alphabet (NasdaqGS:GOOGL) sits...

In May 2026, Fractyl Health reported first-quarter 2026 net income of US$9.22 million, reversing a prior-year loss, and secured authorization in the Netherlands to begin a Phase 1/2 first-in-human trial of RJVA-001, its Smart GLP-1 gene therapy candidate for type 2 diabetes. An important detail for investors is that this regulatory clearance makes Fractyl a dual clinical-stage company, advancing both its Revita procedure for post‑GLP‑1 weight maintenance and its Rejuva gene therapy platform...

D-Wave Quantum Inc. has reported first-quarter 2026 results showing revenue of US$2.86 million versus US$15.00 million a year earlier, a wider net loss of US$18.36 million, but record bookings of US$33.40 million anchored by a US$20.00 million system sale and a US$10.00 million enterprise agreement. The quarter also marked the integration of the Quantum Circuits acquisition, giving D-Wave both annealing and gate-model platforms and reinforcing customer interest in applying its quantum...

Progress Software (NasdaqGS:PRGS) has received a 2026 Artificial Intelligence Excellence Award for its Agentic RAG platform. The award recognizes the platform in the Retrieval Augmented Generation (RAG) category for its role in AI driven data solutions. Agentic RAG focuses on converting unstructured data into governed intelligence for enterprise use. For you as an investor, this award draws attention to how Progress Software is positioning itself around operational AI rather than only...

Recent performance puts Marcus & Millichap stock in focus Marcus & Millichap (MMI) has drawn attention after recent share performance, with the stock down about 2.6% on the day and roughly 7.4% over the past week, while showing gains over the month and the past 3 months. See our latest analysis for Marcus & Millichap. At a share price of $28.18, Marcus & Millichap has seen short term share price pressure ease, tempering some of its recent momentum. The 90 day share price return stands at...

In early May 2026, FUJIFILM Healthcare Americas announced a partnership to deploy its Synapse enterprise imaging platform across Ardent Health’s acute care hospitals in six states, integrating radiology and cardiology images within Epic’s electronic health record system. This rollout could materially streamline clinician workflows and enhance diagnostic decision-making, potentially reinforcing Ardent Health’s focus on technology-enabled efficiency across its hospital network. We’ll now...

On May 11, 2026, Check Point Software Technologies increased its equity buyback authorization by US$2.00 billion to a total of US$14.50 billion, shortly after presenting at the 21st Annual Needham Technology, Media, & Consumer Conference in New York. This enlarged repurchase plan highlights management’s confidence in the company’s cash generation and complements its ongoing push into AI-driven cybersecurity solutions. We’ll now examine how this expanded US$2.00 billion buyback authorization...

Super Micro Computer has recently appointed Matthew Thauberger as Chief Revenue Officer and Vik Malyala as Chief Business Officer, while reporting strong year-over-year growth in AI-focused server revenue and advancing initiatives such as its collaboration with Nano Nuclear Energy to link data center hardware with next-generation clean power concepts. This combination of leadership changes, rapid AI infrastructure expansion, and ongoing securities class actions over alleged export control...

If you are wondering whether AMN Healthcare Services at around US$28.61 still offers value, the key question is how its current price compares with what the business may be worth. The stock has been volatile recently, with a slight decline of 1.2% over the past week, a strong 47.7% gain over the past month, 89.2% year to date, yet still down 70.3% over three years and 68.0% over five years. This mix of results can change how investors think about both upside and risk. Recent attention on AMN...