U.S. Software Stock News

Figma stock has rebounded in recent weeks, but with the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples both pointing to an overvaluation, the recent share price recovery sits at odds with what the valuation checks are implying. Year to date, Figma is still down 37.1%, which means the stock is recovering from a weak start rather than trading near its highs. Optimism around AI driven growth and stronger institutional visibility can support higher expectations...

Russia’s deepening fuel crisis and the spread of Ukrainian drone attacks into Moscow and key energy hubs are reshaping how risk is priced across global defense and aerospace stocks. Supply chains, military technology, and energy security are all in sharper focus, and some companies in our Global Defense and Aerospace screener sit directly in the path of this shift. For investors deciding whether to lean in or stay cautious around this theme, the details matter. This article examines 3 stocks...

AMD Ventures has backed AI startup Turing Inc., which is adopting AMD AI accelerators for consumer and autonomous driving applications. Turing Inc. is shifting part of its AI workloads from Nvidia GPUs to AMD hardware, signaling direct commercial uptake of AMD’s AI products. Reports of delays in Nvidia’s upcoming AI rack system are creating potential openings for AMD in data center deployments with cloud providers and hyperscalers. Advanced Micro Devices (NasdaqGS:AMD) is seeing fresh...

Amgen has initiated multiple nationwide recalls of certain lots of Corlanor (ivabradine) and Sensipar (cinacalcet). The recalls are tied to quality control issues, including foreign substances and current Good Manufacturing Practice (cGMP) deviations. These actions affect several product lots across the United States and raise questions around manufacturing controls and oversight. For investors following Amgen, NasdaqGS:AMGN, the latest recalls come at a time when the stock is trading...

Lumen Technologies recently announced Lumen Defender Advanced Managed Detection and Response for Palo Alto Networks’ Cortex XSIAM, combining its managed detection, automation and Black Lotus Labs network threat intelligence with Palo Alto Networks’ AI-driven SOC platform to help enterprises modernize security operations. This collaboration reinforces Palo Alto Networks’ position in AI-enabled cybersecurity by extending its platform into co-managed and fully managed SOC models powered by...

Astera Labs (ALAB) is back in focus after reporting first quarter revenue of $308.4 million, supported by demand for its connectivity platform and the rollout of its Scorpio switches. See our latest analysis for Astera Labs. Astera Labs shares have pulled back sharply in the short term, with the 1 day share price return down 12.33% and the 7 day share price return down 16.34%. However, the 90 day share price return of 112.22% and 1 year total shareholder return of 300.85% still point to...

CrowdStrike Holdings has delivered very strong share price gains over the past three years, yet the stock still screens as expensive on Simply Wall St’s valuation checks. This raises the question of how much of the story is already priced in. Over the past three years, CrowdStrike Holdings has returned about 392%, which sets a high bar for what investors may expect from here. Expectations around CrowdStrike’s role in AI driven cybersecurity, including its Falcon platform and newer identity...

Why Julie Henderson’s Appointment Matters for Pinterest Stock Pinterest (PINS) has appointed Julie Henderson as chief communications officer, bringing experience from Snap, Twenty-First Century Fox and News Corp. This move focuses on how the company presents its story to investors and users. See our latest analysis for Pinterest. Henderson’s arrival comes as Pinterest’s share price sits at $22.60, with a 30 day share price return of 11.83% and a 90 day gain of 20.86%. However, the 1 year...

AI driven semiconductor demand has slowed, exposing weaknesses in the memory supply chain. Stocks tied closely to memory, including NasdaqGS:LRCX, have seen sharp share price pressure. SK hynix has experienced a steep sell off, with losses spilling over to major chip equipment companies. Investor concern now includes potential overvaluation and speculative excess in AI related chip stocks. Lam Research sits at the center of the memory and AI semiconductor build out, supplying key equipment...

With inflation pressures, higher energy costs and uncertain interest rate paths in focus, many investors are looking for income sources that feel more reliable than short term market moves. Dividend Powerhouses can help by highlighting companies with dividend yields above 5% that appear well covered, growing and relatively stable. Instead of chasing stories that depend on rapid growth or perfect timing, this approach focuses on cash paid directly to you. In this article, three stocks from the...

Earlier this month, Amazon.com completed a series of US$25.0 billion-plus senior unsecured bond issues, including fixed- and floating-rate notes maturing between 2029 and 2066, to fund its expanding AI and cloud data center infrastructure. This large-scale debt raise highlights how Amazon is leaning on the bond market, rather than its sizeable cash pile, to support an AI investment plan that is reshaping the company’s balance sheet and capital allocation choices. Next, we’ll examine how...

Molson Coors Beverage (TAP) is drawing attention after recent trading left the stock at $39.88, with performance over the past month and past 3 months showing declines, along with a weaker one year total return. See our latest analysis for Molson Coors Beverage. Recent trading has seen Molson Coors Beverage stock recover slightly in the very short term, with a 1-day share price return of 1.81% and 7-day share price return of 2.62%. However, momentum has faded over longer periods, as shown by...

Dell Technologies stock has turned a very strong five year run into a valuation puzzle, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while the market is already pricing in intense enthusiasm around AI infrastructure and recent political attention. Over the past five years, Dell Technologies has returned about 899%, which puts extra focus on whether the current share price still leaves room for attractive long term returns. On the positive side,...

Coinbase Global stock has had a tough run over the past year, yet at around US$157 per share the valuation checks still point to a company that looks expensive rather than clearly cheap. Over the last 12 months, Coinbase Global shares have fallen 60.1%, which means recent buyers have faced a steep drawdown despite the stock’s longer term gains. On the positive side, fresh regulatory approvals such as the new UK license to offer stocks, derivatives and crypto can support revenue...

Johnson & Johnson stock has delivered a strong 77.8% total return over the past five years, yet the latest valuation checks send a mixed message, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to meaningful upside while the broader scorecard is less generous. Over five years, Johnson & Johnson has returned 77.8%, which puts current buyers in the position of judging whether that run already reflects much of the good news. Progress in higher value oncology...

In early July 2026, American Express Company expanded its Membership Rewards program by launching “Use Pay with Points with Apple Pay,” letting eligible cardholders redeem points directly within Apple Pay’s online and in‑app checkout on iPhone and iPad without extra steps or data retention by Apple. This tighter integration between a major payments network and Apple Pay underscores how Apple’s Services and payments ecosystem is becoming more deeply embedded in everyday digital...

Tariff headlines are back on center stage, and U.S. domestic transportation and warehousing stocks sit close to the action as importers rush goods through ports ahead of possible new charges. Record July volumes, potential 10 to 12.5% tariffs on imports from 60 countries, and fresh trade policy questions are reshaping expectations for freight flows, warehouse demand, and supply chain reliability. This article looks at 3 stocks from the U.S. Domestic Transportation and Warehousing Stocks...

In early July 2026, Revolution Medicines reported Phase 1/2 data showing that its investigational RAS(ON) G12D inhibitor zoldonrasib, alone and in combinations, delivered high response and disease control rates with manageable safety in patients with metastatic pancreatic ductal adenocarcinoma. Because there are currently no approved targeted therapies for RAS G12D cancers, these early results position zoldonrasib-based regimens as potentially important additions to treatment options if...

In recent days, China’s State Administration for Market Regulation summoned JD.com over alleged false advertising during the 618 midyear online shopping festival, prompting a securities fraud investigation by law firm Pomerantz LLP on behalf of investors. This combination of regulatory scrutiny and legal inquiry raises fresh questions about JD.com’s marketing controls, compliance culture, and broader corporate governance framework. We’ll now examine how this new regulatory and legal...

PepsiCo (PEP) is back in focus after its latest quarterly update showed firm international momentum alongside softer North American volumes, even as the company maintained its full year outlook and continued leaning on promotions and price cuts. See our latest analysis for PepsiCo. PepsiCo’s latest Q2 earnings beat and fresh product collaborations, such as the Flamin’ Hot partnership with Circle K, have not translated into strong momentum. The share price is down 11.06% over 90 days and the 3...

Intel’s planned €5b expansion of its Irish semiconductor facilities has put fresh attention on US-listed multinationals that already run large European operations. For investors, this kind of cross-Atlantic footprint can cut both ways, offering potential exposure to local policy support as well as regional execution risks. With AI data-centre demand and the EU’s chip ambitions in the spotlight, it is worth asking which stocks could be helped most by this wave of investment and manufacturing...

AppLovin's stock has fallen sharply in recent weeks, following a very large three year gain, and the valuation checks now suggest the shares still lean cheap rather than stretched after this pullback. Over the last three years, AppLovin has delivered a return of about 14.6x, which now sits against a recent drawdown that has reset near term sentiment. Expectations around the AXON driven expansion into e commerce advertising can support the current pricing, while reputational and geopolitical...

Seagate Technology Holdings (STX) moved back into focus after a sector wide selloff in chipmakers, as concerns around an overextended AI rally and weaker sentiment in South Korea weighed on AI infrastructure and memory stocks. See our latest analysis for Seagate Technology Holdings. Despite the latest sector driven pullback, with a 1 day share price return of down 5.46% and 30 day share price return of down 7.56%, Seagate Technology Holdings still shows strong momentum overall. This is...

Rocket Lab (NasdaqGS:RKLB) announced an agreement to acquire Iridium Communications in an all stock deal valued at about US$8b. The transaction will add Iridium's operational low Earth orbit satellite constellation and exclusive spectrum rights to Rocket Lab's portfolio. The acquisition extends Rocket Lab's reach from launch and hardware into global satellite connectivity services. For investors following Rocket Lab, this deal marks a shift from being primarily a launch and space systems...