U.S. Software Stock News

With the yen sitting near ¥160 per dollar and capital flowing toward U.S. assets tied to AI and high-growth projects, the gap between winners and laggards can widen quickly. Some stocks linked to AI infrastructure and capital investment could benefit from this global tilt, while others may feel pressure from currency swings. This article walks through three stocks from our screener that appear particularly exposed to these cross currents. The three stocks that follow are only a sample from...

How Hawaiian Electric Industries Stock Reacts To Fresh Earnings Data Hawaiian Electric Industries (HE) has just released second quarter 2026 results, providing new data on revenue, profit and earnings per share that can influence how you think about the stock. See our latest analysis for Hawaiian Electric Industries. At a share price of $11.85, Hawaiian Electric Industries has seen its 7 day share price return fall 7.13% and its 30 day share price return fall 12.68%, while the 1 year total...

Netflix (NFLX) is back in the spotlight after its 2026 U.S. Upfront, where the company secured nearly twice the advertising commitments year over year and reiterated a target of about US$3b in ad revenue for 2026. See our latest analysis for Netflix. Netflix’s share price has had a weak year despite the advertising story gaining traction, with the stock at US$74.79 after a year-to-date share price return decline of 17.8% and a 1-year total shareholder return decline of 39%. This is set...

In the past quarter, Entegris, Inc. reported second-quarter 2026 sales of US$883.2 million and net income of US$93.6 million, with both revenue and earnings rising compared with a year earlier, alongside higher earnings per share from continuing operations. The company also issued guidance calling for further sales and earnings growth in the second half of 2026 while reshaping its portfolio and board, including exiting non-core operations and appointing a new director with extensive...

Between March 30 and June 28, 2026, Hasbro completed a share repurchase of 474,667 shares, or 0.34% of its stock, for US$41.46 million under its February 10, 2026 buyback program. The completed buyback underscores Hasbro’s willingness to return cash to shareholders at the same time analysts highlight growth in its trading card, digital, and franchise-driven businesses. Next, we’ll examine how Hasbro’s completed buyback program may influence its investment narrative around brand momentum and...

Medical Properties Trust slipped 3.1% to about US$4 in the first session after its Q2 report, which reflects how jumpy the near term story remains. The longer term picture focuses on whether this balance sheet repair plan holds together. The headline is not the small reported earnings loss; it is that normalized funds from operations per share came in at US$0.15 and management moved ahead with a US$2.4b secured refinancing that reshapes near term maturities. Short term pressure meets a multi...

In August 2026, First Plus Asset Management Pte. Ltd. selected SS&C Technologies Holdings, Inc. to provide cross-border operations support across Asia, covering transfer agency, order management and execution, investment accounting, and investor servicing for roughly US$200,000,000 in assets under management, including transfer agency services in Thailand. The engagement underscores how SS&C’s integrated automation and scalable global service model can help asset managers modernize...

Why IDEX Stock Is Back In Focus After Earnings And Buyback Update IDEX (IEX) has drawn fresh attention after reporting second quarter and first half 2026 results, along with an update on a long running share repurchase program that has now reached completion. See our latest analysis for IDEX. The recent earnings and completion of the long running buyback arrive as IDEX trades at US$237.31, with a 30 day share price return of 6.82% and a year to date share price return of 32.53%. The 1 year...

Phillips 66 recently reported its second-quarter 2026 results, with revenue rising to US$52.04 billion and net income to US$3.85 billion, while also expanding its share repurchase authorization to US$23.00 billion. The company’s decision to move ahead with the US$5.00 billion Western Gateway Pipeline joint venture with Kinder Morgan and HF Sinclair marks a major long-term commitment to strengthening refined fuel logistics across the Western United States. We’ll now examine how Phillips 66’s...

Village Farms International stock barely flinched after earnings, up about 2.5% to US$2.43. This suggests traders are still on the fence. The headline is not the move in the share price; it is the earnings power that now sits behind it. Q2 basic earnings per share came in at roughly US$0.06 and net income reached about US$7.1m, with a trailing net margin just under 10%. For a cannabis producer, that margin profile is what really challenges the calm market reaction. Is Village Farms...

Carpenter Technology earnings and guidance move into focus Carpenter Technology (CRS) has drawn fresh attention after reporting fourth quarter and full year 2026 results, along with new operating income guidance through 2029. This gives investors updated context on profitability and capital allocation. See our latest analysis for Carpenter Technology. Following the earnings release and updated guidance, Carpenter Technology’s share price has eased in the short term, with a 1 day share price...

Q2 earnings spotlight puts Bullish in focus Bullish (BLSH) is drawing attention ahead of its second quarter earnings report on August 13, one year after its stock market debut, with analysts watching how the crypto trading slump feeds into results. See our latest analysis for Bullish. Over the past year since listing, Bullish has swung from a strong debut to a weaker patch. The recent 7 day share price return of 3.03% contrasts with a much softer 90 day share price return that is down 41.35%...

Theravance Biopharma walked into this earnings print with a flat share price and a reputation built on lumpy royalty income and big one off gains. The stock barely moved today, yet the quarter itself told a quieter story. Core revenue sat at US$20.7m while the company swung to a quarterly loss of US$5.9m as earnings per share slipped back into negative territory. The real headline for you is the gap between rich trailing figures, which still carry that large past gain, and a current quarter...

Oil prices are elevated as investors watch Middle East risks and potential Strait of Hormuz disruptions. Higher energy and shipping costs can pressure government budgets and push defense spending further into focus. For drone defense stocks, that keeps attention on companies that can fund long projects without relying heavily on debt. This article highlights three financially strong drone defense stocks from our screener that fit that profile. The three stocks covered below are just a...

GE Vernova (GEV) is back in focus after reporting strong quarterly results, supported by rising gas turbine demand related to data center power needs and new onshore wind turbine orders in India. See our latest analysis for GE Vernova. These results come after a strong run for GE Vernova, with the share price up 48.9% year to date on a share price return basis and a 54.26% total shareholder return over the past year. This comes even though the 30 day share price return declined 7.3%, as some...

Omega Healthcare Investors earnings event Omega Healthcare Investors (OHI) recently reported second quarter 2026 results, giving investors fresh detail on how this healthcare focused REIT is performing midway through the year. The report covered sales, revenue, net income and earnings per share for both the quarter and the first six months, offering a broad view of Omega Healthcare Investors financial position. See our latest analysis for Omega Healthcare Investors. At a share price of...

WD-40 stock has gained 18.5% year to date, yet the current valuation checks and market multiples suggest the shares are trading at a premium rather than offering a clear bargain. The 18.5% year to date return signals investors have been willing to pay up for WD-40, which raises the bar for what needs to go right from here. Expectations that WD-40 can keep converting its brand strength into steady cash generation may support the current price, while any pressure on margins or slower volume...

Fermi (FRMI) is in focus after securing a 15 year contract with AI cloud provider TensorWave at its Project Matador site in Amarillo, Texas. The agreement is tied to a long term data center development plan. See our latest analysis for Fermi. Fermi’s latest contract news has arrived alongside sharp price swings, with the stock posting a 1 day share price return of 21.09% and a 7 day return of 12.84%. However, year to date the share price return is down 19.27%, which points to strong short...

Why ABCL635 trial results matter for AbCellera Biologics stock AbCellera Biologics (ABCL) has drawn fresh attention after its ABCL635 trial hit primary endpoints, showing meaningful reductions in hot flash frequency and severity, plus sleep improvements, with a favourable safety profile. For investors, this kind of mid stage data can influence expectations around AbCellera Biologics as a potential player in non hormonal menopause treatments, particularly given the focus on quality of life...

Why Innovative Industrial Properties Stock Is Back in Focus Innovative Industrial Properties (IIPR) recently posted second quarter 2026 earnings with net income and earnings per share higher than a year earlier, despite relatively unchanged revenue. The company also completed a sizeable share buyback. See our latest analysis for Innovative Industrial Properties. The latest earnings and completed buyback have put Innovative Industrial Properties back on investors’ radar, even as the share...

NCR Atleos (NATL) reported second quarter 2026 results on 5 August, with net income and earnings per share above the prior year. Revenue for both the quarter and half year stayed broadly similar. See our latest analysis for NCR Atleos. NCR Atleos shares trade at US$46.86, with a 1 month share price return of 4.3% and a year to date share price return of 25.9%. The 1 year total shareholder return of 27.7% points to momentum building around the earnings improvement story. If you are looking for...

In early August 2026, Eaton Corporation plc announced it had secured a US$7 million, 24‑month U.S. Air Force Research Laboratory contract to apply quantum computing, machine learning, and advanced visualization to improving power grid resilience against concurrent physical and cyber threats. The project’s focus on quantum‑enabled contingency analysis, developed with Infleqtion and Pennsylvania State University, highlights Eaton’s push into next‑generation grid security and intelligent power...

IonQ (IONQ) is back in focus after a busy early August. The stock reacted to a strong second quarter, a raised 2026 revenue outlook, and a new US$28 million DARPA contract extension in quantum sensing. See our latest analysis for IonQ. At a share price of US$43.44, IonQ has seen short term momentum pick up, with a 7 day share price return of 4.12%, although the 90 day share price return is down 21.39%. Over a longer horizon, total shareholder returns of 1.02% over 1 year and very large gains...

In recent months, Digital Realty Trust has continued to expand its global data center footprint to about 310 facilities with roughly 3.10 gigawatts of IT capacity and 8.50 gigawatts of buildable capacity, while reporting steadily rising core funds from operations that it expects will comfortably cover dividend payments. A key angle for investors is Digital Realty’s emphasis on high-occupancy hyperscale facilities serving cloud and AI customers, which underpins how it aims to benefit from...