U.S. Software Stock News

AI data centers are pulling in huge amounts of capital, yet a large share of the commitments that support this buildout sits off balance sheet. That gap between visible and hidden obligations is starting to worry some investors, and create curiosity for others. This article looks at how that story connects to 3 stocks from the AI Infrastructure Providers screener that appear positively exposed to this surge in spending. The three stocks below are just a starting sample from this theme, while...

Eagle Materials recently reported first-quarter 2026 results showing sales of US$650.97 million, up from US$634.69 million a year earlier, while net income fell to US$102.13 million and the Board declared a past quarterly dividend of US$0.25 per share payable on October 13, 2026. At the July 30, 2026 Annual Meeting, stockholders approved declassifying the board and granting investors the right to call special meetings, reshaping the company’s corporate governance framework. We’ll now examine...

In late July 2026, TransUnion reported higher second-quarter and year-to-date revenue and net income versus a year earlier, raised its full-year 2026 guidance, continued executing its share repurchase program, and its board later approved a US$0.125 per-share cash dividend payable on September 4, 2026, to shareholders of record on August 20, 2026. Together, the stronger earnings, upgraded outlook, and ongoing capital returns point to management confidence in the company’s current operating...

Why Brighthouse Financial Stock Is In Focus After Q2 Results Brighthouse Financial (BHF) has moved into the spotlight after its second quarter 2026 earnings report showed revenue of US$1,622 million and net income of US$981 million, both higher than the prior year period. For the first half of 2026, revenue of US$3,149 million and net income of US$215 million marked a shift from the net loss reported a year earlier, giving investors fresh numbers to assess the stock. See our latest analysis...

Earlier this month, Liberty Media Corporation announced a proposed private offering of US$600 million in convertible senior notes, which can be settled in cash, Series C common stock, or a mix of both. A key angle for investors is how this convertible issuance, partly aimed at managing Liberty Media’s existing 2.25% 2027 notes, could influence Formula One Group’s broader capital structure and financial flexibility. We’ll now examine how Liberty Media’s new convertible senior notes offering,...

CRH plc recently reported its second-quarter 2026 results, showing higher revenue and net income year on year, raised its quarterly dividend to US$0.39 per share, reaffirmed full‑year 2026 earnings guidance, and updated investors on progress under its multi‑year share buyback program. The combination of earnings growth, a 5% dividend increase versus last year, and ongoing share repurchases highlights management’s confidence in CRH’s cash generation and capital allocation priorities. With CRH...

In July 2026, Dyne Therapeutics, Inc. reported a wider second-quarter net loss of US$178.56 million, or US$1.08 per share, alongside FDA clearance to begin a Phase 1 trial of DYNE-302 for facioscapulohumeral muscular dystrophy. This marks Dyne’s third clinical program built on its FORCE platform and targets a rare muscle disease with no approved therapies, highlighting the company’s focus on genetically defined neuromuscular conditions. With this new FDA-cleared Phase 1 trial for DYNE-302,...

Stagwell Inc. reported its second-quarter 2026 results, with sales rising to US$786.31 million while net loss widened to US$8.12 million, and also outlined plans for a more organic-growth-led second half supported by selective acquisitions, stock buybacks, and capital investments. Alongside these results, Stagwell moved to strengthen its governance by appointing independent director Beth J. Kaplan to the board, signaling continued attention to board independence as the company refines its...

NOV (NOV) shares moved after the company reported second quarter 2026 results that showed net income of US$112 million on US$2,134 million in sales, alongside guidance for third quarter revenues to be flat to up 2% year over year. See our latest analysis for NOV. The latest earnings release appears to have reinforced interest in NOV, with the share price at US$20.70 and a 1 month share price return of 9.58%. Over the past year, the stock has delivered a 78.45% total shareholder return, which...

AI and tech related earnings updates are back in focus, with companies such as Applied Materials and Cisco under close watch for how much capital is now flowing into artificial intelligence infrastructure. This wave of spending interest puts stocks tied to chips, cloud and software in the spotlight. This article highlights three stocks from the Artificial Intelligence Stocks screener that sit at the heart of this shift and explains what makes each one stand out. The three companies featured...

STAG Industrial, Inc. reported past second-quarter 2026 results showing sales of US$223.53 million and net income of US$52.92 million, alongside affirming a third-quarter cash dividend of US$0.3875 per share. While quarterly earnings per share edged up year over year, net income for the first half of 2026 trailed the prior year, highlighting a contrast between recent momentum and earlier-period pressure. With quarterly earnings per share improving and the dividend affirmed, we’ll now examine...

Intel’s US$15b stock offering has pushed fresh attention onto capital intensive growth, where huge spending on factories, chips, and infrastructure can reshape future earnings power. A 4% pre market drop in Intel shares has some investors worried, while others see potential openings across related large cap stocks. This article walks through 3 companies that sit in the crosshairs of this AI driven capex story. The three stocks covered below are just a starting sample, since the full US...

In the past week, Telephone and Data Systems, Inc. reported Q2 2026 results showing revenue of US$309.28 million and net income of US$298.37 million, alongside a swing from a per-share loss to earnings of over US$2.40 on a diluted basis. Management also reported strong progress in fiber build-out and raised 2026 fiber address delivery guidance, even as legacy copper and cable services weighed on telecom revenue expectations. Now we’ll examine how this earnings surge, alongside upgraded fiber...

How the latest earnings event shapes the Perella Weinberg Partners story Perella Weinberg Partners (PWP) just reported second quarter 2026 earnings that came in ahead of analyst expectations, with management pointing to a surge in announced transactions and increased client activity across key sectors. Alongside the earnings release, the company confirmed a quarterly dividend and detailed a series of partner promotions. These moves provide several concrete data points to consider when...

Key earnings details from Artivion’s latest quarter Artivion (AORT) released second quarter and first half 2026 results that paired higher revenue with a move to loss making performance. This mix of growth and red ink is central to the current stock debate. See our latest analysis for Artivion. Artivion’s latest earnings release and upcoming conference appearance arrive after a mixed period, with the share price falling year to date but three year total shareholder return still positive. This...

In late July 2026, Qorvo reported first-quarter fiscal 2027 results showing sales of US$784.8 million versus US$818.78 million a year earlier, with net income rising to US$85.8 million from US$25.59 million and diluted EPS increasing to US$0.96 from US$0.27. Despite reporting lower revenue and completing a share repurchase of 17,597,000 shares for US$1.58 billion since November 2022, Qorvo significantly increased profitability year over year, highlighting a shift toward more efficient...

In July 2026, VEON Ltd. reported its second-quarter 2026 results, with sales rising to US$1,271 million from US$1,087 million a year earlier, while net income fell to US$122 million from US$595 million and basic earnings per share from continuing operations dropped to US$1.75 from US$8.5. At the same time, VEON raised its full-year 2026 revenue growth guidance to a 15% to 18% year-over-year increase, up from its prior 11% to 14% range, signaling greater confidence in its top-line outlook...

Prosperity Bancshares (PB) recently reported second quarter 2026 results that included higher net interest income and net income compared with a year earlier. The update also showed lower net charge-offs and progress on loan resolution activity. See our latest analysis for Prosperity Bancshares. Prosperity Bancshares' latest earnings, lower net charge-offs and ongoing acquisition activity sit against a share price of $73.34, with a 90 day share price return of 8.23% and a 1 year total...

Why PACS Group Stock Is Back on Investors’ Radar PACS Group (PACS) has attracted fresh attention after reporting its second quarter 2026 results and raising full year revenue and adjusted EBITDA guidance, alongside progress on the Eduro Healthcare facility acquisitions. See our latest analysis for PACS Group. The earnings beat and upgraded 2026 guidance have coincided with stronger trading in PACS Group, with a 7 day share price return of 8.88% and year to date share price return of 22.63%...

Reports of burnout inside big AI and automation firms are clashing with promises of effortless productivity, and that gap is where investors should pay attention. Stress, reshuffles, and long hours can unsettle some companies while creating openings for others that handle the pressure better. This article unpacks that tension and highlights 3 stocks from our AI and Automation Technology screener that appear positively exposed to the current news flow. The 3 stocks below are just a starting...

Earnings event puts Expand Energy under closer investor review Expand Energy (EXE) reported second quarter 2026 results that combined lower quarterly revenue and net income with higher production, stronger six month earnings, a reaffirmed output outlook, continued buybacks, and an unchanged dividend. This mix of data points gives you several angles to assess the stock, from cash generation and capital returns to how management is approaching growth in its natural gas focused portfolio. See...

With July inflation data expected to show a small CPI rebound and mixed signals on future Fed moves, many investors are quietly rethinking where they want to sit on the risk spectrum. Defensive sectors like healthcare and consumer staples often come back into focus when inflation and rates feel uncertain. This article walks through three large cap stocks exposed to these inflation trends and explains why some investors are watching them closely now. The three stocks highlighted below are only...

Hess Midstream LP has reported its second-quarter 2026 results, with revenue of US$399.0 million and net income of US$96.4 million, and has issued third-quarter net income guidance of US$165.0 million to US$175.0 million while maintaining its full-year 2026 net income outlook of US$650.0 million to US$700.0 million. An interesting angle for investors is that Hess Midstream’s net income rose year over year despite slightly lower revenue, suggesting some operational or cost efficiency...

Why Obsidian Therapeutics Stock Is Back in Focus After New Trial Milestone Obsidian Therapeutics (OBX) is drawing fresh attention after enrolling the first patient in a registration enabling cohort of its Phase 1/2 Agni-01 trial for amsoki-cel in advanced melanoma. See our latest analysis for Obsidian Therapeutics. The trial milestone comes after a sharp rebound in Obsidian Therapeutics’ share price, with a 1 day share price return of 27.27% and a year to date share price return of 435.22%...