U.S. Software Stock News

NYSE:WOLF
NYSE:WOLFSemiconductor

Wolfspeed (WOLF) Ties AI Data Center Push To New Silicon Carbide Partnership

Wolfspeed (NYSE:WOLF) announced a new partnership with LITEON to supply silicon carbide power solutions for next generation AI data centers. The collaboration focuses on scalable and reliable power delivery systems aimed at hyperscale AI and cloud customers. The agreement uses Wolfspeed's silicon carbide manufacturing platform within LITEON's data center power products. This move underlines how Wolfspeed is tapping into broader AI infrastructure demand. There are many other companies...
NYSE:LEA
NYSE:LEAAuto Components

Lear (LEA) Is Down 6.0% After Hiking 2026 Guidance And Expanding Buybacks And Shelf Plans – Has The Bull Case Changed?

Lear Corporation recently reported past second-quarter 2026 results showing higher sales of US$6,209.4 million and net income of US$192.8 million, raised its full-year 2026 revenue guidance to about US$23.8 billion, updated second-half operating income and margin expectations, expanded its share buyback plans, and filed new shelf registrations including an ESOP-related common stock offering. An interesting angle is how margin gains in the E-Systems segment and IDEA-driven cost savings helped...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Adobe Stock Looks Cheap as AI Spending Reshapes US Large Cap Growth

When the Federal Reserve sends mixed signals on rates, inflation holds at 3.5% and jobs data softens, it can feel like the ground is shifting under every stock. That uncertainty can punish some companies, yet it can also spotlight others that appear better placed to handle choppy policy moves. This article walks through three large cap growth stocks exposed to these cross currents and explains why each might deserve a closer look right now. The three stocks covered next are just a sample, and...
NYSE:ARDT
NYSE:ARDTHealthcare

Ardent Health (ARDT) Could Be 8% Undervalued As Lower Earnings Reset Guidance

Ardent Health (ARDT) is in focus after second quarter 2026 results showed much lower net income and earnings per share than a year earlier, along with reduced full year earnings guidance for 2026. See our latest analysis for Ardent Health. Despite the earnings reset and lowered guidance, Ardent Health's recent share price return has been firm. The stock has recorded a 7 day gain of 8.25% and a year to date share price return of 33.68%. However, the 1 year total shareholder return is slightly...
NYSE:VIA
NYSE:VIASoftware

Via (VIA) Stock Can Revenue Growth Justify Ongoing Losses

Via Transportation stock added 3% today, a calm move for a company that just put a high growth, still loss making model back under the spotlight. The real story is not whether the stock popped or faded. It is whether investors believe the revenue engine and margin trajectory in this quarter are strong enough to justify paying up for a business that still reports losses. The headline from Via Transportation’s Q2 is clear. Revenue reached about US$136m and the adjusted earnings before interest,...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Is Allegro MicroSystems (ALGM) A Bargain As Strong Earnings And Guidance Lift Hopes?

Allegro MicroSystems (ALGM) has drawn fresh attention after reporting first quarter sales of US$259.24 million and net income of US$15.87 million, along with new guidance indicating higher net sales for the second quarter. See our latest analysis for Allegro MicroSystems. At a share price of US$43.77, Allegro MicroSystems has a year to date share price return of 62.65%, while the 1 year total shareholder return of 42.25% points to strong but recently cooling momentum. This follows a 30 day...
NYSE:AIZ
NYSE:AIZInsurance

Assurant (AIZ) Stock May Be A Bargain At Today’s Price

Assurant stock has delivered a strong 112.2% return over the past three years, yet the valuation signals are split, with the Excess Returns intrinsic value estimate suggesting the shares trade below intrinsic value while earnings based multiples point to a richer price. Assurant's 112.2% three-year return highlights how strongly the share price has rewarded long-term holders. Future valuation may be supported if the company can sustain reliable cash generation, although any pressure on...
NYSE:EHC
NYSE:EHCHealthcare

Encompass Health (EHC) Is Up 12.7% After Raising 2026 Guidance And Completing Major Buyback Program – Has The Bull Case Changed?

Encompass Health reported past second-quarter 2026 results with net operating revenue of US$1,597.4 million and net income of US$153.9 million, alongside higher earnings per share versus a year earlier. The company also raised its full-year 2026 revenue guidance and completed a long-running share repurchase program that has retired nearly one-tenth of its shares. We’ll now examine how Encompass Health’s raised 2026 revenue guidance shapes its investment narrative and what it may mean for...