U.S. Software Stock News

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...

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...

A week ago, Tutor Perini Corporation ( NYSE:TPC ) came out with a strong set of quarterly numbers that could...

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...

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...

Investors in Northwest Natural Holding Company ( NYSE:NWN ) had a good week, as its shares rose 3.2% to close at...

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,...

It's been a good week for Louisiana-Pacific Corporation ( NYSE:LPX ) shareholders, because the company has just...

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...

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...

Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...

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...

It's been a good week for Spire Inc. ( NYSE:SR ) shareholders, because the company has just released its latest...

In late July 2026, Porch Group, Inc. reported second-quarter sales of US$140.88 million and net income of US$5.6 million, alongside filing a US$28.428 million shelf registration for 2,300,000 common shares tied to an ESOP-related offering. The combination of stronger quarterly profitability, higher full-year guidance and an ESOP-linked shelf filing highlights how Porch is pairing operational progress with added flexibility in its capital structure and employee incentives. With Porch...

Palvella Therapeutics earnings and new shelf filing set the tone Palvella Therapeutics (PVLA) reported second quarter 2026 results on 4 August, with net loss and loss per share both wider than a year earlier. The company also filed a new shelf registration tied to an ESOP related offering. See our latest analysis for Palvella Therapeutics. The earnings release and new ESOP related shelf registration came alongside very strong momentum in Palvella Therapeutics' stock. The latest close at...

Last week, you might have seen that Kennametal Inc. ( NYSE:KMT ) released its full-year result to the market. The early...

Jewett-Cameron Trading Company Ltd. ( NASDAQ:JCTC ) insiders who purchased shares in the last 12 months were richly...

The investors in J&J Snack Foods Corp. 's ( NASDAQ:JJSF ) will be rubbing their hands together with glee today, after...

SPX Technologies, Inc.'s ( NYSE:SPXC ) stock was strong after they recently reported robust earnings. We did some...

We wouldn't blame Federal Signal Corporation ( NYSE:FSS ) shareholders if they were a little worried about the fact...

Diodes Incorporated ( NASDAQ:DIOD ) investors will be delighted, with the company turning in some strong numbers with...

Digi International Inc. ( NASDAQ:DGII ) investors will be delighted, with the company turning in some strong numbers...

A week ago, Caterpillar Inc. ( NYSE:CAT ) came out with a strong set of second-quarter numbers that could potentially...

Investors in The Carlyle Group Inc. ( NASDAQ:CG ) had a good week, as its shares rose 3.8% to close at US$47.79...