U.S. Software Stock News

Olin stock in focus after recent performance shift Olin (OLN) is back on investor radars after a strong past 3 months, with the stock showing a 25.12% total return and a 43.999% total return over the past year. See our latest analysis for Olin. The recent 7 day share price return of 6.93% builds on a 90 day share price return of 25.12%. This contrasts with a 3 year total shareholder return decline of 43.72%, suggesting momentum is more recent and investors are reassessing risk and recovery...

Teradyne (TER) drew renewed attention after reporting strong first quarter 2026 results, with Semiconductor Test performance closely linked to AI demand, AI-related revenue accounting for a clear majority of total sales, and earnings exceeding expectations. See our latest analysis for Teradyne. The share price has been volatile around these results, with a 1-day share price return of a 2.31% decline and a 7-day share price return of a 16.06% decline. However, momentum over longer periods...

Q1 2026 earnings shift Alnylam’s story Alnylam Pharmaceuticals (ALNY) has just posted first quarter 2026 results that moved from a net loss to a net profit, with combined net product revenues above US$1 billion and a 121% year-over-year increase. See our latest analysis for Alnylam Pharmaceuticals. Despite the strong Q1 results and recent analyst commentary, Alnylam’s 1-month share price return of 6.56% and year to date share price return of 25.55% are negative, even as the 5-year total...

Hertz Global Holdings (HTZ) has drawn fresh investor attention after two new partnerships, one with The Home Depot focused on military customers and another with Uber through Oro Mobility, expanded its reach beyond traditional airport rentals. See our latest analysis for Hertz Global Holdings. The recent partnerships with The Home Depot and Uber come as the stock trades at $5.81, with an 11.3% year to date share price return but a 6.3% decline in 1 year total shareholder return and a 64.4%...

Hut 8 Corp. recently closed a US$3.25 billion offering of 6.192% senior secured notes due 2042 to fund construction of a 245-megawatt turnkey data center at its River Bend campus, while also replacing its prior bitcoin-backed credit facility with a new US$200 million, 7.0% facility from FalconX. The bond’s investment-grade status, oversubscription, and non-recourse, non-dilutive structure, combined with lower-cost bitcoin-backed financing, mark a significant shift in how Hut 8 is funding its...

DICK'S Sporting Goods, Inc. recently announced a partnership with Adobe Inc. to use AI and Adobe’s enterprise tools to deliver personalized, conversational “digital coach” experiences for athletes across its mobile app and other customer touchpoints. The collaboration also aims to overhaul DICK’S content supply chain with Adobe GenStudio, Workfront, and Firefly Services, allowing the retailer to create and adapt on-brand marketing content faster across channels while maintaining consistent,...

Arrowhead Pharmaceuticals (ARWR) is back in focus after Australia’s Therapeutic Goods Administration approved REDEMPLO (plozasiran) to treat adults with familial chylomicronemia syndrome, extending the drug’s reach beyond the United States, Canada, and China. See our latest analysis for Arrowhead Pharmaceuticals. Those regulatory wins appear to be reflected in the share price, with a 25.17% 1 month share price return and a 12.69% year to date share price return, alongside a 1 year total...

Amazon.com, Inc. (NasdaqGS:AMZN) has launched Amazon Supply Chain Services, opening its logistics network to all businesses. The new offering extends Amazon's freight, distribution, fulfillment, and parcel shipping capabilities beyond marketplace sellers. Customers including Procter & Gamble, 3M, Lands' End, and American Eagle have already signed on to use the service. For investors, this move takes Amazon beyond its core role as an e commerce and cloud services company into the broader...

Leadership changes and refinancing draw attention to Wolfspeed Wolfspeed (WOLF) has moved back onto investors’ radar as the company refreshes its leadership team, restructures debt, and prepares to report fiscal third quarter results on May 5, 2026. The stock recently reached a 52 week high after a rally of about 25% over the past month, coinciding with new executive appointments in legal, global affairs, communications, and key international markets, along with a sizeable refinancing of...

Amgen (AMGN) is back in focus after a busy few weeks, with Q1 2026 earnings above market estimates, higher full year revenue guidance, and a fresh US$300 million expansion of its Puerto Rico biologics facility. See our latest analysis for Amgen. Despite the strong Q1 beat and higher guidance, recent share price momentum has cooled, with a 7 day share price return of 4.8% and a 30 day return of 6.9%, while the 1 year total shareholder return of 19.3% and 3 year total shareholder return of...

Skyworks Solutions (SWKS) has been back on traders’ screens after a 12% one day jump, sparked by stronger sentiment toward wireless chips following upbeat results from a major mobile-chip peer and short-covering activity. See our latest analysis for Skyworks Solutions. That 12% one day spike sits on top of a 30 day share price return of 24.75% and a 90 day share price return of 23.10%, which contrasts with a 5 year total shareholder return decline of 52.35%. Momentum has recently turned more...

Event driven update on Tango Therapeutics Tango Therapeutics (TNGX) has been in focus after appointing Malte Peters as CEO, shifting former CEO Barbara Weber to Executive Chair, signing a supply agreement with ERAS for pan RAS, and outlining upcoming pivotal trials. See our latest analysis for Tango Therapeutics. The stock has been volatile around these company updates, with a 1-day share price return of 8.25% and a 90-day share price return of 80.96%, while the 1-year total shareholder...

In April 2026, State Street Corporation announced it intends to deliver a tokenized fund servicing capability from Luxembourg by the end of 2026, extending its fund administration, custody, and transfer agency services to support digitally native funds alongside traditional vehicles through its Digital Asset Platform. This move highlights State Street’s effort to integrate tokenized and traditional fund structures within a single operating model, potentially reshaping how institutional...

In late April 2026, DoorDash expanded DashPass benefits into Canada through an enhanced partnership with Lyft and added more than 1,000 Empire Company grocery and convenience stores across 10 provinces to its marketplace, while also rolling out SNAP/EBT payments for online Kroger grocery orders at nearly 2,700 U.S. locations. Together, these moves extend DoorDash’s membership perks beyond food delivery, deepen its presence in everyday grocery spending across North America, and broaden access...

Event context and recent share performance Lithia Motors (LAD) has drawn fresh attention after recent share price moves, with the stock down about 15% year to date but up roughly 12% over the past month. Over the past 3 months, Lithia Motors has recorded a total return decline of about 14%, while its 1 year total return is slightly negative despite a 3 year total return above 30%. See our latest analysis for Lithia Motors. At a share price of $282.02, Lithia Motors has recently seen a 12% 1...

Applied Digital (APLD) stock is back in focus after the company closed a US$300 million senior secured bridge facility led by Goldman Sachs, funding continued build out of its third AI focused data center. See our latest analysis for Applied Digital. The stock’s recent moves reflect that backdrop, with a 6.20% 1 day share price return and 45.07% 30 day share price return building on very large 1 year and multi year total shareholder returns, despite a slightly negative 90 day share price...

AI expansion and new partnerships put Magnite in focus Magnite (MGNI) has drawn fresh attention after expanding AI capabilities in its SpringServe video platform and deepening partnerships with Hearst News, Disney Advertising and Publicis Media Exchange for premium programmatic campaigns. See our latest analysis for Magnite. These AI announcements land after a strong recent run, with a 30 day share price return of 14.21% and a 90 day share price return of 18.09%. The 1 year total shareholder...

Keel Infrastructure (KEEL) is back in focus after a government concession cleared the way for its pivot from bitcoin mining toward AI and high performance computing data centers, a shift analysts have started to spotlight. See our latest analysis for Keel Infrastructure. Keel Infrastructure's recent government concession and pivot toward AI focused data centers has come alongside a 64.14% 30 day share price return and a very large 1 year total shareholder return, although the 5 year total...

In late April 2026, DigitalOcean introduced its AI-Native Cloud and Inference Engine, an integrated five-layer platform built specifically for large-scale AI inference and agentic workloads, now generally available and already supporting production deployments for customers like Higgsfield AI, Hippocratic AI, ISMG, Bright Data, and LawVo. By unifying managed agents, data services, inference routing, and AI-ready infrastructure with an emphasis on open-source models and lower measured...

CDW (CDW) has drawn fresh attention after reshaping its reporting into Commercial, Government and Education segments and appointing Hang Tan as Chief Strategy and Transformation Officer, signaling a coordinated shift in how the business is organized. See our latest analysis for CDW. At a share price of US$135.30, CDW has recently posted a 10.89% 1 month share price return and 7.24% 3 month share price return. However, its 1 year total shareholder return of 17.0% decline shows that longer term...

Legend Biotech (LEGN) has drawn fresh attention after recruiting a group of advisors in oncology, immunology, and cell therapy, a move aimed at sharpening its next generation pipeline and long term research priorities. See our latest analysis for Legend Biotech. The stock has picked up strong short term momentum, with a 1 day share price return of 12.34% and a 90 day share price return of 59.06%. However, the 1 year total shareholder return stands at a 20.66% decline, so recent gains contrast...

In recent weeks, Photronics drew renewed attention after passing a price‑momentum screen and receiving upbeat analyst coverage highlighting its current strength in the semiconductor photomask market. What stands out is the combination of positive momentum signals and broadly favorable analyst recommendations, which together suggest increasing confidence in how the company is positioned within semiconductor materials and equipment. Next, we will examine how this analyst optimism about...

In April 2026, Huntington Bancshares reported first-quarter net income of US$523 million, maintained its US$0.155 quarterly common dividend, detailed a series of preferred stock dividends, and launched a new up-to-US$3.00 billion share repurchase program after completing US$250 million of an earlier buyback. The quarter highlighted how the Cadence and Veritex acquisitions drove strong revenue growth and a larger balance sheet while integration costs and higher credit provisions limited...

Daqo New Energy (DQ) just reported first quarter 2026 results that combined sharp revenue contraction, wider net losses and ongoing cash burn, while management kept a cautious tone but pointed to possible policy driven price support. See our latest analysis for Daqo New Energy. Daqo New Energy’s recent earnings and guidance arrived after a weak share price stretch, with a 90 day share price return of 14.63% and a year to date share price return of 32.74% decline, but a 1 year total...