U.S. Software Stock News

In recent days, Alphabet’s Google has rolled out and expanded its Gemini 3 AI model, deepened AI deployments across cloud, government, and consumer products, and moved toward commercializing its custom Tensor Processing Units while facing fresh EU probes and copyright complaints over AI content use. Together with new initiatives such as YouTube payouts in PayPal’s PYUSD stablecoin and carbon-removal purchases from Ebb, these moves highlight Alphabet’s push to monetize AI across hardware,...

With the business potentially at an important milestone, we thought we'd take a closer look at Strata Critical Medical...

On December 1, 2025, CoreCivic amended its credit agreement, lifting revolving credit commitments by US$300 million to US$575 million within a US$700 million facility while leaving pricing unchanged and maintaining maturity in October 2028. At the same time, CoreCivic faces heightened political pressure as Democratic lawmakers urge a federal investigation into its no-bid immigration detention contracts, putting its dependence on government detention revenue under a harsher spotlight. Next,...

The Morning Bull - US Market Morning Update Friday, Dec, 12 2025 US stock futures are pointing slightly higher this morning, with benchmark contracts up around 0.1 percent as investors weigh easier central bank policy against signs of a cooling US economy. The Federal Reserve has already cut its main rate by a quarter of a percentage point and plans to buy 40 billion dollars of short term government debt. This should make mortgages, car loans and business borrowing a bit cheaper. At the same...

The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...

If you are wondering whether Venture Global at around $6 a share is a bargain in disguise or a value trap, you are not alone. This breakdown is designed to help you cut through the noise. The stock has slid sharply, down about 11.1% over the last week, 17.1% over the past month, and 74.0% year to date. This has many investors reassessing both its upside potential and risk profile. Recent headlines around Venture Global have focused on project execution milestones, regulatory developments,...

Freightos Limited ( NASDAQ:CRGO ) shares have had a horrible month, losing 27% after a relatively good period...

Generally, when a single insider buys stock, it is usually not a big deal. However, when several insiders are buying...

If you are wondering whether Occidental Petroleum is a bargain or a value trap at current levels, this breakdown will walk you through what the numbers are really saying about the stock. The share price has slipped recently, down 3.4% over the past week, 1.6% over the last month and 17.3% year to date, while longer term 5 year holders are still sitting on a 128.0% gain. Those moves are happening against a backdrop of ongoing energy market volatility, shifting expectations for interest rates,...

Those holding Live Ventures Incorporated ( NASDAQ:LIVE ) shares would be relieved that the share price has rebounded...

In recent days, Strategic Education was affected by weaker consumer spending data and softer sentiment ahead of the Federal Reserve’s latest policy decision, pressuring education-related consumer stocks. Separately, Heritage Valley Health System School of Nursing’s new partnership with Sophia Learning, a Strategic Education unit, highlights growing demand for flexible, lower-cost online pathways into nursing careers. We’ll now explore how softer consumer spending and the Sophia Learning...

Earlier this month, UBS initiated coverage of Liberty Energy Inc., highlighting the company’s growing distributed power business and its position as a major North American hydraulic fracturing provider. UBS’s focus on Liberty Power Innovations’ plan to build hundreds of megawatts of new distributed generation capacity underscores how power solutions are becoming a more central part of Liberty’s long-term story beyond traditional frac services. We’ll now examine how UBS’s emphasis on...

Wondering if Southern is still a sensible buy at today’s price, or if the market has finally run ahead of itself? Let’s unpack what the numbers are really saying about its value. Despite a solid multi year run, with the share price up roughly 34.3% over 3 years and 67.6% over 5 years, the stock has cooled more recently, slipping about 3.0% over the last week and 7.0% over the past month while still sitting 5.0% higher than a year ago. Recent market attention has centered on Southern’s major...

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 31st of...

Veeva Systems (VEEV) has quietly slipped about 23% over the past month and roughly 17% in the past 3 months, even as its underlying revenue and earnings continue to grow at a double digit clip. See our latest analysis for Veeva Systems. That slump leaves Veeva’s latest share price at $229.49, and while the 30 day share price return of approximately negative 23% looks sharp, it comes after a solid year to date share price gain and a three year total shareholder return above 35%. This suggests...

Morgan Stanley is leaning into a 2026 rebound in sponsor led deals, and Houlihan Lokey (HLI) sits squarely in that slipstream as investors reassess the earnings power of fee driven advisory franchises. See our latest analysis for Houlihan Lokey. At around $179.87, Houlihan Lokey’s share price has cooled off from its recent highs. A weak 3 month share price return contrasts sharply with a powerful 3 year total shareholder return that signals longer term momentum is still very much intact. If...

Some CDW Corporation ( NASDAQ:CDW ) shareholders may be a little concerned to see that the Chief Growth & Innovation...

Stagwell (STGW) just pushed deeper into AI with NewVoices.ai, a lifelike sales and support platform that promises personalized, always on customer interactions and a fresh revenue stream at the center of its marketing tech strategy. See our latest analysis for Stagwell. Despite the buzz around NewVoices.ai and other recent leadership moves in its communications and research units, Stagwell’s 30 day share price return of 18.53% comes off a tougher backdrop. The 1 year total shareholder return...

In early December 2025, DTE Energy updated its bylaws on shareholder proposals, announced the upcoming retirement of a senior executive, increased its quarterly dividend to US$1.165 per share, and became a focal point in a contentious Michigan regulatory review over power contracts for a planned US$7.00 billion AI data center supported by Oracle and OpenAI. The combination of stricter shareholder-meeting rules, governance changes, and high-profile data center scrutiny highlights how DTE’s...

Sprouts Farmers Market (SFM) has been on a bumpy ride lately, with the stock sliding over the past 3 months even as revenue and earnings continue to grow at a steady mid single digit pace. See our latest analysis for Sprouts Farmers Market. That recent pullback, including a sharp 90 day share price return of minus 41.23 percent and a year to date share price return near minus 40 percent, has knocked momentum back, even though the five year total shareholder return of 293.11 percent still...

Terns Pharmaceuticals has completed an upsized follow-on equity offering of 16,250,000 common shares at US$40 each, raising about US$650 million, after presenting updated CARDINAL Phase 1 data for TERN-701 in previously treated chronic myeloid leukemia at the ASH 2025 meeting. The new data, showing high major molecular response rates with a favorable safety profile in heavily pre-treated patients, has effectively repositioned TERN-701 as a potential next-generation competitor to existing CML...

User interest in EMCOR Group (EME) has picked up after analyst upgrades, a stronger Zacks Rank, and refreshed earnings estimates put the spotlight back on its earnings momentum and potential valuation gap. See our latest analysis for EMCOR Group. Those upbeat revisions come after a powerful run, with EMCOR’s share price up strongly on a year to date basis and backed by an exceptional multi year total shareholder return. This suggests that momentum is still very much intact. If EMCOR’s move...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Arm Holdings (NasdaqGS:ARM) is back in focus after management doubled down on AI infrastructure, spotlighting its Neoverse V-Series CPUs and confirming plans for a dedicated AI chip division with prototypes targeted for 2025. See our latest analysis for Arm Holdings. Despite the buzz around Arm’s AI roadmap, the stock has cooled off lately, with a 30 day share price return of minus 9.08 percent and a 1 year total shareholder return of minus 8.01 percent, suggesting momentum has faded after an...