U.S. Software Stock News

Rigetti Computing recently reported fourth-quarter 2025 results, with sales of US$1.87 million and a net loss of US$18.21 million, while reaffirming plans to deploy a 108-qubit system backed by an US$8.4 million contract with India’s Centre for Development of Advanced Computing. Beyond the headline contract, Rigetti’s push into chiplet-based modular quantum processors and improving gate fidelities suggests a focus on making its 108-qubit hardware more practically useful for research and...

Futu Holdings Limited has released its fourth-quarter and full-year 2025 results, reporting revenue of HK$6,438.47 million and net income of HK$3,390.49 million for the quarter, and full-year revenue of HK$22.85 billion with net income of HK$11.34 billion, all higher than the prior year. The sharp increase in basic earnings per share from continuing operations, rising from HK$39.44 to HK$81.36 over the year, highlights how efficiently Futu converted its expanded revenue base into shareholder...

Earlier this month, Verizon Communications outlined major cost-cutting plans, ongoing subscriber gains, and a revamped revenue reporting structure, while also presenting at the Optical Fiber Communication Conference 2026 in Los Angeles. Together with its long dividend record and move toward more transparent segment disclosure, these operational updates are reshaping how investors assess Verizon’s income profile and business mix. Next, we’ll examine how Verizon’s planned US$5 billion expense...

Innovative Industrial Properties (NYSE:IIPR) has resolved all pending litigation with PharmaCann, resulting in the turnover of certain properties. The company has moved ahead with retenanting returned assets and entered into new or tentative lease agreements, including with 4Front. These steps reshape IIPR's cannabis focused industrial real estate portfolio and clarify the status of several key properties. Innovative Industrial Properties, traded as NYSE:IIPR, focuses on owning and leasing...

Why Zebra’s new healthcare push matters for investors Zebra Technologies (ZBRA) has launched its Orchestrated Care framework and new DS82 HC Series scanner at the HIMSS26 health IT conference, putting fresh attention on how its healthcare focus could influence the stock. The announcement comes as Zebra embeds artificial intelligence into products and internal processes, while also working to manage margin pressures from memory costs and supply chain challenges. See our latest analysis for...

IREN (NasdaqGS:IREN) has signed a $9.7b contract with Microsoft to deliver GPU powered AI infrastructure. The agreement includes a substantial upfront cash component and plans tied to IREN’s 2 GW Sweetwater project. The deal shifts IREN further into AI cloud services alongside its existing Bitcoin mining operations. For you as an investor, this contract marks a clear shift in what IREN represents in the market. The company, currently trading at $44.94, now has direct exposure to a large...

Investors might be wondering whether Ferrari at around US$334 per share still lives up to its premium price tag, or if the recent pullback is creating a more interesting entry point. The stock is down around 3.5% over the past week, 11.8% over the past month, and 10.1% year to date. The 3 year and 5 year returns of 30.1% and 66.1% reflect a much stronger longer term picture. Recent headlines have focused on Ferrari as a high end brand in the auto sector and how its positioning differs from...

Lattice Semiconductor recently announced it has joined the NVIDIA Halos AI Systems Inspection Lab ecosystem, collaborating to build Holoscan Sensor Bridge-based designs that aim to improve safety, efficiency, and low-latency performance in real-world physical AI systems across vehicles and robotics. This partnership highlights Lattice’s role in shaping emerging best practices for AI-driven inspection and safety at the edge, potentially deepening its integration into advanced industrial and...

Lumentum Holdings and Marvell Technology plan to run a joint live demo at OFC 2026. The demonstration will show interoperability between Marvell’s high speed optical DSPs and modules and Lumentum’s Optical Circuit Switching platform. The setup is designed to create direct optical paths between endpoints in AI and cloud data centers, targeting efficiency, power, and latency benefits. Lumentum Holdings, NasdaqGS:LITE, is putting fresh attention on its role in AI and cloud infrastructure with...

Bitmine Immersion Technologies stock triggered by recent trading performance Bitmine Immersion Technologies (BMNR) has drawn fresh attention after a sharp daily move, with the stock up 13.9% over the past day and 13.0% over the past week, highlighting its recent trading momentum. See our latest analysis for Bitmine Immersion Technologies. Despite the sharp recent gains, the 90 day share price return of 25.5% and year to date share price return of 25.0% show that the latest move comes after a...

Coca-Cola (NYSE:KO) has announced that Maria Elena Lagomasino will retire from its board of directors after 18 years of service. Lagomasino, who has served as lead independent director since 2019, is expected to step down in connection with the company’s upcoming annual meeting. Her departure marks a governance shift for Coca-Cola, as the board prepares for a transition in one of its longest-serving independent oversight roles. Coca-Cola enters this board transition with its shares recently...

Earlier this month, BTIG reiterated its Buy view on Frontline after highlighting that more than 10% of the global VLCC fleet is currently stranded in the Arabian Gulf, constraining capacity and supporting tanker day rates and earnings potential. The broker also pointed to Frontline’s growing revenue and the possibility of higher cash returns via dividends and buybacks if robust tanker rates persist, underscoring how supply bottlenecks can strengthen the company’s cash flow profile. Next,...

If you are wondering whether Callaway Golf at around US$13.25 is still good value after a strong run, the key is understanding what the current price actually reflects. The stock has returned 13.1% year to date, including a 5.2% gain over the last 30 days. The 1 year return of 108.0% contrasts with a 36.8% decline over 3 years and a 53.6% decline over 5 years. Recent headlines have focused on how the share price recovery compares with its longer term track record and what that means for...

If you are wondering whether Flagstar Bank National Association's current share price reflects its true worth, this breakdown will help you make sense of what you are paying for. The stock last closed at US$12.45, with returns of 4.2% over the past year, but a 12.2% decline over the last 30 days and a 48.4% decline across three years. Recent coverage has focused on Flagstar Bank National Association as part of the wider US regional banking sector, with attention on how individual banks are...

Dave Board Member Andrea Mitchell has executed her largest sale of Dave shares to date under a Rule 10b5-1 trading plan. The transaction reduces her direct ownership stake in NasdaqGM:DAVE by more than 80%. The sale represents a meaningful change in insider ownership that had not been highlighted in recent coverage. For shareholders following NasdaqGM:DAVE, this shift in board-level ownership comes after a period of very large share price gains over the past 3 years, alongside a 140.4%...

The Morning Bull - US Market Morning Update Tuesday, Mar, 17 2026 E-mini S&P 500 futures are pointing higher this morning, up about 0.4%, as investors juggle mixed US factory data and rising pressure from the bond market. The NY Empire State Manufacturing Index sits at -0.2 in March, which means activity in New York factories has essentially stalled, a concern for jobs and overtime pay in industrial regions. At the same time, the 10 year US Treasury yield is holding near 4.24%, keeping...

Recent performance snapshot Plains All American Pipeline (PAA) has been relatively steady in the near term, with a 0.4% decline over the past day and a 1.9% decline over the past week. Looking slightly further out, the stock is up about 5.4% over the past month and 21% over the past 3 months, with a year-to-date return of 16.6% and a 1-year total return of 16%. See our latest analysis for Plains All American Pipeline. The recent pullback sits against a stronger backdrop, with a 30 day share...

Before looking at the numbers behind Royal Gold, it helps to get clear on what kind of investor this stock currently suits, especially if you are weighing up whether the current price reflects its underlying value or not. Over the last year the share price return is 62.9%, with 3 year and 5 year returns of 105.9% and 148.7% respectively. However, the shorter term has been choppier, with a 7 day return of an 11.2% decline, a 30 day return of a 12.5% decline, and a year to date return of...

Earlier this month, The Home Depot introduced what it calls the industry’s first real-time delivery tracker for large and bulky materials, giving Pro customers minute‑by‑minute visibility into truck routes, remaining stops, and precise arrival times via its app and website. This logistics upgrade deepens Home Depot’s digital ecosystem for professionals, directly targeting costly jobsite delays and potentially strengthening loyalty in complex, higher‑value projects. We’ll now examine how this...

United Therapeutics (UTHR) is back in focus after publishing full Phase 3 TETON-2 data on nebulized Tyvaso in the New England Journal of Medicine, and after unveiling a new US$2b share repurchase program. See our latest analysis for United Therapeutics. The TETON-2 publication and fresh US$2b buyback authorization come after a strong run, with a 12.8% 1 month share price return and a 65.45% 1 year total shareholder return. This suggests positive momentum rather than fading enthusiasm. If...

How Taiwan Semiconductor Manufacturing stock has been performing Taiwan Semiconductor Manufacturing (NYSE:TSM) has delivered a 1 year total return of 95.51%, alongside a past 3 months total return of 18.60% and a year to date return of 6.45%. Over shorter periods, the stock shows a 0.57% move over the past day, a 2.43% decline over the past week, and a 7.13% decline over the past month, with the last close at US$340.23. See our latest analysis for Taiwan Semiconductor Manufacturing. The share...

In its most recent trading session, which occurred before today, Freeport-McMoRan saw its performance supported by rising analyst expectations for a meaningful year-over-year earnings per share increase in the upcoming report. What stands out is that analysts have been revising their estimates higher, indicating increasing confidence in Freeport-McMoRan’s operations and profit potential, which appears to be influencing sentiment more than broader market moves. We’ll now examine how this...

Marriott International recently announced it has taken over management of The Resort at Kapalua Bay on Maui, which remains under existing ownership and is scheduled to join the St. Regis Hotels & Resorts portfolio in 2027 following renovation. This move expands Marriott’s luxury footprint in Hawaiʻi and folds the resort into the Marriott Bonvoy ecosystem, reinforcing its focus on high-end, experience-led travel. We’ll now examine how adding The Resort at Kapalua Bay to the future St. Regis...

Berkshire Hathaway (NYSE:BRK.B) has restarted share buybacks in March, the first repurchases since mid 2024. CEO Greg Abel has begun personally buying Berkshire Hathaway stock, his first disclosed insider purchases as chief executive. Abel has indicated he intends to keep purchasing shares while serving as CEO, signaling long term alignment with shareholders. Berkshire Hathaway is stepping back into the market for its own shares with the stock recently around $492.21. The company has a long...