U.S. Software Stock News

Coca-Cola (NYSE:KO) has paused the planned sale of its Costa Coffee business as the company prepares for a CEO transition and reassesses its portfolio. The company is undergoing a leadership reshuffle, including new senior roles such as a Chief Digital Officer and restructured market leadership teams. Separately, a U.S. tax court ruling found against Coca-Cola in a case related to profit shifting to a Cayman Islands entity, with potential financial and reputational consequences. Coca-Cola,...

Federal immigration agents detained employees at a Minnesota Target store, triggering protests and calls for a boycott. The incident has led to staff disruptions, reported employee absences, and heightened scrutiny from community and faith leaders. Community groups are pressing Target management for policy changes and a clearer corporate response on worker protections and cooperation with federal authorities. For investors watching NYSE:TGT, this is unfolding against the backdrop of...

LPL Financial Holdings (NasdaqGS:LPLA) has entered a partnership with Wealth.com to integrate estate planning technology into its advisor platform. The collaboration focuses on Wealth.com’s AI powered legal tools and digital estate planning workflows for advisors and their clients. LPL Financial operates as an independent broker dealer and investment advisory platform, supporting a large network of financial advisors and institutions. As more wealth transitions between generations, estate...

Procter & Gamble (NYSE:PG) is acquiring digestive health brand Wonderbelly, extending its presence into the digestive aid market. The company reports strong double-digit organic sales growth and higher market share in China through its premium Pampers Prestige diapers. Both moves highlight shifts in PG's product mix across health and baby care categories. For you as an investor, these updates sit at the intersection of consumer health and premium baby care, two areas where large brands can...

Rize Credit Union recently announced it has partnered with Upstart to use its AI-powered Referral Network, enabling Rize to offer fully digital personal loans to more consumers across California and support its community development efforts. This agreement strengthens Upstart’s role as a technology provider to credit unions, broadening its footprint in consumer lending through white-label, all-online loan origination. Next, we’ll look at how this new California-focused credit union...

Baidu’s Apollo Go and partner AutoGo have begun fully autonomous commercial ride-hailing operations on Abu Dhabi’s Yas Island, after securing one of the emirate’s inaugural permits for driverless fleets. At the same time, Baidu is reinforcing its AI credentials through rapid adoption of its Ernie assistant and the planned Hong Kong spin-off of its Kunlunxin chip unit, signaling a broad push across autonomous mobility and core AI infrastructure. We’ll explore how Baidu’s move into fully...

If you are wondering whether Regeneron Pharmaceuticals at around US$755 per share still offers value, you are not alone. The answer depends on how you look at its fundamentals versus its current price. Over the last week the stock returned 1.8%, while the 30 day return was a 3.8% decline and the year to date return sits at a 2.7% decline, with a 9.4% return over the past year and 50.1% over five years. Investors have been watching Regeneron closely as fresh company specific news and sector...

In January 2026, JFrog released findings from a Forrester Consulting Total Economic Impact study showing enterprises using its software supply chain security platform achieved stronger security, higher developer productivity, better audit readiness, and more efficient toolchains. An interesting insight from the study is that a modeled enterprise using JFrog’s unified platform saw very large estimated returns while cutting critical vulnerabilities and speeding remediation, underscoring the...

SEALSQ (NasdaqGS:LAES) has signed a memorandum of understanding with the Government of Gujarat and Kaynes SemiCon. The partners plan to establish India's first secure semiconductor center focused on post-quantum cryptography. The initiative aims to support India's digital security and semiconductor sovereignty and address demand for quantum resistant hardware. For SEALSQ, which focuses on secure semiconductor and post quantum security solutions, this agreement connects the company directly...

If you are wondering whether Analog Devices at around US$308.52 is offering fair value or asking too much, you are not alone. The stock has returned 2.1% over the past 7 days, 11.5% over 30 days, 12.7% year to date and 37.3% over 1 year, with a 90.3% return over 3 years and 125.6% over 5 years, which naturally raises questions about what is already priced in. Recent news coverage has focused on Analog Devices' position as a major US semiconductor company at a time when chips remain central...

Viatris (NasdaqGS:VTRS) has launched Inpefa, a dual SGLT1/2 inhibitor for heart failure, in the United Arab Emirates. This marks the company's first international commercial rollout of Inpefa. The launch introduces a first in class cardiovascular therapy to patients in the UAE. For you as an investor, this move highlights how Viatris is adding to its presence in branded treatments alongside its established portfolio. Cardiovascular care continues to be a major focus area for global...

LSI Industries (LYTS) has just posted Q2 2026 results with revenue of US$147.0 million and basic EPS of US$0.20, alongside trailing twelve month revenue of US$591.8 million and EPS of US$0.84 that frame the latest quarter against a fuller year of operations. The company has seen quarterly revenue move from US$147.7 million and EPS of US$0.19 in Q2 2025 to US$147.0 million and EPS of US$0.20 in Q2 2026, with net income shifting from US$5.6 million to US$6.3 million over the same period, while...

Pinterest (NYSE:PINS) has appointed Claude (Lee) Brown as Chief Business Officer to lead its global sales and advertising organization. The company has also launched a shoppable TV partnership with Roku, featuring an original series that connects Pinterest content to connected TV shopping. Pinterest, trading at $25.65, is rolling out these changes while carrying mixed recent return figures. The stock shows a 1-year decline of 21.9% and a 5-year decline of 62.6%. These developments can be...

In recent weeks, Vistra Corp. priced a US$2.25 billion private offering of senior secured notes maturing in 2031 and 2036, while also entering 20‑year power purchase agreements to supply more than 2,600 megawatts of zero‑carbon nuclear energy to support Meta’s operations. These long‑term, nuclear‑backed contracts with a major data‑center operator highlight how Vistra is tying its generation fleet directly to rising AI‑driven electricity demand. We’ll now examine how Vistra’s long‑dated...

Rezolve AI PLC recently completed a registered direct offering of 62,500,000 ordinary shares at US$4.00 each, raising US$250,000,000 to fund sales expansion, M&A opportunities, and general corporate needs. An interesting angle for investors is how this sizeable capital raise, following very large revenue growth guidance for 2026, may reshape perceptions of Rezolve AI’s business scale and funding approach. We’ll now examine how this large discounted equity raise influences Rezolve AI’s...

If you are wondering whether DXP Enterprises' current share price lines up with its underlying value, you are not alone. This article walks through what the numbers actually say. With the stock at US$132.09 and recent returns of 9.4% over 7 days, 14.4% over 30 days, 22.6% year to date and 23.4% over 1 year, many investors are reassessing both the growth potential and the level of risk they are comfortable with. DXP Enterprises has also been in the news for its role as a distributor and...

Alibaba Group Holding is preparing an initial public offering of its T-Head semiconductor unit. The company is restructuring T-Head into a partly employee-owned business ahead of the listing. The move targets value creation in Alibaba's AI and chipmaking operations within China's semiconductor and AI ecosystem. Alibaba Group Holding (NYSE:BABA), currently trading at $177.18, is putting more focus on its semiconductor ambitions through T-Head. The stock has returned 109.2% over the past year...

HCI Group’s board of directors has declared a regular quarterly cash dividend of US$0.40 per common share, payable on March 20, 2026 to shareholders of record as of February 20, 2026. This dividend decision comes as the company reports very large two-year growth in book value per share and strong expansion in net premiums earned, underlining its reinforced capital position. Next, we’ll examine how this cash dividend declaration, against a backdrop of strong capital growth, shapes HCI Group’s...

Huntington Bancshares (HBAN) is back in focus after fourth quarter results came in slightly below analyst expectations, while management paired that short term disappointment with upbeat guidance tied to recent acquisitions. See our latest analysis for Huntington Bancshares. The mixed reaction to earnings and acquisition updates has fed into recent trading, with a 1-day share price return showing a 6.02% decline and a softer 7-day share price return showing a 2.11% decline. However, the...

Builders FirstSource (BLDR) is back in focus as optimism around its outlook picks up, with better housing data and potential interest rate easing supporting a rebound in sentiment despite ongoing margin and housing headwinds. See our latest analysis for Builders FirstSource. At a recent share price of $125.25, Builders FirstSource has seen a 21.96% 1 month share price return and a 19.71% year to date share price return. However, its 1 year total shareholder return shows a 25.50% decline...

EPAM Systems (NYSE:EPAM) has entered into a partnership with Cursor to expand its enterprise generative AI capabilities. The company has introduced several new AI agents on Google Cloud Marketplace as part of this effort. These moves are aimed at supporting enterprise clients that are adopting generative AI solutions. EPAM Systems is leaning into AI driven services at a time when many enterprises are experimenting with generative tools and automation. The stock last closed at $219.05, with...

Walmart (WMT) is back in focus after its addition to the Nasdaq-100 Index, leadership moves toward tech and e-commerce, and the launch of a Premium Musical Instrument Shop on Walmart Marketplace. See our latest analysis for Walmart. Those tech focused moves and category expansions sit against a share price of $117.83, with a 30 day share price return of 5.57% and a 90 day share price return of 10.98%. The 1 year total shareholder return of 25.54% and very large 3 year and 5 year total...

Lincoln Electric Holdings (NasdaqGS:LECO) was recently recognized for its financial health and competitive advantages after passing a respected quality investing screen. The screen highlights companies with resilient balance sheets, consistent execution, and durable business models. This recognition singles out Lincoln Electric’s long term positioning in welding, cutting, and joining solutions as especially robust. Lincoln Electric focuses on arc welding equipment, consumables, and...

If you are trying to work out whether United Therapeutics at about US$472 per share looks expensive or reasonable, you are in the right place. The stock has been flat over the last 7 days, with a 7.5% decline over the past month and a 5.0% decline year to date, set against a 26.9% return over 1 year, 78.7% over 3 years and 187.2% over 5 years. Recent coverage around United Therapeutics has focused on how the company is positioned within the pharmaceuticals and biotech space and how investors...