U.S. Software Stock News

Major tech companies, led by Microsoft, plan around $650b of AI infrastructure capital spending in 2026. Microsoft is advancing its own Maia 200 AI accelerator chip while expanding AI partnerships across cloud, security, utilities, and workplace management. The scale and mix of this AI build out are reshaping how enterprises buy and use technology platforms and services. Microsoft, ticker NasdaqGS:MSFT, is taking a central role in this AI build out while its share price sits at $401.14. The...

In January 2026, Xcel Energy signed a memorandum of understanding with a NextEra Energy subsidiary to co-develop generation, storage and transmission projects aimed at serving large power users such as data centers across Xcel’s service territories through the 2030s. This agreement highlights how digital infrastructure demand is increasingly shaping utility planning, with NextEra positioned as a key partner in enabling grid upgrades for large-load customers. Next, we’ll examine how this...

Ameresco (AMRC) is back on radar after a sharp 16.1% gain in the latest session, putting fresh attention on how its energy solutions business, revenue profile, and recent returns stack up for interested investors. See our latest analysis for Ameresco. That 16.1% 1 day share price jump to US$30.92 stands out against a softer 90 day share price return of 13.9% and a flat year to date move. The 1 year total shareholder return of 49.16% also contrasts with weaker 3 and 5 year total shareholder...

Netflix, ticker NasdaqGS:NFLX, is under an expanded US Department of Justice antitrust investigation tied to its proposed $82.7b acquisition of Warner Bros. Discovery. The probe now covers both the merger and Netflix's broader business practices, with Senate and regulatory hearings putting the deal and the company under intense public scrutiny. This review comes as Netflix trades at $82.2, with the stock showing a 136.6% return over 3 years, a 47.7% return over 5 years, and an 18.9% decline...

Event-driven snapshot of Aktis Oncology Aktis Oncology (AKTS) has drawn investor attention after recent trading, with the stock closing at US$18.98 and showing negative returns over the past week, month and year to date. See our latest analysis for Aktis Oncology. The recent 1 day share price return of a 3.01% decline, alongside 7 day and year to date share price returns of 13.65% and 15.27% declines, points to fading short term momentum after earlier optimism. Current moves likely reflect...

In early February 2026, Disney’s board named long-time parks chief Josh D’Amaro as the next CEO and elevated Dana Walden to President and Chief Creative Officer, while Chase and Disney introduced the Disney Inspire Visa Card with new rewards tied to theme parks, cruises and streaming services. Together, these moves highlight how Disney is leaning on its Experiences segment and direct-to-consumer ecosystem to deepen guest engagement across parks, cruises, content and payments. We’ll now...

Eli Lilly (NYSE:LLY) agreed to acquire Orna Therapeutics in a deal valued at up to US$2.4b. The transaction focuses on circular RNA based cell therapies for autoimmune diseases and cancer. Lilly also entered a major collaboration with Innovent Biologics to develop and commercialize oncology and immunology drugs globally. Innovent is eligible for milestone payments tied to development, regulatory, and commercial progress. Eli Lilly, best known recently for its obesity and diabetes portfolio,...

Broadcom (NasdaqGS:AVGO) has introduced what it describes as the industry's first unified Wi-Fi 8 access point and switch solution for AI-ready enterprise networks. The launch brings together Wi-Fi 8 connectivity, integrated analytics, end-to-end security, and AI acceleration in a single enterprise-focused offering. The new platform targets enterprises that are scaling AI workloads and high-bandwidth applications across campuses, branches, and data rich environments. For you as an investor,...

The board of Universal Corporation ( NYSE:UVV ) has announced that it will pay a dividend on the 4th of May, with...

Why Stride's latest earnings and guidance matter for investors Stride (LRN) just paired its second quarter earnings release with fresh revenue guidance for the third quarter and full fiscal year 2026, giving investors new data on both recent performance and management expectations. See our latest analysis for Stride. Stride's earnings release and revenue guidance have come alongside a strong run in the share price, with a 30 day share price return of 25.2% and a year to date share price...

F&G Annuities & Life, founded in 1959 and serving about 677,000 policyholders, has seen very large net premium expansion over the past two years, while Wall Street currently expects strong book value per share growth over the next 12 months. These trends, alongside the company’s upcoming fourth quarter and full-year 2025 earnings release and webcast scheduled for February 19–20, 2026, are drawing increased attention to how effectively F&G converts premium growth into capital. We’ll now...

Earlier in February 2026, Flex Ltd. reported third-quarter fiscal 2026 results showing year-on-year sales growth to US$7.06 billion, modestly lower net income of US$239 million, and slightly reduced diluted EPS, while also lifting full-year revenue guidance and issuing upbeat fourth-quarter sales expectations. Alongside these results, management reaffirmed its focus on maintaining an investment‑grade balance sheet while pursuing accretive M&A and opportunistic share repurchases, signalling...

GE Vernova (NYSE:GEV) has secured new power technology deals tied to rising data center demand in North America. Recent agreements include a gas turbine manufacturing reservation with Maxim Power for a large Alberta project. The company also entered a long term alliance with Xcel Energy covering natural gas, wind turbines, and grid modernization initiatives extending into the 2030s. GE Vernova is moving deeper into the power needs of the digital economy, with fresh projects aimed at serving...

Pagaya Technologies Ltd. ( NASDAQ:PGY ) shareholders that were waiting for something to happen have been dealt a blow...

In early February 2026, Merck reported full-year 2025 sales of US$65.01 billion and earnings per share of US$7.28, issued 2026 sales guidance of US$65.5–67.0 billion, confirmed a US$0.85 quarterly dividend, and secured Health Canada approval for its RSV monoclonal antibody ENFLONSIA for newborns and infants. Together, these updates highlight how Merck is pairing late-stage pipeline progress in areas like RSV with ongoing cash returns and clearer revenue visibility. We’ll now examine how...

Why Pool (POOL) is on investors’ radar today Pool (POOL) is drawing attention after recent share price moves, with the stock last closing at $266.16. For investors, the key question is how that price lines up with today’s fundamentals. See our latest analysis for Pool. The recent 1-day share price return of 3.35% and year to date share price return of 15.87% suggest momentum has picked up, even though the 1-year total shareholder return of 19.08% and 3-year total shareholder return of 26%...

Chevron (NYSE:CVX) announces a broad reshuffle of senior leadership, including upcoming retirements and new appointments across business development, supply & trading, strategy, and upstream operations. The company also begins new international energy partnerships, including a memorandum of understanding to explore offshore opportunities in Syria and expanded talks in other OPEC linked countries. These moves are presented as part of a coordinated effort to align leadership responsibilities...

Carrier Global Corporation recently reported fourth-quarter 2025 results showing revenue of US$4,837 million and net income of US$53 million, while also completing a multi-year share repurchase totaling 114,888,374 shares for US$6.77 billion under its 2021 authorization. Alongside softer residential and light commercial HVAC demand, the company filed a US$3.06 billion shelf registration for over 50 million common shares and introduced a generative AI feature, “Tell Me More,” within its...

Cboe Global Markets (CBOE) is back in focus after reporting record net revenue and adjusted earnings for the fourth quarter and full year, topping analyst forecasts and highlighting strong derivatives trading activity. See our latest analysis for Cboe Global Markets. The latest record results arrive as Cboe’s share price sits at $273.36, with a 10.18% year to date share price return and a 30.97% 1 year total shareholder return suggesting momentum has been building over time rather than...

California Water Service Group recently declared its 324th consecutive quarterly dividend of US$0.3350 per share, payable on February 20, 2026, to shareholders of record as of February 9, 2026, and announced its intent to lift the annual dividend to US$1.34 per share. This planned 8% annual dividend increase versus the prior year’s regular dividend signals a clear emphasis on returning more cash to shareholders. We’ll now examine how this higher planned dividend payout shapes California...

Recent commentary on Strategic Education (STRA) focuses on a five year decline in earnings per share alongside revenue growth, subdued 4.3% domestic student expansion, and expectations for flat free cash flow margins. These factors raise questions about profitability momentum. See our latest analysis for Strategic Education. Over the past year, the share price has been relatively flat overall, with a 3.54% year to date share price return and a 16.28% decline in total shareholder return over...

As the United States stock market kicks off February with a strong surge, evidenced by the Dow Jones Industrial Average's 515-point gain and the S&P 500 nearing record highs, investors are keenly observing which stocks could be undervalued amidst this positive momentum. In such an environment, identifying stocks that may be priced below their intrinsic value can present opportunities for investors looking to capitalize on potential growth while navigating current economic developments.

As February begins, major U.S. stock indexes have started the month on a high note, with the Dow Jones Industrial Average adding 515 points and the S&P 500 nearing record levels. In this buoyant market environment, investors often look for growth companies with significant insider ownership as these stocks can indicate strong confidence from those closest to the business.

The U.S. stock market kicked off February with a strong performance, as major indexes like the Dow Jones and S&P 500 posted significant gains. Amidst this backdrop of optimism, investors are exploring various opportunities across different market segments. While penny stocks might seem like a throwback to earlier trading days, they continue to offer intriguing possibilities for those interested in smaller or emerging companies with potential growth prospects.