U.S. Software Stock News

NYSE:MLM
NYSE:MLMBasic Materials

Did DA Davidson’s Downgrade and 2026 Quikrete Timeline Just Shift Martin Marietta’s (MLM) Investment Narrative?

In recent days, DA Davidson downgraded Martin Marietta Materials from Buy to Neutral, citing reduced aggregate pricing potential, slower infrastructure bidding, uncertainty around upcoming surface transportation authorizations, and possible softness in private construction markets. At the same time, Martin Marietta Materials confirmed its regular quarterly dividend and reiterated that its asset exchange with Quikrete is now expected to close in early 2026, underscoring a continued shift...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Does Nvidia’s CES Spotlight Sharpen or Blur Serve Robotics’ (SERV) Physical AI Investment Narrative?

At CES earlier this month, Nvidia CEO Jensen Huang highlighted Serve Robotics as a leading example of “physical AI,” pointing to its more than 2,000 sidewalk delivery robots and partnerships such as DoorDash as part of a broader shift toward autonomous delivery. This spotlight positions Serve Robotics at the center of investor attention on real-world applications of AI, even as the company remains in a growth and non-profitable phase. With Nvidia’s high-profile endorsement of Serve...
NYSE:CBZ
NYSE:CBZProfessional Services

Is CBIZ (CBZ) Using Its Leadership Transition to Recalibrate the Financial Services Strategy?

CBIZ, Inc. announced that Chris Spurio will step down as President of Financial Services effective January 31, 2026, and then remain with the company as a consultant through December 31, 2026. This leadership transition, alongside fresh analyst attention on CBIZ, has sharpened investor focus on how the firm will manage its financial services operations and broader advisory platform. We’ll now examine how Spurio’s planned departure and continued consulting role may influence CBIZ’s investment...
NYSE:DDS
NYSE:DDSMultiline Retail

Did Saks’ Bankruptcy and Soft Metrics Just Shift Dillard's (DDS) Luxury Department Store Narrative?

In recent days, department store chain Dillard's has come under pressure after competitor Saks filed for bankruptcy, reigniting worries about the long‑term health of luxury department stores. The reaction has drawn attention to underlying issues at Dillard's, including flat store numbers, soft same‑store sales, and pressure on earnings per share. Next, we’ll examine how concerns about luxury department stores’ viability, highlighted by Saks’ bankruptcy, shape Dillard’s broader investment...
NYSE:ABM
NYSE:ABMCommercial Services

How ABM Industries' (ABM) New DASH In‑Route EV Bus Charging Deal Has Changed Its Investment Story

In early January 2026, the City of Alexandria’s DASH transit agency announced it had selected ABM Industries to deliver and install an in‑route pantograph EV charger, power cabinets, electrical infrastructure, and civil foundation work to support charging of its electric bus fleet while in service. This first‑phase project, procured through the NASPO ValuePoint cooperative program, positions ABM as a key vendor for scalable public‑sector transit electrification that can extend bus operating...
NasdaqGM:RILY
NasdaqGM:RILYCapital Markets

Why BRC Group Holdings (RILY) Is Up 37.7% After Q3 Profit Surges From Prior Losses – And What's Next

BRC Group Holdings, Inc. (formerly B. Riley Financial, Inc.) reported past third-quarter 2025 revenue of US$277.87 million and net income of US$91.08 million, marking a shift from very large prior-period losses. Over the first nine months of 2025, the company moved from a very large loss to US$220.58 million in net income, suggesting a substantial earnings turnaround. With this return to profitability and significantly higher earnings per share, we’ll now explore how the news reshapes BRC...
NYSE:EBF
NYSE:EBFCommercial Services

Undervalued Small Caps With Insider Action In January 2026

In the midst of fluctuating major stock indices and record highs in precious metals, the U.S. small-cap market has been navigating a complex economic landscape marked by mixed bank earnings and resilient consumer spending. As investors seek opportunities within this dynamic environment, identifying promising small-cap stocks can be crucial, especially those that show potential through insider activity or other compelling indicators.
NasdaqGM:TTD
NasdaqGM:TTDMedia

Exploring High Growth Tech Stocks In The US January 2026

As of January 2026, the U.S. stock market has shown a mixed performance with major indices like the Nasdaq, S&P 500, and Dow Jones Industrial Average ending lower amidst a wave of bank earnings reports and economic data releases. In such an environment, high-growth tech stocks can be appealing due to their potential for innovation and disruption; however, investors should consider how these companies navigate current economic conditions and leverage technological advancements to maintain...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

3 Growth Companies Insiders Are Betting On

As the U.S. stock market navigates a landscape marked by mixed bank earnings and record highs in precious metals, investors are closely monitoring sectors with potential for growth amid economic uncertainties. In this environment, companies with high insider ownership can be particularly appealing as they often signal confidence from those closest to the business's operations and future prospects.