U.S. Software Stock News

Nvidia's widely discussed plan to invest up to US$100b in OpenAI has stalled, with the commitment never fully finalized. Internal concerns at Nvidia reportedly centered on deal structure and business discipline at OpenAI. The company is moving ahead with a US$2b investment in AI cloud provider CoreWeave to deepen its role in AI infrastructure. Nvidia has also released open AI models focused on weather and climate forecasting, targeting high impact scientific use cases. Nvidia, traded as...

If you are wondering whether Morgan Stanley's recent share price puts it at a premium or still leaves some value on the table, this article is for you. The stock most recently closed at US$185.10, with returns of 1.8% over 7 days, 1.8% over 30 days, 1.8% year to date, 38.6% over 1 year, 106.6% over 3 years and 192.6% over 5 years. Recent coverage of large U.S. financial institutions has focused on how capital markets activity, trading volumes and wealth management trends are influencing...

Uber Technologies (NYSE:UBER) has received a €1.7b payroll tax demand from French authorities related to alleged misclassification of drivers. The French tax claim centers on whether drivers should have been treated as employees for payroll tax purposes over prior periods. At the same time, Uber is launching its ride hailing service in Macau, marking its first entry into a new Asian market in several years. These developments come as Uber shares last closed at $80.84, with a 20.1% return...

Wondering whether PHINIA's share price still offers value after a strong run, or if you might be late to the story? This article focuses squarely on what the current valuation is really telling you. PHINIA's share price last closed at US$69.80, with returns of 1.5% over the past 7 days, 8.0% over the last month and year to date, and 45.6% over the past year. These figures can change how investors think about both upside potential and risk. Recent coverage around PHINIA has focused on its...

First Hawaiian, Inc. recently reported full-year 2025 results showing higher net interest income of US$663.74 million and net income of US$276.27 million, alongside a quarterly dividend of US$0.26 per share payable on February 27, 2026 to shareholders of record on February 13, 2026. The board also completed a prior US$100.25 million buyback and authorized a new US$250 million repurchase program, underscoring a focus on returning capital while credit costs, including US$5.0 million of...

UnitedHealth Group (NYSE:UNH) is conducting an operational review and restructuring as leadership responds to pressure in its Medicare Advantage and Medicaid businesses. The CEO has called 2025 a year of "critical self-examination," signaling plans to prioritize profitability and address operational inconsistencies at OptumHealth. The company is evaluating divestment of non core assets and workforce reductions as part of a broader refocus beyond its usual earnings cycle updates. For you as...

United Airlines Holdings recently reported that for the fourth quarter of 2025, revenue reached US$15,397 million and net income was US$1,044 million, while also issuing US$1 billion of 5.375% senior unsecured notes due March 1, 2031 under Rule 144A. At the same time, United continued rolling out Starlink high-speed Wi‑Fi across more than 300 regional aircraft, aiming for over 800 equipped planes by the end of 2026 and spotlighting this upgrade during a major football championship broadcast...

Why WESCO International is on investors’ radar today WESCO International (WCC) has drawn fresh interest after its recent share move, with the stock closing at $297.80. Investors are weighing this price against the company’s fundamentals and longer term return record. See our latest analysis for WESCO International. The recent 18.1% 1 month share price return at a last close of $297.80 sits alongside a 66% 1 year total shareholder return. This points to strong positive momentum rather than a...

In January 2026, Garmin introduced two golf-focused devices, the youth-oriented Approach J1 GPS watch and the advanced Approach G82 handheld launch monitor, showcasing new training and performance-tracking features across more than 43,000 preloaded courses. By targeting both junior golfers and serious players with specialized hardware and software, Garmin is broadening its golf technology ecosystem and deepening engagement through premium devices and subscription-linked services. Next, we’ll...

KLA Corporation recently reported second-quarter 2025 results with revenue of US$3,297.15 million and net income of US$1,145.68 million, while also completing a multi-year share repurchase program totaling 18.86 million shares for US$9.06 billion announced in June 2022. Despite these strong headline figures, management’s comments on component shortages, extended equipment delivery lead times, and tariff-related cost pressures highlighted operational bottlenecks that are constraining the...

Philip Morris International (PM) is in the spotlight as it pushes further into smoke-free products, seeking FDA modified risk status for ZYN while reshaping its operations through job cuts, office closures and centralized hubs. See our latest analysis for Philip Morris International. Against this backdrop of restructuring and the push for smoke free products, Philip Morris International’s share price has climbed to US$179.94, with a 30 day share price return of 12.25% and a 1 year total...

Event context and recent share performance BlackLine (BL) has been drawing attention after recent share price moves, with the stock at US$47.02 and showing negative returns over the past week, month and past 3 months. For investors, that pullback sits alongside a business generating US$686.706m in revenue and US$76.049m in net income, with reported annual revenue growth of 10.183% and net income growth of 8.4615%. See our latest analysis for BlackLine. At the current share price of US$47.02,...

In recent days, Nutanix was downgraded by multiple major analysts, who shifted their ratings to more neutral stances amid questions about near-term growth visibility. This tension between cautious short-term views and still-supportive longer-term assessments offers a nuanced window into how the market is reassessing Nutanix’s outlook. Next, we’ll examine how these concerns about slowing growth momentum may influence Nutanix’s broader investment narrative and investor expectations. Find...

If you are wondering whether Verizon Communications' current share price reflects good value, you are not alone. This article focuses on what the recent numbers may be telling you about the stock. Verizon shares recently closed at US$44.61, with returns of 12.6% over 7 days, 10.1% over 30 days, 10.1% year to date, 19.2% over 1 year, 32.5% over 3 years, and 10.0% over 5 years. This performance provides some useful context before looking at valuation. Recent coverage around Verizon has focused...

Lumen Technologies recently highlighted momentum in its AI-driven Private Connectivity Fabric deals, amassing about US$10.00 billion in contracts and more than 1,500 customers on its Network-as-a-Service platform, while continuing cost-cutting and preparing to divest its Mass Markets fiber-to-the-home business to AT&T for US$5.75 billion to reduce debt. With earnings due after the bell this Tuesday, Lumen is drawing attention as investors weigh its pivot from declining legacy services toward...

Demand for AI-driven data centers is surging globally, driven by the widespread adoption of artificial intelligence across various sectors such as enterprise, logistics, finance, and industrial operations. This trend is reshaping commercial real estate as these data centers, requiring substantial electrical capacity and advanced infrastructure, become foundational rather than peripheral assets. Corniche Capital, led by David Ebrahimzadeh, is focusing its investment strategies on AI-capable...

EDAP TMS S.A. ( NASDAQ:EDAP ) shares have continued their recent momentum with a 32% gain in the last month alone...

Greif (GEF) has drawn fresh attention after reporting first quarter earnings, with sales of US$994.8 million compared to US$1,016.7 million a year earlier and net income of US$174.6 million versus US$22 million. See our latest analysis for Greif. The earnings release appears to have been the main driver behind recent moves, with the share price now at US$71.70 and a 90 day share price return of 26.48% suggesting momentum has picked up. The 1 year total shareholder return of 22.55% and 5 year...

AGCO (AGCO) is back in focus after reporting third quarter 2025 results that topped forecasts on both EPS and revenue, while also adopting new management compensation plans and keeping its regular dividend intact. See our latest analysis for AGCO. The latest 1 month share price return of 8.34% and 3 month gain of 9.53% put AGCO at US$114.67, with a 1 year total shareholder return of 15.10% contrasting with a weaker 3 year total shareholder return of a 6.22% decline. This suggests recent...

Arbor Realty Trust (ABR) has moved into the spotlight after becoming one of the most searched stocks, as investors react to expectations for lower earnings and revenue alongside a Zacks Rank #5 (Strong Sell). See our latest analysis for Arbor Realty Trust. The latest news around earnings expectations and dividend tax treatment comes against a weak trading backdrop, with a 90 day share price return of 21.53% and a 1 year total shareholder return decline of 37.44% pointing to fading...

AllianceBernstein Holding (AB) is back in focus after its fixed income chief outlined a contrarian tilt toward shorter and intermediate bonds, paired with a rally to 52 week highs and a refreshed NAV lending platform. See our latest analysis for AllianceBernstein Holding. The recent contrarian fixed income stance and NAV lending reboot have arrived alongside building momentum, with a 30 day share price return of 8.39% and a 1 year total shareholder return of 18.06% pointing to improving...

Why First Busey (BUSE) Is Back on Investors’ Radar First Busey (BUSE) has attracted fresh attention after releasing fourth quarter and full year 2025 results, a leadership change, and an update on its long running share repurchase program. See our latest analysis for First Busey. The earnings release, leadership change and share repurchase update have come alongside a 12.27% 90 day share price return and a 39.40% five year total shareholder return, suggesting momentum has been building...

Louisiana-Pacific Corporation has announced that, effective February 19, 2026, long-time director F. Nicholas Grasberger III will become independent Chairperson as current Chair and CEO W. Bradley Southern retires from the Board, while President and CEO-elect Jason P. Ringblom joins as a Class III director and two other directors plan to retire in May 2026. This leadership reshaping, pairing an independent Chair with an internal successor as CEO, signals a clearer separation of oversight and...

The Beachbody Company, Inc. ( NASDAQ:BODI ) shares have continued their recent momentum with a 31% gain in the last...