U.S. Software Stock News

NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Taps Bond Markets With $25 Billion AI Funding Deal

Alphabet (NasdaqGS: GOOGL) has launched a US$25b bond offering to support its AI and data center build out. The debt deal follows Alphabet reporting its first quarter of negative free cash flow, linked to heavy capital spending. Proceeds are expected to fund AI infrastructure and cloud related investments as competitive pressure around advanced models increases. The bond issue is drawing attention to Alphabet's funding mix, balance sheet risk and long term AI positioning. Alphabet is far...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Is Nebius Group (NasdaqGS:NBIS) Priced For Perfection After A 191% Run?

Nebius Group stock has surged over the past year, yet the current valuation checks suggest the shares do not screen as a clear bargain on most metrics. For investors watching a fast moving AI infrastructure story, the key question is how much of that enthusiasm is already reflected in today’s price. Over the last 12 months, Nebius Group has returned 190.7%, which puts a spotlight on whether recent gains already factor in much of the expected growth. Expectations around Nebius Group’s role in...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Electric Vehicles Today - LiDAR Market Growth Driven By Automated Driving Systems

The global automotive LiDAR market is projected to experience significant growth, reaching $11.26 billion by 2033, driven by the adoption of advanced Level 2+ and Level 3 automated driving systems in electric vehicles. This growth is supported by the push towards integrating solid-state LiDAR and semiconductor technologies to enhance intelligent vehicle production. The Asia-Pacific region leads in LiDAR adoption, aided by strong intelligent vehicle production and a concentrated supplier...
NasdaqGS:SPCX
NasdaqGS:SPCXTelecom

Space Exploration Technologies (SPCX) Faces A Lockup Shock, Is The Stock A Bargain?

Space Exploration Technologies (SPCX) has become a focus for investors after a turbulent first earnings season, significant AI spending commitments, and its first post IPO lockup expiry, which more than doubled the stock’s public float. See our latest analysis for Space Exploration Technologies. Over the past month Space Exploration Technologies has seen its share price return fall 23.11%, capping a year to date share price return decline of 28.60%. This comes even though the 1 day share...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Why Amkor Technology (AMKR) Is Up 12.2% After NVIDIA’s $1.5 Billion Capacity Deal And Strong Q2 Results

Amkor Technology has already reported strong second-quarter 2026 results, with net sales of US$1,897.97 million and net income of US$173.75 million, and issued third-quarter guidance for net sales of US$1.95 billion to US$2.05 billion and net income of US$180 million to US$205 million. Alongside this, NVIDIA committed US$1.5 billion to secure Amkor’s advanced U.S. packaging and test capacity, underlining Amkor’s importance in AI chip production and supply chain resilience. We’ll now examine...
NasdaqGS:SBCF
NasdaqGS:SBCFBanks

Seacoast Banking Corporation Of Florida (SBCF) After Earnings And Buybacks Looks Fairly Valued

Why Seacoast Banking Corporation of Florida Stock Is Back in Focus Seacoast Banking Corporation of Florida (SBCF) is drawing attention after its July 28 earnings release, which detailed second quarter results, higher net charge offs, and progress on a share repurchase program. See our latest analysis for Seacoast Banking Corporation of Florida. The Seacoast Banking Corporation of Florida share price has gained 5.79% over the past month and 11.06% over the past quarter, while the 1 year total...
NasdaqGS:WDC
NasdaqGS:WDCTech

3 AI Infrastructure Stocks Built For Higher Rates

Global food prices are pushing higher again according to the latest FAO index, and that keeps central banks wary about cutting rates too quickly. Higher and stickier inflation tends to reward companies that supply essential hardware and services rather than optional software. That is where AI infrastructure stocks come in. This article walks through three standouts from our screener that sit at the heart of this cash focused theme. The stocks covered below are just a small sample of the AI...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL) Could Be 2% Undervalued Following Higher 2026 Earnings Guidance

Globe Life (GL) is back on investor screens after a mixed second quarter that paired a miss on net operating income expectations with year over year improvement and a higher full year 2026 earnings outlook. See our latest analysis for Globe Life. The recent guidance upgrade and confirmed quarterly dividend appear to have supported sentiment around Globe Life, with the share price at $186.02 and a 90 day share price return of 23.13%. Over longer horizons, total shareholder returns of 33.47%...
NYSE:YUM
NYSE:YUMHospitality

Yum! Brands (YUM) On Strong Earnings And Asset Sales Is The Bull Case Too Cheap

Yum! Brands (YUM) just closed a major chapter by agreeing to sell its Pizza Hut business to two buyers, while also reporting second quarter results that showed higher sales, revenue, and net income than a year earlier. See our latest analysis for Yum! Brands. Yum! Brands’ recent Pizza Hut sale and stronger quarterly figures come after a period where the 1 month share price return fell 9.08%, yet the 1 year total shareholder return is 8.87%. This suggests that short term momentum has cooled...
NYSE:ASH
NYSE:ASHChemicals

Ashland (ASH) Could Be 2% Undervalued As Profit Returns And Governance Shifts

Why Ashland’s latest earnings and governance moves matter for shareholders Ashland (ASH) has just reported third quarter and year to date results that shifted from heavy losses last year to profits, reaffirmed full year sales guidance, and agreed a cooperation deal with investor Ancora. The company reported third quarter sales of US$497 million, with net income of US$16 million after a net loss of US$742 million a year earlier. Diluted earnings per share from continuing operations were...
NasdaqGS:BVS
NasdaqGS:BVSMedical Equipment

Bioventus (BVS) Is Up 6.1% After Reaffirming 2026 Sales Outlook And Strong Q2 Earnings Jump

Bioventus Inc. reported past second-quarter 2026 results with sales of US$153.21 million and net income of US$33.44 million, significantly lifting basic earnings per share from continuing operations to US$0.49 versus US$0.11 a year earlier. Alongside stronger year-over-year profitability, the company reaffirmed its 2026 full-year guidance for net sales of US$600 million to US$610 million, reinforcing management’s confidence in the current operating trajectory. With Bioventus reaffirming...