U.S. Software Stock News

BlackRock (NYSE: BLK) is partnering with Nvidia and several major Wall Street firms to launch AI infrastructure financing platforms targeting more than US$500b in capital. The multi firm effort is focused on funding AI related data centers, chips, and power projects on a global scale. Partners in the initiative include Apollo, Blackstone, Brookfield, Goldman Sachs, and KKR, alongside BlackRock and Nvidia. This kind of large scale AI build out is drawing broad investor interest, so it can be...

JD.com (JD) recently put its JINGDONG Cross-Border import platform in front of global beauty brands at Cosmoprof North America 2026, renewing investor attention on how its overseas merchant network ties into the core e commerce business. See our latest analysis for JD.com. JD.com’s recent visibility at Cosmoprof comes as the stock posts a 30 day share price return of 18.69% and a year to date share price return of 13.34%, while the 5 year total shareholder return is down 42.87%. Recent...

Global markets are being shaken by shifting economic policies and fresh signals from central banks, which is leaving many investors unsure about where to look next for reliable dividend income. Yet moments like this often separate temporary noise from long term opportunity. This article highlights 3 global blue chip dividend stocks that are closely tied to the recent news and explains why they might deserve a closer look if you care about income, resilience and staying invested with...

Tronox Holdings (NYSE:TROX) is back in focus after second quarter 2026 results showed higher titanium dioxide and zircon volumes alongside year over year revenue growth, yet a wider net loss driven largely by a deferred tax valuation allowance. See our latest analysis for Tronox Holdings. At a share price of $6.22, Tronox Holdings has seen a year to date share price return of 45.67%, while the 1 year total shareholder return of 104.59% contrasts with weaker 3 and 5 year total shareholder...

Seadrill (SDRL) is back in focus after second quarter 2026 earnings topped market expectations and the company raised its full year revenue and EBITDA guidance, supported by contract wins and ongoing share repurchases. See our latest analysis for Seadrill. At a share price of $46.76, Seadrill has a 1 day share price return of 8.14% and a year to date share price return of 33.79%. The 1 year total shareholder return of 64.42% points to strong recent momentum despite a softer 3 year total...

Steven Madden, Ltd. reported past second-quarter 2026 results showing revenue of US$665.87 million and net income of US$27.73 million, a shift from a net loss a year earlier, while also affirming quarterly dividends and updating full-year 2026 guidance. The company’s move from loss to profit, alongside higher revenue expectations for 2026, suggests its product mix and cost structure have recently become more effective. Next, we’ll examine how this earnings improvement and upgraded 2026...

Nvidia’s move to secure US$500b for AI data centres has turned compute infrastructure into a headline asset class and put global alternative asset managers firmly in the spotlight. Capital is flowing toward firms that can source, structure, and deploy money into this AI build out. This article looks at 3 stocks from our Global Alternative Asset Managers screener that are closely linked to this trend and explains why their AI exposure may be relevant for investors. The stocks covered below are...

CareDx (CDNA) has drawn fresh attention after reporting second quarter 2026 results, moving from a prior net loss to net income of $110.64 million, alongside higher year over year revenue and raised full year guidance. See our latest analysis for CareDx. The latest earnings announcement and raised 2026 guidance have come alongside a sharp shift in sentiment toward CareDx, with a 30 day share price return of 65.10% and a year to date share price return of 145.92%. Over a longer horizon, the 1...

Kaspi.kz has reported its second-quarter 2026 results, with revenue rising to KZT 1,112,152 million and net income holding roughly flat at KZT 258,889 million compared with a year earlier, alongside first-half revenue of KZT 2,192,782 million and net income of KZT 510,796 million. At the same time, the company proposed lifting its quarterly dividend by 18% to KZT 1,000 per ADS, signalling that management is willing to return more cash to shareholders even as earnings remain broadly unchanged...

Dividend and earnings announcement put Del Monte in focus Del Monte (DMC) drew fresh attention after reporting second quarter and half year results that showed lower profitability alongside relatively steady sales, while also declaring a quarterly dividend of $0.30 per share. See our latest analysis for Del Monte. The earnings release and dividend decision appear to be landing in a mixed sentiment period for Del Monte, with the share price up 6.96% over 30 days but down 14.68% over 90 days...

In the second quarter of 2026, Green Plains Inc. reported sales of US$446.22 million, net income of US$67.15 million and diluted earnings per share from continuing operations of US$0.83, alongside lower ethanol and coproduct production versus a year earlier. The shift from a loss to profit despite reduced volumes suggests that cost management and operational efficiencies had a meaningful effect on Green Plains’ profitability profile in the period. We’ll now examine how this profitability...

New York Times (NYT) is back in focus after reporting second quarter 2026 results and confirming the completion of a US$110.48 million share repurchase program that retired 1,488,255 shares, or 0.92% of outstanding stock. See our latest analysis for New York Times. Despite the recent earnings beat and completion of the buyback, New York Times’ share price return has fallen 14.1% over the past week and 16.9% over the past three months, while the 3 year total shareholder return of 52.31% points...

In recent weeks, Brown-Forman has attracted renewed investor attention as analysts highlight mixed valuation signals, with cash-flow-based models implying the shares may be trading below intrinsic value while earnings multiples point closer to fair value. This tension between perceived undervaluation and ongoing pressure from softer spirits demand and higher input costs is increasingly shaping how investors assess Brown-Forman’s long-term prospects. Next, we’ll examine how this focus on...

Earlier this week, McDonald's Corporation reported higher second‑quarter 2026 results, with revenue of US$7,099 million and net income of US$2,362 million, and confirmed completion of a US$3,267.85 million share repurchase program begun in February 2025. The company also named long‑time executive Skye Anderson as President of McDonald's USA, signaling a leadership shift as it works to sharpen operations and re‑engage core U.S. customers through its McDonald's > NEXT strategy and refreshed...

Alibaba Group Holding stock has delivered a 50.3% gain over the past three years, while current valuation checks suggest the market price still sits at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model. For investors who have watched the recent focus on Alibaba's AI efforts and legal headlines, the key issue now is whether that apparent discount fairly reflects both the opportunities and the risks. A 50.3% return over three years points to value creation...

Why Monster Beverage Stock Is Back in Focus After Q2 2026 Results Monster Beverage (MNST) has drawn fresh attention after reporting its second quarter 2026 results on 6 August, with higher sales and net income, as well as active discussion of its international revenue mix. See our latest analysis for Monster Beverage. Monster Beverage shares trade at US$91.43 after the latest results, with a 90 day share price return of 6.47% and a year to date share price return of 20.05%. The 1 year total...

eBay stock has delivered a very strong 157.8% return over the past three years, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while market based multiples look closer to fairly priced. Over the last three years, eBay has returned 157.8%, which puts extra focus on whether today’s price still leaves enough room above intrinsic value. Recent growth in luxury resale, collectibles and apparel, helped by AI powered...

In early August 2026, JPMorgan Chase & Co. completed a US$31.61 billion share repurchase program totaling 103,908,717 shares and continued issuing a wide range of fixed‑rate notes while its Kinexys blockchain platform gained real‑world traction with partners such as Dukhan Bank and Schroders. At the same time, rising earnings estimates, inclusion in the Zacks Rank #1 (Strong Buy) list, and JPMorgan’s expanding role in AI financing and tokenised finance have reinforced perceptions of its...

PTC Therapeutics (PTCT) reported second quarter 2026 results that shifted from a loss a year ago to net income of US$83.5 million, along with higher full year revenue guidance of US$1.18b to US$1.28b. See our latest analysis for PTC Therapeutics. The latest earnings update and raised revenue guidance appear to have shifted sentiment around PTC Therapeutics. The share price is up 9.56% over the past week but down 12.04% over the past month, while a 72.36% 1 year total shareholder return points...

Sociedad Química y Minera de Chile S.A. and Wesfarmers have approved expanding the Mt Holland lithium project in Australia, aiming to double annual spodumene concentrate output to about 760,000 tonnes and add a new ore sorting facility, with SQM expecting to invest roughly US$450 million to US$500 million. The expansion gives SQM more flexibility to either feed any future increase in downstream processing at the Kwinana refinery or sell higher volumes of concentrate directly into the lithium...

In late July 2026, Pagaya Technologies reported stronger second-quarter and first-half results, with year-over-year increases in revenue, net income, and earnings per share. Alongside raising its 2026 guidance and closing a record US$900 million AAA-rated personal loan ABS deal, the company highlighted expanding investor appetite for its platform and funding model. We’ll now explore how this earnings beat and raised full-year outlook may influence Pagaya’s existing investment narrative built...

AI related spending now accounts for a large share of US$1.5 trillion in expected S&P 500 capex and corporate earnings are reported up 32%, which helps explain why JPMorgan recently lifted its S&P 500 target to 8,000. That kind of backdrop can quickly reward or punish companies exposed to this surge. This article walks through three US stocks from our earnings growth screener that appear tightly linked to these trends. The three stocks below are just a starting sample from this earnings...

BKV Corporation recently reported past second-quarter 2026 results showing sales of US$74.36 million and revenue of US$465.54 million, alongside higher total production of 89,021 MMcfe compared with the prior year. Despite year-to-date net income rising to US$119.88 million and record adjusted earnings, quarterly profit per share eased as BKV invested in expanding production and carbon capture projects. We’ll now examine how BKV’s stronger production and new carbon capture facilities could...

Acadian Asset Management Inc. previously reported second-quarter 2026 results showing revenue of US$185.1 million and net income of US$27.3 million, alongside a board-approved quarterly interim dividend of US$0.10 per share payable on September 25, 2026 to shareholders of record on September 11, 2026. The company also disclosed that it had completed repurchases of 2,094,555 shares for US$63.26 million under its ongoing buyback program, reducing its share count and underscoring management’s...