U.S. Software Stock News

Lam Research (NasdaqGS:LRCX) is drawing fresh attention as AI driven demand for advanced chips reshapes the semiconductor equipment market. The company is integrating AI capabilities into its manufacturing tools while focusing on High Bandwidth Memory and Gate All Around technologies. Recent U.S. policy support, including the CHIPS Act, is adding momentum to interest around Lam Research's role in next generation chip production. Lam Research sits at a critical junction of chip production,...

If you are wondering whether Bitmine Immersion Technologies is still good value after its recent run, this article walks through what the current price might be implying about the company. The stock has moved sharply over time, with a 348.5% return over the past year. The year to date return sits at a 10.9% decline and the 7 day return at a 10.8% decline, so recent trading has been much weaker than the longer term picture. Recent news coverage has focused on Bitmine Immersion Technologies as...

Baker Hughes (BKR) closed FY 2025 with fourth quarter revenue of US$7.4b and basic EPS of US$0.89, alongside net income of US$876m, setting a clear marker for how the year finished. The company reported quarterly revenue of US$7.0b in Q3 2025 and US$6.9b in Q2 2025, rising to US$7.4b in Q4 2025. Basic EPS moved from US$0.41 in Q1 to US$0.62 in Q3 and US$0.89 in Q4, giving investors a more detailed view of how profitability contributed to the current trailing year margins profile. See our full...

In recent updates, Waste Management highlighted record landfill EBITDA margins of 38.4% in Q3 2025, a network of over 250 landfills, and management’s expectation of free cash flow approaching US$3.80 billion in 2026 as sustainability and fleet investments slow. The company also approved a 14.5% dividend increase and a new US$3.00 billion share repurchase program, underscoring how its oligopolistic landfill position and growing renewable energy operations are being translated into sizable...

Broadcom, ticker NasdaqGS:AVGO, has secured a record AI focused order backlog for custom accelerator chips from major hyperscalers. The company is supplying tailored AI semiconductors to large customers including Google, Meta, and OpenAI. Broadcom has also reached a settlement with Fidelity Investments that keeps Fidelity as a significant software customer after the VMware acquisition. Broadcom shares recently closed at $324.85, with the stock up 62.2% over the past year and more than 6x...

IonQ (NYSE:IONQ) announced a US$1.8b cash and stock deal to acquire SkyWater Technology. The combined company is expected to form a U.S.-based, vertically integrated quantum computing and semiconductor manufacturing platform. The transaction is structured to bring semiconductor fabrication in-house and support development of next generation quantum processors. IonQ operates in the quantum computing sector, offering access to quantum systems that target complex computational problems for...

Recently released five year phase 2b data on Moderna (MRNA) and Merck’s personalized melanoma vaccine with Keytruda showed a 49% reduction in recurrence or death, sparking fresh interest in Moderna’s push into oncology. See our latest analysis for Moderna. The melanoma vaccine update arrives after a sharp rebound in Moderna’s share price, with a 90 day share price return of 89.31% and a 1 month share price return of 53.81%. However, the 3 year total shareholder return of negative 73.47% and 5...

Rocket Lab's Neutron rocket experienced a Stage 1 tank rupture during qualification testing. The incident occurred during routine stress testing of the first stage structure. The company plans to provide a schedule update for Neutron at its upcoming earnings call. Neutron is Rocket Lab's next generation medium lift launch vehicle and a key part of NasdaqCM:RKLB's strategy to expand beyond small satellite missions. The rocket is central to the company's efforts to compete for larger...

If you are wondering whether Bloom Energy's share price still lines up with its fundamentals after a strong run, this article walks through the numbers in a clear and practical way. The stock has had a mixed short term path, with a 6.6% decline over the last 7 days, a 54.8% gain over 30 days and a 41.5% return year to date, on top of a very large 1 year return and a 3 year gain of 477.4% and 5 year gain of 274.8%. These moves sit against a backdrop of recurring interest in fuel cell and...

If you are wondering whether Microsoft is still fairly priced after its long run, or if there is value left on the table, it helps to start by looking at what recent returns and current valuation are actually telling you. The stock last closed at US$470.28, with returns of 2.3% over 7 days, a 3.6% decline over 30 days, a 0.6% decline year to date, 9.0% over 1 year, 98.4% over 3 years, and 104.5% over 5 years. Taken together, these figures set the backdrop for any discussion about upside or...

Walmart plans a leadership transition, with CEO Doug McMillon preparing to retire and John Furner set to take over. The company is shifting its stock listing to the Nasdaq exchange under ticker NasdaqGS:WMT. Walmart is pushing further into technology, including new AI partnerships and a collaboration with Alphabet/Google. The retailer is expanding its online marketplace with new categories, such as premium musical instruments. For investors watching NasdaqGS:WMT, this is a meaningful reset...

Bank of Hawaii (BOH) closed out FY 2025 with fourth quarter revenue of US$187.1 million and basic EPS of US$1.54, supported by trailing twelve month revenue of US$705.1 million and EPS of US$4.67 that marked a 34.6% improvement in earnings versus the prior year. Over recent quarters the company has seen revenue move from US$159.5 million in Q4 2024 to US$187.1 million in Q4 2025, while quarterly EPS went from US$0.86 to US$1.54. This sets up this earnings season around how durable those...

Datex's Footprint WMS has successfully completed Zebra Technologies' Enterprise Testing Program. The program approval confirms interoperability with Zebra's mobile computing solutions for warehouse operations. This certification is positioned to support customers using NasdaqGS:ZBRA devices in supply chain and logistics settings. Zebra Technologies, listed as NasdaqGS:ZBRA, focuses on data capture, mobile computing and automation tools that sit at the heart of warehouse and supply chain...

Abbott Laboratories (NYSE:ABT) is pursuing the acquisition of Exact Sciences to expand its presence in cancer diagnostics. The move comes alongside a targeted turnaround plan for Abbott's Nutrition segment after a recent revenue shortfall. Management is focusing on pricing actions and new product launches in Nutrition, with an internal goal of segment recovery in the second half of 2026. Abbott Laboratories, trading at $108.77, is shifting focus toward higher value cancer diagnostics while...

BlackRock (NYSE:BLK) has filed with the SEC for an iShares Bitcoin Premium Income ETF that would be actively managed and focused on generating income from Bitcoin exposure. Rick Rieder, BlackRock’s chief bond investment manager, has emerged as a leading contender to become the next chair of the US Federal Reserve. These developments highlight BlackRock’s expanding role in both digital assets and potential US monetary policy leadership. For you as an investor, the filing for an iShares...

GE Aerospace, part of General Electric (NYSE:GE), has secured a contract to supply GEnx engines for 30 Boeing 787-10 aircraft ordered by Delta Air Lines. The agreement includes options for 30 additional aircraft and long term service arrangements for the engines. The deal coincides with recent executive appointments and team expansion within GE Aerospace, with a focus on lifecycle support and customer experience. For investors watching General Electric at a share price of $295.06, this new...

Earlier in January, Apple unveiled Apple Creator Studio, a US$12.99‑per‑month (US$129‑per‑year) subscription suite of pro‑grade creative apps spanning video, music, imaging, and visual productivity across Mac, iPad, and iPhone, with discounted pricing for students and educators. By bundling Final Cut Pro, Logic Pro, Pixelmator Pro and enhanced iWork and Freeform features into a single subscription, Apple is deepening its services ecosystem and reinforcing the role of its hardware as a...

Earlier in January 2026, GE Vernova announced that Mavi Zingoni resigned as Chief Executive Officer of its Power Segment, with Eric Gray appointed to the role while continuing as President and Chief Executive Officer of Gas Power. This leadership reshuffle comes shortly after GE Vernova highlighted policy tailwinds, AI-driven electricity demand, and a large projected backlog alongside higher dividends and an expanded buyback program, underscoring how management is aligning its organization...

In January 2026, Teledyne Technologies reported full-year 2025 results with sales of US$6,115.40 million and net income of US$894.80 million, issued 2026 earnings guidance, completed a US$400 million buyback, and announced the upcoming retirement of director Kenneth C. Dahlberg at the April 2026 annual meeting. Alongside record orders and growth in defense and digital imaging, Teledyne’s space imaging business saw its Speedster HyViSI sensors deployed on NASA’s BlackCAT CubeSat mission,...

GDS Holdings (GDS) has called an Extraordinary General Meeting for February 24, 2026, asking shareholders to approve amendments that would increase Chairman and CEO William Wei Huang’s voting power on specific governance matters. See our latest analysis for GDS Holdings. The governance proposal comes after a strong run in the shares, with a 30 day share price return of 20.31% and a 1 year total shareholder return of 100.52%. However, the 5 year total shareholder return of 60.33% is still...

Roku (ROKU) is back in focus after The Roku Channel expanded onto Amazon Fire TV, giving Fire TV users free access to its ad-supported content while FAST viewing on the service climbed rapidly. See our latest analysis for Roku. These distribution moves around The Roku Channel come as Roku’s share price sits at US$107, with a 7-day share price return of 3.22% and a 90-day share price return of 8.07%. The 1-year total shareholder return of 33.40% contrasts with a 5-year total shareholder return...

Berkshire Hathaway has taken regulatory steps that would allow it to sell its entire stake in Kraft Heinz. The move comes as Kraft Heinz plans to split into two independent public companies focused on global sauces and North American grocery products. The potential exit by Warren Buffett’s firm marks a significant ownership shift for NasdaqGS:KHC. Kraft Heinz, trading at $23.58 per share, has faced a challenging stretch, with the stock down 17.2% over the past year and 32.2% over three...

If you are looking at Stride and wondering whether the recent price makes sense, you are in the right place to size up what the current market is implying about value. Stride’s share price closed at US$71.60, with returns of 2.7% over 7 days, 8.1% over 30 days, 10.8% year to date, a 39.8% decline over 1 year, 71.9% over 3 years and 163.6% over 5 years. These figures can shape how investors think about its potential and risk. Recent coverage of Stride has focused on its role as an online...

IREN (NasdaqGS:IREN) has announced a multi year partnership with Microsoft focused on building out AI cloud services. The company is reallocating resources from Bitcoin mining toward AI infrastructure, including a planned large scale GPU deployment. These moves have sparked active debate among investors over execution risks, capital needs, and the shift in business mix. For you as an investor, the core story is that a former crypto focused miner is now trying to reposition itself as an AI...