U.S. Specialty Stores Stock News

Qualcomm (QCOM) is back in focus after using CES 2026 to showcase a full robotics stack centered on its new Dragonwing IQ10 processor, which targets industrial robots and advanced humanoids with on-device AI. See our latest analysis for QUALCOMM. The Dragonwing reveal comes after a string of CES announcements around Snapdragon X2 Plus PCs, automotive partnerships such as Toyota’s RAV4 using Snapdragon Digital Chassis, and ADAS software work with partners. The stock’s recent 90 day share price...

If you are wondering whether Sensata Technologies Holding is offering fair value at its current price, this breakdown is designed to give you a clear, numbers first view of the stock. The share price closed at US$35.21 recently, with returns of 6.6% over the last 7 days, 4.9% over 30 days, 0.9% year to date and 26.0% over the past year. The 3 year and 5 year returns stand at a 16.8% decline and 34.4% decline respectively. These mixed returns over different time frames suggest that investors...

In early January 2026, Calumet, Inc. issued preliminary guidance for 2025, saying it currently expects to post a net loss between US$69.0 million and US$12.0 million. This expected loss range provides an important reality check against earlier optimism around margin expansion and renewables growth, sharpening investor focus on execution and risk. We will now examine how Calumet’s newly guided 2025 net loss range affects its existing investment narrative around future margin...

Earlier this week, Stifel upgraded Moody’s to Buy, joining Goldman Sachs and other brokers in expressing a broadly positive view on the risk assessment group’s prospects. The shift in analyst sentiment highlights growing optimism around Moody’s exposure to debt issuance and analytics businesses as demand for independent risk assessment evolves. We’ll now examine how this upgraded outlook for 2026 debt issuance could influence Moody’s existing investment narrative and long-term...

If you are wondering whether Starbucks shares offer good value at current levels, it helps to separate the brand story from what the numbers are actually saying about the stock. The share price closed at US$86.56, with returns of 1.5% over the last 7 days, 1.7% over the last 30 days, 3.1% year to date and a 4.3% decline over the last year, alongside 12.2% and 5.8% declines over the last 3 and 5 years. Recent coverage has focused on how Starbucks is managing its global store footprint,...

Verizon Communications (VZ) is under fresh scrutiny as a new CEO takes over just as its high dividend, recently around 6.8%, faces questions and prompts investors to reassess what they want from the stock. See our latest analysis for Verizon Communications. Verizon’s share price, now at US$40.23, has slipped over the past month with a 30 day share price return of 3.5% decline and a year to date share price return of 0.7% decline, while its 1 year total shareholder return of 10.5% points to...

Cloudflare (NET) has caught investor attention after recent trading left the stock roughly flat over the month but lower over the past 3 months, prompting fresh questions about how its current valuation compares. See our latest analysis for Cloudflare. Looking beyond the recent softness, Cloudflare’s 1-year total shareholder return of 73.89% and very large 3-year total shareholder return of about 4x contrast with its weaker 90-day share price return of a 10.15% decline. This suggests momentum...

In the fourth quarter, Texas-based Kopion Asset Management increased its holdings in Magnite by 367,858 shares, about US$6.11 million based on average quarterly pricing, lifting the position to 7.13% of its 13F reportable assets, while Magnite reported 11% revenue growth and 13% adjusted EBITDA growth year over year, largely driven by connected TV advertising. Earlier this month, Magnite’s executives also met investors in person and hosted a webcast fireside chat at the Needham 28th Annual...

The Trade Desk recently drew fresh attention after the CES 2026 conference, where its AI-powered advertising capabilities were highlighted amid broader enthusiasm for artificial intelligence across the technology sector. What stands out is how renewed focus on its AI-driven ad-buying tools has begun to reshape investor expectations for the company’s recovery path. With AI innovation in its Kokai ad-buying platform in the spotlight, we'll explore how this CES-fueled optimism may influence...

Hologic (HOLX) stock has been drawing interest as investors revisit its business profile, which spans diagnostics, breast health, GYN surgical and skeletal health, while they reassess recent share performance and earnings fundamentals. See our latest analysis for Hologic. At a recent share price of US$74.75, Hologic’s 90 day share price return of 9.38% contrasts with a more muted 1 year total shareholder return of 2.83% and slightly negative 3 and 5 year total shareholder returns. This...

Royal Caribbean Cruises has recently raised its full-year 2025 earnings guidance and outlined multi-year expansion plans, including new ships and exclusive destination resorts, following a strong post-pandemic recovery in passengers and profitability. An interesting angle for investors is the company’s aim to grow earnings per share by 20% annually through 2027 while also preserving its investment-grade bond rating, highlighting a balance between growth ambitions and balance sheet...

In recent days, Alibaba Group Holding has expanded its AI-first push by rolling out an AutoNavi (Amap) tool that lets restaurants turn basic photos or videos into immersive 3D virtual tours, offered initially free to selected merchants. This move not only sharpens Alibaba’s rivalry with Meituan in local services but also showcases how its generative AI and cloud capabilities are being embedded into everyday commercial use cases. Next, we’ll examine how Alibaba’s new Amap 3D-visualization...

AST SpaceMobile (ASTS) is back in focus after the successful orbital launch of its BlueBird 6 satellite and the subsequent arrival of BlueBird 7 in Florida for launch vehicle integration. See our latest analysis for AST SpaceMobile. The recent surge in excitement around BlueBird 6 and BlueBird 7 has coincided with strong momentum in AST SpaceMobile shares, with a 30 day share price return of 23.0% and a 1 year total shareholder return of 295.3%. Multi year total shareholder return is also...

If you are wondering whether Novo Nordisk is attractively priced right now, the key question is whether the current share price reflects its long term prospects or builds in too much optimism already. The stock last closed at US$55.11, with returns of 7.6% over the past week, 15.1% over the past month, 5.2% year to date, a 32.6% decline over the past year, a 14.5% decline over three years, and a 68.9% gain over five years. Recent headlines have continued to focus on Novo Nordisk's role in...

At CES 2026, Intel launched its Core Ultra Series 3 processors, the first AI PC platform built on the new 18A process and certified for both consumer laptops and industrial edge applications such as robotics, smart cities and healthcare. This marks a rare alignment of cutting-edge U.S.-manufactured PC chips with embedded and industrial certifications, positioning one architecture across mainstream AI PCs and demanding 24x7 edge workloads. We’ll now examine how Intel’s 18A-based Core Ultra...

InterDigital (IDCC) has drawn investor attention after recent trading left the shares with mixed short term returns and a strong 1 year total return, prompting a closer look at how the business fundamentals compare with the current price. See our latest analysis for InterDigital. The recent rebound, with a 1 day share price return of 2.94% and a 7 day share price return of 3.30%, follows a softer 30 day share price return of a 5.45% decline and a modest 90 day share price return of a 4.16%...

DLocal (NasdaqGS:DLO) is drawing attention after completing a governance reshuffle. The company has moved to a nine person, majority independent board and has added former senior executives from Citigroup and Google to its director lineup. See our latest analysis for DLocal. The governance refresh coincides with a recent pickup in momentum, with a 30 day share price return of 11.14% and a 1 year total shareholder return of 32.92% from a last close of US$14.77. However, the 3 year total...

Recently, Bruker’s majority-owned RI Research Instruments secured approximately €35 million in orders for the Extreme Light Infrastructure – Nuclear Physics research project in Romania, creating a new revenue stream in advanced scientific infrastructure. This new business win has coincided with stronger analyst confidence in Bruker’s prospects, reflecting growing interest in its role supporting high-end research applications. Next, we’ll examine how this major research-infrastructure order...

In early January 2026, Lemme announced that its core line of science-backed wellness gummies rolled out into just over 2,000 Walmart stores nationwide, while Walmart simultaneously advanced ingredient reform in its private-label foods and expanded in-app AI tools like its Sparky shopping assistant. Together with an upcoming CEO transition on February 1, 2026, these moves highlight how Walmart is reshaping its product mix and technology capabilities around health-conscious, digitally enabled...

Arcellx (ACLX) has filed a shelf registration to offer up to $209.2 million in common stock, covering 3,208,367 shares tied to an employee stock ownership plan, which is raising fresh questions about future capital needs. See our latest analysis for Arcellx. The shelf registration comes after a roughly 30% decline in the 90 day share price return and an 11% drop over 30 days, even though the 3 year total shareholder return is close to a 2x gain. Some investors may see the capital raising...

In late 2025, Altria Group received FDA marketing authorization for six of its on! PLUS nicotine pouch products, the first approvals granted under the agency’s expedited Premarket Tobacco Product Applications program. The decision marks a meaningful step in Altria’s shift toward reduced-risk oral nicotine offerings, aiming to counter ongoing declines in traditional cigarette volumes while sustaining its capital return profile. Next, we’ll examine how this FDA authorization for on! PLUS...

Stagwell: recent performance and what the numbers say Without a clear single news event driving headlines today, Stagwell (STGW) is drawing attention for its recent share performance and fundamentals. These give investors a mix of short term pressure and longer term business data to weigh. See our latest analysis for Stagwell. At a share price of $4.91, Stagwell’s recent 3.81% 1 day share price return contrasts with a 14.46% 30 day share price decline and a 20.55% 1 year total shareholder...

In recent days, Core Scientific drew attention as institutional traders executed unusual options activity skewed toward bullish positions in the US$10 to US$23 range. This options activity coincided with an analyst upgrade to Market Outperform, highlighting how derivatives markets can sometimes amplify interest in the underlying stock. Next, we’ll examine how this wave of bullish options activity interacts with Core Scientific’s AI-focused investment narrative and risk profile. Find...

Borr Drilling (NYSE:BORR) is back on many investors’ radars after recent share price moves that contrast with its mixed return profile, including a roughly 47% gain over the past 3 months. See our latest analysis for Borr Drilling. That recent 46.9% 90 day share price return contrasts with a slightly negative year to date share price move and a 1 year total shareholder return of about 1%, suggesting short term momentum has picked up while longer term results remain mixed. If Borr’s recent...