U.S. Tech Hardware Stock News

New Oriental Education & Technology Group recently reported past second-quarter fiscal 2026 results showing higher sales and net income, issued revenue guidance projecting further year-over-year growth for the third quarter and full year, and completed a US$86.3 million repurchase of 1,600,000 shares representing 1.01% of its share base. The combination of improving profitability, management’s outlook for continued revenue expansion, and capital returned through completed buybacks highlights...

Why Arcellx Stock Is Back in Focus After New CAR T Data Arcellx (ACLX) is back on investors’ radar after late breaking data on its D Domain binder in anitocabtagene autoleucel was accepted for presentation at the 2026 Tandem Meetings. The abstract centers on preclinical comparisons of different BCMA targeted CAR T constructs, highlighting how binder design may affect specificity, safety signals, and cytokine release in multiple myeloma treatment. For investors, this development relates less...

If you are wondering whether Champion Homes is starting to look like value after a weak share price patch, this article will walk through what the current price might be implying about the business. The stock last closed at US$76.03, with returns of an 11.8% decline over 7 days, a 10.5% decline over 30 days, a 10.5% decline year to date, but a 10.5% gain over 3 years and an 81.1% gain over 5 years. This mix of short term weakness and longer term gains can leave investors questioning whether...

UnitedHealth Group (NYSE:UNH) is under Department of Justice investigation over its Medicare billing practices. Regulators are scrutinizing how the company handles Medicare Advantage payments and related coding activity. Proposed Medicare Advantage rates for 2027 include a near-zero increase, pressuring economics across the program. New Department of Labor rules call for extensive transparency from Pharmacy Benefit Managers that work with employers. For a company as large and diversified as...

Scholar Rock Holding's Chief Scientific Officer has executed multiple insider share sales under a pre-arranged 10b5-1 trading plan. The transactions come as the company readies apitegromab, its muscle-targeted treatment, for potential launch in the U.S. and Europe pending regulatory approvals. The timing links leadership share activity with a period of important commercialization preparations for the company. Scholar Rock Holding (NasdaqGS:SRRK) is drawing fresh attention as insider trading...

China Yuchai International recently reported that its earnings grew 29% over the past year, outpacing the broader machinery industry while advancing investments in new energy solutions and OEM partnerships. An interesting aspect of this update is the company’s balance sheet strength, with cash exceeding total debt, which may support ongoing technology investments. Next, we’ll examine how this combination of earnings growth and new energy investment shapes China Yuchai International’s broader...

Why Laureate Education is on investors’ radar today Laureate Education (LAUR) has drawn fresh attention after recent trading data highlighted its share performance over the past month and past 3 months, prompting investors to reassess the higher education provider’s current valuation. See our latest analysis for Laureate Education. The recent 90 day share price return of 12.17%, alongside a 1 year total shareholder return of 78.19% and very large 5 year total shareholder return, suggests...

American Express completed several large fixed income offerings totaling over $3.5b in recent days. The capital raise coincides with a company focus on premium card growth and a shift in marketing toward higher end and younger customers. Leadership is emphasizing long term premium positioning while seeking to attract younger, high spend clients. American Express (NYSE: AXP) is currently trading at $349.63, with the share price up 11.9% over the past year and 193.2% over the past five years...

CleanSpark reported unaudited January 2026 production of 573 bitcoin, with an average daily output of 18.47 and a peak day of 21.77, ahead of first-quarter results due on February 5. Amid a shift toward capital-intensive AI and high-performance computing data centers and greater use of options on its bitcoin holdings, the company’s higher leverage is drawing closer scrutiny of liquidity and risk management. Next, we’ll examine how heightened capital intensity in AI and high-performance...

In late January 2026, Credo Technology Group Holding introduced its Blue Heron 224G AI scale-up retimer, built on a 3nm process to extend 224G cable and backplane links across UALink, ESUN, and Ethernet in AI data centers. This product, alongside a new patent license and mutual covenant agreement with 3M on active electrical cable technology, underlines Credo’s push to become core connectivity infrastructure for hyperscale AI workloads. We’ll now examine how the Blue Heron launch and its...

Berkshire Hathaway, now led operationally by Greg Abel, is reported to be considering a sale of its sizeable stake in Kraft Heinz. Any move by Berkshire would mark a shift from Warren Buffett’s long standing approach to the investment and could reshape Kraft Heinz’s ownership profile. The potential exit follows earlier board changes at Kraft Heinz and past public comments from Buffett about the investment’s challenges. Kraft Heinz (NasdaqGS: KHC) last closed at $23.87, with the share price...

D.R. Horton, along with other large U.S. homebuilders, is working on a proposal to build nearly a million entry level "Trump Homes." The plan focuses on addressing housing affordability through new ownership pathways backed by private capital. The initiative targets first time and lower income buyers who face barriers to traditional homeownership. D.R. Horton (NYSE:DHI), one of the largest U.S. homebuilders, is stepping into the affordability debate with this large scale concept at a time...

Investors may be wondering whether Selective Insurance Group is attractively priced right now or if the recent attention has moved it away from a fair entry point. The stock last closed at US$86.82, with returns of 7.7% over the past week, 4.0% over the last month, 4.0% year to date, 6.0% over 1 year, negative 11.6% over 3 years, and 41.6% over 5 years, which gives a mixed picture of recent and longer term performance. Recent news coverage around Selective Insurance Group has centered on its...

Multiple open market share sales by Harmony Biosciences Holdings (HRMY) Chief Financial Officer Sandip Kapadia, culminating in a full exit from direct equity ownership, have put the company’s insider activity firmly in focus for investors. See our latest analysis for Harmony Biosciences Holdings. The recent insider sales have landed against a mixed performance backdrop, with the share price at US$37.48 and a 90 day share price return of 19.55% contrasting with a 1 year total shareholder...

Atlassian (NasdaqGS:TEAM) has partnered with Anthropic as an official AI thinking partner for the Williams F1 team. The collaboration focuses on applying AI to elite motorsports operations over a new multi year period. The partnership highlights Atlassian's growing involvement in real world AI deployments beyond its internal product suite. Atlassian enters this agreement with a current share price of $105.0 and a value_score of 4, after a 66.8% decline over the past year and a 57.7% decline...

CenterPoint Energy recently reported strong third quarter 2025 results, with adjusted earnings per share rising more than 60% year over year and management reaffirming its higher 2025 adjusted EPS guidance amid growing demand. An especially important detail was Houston Electric’s industrial throughput increasing more than 17% year over year, highlighting how industrial demand is becoming a key driver for the utility’s performance. With this backdrop of robust earnings and accelerating...

Triumph Financial (TFIN) is back in focus after reporting full year 2025 results that topped Wall Street expectations, supported by cost discipline, a growing payments business, and new freight clients such as J.B. Hunt. See our latest analysis for Triumph Financial. The recent earnings beat and new freight partnerships have come alongside a 90 day share price return of 19.66%, while the 1 year total shareholder return decline of 15.82% shows longer term momentum has yet to catch up. If...

In recent weeks, analysts have reaffirmed and upgraded their views on BrightSpring Health Services, citing its home- and community-based care platform across Pharmacy Solutions and Provider Services as a key strength. This wave of positive research coverage underscores how BrightSpring’s reinvestment-heavy approach and focus on patient-centered care are shaping expectations around its expansion path. We’ll now examine how this increased analyst confidence in BrightSpring’s patient-centered...

If you are asking yourself whether Analog Devices at around US$311 per share looks expensive or reasonable, you are not alone. That is exactly what this article will help unpack. The stock has recently delivered returns of 2.5% over the last 7 days, 13.7% over the last 30 days, 13.7% year to date and 53.6% over the past year, with longer term returns of 81.2% over 3 years and 122.2% over 5 years. These moves have come alongside ongoing interest in the semiconductor space and continuing...

In recent months, Progress Software has drawn attention for its acquisition-driven expansion, highlighted by the October 2024 purchase of ShareFile from Citrix for US$875 million, which lifted the company’s leverage above 3.5x and put more emphasis on future organic performance. This shift has raised questions about the balance between acquisition-led growth and underlying cash generation as investors assess how Progress Software will run the business with higher debt and tougher...

If you are wondering whether Agnico Eagle Mines is attractively priced after its strong run, this article walks through how the market might be valuing the stock today. The share price recently closed at US$197.35, with returns of 15.8% over the last 30 days and 109.1% over the past year, despite an 8.7% decline over the last week. Recent news around Agnico Eagle Mines has focused on its position in the gold mining sector, including commentary on how gold producers are reacting to shifts in...

In January 2026, Archera announced it had expanded its relationship with Ingram Micro, extending access to its cloud cost optimization and Insured Commitment offerings across Ingram Micro’s cloud service provider, reseller, and MSP network in the US and Canada. The move deepens joint go-to-market efforts and executive alignment, positioning Ingram Micro more firmly within the growing FinOps ecosystem for cloud customers. Next, we will consider how this broader FinOps-focused partnership with...

Trex Company (TREX) has been in focus after reporting third quarter results that included 22% net sales growth, 33% adjusted EBITDA growth, lower full year 2025 guidance, and plans for production cuts and inventory normalization. See our latest analysis for Trex Company. The recent quarterly update and softer Repair & Remodel backdrop come after a sharp reset in investor expectations. The 30-day share price return of 18.39% and 90-day share price return of 30.80% sit against a 1-year total...

Air Products and Chemicals (NYSE:APD) has secured major liquid hydrogen supply contracts with NASA. The agreements reinforce APD's role as a key supplier for existing and future NASA space missions. The contracts highlight APD's capabilities in clean hydrogen solutions for aerospace and energy applications. For you as an investor, this news sits at the intersection of space and clean energy, two areas getting a lot of attention. Air Products and Chemicals, a large industrial gases company,...