U.S. Tech Hardware Stock News

Recent commentary from Parnassus Investments put CoStar Group (CSGP) back in focus for investors by highlighting concerns around Google competition in home listings, a weak housing market, and heavy spending on the Homes.com platform. See our latest analysis for CoStar Group. At a share price of US$40.34, CoStar Group has seen a 30 day share price return of 9.61% and a 1 year total shareholder return of 49.05%, indicating a shift in momentum as investors weigh growth opportunities against...

Many investors are asking whether Cloudflare's share price really lines up with its underlying value, or if expectations have simply raced ahead of the fundamentals. The stock closed at US$206.34, with returns of 19.8% over the last 30 days, 5.3% year to date and 78.4% over the past year. This puts recent price action firmly on investors' radar. Over recent months, Cloudflare has remained in the spotlight as investors react to company updates, product launches and broader conversations about...

In its latest reported quarter, Federated Hermes delivered revenue growth of 13.7% year on year, beating analyst expectations and ending the period with record assets, largely driven by higher money market balances. This performance underscored how strong demand for the firm’s liquidity products can support its overall business even when the wider custody bank sector is under pressure. We’ll now examine how this strong revenue beat and record money market assets may influence Federated...

Evaluating THOR Industries after recent share price weakness THOR Industries (THO) has seen its share price decline about 17% over the past month and 22% over the past 3 months, prompting investors to reassess the recreational vehicle maker at around US$79.89 per share. See our latest analysis for THOR Industries. Despite a 2.1% one-day share price gain, THOR Industries’ recent momentum is fading, with a 30-day share price return of about negative 16.9% and a 1-year total shareholder return...

Why a major investor is rethinking Spotify Technology (SPOT) Janus Henderson Investors recently called out Spotify Technology (SPOT) as one of its largest detractors, pointing to concerns about how recent and upcoming price changes might affect user behavior and near term sentiment. The same update highlighted healthy premium subscriber growth, especially in emerging markets, along with a stronger ad-supported business with improving podcast advertising margins. Together, these trends create...

Insider sale follows Q4 results and pipeline update Tango Therapeutics (TNGX) drew fresh attention after strong fourth quarter results and drug pipeline updates, as its President of R&D, Adam Crystal, disclosed a scheduled sale of 20,251 shares on March 5, 2026. See our latest analysis for Tango Therapeutics. After the Q4 release and pipeline update, Tango Therapeutics' recent 1 day share price return of 8.9% and 30 day share price return of 81.44% come on top of a very large 1 year total...

AptarGroup, Inc. recently announced that its Unidose (UDS) Powder Nasal Spray System is being used in ENA Respiratory’s Phase II clinical study of INNA-051, an investigational once-weekly nasal spray aimed at helping protect adults at higher risk from symptomatic viral respiratory infections. The partnership underscores how Aptar’s intranasal powder delivery and moisture-protective container technologies are supporting non-vaccine approaches to respiratory disease prevention, potentially...

RXO (RXO) shares are in focus after the company expanded its RXO Extra marketplace, rolling out a premium load booking experience with white glove onboarding, expanded digital load visibility and concierge support for participating carriers. See our latest analysis for RXO. The marketplace upgrade arrives as RXO’s share price sits at $14.62, with a 1-day share price return of 6.25% and 90-day share price return of 15.66%. However, a 1-year total shareholder return decline of 22.73% suggests...

Why Antero Resources is on investors' radar Antero Resources (AR) has drawn investor attention after recent trading, with the share price last closing at $42.44. The stock’s moves come alongside fresh interest in US energy producers focused on natural gas and liquids. At this price, the company sits within the mid cap range, with a market value of about $13.6b. For investors tracking momentum, Antero’s returns over the past month and past three months may be useful reference points when...

Cal-Maine Foods (CALM) heads into tomorrow’s earnings release with the market expecting a 54.7% year-on-year revenue decline, while a recently announced variable dividend of about $0.36 per share adds another data point for income focused investors. See our latest analysis for Cal-Maine Foods. At a share price of $79.15, Cal-Maine Foods has seen a 1-day share price return of 0.62% and a 7-day return of 1.33%, while the 30-day return of 9.54% decline and 1-year total shareholder return of...

If you are wondering whether Tesla at around US$371.75 is a bargain or already pricing in a lot of optimism, the key is to look closely at what the current valuation actually reflects. The stock has seen mixed returns, with a 3.7% decline over the last 7 days and a 7.8% decline over the last 30 days, while still sitting on a 31.5% return over 1 year and 100.4% over 3 years. These moves sit against a backdrop of ongoing headlines around electric vehicle demand, competition from other...

If you are wondering whether Sun Communities at around US$125.96 is offering fair value right now, you are not alone, many investors are asking the same question. The stock’s recent returns have been mixed, with a 2.2% decline over the last week, a 7.7% decline over the last month, but a 3.1% gain year to date and 4.8% over the past year. These moves come as Sun Communities continues to attract attention as a Residential REIT, with investors weighing its track record over the last 3 and 5...

In recent weeks, LendingClub has been offering the highest nationally available certificate of deposit, a 4.15% APY 8‑month CD, even as overall deposit account rates have been trending lower following several Federal Reserve rate cuts in 2025. This move highlights how LendingClub is using competitive savings products to draw consumer attention and deposits at a time when many banks are easing rates. Next, we’ll explore how LendingClub’s market‑leading 8‑month CD rate could influence its...

Amer Sports (NYSE:AS) is drawing fresh investor attention after outlining plans to lift IT capital expenditures to US$400 million in 2026, with a focus on cloud infrastructure, SAP S/4HANA, and embedded AI tools. See our latest analysis for Amer Sports. The plan to lift IT spending comes as Amer Sports’ share price sits at US$32.92, with a 1-day share price return of 6.16% contrasting with a 30-day share price return decline of 13.32%, while the 1-year total shareholder return of 22.79%...

If you are wondering whether Western Digital at around US$270 a share still offers value or if most of the opportunity has already played out, this article breaks down what the current price really implies. The stock has recently pulled back, with a 10.2% decline over the last week and a 3.3% decline over the last month, while the year to date return stands at 44.1% and the 3 year return is roughly 10x. Recent headlines around Western Digital have focused on its role in storage and data...

A proposed class action lawsuit claims Costco raised prices to cover federal tariffs that were later ruled unlawful. The suit alleges Costco then sought tariff refunds from the government without committing to reimburse affected customers. The case focuses on whether Costco’s handling of tariff related costs is consistent with its member value promises. For investors watching NasdaqGS:COST, the lawsuit lands against a backdrop of a long run of strong share price gains, with the stock up...

For investors wondering whether LPL Financial Holdings at around US$300 a share looks expensive, cheap, or somewhere in between, this article breaks down what the current price might be implying. The stock has been relatively flat in the near term, with a 0.2% return over the last 7 days and 0.1% over the last 30 days. Year to date it has returned negative 16.8%, and the 1 year return sits at negative 9.8%, compared with 58.9% over 3 years and 114.7% over 5 years. Recent coverage has focused...

nLIGHT (LASR) shares reached an all time high after fiscal Q4 2025 results showed 71.35% year over year revenue growth and record quarterly sales, with guidance for Q1 2026 indicating revenue between US$70 million and US$76 million. See our latest analysis for nLIGHT. That earnings surprise has come after a sharp rerating in the stock, with the latest 1 day share price return of 5.59% and a 90 day share price return of 52.01%. The 1 year total shareholder return is very large and the 3 year...

In late March 2026, Palantir Technologies announced that Stellantis renewed and expanded their partnership for another five years, while the U.S. Department of Defense elevated Palantir’s Maven AI system to a formal program of record across the military. Together, these moves deepen Palantir’s role as an AI backbone for both industrial operations and defense workflows, anchoring its software more tightly inside long-duration, mission-critical customer systems. Next, we’ll examine how Maven’s...

Intuit (NasdaqGS:INTU) is partnering with Qodo to use AI driven code review technology focused on software quality and security. The Qodo platform is being used to verify code integrity and address risks tied to AI generated software development. This move underlines Intuit’s attention to responsible AI practices and governance across its financial software products. For you as an investor, the key point is that Intuit, known for products serving consumers and small businesses, is putting...

Oracle (NYSE:ORCL) is conducting its largest workforce reduction to date, affecting up to 18% of staff globally. The layoffs span Oracle Health, Cloud, Sales, NetSuite, and Customer Success, with cuts tied to a refocus of capital toward AI infrastructure. Management is redirecting spending from headcount to AI data center build out and cloud capacity, including work related to OpenAI partnerships. Initial investor reaction has been positive, with markets appearing to support Oracle's sharper...

Chevron (NYSE:CVX) has appointed Daniel Woodall as Chief Health, Safety and Environment Officer. Marissa Badenhorst has been named director of Chevron's largest refinery at Pascagoula. The leadership changes focus on operational safety, reliability, and environmental stewardship across global operations. Chemical and refinery operations are central to how Chevron, NYSE:CVX, runs its global energy business, so leadership in health, safety and environment is closely watched by investors and...

The Vaisala Xweather 2026 EV Range Report provides a comprehensive analysis of how weather and road conditions affect electric vehicle range across the contiguous United States and Europe. The report identifies the best and worst locations for EV range, highlighting Sun Belt states like Arizona as optimal for EV driving due to their favorable weather conditions. In contrast, northern regions such as New England struggle with reduced range because of colder conditions. It further underscores...

Why Global Payments is back on investors’ radar Global Payments (GPN) has seen its share price under pressure recently, with the stock showing negative returns over the past month, past 3 months, year to date and over the past year. At a last close of US$67.30 and a market value of about US$18.2b, the payments and software provider sits against a backdrop of reported annual revenue of US$7.71b and net income of US$1.07b. See our latest analysis for Global Payments. The recent rebound in the 1...