U.S. Tech Hardware Stock News

Oracle stock has fallen sharply over the past year, yet on most valuation checks it still screens as attractively priced. This raises the question of whether recent weakness is giving investors a cheaper entry point or reflecting concerns that are not fully captured in the current multiples. Over the past 5 years, Oracle has returned about 54.8%, which suggests that long term holders have still seen solid gains despite the recent pullback. On the upside, potential growth in Oracle's cloud...

In the past week, Wall Street analysts raised their consensus forecast for Freeport-McMoRan’s upcoming quarterly earnings to US$0.60 per share, while revenue for the period is now projected at US$6.47 billion, implying an 11.1% earnings rise alongside a 14.6% revenue decline compared with a year earlier. Analysts have lifted their earnings outlook despite softer revenue expectations, reflecting confidence in Freeport-McMoRan’s cost control, operational efficiency and the recent Indonesian...

Celldex Therapeutics stock has delivered a strong 59.5% return over the past year, yet the current valuation checks and market multiples point to a price that leans on the expensive side rather than a clear bargain. Over the past 12 months, Celldex Therapeutics has returned 59.5%, which puts extra focus on whether recent gains are already pricing in much of the expected progress. For a clinical stage biotech like Celldex Therapeutics, the prospect of advancing its pipeline can support higher...

NVR stock has delivered a 23.9% gain over the past five years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate that points to roughly fair pricing while some market multiple checks still screen the shares as undervalued. Over five years, NVR has returned 23.9%, which is a moderate outcome that does not clearly argue for either a bargain or an overextended stock by itself. Expectations for steady cash generation from NVR's homebuilding operations...

Targa Resources (TRGP) has drawn fresh attention after reporting record first quarter 2026 adjusted EBITDA, lifting its full year EBITDA outlook and announcing new Permian Delaware processing projects, alongside a 25% increase in its quarterly dividend. See our latest analysis for Targa Resources. At a share price of $280.22, Targa Resources has seen its share price return fall slightly over the past week but rise 8.37% over 30 days and 50.03% year to date, with total shareholder return of...

Analyst Sentiment Shift Puts Energy Transfer in Focus Energy Transfer (ET) has come into focus after brokerage firms collectively raised earnings estimates and strengthened their average recommendations, a sentiment shift that many investors see as a meaningful signal. This uptick in confidence around Energy Transfer’s financial outlook, reflected in the higher earnings expectations, is now a key part of how the stock is being assessed. See our latest analysis for Energy Transfer. Recent...

USA Rare Earth (USAR) is drawing fresh attention after announcing that CEO Barbara Humpton will retire on October 1, 2026, with Serra Verde Group chief executive Thrasyvoulos Moraitis set to take over the role. See our latest analysis for USA Rare Earth. The CEO succession news, along with the recent announcement of commercial grade dysprosium and neodymium praseodymium oxide samples, comes after a sharp loss of momentum in USA Rare Earth’s share price, with a 30 day share price return of...

In recent days, Blackstone has helped launch Ode with Anthropic, invested in South Korean robotics supplier Futronic, and expanded its Asia-Pacific footprint by appointing Ami Momaya to spearhead a new India infrastructure platform. Together, these moves highlight how Blackstone is widening its exposure to AI, automation, and infrastructure at the same time analysts are watching its upcoming earnings. Next, we’ll examine how Blackstone’s deeper push into AI services through Ode could...

Opera (NasdaqGS:OPRA) is back in focus after the company raised its 2026 guidance and highlighted growing user engagement with new AI features, even as AI infrastructure and hosting costs weigh on operations. See our latest analysis for Opera. Recent AI announcements and the raised 2026 guidance come after a strong year-to-date share price return of 38.02% and a 5-year total shareholder return of 164.33%, suggesting that momentum has been building over both shorter and longer horizons. If...

In recent days, Microsoft deepened its AI footprint by committing multibillions to expand Mistral’s European AI infrastructure while agreeing to deploy AMD’s Helios rack-scale AI systems and EPYC processors across Azure data centers. These moves tie Microsoft even more tightly to the core plumbing of global AI compute, reinforcing its role as an infrastructure partner to both frontier model developers and heavily regulated enterprises. We’ll now examine how Microsoft’s multibillion‑dollar...

Earlier in July 2026, Cloudflare announced the general availability of Precursor, a browser-based, continuous behavioral validation engine built on its edge network to detect and manage advanced bot traffic without using static CAPTCHAs. By monitoring full user sessions and logging only aggregate behavioral patterns such as timing and cadence instead of actual inputs, Precursor aims to improve bot detection while preserving end-user confidentiality and reducing friction for legitimate...

Earlier this week, the Trump administration selected Oklo and X-energy for a US$200 million federal initiative to fast-track advanced nuclear reactors for powering AI data centers, working alongside technology partners such as Microsoft and Nvidia through the Department of Energy and national laboratories. This positions Oklo at the center of a government-backed push to link next-generation nuclear power with AI infrastructure, which could shape how advanced reactors are prioritized,...

Advanced Micro Devices (NasdaqGS:AMD) has announced a $5b partnership with Anthropic focused on large-scale deployment of MI450 GPUs and joint engineering on Claude models. The collaboration includes multi-gigawatt GPU rollouts plus an equity investment by AMD, aiming to support training and inference for Anthropic's next generation of AI systems. Separately, OpenAI has outlined long-term compute spending plans of $750b through 2030, with AMD positioned as one of several key accelerator...

Prologis stock has delivered a strong 41.8% return over the past year. However, the Discounted Cash Flow (DCF) intrinsic value estimate currently points to the shares trading at a premium, while broader valuation checks also lean expensive rather than clearly cheap. Over the past 1 year, Prologis has returned 41.8%, which puts the focus on whether recent gains already reflect much of the good news in the price. Investor attention is centered on Prologis’ push to expand its logistics and data...

Unity 7 launch shifts focus to AI tools and core game creation Unity Software (U) has moved back into the spotlight after unveiling Unity 7 at Unite Seoul, highlighting AI enabled collaboration across game development, along with plans to retire ironSource Ads Network and divest Supersonic. See our latest analysis for Unity Software. The Unity Software share price has picked up some momentum recently, with a 30 day share price return of 8.7% and a 90 day gain of 15.69%. However, the year to...

Conagra Brands (CAG) has drawn fresh attention after reporting a quarterly net loss of US$1,616.9 million and a full year net loss of US$1,916.2 million, alongside higher impairment charges and a reduced quarterly dividend. See our latest analysis for Conagra Brands. Conagra Brands' share price has reacted to the impairments, dividend cut and recent fixed income offering with short term momentum, including a 12.5% 1 month share price return. However, the 1 year total shareholder return is...

In the recent past, Talos Energy reported a very strong first-quarter result, beating analyst estimates on EPS and EBITDA even as revenue slipped slightly year on year and aligned with expectations, while reaffirming its 2026 plan and disciplined capital allocation in offshore Gulf of Mexico and Mexico operations. This combination of earnings outperformance and renewed emphasis on capital discipline and long-term execution stood out against the backdrop of volatility across mixed and...

Neurocrine Biosciences (NasdaqGS:NBIX) has appointed Samir Siddhanti as Chief Business Officer. He will lead business development, corporate strategy, and alliance management for the company. The appointment follows Neurocrine Biosciences' recent US$2.9b acquisition of Soleno Therapeutics. Neurocrine Biosciences focuses on treatments for neurological, endocrine, and psychiatric conditions, an area that continues to attract attention from larger pharma partners and investors. With Siddhanti...

Sea stock sits in an awkward spot for valuation focused investors, with a Discounted Cash Flow (DCF) intrinsic value estimate that points to roughly 38.6% upside while earnings based multiples paint it as overvalued and the broader checks lean expensive. Over the past 3 years, Sea has delivered a return of about 74.2%, which keeps expectations high and limits the room for disappointment. Recent revenue momentum and user growth can support bullish assumptions on future cash flows, but any...

Morgan Stanley has recently taken a central role in designing new debt and equity financing structures for AI-focused data center developers, including TeraWulf, to support large-scale infrastructure build-outs. This connection to innovative AI infrastructure financing highlights TeraWulf’s increasing integration into institutional capital markets, potentially broadening its funding options and project credibility. We’ll now examine how access to Morgan Stanley’s AI-focused financing...

Investor sentiment shift after earnings-focused rating upgrade Adaptive Biotechnologies (ADPT) is back on investors’ radar after a recent upgrade to a Zacks Rank #2 (Buy). The move is tied to higher earnings estimates and a more constructive view on its earnings outlook. See our latest analysis for Adaptive Biotechnologies. The recent Zacks upgrade comes as Adaptive Biotechnologies’ share price has rallied, with a 28.81% 1 month share price return and 59.01% 3 month share price return. Its 1...

The recent OpenAI and Hugging Face security incident has pushed AI driven cyber risk from theory into headline reality, and it is forcing investors to rethink how exposed different stocks are to these vulnerabilities. Sudden scrutiny on AI security, containment and compliance could reshape expectations for companies that build, defend or depend on advanced AI systems. This article looks at 3 stocks from the Cybersecurity Stocks screener that appear more directly exposed to this news, and...

Vertiv Holdings Co recently expanded its data center liquid cooling footprint by acquiring Strategic Thermal Labs and committing to double chiller production capacity at its Tognana campus in Italy, alongside building a large-scale AI workload testing lab. Together, these moves deepen Vertiv’s engineering bench in high-density liquid cooling and position it as a core provider of infrastructure for increasingly power-hungry AI data centers. Next, we’ll explore how Vertiv’s push into...

Zscaler recently appointed Nikhil Mehrotra, a marketing leader with over 18 years of experience and a background at Nutanix, as Senior Director of Marketing to support its expanding Zero Trust Everywhere platform. This leadership addition coincides with more than 700 enterprises broadening their use of Zscaler’s integrated zero trust architecture across users, cloud workloads, and branch locations, reinforcing the company’s focus on deepening platform adoption. We’ll now examine how...