U.S. Tech Hardware Stock News

NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Expands Offerings With Quantum Circuits Deal And Deeper Losses

D-Wave Quantum (NYSE:QBTS) acquired Quantum Circuits in January. The deal expands D-Wave's quantum computing technology offerings. The combination is intended to position D-Wave as a more comprehensive quantum solutions provider. The acquisition may broaden D-Wave's addressable market within the quantum computing sector. D-Wave Quantum focuses on quantum computing systems, software and services aimed at commercial problem solving, while Quantum Circuits develops complementary quantum...
NYSE:ANET
NYSE:ANETCommunications

A Look At Arista Networks (ANET) Valuation After Strong Results And AI Momentum Spark Share Price Volatility

Arista Networks (ANET) has become a focus for investors after reporting robust fourth quarter 2025 results, raising its fiscal 2026 revenue outlook, and spotlighting growth in its AI networking business, while the share price retreated on profit taking and valuation worries. See our latest analysis for Arista Networks. The share price reaction around results comes after a choppy few months, with an 8.21% 1 day share price return contrasting with a 2.56% 1 month share price decline. At the...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing Shifts To Manufacturing With Lumina Deal And Fab 1 Launch

Quantum Computing Inc. (NasdaqCM:QUBT) has completed its acquisition of Lumina Semiconductor. The company has officially opened its first photonic chip manufacturing facility, Fab 1. These steps mark a move from pure technology development to full commercial manufacturing in photonics and quantum optics. For you as an investor, this marks a shift in what NasdaqCM:QUBT does day to day. The company is now set up to design and produce quantum enabled photonic systems in house, rather than...
NYSE:COHR
NYSE:COHRElectronic

Assessing Coherent (COHR) Valuation After NVIDIA’s US$2b Investment And Multiyear AI Supply Agreement

Coherent (COHR) is back in the spotlight after NVIDIA agreed to invest US$2 b and commit to multibillion dollar purchases of its advanced laser and optical networking products for next generation AI infrastructure. See our latest analysis for Coherent. That NVIDIA deal has arrived on top of an already strong run, with Coherent delivering a 30 day share price return of 23.57% and a 1 year total shareholder return of 282.60%, signalling strong upside momentum despite a 1 day share price...
NasdaqGS:CVBF
NasdaqGS:CVBFBanks

Audit Chair Transition Tests CVB Financial Oversight And Growth Narrative

CVB Financial (NasdaqGS:CVBF) has announced that director Kimberly Sheehy will not stand for reelection to the Board. Sheehy will also step down as Chair of the Audit Committee, prompting upcoming changes in the company’s board leadership and oversight structure. For shareholders watching CVB Financial at a share price of $19.49, a leadership change on the Audit Committee draws attention to how the bank approaches oversight and risk controls. The stock shows a 4.4% return year to date and a...
NYSE:APO
NYSE:APODiversified Financial

Apollo Lawsuits Over Epstein Ties Confront Valuation Gap And Share Weakness

Investors have filed multiple class action lawsuits against Apollo Global Management, alleging the firm misled shareholders about its business ties to Jeffrey Epstein. The cases focus on prior public statements from Apollo and its leadership that denied any business relationship with Epstein. Plaintiffs claim that newly surfaced details have caused reputational damage and financial losses for shareholders of NYSE:APO. Apollo Global Management, trading on the NYSE under ticker APO, is now...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Assessing Novavax (NVAX) Valuation After Strong Earnings Beat And Return To Profitability

Why Novavax’s latest earnings are on investors’ radar Novavax (NVAX) has drawn fresh attention after its fourth quarter and full year 2025 results showed revenue of US$147.14 million for the quarter and a move from a quarterly net loss to net income. For the fourth quarter, revenue was US$147.14 million compared with US$88.31 million a year earlier, while net income was US$17.53 million after a net loss of US$81.03 million in the prior year period. Basic and diluted earnings per share from...
NYSE:WU
NYSE:WUDiversified Financial

Is Western Union (WU) Pricing Reflect Its Role In Evolving Digital Remittance Services

If you are wondering whether Western Union's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. Over the shorter term, Western Union's share price has been relatively muted, with a 1.2% decline over the past week, a 0.6% gain over the past month, and a 3.8% return year to date. The 1 year return sits close to flat at a 0.6% decline and the 3 year return is 5.6%, compared to a 43.8% decline over 5 years. Recent...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Viper Energy (VNOM) Valuation Reassessed After Large Secondary Offering Reshapes Shareholder Base

Secondary offering reshapes Viper Energy’s shareholder base Viper Energy (VNOM) is back in focus after Diamondback Energy and affiliated investors completed a secondary sale of about 17.4 million Class A shares, increasing the stock’s public float and potentially changing trading behavior. See our latest analysis for Viper Energy. The secondary offering follows a 30 day share price return of 8.58% and an 11.57% gain over 90 days, with 1 year total shareholder return at 11.41%, indicating that...
NasdaqGS:BANR
NasdaqGS:BANRBanks

New Banner Directors Put Risk Oversight And Growth Ambitions In Focus

Banner Corporation has appointed Monica O’Reilly and Judith Steiner to its Board of Directors. The new directors bring extensive experience in financial services, risk management, and regulatory compliance. The appointments are intended to support Banner’s governance and oversight as the company refines its long term priorities. For investors watching NasdaqGS:BANR, these board changes arrive as the stock trades at $61.26, with a 5 year return of 25.1% and an 11.5% return over 3 years...
NYSE:AIG
NYSE:AIGInsurance

AIG Balances Q4 Earnings Strength With AI Plans And Acquisition Risks

American International Group (NYSE:AIG) reported strong Q4 earnings growth and higher adjusted after tax income. The company highlighted ongoing capital returns to shareholders through buybacks and dividends. AIG announced new operational efficiency efforts, including AI adoption across parts of the business. The insurer is also acquiring renewal rights for a portion of Everest Group's insurance business. Management flagged leadership changes at the CEO level as another key development for...
NYSE:AMR
NYSE:AMRMetals and Mining

Will Alpha Metallurgical’s (AMR) Swing to a 2025 Loss Reshape Its Investment Narrative?

In late February 2026, Alpha Metallurgical Resources reported fourth-quarter 2025 revenue of US$520.47 million, down from US$617.35 million a year earlier, and moved from a US$2.13 million profit to a US$17.27 million net loss. For 2025 as a whole, revenue declined to US$2.13 billion from US$2.96 billion while the company shifted from US$187.58 million in net income to a US$61.69 million net loss, marking a sharp reversal in profitability. We’ll now examine how this swing to a full-year loss...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Will Dividend Hike and Pet-Care Push Change Tractor Supply's (TSCO) Narrative?

In the past few days, Tractor Supply reported fourth-quarter results that missed analyst earnings and revenue forecasts, while net sales still increased and operating income declined, alongside plans to open 100 new stores and a 4.3% annual dividend increase. A separate announcement from its Petsense and Allivet subsidiaries introduced a Pet Expert Advisory Council of veterinarians and pet wellness specialists, highlighting Tractor Supply’s push to deepen its role in comprehensive animal...
NYSE:LMND
NYSE:LMNDInsurance

Assessing Lemonade (LMND) After Earnings Improvements And New Common Stock Shelf Registration

Why Lemonade’s latest earnings and capital move matter for investors Lemonade (LMND) is back in focus after reporting fourth quarter and full year 2025 results, followed by a new common stock shelf registration that points to fresh capital plans investors will want to understand. See our latest analysis for Lemonade. The recent earnings update and the US$190.6m shelf registration have come alongside a 1 day share price return of 5.61% to US$54.77 and a 7 day share price return of 5.63%,...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

US Stock Market Today: S&P 500 Futures Slip As Strong Services Data Lifts Yields

The Morning Bull - US Market Morning Update Thursday, Mar, 5 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 contracts down about 0.4%, as investors juggle stronger US services data, a firm jobs signal and rising bond yields. The ISM Services PMI, a key scorecard for the services side of the economy, jumped to 56.1 in February 2026, suggesting solid activity and steady pricing pressure, so the cost of many services may not ease quickly. ADP private payrolls...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

The Bull Case For Newmark Group (NMRK) Could Change Following Strong Earnings And Major Buyback Completion

Newmark Group, Inc. has reported past fourth-quarter 2025 sales of US$313.22 million and full-year revenue of US$3.29 billion, with net income and earnings per share from continuing operations higher than the prior year. Alongside this earnings strength, the company has completed a multi-year buyback totaling 85,072,397 shares for about US$1.00 billion, materially shrinking its share count. We'll now examine how this profit improvement and large completed buyback may influence Newmark...
NYSE:JCI
NYSE:JCIBuilding

Dividend Hike And Data Center Demand Might Change The Case For Investing In Johnson Controls (JCI)

Johnson Controls International’s board has approved a regular quarterly dividend of US$0.40 per share, payable on April 10, 2026, to shareholders of record on March 16, 2026, while also raising its 2026 earnings guidance on the back of robust demand and data center sector expansion. The reaffirmed dividend, which extends an uninterrupted record dating back to 1887, alongside higher earnings guidance underscores the company’s confidence in its role in energy efficiency, decarbonization and...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

Assessing National Energy Services Reunited (NasdaqCM:NESR) Valuation After Mixed Short-Term Share Price Moves

Recent performance snapshot National Energy Services Reunited (NasdaqCM:NESR) has recently drawn attention after a mixed short term performance, with a 3.4% decline in the latest session and a 12.8% drop over the past week. Despite that weaker stretch, the stock shows a 9.9% gain over the past month and a 53.5% return over the past 3 months, alongside a 188.5% total return over the past year. See our latest analysis for National Energy Services Reunited. The recent 1 day and 7 day share price...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Is Down 8.5% After Spotlighting AI‑Driven Optics Ramp And Debt‑Free Expansion - Has The Bull Case Changed?

In recent months, Fabrinet has reported record results and capacity expansions funded without debt, while preparing to ramp next‑generation 800ZR modules, co‑packaged optics, and optical circuit switching programs across telecom, datacenter interconnect, and high‑performance computing customers. An important takeaway is that Fabrinet’s growth is increasingly tied to AI‑driven optics demand, with diversified end‑markets and new product ramps positioned as key operational catalysts rather than...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Assessing Marvell Technology (MRVL) Valuation As AI Growth And Celestial AI Deal Shape Earnings Expectations

Marvell Technology (MRVL) heads into its quarterly earnings today with expectations centered on AI and data center demand, the recent Celestial AI integration, and the PCIe 8.0 SerDes showcase at DesignCon 2026. See our latest analysis for Marvell Technology. At a share price of US$78.09, Marvell has had a mixed near term run with a 3.38% 1 month share price return and a 21.05% 3 month share price decline. However, longer term total shareholder returns of 8.40% over 1 year and 93.00% over 3...
NYSE:FOUR
NYSE:FOURDiversified Financial

Is Shift4 Payments (FOUR) Now Attractive After A 49.8% One Year Share Price Decline

If you are trying to figure out whether Shift4 Payments is attractively priced or just looks cheap after a rough stretch, starting with a clear view of its valuation can help you frame that decision. The stock closed at US$47.46, with returns of a 17.3% decline over 7 days, an 18.9% decline over 30 days and a 24.3% decline year to date, while the 1 year return is a 49.8% decline and the 3 and 5 year returns are 33.2% and 42.7% declines respectively. These moves have played out against an...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

A Look At O'Reilly Automotive (ORLY) Valuation As 2026 Store Expansion And Dual Market Focus Drive Confidence

O'Reilly Automotive (ORLY) is back in focus after its latest 10-K detailed plans to open 225 to 235 new stores in 2026 and reiterated its dual focus on DIY and professional customers. See our latest analysis for O'Reilly Automotive. Recent news around the 2026 store rollout and the resilience of O'Reilly Automotive's professional segment has come against a mixed backdrop, with the share price at US$94.27, a 7 day share price return of 3.09% but a 90 day share price return decline of 5.27%...
NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM) Is Down 8.2% After Positive TRANSCEND Data And FDA sNDA Progress

Rhythm Pharmaceuticals recently reported additional positive 52-week data from its global Phase 3 TRANSCEND trial of setmelanotide in acquired hypothalamic obesity, while also posting higher 2025 revenues of US$189.76 million alongside continued net losses of US$196.54 million. The company is now advancing a supplemental New Drug Application under FDA review with a March 20, 2026 PDUFA date and preparing parallel submissions in Japan, potentially broadening IMCIVREE’s rare obesity reach...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

What SoFi Technologies (SOFI)'s Mastercard Stablecoin Settlement Push Means For Shareholders

In early March 2026, SoFi Technologies announced an enhanced partnership with Mastercard to make its fully reserved SoFiUSD stablecoin a settlement option across Mastercard’s global payments network, with SoFi Bank planning to settle its own Mastercard-powered credit and debit transactions in SoFiUSD. This move positions SoFiUSD as the first stablecoin issued by a U.S. nationally chartered, insured bank on a public blockchain to be integrated at this scale, potentially reshaping how...