U.S. Tech Hardware Stock News

If you are wondering whether Meta Platforms is still reasonably priced after its big run over the past few years, this article walks through what the current share price might be implying about future expectations and risk. The stock recently closed at US$612.96, with a 0.4% decline over the last 7 days, a 7.3% decline over the last 30 days, a 5.8% decline year to date, but a 336.2% return over 3 years and a 126.8% return over 5 years that keeps long term holders paying close...

BofA Securities downgraded ConocoPhillips (NYSE:COP), citing elevated breakeven costs versus peers. The bank pointed to risks around large, long cycle projects that are expected to take years before starting production. ConocoPhillips is also dealing with ongoing legal and political issues tied to a major dispute with Venezuela. ConocoPhillips is a large independent oil and gas producer, so its investment plans and cost base matter for investors who track energy exposure. Long cycle...

Progress Software FY 2025 earnings snapshot Progress Software (PRGS) has wrapped up FY 2025 with fourth quarter revenue of US$252.7 million and basic EPS of US$0.60, capping off trailing twelve month revenue of US$977.8 million and EPS of US$1.70 against a backdrop of a one off loss of US$21.2 million that affected the period’s results. The company reported quarterly revenue rising from US$238.0 million in Q1 2025 to US$252.7 million in Q4 2025. Over the same period, basic EPS ranged from...

In January 2026, Inspired Thinking Group announced it would integrate Adobe Firefly’s generative AI into its Storyteq content marketing platform, pairing Adobe’s models with ITG’s Halo Intelligence to streamline creative workflows and compliance. This collaboration highlights how Adobe’s Firefly Services can embed its AI capabilities inside partner ecosystems, potentially deepening its role in enterprise-grade content creation tools. Against this backdrop, we’ll explore how deeper Firefly...

Recent analysis of Ingersoll Rand highlights that its core business has underperformed over the past two years, with soft organic revenue trends and estimated sales growth of 5.7% over the next 12 months raising concerns about demand. An underwhelming 5.6% return on capital has intensified questions about management’s ability to find profitable growth opportunities without relying heavily on acquisitions. With concerns centering on muted organic growth and weaker returns on capital, we’ll...

Amazon.com stock in focus after recent performance data Amazon.com (AMZN) is back on investors’ radar after a mixed stretch, with a slight gain over the past month, a modest rise in the past 3 months, and a small 1 year total return decline. See our latest analysis for Amazon.com. At a share price of US$231.30, Amazon.com’s recent 7 day share price pullback sits alongside a positive 90 day share price return of 4.62% and a three year total shareholder return of around 2.4x. This suggests...

In recent weeks, Rocket Lab successfully completed its 21st Electron launch of the year, deploying the QPS-SAR-15 satellite for Japan’s iQPS and setting a new annual launch record with full mission success. This milestone not only deepens Rocket Lab’s role in building out commercial synthetic aperture radar constellations, but also reinforces its position as a key small-lift launch partner for recurring government and commercial missions. Next, we’ll examine how this record Electron launch...

International Business Machines (IBM) has put AI front and center this week, pairing new watsonx powered products like GRAMMY IQ with IBM Enterprise Advantage and an agentic AI partnership with e&. This has sparked fresh attention on the stock. See our latest analysis for International Business Machines. The recent AI announcements arrive after a choppy few weeks for International Business Machines, with a 7 day share price return of 3.72% decline and a 30 day share price return of 1.73%...

Recent performance and business snapshot PotlatchDeltic (PCH) has drawn fresh investor attention after a solid recent run, with the stock showing gains over the past week, month and past 3 months alongside positive full year total return figures. The timberland focused REIT reports annual revenue of US$1.12b and net income of US$64.25m, supported by operations spanning 2.1 million acres of timberlands, six sawmills, an industrial grade plywood mill and a real estate development arm. See our...

DXC Technology stock: context and recent performance DXC Technology (DXC) has been drawing attention after recent share price moves, prompting investors to reassess the stock’s recent returns, valuation metrics, and the company’s core IT services business. Over the past month, DXC Technology’s share price return was about a 2% decline, while the past 3 months show roughly 12% growth, with the latest close at US$14.98. That sits alongside a 1 year total return of about a 28% decline and a 3...

In recent months, Arm Holdings has reorganized its business into Cloud and AI, Edge, and a new Physical AI unit aimed at robotics and automotive, while investors await its February 4 earnings update and commentary from CEO Rene Haas. This shift reflects Arm’s effort to lessen its dependence on slower smartphone markets and capture demand from data centers and intelligent machines, even as analysts flag risks around customer concentration and SoftBank’s influence. With these restructuring...

Ralph Lauren (RL) drew fresh attention after appointing Cesar Conde, Chairman of NBCUniversal News Group, to its Board of Directors. This move may influence how investors think about the company’s direction. See our latest analysis for Ralph Lauren. Ralph Lauren’s latest board appointment comes as the share price trades at $369.58, with a 1-day share price return of 2.6% and a 90-day share price return of 9.9%. Over a longer horizon, the 1-year total shareholder return of 49.45% and 5-year...

Why LivaNova (LIVN) is on investors’ radar LivaNova (LIVN) has been drawing attention after a period where its share price and fundamentals moved in different directions, with the stock broadly flat over the past month but showing stronger returns over the past 3 months. At a last close of US$63.27, the medical technology company reports annual revenue of US$1.35b and a net loss of US$217.49m. This combination presents a mix of scale, growth and ongoing profitability questions to weigh. See...

SoFi Technologies (NasdaqGS:SOFI) has partnered with GoTu Technology to offer financial well-being resources to dental professionals. The collaboration centers on delivering tools and guidance through the SoFi at Work platform to GoTu’s network of dental talent and offices. For SoFi, which operates as a digital financial services platform, the GoTu partnership adds another entry point into a professional services niche that can be hard for traditional banks to reach. By integrating SoFi at...

UnitedHealth Group (NYSE:UNH) plans to rebate all profits from its Affordable Care Act plans to customers in 2026. The decision follows heightened Congressional scrutiny of healthcare affordability and the role of insurers in rising costs. CEO Stephen Hemsley has been testifying before lawmakers as the company outlines this voluntary rebate approach. For you as an investor, this move goes right to the heart of UnitedHealth's ACA line of business, which sits alongside its broader commercial,...

SmartFinancial (SMBK) FY 2025 Earnings Snapshot SmartFinancial (SMBK) has wrapped up FY 2025 with fourth quarter revenue of about US$49.2 million and basic EPS of US$0.82, against a trailing twelve month tally of US$192.7 million in revenue and EPS of roughly US$3.00. The company has seen revenue move from US$166.3 million on a trailing basis at the end of Q4 2024 to US$192.7 million by Q4 2025, while EPS over the same trailing period went from about US$2.16 to US$3.00. With that backdrop,...

Bloom Energy signed a $2.65b solid oxide fuel cell supply agreement with American Electric Power. The company also entered a $5b partnership with Brookfield focused on power solutions. Recent data center projects in Texas highlight Bloom's role in onsite power for AI workloads. Bloom Energy (NYSE:BE) is drawing attention after locking in multibillion dollar commitments tied to fuel cells and onsite power. The stock trades at $150.56, with returns of 12.8% over the past week and 63.2% over...

Netflix (NasdaqGS:NFLX) has revised its proposed Warner Bros. Discovery acquisition to an all cash offer. The move is intended to simplify the deal structure and speed up the approval process for Warner Bros. Discovery shareholders. This change comes during an active bidding contest with Paramount Skydance and increased investor scrutiny. For Netflix, with a recent share price of $85.36 and a 3 year return of 132.0% and 5 year return of 63.1%, this all cash proposal represents a notable use...

In January 2026, Novavax announced a non-exclusive worldwide license and option agreement giving Pfizer access to its Matrix-M vaccine adjuvant technology for use in up to two infectious disease areas, in return for a US$30 million upfront payment plus potential milestones and royalties. The deal effectively lets Pfizer pair its vaccine platforms with an external, clinically validated adjuvant while leaving Novavax to manufacture and supply Matrix-M, creating a new revenue stream for Novavax...

In mid-January 2026, Morgan Stanley reported fourth-quarter 2025 net income of US$4,397 million with higher earnings per share, while its board affirmed a US$1.00 quarterly dividend and the firm continued issuing variable-rate senior and subordinated notes across a range of maturities. Together with expanded real estate investments, active share repurchases, and confirmation of its leading M&A advisory position, these developments highlight how Morgan Stanley is reinforcing fee-based...

Recent performance snapshot and what it might mean for investors Mid-America Apartment Communities (MAA) has seen mixed share performance recently, with a 0.7% gain over the past 3 months but a negative total return over the past year and year to date. At a recent close of US$135.38 and a reported intrinsic discount of about 29%, investors watching MAA’s apartment focused REIT model may be weighing current pricing against its longer term total return record. See our latest analysis for...

Recent share performance and business profile McCormick (MKC) has been under pressure, with the stock showing a 1 day return of 1.9%, a 7 day decline of 2.9%, roughly 3.4% lower over the past month, and 1.2% lower over the past 3 months. Over longer periods, total returns are also weaker, with a 6.7% decline over the past year, 8.5% over 3 years, and 21.5% over 5 years. That backdrop is shaping how investors look at the business today. The company generates US$6.79b in revenue and US$778.0m...

If you are wondering whether Signet Jewelers at around US$94 is offering good value or getting ahead of itself, you are not alone. The stock has logged returns of 5.2% over the last 7 days, 10.7% over the last 30 days, 9.2% year to date, 61.1% over 1 year, 27.3% over 3 years and 139.7% over 5 years, which naturally raises questions about what is already priced in. Recent company news has focused on its positioning as a major jewelry retailer and how investors interpret its ability to sustain...

Tower Semiconductor (TSEM) is back in focus after a 4.7% daily gain, as traders weigh the upcoming February 11 earnings release, fresh guidance, and its silicon photonics partnership with LightIC Technologies against broader AI driven chip sector momentum. See our latest analysis for Tower Semiconductor. That 3.43% 1 day share price return and 78.06% 90 day share price return at US$133.42 sit alongside a 1 year total shareholder return of 146.37% and 5 year total shareholder return of...