U.S. Tech Hardware Stock News

In late January 2026, Cantor Fitzgerald initiated coverage of Sterling Infrastructure and investors reacted to expectations of strong upcoming earnings growth and supportive sector conditions tied to electrification and infrastructure spending. Attention has also centered on Sterling Infrastructure’s acquisition of CEC, which is seen as expanding its site development and electrical capabilities while potentially improving profit margins. Next, we’ll examine how the anticipated earnings...

Why Amalgamated Financial Has Drawn Fresh Attention Amalgamated Financial (AMAL) has attracted renewed investor interest after a strong recent run in the share price, shifting focus to how its current valuation lines up with its fundamentals and longer term return record. See our latest analysis for Amalgamated Financial. The recent 25.8% 1 month share price return, alongside a 46.7% 3 month share price move, sits against a 1 year total shareholder return of 21.8% and 5 year total shareholder...

In late January 2026, Procter & Gamble reported second-quarter results showing slightly higher sales but lower earnings, while keeping its full-year sales and earnings guidance intact despite cost pressures and softer volumes. At the same time, Crest introduced its new Clean Breath toothpaste, signaling P&G’s push to address consumer concerns about longer-lasting oral freshness and confidence. Next, we’ll examine how P&G’s decision to maintain full-year guidance amid margin pressures shapes...

Vertiv Holdings Co (NYSE:VRT) has introduced Vertiv Next Predict, an AI powered managed service for data center maintenance. The service applies predictive analytics to identify and address potential equipment issues before they disrupt operations. The launch targets growing demand for more resilient infrastructure as AI workloads place heavier demands on data centers. Vertiv is positioned in the data center infrastructure space, and Vertiv Next Predict adds another AI focused service to...

In recent months, multiple Wall Street firms, including Goldman Sachs, UBS, Baird, Telsey Advisory Group, and Wells Fargo, have upgraded their views on Gap, signaling heightened analyst interest in the retailer’s prospects. This cluster of upgrades has shifted the broader analyst conversation around Gap, with more firms expressing constructive views on the company’s potential trajectory. With this wave of analyst upgrades shaping sentiment, we’ll now examine how it influences Gap’s...

If you are wondering whether QUALCOMM shares offer good value at today's price, you are not alone. A closer look at the numbers can help clarify where it stands. The stock last closed at US$152.63, with a 1.2% decline over 7 days, an 11.8% decline over 30 days, an 11.8% decline year to date, but still a 22.9% gain over 3 years and a 15.3% gain over 5 years. Recent attention on QUALCOMM has been shaped by ongoing discussions around semiconductor demand cycles and how large chipmakers are...

Navitas Semiconductor (NasdaqGM:NVTS) is reorienting its business toward higher margin data center infrastructure and industrial electrification. The company is expanding partnerships with AI leaders such as Nvidia and building relationships with major electric vehicle and PC customers. This shift moves focus away from lower margin mobile and consumer segments into areas tied to AI computing and electrification trends. Navitas Semiconductor, trading at $8.62, has seen very large 1 year...

Perella Weinberg Partners (NasdaqGS:PWP) has appointed Benjamin Port as a Partner to expand its Healthcare advisory practice. Port brings extensive experience in healthcare services advisory, adding depth to the firm's sector focused capabilities. For investors tracking NasdaqGS:PWP, the appointment comes with the shares around $22.11, after a 26.0% return over the past 30 days and year to date, and a 119.0% return over 3 years. Over 1 year, the stock shows a 10.5% decline, which contrasts...

ServiceNow (NYSE:NOW) has expanded its AI partnership with Anthropic, embedding its models more deeply into ServiceNow workflows. The company has highlighted new AI driven deployments with Panasonic Avionics and Fiserv across aviation services and financial technology. ServiceNow has overhauled its Partner Program to support partner built AI agents and solutions on its platform. ServiceNow is putting AI at the center of its platform story, even as the share price sits at about $118.0. The...

This article examines whether Royal Gold’s recent share price performance suggests the stock is overvalued or still offers value, focusing on what the numbers indicate. The share price recently closed at US$259.36, with returns of 17.3% over the past month and 85.9% over the last year, even after a 10.7% decline in the past week. Recent news flow around Royal Gold has highlighted investor interest in gold related equities as a way to gain exposure to the precious metals market, as well as...

Assessing Comerica after recent share performance Comerica (CMA) has seen mixed recent returns, with the stock roughly flat over the past month but showing a gain over the past 3 months. This helps put the current US$88.67 share price in context for investors. See our latest analysis for Comerica. While the 1 day and 7 day share price returns have recently moved lower, the 90 day share price return of 14.59% alongside a 1 year total shareholder return of 40.36% suggests momentum has generally...

Interactive Brokers Group recently reported past fourth-quarter 2025 net income of US$284 million and full-year net income of US$984 million, alongside declaring a quarterly cash dividend of US$0.08 per share payable on March 13, 2026, to shareholders of record on February 27, 2026. The combination of higher earnings per share and continued account and client asset growth highlights how Interactive Brokers is converting increased platform activity into stronger profitability. Next, we’ll...

LyondellBasell Industries recently reported a fourth-quarter loss of US$142 million and an adjusted per-share loss that missed analyst expectations, even as revenue of US$7.09 billion came in ahead of forecasts amid weak chemical markets. At the same time, the company outperformed its Cash Improvement Plan by delivering US$800 million in savings, raised its cumulative target to US$1.3 billion by the end of 2026, and advanced plans to divest four European assets while maintaining an...

This article walks through key clues in a clear, practical way for readers wondering whether Hess Midstream's share price reflects its true value, or if the market is mispricing its future potential. The stock last closed at US$34.97, with returns of 0.9% over 30 days, 0.9% year to date, an 8.8% decline over 1 year, and gains of 49.4% over 3 years and 135.1% over 5 years. Recent market attention on Hess Midstream has focused on how its fee based midstream model and long term contracts with...

HCI Group recently reported quarterly results showing revenues of US$216.35 million, a 23.4% year-over-year increase, alongside earnings per share of US$4.90 that exceeded the prior year and analyst expectations. Consensus now points to current-quarter earnings of US$4.87 per share, reflecting how recent operational performance has influenced analyst expectations for the near term. Next, we will assess how this strong earnings and revenue momentum shapes HCI Group’s investment narrative for...

Starbucks (NasdaqGS:SBUX) is rolling out advanced AI tools and automation systems across U.S. stores to streamline customer service and staff scheduling. The company reports a turnaround in customer traffic and operational momentum after roughly two years of softer store visits. Starbucks is expanding sustainable packaging, including efforts that helped make cold to go cups widely recyclable across the U.S. Together, these moves reflect a broad shift in how Starbucks runs its stores and...

What Dover’s recent move might mean for investors Dover (DOV) has attracted fresh attention after a recent move in its share price, with the stock last closing at $207.32. That puts the focus back on its scale and diversified industrial footprint. See our latest analysis for Dover. The recent 1-day share price return of 2.89% comes after a steady run, with a 30-day share price return of 5.91% and a 90-day gain of 16.32%. The 5-year total shareholder return of 82.88% points to a longer record...

Apple (NasdaqGS:AAPL) has agreed to acquire AI startup Q.ai, aiming to strengthen on device intelligence and future versions of Siri and its user interfaces. The company secured a major policy win in India, with a tax exemption that supports expansion of local manufacturing operations. Apple is reshaping its product roadmap, emphasizing high end and foldable iPhones while delaying some standard models in response to supply chain pressures and elevated component costs. Apple, trading at...

HP (HPQ) is back in focus after Greenlight Capital disclosed that it has fully exited its position, citing weaker than hoped traction from AI focused PCs and rising memory costs that are pressuring margins. See our latest analysis for HP. At a share price of $19.81, HP has seen a 1-day share price return of 1.90% and a 7-day share price return of 1.80%, alongside a 30-day share price return of 10.44% and a 1-year total shareholder return of 35.35%. This highlights pressure on longer term...

Rithm Capital recently announced it is deepening its long-term partnership with Valon Technologies, with its Newrez unit set to deploy ValonOS to enhance servicing for over 4 million homeowners. This move highlights Rithm’s push to modernize mortgage servicing through AI-native technology, aiming to improve customer experience while trimming servicing costs. We’ll now examine how this AI-driven servicing upgrade shapes Rithm Capital’s broader investment narrative and long-term operational...

Air Products and Chemicals (APD) is back in focus after its fiscal first quarter topped analyst earnings and revenue expectations, supported by new NASA liquid hydrogen contracts, ongoing clean energy project talks, and another consecutive dividend increase. See our latest analysis for Air Products and Chemicals. Those earnings and NASA contract announcements have come as the share price has climbed, with a 30 day share price return of 8.19% and a 90 day share price return of 12.55%, even...

TSMC (NYSE:TSM) is committing US$165b to new semiconductor factories in the U.S. A new trade agreement between Taiwan and the U.S. reduces tariffs on key tech products. The deal is part of a broader US$250b Taiwanese corporate push into U.S. semiconductor and AI sectors. TSMC, the contract chipmaker behind many of the world's advanced processors, is expanding its manufacturing footprint in the U.S. with a planned US$165b build out. For a company already central to global chip supply chains,...

The Trump administration’s new Project Vault plan to build a US$12 billion rare earths stockpile, alongside a reported 15% federal stake in MP Materials (MP), is pulling fresh attention to the stock. See our latest analysis for MP Materials. That policy backdrop and the reported federal stake come after a mixed stretch for MP Materials’ share price, with a 7.53% year to date share price return alongside a very large 1 year total shareholder return of 165.90%. This suggests momentum has been...

Huntington Bancshares (NasdaqGS:HBAN) has closed its merger with Cadence Bank. The deal expands Huntington's geographic footprint, including leading deposit market share in Mississippi and a larger presence in Texas. Three former Cadence directors have joined Huntington's board, changing the company's governance mix. For you as an investor, this merger reshapes Huntington into a broader regional banking platform with a stronger position across key Southern markets. The combined business now...