U.S. Tech Hardware Stock News

In late January 2026, Seagate Technology Holdings plc reported fiscal second-quarter results showing sales of US$2,825 million and net income of US$593 million, both higher than a year earlier, alongside guidance for fiscal third-quarter revenue of about US$2.90 billion and a maintained quarterly dividend of US$0.74 per share. Management highlighted exceptionally strong AI-driven data center demand, with nearline storage capacity reportedly booked through calendar 2026 and discussions...

M/I Homes (MHO) has just posted its FY 2025 numbers, with Q4 revenue of US$1.1b and basic EPS of US$2.44, alongside trailing twelve month revenue of US$4.4b and EPS of US$15.07. Over recent quarters, revenue has moved between US$976.1m and US$1.2b while quarterly basic EPS has ranged from US$2.44 to US$4.85, giving investors a clear read on how earnings are tracking through the cycle. With net margins now at 9.1% versus 12.5% last year, the latest release puts profitability trends, rather...

Earlier in January 2026, Astera Labs expanded its Scorpio X-Series roadmap and broader connectivity portfolio, adding higher radix options, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity in close collaboration with hyperscalers targeting the merchant scale-up switching market projected at US$20.00 billions by 2030. This push deepens Astera Labs’ role at the heart of AI data center connectivity, aiming to unify diverse accelerator, memory,...

If you are wondering whether Bank First's share price still offers value after a strong run, you are not alone. This article walks through what the current valuation may be telling you. Bank First's share price last closed at US$138.60, with returns of 2.0% over 7 days, 12.6% over 30 days, 14.9% year to date, 42.5% over 1 year, 83.8% over 3 years and 121.7% over 5 years. This naturally raises questions about how the market is pricing the stock today. Recent share price moves have been...

If you are wondering whether Ally Financial's current share price reflects its true worth, you are not alone. This article is here to focus squarely on that question. Over the past week the stock returned 2.3%, while the 30 day and year to date returns of 5.8% decline and 6.1% decline contrast with a 1 year return of 11.4%, a 3 year return of 34.6%, and a 5 year return of 19.6%. Recent coverage has centered on Ally Financial's role in consumer auto finance and digital banking, as investors...

Comcast (NasdaqGS:CMCSA) has completed the spin off of Versant Media Group, reshaping its media footprint. The company introduced RealTime4K for live sports streaming, aiming to upgrade the viewing experience around major events. Comcast also announced management changes and new investments intended to support broadband growth and its content offering. Comcast enters these changes with its share price at $29.24, and returns over the past 3 years and 5 years showing declines of 16.1% and...

Walt Disney (NYSE:DIS) announced plans to open Disneyland Abu Dhabi, its first theme park resort in the Middle East. The new resort marks an expansion of Disney's international park footprint beyond its existing locations in North America, Europe, and Asia. The project is expected to create a new regional hub for Disney entertainment, hospitality, and licensing activity. For investors watching NYSE:DIS, this move highlights how Disney continues to lean on its parks, experiences, and...

Ameriprise Financial reported its fourth-quarter 2025 results, with revenue rising to US$5,047 million while net income and earnings per share edged lower compared with a year earlier, and the board affirmed a quarterly dividend of US$1.60 per share payable on February 27, 2026. This combination of higher revenue but softer profitability, alongside a continued cash dividend, offers a nuanced view of how Ameriprise is balancing growth and shareholder returns. We’ll now examine how...

Amcor (NYSE:AMCR) has launched new recyclable and sustainable rigid and flexible packaging solutions for the de-icing industry. The offering targets customers in the de-icing sector that are looking to cut plastic waste and improve environmental performance. This move extends Amcor's packaging portfolio into a specialized industrial niche focused on winter and de-icing applications. For investors tracking NYSE:AMCR, this product launch comes with the stock at a share price of $43.89. Recent...

Robinhood Markets (NasdaqGS:HOOD) is seeking a dedicated retail investor allocation in the expected SpaceX IPO, aiming to give individual investors access to a high profile offering that is typically dominated by institutions. The company is also preparing product expansions into tokenized stocks and prediction markets, tying its platform more closely to blockchain based infrastructure and new forms of speculative trading. Robinhood Markets, trading around $101.24, has seen very large gains...

CF Industries Holdings (CF) has put low carbon fertilizer in focus after launching a pilot supply chain project with POET and several agriculture cooperatives, aimed at lowering the carbon intensity of corn and ethanol. See our latest analysis for CF Industries Holdings. Alongside the low carbon fertilizer pilot and the latest quarterly dividend of $0.50 per share, CF Industries Holdings has seen firm share price momentum, with a 30 day share price return of 22.23% and a 5 year total...

Huntington Bancshares (HBAN) has just raised US$1.75b through a mix of fixed to floating senior notes and fixed to fixed subordinated notes, shortly after reporting full year 2025 results and loan growth. See our latest analysis for Huntington Bancshares. At a share price of US$17.29, Huntington Bancshares has seen an 11.98% 90 day share price return and a 52.85% five year total shareholder return, suggesting positive long term momentum despite recent volatility around earnings, dividend...

Caterpillar has agreed to supply 2 gigawatts of fast response natural gas generators to the Monarch Compute Campus, aimed at powering AI focused data centers. The multi billion dollar alliance positions Caterpillar as a key provider of energy solutions tailored to hyperscale computing facilities. The project is designed to address rising power needs from AI workloads with flexible, quick start generation capacity. Caterpillar, trading on the NYSE as NYSE:CAT, is moving deeper into data...

Corning (NYSE:GLW) has entered a multi year supply agreement of up to $6 billion with Meta Platforms to provide advanced optical fiber and connectivity products. The products will support Meta's new AI data centers, with Corning expanding manufacturing capacity in North Carolina to meet demand. The deal adds a large technology customer relationship and includes U.S. investment and job creation tied to AI related infrastructure build out. For investors watching Corning, this agreement comes...

If you are wondering whether Mettler-Toledo International is fairly priced or you might be paying too much for quality, this article will walk through what the current share price could mean for long term investors. The stock recently closed at US$1,392.80, with returns of a 3.2% decline over 7 days, a 1.5% decline over 30 days, a 1.3% decline year to date, a 2.1% gain over 1 year, a 12.1% decline over 3 years and a 14.5% gain over 5 years, which gives mixed signals about how the market is...

BeOne Medicines extended its collaboration with InSysBio to apply mechanistic translational modeling to its clinical programs. The renewed partnership focuses on dose selection and reducing cytokine release risks in upcoming clinical studies. The move is aimed at supporting clinical study design and safety for BeOne Medicines' drug development pipeline. For investors watching BeOne Medicines (NasdaqGS:ONC), the extended InSysBio collaboration comes as the stock trades around $350.0 per...

Solana integration puts tokenized funds in focus WisdomTree (WT) has rolled out its full suite of regulated tokenized funds on the Solana blockchain, giving retail and institutional investors onchain access through WisdomTree Connect and WisdomTree Prime. The move highlights how a traditional ETF sponsor is using faster, lower cost blockchain rails to support money market, equity, fixed income and alternative exposures in tokenized form. See our latest analysis for WisdomTree. The Solana...

THOR Industries recently released its eighth annual sustainability report for fiscal 2025 and highlighted the launch of the ENTEGRA COACH EMBARK, described as the world's first range-extended electric class A motorhome, as part of its eMobility and emissions-reduction efforts. The report underscores how THOR is integrating emissions cuts, solar investments, waste-reduction programs, and nonprofit partnerships into its broader business model for recreational vehicles. Next, we’ll examine how...

Calix (CALX) has capped FY 2025 with Q4 revenue of US$272.4 million and basic EPS of US$0.11, while trailing twelve month revenue sat at US$1.0 billion and EPS at US$0.27 as the business moved from loss to profit over the year. The company has seen revenue progress from US$206.1 million in Q4 2024, with a basic EPS loss of US$0.27, to US$272.4 million in Q4 2025 and positive EPS of US$0.11. This was accompanied by a swing in trailing twelve month EPS from a loss of US$0.45 in Q4 2024 to a...

Medtronic (NYSE:MDT) has received CE mark approval for its Sphere-360 pulsed field ablation catheter for cardiac arrhythmia treatment. The company has also extended its partnership with Mindray to deliver integrated patient monitoring solutions for ambulatory surgery centers. For Medtronic, a global medical technology company focused on cardiovascular care and patient monitoring, these developments add fresh products and partnerships to its existing portfolio. The CE mark for Sphere-360...

LTC Properties recently completed a US$108 million acquisition of three senior housing properties in Atlanta, adding nearly 400 private-pay units to its portfolio and funding the deal through its revolving credit line. This move increases senior housing operating investments to 27% of LTC’s gross real estate portfolio, reflecting a clear pivot away from skilled nursing exposure. We will now examine how LTC’s increased emphasis on private-pay senior housing could influence the company’s...

If you are wondering whether Huntington Ingalls Industries' current share price lines up with its underlying worth, you are not alone. The stock recently closed at US$427.83, with returns of 0.9% over 7 days, 25.1% over 30 days, 22.3% year to date, 124.0% over 1 year, 110.2% over 3 years and 197.0% over 5 years, which may have shifted how some investors think about its risk and potential. Recent news around Huntington Ingalls Industries has kept attention on its role as a major defense and...

If you have ever wondered whether AutoZone at around US$3,703.76 a share is priced fairly or carrying a premium, you are not alone. The stock invites a closer look at what you are really paying for. Over the past month the share price has moved 9.0%, with returns of 12.1% year to date, 10.5% over 1 year, 51.6% over 3 years and 203.5% over 5 years. This naturally raises questions about how much upside or risk is now baked into the current price. Recent attention on AutoZone has focused on its...

Tower Semiconductor (NasdaqGS:TSEM) is back in focus after management outlined record fourth quarter revenue guidance and a US$650 million capacity build out in photonics and SiGe, aimed at AI, 5G and data center demand. See our latest analysis for Tower Semiconductor. The recent guidance and US$650 million capacity plan come on top of a strong run, with a 58.17% 3 month share price return and a very large 1 year total shareholder return of 176.73%. This suggests momentum has been building...