U.S. Tech Hardware Stock News

If you are wondering whether Pagaya Technologies at around US$19.73 is still offering value after a strong run, you are not alone. This article will focus on what the current price implies. The stock has pulled back recently, with a 7 day return of an 8.9% decline and a 30 day return of an 11.4% decline. However, the 1 year return of 108.8% and 3 year return of 32.6% show that longer term holders have seen very different outcomes. Recent attention on Pagaya has centered on how its business...

Recent progress on leasing activity, a firmer tenant base and approaching fourth quarter earnings has put Innovative Industrial Properties (IIPR) back in focus as investors weigh possible US cannabis policy changes and industry sentiment. See our latest analysis for Innovative Industrial Properties. Despite the recent leasing progress and speculation around cannabis rescheduling, the share price at US$48.25 reflects a softer tone, with a 30 day share price return decline of 2.47% and a 1 year...

Bleichmar Fonti & Auld LLP has filed a securities fraud class action in the Middle District of Tennessee against Ardent Health, Inc. and certain executives, alleging misleading statements about its accounts receivable practices and reserve methodologies following revenue and liability reserve adjustments disclosed in November 2025. The complaint centers on whether Ardent Health’s use of a 180-day “cliff” for receivables and sizable hindsight-based revenue and reserve changes misled investors...

Plug Power (NasdaqCM:PLUG) shareholders approved amendments to the corporate charter to increase authorized shares. The company completed a large electrolyzer installation for a European customer, adding to its green hydrogen project base. Plug Power enacted layoffs as part of efforts to address ongoing financial challenges and adjust its cost structure. Plug Power focuses on hydrogen fuel cell systems and electrolyzers that support low carbon energy applications, from material handling...

If you are wondering whether Gaming and Leisure Properties is offering good value at today’s price or if you might be paying up for its casino real estate portfolio, this article walks through what the numbers are saying about the stock. The share price closed at US$44.37, with recent returns showing a 2.1% decline over 7 days, a roughly flat 0.1% decline over 30 days and year to date, and a 2.0% decline over the last year, while the 5 year return sits at 40.8%. Recent attention on Gaming...

If you are wondering whether Argan's share price still lines up with its fundamentals, the valuation story is where things start to get interesting. At a last close of US$355.77, Argan's stock has returns of 0.6% over 7 days, 9.1% over 30 days, 9.1% year to date, 168.2% over 1 year and a very large 3 year return that is a little over 8x, with a 5 year return also very large. These moves sit against a backdrop of ongoing interest in Argan as an engineering and construction contractor for...

Axon Enterprise is expanding its AI-powered public safety platform with new AI tools aimed at automating emergency and policing workflows. The company has agreed to acquire Carbyne and Prepared to strengthen AI-enabled emergency communications and real time information sharing. These moves reflect a push to move beyond hardware into a broader software and data ecosystem for public safety agencies. Axon Enterprise, NasdaqGS:AXON, is making these product and acquisition moves while its share...

Owlet, Inc. ( NYSE:OWLT ) shareholders have seen the share price descend 25% over the month. But that doesn't change...

Unsurprisingly, Carnival Corporation & plc's ( NYSE:CCL ) stock price was strong on the back of its healthy earnings...

Advanced Micro Devices (NasdaqGS:AMD) and GIGABYTE are expanding their partnership to bring on device AI features to a wider set of consumer products. The collaboration focuses on gaming and creator use cases, combining AMD hardware with customized AI software in laptops, motherboards, and gaming monitors. The new offerings aim to support AI driven performance tuning, content creation tools, and competitive gaming features across GIGABYTE’s consumer lineup. For investors watching...

Chubb (CB) is back in focus for investors after recent share price moves, with the stock last closing at $311.25. The question now is how that price lines up with its fundamentals. See our latest analysis for Chubb. Those recent share price gains, including an 8.96% 90 day share price return, sit alongside a 1 year total shareholder return of 15.13% and a 5 year total shareholder return of 102.33%. Taken together, this suggests that momentum has been building over time. If Chubb is on your...

Everspin Technologies (MRAM) is drawing fresh attention after Avalanche Technology filed a patent infringement lawsuit and a related US International Trade Commission complaint focused on Everspin’s Spin-transfer Torque MRAM product line. See our latest analysis for Everspin Technologies. The lawsuit arrives at a time when Everspin’s share price has shown strong momentum, with a 30 day share price return of 31.61% and a year to date share price return of 31.61%, while the 1 year total...

Acadia Healthcare Company reappointed Debra K. Osteen as Chief Executive Officer and board director after the departure of Christopher H. Hunter. Activist investor Engine Capital is urging the company to consider a review of options, including a potential sale or aggressive share buybacks. The leadership change and investor pressure come as the company trades at a share price of $13.21 under the ticker NasdaqGS:ACHC. For investors watching NasdaqGS:ACHC, this leadership reset lands at a...

Micron Technology (NasdaqGS:MU) has signed a letter of intent to acquire a chip fabrication plant in Taiwan to support high bandwidth memory supply for AI. The company has started construction on a new advanced wafer fabrication facility in Singapore with an investment of about US$24b. Both projects are aimed at addressing tight supply conditions in high bandwidth memory and NAND products used in AI and data centric applications. For you as an investor, this highlights how Micron is...

Event context and why Flowco is on the radar Flowco Holdings (FLOC) has been drawing attention after recent share price moves, with the stock last closing at $21.16 and posting a month and past 3 months return that stands out in its recent history. See our latest analysis for Flowco Holdings. Recent trading has been strong in the short term, with a 30 day share price return of 11.25% and a 90 day share price return of 31.51%, although the 1 year total shareholder return of 24.56% decline...

Tronox Holdings plc recently issued fourth-quarter 2025 guidance, projecting US$730 million in revenue, and announced the permanent closure of its 46,000-metric-ton-per-year TiO2 plant in Fuzhou, China due to weak domestic demand and rising sulfur costs. The company expects to incur US$60–80 million in restructuring and related charges but targets annual cost savings exceeding US$15 million while maintaining its ability to serve customers through its broader global manufacturing...

In January 2026, AXT, Inc. announced that its board had determined Leonard J. LeBlanc to be independent under Nasdaq rules and appointed him Chair of the Audit Committee, with former chair Jesse Chen remaining as a committee member. This governance shift comes as AXT’s role as a key Indium Phosphide wafer supplier to AI-driven data centers has drawn heightened investor attention. Against this backdrop, we’ll examine how Mr. LeBlanc’s move to independent Audit Committee Chair influences AXT’s...

Nvidia's widely discussed plan to invest up to US$100b in OpenAI has stalled, with the commitment never fully finalized. Internal concerns at Nvidia reportedly centered on deal structure and business discipline at OpenAI. The company is moving ahead with a US$2b investment in AI cloud provider CoreWeave to deepen its role in AI infrastructure. Nvidia has also released open AI models focused on weather and climate forecasting, targeting high impact scientific use cases. Nvidia, traded as...

If you are wondering whether Morgan Stanley's recent share price puts it at a premium or still leaves some value on the table, this article is for you. The stock most recently closed at US$185.10, with returns of 1.8% over 7 days, 1.8% over 30 days, 1.8% year to date, 38.6% over 1 year, 106.6% over 3 years and 192.6% over 5 years. Recent coverage of large U.S. financial institutions has focused on how capital markets activity, trading volumes and wealth management trends are influencing...

Uber Technologies (NYSE:UBER) has received a €1.7b payroll tax demand from French authorities related to alleged misclassification of drivers. The French tax claim centers on whether drivers should have been treated as employees for payroll tax purposes over prior periods. At the same time, Uber is launching its ride hailing service in Macau, marking its first entry into a new Asian market in several years. These developments come as Uber shares last closed at $80.84, with a 20.1% return...

Wondering whether PHINIA's share price still offers value after a strong run, or if you might be late to the story? This article focuses squarely on what the current valuation is really telling you. PHINIA's share price last closed at US$69.80, with returns of 1.5% over the past 7 days, 8.0% over the last month and year to date, and 45.6% over the past year. These figures can change how investors think about both upside potential and risk. Recent coverage around PHINIA has focused on its...

First Hawaiian, Inc. recently reported full-year 2025 results showing higher net interest income of US$663.74 million and net income of US$276.27 million, alongside a quarterly dividend of US$0.26 per share payable on February 27, 2026 to shareholders of record on February 13, 2026. The board also completed a prior US$100.25 million buyback and authorized a new US$250 million repurchase program, underscoring a focus on returning capital while credit costs, including US$5.0 million of...

UnitedHealth Group (NYSE:UNH) is conducting an operational review and restructuring as leadership responds to pressure in its Medicare Advantage and Medicaid businesses. The CEO has called 2025 a year of "critical self-examination," signaling plans to prioritize profitability and address operational inconsistencies at OptumHealth. The company is evaluating divestment of non core assets and workforce reductions as part of a broader refocus beyond its usual earnings cycle updates. For you as...

United Airlines Holdings recently reported that for the fourth quarter of 2025, revenue reached US$15,397 million and net income was US$1,044 million, while also issuing US$1 billion of 5.375% senior unsecured notes due March 1, 2031 under Rule 144A. At the same time, United continued rolling out Starlink high-speed Wi‑Fi across more than 300 regional aircraft, aiming for over 800 equipped planes by the end of 2026 and spotlighting this upgrade during a major football championship broadcast...