U.S. Tech Hardware Stock News

Cognizant Technology Solutions, which announced its fiscal Q4 2025 results on February 4, 2026, had previously raised full-year adjusted EPS guidance to US$5.22–US$5.26 and increased the lower end of its annual revenue forecast to US$21.05 billion, following several quarters of outperforming Wall Street earnings expectations. Investor enthusiasm has been supported by Cognizant’s AI-focused growth plans and expectations that enterprises will increase spending on digital infrastructure and...

Mohawk Industries (MHK) is back in focus after Wolfe Research cut its rating to Peer Perform, citing a narrowed discount versus flooring peers and a delay of repair and remodel recovery expectations to 2027. See our latest analysis for Mohawk Industries. The Wolfe downgrade and delayed remodel recovery timeline come as Mohawk’s share price has recently picked up, with a 7 day share price return of 6.71% and a year to date share price return of 8.41%. At the same time, the 1 year total...

XPeng (XPEV) has drawn fresh attention after reporting December 2025 deliveries of 37,508 vehicles, up 2% year over year, and full year deliveries of 429,445 units, a 126% year over year increase. See our latest analysis for XPeng. XPeng's December delivery update and its push into "physical AI" with robotaxis and humanoid robots arrive after a mixed year for the shares, with a 5.42% 1 month share price return but a 7.87% 3 month share price decline. At the same time, the 63.83% 1 year total...

Albemarle (ALB) has jumped into focus after a cluster of favorable analyst actions, including a rating upgrade from Baird tied to expectations for firmer lithium pricing and rising energy storage and mobile AI demand. See our latest analysis for Albemarle. The recent cluster of upgrades and more positive commentary around lithium pricing has arrived alongside a sharp 67.59% 3 month share price return and a 79.91% 1 year total shareholder return, suggesting momentum has been rebuilding after...

Advanced Micro Devices (AMD) is back in the spotlight after a cluster of AI focused announcements at CES 2026, including new MI440X and MI455X data center chips and fresh partnerships across automotive and edge computing. See our latest analysis for Advanced Micro Devices. Despite the CES headlines, AMD’s share price has been under pressure recently, with a 7 day share price return of 8.10% and a 90 day share price return of 6.84%. At the same time, the 1 year total shareholder return sits at...

In recent days, Needham added VF Corp to its Conviction List, highlighting past holiday strength at The North Face and Timberland and initial recovery signs at Vans, alongside management’s intent to pare back debt. This combination of brand momentum and balance sheet repair efforts is drawing renewed attention to how VF Corp might reshape its longer-term profile despite earlier operational and financial pressures. We’ll now explore how this fresh analyst optimism around brand performance...

Why CareTrust REIT’s latest acquisition matters for shareholders CareTrust REIT (CTRE) has agreed to acquire six Mid Atlantic skilled nursing facilities for about US$142 million, adding 532 licensed beds under a new long term triple net lease with inflation linked rent escalators. See our latest analysis for CareTrust REIT. The acquisition follows a period of steady share price strength, with a 90 day share price return of 12.41% and a 1 year total shareholder return of 47.35%. This suggests...

SkyWest stock moves: what recent performance and earnings growth suggest SkyWest (SKYW) shares have been moving on a mix of recent price swings and improving fundamentals, with the stock near $100 and annual revenue and net income growth highlighting the airline's current earnings profile. See our latest analysis for SkyWest. Recent trading has been a bit choppy, with a 2.0% 1 day share price return contrasting with weaker 30 day and year to date share price returns. At the same time, the...

Ford Motor (F) is in the spotlight after announcing a US$19.5b special charge linked to its electric vehicle reset, as the automaker leans into hybrids and extended range models, and explores battery storage opportunities. See our latest analysis for Ford Motor. Ford's reset on electric vehicles, analyst upgrades and a recent 52 week high have come alongside a 90 day share price return of 21.89% and a 1 year total shareholder return of 57.08%, suggesting momentum has strengthened over both...

In recent days, Lennar Corporation has seen stronger investor interest as its short interest fell significantly, leaving 11.52 million shares sold short, or 7.22% of its tradable float. This sharp reduction in bearish positioning, especially versus peers, points to a shift in market sentiment that contrasts with concerns around slowing revenue growth and operational efficiency. With short interest dropping sharply and sentiment turning more positive, we’ll now examine how this shift...

Universal Health Services (UHS) is back on traders’ radar after a Wells Fargo downgrade to Equal Weight, citing fading post COVID benefits and rising legislative risks, with other brokers also taking a more cautious tone. See our latest analysis for Universal Health Services. Those rating changes have come after a choppy stretch for Universal Health Services, with a 7 day share price return of a 5.8% decline and a 30 day share price return of a 7.0% decline, even as the 1 year total...

Recently, WEX highlighted its expectations that embedded payments will gain momentum in 2026, especially in business-to-business transactions, as this technology becomes a standard feature in corporate payment flows. At the same time, WEX’s favorable valuation metrics, improving earnings outlook versus peers, and alignment with broader embedded payments adoption have drawn investor attention as markets shift toward value-oriented financial stocks. We’ll now examine how WEX’s focus on...

Event Context and Recent Share Performance Hercules Capital (HTGC) has drawn investor attention following its recent share performance. The stock is down around 1% over the past week and month, while still showing a positive total return over the past 3 months. See our latest analysis for Hercules Capital. Zooming out, Hercules Capital’s recent share price softness contrasts with its longer history of value creation, with a slight year to date share price decline but a 5 year total...

Why Copilot Checkout matters for Microsoft stock Microsoft (MSFT) just rolled out agentic AI tools for retailers, headlined by Copilot Checkout, which keeps shoppers inside the Copilot experience while completing purchases through partners including PayPal, Shopify, and Stripe. For investors, this moves Microsoft deeper into AI-powered commerce. It ties the company’s cloud and Copilot ecosystem more directly to transaction flows, retailer workflows, and potential usage based revenue streams...

Frontier Group Holdings has appointed James G. Dempsey, previously interim chief, as President, Chief Executive Officer and board member, effective January 7, 2026. Alongside this leadership change, the company guided fourth-quarter 2025 adjusted diluted earnings per share toward the high end of its prior range, citing stronger revenue despite a U.S. government shutdown. We’ll now examine how Dempsey’s appointment and the upgraded fourth-quarter outlook may influence Frontier’s existing...

Enterprise Products Partners L.P. recently declared a quarterly cash distribution for the fourth quarter of 2025 of US$0.55 per unit (US$2.20 annualized), a 2.8% increase over the prior year, payable on February 13, 2026, to common unitholders of record on January 30, 2026. Alongside this higher payout, the partnership repurchased about US$300.00 million of common units in 2025, using only a small portion of its authorized US$5.00 billion buyback program, underscoring its emphasis on...

Western Digital’s Recent Performance in Focus Western Digital (WDC) has drawn investor attention after a period of strong share price moves, with the stock showing sizable gains over the past year and very large total returns over three years. At a last close of US$200.46, Western Digital now sits well above its month and past 3 months returns, which themselves already reflect double digit gains. This has prompted closer scrutiny of whether recent performance aligns with the company’s...

Freeport-McMoRan (FCX) is back in the spotlight as investors weigh ongoing class action lawsuits over safety disclosures at its Grasberg Block Cave mine, alongside reports of production recovery and recent insider share purchases. See our latest analysis for Freeport-McMoRan. The recent legal headlines sit alongside strong share price momentum, with a 30 day share price return of 19.31% and 90 day share price return of 34.69%. The 1 year total shareholder return of 45.63% suggests that, for...

Papa John’s International recently agreed to a US$5,000,000 legal settlement over its past franchise hiring restrictions and outlined a turnaround plan centered on cost efficiencies, refranchising and expanding its international footprint. The decision to end limits on franchisees hiring from one another, alongside an emphasis on cost savings and overseas growth, highlights how labor practices and business model adjustments are becoming central to the company’s longer-term...

Super Micro Computer (SMCI) is back in focus after expanding its manufacturing capacity around NVIDIA’s next generation AI processors and securing a new US$2b revolving credit facility to support AI focused inventory and operations. See our latest analysis for Super Micro Computer. The recent manufacturing expansion around NVIDIA’s next generation AI chips and the new US$2b credit facility come after a sharp reset, with a 90 day share price return of a 43.21% decline and a relatively flat...

In recent days, Goldman Sachs analyst Oliver Carruthers initiated coverage of FB Financial with a Buy rating and a price target of €25.30, coinciding with the bank’s latest quarterly earnings release outlining revenue and net profit. Together, the fresh analyst attention and newly reported financial results provide investors with updated external and internal views on how FB Financial is currently operating. We’ll now explore how Goldman Sachs’ new Buy coverage shapes FB Financial’s...

Walmart (WMT) is attracting fresh attention after Nasdaq said the retailer will join the Nasdaq-100 Index, replacing AstraZeneca. This change comes alongside a series of tech-focused moves that push the business further into AI and digital services. See our latest analysis for Walmart. That index inclusion headlines a busy period for Walmart, with AI-focused initiatives like the Gemini shopping experience and new health offerings such as Better Care Services helping sustain interest despite a...

If you have ever wondered whether Alphabet's share price actually lines up with its underlying value, this is a good moment to take a clear look at what you are paying for. Alphabet shares last closed at US$328.57, with returns of 3.8% over 7 days, 6.2% over 30 days, 4.3% year to date, 72.7% over 1 year and 259.4% over 3 years. This raises obvious questions about what is already priced in and how much risk you are taking on at current levels. Recent headlines around Alphabet continue to...

In recent days, Huntington Ingalls Industries hosted senior Navy leaders, including the Secretary of the Navy, at its Ingalls Shipbuilding division to discuss its role in the “Golden Fleet” modernization push and showcase more than US$1.00 billion of investments in infrastructure and advanced technologies. This high-profile engagement, occurring alongside a proposal to lift the U.S. military budget for 2027 to about US$1.50 trillion, highlights how closely HII’s long-term prospects are tied...