U.S. Tech Hardware Stock News

VEON Ltd. announced that, earlier this month, its Beeline Kazakhstan unit successfully completed Central Asia’s first field test of Starlink Direct to Cell, enabling voice calls and text messages over standard 4G smartphones using satellite connectivity where traditional mobile coverage ends. This trial marks an important step in VEON’s push to blend satellite and terrestrial networks, potentially expanding coverage in remote regions and strengthening the resilience of its connectivity...

Kennametal (KMT) is turning heads after announcing a new integration with Hexagon's cloud based Tool Library, linking its digital tooling data directly into Hexagon's WORKNC CAM platform to streamline setup and improve machining accuracy. See our latest analysis for Kennametal. The integration news comes amid strong momentum, with Kennametal’s share price returning about 40 percent over the last 90 days and roughly 23 percent year to date, while the one year total shareholder return sits near...

DiDi Global has recently begun 24/7 fully unmanned robotaxi trials in Guangzhou, advanced fundraising for its self-driving unit at a targeted US$5.00 billion valuation, completed a US$286.00 million share repurchase program covering about 61.50 million shares, and moved close to finalizing a US$740.00 million settlement tied to its U.S. IPO lawsuit. Together, progress in autonomous driving, a sizeable buyback, and the pending resolution of a large legal overhang point to a company seeking to...

In its latest reported quarter, Wolverine World Wide generated US$470.3 million in revenue, up 6.9% year on year, with Merrell, Saucony and Sweaty Betty all beating expectations and delivering a record gross margin performance. The company also raised its full-year guidance more than any other footwear peer, highlighting stronger-than-expected momentum across its core brands and operations. Next, we’ll examine how this record gross margin quarter and upgraded guidance might influence...

McDonald's (MCD) just put a clearer stake in the ground for 2026 by tightening global franchising standards around pricing and value, while also leaning into subsidized 5 dollar meals to protect traffic in an inflation squeezed consumer landscape. See our latest analysis for McDonald's. Those tougher value standards and subsidized 5 dollar deals are landing against a backdrop of steady gains, with McDonald's 90 day share price return of 5.09 percent and a five year total shareholder return of...

Tenable Holdings recently appointed former Microsoft security executive Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel, and earlier this month the U.S. General Services Administration announced a OneGov agreement enabling federal agencies, including the Department of Defense, to access Tenable’s FedRAMP-authorized Cloud Security solution at a discount through March 2027. These moves highlight Tenable’s push to scale its Tenable One platform, deepen...

Knife River (KNF) has been busy in Texas, locking in a $112 million highway paving contract and acquiring Texcrete Operations and TexAgg to deepen its vertically integrated footprint across the fast growing Texas Triangle. See our latest analysis for Knife River. Despite these Texas wins, Knife River's share price return has been weak year to date at minus 24.1 percent, and its 1 year total shareholder return of minus 28.4 percent suggests that while recent 1 month share price momentum of 9.6...

Lemonade recently expanded its auto insurance offering by integrating directly with Tesla vehicles in select states, allowing owners to link their cars within the Lemonade app. This connection to Tesla’s in-car data ecosystem highlights Lemonade’s push to deepen its AI-driven insurance model and appeal to tech-focused drivers. We’ll now explore how this Tesla integration could reshape Lemonade’s investment narrative, particularly its AI advantage and product expansion efforts. Trump's oil...

eXp World Holdings (EXPI) is back in focus after its core brokerage, eXp Realty, reshuffled its leadership bench. The company elevated tech and brokerage insiders while its prior chief technology officer exits for a new role. See our latest analysis for eXp World Holdings. The leadership shakeup lands at a time when the share price sits around $10.60 and recent short term share price returns have been soft. Meanwhile, the longer term total shareholder return remains deeply negative,...

Simpson Manufacturing (SSD) has been quietly grinding higher, with the stock up around 3% over the past month even after a choppy past 3 months and softer 1 year returns. See our latest analysis for Simpson Manufacturing. At around $168.88 per share, Simpson’s recent 30 day share price return of roughly 3% looks modest against a tougher 90 day patch, but the strong three year total shareholder return above 90% suggests the longer term uptrend is still intact and momentum is consolidating...

Shake Shack (SHAK) has grabbed fresh attention after CEO Rob Lynch laid out upbeat 2026 goals, pairing a plan to dramatically expand its U.S. footprint with ongoing gains in customer traffic and margins. See our latest analysis for Shake Shack. That upbeat roadmap is landing after a volatile stretch. The latest $83.65 share price sits well below its year to date share price return of negative 37.23 percent, yet it stands alongside a three year total shareholder return of 80.12 percent. This...

Wix.com (WIX) shares have slid sharply over the past month and the past 3 months, even as the business continues to grow double digits in revenue and earnings, raising a fresh valuation question for investors. See our latest analysis for Wix.com. At a share price of $97.78, Wix.com has seen its 30 day share price return tumble nearly 22 percent and its year to date share price return fall sharply. However, the three year total shareholder return remains positive, signaling that recent...

Recent move in Spectrum Brands Holdings stock Spectrum Brands Holdings (SPB) has quietly climbed about 8% over the past week and 16% in the past 3 months, even though the share price is still down sharply year to date. See our latest analysis for Spectrum Brands Holdings. That recent 8% 7 day share price return and 16% 3 month share price return look more like a relief rally than a full trend change, given the year to date share price return is still deeply negative and the longer term total...

MSCI (MSCI) is back in the spotlight as it weighs stricter rules for digital assets in its indexes, including the potential exclusion of companies whose balance sheets rely heavily on cryptocurrencies and digital asset treasuries. See our latest analysis for MSCI. Those tougher digital asset rules land at an interesting time for the stock. A recent 7 day share price return of 3.09 percent has helped to steady what has otherwise been a weak year to date share price return of negative 7.3...

Earlier in December 2025, Pharvaris reported pivotal Phase 3 RAPIDe-3 data for its oral deucrictibant capsule in hereditary angioedema (HAE) and confirmed plans to begin global marketing authorization filings, including a U.S. FDA New Drug Application, starting in the first half of 2026. An especially important angle for investors is that, if the ongoing CHAPTER-3 trial is successful, deucrictibant could become the first oral therapy designed to address both on-demand and prophylactic...

If you are wondering whether U.S. Bancorp at around $53.71 is still worth buying after its recent run, you are not alone. This piece is going to unpack what the current price really implies about value. The stock has climbed about 4.5% over the last week and 14.0% in the past month, building on a 12.2% gain year to date and roughly 9.3% over the last year. This hints that the market is slowly warming back up to the name after a choppy few years. Recent headlines have focused on the health of...

If you are wondering whether Arm Holdings is attractively priced today or whether the excitement is already fully reflected in the share price, you are in the right place to unpack what the market might be missing. After a sharp rally earlier in the year, the stock has recently cooled off, with the price down around 11% over the last week and month, and about 3% lower year to date, leaving it roughly 14.2% below where it was a year ago. These swings come as investors digest Arm’s push deeper...

Market context for Eli Lilly Eli Lilly (LLY) has been quietly grinding higher, with the stock up about 4% over the past month and nearly 39% in the past 3 months, far outpacing the broader market. See our latest analysis for Eli Lilly. That move fits into a powerful run, with a roughly 36.5% year to date share price return and a 37.4% one year total shareholder return. This suggests momentum is still very much building rather than fading. If Lilly’s surge has you rethinking healthcare...

Murphy USA recently appointed Michael G. Kulp, Founder and CEO of KBP Brands, to its board as an independent Class I director, assigning him to the Audit and Executive Compensation Committees with a term running through the 2026 annual meeting. Kulp’s experience scaling more than 1,200 fast-food restaurant locations through over 95 multi-unit acquisitions may give Murphy USA fresh operational and M&A insights that are highly relevant to a large, efficiency-focused fuel and convenience...

CRA International (CRAI) has quietly outperformed the broader market over the past month, gaining about 10%, even as its past year has been roughly flat. That combination of steady fundamentals and uneven sentiment may create an interesting point for investors to take a closer look. See our latest analysis for CRA International. With the share price now around $199.19 and a 30 day share price return of just over 10%, the near term momentum stands in contrast to a slightly negative 1 year...

Wondering if YETI Holdings is finally at a buyable price, or if the market is still clinging to the brand hype? Let us unpack what the numbers are actually saying about value here. After a choppy few years, the stock has crept higher, up 1.0% over the past week and 16.2% over the last month. That brings its year-to-date gain to 15.6% but leaves the 1-year return almost flat at 0.3%, and the 5-year return still down about 40.0% from earlier highs. Recently, YETI has stayed in the conversation...

Earlier in December 2025, Marqeta, Inc. announced that its Board had authorized a share repurchase program of up to US$100 million of its Class A common stock, with no set expiration date and execution aligned to its capital allocation priorities. This buyback initiative highlights management’s confidence in Marqeta’s underlying business and signals an intention to return excess capital while potentially reducing share count over time. We’ll now examine how Marqeta’s newly announced...

Strategy (MSTR) has quietly slid over the past few months, with the stock down about 19% this month and more than 50% over the past 3 months, despite solid net income growth. See our latest analysis for Strategy. The recent slide is a sharp contrast to Strategy’s multiyear run, with the share price now at $162.08 and short term share price momentum clearly fading, even as longer term total shareholder returns remain impressive. If this shift in sentiment has you reassessing opportunities in...

If you are wondering whether Solstice Advanced Materials is still flying under the radar or already priced for perfection, you are not alone. This stock has quietly moved onto many watchlists. In the last week the share price has climbed 4.5%, and over the past 30 days it is up a solid 12.0%, even though year to date it is only slightly ahead at 0.8%. Much of that recent momentum has followed upbeat commentary around demand for next generation battery materials and new supply agreements with...