U.S. Tech Hardware Stock News

Nektar Therapeutics (NasdaqCM:NKTR) announced a new academic collaboration with neuroimmunologist Dr. Stephen L. Hauser and UCSF focused on multiple sclerosis research. The partnership aims to integrate clinical insights with foundational neuroscience to explore potential advances in MS treatment for patients worldwide. Nektar Therapeutics, trading at a recent share price of $70.37, has seen sharp moves in its stock, including an 89.3% return over the past 30 days and a 62.1% return year to...

If you are wondering whether Viper Energy's current share price gives you good value, this article walks through what the numbers are saying and how they line up with different valuation yardsticks. The stock most recently closed at US$45.05, with returns of 11.8% over 30 days, 16.2% year to date and 4.8% over the past year, while the 7 day return was roughly flat at a 0.1% decline. Recent news coverage around Viper Energy has focused on its role as an energy royalty owner and its exposure...

Why analyst upgrades are putting QUALCOMM (QCOM) back on investors’ radar QUALCOMM (QCOM) has just attracted fresh attention after upgrades from Loop Capital and Wells Fargo, with both firms pointing to easing headwinds and a broader story beyond smartphones. For you as an investor, the interesting angle is how this shift in sentiment lines up with Qualcomm’s push into data center and AI solutions, alongside its existing mobile, automotive, and IoT businesses. See our latest analysis for...

The Morning Bull - US Market Morning Update Thursday, Feb, 26 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly softer while Nasdaq 100 and Dow futures hold near flat, as investors weigh stronger global growth signals against interest rate worries. Taiwan just reported a record current account surplus of about US$69.9b, powered by a US$63.6b goods trade surplus tied to AI and electronics exports, which underlines how demand for chips and hardware is feeding into...

Valaris and Transocean have agreed to a Business Combination Agreement to merge their operations into a single offshore drilling company. The combined business is expected to bring together both fleets and resources, creating a larger player in offshore drilling. The plan includes monetizing certain non core assets and operating under some constraints while the combination is completed. For Valaris (NYSE:VAL), the deal comes after a period of strong share price performance, with the stock...

If you are looking at Shoals Technologies Group and wondering whether the current share price reflects its true value, this article will walk you through what the numbers are saying in plain terms. The stock last closed at US$6.85, with returns of a 36.2% decline over 7 days, a 26.1% decline over 30 days, a 24.6% decline year to date, a 76.8% gain over 1 year, a 72.8% decline over 3 years and a 79.8% decline over 5 years, which gives a mixed picture of recent and longer term...

Iovance Biotherapeutics (NasdaqGM:IOVA) reported encouraging clinical trial data for lifileucel in patients with advanced sarcoma. The company plans to initiate a registrational trial and pursue accelerated FDA approval for lifileucel in this sarcoma setting. Iovance also received FDA Fast Track designation for lifileucel in non-small cell lung cancer. Iovance Biotherapeutics focuses on developing tumor infiltrating lymphocyte (TIL) therapies for difficult-to-treat cancers. The new sarcoma...

What just happened with LifeStance Health Group stock? LifeStance Health Group (LFST) just reported fourth quarter and full year 2025 results, moved from a net loss to net income, issued 2026 revenue guidance, and announced a US$100 million share repurchase program. See our latest analysis for LifeStance Health Group. The recent earnings beat, move to net income, 2026 revenue guidance and US$100 million buyback plan have coincided with a 12.96% 90 day share price return to US$7.41. This comes...

Nvidia has fully exited its shareholder position in Arm Holdings (NasdaqGS:ARM), ending an equity relationship that started with its unsuccessful attempt to acquire the company. The two companies continue to work together through long term technology licensing agreements. Arm is gaining data center CPU market share, supported by demand for Amazon’s Graviton processors and broader interest in AI and non mobile computing. Arm designs CPU architectures that sit at the core of many smartphones,...

DocuSign Stock: Context After Recent Performance DocuSign (DOCU) has come under pressure in recent months, with the share price showing a 22% decline over the past month and a 38% decline over the past 3 months, prompting investors to reassess expectations. See our latest analysis for DocuSign. Zooming out, DocuSign’s recent weakness fits into a tougher year, with a year to date share price return of 33.29% and a 1 year total shareholder return of a 46.78% decline, suggesting fading momentum...

AtaiBeckley (ATAI) is back on investor radars after announcing a March 6 Virtual Investor Day, where management plans to update the market on its mental health pipeline and broader development priorities. See our latest analysis for AtaiBeckley. That announcement comes after a solid run in the shares, with a 7 day share price return of 9.87% and a 90 day share price return of 15.73%, alongside a very strong 1 year total shareholder return of 150.87%. This suggests momentum has been building...

Cactus, Inc. has reported fourth-quarter 2025 revenue of US$261.2 million and net income of US$39.84 million, with full-year 2025 revenue of US$1.08 billion and net income of US$166.01 million, all modestly lower than the prior year. Despite the softer results, the recent acquisition of Baker Hughes’ Surface Pressure Control business and continued analyst interest suggest investors are closely watching how Cactus leverages its expanded international footprint. Next, we’ll explore how the...

TransDigm Group (NYSE:TDG) is seeing pressure on profit margins as higher interest expenses and raw material costs follow recent acquisitions. The company is still reporting revenue growth but now guides adjusted profit per share below market expectations. Analysts remain broadly supportive of the stock while highlighting that higher financing and input costs are important risks for profitability. TransDigm Group is a major supplier of highly engineered aerospace components, with exposure...

Clean Energy Fuels (CLNE) has wrapped up FY 2025 with Q4 revenue of US$112.3 million and a basic EPS loss of US$0.20, while the trailing twelve months show revenue of US$424.8 million and a basic EPS loss of US$1.01, keeping the story firmly in loss-making territory. Over recent quarters the company has seen quarterly revenue move in a tight band between US$102.6 million and US$112.3 million, as quarterly basic EPS losses ranged from US$0.09 to US$0.60. This has left investors focused on how...

If you are wondering whether Colgate-Palmolive at around US$96.67 is still a sensible entry or hold, the key question is how that price stacks up against the company’s underlying value. The stock has recently delivered returns of 1.1% over 7 days, 13.5% over 30 days, 24.4% year to date, 9.9% over 1 year, 43.1% over 3 years and 45.8% over 5 years, which naturally raises questions about how much of the story is already reflected in the share price. Recent news flow around Colgate-Palmolive has...

If you are wondering whether Core Natural Resources is still offering good value after its run in recent years, this article will walk through what the current share price might be implying. The stock recently closed at US$86.84, with a 2.4% decline over 7 days, a 9.2% decline over 30 days and a 3.4% decline year to date, while the 1 year return stands at 16.0%, the 3 year return at 53.7% and the 5 year return is roughly 7x. Recent coverage has focused on Core Natural Resources' position in...

Invitation Homes completed a $100 million share buyback program as it responds to industry headwinds in the single family rental market. The company is assessing the potential impact of possible Federal Reserve rate cuts on its funding costs, portfolio strategy, and shareholder returns. Regulatory scrutiny of large single family rental owners continues to shape operating conditions for Invitation Homes. For investors watching NYSE:INVH, this update lands after a stretch of weaker share...

Why Medical Properties Trust is back on investors’ radar Medical Properties Trust (MPT) has drawn fresh attention after returning to quarterly profitability, lifting its dividend and working through tenant bankruptcies and high leverage via property sales and new leases. See our latest analysis for Medical Properties Trust. The recent fourth quarter earnings return to profit, dividend increase and progress on tenant issues have coincided with a 13.83% 1 month share price return and a 13.39%...

Medtronic (MDT) is reshaping its business with plans to spin off its Diabetes segment through a MiniMed Group IPO, while advancing its Stealth AXiS spine surgery platform, moves that directly affect how investors may view the stock. See our latest analysis for Medtronic. Despite a recent soft patch, with a 30 day share price return of 3.99% decline and a 90 day share price return of 7.97% decline, Medtronic’s 1 year total shareholder return of 10.07% and 3 year total shareholder return of...

Early Comstock Resources investor Dallas C. Salazar has launched a new family office, Two Texas Presidents, focused on energy sector investments. Salazar has been involved in prior acquisition events at Comstock Resources, which brought him significant gains. The new family office keeps attention on Comstock Resources' history with high profile energy investors such as Salazar. For investors watching Comstock Resources (NYSE:CRK), the launch of Two Texas Presidents adds context around the...

Strategy Inc., formerly MicroStrategy, recently completed its 100th Bitcoin purchase, adding 592 BTC for about US$39.8 million and funding the acquisition by selling roughly 297,940 common shares, reinforcing Bitcoin as its primary treasury reserve asset. This milestone underlines Strategy’s singular commitment to an aggressive Bitcoin accumulation model at a time when most corporate treasuries have stepped back, intensifying debate over balance-sheet risk and shareholder dilution. Next, we...

Argan (AGX) has drawn fresh attention after announcing two large Texas contracts to build power plants that will supply electricity to data centers running AI workloads, directly connecting its project pipeline to AI driven power demand. See our latest analysis for Argan. The latest Texas wins sit against a sharp share price run, with Argan’s 30 day share price return of 25.13% and year to date share price return of 35.70% combining with a very large 1 year total shareholder return that...

Truist Financial (NYSE:TFC) is offering clients access to SEC registered spot Bitcoin ETFs through Truist Investment Services Inc. The bank has also launched open banking connectivity in partnership with Mastercard, giving clients new ways to link and manage financial data. These moves expand Truist Wealth's product shelf and introduce new digital tools for clients who want broader choice and more control. For a large US regional bank focused on retail, wealth, and commercial banking, this...

Earlier this week, F&G Annuities & Life, Inc. and Voya Financial, Inc. announced that F&G's annuity solutions will be distributed through Voya's Wealth Management platform, giving Voya financial professionals access to a broader suite of retirement and income protection products supported by education and product expertise. This collaboration highlights how Voya is using third-party partnerships to deepen its retirement offering without building every annuity product in-house, potentially...