U.S. Tech Hardware Stock News

NYSE:AR
NYSE:AROil and Gas

Antero Resources Reshapes Footprint With Early HG Energy Deal Completion

Antero Resources (NYSE:AR) has closed its acquisition of HG Energy ahead of schedule. The deal expands core acreage and drilling inventory in West Virginia and is the largest transaction in Antero’s history. The company paired the acquisition with a sale of non core Ohio Utica assets, reshaping its operating footprint. Management highlights a longer inventory life, cost reductions, and room for further debt reduction and share repurchases. For investors watching NYSE:AR, this update comes...
NYSE:AEM
NYSE:AEMMetals and Mining

Is It Too Late To Consider Agnico Eagle Mines (AEM) After Its 125% One Year Surge?

If you are wondering whether Agnico Eagle Mines is priced attractively after its strong run, this article will walk you through how the market might be valuing the stock today. The share price recently closed at US$216.59, with returns of 2.2% over 7 days, 9.7% over 30 days, 27.1% year to date and 125.4% over 1 year. The 3 year and 5 year returns sit at very large multiples of the starting price. Recent coverage of Agnico Eagle Mines has focused on its position as a major precious metals...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After Upgraded Earnings Outlook And Tia Maria Project Updates

Why Southern Copper is back in focus Southern Copper (SCCO) is drawing fresh attention after earnings estimates were revised upward, alongside updates on its Tia Maria expansion plans, production mix at Buenavista, and a continued combination of cash and stock dividends. See our latest analysis for Southern Copper. The recent news builds on strong market interest, with a 59.26% 3 month share price return and a 1 year total shareholder return of 116.70%, indicating that momentum has been...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

How Strong 2025 Results and MRD-Focused 2026 Guidance At Adaptive Biotechnologies (ADPT) Has Changed Its Investment Story

In early February 2026, Adaptive Biotechnologies reported full-year 2025 results showing sales of US$276.98 million versus US$178.96 million a year earlier, and a net loss of US$59.5 million versus US$159.49 million, with basic loss per share from continuing operations improving to US$0.39 from US$1.08. On the same day, the company issued 2026 guidance for its measurable residual disease (MRD) business, projecting full-year revenue between US$255 million and US$265 million while withholding...
NasdaqGS:RNW
NasdaqGS:RNWRenewable Energy

ReNew Energy Global (NasdaqGS:RNW) Returns To Quarterly Loss And Tests Bullish Profitability Narrative

ReNew Energy Global (NasdaqGS:RNW) just posted Q3 2026 results with revenue of ₹25.1b and a small net loss of ₹198m, translating to basic EPS of ₹0.54 loss, setting a very different tone from the profits seen earlier in the year. The company has seen quarterly revenue move from ₹18.5b in Q3 2025 to ₹29.0b in Q4 2025, then to ₹39.0b in Q1 2026 and ₹36.3b in Q2 2026, with EPS swinging from a ₹10.70 loss in Q3 2025 to positive ₹6.91, ₹14.14 and ₹12.87 across those subsequent quarters before...
NYSE:CVI
NYSE:CVIOil and Gas

Is CVR Energy (CVI) Pricing Reflect Its DCF Upside After Recent Share Price Weakness

If you are wondering whether CVR Energy's current share price really lines up with its underlying worth, you are in the right place because this article focuses squarely on what the numbers say about value. The stock closed at US$23.17, with a 7 day return of 4.3% decline, a 30 day return of 0.6% decline, a year to date return of 8.0% decline, a 1 year return of 25.3%, a 3 year return of 12.8% decline and a 5 year return of 95.6%. Recent price moves sit against a backdrop of ongoing interest...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Constellation Energy Weighs Rate Caps Data Center Deals And Calpine Acquisition

Regulators in the Mid Atlantic region are proposing electricity rate caps that could affect Constellation Energy’s wholesale power revenues. Constellation Energy, ticker NasdaqGS:CEG, has secured all of its PJM auction capacity at the approved price cap. The company recently announced long term power agreements with large data center customers including Microsoft, Meta Platforms, and CyrusOne. Constellation is pursuing a US$26.6b acquisition of Calpine, expanding its generation footprint...
NYSE:GOLD
NYSE:GOLDRetail Distributors

COO Exit After Tether Funding Puts Gold.com Leadership Alignment In Focus

Chief Operating Officer Brian Aquilino has sold all his shares and options in Gold.com, exiting his personal position. The sale and full divestment came shortly after Gold.com received significant investment from Tether. The timing links a major insider exit with a high profile capital injection into NYSE:GOLD. For investors watching NYSE:GOLD, this mix of a fresh Tether investment and a full insider exit puts the focus squarely on alignment between management and shareholders. The stock...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Assessing Silicon Motion Technology (NasdaqGS:SIMO) Valuation After Strong 2025 Results And Upbeat 2026 Guidance

Silicon Motion Technology (SIMO) has attracted fresh attention after reporting fourth quarter and full year 2025 results alongside upbeat guidance for early 2026, followed by a special cash dividend announcement. See our latest analysis for Silicon Motion Technology. The recent results and 2026 guidance arrived alongside a strong run in the shares, with a 60.71% 3 month share price return and a 136.29% 1 year total shareholder return suggesting momentum has been building, despite a 1.50% 1...
NYSE:MOH
NYSE:MOHHealthcare

A Look At Molina Healthcare (MOH) Valuation After Profit Slump Guidance Cut And Impairment Charge

Molina Healthcare (MOH) has drawn fresh attention after reporting a quarterly net loss, sharply lower full year profits, cautious 2026 guidance, and an expected US$93 million non cash impairment on intangible assets. See our latest analysis for Molina Healthcare. The recent quarterly loss, softer profit profile, impairment charge and more cautious 2026 outlook have come alongside a sharp 30 day share price return of 29.28% decline and a 1 year total shareholder return of 49.60% decline. This...
NYSE:LUV
NYSE:LUVAirlines

Southwest Airlines (LUV) Is Down 5.5% After Pivot To Fees, Premium Seats And Starlink WiFi – Has The Bull Case Changed?

In early February 2026, Southwest Airlines announced a major shift in its business model, rolling out assigned seating, bag fees, premium seating options, and a plan to equip hundreds of aircraft with SpaceX’s Starlink WiFi, while also declaring a quarterly US$0.18 per-share dividend and confirming two board resignations effective February 23, 2026. This combination of cabin upgrades, new ancillary revenue levers, and governance changes marks a broad reset of how Southwest manages both its...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Will Adding Real Estate Veteran to Board Shape Cipher Mining's (CIFR) AI Infrastructure Pivot Narrative?

Earlier this week, Cipher Mining Inc. added real estate investment specialist Thomas Duda to its Board of Directors, aiming to support its pivot toward large-scale data center development for bitcoin mining and high-performance computing hosting. Duda’s two decades of experience in commercial real estate and infrastructure investing underscore how critical property selection, leasing, and long-term asset management are becoming to Cipher’s evolving business model. We’ll now examine how...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Return To Profit, Buybacks And New CFO Might Change The Case For Investing In BXMT

On February 11, 2026, Blackstone Mortgage Trust, Inc. reported fourth-quarter and full-year 2025 results showing a move back to net profitability, confirmed a largely performing loan book, completed a US$138.61 million share repurchase program, and appointed Deputy CFO Marcin Urbaszek as Chief Financial Officer, Treasurer and Assistant Secretary following Anthony Marone’s resignation from those roles. Together, the restored earnings, portfolio clean-up and orderly finance leadership...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

Has BridgeBio Pharma (BBIO) Run Too Far After 112% One Year Share Price Surge?

If you are wondering whether BridgeBio Pharma's share price still reflects good value or has run too far, it helps to step back and look at what the current valuation is really telling you. The stock last closed at US$75.25, with a 3.8% gain over the past week, a 1.3% decline over the past month, a 3.8% decline year to date, and a 112% return over the last year, plus a very large return over three years that is more than 7x. These sharp moves have been accompanied by regular clinical and...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Applied Optoelectronics’ Texas Expansion Puts AI Growth Hopes To The Test

Applied Optoelectronics, NasdaqGM:AAOI, has announced a major expansion with a new manufacturing facility in Sugar Land, Texas. The multi million dollar project is designed to scale production of optical transceivers for AI and data center customers. The company plans to create 500 local jobs as part of this U.S. manufacturing build out. Applied Optoelectronics, trading at around $44.46, is drawing fresh attention with this U.S. expansion move. The stock has seen a 20.0% return over the...
NYSE:ED
NYSE:EDIntegrated Utilities

A Look At Consolidated Edison’s Valuation As Dividend Increases Sustain Its Income Appeal

Consolidated Edison (ED) is back in focus after announcing another quarterly dividend increase and reaffirming its target payout ratio, a move that keeps the utility firmly on the radar of income focused investors. See our latest analysis for Consolidated Edison. The dividend news comes on top of a clear upswing in market sentiment, with a 30 day share price return of 9.55% and a 1 year total shareholder return of 22.85%. This suggests momentum has been building rather than fading. If this...
NYSE:BCO
NYSE:BCOCommercial Services

A Look At Brink's (BCO) Valuation After Strong Recent Shareholder Returns

Brink's (BCO) has been drawing more attention after recent share price moves, leaving investors weighing how its cash management and security services business lines compare with its current valuation and recent return profile. See our latest analysis for Brink's. At a share price of $130.69, Brink's has seen a 90 day share price return of 18.86% and a 1 year total shareholder return of 41.25%, which together suggest recent momentum building on a stronger multi year outcome. If this move in...
NasdaqGS:APP
NasdaqGS:APPSoftware

AppLovin Refocuses On AI Ad Platform As Gaming Exit Reshapes Outlook

AppLovin (NasdaqGS:APP) is exiting its mobile gaming business to focus fully on its advertising technology platform. The company is repositioning its AI powered ad stack to serve new sectors, including e commerce, fintech, and automotive. This shift marks a move away from operating games and toward being a pure advertising technology provider. For investors watching NasdaqGS:APP, this pivot comes after a very large 3 year return and a current share price of $390.55. More recently, the stock...
NYSE:LU
NYSE:LUConsumer Finance

Lufax Holding (NYSE:LU) TTM Loss Of C¥3.9b Reinforces Bearish Profitability Concerns

Lufax Holding (NYSE:LU) has just posted its FY 2024 numbers, with third quarter revenue of C¥5,543.4 million and a basic EPS loss of C¥1.12 as the group continues to work through a period of negative earnings. The company has seen revenue move from C¥9,270.3 million and EPS of C¥1.68 in the second quarter of 2023 to C¥5,543.4 million and EPS of C¥1.12 loss in the third quarter of 2024, while trailing twelve month EPS has swung from a profit of C¥1.55 to a loss of C¥5.54. For investors, the...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

FDA Approval Of ENHANCE Heart Trial Reshapes TransMedics Growth Story

FDA grants full approval to TransMedics Group’s next generation OCS ENHANCE Heart trial, clearing a key regulatory hurdle for its heart transplant technology. The decision affirms the company’s progress in organ care systems that aim to support more consistent and controlled heart transplant procedures. TransMedics Group (NasdaqGM:TMDX), which focuses on organ transplant technologies, now has full FDA approval for its OCS ENHANCE Heart trial at a time when its shares trade at $129.84. Over...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Does Rising Short Interest Versus Institutional Buying in Sprouts (SFM) Reveal a Deeper Sentiment Divide?

In recent days, Sprouts Farmers Market has drawn attention as institutional investors increased their stakes, analysts reinforced a positive operational view, and short interest climbed, all ahead of the company’s February 2026 earnings release. Together, these moves highlight a tension between confidence in Sprouts’ strong health-focused grocery model and the elevated bearish positioning visible in its short interest. We’ll now examine how rising institutional ownership and optimism ahead...