U.S. Tech Hardware Stock News

NYSE:EDU
NYSE:EDUConsumer Services

A Look At New Oriental Education & Technology Group’s Valuation After Guidance Raise And AI Investment Update

What the latest results mean for New Oriental Education & Technology Group (EDU) New Oriental Education & Technology Group (EDU) recently reported accelerating revenue growth across its key segments, raised full year revenue guidance, highlighted AI and digital investments, and confirmed dividends plus an active share repurchase program. See our latest analysis for New Oriental Education & Technology Group. At a share price of US$53.31, New Oriental Education & Technology Group has seen a...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Is Down 6.5% After Earnings Miss And AI Pricing Probe Intensify Regulatory Spotlight

In late February 2026, Lyft reported Q4 2025 results that missed revenue and EBITDA expectations even as gross bookings and active riders reached record highs, while facing growing scrutiny from regulators, safety lawsuits, and driver safety incidents. At the same time, a U.S. House committee’s investigation into Lyft’s AI-driven pricing practices is putting its core business model and use of rider data under a brighter spotlight. We’ll now examine how these weaker-than-expected earnings and...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk (TTD) Is Up 24.4% After OpenAI Ad Talks And CEO Stock Buy – Has The Bull Case Changed?

In recent days, reports emerged that The Trade Desk has held early talks with OpenAI about helping sell ads across ChatGPT, while CEO Jeff Green personally bought about US$148,000,000 of company stock in open-market purchases. This combination of potential exposure to a fast-growing AI platform and a large insider buy has sharpened investor focus on how The Trade Desk might extend its role as independent infrastructure for digital advertising. With these developments in mind, we'll examine...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Greg Abel Sets Course For Berkshire Capital Discipline And Shareholder Returns

Greg Abel, newly installed as CEO of Berkshire Hathaway, has issued his first shareholder letter outlining his priorities following Warren Buffett's retirement. Abel has committed to using his entire annual salary to buy NYSE:BRK.A shares, aiming to align his incentives closely with other shareholders. Berkshire has restarted its own share buybacks, resuming repurchases for the first time since 2024 as part of an updated capital allocation approach. Abel has reiterated Berkshire's long...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Is Fannie Mae (FNMA) Pricing Reflect Recent Policy Focus And Sharp Year To Date Drop

If you are wondering whether Federal National Mortgage Association's share price really lines up with its underlying worth, you are not alone. That is exactly what this article will unpack. The stock closed at US$6.92 most recently, with returns of 14.0% over the past year but a 37.1% decline year to date. This can change how investors think about both upside potential and risk. Recent attention on government sponsored mortgage giants and the broader housing finance market has kept Federal...
NYSE:LNN
NYSE:LNNMachinery

Should Lindsay’s New Work Zone Safety Launches Reframe the Infrastructure Narrative for LNN Investors?

In February 2026, Lindsay introduced two infrastructure safety products, the Road Runner Truck-Mounted Attenuator and AlphaGuard Channelizing Device, aimed at faster, more durable, and more flexible work zone and perimeter management. These launches expand Lindsay’s portfolio in higher-value safety solutions, potentially increasing the role of infrastructure products alongside irrigation in its overall business mix. We’ll now consider how these new, rapid-deployment safety systems might...
NYSE:SD
NYSE:SDOil and Gas

SandRidge Energy (SD) Margin Compression To 44.9% Tests Bullish Earnings Narratives

SandRidge Energy (SD) has wrapped up FY 2025 with fourth quarter revenue of US$39.4 million and basic EPS of US$0.59, alongside trailing twelve month revenue of US$156.4 million and EPS of US$1.91 that sit against an 11.5% earnings growth figure over the past year. Over recent periods, the company has seen quarterly revenue range from US$30.1 million in Q3 2024 to US$42.6 million in Q1 2025, while basic EPS moved between US$0.35 and US$0.69 across those same quarters, setting up this latest...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

A Look At Pegasystems (PEGA) Valuation After Recent Share Price Rebound And Conflicting Fair Value Signals

Recent share performance and what it might mean for investors Pegasystems (PEGA) has attracted attention after recent trading, with the share price at $47.30 and mixed return patterns over different timeframes that may prompt investors to reassess expectations and risk tolerance. See our latest analysis for Pegasystems. Recent trading has been strong in the short term, with a 1 month share price return of 18.61% and a 7 day share price return of 4.39%. This follows a 90 day share price...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Tilray’s BrewDog Deal And Carlsberg License Shift Earnings Mix Toward Beer

Tilray Brands has completed its acquisition of BrewDog’s global assets, including UK brewing operations and brewpubs. The company has also secured a multi year exclusive licensing agreement to produce and distribute Carlsberg beer brands in the U.S. starting in 2027. These moves expand Tilray’s presence in global beer markets and broaden its business beyond cannabis. Tilray Brands, listed as NasdaqGS:TLRY, is pushing deeper into beverages at a time when its core cannabis business remains...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

Why ACADIA Pharmaceuticals (ACAD) Is Down 9.1% After EU Setback on Trofinetide Approval Effort

In late February and early March 2026, ACADIA Pharmaceuticals reported higher full-year 2025 earnings, issued 2026 revenue guidance of US$1.22–1.28 billion, received a negative CHMP opinion on trofinetide for Rett syndrome in the EU, and added experienced finance executive Jonathan M. Poole to its Board and Audit Committee. The CHMP’s refusal of trofinetide, despite a pivotal trial meeting its key endpoints, raises important questions about ACADIA’s ability to expand Rett syndrome treatment...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Freddie Mac (OTCPK:FMCC) Valuation Check As Mortgage Rates Hold Near 6% And Housing Activity Rises

Freddie Mac (FMCC) released its latest Primary Mortgage Market Survey, showing the 30 year fixed mortgage rate holding around 6%, near its lowest level since 2022, with refinancing and purchase applications ahead of last year. See our latest analysis for Federal Home Loan Mortgage. Even with investor interest tied to steadier mortgage rates, Federal Home Loan Mortgage’s recent share price return has been weak, with a 30 day share price return of 15.27% and a 90 day share price return of a...
NYSE:TPR
NYSE:TPRLuxury

Is It Too Late To Consider Tapestry (TPR) After Its Recent Share Price Surge

If you are wondering whether Tapestry is still worth considering after a strong run, the key question now is how the current share price stacks up against its underlying value. The stock has been volatile recently, with a 6.8% decline over the last 7 days, a 17.8% gain over 30 days, 15.9% year to date, 95.3% over 1 year, and a very large return over 3 and 5 years. Recent coverage of Tapestry has focused on its position in the branded accessories and apparel space and how investors are...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Has Broadcom (AVGO) Run Too Far After Its 72% One Year Surge?

If you are wondering whether Broadcom's current share price still reflects good value after its long run, or if the easier gains are already behind it, you are not alone in asking that question. Broadcom shares last closed at US$332.77, with returns of 4.1% over 7 days, 8.0% over 30 days, a 4.3% decline year to date, a very strong 72.2% return over the past year, an extremely high 3 year return, and a 5 year return of around 7x. Recent headlines around Broadcom have focused heavily on its...
NYSEAM:FLYX
NYSEAM:FLYXAirlines

FlyExclusive (FLYX) Q4 Loss Of US$6.2 Million Tests Profitability Turnaround Narrative

flyExclusive (FLYX) FY 2025 results: higher revenue with ongoing losses flyExclusive (FLYX) has reported another quarter of growth in scale, with Q4 FY 2025 revenue at US$104.3 million and a basic EPS loss of US$0.22, while trailing twelve month revenue reached US$375.9 million against a full year basic EPS loss of US$1.01. The company has seen quarterly revenue move from US$76.9 million in Q3 FY 2024 to US$104.3 million in Q4 FY 2025, with basic EPS losses ranging between US$0.22 and US$0.32...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet’s AI Push And Leadership Shift Meet Undervalued Share Price

FactSet Research Systems (NYSE:FDS) has rolled out new AI driven financial crime risk management tools within its core Workstation platform. The company has also named a Chief AI Officer and a new Chief Technology Officer to concentrate leadership around AI focused product development. These steps align product capabilities and executive oversight around AI for compliance, risk monitoring and client productivity. FactSet Research Systems, trading at $224.92, is moving deeper into AI...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo Targets Health Trends With Gatorade Lower Sugar And Poppi Launches

PepsiCo (NasdaqGS:PEP) has launched Gatorade Lower Sugar, a science-backed hydration drink focused on reduced sugar and natural ingredients. The company has introduced poppi, a fruit-forward functional soda, to the UK market. PepsiCo is rolling out limited-edition collaborations, including Super Mario Galaxy themed bubly cans and Jack Link's Doritos Nacho Cheese jerky. For you as an investor, these launches highlight how PepsiCo is leaning into health focused beverages and snacking, while...
NYSE:RLI
NYSE:RLIInsurance

RLI (RLI) Valuation Check After Mixed Recent Returns And Tight Fair Value Estimates

What RLI’s Recent Returns Tell You Right Now RLI (RLI) has attracted fresh attention after a period where the share price has moved in different directions over recent time frames, with modest gains in the past month but weaker performance over the past year. See our latest analysis for RLI. At a share price of US$61.34, RLI’s recent 30-day share price return of 2.83% contrasts with a 1-year total shareholder return decline of 15.48%, which hints that momentum has cooled after a stronger...
NasdaqGM:ANTA
NasdaqGM:ANTAConsumer Finance

Antalpha Platform Holding (ANTA) Net Margin Surge Challenges Bearish Cash Flow Concerns

Antalpha Platform Holding (NasdaqGM:ANTA) has capped FY 2025 with fourth quarter revenue of about US$28.0 million and basic EPS of US$0.39, set against trailing 12 month revenue of roughly US$79.7 million and EPS of US$0.84 that are reported to be up very strongly year over year. The company has seen quarterly revenue move from around US$13.4 million in Q4 2024 to US$28.0 million in Q4 2025, while basic EPS over that same period shifted from US$0.09 to US$0.39, and trailing net profit margin...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Targets EU Sovereign Cloud Demand With STACKIT Falcon Alliance

CrowdStrike Holdings (NasdaqGS:CRWD) is partnering with Schwarz Digits to bring its AI native Falcon cybersecurity platform to Europe’s STACKIT sovereign cloud. The collaboration focuses on supporting GDPR and regional data sovereignty requirements across European markets. By integrating Falcon into STACKIT, CrowdStrike is aiming at highly regulated industries that prioritize data residency and operational autonomy. CrowdStrike, known for its cloud delivered Falcon security platform, is...
NYSE:MOS
NYSE:MOSChemicals

Is Mosaic (MOS) Offering A Valuation Opportunity After Recent Share Price Swings?

If you are looking at Mosaic and wondering whether the current share price really reflects its underlying worth, this article will walk through what the numbers actually say. The stock recently closed at US$26.28, with returns of 8.7% over 1 year and 5.0% year to date, set against declines of 3.2% over the last week and 7.2% over the last month, so the market’s view on the company has not been one way. Recent news flow around Mosaic has largely focused on broader sector themes and company...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI) Posts US$216 Million TTM Loss Reinforcing Profitability Concerns

Rigetti Computing (RGTI) has wrapped up FY 2025 with Q4 revenue of about US$1.9 million and a basic EPS loss of US$0.06, alongside a trailing twelve month EPS loss of US$0.70 and revenue of roughly US$7.1 million. Over the past six quarters, revenue has moved in a tight band between US$1.5 million and US$2.4 million, while quarterly basic EPS has swung from a profit of US$0.15 in early 2025 to losses as wide as US$0.68. This sets the scene for a story that is still heavily driven by top line...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Progyny Adds INVO Fertility Clinic As Network Grows And Shares Lag

INVO Fertility has joined the Progyny (NasdaqGS:PGNY) provider network, adding its clinic to Progyny's fertility benefits platform. The partnership expands access to employer sponsored fertility care for patients in Wisconsin and nearby regions. This development broadens Progyny's provider footprint and increases potential touchpoints with covered employees seeking fertility treatment. Progyny runs a fertility benefits platform that connects employer sponsored health plans with a network of...
NYSE:MOH
NYSE:MOHHealthcare

Assessing Molina Healthcare’s (MOH) Valuation After Clustered Insider Buying By Top Executives

Recent insider filings at Molina Healthcare (MOH) show sizable share purchases by several top executives, a cluster of buying that often draws investor attention to management’s alignment with shareholders. See our latest analysis for Molina Healthcare. At a share price of US$147.71, Molina Healthcare’s recent 30‑day share price return of an 18.57% decline and year‑to‑date share price return of a 17.23% decline contrast with a much steeper 1‑year total shareholder return decline of 54.39%...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Valuation Check As Merck Alliance Puts Its Precision Oncology Platform In Focus

Tempus AI (TEM) shares are back in focus after the company expanded its multi year collaboration with Merck, placing Tempus’ de identified data and Lens AI platform at the center of Merck’s precision oncology research. See our latest analysis for Tempus AI. Tempus AI’s latest collaboration news comes after a choppy few months for the stock, with a 1 day share price return of 3.43% lifting it to US$53.05. Over the last 90 days, the share price has declined 30.8%, which contrasts with an 8.58%...