U.S. Tech Hardware Stock News

In the past quarter, IAC saw its People Inc. division deliver 14% year-over-year digital sales growth and entered a multi-year content distribution deal with Meta Platforms, while institutional investors such as Incline Global Management and Aristeia Capital sharply adjusted their positions. This mix of improving digital momentum at People Inc., a fresh Meta partnership, and shifting institutional ownership highlights how IAC's core assets and investor base are recalibrating around its...

Keurig Dr Pepper (NasdaqGS:KDP) plans to acquire JDE Peet's in a transformational coffee deal. The combined coffee business is expected to be split into two listed companies, Beverage Co. and Global Coffee Co. Management expects the transaction to create a leading pure play coffee platform with meaningful cost synergies. Keurig Dr Pepper, trading at $28.19, is moving ahead with one of the most ambitious restructurings in its history as it pursues the JDE Peet's acquisition. The share price...

Pfizer (PFE) just reported positive Phase 2 topline data for tilrekimig in adults with moderate to severe atopic dermatitis. The trial met its main efficacy goal and showed a clean safety profile in the study. See our latest analysis for Pfizer. Despite a stream of recent product and pipeline updates in oncology, immunology and metabolic disease, Pfizer’s 1-day share price return of 0.89% decline and modest 7-day and 30-day share price declines suggest the latest news is not yet shifting near...

FuelCell Energy (FCEL) has opened Q1 2026 earnings season with Q4 2025 numbers that show total revenue of US$55.0 million and a basic EPS loss of US$0.85, alongside net income excluding extra items of a US$30.7 million loss. Over the past few quarters, the company has seen revenue move from US$23.7 million in Q3 2024 to US$49.3 million in Q4 2024 and then to US$55.0 million in Q4 2025. Quarterly basic EPS stayed in loss territory, ranging from a US$2.21 loss per share in Q4 2024 to a US$3.78...

In early March 2026, Smith & Wesson Brands, Inc. reported that its third-quarter sales rose to US$135.71 million and net income to US$3.75 million, while affirming a quarterly dividend of US$0.13 per share payable on April 2, 2026. An interesting contrast is that, despite higher quarterly sales and earnings year on year, net income for the first nine months fell to US$2.26 million from US$4.79 million, highlighting pressure on profitability over the longer period. We’ll explore how the...

Cincinnati Financial (CINF) has drawn attention after recent share price pressure, with the stock down about 5% over the past month even as the past 3 months show a small positive return. See our latest analysis for Cincinnati Financial. While the recent 5.4% one month share price return decline and softer one week move suggest momentum is fading in the short term, the 1 year total shareholder return of 20.7% and 3 year total shareholder return of 62.2% show longer term holders have still...

Why APi Group’s latest earnings matter for investors APi Group (APG) just reported fourth quarter and full year 2025 results alongside new 2026 guidance, combining higher sales, positive net income and continued acquisition activity. Together, these factors help explain the current attention on the stock. For the fourth quarter of 2025, APi Group reported sales of US$2,117 million compared with US$1,861 million a year earlier, with net income of US$97 million versus US$67 million in the prior...

In early March 2026, Generac Power Systems and EPC Power Corp. announced a past collaboration to deploy fully integrated energy solutions for AI-focused data centers, combining Generac’s battery systems and controllers with EPC’s inverters to support both grid-tied and off-grid applications. This move highlights Generac’s deeper push into high-demand data center infrastructure, linking its traditional strengths in backup power with newer behind-the-meter, grid-supportive technologies...

Investors wondering whether PPL at around US$38.31 offers good value today, or if the recent run leaves limited potential upside, can use this article to walk through what the numbers say about the stock. PPL's share price has moved around recently, with a 1.1% decline over the last 7 days, a 6.7% return over the last 30 days, 9.1% year to date, and 15.3%, 58.5% and 63.2% returns over the last 1, 3 and 5 years respectively. Recent news flow around PPL has focused on its position as a...

Cognex recently highlighted how its OneVision and SLX AI platforms, along with new products like DataMan 290 and In-Sight 8900, are broadening AI-enabled machine vision across factories and logistics hubs while pursuing a company-wide cost reduction program targeting US$35–US$40 million in savings. Management is also aiming for through-cycle adjusted EBITDA margins between 25% and 31% and a 25% run-rate by the end of 2026, supported by a unified global sales force designed to speed...

In early March 2026, PPG Industries announced a collaboration with IPG Photonics and Whirlpool to accelerate commercialization of PhotoniCURE laser curing systems for powder coatings, installing a pilot finishing line in Strongsville, Ohio, and a research system near Pittsburgh. This move reinforces PPG’s push into faster, lower‑energy, and more sustainable powder coating technologies, building on its expanding global powder manufacturing footprint and investments in PFAS‑free and rPET‑based...

If you are wondering whether Qnity Electronics at around US$114.25 is offering fair value or a potential mispricing, you are in the right place. The stock has been volatile recently, with a 7.9% decline over the last 7 days, a 16.3% gain over 30 days, and a 34.4% return year to date. Recent coverage around Qnity has focused on giving investors a clearer picture of its fundamentals, including balance sheet strength and how its current share price compares with several valuation models. This...

Linde (NasdaqGS:LIN) has announced its 33rd consecutive annual dividend increase. The decision underlines the company’s focus on consistent cash returns to shareholders. The dividend move continues a multi decade record of annual increases. Linde is a major industrial gases company serving sectors such as manufacturing, healthcare, energy, and electronics, where reliability and long term contracts are central to customer relationships. For income focused investors, a dividend track record...

Guidewire Software (NYSE:GWRE) reported a strong quarter with record revenue and rising demand for its cloud and AI products. The company secured significant new cloud customer wins and saw broader uptake of its AI driven offerings across insurers. Management raised the full year outlook and authorized a $500 million share buyback program, signaling confidence in the business. For investors watching insurance technology, Guidewire sits at the center of core systems, cloud migration, and...

In recent weeks, Zoetis has come under pressure as Nephron Research downgraded the stock to Hold and Jensen Investment Management fully exited its position, both citing concerns about slowing organic growth and a less compelling drug pipeline, including its monoclonal antibody franchise. At the same time, Zoetis continues to engage investors directly through appearances by Executive VP and CFO Wetteny N. Joseph at multiple healthcare conferences, underscoring management’s efforts to address...

Agnico Eagle Mines (NYSE:AEM) is selling its stake in several properties in Quebec's Abitibi Greenstone Belt to Vior Gold Corporation. The deal grants Vior full ownership of these assets, while Agnico Eagle receives equity in Vior, cash, and a royalty interest. The transaction reshapes Agnico Eagle's asset mix in the Abitibi region and adjusts its exposure from direct ownership to royalty and equity interests. Agnico Eagle Mines, a large gold producer with a strong presence in Canada, often...

Wondering whether Covista is priced attractively at its recent level of US$103.13, or if the easy gains are already gone? This article walks through what the numbers actually say about value. The share price return data is mixed, with a 3.3% gain over the last 7 days, a 1.3% decline over 30 days, and longer term returns of 14.7% over 1 year, 180.5% over 3 years and 149.9% over 5 years. Recent coverage around Covista has focused on how investors are reassessing companies that have already...

Why Eaton’s SPAN deal matters for shareholders Eaton (NYSE:ETN) is putting US$75 million behind a new partnership with SPAN to roll out smart electrical panels that support its Home as a Grid strategy and target growing home electrification demand. The move centers on offering whole home energy insights and power controls that can help lower project costs for both new construction and retrofits, while also easing pressure on existing grid infrastructure. See our latest analysis for Eaton. At...

BioNTech (NasdaqGS:BNTX) is expanding its oncology pipeline through acquisitions, including Biotheseus. The company recently entered a collaboration with Bristol Myers focused on BNT327, an oncology candidate. These moves reflect a shift in focus from its COVID-19 franchise toward a broader cancer and platform portfolio. For you as an investor, the key takeaway is that BioNTech is working to reposition itself beyond its COVID-19 vaccine profile. The company is known for mRNA and...

Goldman Sachs has added ConocoPhillips (NYSE:COP) to its US Conviction List, citing expectations of a positive free cash flow inflection as the company shifts from heavy project spending to investment harvesting. ConocoPhillips has set a target of $1b annual free cash flow growth through 2028, supported by accelerated cost cutting efforts. For investors watching NYSE:COP, this news comes alongside a recent share price of $117.03 and a 21.0% return year to date. The stock has returned 30.3%...

ARS Pharmaceuticals (SPRY) opened FY 2025 with third quarter revenue of US$32.5 million and a basic EPS loss of US$0.52, alongside a net loss of US$51.2 million. This keeps the story firmly focused on the trade off between growth and profitability. The company has seen quarterly revenue move from US$7.97 million in Q1 2025 to US$15.7 million in Q2 2025 and then to US$32.5 million in Q3 2025. Basic EPS went from a loss of US$0.35 in Q1 to a loss of US$0.46 in Q2 and a loss of US$0.52 in Q3,...

AMD (NasdaqGS:AMD) expands its AI infrastructure partnership with Meta Platforms to a multi-year, gigawatt-scale buildout using custom AMD GPUs and CPUs. The company secures U.S.-based manufacturing capacity for its AMD Instinct data center GPU platforms through an expanded partnership with Flex. AMD resolves intellectual property litigation with Adeia via a multi-year license agreement, fully settling outstanding disputes. For anyone tracking AI hardware, AMD (NasdaqGS:AMD) is now more...

Graphic Packaging Holding (GPK) recently amended its Fifth Amended and Restated Credit Agreement, temporarily loosening leverage covenants while adding tighter limits on share repurchases and certain acquisitions as it pursues an aggressive inventory reduction plan. See our latest analysis for Graphic Packaging Holding. The amendment comes at a time when Graphic Packaging Holding’s share price has retreated to $10.77, with a 30-day share price return of 18.78% and a year to date share price...

Talos Energy Inc. reported past fourth-quarter and full-year 2025 results showing lower revenue of US$392.24 million for the quarter and US$1.78 billion for the year, a net loss of US$202.58 million for the quarter and US$494.29 million for the year, and a US$170.39 million impairment on oil and natural gas properties, alongside average 2025 production of 94.6 MBoe/d. At the same time, Talos issued 2026 production guidance that points to lower volumes than 2025 and completed a multi-year...