U.S. Tech Hardware Stock News

Comcast, NasdaqGS:CMCSA, has launched AI Grid collaborations with NVIDIA, Decart, and Personal AI to bring real time AI processing to the network edge. The company is trialling new use cases such as hyper personalized advertising, AI driven business concierge agents, and ultra low latency streaming and gaming. Comcast is also expanding its multi gigabit fiber network into Miami Dade County coastal communities, extending high speed connectivity to more homes and businesses. Comcast enters...

Recent performance context for Nutanix (NTNX) Nutanix (NTNX) has seen mixed share performance recently, with gains over the past week contrasting with weaker moves over the past month and past 3 months. This has prompted investors to reassess what the current pricing implies. See our latest analysis for Nutanix. At a share price of $41.47, Nutanix’s recent 8.45% 7-day share price return contrasts with its 18.04% year-to-date share price decline and a 43.07% 1-year total shareholder return...

Revolution Medicines recently announced that nine oral and poster presentations highlighting advances across its RAS(ON) inhibitor pipeline were featured at the 2026 AACR Annual Meeting in San Diego, including new Phase 1 data for zoldonrasib in KRAS G12D mutant non-small cell lung cancer and Phase 1/2 data for daraxonrasib in first line metastatic pancreatic ductal adenocarcinoma. The company also showcased preclinical research on a new class of mutant-targeted catalytic RAS(ON) inhibitors...

Adeia Inc. recently announced that it expanded and renewed its intellectual property licensing relationship with United Microelectronics Corporation and signed a new multi-year semiconductor IP license agreement with Advanced Micro Devices that also settled all outstanding litigation between the two companies. These deals deepen Adeia’s links with major chipmakers while extending access to its hybrid bonding and 3D integration technologies, potentially enhancing the resilience and breadth of...

Institutional interest and board changes put Kilroy Realty in focus Recent market attention on Kilroy Realty (KRC) has been shaped by Bamco Inc. NY taking a new position in the stock and the appointment of Gary Stevenson as chair of the board. See our latest analysis for Kilroy Realty. At a share price of $29.26, Kilroy Realty has seen a 2.7% 7 day share price return, a 30 day share price return of 7.8%, and a year to date share price return of 23%, while the 3 year total shareholder return...

NRG Energy (NYSE:NRG) has partnered with Equilibrium Energy to deploy the AI native PowerOS platform for portfolio optimization. This is the first public application of PowerOS within NRG’s operations. The rollout is aimed at bringing enterprise level AI tools into NRG’s decision making and operational processes. NRG Energy, trading at $159.11, has seen a very large 3 year return and a 1 year return of 63.9%, with a 7.1% gain over the past week. Recent Simply Wall St coverage has focused on...

Shareholders at NYSE:NVR have filed multiple proposals ahead of the upcoming annual meeting. The proposals seek enhanced disclosure of greenhouse gas emissions and stronger shareholder rights to call special meetings. NVR’s board has recommended voting against both items, putting governance and sustainability practices under closer investor scrutiny. NVR, which last closed at $6,482.82, is coming into the meeting with a mixed recent track record, including a 19.5% return over 3 years and...

Doximity recently released a report showing that 94% of U.S. physicians are either using or interested in adopting AI in clinical practice, highlighting growing integration across both clinical and administrative workflows. The study also found that while physicians see AI as a way to cut administrative burden and free up more time with patients, 71% remain concerned about its accuracy and reliability, underscoring a tension between enthusiasm and caution. We’ll now examine how this surge in...

Lantheus Holdings (LNTH) shares are in focus after the FDA approved PYLARIFY TruVu, a new formulation of its PSMA PET imaging agent for prostate cancer, highlighting potential implications for manufacturing efficiency and product reach. See our latest analysis for Lantheus Holdings. The FDA approval of PYLARIFY TruVu arrives alongside a 30 day share price return of 15.65% and a 90 day share price return of 23.75%, yet the 1 year total shareholder return is a 22.31% decline, indicating that...

In March 2026, Uranium Energy Corp. reported second-quarter results showing sales of US$20.2 million, down from US$49.75 million a year earlier, with a net loss of US$13.94 million and basic loss per share from continuing operations of US$0.03 versus US$0.02 previously. Over the six months to January 31, 2026, sales dropped to US$20.2 million from US$66.84 million, yet the net loss narrowed to US$24.28 million from US$30.39 million, implying that while revenue weakened, the company limited...

Wondering if Janus Henderson Group at around US$51.36 is still offering value or if most of the opportunity is already priced in? This article focuses on what the numbers say about the stock. The share price has recently closed at US$51.36, with returns of 1.6% over 7 days, 4.7% over 30 days, 7.5% year to date and 40.1% over 1 year, while the 3 year and 5 year returns sit at 131.2% and 114.3%. Recent coverage around Janus Henderson Group has centered on its role in the Capital Markets...

Olema Pharmaceuticals, Inc. recently reported fourth-quarter 2025 results showing a US$46.06 million net loss and a US$162.45 million full-year net loss, alongside a new US$71.82 million shelf registration for common stock tied to an ESOP-related offering. Despite widening annual losses, the company slightly narrowed its per-share loss, highlighted a US$505.4 million cash position, and continued to advance its breast cancer pipeline with new clinical trials and planned scientific...

Valaris (NYSE:VAL) is set to be acquired by Transocean in an all stock deal, combining two major offshore drilling contractors. The transaction terms give Valaris shareholders equity in the combined company instead of cash. A law firm has announced an investigation into whether Valaris's Board properly evaluated the deal and acted in shareholders' best interests. Valaris operates offshore drilling rigs that support oil and gas exploration and production, a segment that remains closely tied...

If you are wondering whether CME Group's current share price really reflects its underlying worth, this breakdown will help you frame that question clearly before you make any decisions. The stock recently closed at US$308.90, with returns of 1.8% over 7 days, 1.9% over 30 days, 14.5% year to date and 20.8% over the past year. This naturally raises questions about how much of the story is already priced in. Recent news coverage has focused on CME Group's role as a major exchange operator and...

If you are wondering whether Cognex at around US$49.87 offers fair value or a potential mispricing, it helps to start by lining up the share price against the fundamentals. The stock has recently pulled back, with a 2.2% decline over the last 7 days and a 15.2% decline over the last 30 days, even though the return is 35.0% year to date and 61.1% over the past year. Recent coverage has focused on Cognex as a key player in machine vision for factory automation, with investors weighing how...

Corning (NYSE:GLW) has entered a multiyear, roughly $6 billion partnership with Meta Platforms to supply optical fiber and multicore solutions for AI data center connectivity. The company has also introduced Gorilla Glass Ceramic 3, which Motorola plans to use in its upcoming Razr foldable device. For investors watching Corning at a current share price of $129.86, these two announcements widen the company’s exposure across both AI infrastructure and consumer devices. The stock has returned...

On March 19, 2026, Prologis, Inc. and GIC announced they had formed a US$1.60 billion joint venture to develop and own build-to-suit logistics facilities across major U.S. markets, backed by an initial portfolio of about 4.10 million square feet and capacity for future projects. This partnership channels long-term institutional capital into customized, often pre-leased, mission-critical warehouses, deepening Prologis’ build-to-suit focus within its Strategic Capital platform and aligning...

SolarEdge Technologies has launched its next-generation three-phase SolarEdge Nexis residential solar and storage system in Germany, combining a new up to 20kW inverter, modular “Lego-like” batteries, and full-home backup in a four-component solution aimed at larger rooftops and self-consumption needs. The system’s highly modular design, scaling storage from 4.9kWh blocks up to an expected 78.4kWh per inverter, together with faster installation and integrated smart-home and EV charging...

UiPath (PATH) is in focus after unveiling a new security automation solution with Microsoft that connects its automation platform to Microsoft Defender for Cloud, Microsoft Sentinel, and threat intelligence to tighten enterprise security workflows. See our latest analysis for UiPath. UiPath shares are trading at US$12.45, with a 30 day share price return of about 10% but a 90 day share price return down roughly 22%, while the 1 year total shareholder return sits around 15%. Recent earnings,...

DXC Technology was again named to Forbes’ 2026 America’s Best Management Consulting Firms list and recently launched its AdvisoryX consulting group, Xponential AI orchestration blueprint, and a London Customer Experience Center to support enterprise AI and modernization projects. This combination of industry recognition and new AI-focused offerings underlines DXC’s push to be a core partner for complex, large-scale digital transformation across sectors. We’ll now assess how DXC’s expanded...

C3.ai (AI) has been under pressure, with the stock closing at US$8.61 and posting negative returns over the past day, week, month and past 3 months, drawing investor attention to its current valuation and fundamentals. See our latest analysis for C3.ai. The weak recent share price momentum, with a 30-day share price return of 20.13% and a year-to-date share price return of 37.38%, sits alongside a 1-year total shareholder return of 62.07% and a 5-year total shareholder return of 86.66%. This...

Why Copart Stock Is Drawing Attention Now Recent share price pressure in Copart (CPRT), with declines over the past month and past 3 months, has put this US vehicle auction and remarketing company on many investors’ watchlists. With a market value of about US$32.8b and annual revenue of US$4.6b, Copart sits in a sizeable niche that links insurers, dealers, dismantlers, and retail buyers through its online auction platforms and related services. See our latest analysis for Copart. At a share...

Why Tapestry (TPR) is on investors’ radar today Tapestry (TPR) has drawn attention after recent share price moves, including a 2% decline over the past day and an 8.8% drop over the past month, following a 93.6% total return over the past year. See our latest analysis for Tapestry. The 1-day and 1-month share price returns of 2.0% and 8.8% declines contrast with Tapestry’s very strong 1-year, 3-year and 5-year total shareholder returns. This suggests long term momentum while near term...

Honeywell International (NasdaqGS:HON) has highlighted new business risks linked to the ongoing Iran conflict. The CEO recently discussed how rising geopolitical tensions could affect operations, supply chains, and project execution. These comments add a fresh geopolitical dimension to the company’s risk outlook that investors may want to factor into their assessment. Honeywell is a global industrial and technology group with exposure to aerospace, automation, energy, and building...