U.S. Tech Hardware Stock News

Earlier this month, Broadcom reported full-year 2025 sales of US$63.89 billion and net income of US$23.13 billion, raised its quarterly dividend by 10% to US$0.65 per share, and guided for first-quarter 2026 revenue of about US$19.10 billion, implying a 28% increase from the prior-year period. The company’s stronger earnings, higher dividend, and AI-driven backlog have coincided with sharp swings in sentiment as investors weigh rapid AI growth against management’s warning about pressure on...

Tenable Holdings (TENB) just locked in a OneGov agreement with the U.S. GSA, opening the door to wider adoption of its FedRAMP authorized cloud security across federal agencies, including the Department of Defense, through 2027. See our latest analysis for Tenable Holdings. Even with this federal tailwind and a new CTO sharpening its AI and exposure management strategy, Tenable’s momentum has cooled lately. The stock has delivered a roughly mid 30 percent year to date share price return and a...

In December 2025, Cirrus Logic launched its first AEC-Q100 automotive-qualified closed-loop haptic drivers, the CS40L51, CS40L52 and CS40L53, aimed at delivering high-definition tactile feedback across in-cabin interfaces such as displays, steering wheels and smart surfaces. This move extends Cirrus Logic’s haptics expertise from consumer electronics into automotive, potentially opening a new end market where consistent, premium tactile user experiences are becoming a key interior design...

Patria Investments (PAX) just reshuffled key leadership, naming a new Global COO and planning a CFO transition for 2026, with these moves aimed at tightening execution as the stock rides solid recent momentum. See our latest analysis for Patria Investments. Those leadership upgrades come as Patria’s 1 month share price return of 9.81% and 37.10% share price return year to date, alongside a 43.04% 1 year total shareholder return, signal that momentum is still building rather than fading around...

Amicus Therapeutics (FOLD) has quietly delivered a strong run lately, with the stock climbing over 30% in the past month and roughly 65% over the past 3 months. See our latest analysis for Amicus Therapeutics. That surge sits on top of a solid backdrop, with the share price return over the past year also firmly positive. This suggests sentiment is shifting toward Amicus as its rare disease portfolio matures and execution risks feel lower. If Amicus has sparked your interest, it is worth...

Interactive Brokers Group (IBKR) just rolled out a redesigned IBKR GlobalTrader app, and that tech upgrade is exactly what has traders revisiting the stock, looking at how product execution ties into future growth. See our latest analysis for Interactive Brokers Group. The redesigned app lands after a steady run of fintech upgrades and geographic expansion, including new UAE equity access and IBKR Desktop enhancements. The share price now stands at $64.26, with momentum underpinned by a...

Recently, ACV Auctions’ CEO bought more than 31,000 company shares, even as a major financial firm shifted its rating from Buy to Hold, highlighting conflicting signals for investors. This rare combination of insider conviction and external caution throws a spotlight on ACV’s underlying business quality, cash generation challenges, and competitive position. Next, we’ll explore how the CEO’s sizable insider purchase might influence ACV Auctions’ growth-focused investment narrative and...

SPS Commerce, a long-time provider of cloud-based supply chain management software, has recently faced pressure after its early‑2025 Carbon6 acquisition was undermined by Amazon marketplace rule changes and activist investor Anson began pushing for a potential sale of the company. This combination of a misjudged move into the Amazon seller ecosystem and escalating activist involvement has raised fresh questions about SPS Commerce's capital allocation discipline and boardroom...

Aurora Innovation (AUR) just took a meaningful commercial step, partnering with Detmar Logistics to run 24/7 autonomous proppant hauls in the Permian Basin, the first frac sand runs on public roads using driverless trucks. See our latest analysis for Aurora Innovation. The deal lands at a time when sentiment on Aurora has been choppy, with a recent 10.05% 1 month share price return not enough to offset a roughly 32% year to date share price decline, and a far stronger three year total...

If you are wondering whether Apple's stock is still worth buying at these levels, you are not alone. This article is going to tackle that value question head on. Despite some recent choppiness, with the share price down about 1.7% over the last week but still up 12.2% year to date and 8.0% over the past year, investors are clearly still betting on Apple's long term growth story. Recent headlines have centered on Apple's push into AI features across its product ecosystem and renewed focus on...

Golar LNG (GLNG) has quietly outperformed the broader energy sector over the past month, gaining about 6%, even as its past 3 months and year to date returns remain negative. See our latest analysis for Golar LNG. That recent 1 month share price return of 5.54% looks more like a relief rally than a full trend change, given the weaker year to date share price performance and still solid 5 year total shareholder return of 350.46%. If Golar’s move has you watching the energy space more closely,...

Atlassian (TEAM) just picked up fresh Wall Street support as new coverage highlighted its long term growth story, while the company lifted its 2026 cloud revenue outlook and reaffirmed its multi year expansion targets. See our latest analysis for Atlassian. Those upbeat growth signals are arriving after a choppy run, with Atlassian’s share price now at $161.07 and showing a 1 month share price return of 10.11 percent but a much weaker year to date share price return of negative 33.55 percent...

GXO Logistics (GXO) just reshuffled its leadership bench, adding a new Chief Commercial Officer, a new Chief Operating Officer and an incoming Non Executive Chairman, a coordinated move that is catching investors attention. See our latest analysis for GXO Logistics. The leadership shake up comes after a strong run, with GXO’s share price returning about 12 percent over the past month and roughly 24 percent year to date, while its one year total shareholder return of about 27 percent suggests...

Chevron (CVX) has quietly lagged the broader market over the past 3 months, even as profits improved and oil stayed reasonably firm, which may present an interesting entry point for long term income focused investors. See our latest analysis for Chevron. Over the past year Chevron has delivered a modestly positive year to date share price return and a solid 1 year total shareholder return of 8.22 percent. However, recent 3 month share price weakness suggests momentum has cooled for now, even...

In December 2025, Celldex Therapeutics began a global Phase 3 EMBARQ-ColdU and SD trial of barzolvolimab in adults with cold urticaria and symptomatic dermographism who remain symptomatic despite H1 antihistamines or biologics, enrolling about 240 patients across approximately 75 sites in 7 countries with complete response at Week 12 as the primary endpoint. This late-stage program builds directly on earlier placebo-controlled Phase 2 data showing rapid, durable clinical responses and...

Serenity Capital’s decision to lift New Oriental Education & Technology Group (NYSE:EDU) into its top holdings is a clear vote of confidence in the company’s post crack down transformation and earnings trajectory. See our latest analysis for New Oriental Education & Technology Group. That conviction lines up with the market’s tone, with a 30 day share price return of 7.42 percent and a three year total shareholder return of 47.27 percent suggesting momentum is rebuilding after a tougher...

Alvotech (NasdaqGM:ALVO) stock has been under pressure after the FDA issued a Complete Response Letter related to deficiencies at its Reykjavik manufacturing site, which forced the company to cut 2025 revenue and EBITDA guidance. See our latest analysis for Alvotech. Those manufacturing setbacks and shareholder investigations have clearly reset expectations, with the 90 day share price return of minus 38.83 percent and year to date share price return of minus 62.77 percent showing momentum is...

NIO (NIO) just hit its 30,000th ES8 delivery barely three months after launch, even while juggling chip and battery shortages, and that rapid scale up is exactly what has analysts rethinking the stock’s trajectory. See our latest analysis for NIO. That milestone caps a choppy year in the market, with NIO’s share price at $4.99 and a positive year to date share price return, but a weak 3 year total shareholder return signalling momentum is only tentatively rebuilding as investors weigh rapid...

Universal Corporation recently entered into a new bank credit agreement that took effect on December 9, 2025, establishing a US$1.40 billion senior unsecured facility comprising a five-year US$780 million revolving credit line, a funded US$275 million five-year term loan, and a funded US$345 million seven-year term loan, replacing its prior US$1.15 billion facility. This expanded mix of longer-dated term loans and a larger revolving facility increases Universal’s financial flexibility,...

Camden Property Trust (CPT) just packed three catalysts into one stretch: a fresh NYSE Texas dual listing, higher 2025 guidance, and a JP Morgan upgrade, all reshaping how investors are sizing up the stock. See our latest analysis for Camden Property Trust. Those catalysts arrive after a choppy stretch, with the share price at $107.28 and a negative year to date share price return but a positive five year total shareholder return suggesting longer term momentum is still intact even as near...

Thermo Fisher Scientific recently enrolled the first patient in its international PPD CorEvitas Alzheimer’s Disease Registry and introduced new Gibco Bacto CD Supreme formulations to streamline E. coli-based plasmid DNA and protein production for gene therapies and mRNA vaccines. Together, these moves deepen Thermo Fisher’s role in real-world evidence generation for neurodegenerative disease and in high-quality bioprocessing inputs that underpin emerging advanced therapies. Next, we’ll...

Oculis Holding AG recently advanced its neuro-ophthalmology candidate privosegtor (OCS-05) toward registrational PIONEER trials after a positive FDA meeting, while also preparing additional clinical studies for licaminlimab in dry eye disease. This progression signals an effort to build a differentiated ophthalmology pipeline spanning retinal, inflammatory, and neuroprotective conditions with potentially precision-focused therapies. We’ll now examine how advancing privosegtor into late-stage...

In November 2025, Tradeweb Markets reported record total trading volume of US$56.80 trillion and average daily volume of US$2.90 trillion, alongside completing the industry’s first fully electronic on-chain auction for brokered certificates of deposit with Alphaledger’s blockchain technology. These milestones underline how Tradeweb is deepening the electronification of fixed income markets and using blockchain to streamline traditionally manual workflows in bond trading. We’ll explore how...

Dynatrace (DT) just tightened its ties with Google Cloud, stepping in as a launch partner for Gemini CLI extensions and Gemini Enterprise, and that move could subtly reshape how investors think about its AI growth story. See our latest analysis for Dynatrace. That deeper Google Cloud tie up lands after a strong earnings beat and expanded AWS integrations. Yet the share price has a roughly 19% year to date share price decline and three year total shareholder return of about 18%, suggesting...