U.S. Tech Hardware Stock News

In late March 2026, AXT, Inc. proposed amending its Restated Certificate of Incorporation to lift authorized common shares from 70,000,000 to 120,000,000, while also signaling progress on export permits and plans to double indium phosphide manufacturing capacity to meet AI infrastructure demand. At the same time, insider share sales and ongoing volatility have contrasted with management’s confidence in AI-related indium phosphide demand, raising important questions about how expanded share...

Expand Energy (EXE) has drawn fresh attention after appointing Marcel Teunissen as Chief Financial Officer and Executive Vice President, a move that pairs new financial leadership with ongoing buybacks, insider buying, and clear production targets for 2026. See our latest analysis for Expand Energy. Even with renewed attention around the new CFO and ongoing buybacks, the share price has eased, with a 30 day share price return of 8.83% and a year to date share price return of 9.82%. The 5 year...

In the past few days, Duolingo reported 39% revenue growth with 52.7 million daily active users and net income of US$414.1 million, while guiding to slower 2026 bookings growth of 10–12% amid concerns about AI-powered language tools and an ongoing legal investigation. This combination of strong operational performance, softer growth guidance, AI-related competitive fears, and legal scrutiny is drawing fresh attention to how resilient Duolingo’s business model really is. Next, we’ll examine...

Fermi Inc., in partnership with the Texas Tech University System, recently secured access to up to US$156.25 million in 0% interest senior unsecured debt financing from Yorkville to support general corporate purposes, alongside filing an additional 5 GW Clean Air Permit in Texas that builds on an earlier 6 GW approval. This combination of financing and permitting progress underscores Fermi’s ambition to develop roughly 17 GW of cleaner power capacity tailored to fast-growing hyperscaler...

If you are wondering whether Quanta Services at around US$585 per share is still offering value, or if the recent excitement has already been priced in, this article is designed to help you make sense of that question. The stock has recent returns of 4.4% over 7 days, 3.1% over 30 days, 33.1% year to date and 117.4% over the last year, with a very large 5 year return that may have changed how the market views its risk and reward profile. Recent coverage has focused on Quanta Services as a...

In April 2026, Jaguar Transport Holdings announced a partnership with Norfolk Southern to handle local switching, run the Doraville, Georgia transload terminal, and fund yard upgrades to expand freight capacity and improve first- and final-mile rail service in northeast metro Atlanta. This collaboration gives Norfolk Southern access to Jaguar’s operational expertise and capital, potentially enhancing service reliability for Atlanta-area shippers that depend on truck-to-rail...

Earlier this month, IBM announced a collaboration with Arm Holdings to develop dual-architecture hardware aimed at running AI and data‑intensive enterprise workloads with greater flexibility, reliability, and security. At the same time, Arm’s own push into in‑house AI CPUs and chip manufacturing is drawing mixed analyst reactions, spotlighting execution risks alongside its expanding role in data center infrastructure. Next, we’ll examine how Arm’s shift into producing AI-focused CPUs,...

Why Luckin Coffee Is Back on Investors’ Radar Recent share moves in Luckin Coffee (OTCPK:LKNC.Y), including a 1.4% decline over the past day and a gain of 3.7% over the past week, have drawn fresh attention from investors. These short term swings contrast with a month return of 8.1% decline and a past 3 months return of 2.3% decline, prompting a closer look at how the business metrics line up with the stock’s current pricing. See our latest analysis for Luckin Coffee. At a share price of...

If you are trying to figure out whether Valero Energy is attractively priced or already reflecting high expectations, starting with a clear view of the current valuation can help frame your next move. After a strong run with a 122.1% return over the last year and a 291.6% return over 5 years, the stock has recently been more mixed, with a 3.4% return over 30 days, a 44.5% return year to date, and a 2.2% decline over the last week. Recent coverage has focused on Valero Energy's position in...

ASA Gold and Precious Metals (ASA) has announced a quarterly distribution of $0.04 per common share, up $0.01 from last year. This highlights dividend income as a key part of the stock’s appeal for shareholders. See our latest analysis for ASA Gold and Precious Metals. The higher distribution comes as the share price trades at $67.40, with a 7 day share price return of 6.66% and a year to date share price return of 15.71%. The 1 year total shareholder return of 129.24% points to strong...

If you are wondering whether RH at US$125.58 is starting to look interesting or still too expensive, the key question is what the current price actually reflects about the business. The stock has moved sharply in the short term, with a 10.7% gain over the last 7 days, set against a 10.4% decline over 30 days, a 35.1% decline year to date, and a 23.7% decline over the past year. These mixed price moves sit against a longer backdrop, with 3 year returns of 46.3% decline and 5 year returns of...

Wondering whether Biglari Holdings at around US$1,748.76 a share still offers value or if most of the opportunity is already priced in? This article breaks down what the current price might be implying. The stock has had a mixed run recently, with a 1.8% pullback over the last 7 days and a 3.0% gain over the past month, alongside a 3.7% year to date decline and a 71.8% return over the past year. Recent coverage around Biglari Holdings has focused on how its share price performance stacks up...

If you are wondering whether Black Stone Minerals at around US$14.08 is still offering value, the recent share performance gives you a useful starting point before looking at the deeper numbers. The stock has seen mixed returns, with a 3.9% decline over the last 7 days and an 8.2% decline over 30 days, while still sitting on a 4.2% gain year to date and a 10.4% return over the past year. These moves sit against a longer track record that includes a 15.5% return over 3 years and a 127.3%...

TKO Group Holdings (NYSE:TKO) has entered a comprehensive multiyear partnership with FRE Nicotine Pouches. The agreement makes FRE the Official Nicotine Pouch Partner across key TKO sports properties, including UFC and Zuffa Boxing. The partnership focuses on integrated marketing and fan engagement across TKO's globally recognized combat sports portfolio. For TKO Group Holdings, which operates sports and entertainment properties such as UFC and Zuffa Boxing, this deal adds another branded...

Wondering if Unum Group at around US$76.67 is offering fair value or a potential bargain? This article walks through the numbers so you can judge for yourself. The stock has returned 3.4% over the last 7 days and 5.7% over the last month, while the year-to-date return sits at a 0.7% decline and the 1-year return is 4.3%, with very large gains over 3 and 5 years. Recent coverage of Unum Group has focused on its position in the insurance sector and how investors are thinking about its risk...

Earlier this week, Coherent Corp. reported new silicon carbide epitaxy capabilities supporting up to 10kV power devices on 150mm and 200mm wafers for AI datacenters and industrial electrification applications, extending performance for compact, energy-efficient high-voltage power conversion systems. This move deepens Coherent’s reach across datacenter, industrial, automotive, and energy markets, reinforcing its role in wide-bandgap materials that underpin higher-efficiency infrastructure as...

Some investors may be wondering if RTX is still good value after a strong run in its share price, or if expectations are getting ahead of the fundamentals. The stock last closed at US$201.56, with returns of 2.7% over 7 days, negative 2.8% over 30 days, 7.6% year to date and 59.8% over the past year, along with very large gains over 3 and 5 years. Recent news coverage has focused on RTX as a key aerospace and defense player, with attention on its role in major US defense programs and ongoing...

DTE Energy recently entered a Primary Supply Agreement with Google to power a planned 1 gigawatt data center using new solar generation and up to 480 megawatts of battery storage, with Google funding the required clean energy buildout. This long-term partnership marks DTE’s first major data center project and signals a deeper push into renewables and grid technology to serve energy-intensive digital infrastructure customers. We’ll now examine how DTE’s Google-backed 1 gigawatt data center...

Hershey (HSY) is back in focus after a fresh round of Reese’s flavor launches, with new Marshmallow Cups and a returning Strawberry PB&J Cup, alongside reaffirmed 2026 guidance and upbeat analyst sentiment. See our latest analysis for Hershey. The recent Reese’s launches and reaffirmed 2026 guidance arrive after a choppy few weeks for the stock, with a 30 day share price return of a 7.13% decline, a 90 day share price return of a 7.00% gain, and a 1 year total shareholder return of 25.88%...

Iridium Communications (IRDM) has caught investor attention after a sharp move in recent months, with the stock showing a 38% gain over the past month and 77% over the past 3 months. See our latest analysis for Iridium Communications. At a share price of $34.20, Iridium’s short term momentum is strong, with a 1 month share price return of 37.9% and year to date share price return of 92.57%. However, the 3 year total shareholder return of 38.88% and 5 year total shareholder return of 10.8%...

Stock performance snapshot and recent returns Vita Coco Company (COCO) has seen a mix of shorter term pullbacks and longer term gains, with the share price moving higher over the past day and week but showing weaker performance over the month and past 3 months. Over the past day the stock returned 4.4%, and over the past week it is up 5.7%. Those moves contrast with an 11.6% decline over the past month and a 7.2% decline over the past 3 months. The 1 year total return stands at 65.0%, and the...

T1 Energy (TE) kept its 2026 production and sales guidance of 3.1 to 4.2 GW intact, alongside updates on its G2_Austin build out, international cell sourcing, Norwegian grid access and recent institutional interest. See our latest analysis for T1 Energy. The latest guidance update and recent production and earnings release have come alongside sharp price swings, with a 12.2% 1 day share price return and 11.9% 7 day share price return contrasting with a 42.4% 30 day share price decline and...

If you are wondering whether Shift4 Payments at around US$44.18 is a bargain or a value trap, the starting point is understanding how its current price lines up against different valuation checks. The share price has moved 3.3% over the last 7 days, while the 30 day return is a 6.5% decline and the 1 year return is a 43.4% decline, which can change how the market views both its potential and its risks. Recent coverage has focused on Shift4 Payments as a listed player in the payments and...

Recent share performance and business profile With no single headline event driving MasTec (MTZ) today, the recent share performance has caught attention, including a 1 day return of 1.1% and a past 3 months return above 60%. MasTec operates across five segments. Communications, Clean Energy and Infrastructure, Power Delivery, and Pipeline Infrastructure together generate most of its US$14.3b in annual revenue, largely from customers in the United States. See our latest analysis for...