U.S. Tech Hardware Stock News

TSMC has secured environmental clearance for a new mega factory and is accelerating development of the facility to expand manufacturing capacity. The new plant is aimed at supporting growing demand for AI hardware and advanced chips used across data centers and high performance computing. This expansion is expected to add significant direct and supply chain employment and reinforce TSMC's role in the global semiconductor supply chain. For investors tracking Taiwan Semiconductor...

MGM Resorts International recently faced increased investor scrutiny as geopolitical tensions in the UAE raised questions about its planned non-gaming resort project “The Island” in Dubai, which is targeting a 2028 opening and may include a casino license application. The situation highlights how regional security risks can directly affect the outlook for large-scale tourism and entertainment developments that are central to MGM’s international expansion plans. Next, we’ll examine how rising...

Cadence Design Systems (CDNS) kicked off investor conversations after posting quarterly revenue of US$1.44b and earnings per share of US$1.99, both above consensus estimates, along with updated analyst outlooks and detailed backlog figures. See our latest analysis for Cadence Design Systems. Against this backdrop of earnings and backlog news, the share price has been choppy, with a 9.40% 1 month share price return and a 12.03% 3 month share price decline. However, the 1 year total shareholder...

If you are trying to figure out whether Itron shares are attractively priced or not, starting with a clear view of its current valuation is essential. The stock closed at US$91.25, with returns of 2.9% decline over 7 days, 10.5% decline over 30 days, 3.4% decline year to date, 13.8% decline over 1 year, 72.7% gain over 3 years and 3.6% decline over 5 years. These figures may change how investors think about both risk and potential upside. Recent coverage around Itron has focused on its role...

Why ProPetro Holding (PUMP) Is Back on Investors’ Radar ProPetro Holding (PUMP) is attracting fresh attention after its Q4 report, a Barclays research update, and new details on the growth plans for its PROPWR power generation segment. See our latest analysis for ProPetro Holding. At a latest share price of US$12.40, ProPetro’s 30-day share price return of 10.91% and 26.27% year to date, together with a 69.86% 1-year total shareholder return, point to building momentum as investors react to...

If you are wondering whether Sarepta Therapeutics is now a bargain or a value trap after its recent performance, you are not alone. The stock last closed at US$16.71, with returns of a 0.3% decline over 7 days, a 15.3% decline over 30 days, a 21.6% decline year to date, and an 83.8% decline over 1 year, which will naturally raise questions about both upside potential and risk. Recent news coverage around Sarepta Therapeutics has focused on its position in the pharmaceuticals and biotech...

Lowe's Companies, Inc. recently reported fourth-quarter 2025 sales of US$20,584 million and net income of US$999 million, with full-year sales rising to US$86,286 million while net income eased to US$6,654 million, alongside lower diluted EPS from continuing operations year over year. At the same time, Lowe's issued cautious full-year 2026 guidance, projecting total sales of US$92.00 billion to US$94.00 billion, flat to 2% comparable sales, operating margins of 11.2% to 11.4%, and diluted...

Bilibili Inc. has reported fourth-quarter 2025 revenue of ¥8,321.37 million and net income of ¥513.4 million, helping lift full-year revenue to ¥30,347.77 million and turning a prior-year net loss of ¥1,346.8 million into a ¥1,193.53 million profit. This marks Bilibili’s first full year of GAAP profitability, underpinned by a 27% rise in advertising revenue, deeper AI integration, and higher user engagement and paying users across its video platform. We’ll now examine how Bilibili’s first...

Domino's Pizza, Inc. has already reported its fourth-quarter and full-year 2025 results, showing higher revenue and earnings year over year, while also lifting its quarterly dividend to US$1.99 per share and completing a US$540.46 million share repurchase program that retired 3.54% of its stock. At the same time, Domino's is pushing its "Best Deal Ever" US$9.99 pizza promotion and social-first influencer campaign around the basketball tournament, signaling a focus on traffic-driving value...

AllianceBernstein Holding (NYSE:AB) has outlined a detailed AI roadmap, led by its Chief AI Officer, focused on productivity, investment research, and risk tools. The firm is emphasizing AI governance and responsible implementation as it rolls out these capabilities across its asset management platform. At the same time, AllianceBernstein is publishing fresh guidance for clients on dealing with volatility tied to current Middle East conflict risks. These moves highlight AB's intent to act as...

Wolverine World Wide (NYSE:WWW) reports solid quarterly results that mark continued progress in its turnaround. Merrell launches its first global brand platform, aimed at unifying messaging and reach across key markets. Cat Footwear rolls out new technology focused on performance and comfort features in its product line. The company addresses PFAS contamination issues, working through environmental regulatory requirements and remediation actions. For investors watching NYSE:WWW, the recent...

Compass (NYSE:COMP) is cutting staff at its Madison, NJ office as part of a post merger integration with Anywhere Real Estate. The company is also entering a multi year three way alliance with Rocket Companies and Redfin focused on lead sharing and customer experience in US residential real estate. Both the layoffs and the alliance mark meaningful changes to Compass’s operating footprint and partner network. Compass, which focuses on residential real estate brokerage and agent tools, is...

If you are wondering whether Zoetis is starting to look like better value after a rough patch, this article walks through what the current share price might be implying about the business. The stock last closed at US$121.43, with returns of 7.4% decline over 7 days, 4.2% decline over 30 days, 3.6% decline year to date, 27.7% decline over 1 year, 22.2% decline over 3 years and 16.5% decline over 5 years. These moves have put valuation questions in the spotlight again, as long term holders...

If you have been wondering whether East West Bancorp at around US$106 per share still offers value, you are not alone. This article will unpack what the current price might be implying. The stock has seen a 2.9% decline over the last 7 days and a 9.6% decline over the last 30 days. Its 22.5% 1 year, 84.6% 3 year and 54.6% 5 year returns give a wider context to those short term moves. Recent coverage around East West Bancorp has focused on its position among regional banks and how investors...

TransUnion has launched an AI Analytics Orchestrator Agent that uses Google's Gemini models to support advanced credit analytics. The new Agent is designed to streamline complex analytics workflows, improve transparency and audit trails, and broaden access to TransUnion's analytics capabilities. This development expands how lenders and other financial institutions can use AI tools across credit decisioning and risk assessment. TransUnion, listed as NYSE:TRU, is rolling out this AI Analytics...

If you are wondering whether SiTime's share price still makes sense after recent moves, this article will walk through what that current price could imply about the company's value. SiTime last closed at US$327.35, with returns of a 17.7% decline over 7 days, a 5.9% decline over 30 days and an 11.5% decline year to date, while the 1 year return sits at 87.2% and the 3 year and 5 year returns are 159.2% and 227.3% respectively. Recent attention on SiTime has been shaped by ongoing discussion...

If you are wondering whether Regions Financial shares still offer value at around US$27.04, this article walks through what the current price might imply for long term investors. The stock has seen a 2.8% decline over the last 7 days and an 11.2% decline over the last 30 days, while the 1 year return stands at 27.7% and the 5 year return at 51.5%, which may suggest that views on risk and opportunity have shifted over different time frames. Recent news around U.S. regional banks, including...

Bancorp (TBBK) has come under closer scrutiny after its latest quarter fell short of expectations, with management pointing to the prolonged government shutdown, delayed sponsored credit ramp-up, margin compression, and an unexpected legal settlement. See our latest analysis for Bancorp. The stock’s recent pullback has been sharp, with a 30 day share price return of a 12.58% decline and a year to date share price return of a 22.17% decline. However, longer term total shareholder returns of...

In early March 2026, Monolithic Power Systems was caught in a wider semiconductor sell-off after geopolitical tensions in Iran raised concerns about a global energy price shock and higher liquefied natural gas costs for chip producers. This episode highlights how external macro and energy-market risks can quickly influence sentiment toward even highly regarded power semiconductor providers like Monolithic Power Systems. We’ll now examine how concerns over rising energy-related operating...

Why Coursera’s new GenAI gender gap data matters for investors Coursera (COUR) released fresh GenAI enrollment data tied to International Women’s Day, showing a higher female share of GenAI learners and region-by-region shifts that speak directly to platform reach and user mix. Female participation in Coursera’s GenAI courses moved from 32% of enrollments in 2024 to 36% in 2025, with the company also highlighting meaningful regional differences in how that gender mix is evolving. See our...

In early March 2026, electronics manufacturing services provider Sanmina was hit by an analyst downgrade that cited weak forward guidance despite earlier earnings beats, coinciding with its shares slipping below a closely watched 20-day simple moving average used by many traders. This combination of reduced confidence in management’s outlook and a bearish technical signal has sharpened attention on how resilient Sanmina’s longer-term earnings thesis really is. We’ll now examine how concerns...

If you are wondering whether Markel Group's current share price really reflects what you are getting for your money, this article will walk through the key valuation angles investors tend to care about most. Markel Group last closed at US$1,982.67, with recent total returns showing a 4.3% decline over 7 days, a 3.5% decline over 30 days, a 6.9% decline year to date, a 4.8% gain over 1 year, and larger gains over 3 and 5 years of 57.1% and 71.6% respectively. These mixed shorter and longer...

In early March 2026, Ross Stores reported past fourth-quarter and full-year results showing higher sales and earnings, while also issuing guidance calling for further gains in comparable-store sales and earnings per share in fiscal 2026 and 2027. Alongside these results, the company increased its quarterly dividend by 10%, completed a multi-year buyback and authorized a new US$2.55 billion repurchase plan, highlighting a continued focus on returning cash to shareholders. Against this...

Alcoa (AA) is back on investors’ radar after appointing Emily Olson as Executive Vice President and Chief External Affairs Officer. This move puts fresh attention on the company’s external relationships and long term positioning. See our latest analysis for Alcoa. The appointment of Olson comes as Alcoa’s share price sits at US$59.65, after a 36.28% 90 day share price return and an 83.37% 1 year total shareholder return. This indicates recent momentum building on longer term gains. If Olson’s...