U.S. Tech Hardware Stock News

In recent weeks, Quanta Services reported Q4 2025 earnings and revenue above expectations, issued 2026 guidance ahead of analyst estimates, and highlighted a record backlog of about US$44.00 billion driven by grid modernization and large-load infrastructure demand. The company also scheduled a March 31, 2026 Investor Day in New York City to outline new long-term financial targets, signaling management’s focus on turning its growing backlog and recent acquisitions into clearer multi-year...

Markel Group (NYSE:MKL) has appointed Phil Jones as Chief Information Officer, International. The company has also named Kristen Dardia as Head of Portfolio Analytics, US & Bermuda. These appointments expand leadership in technology and analytics across international and specialty insurance markets. Markel Group, a specialty insurance and investment company, is placing additional leadership emphasis on technology and data across its international operations and US & Bermuda books. For you...

VNET Group recently completed a US$138 million private placement of 81 million new Class A shares to support working capital, capital expenditures, and potential corporate transactions, and it has scheduled the release of its fourth-quarter and full-year 2025 results for March 16, 2026. Beyond near-term funding needs, the deal underscores management’s preference for equity financing to strengthen liquidity even as it accepts some shareholder dilution and a concurrent board...

If you are wondering whether Fastly at US$24.05 still offers value after a strong run, you are not alone. This article is set up to unpack what the current price might be implying. The stock shows returns of 20.0% over 7 days, 175.8% over 30 days, 136.0% year to date, 255.8% over 1 year and negative 68.1% over 5 years, which points to a very different picture depending on the timeframe you focus on. These sharp short term moves have come alongside ongoing attention on Fastly's role in edge...

If you are wondering whether Amgen's current share price lines up with its underlying worth, this article walks through the key numbers that matter for value focused investors. Amgen's stock last closed at US$377.64, with returns of 15.3% year to date and 24.6% over the past year, while the 7 day and 30 day moves of a 0.4% decline and 0.5% gain suggest recent trading has been relatively steady. Recent headlines around Amgen have focused on its position within large cap pharmaceuticals and...

If you are wondering whether Lumentum Holdings is still reasonably priced after a strong run, this article will walk through what the current share price might be implying about its value. The stock last closed at US$672.00, with returns of 3.3% over 7 days, 19.8% over 30 days and 74.0% year to date. The 1 year and multi year returns are very large compared to the starting point for those periods. Recent coverage around Lumentum has focused on its position in optical and photonics...

What BridgeBio Pharma’s recent performance tells you right now BridgeBio Pharma (BBIO) has drawn fresh attention after recent share price moves, including a 3.9% decline over the past day and mixed returns over the past week, month, and past 3 months. This has prompted investors to reassess the story. See our latest analysis for BridgeBio Pharma. Zooming out, BridgeBio Pharma’s recent pullback sits alongside a mixed stretch of share price returns over the past quarter and year to date, while...

Alcoa (NYSE:AA) has agreed to sell ten closed industrial sites to buyers in the data center industry. The assets involved are non operational facilities that are being repurposed for technology infrastructure use. The transaction highlights a shift in how Alcoa is using legacy sites that are no longer part of its core production footprint. For investors watching NYSE:AA, this move comes alongside a share price of $66.36 and multi period gains, including 7.8% over the past week and 17.4%...

Oracle (ORCL) just delivered a stronger than expected fiscal third quarter, with cloud and AI infrastructure revenues helping lift results and push its contracted backlog higher, easing earlier worries about heavy data center spending. See our latest analysis for Oracle. The earnings beat and higher AI driven backlog arrived alongside a sharp 1 day share price return of 9.18%, even though the 90 day share price return of a 17.97% decline and year to date share price return of a 16.65% decline...

W. R. Berkley (NYSE:WRB) has appointed Ryan Miller as president of its Berkley Southeast Insurance Group unit. Miller brings over 25 years of commercial insurance operations experience to the regional business. The leadership change is expected to influence management priorities and growth plans in the southeastern U.S. market. For investors tracking W. R. Berkley, the appointment comes at a time when the stock trades at $67.86, with a 1 year return of 13.2% and a 3 year return of 81.4%...

New 52-week high puts recent gains in focus Coda Octopus Group (CODA) has hit a new 52-week high, coinciding with higher operating profit and a firm market position, drawing more investor attention to how the stock’s recent strength lines up with its fundamentals. See our latest analysis for Coda Octopus Group. The share price has slipped back 12.8% over the last day to US$14.62, but that comes after a strong run, with a 90-day share price return of 62.4% and a 1-year total shareholder return...

If you are wondering whether H World Group is still good value at around US$52.05 per share, you are not alone, as many investors are asking the same question after its recent run. The stock has seen a 1% decline over the past week and a 1.4% decline over the last 30 days, yet it is still up 8.5% year to date and 49.5% over the past year. This naturally raises questions about how much of that performance is already reflected in the price. Recent coverage has focused on H World Group's...

Why Tennant (TNC) is on investors’ radar today Tennant (TNC) has drawn fresh attention after a period where the share price shows a one-month return of about a 22% decline and a past three-month return of about an 18% decline. See our latest analysis for Tennant. Zooming out, the recent 1 day and 7 day share price gains for Tennant sit against a weaker backdrop, with the 1 year total shareholder return down 21.36% and the 5 year total shareholder return also negative. This suggests that...

In recent days, analysts at UBS and BofA reaffirmed cautious ratings on NNN REIT while highlighting record 2025 acquisitions, stronger-than-expected fourth-quarter results, and the REIT’s 36th consecutive annual dividend increase, even as the share price traded near its 52-week high. At the same time, fresh insider selling by senior leadership and a planned board chair transition are being interpreted as continuity of NNN REIT’s long-term, acquisition-led approach rather than a shift in...

Kratos Defense & Security Solutions (KTOS) has been in the spotlight after securing an approximate US$7 million production contract for a Counter UAS system, along with progress on key space and unmanned drone programs. See our latest analysis for Kratos Defense & Security Solutions. These contract wins and program milestones come after a strong run for investors, with Kratos’ 1 year total shareholder return above 200% and 3 year total shareholder return close to 6x, even though the 30 day...

Viking Therapeutics (NasdaqCM:VKTX) has advanced its obesity drug candidate VK2735 into Phase 3 development following FDA feedback. Enrollment for the pivotal subcutaneous Phase 3 trials, VANQUISH-1 and VANQUISH-2, is reported to be nearly complete. The company has also started a new maintenance and transition study for the oral version of VK2735, with readouts expected later this year. Viking Therapeutics focuses on metabolic and endocrine disorders, and VK2735 sits at the center of its...

If you are wondering whether Gilat Satellite Networks at US$16.98 is still offering value after a strong run, this article will help you break that question down step by step. The stock has pulled back with a 3.6% decline over the past week and an 11.9% decline over the past month. It also shows a 26.6% return year to date, 140.2% over 1 year, 205.9% over 3 years and 31.9% over 5 years, which may catch the eye of investors thinking about growth potential and shifting risk perceptions. Recent...

If you are wondering whether General Mills is starting to look like value territory after a rough patch, this article will walk through what the current share price might be implying. The stock closed at US$40.66, with returns of a 6.7% decline over 7 days, a 15.5% decline over 30 days and an 11.1% decline year to date, contributing to a 28.9% decline over 1 year, a 43.5% decline over 3 years and an 18.2% decline over 5 years. Recent news around General Mills has largely focused on its...

If you are wondering whether Pool's current share price lines up with its underlying worth, you are not alone. This article is built to help you size up what you are really paying for. Pool's stock recently closed at US$210.88, with returns of a 4.3% decline over 7 days, a 19.7% decline over 30 days, an 8.2% decline year to date, a 35.5% decline over 1 year, a 36.3% decline over 3 years, and a 33.8% decline over 5 years, which may have shifted how investors think about its risk and...

Earlier in March 2026, Pfizer reported positive Phase 2 results for its investigational trispecific antibody tilrekimig in adults with moderate to severe atopic dermatitis, showing statistically significant EASI-75 responses versus placebo with a favorable safety profile across multiple monthly dosing regimens. The data suggest tilrekimig could emerge as a differentiated, once-monthly option across several Type 2 inflammatory diseases, reinforcing Pfizer’s push into higher-value immunology...

MercadoLibre (NasdaqGS:MELI) announced a record US$3.4b investment in Argentina. The company plans to create 2,000 new jobs in the country. The new investment represents a 30% year over year increase. MercadoLibre runs a large e commerce and fintech ecosystem across Latin America, and Argentina is its home market. This new spending plan points to a focus on logistics infrastructure, technology development, and financial services that support both merchants and consumers. For investors, the...

Why Gilead Sciences (GILD) is on investors’ radar today Gilead Sciences (GILD) has drawn fresh attention after recent share price moves, including a return of about 20% over the past 3 months and roughly 32% over the past year. For a large biopharmaceutical company with annual revenue of about US$29.4b and net income around US$8.5b, that kind of multi period performance often prompts investors to reassess what is already priced into the stock. See our latest analysis for Gilead...

Otis Worldwide (NYSE:OTIS) has launched its Otis Viva solutions to address accessibility and mobility challenges for aging populations. The new offering focuses on elevator safety, reliability, and accessibility for older adults, and can be applied to both upgrades of existing systems and new installations. Otis Worldwide, known for elevators, escalators, and related services, is using Viva to speak directly to aging population trends and growing interest in inclusive building design. For...

Colgate-Palmolive (CL) is back on many investors’ screens after recent share price moves, including a roughly 3% decline over the past week and a 5% pullback over the past month. See our latest analysis for Colgate-Palmolive. Zooming out, the recent 1 day share price drop of 3.11% and 7 day share price decline of 5.95% come after a stronger 90 day share price return of 16%, with a 1 year total shareholder return of 1.10% suggesting momentum has cooled recently. If this defensive consumer name...