U.S. Tech Hardware Stock News

NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla Robot Pivot Puts Valuation And Autonomy Thesis In Sharper Focus

Tesla, NasdaqGS:TSLA, plans to end production of the Model S and Model X and convert related factory lines to build its Optimus humanoid robots. The company is reallocating California manufacturing capacity toward large scale robotics and autonomy focused production. The transition is set to roll out over several years, marking a shift in how Tesla uses its existing facilities and engineering resources. Tesla shares last closed at $411.11, with the stock up 13.7% over the past year and...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Assessing Radware (RDWR) Valuation After New Agentic AI Protection Security Launch

Why Radware’s new AI security launch matters for shareholders Radware (RDWR) has pushed further into AI security with its Agentic AI Protection Solution, a product aimed at tackling risks tied to AI agents, prompt attacks, tool abuse, and sensitive data exposure. The launch builds on Radware’s work around threats like the recently identified ZombieAgent vulnerability and follows the earlier LLM Firewall release. Together, these developments give investors fresh context for thinking about how...
NYSE:NYT
NYSE:NYTMedia

New York Times Digital Growth And Dividend Shift Shape Valuation Story

The New York Times (NYSE:NYT) reported quarterly and annual revenue that came in ahead of prior expectations, driven by digital subscriptions and advertising. The company highlighted strong contribution from its digital products, including news, games, and other subscription offerings. Management announced a higher quarterly dividend, indicating an updated capital return approach for shareholders. The publisher also outlined increased investment in video journalism and new digital content...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Reassessing Palantir (PLTR) After Recent Share Price Slide And DCF Valuation Results

If you are wondering whether Palantir Technologies' current share price fairly reflects its story, this article will walk through what that number might mean for you. Palantir's stock is at US$135.90 after a 7.3% decline over the past week and a 23.4% decline over the past month, even though the 1 year return stands at 22.6% and the 3 year return is very large. Recent coverage around Palantir has focused on its role as a software provider in data analytics and security for government and...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Atlassian (TEAM) Q2 Loss Narrows To US$42.6m And Tests Profitability Narratives

Atlassian (TEAM) has just posted Q2 2026 results with revenue of US$1.6b and a basic EPS loss of US$0.16, alongside trailing twelve month revenue of US$5.8b and a basic EPS loss of US$0.72 that keeps the company in the red on a full year view. The company has seen quarterly revenue move from US$1.3b in Q2 2025 to US$1.6b in Q2 2026, while quarterly basic EPS over the same periods shifted from a loss of US$0.15 to a loss of US$0.16. This sets up this release as another checkpoint on how...
NYSE:DBD
NYSE:DBDTech

Does Diebold Nixdorf (DBD) Share Price Reflect Its Cash Flow Strength?

If you are wondering whether Diebold Nixdorf at US$71.81 is priced attractively or asking too much for its prospects, this overview offers a clear look at what the current share price might imply. The stock has posted returns of 4.1% over the past week, 6.5% over the last 30 days and 12.3% year to date, with a 61.2% return over the past year that may have changed how some investors view its risk and reward profile. Recent company news has focused on Diebold Nixdorf's role in providing...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

A Look At Intellia Therapeutics (NTLA) Valuation After FDA Lifts Clinical Hold On Key Phase 3 Trial

Intellia Therapeutics (NTLA) is back in focus after the FDA removed the clinical hold on its MAGNITUDE-2 Phase 3 trial for nexiguran ziclumeran in hereditary transthyretin amyloidosis with polyneuropathy, allowing enrollment to resume. See our latest analysis for Intellia Therapeutics. The FDA decision lands after a volatile stretch, with a 30 day share price return of 18.30% and a 90 day share price return of 26.21%. However, a 3 year total shareholder return of a 69.28% decline shows how...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

A Look At JD.com (NasdaqGS:JD) Valuation As It Explores Offshore Yuan Bond Funding

JD.com (NasdaqGS:JD) is reportedly weighing its first offshore yuan dim sum bond, a potential funding move that sits alongside recent efforts in global logistics, international partnerships, and JD MALL expansion within China. See our latest analysis for JD.com. At a share price of $28.07, JD.com has a 1-day share price return of 2.75%. Its 1-year total shareholder return of 28.10% and 5-year total shareholder return of 68.92% point to fading longer term momentum as investors weigh funding...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Tripadvisor (TRIP) Valuation Check As Viator Growth And New AI Partnership Reshape The Business Mix

Why the Best Western AI partnership matters for Tripadvisor (TRIP) The new AI-powered “Go for the Goal” trip planning platform with Best Western Hotels & Resorts puts Tripadvisor (TRIP) at the center of a specific, time-bound travel use case: multi-city soccer trips for 2026. For you as an investor, this matters because it links three themes that are already in focus around the stock: Tripadvisor’s push into AI, the growing role of its experiences marketplace, and the company’s broader shift...
NYSE:LADR
NYSE:LADRMortgage REITs

A Look At Ladder Capital (LADR) Valuation After Q4 2025 Earnings Miss

What drove the latest reaction to Ladder Capital’s earnings Ladder Capital (LADR) is back in focus after its Q4 2025 earnings missed Wall Street expectations on both revenue and profit, with management pointing to softer net interest income and loan timing effects. See our latest analysis for Ladder Capital. The Q4 2025 miss has fed into recent share price weakness, with a 7 day share price return of 6.38% and a year to date share price return of 7.48%. The 5 year total shareholder return of...
NYSE:HASI
NYSE:HASIDiversified Financial

A Look At Hannon Armstrong (HASI) Valuation After Its C‑Corp Transition And Capital Light Growth Shift

Why HASI's C-Corp shift is back in focus HA Sustainable Infrastructure Capital (HASI) is back on investor radars after recent analysis emphasized its transition to a C-Corporation, highlighting capital retention and a more capital light approach to funding future infrastructure deals. See our latest analysis for HA Sustainable Infrastructure Capital. HASI’s recent C-Corp shift and focus on more capital light deal funding appear to be landing with investors, with a 1-month share price return...
NYSE:BILL
NYSE:BILLSoftware

Assessing BILL Holdings (BILL) Valuation After Earnings Beat Guidance Hike And Potential Sale Talks

BILL Holdings (BILL) is back in focus after a sharp stock move tied to a stronger than expected earnings update, higher full year guidance, and fresh M&A chatter involving private equity firm Hellman & Friedman. See our latest analysis for BILL Holdings. The 37.2% 1 day share price return, taking BILL Holdings to US$48.94, came after earnings, raised guidance, and the potential sale discussions shifted how investors view its growth prospects and risks. Even so, the share price return over the...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

VeriSign’s Uptime Record Meets Security Push And Share Price Pullback

VeriSign reports 28 consecutive years of 100% domain resolution uptime. The company records its highest level of new domain registrations to date. VeriSign introduces new services focused on online security and stability. VeriSign, trading under NasdaqGS:VRSN, is drawing attention as it pairs a long running record of 100% domain resolution uptime with record high new domain registrations. The stock last closed at $224.17, with a 1 year return of 2.1% and a 5 year return of 11.7%. This...
NasdaqGM:AMAL
NasdaqGM:AMALBanks

Is Amalgamated Financial’s (AMAL) Embrace Loan Partnership a Clue to Its Mortgage Ambitions?

Embrace Home Loans recently announced an agreement with Amalgamated Bank under which Embrace will originate and service residential mortgages for the bank’s customers on a tailored platform. The arrangement allows Amalgamated Bank to broaden its mortgage offering without building its own full-scale origination infrastructure, while still keeping customer relationships at the center of the process. Next, we’ll examine how outsourcing mortgage origination to Embrace Home Loans could influence...
NYSE:RNR
NYSE:RNRInsurance

A Look At RenaissanceRe (RNR) Valuation After Strong Earnings And Share Buybacks

Why RenaissanceRe’s latest earnings are drawing investor attention RenaissanceRe Holdings (RNR) has come into focus after reporting fourth quarter and full year 2025 results, alongside sizable share repurchases, that sharply contrast with the prior year, particularly on net income and earnings per share. See our latest analysis for RenaissanceRe Holdings. RenaissanceRe’s latest earnings and extensive buybacks appear to sit behind a 10.03% 1 month share price return and a 10.40% year to date...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Did Health Canada’s Yorvipath Approval Just Shift Ascendis Pharma’s (ASND) Investment Narrative?

Health Canada previously granted market authorization for Yorvipath (palopegteriparatide injection), Ascendis Pharma’s parathyroid hormone replacement therapy for adults with chronic hypoparathyroidism, with Pendopharm handling distribution in Canada. This approval adds another international market for Yorvipath and underscores ongoing efforts to secure public and private reimbursement to support patient access. Next, we’ll examine how this Canadian authorization for Yorvipath shapes...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Assessing Nextpower (NXT) Valuation After A Powerful Run In Recent Shareholder Returns

Nextpower overview and recent performance snapshot Nextpower (NXT) has drawn fresh attention after a strong recent run in its share price, with the stock showing double digit returns over the past month and over the past three months. For investors, that move is now being weighed against the company’s current fundamentals, including revenue of US$3,603.2m, net income of US$592.1m and a value score of 3. See our latest analysis for Nextpower. With the share price at US$121.37 and a 30 day...