U.S. Tech Hardware Stock News

In February 2026, Acadia Healthcare Company reported fourth-quarter 2025 revenue of US$821.46 million but recorded a net loss of US$1.18 billion, largely driven by a US$996.20 million non-cash goodwill impairment, even as full-year 2025 sales reached US$3.31 billion. Despite the large impairment-driven loss, management issued 2026 revenue guidance of US$3.37 billion to US$3.45 billion and flagged a modest 0%–1% same-facility volume range, highlighting how policy changes in New York Medicaid...

Amazon Web Services data centers in the UAE and Bahrain were struck by drones during ongoing regional conflicts. The attacks caused outages and structural damage to key cloud facilities that support customers across the Middle East. The incident highlights physical security risks for cloud infrastructure and raises concerns about service continuity in conflict zones. For Amazon.com (NasdaqGS:AMZN), this comes at a time when the stock is trading at $213.21, with a 9.6% return over the past...

In early March 2026, Micron Technology began shipping customer samples of its 256GB SOCAMM2 LPDDR5X-based module, the industry’s highest-capacity low-power DRAM for AI data centers, while also ramping its new Sanand, India assembly and test facility for global DRAM and NAND products. These moves underline Micron’s push to pair advanced low-power data-center memory with a broader, more diversified manufacturing footprint that can support AI-driven demand worldwide. We’ll now examine how...

Why the new Voya distribution deal matters for F&G Annuities & Life (FG) F&G Annuities & Life (FG) has agreed to make its annuity products available through Voya Financial's Wealth Management platform, giving Voya advisors another set of retirement and income options for their clients. For you as an investor, this new distribution channel raises practical questions about how wider access to F&G products could influence the company’s reach in the retirement market and how you might view FG...

Alphabet (NasdaqGS:GOOGL) is facing a wrongful death lawsuit alleging its Gemini AI chatbot contributed to a user's death by failing to trigger safety interventions. The claim centers on accusations that Gemini reinforced harmful narratives and did not provide adequate safeguards to prevent real world harm. This is described as the first reported wrongful death case tied directly to Google's AI services, placing fresh legal and ethical focus on AI safety systems. Alphabet sits at the center...

What J.B. Hunt’s dual Nasdaq Texas listing means for shareholders J.B. Hunt Transport Services (JBHT) is set to begin trading its common stock on the newly established Nasdaq Texas exchange, a dual listing aimed at broadening investor access and improving trading flexibility. Because this new listing does not replace the existing Nasdaq Global Select Market listing, it effectively adds another venue where the same shares can trade. For you as an investor, the key questions are how this might...

AAON (AAON) is back in focus after reporting record quarterly revenue, strong backlog growth in its BASX data center segment, and issuing fresh 2026 guidance that points to continued double digit top line expansion. See our latest analysis for AAON. Despite the record revenue update and new product progress, AAON’s recent 7 day share price return of 15.66% and 1 day move of a 4.40% decline suggest momentum has cooled, even as the 1 year total shareholder return of 11.21% and 3 year total...

In recent days, Deutsche Bank upgraded Dauch Corporation to Buy and Jefferies initiated coverage with a Buy rating, adding to an increasingly positive analyst consensus on the company. This shift signals that a growing group of research houses is reassessing Dauch’s prospects more favorably, potentially broadening institutional attention and liquidity. We’ll now examine how this wave of Buy ratings and stronger analyst consensus could influence Dauch’s existing investment narrative and...

Recent partnerships around Arm based CPUs for distributed AI infrastructure and autonomous vehicles put Arm Holdings (ARM) in focus for investors watching how AI workloads spread across edge, cloud, and automotive applications. See our latest analysis for Arm Holdings. Despite a string of AI focused partnerships and conference appearances, Arm Holdings’ recent share price performance has cooled. The 30 day share price return is 7.53% and the 90 day share price return is 19.41%, while the 1...

In early March 2026, Kontoor Brands reported past fourth-quarter and full-year 2025 results showing higher sales and earnings per share, alongside new 2026 guidance and completion of a share repurchase program totaling US$110.02 million for 1,583,143 shares. A key highlight was the contribution from newly acquired Helly Hansen, which significantly lifted quarterly revenue and underpinned management’s confidence in a stronger earnings profile for 2026. With this backdrop, we’ll now assess how...

In February 2026, Aurinia Pharmaceuticals reported fourth-quarter 2025 revenue of US$77.11 million and full-year revenue of US$283.06 million, alongside a very large increase in net income and earnings per share versus 2024. On the same day, the company issued 2026 guidance calling for total revenue of US$315 million to US$325 million and net product sales of US$305 million to US$315 million, signaling management’s confidence in its operating momentum and product demand. We’ll now examine...

In late February 2026, Mason Capital Management LLC disclosed a new position in Borr Drilling Limited, acquiring about 2.18 million shares valued at roughly US$8.79 million. This new holding, representing around 1.57% of Mason Capital’s reportable assets, highlights growing institutional interest in Borr Drilling’s balance sheet progress and contract exposure. With Mason Capital’s fresh stake now in place, we’ll examine how increased institutional ownership reshapes Borr Drilling’s...

Why Iovance Biotherapeutics Has Caught Investor Attention Iovance Biotherapeutics (IOVA) has drawn fresh interest after recent trading sessions, as investors weigh its commercial stage cell therapy profile alongside sharp moves in the share price over the past month. The stock shows a 103% return over the past month and 128% over the past 3 months, placing recent momentum against a backdrop that includes revenue of US$263.502 million and a net loss of US$390.978 million. See our latest...

Tremco, a unit of RPM International (NYSE:RPM), has agreed to acquire Kalzip GmbH. The deal brings Kalzip’s aluminum building envelope systems into RPM’s building solutions portfolio. The acquisition is expected to expand RPM’s reach across Europe, India, and North America. RPM International, through its Tremco segment, focuses on building envelope products such as roofing, waterproofing, and related systems. Adding Kalzip’s metal roofing and façade solutions fits within that core line of...

Why the latest 10-K filing matters for PureCycle Technologies (PCT) PureCycle Technologies (PCT) just filed its latest 10-K, and auditor Grant Thornton issued an unqualified opinion while also expressing doubt about the company’s ability to continue as a going concern, putting financial stability in sharper focus for shareholders. See our latest analysis for PureCycle Technologies. PureCycle’s recent earnings update, plans for a European facility and an upcoming maintenance outage are all...

Why Owens Corning (OC) just drew fresh investor attention Owens Corning (OC) has moved back into focus after reporting fourth quarter and full year 2025 results that showed lower sales, larger losses, and new revenue guidance for the upcoming quarter. The company reported fourth quarter 2025 sales of US$2,142 million compared with US$2,574 million a year earlier, alongside a net loss of US$298 million versus a loss of US$258 million in the prior year period. See our latest analysis for Owens...

SK hynix and Sandisk announced a new alliance to standardize and commercialize High Bandwidth Flash, or HBF, memory for AI inference workloads. The effort targets a new memory tier between high performance HBM and high capacity SSDs. It aims to support growing demand from AI data centers. The companies are forming an industry consortium to push a global HBF standard and accelerate adoption across AI infrastructure vendors. For investors tracking NasdaqGS:SNDK, this move sits at the...

Omada Health (OMDA) is back in focus after reporting its first GAAP profitable quarter, alongside revenue growth in 2025 and improved margins, while also rolling out its GLP-1 Flex Care program for employers. See our latest analysis for Omada Health. The recent earnings beat, first GAAP profitable quarter and launch of GLP-1 Flex Care have coincided with a 20.6% 1 month share price return. However, the negative 90 day and year to date share price returns suggest momentum has only recently...

In the past week, AppLovin detailed its shift from a mobile gaming ad network to an AI-driven performance marketing platform, highlighting Axon 2.0, new generative AI ad tools, and an expanding self-service e-commerce offering at events including the Morgan Stanley Technology, Media & Telecom Conference in San Francisco. Management and analysts now see AppLovin’s push into e-commerce, including AI-generated video ads and dynamic product catalogs, as a key driver of its broader advertising...

In late February 2026, SoundHound AI reported Q4 2025 sales of US$55.06 million and full-year 2025 revenue of US$168.92 million, alongside a swing from a prior-year net loss of US$350.68 million to a much smaller US$14.01 million loss. Soon after, the company paired this record performance with a new US$168.05 million shelf registration tied to employee stock plans and an upbeat 2026 revenue outlook of US$225–US$260 million, underscoring how internal ownership incentives and growth...

In early March 2026, multiple investor law firms disclosed securities class action lawsuits against Apollo Global Management, alleging that senior leaders misled the market about past business communications with Jeffrey Epstein and the associated reputational risk. The complaints center on claims that Apollo’s prior assurances of no business ties to Epstein were inconsistent with reported tax-related consultations, raising questions about the reliability of earlier disclosures and...

Event context and recent share performance Installed Building Products (IBP) shares have recently pulled back from earlier levels, with the stock showing a 2.1% decline over the past day and a 6.3% decline over the past week. See our latest analysis for Installed Building Products. Even with the recent softness in the share price, including a 7% 30 day share price return decline, Installed Building Products still has a 15% 90 day share price return and a 74% 1 year total shareholder return...

EchoStar Corporation recently reported full-year 2025 results showing revenue of US$15.00 billion, down from US$15.83 billion a year earlier, alongside a sharply higher net loss of US$14.50 billion and basic and diluted loss per share from continuing operations of US$50.41, compared with US$0.44 previously. On the same day, auditor KPMG issued an unqualified opinion with a going concern warning in EchoStar’s 10-K, highlighting serious doubt about the company’s ability to remain financially...

American Eagle Outfitters recently reported fourth-quarter and full-year 2025 results, with sales rising to US$1,760.83 million for the quarter and US$5,496.81 million for the year, while net income and earnings per share declined; the company also declared a US$0.125 per-share quarterly dividend payable on April 24, 2026, and continued its buyback program, repurchasing 1,000,000 shares for US$25 million. Management paired this performance with guidance calling for high single-digit...