U.S. Tech Hardware Stock News

Oruka Therapeutics, Inc. recently reported positive interim data from its first-in-human Phase 1 trial of ORKA-002, showing a long half-life, sustained IL-17 inhibition and a class-consistent safety profile in healthy volunteers, while outlining multiple ongoing and planned psoriasis and hidradenitis suppurativa studies across its ORKA-001 and ORKA-002 programs. A key insight for investors is the early clinical evidence suggesting ORKA-002 may enable twice-yearly maintenance dosing,...

Recent analyst commentary around Expedia Group (EXPE) has centered on rising confidence in its tech driven model, with upgraded stock recommendations and higher published targets following progress in B2B, the One Key rollout, and share buybacks. See our latest analysis for Expedia Group. At a share price of US$271.14, Expedia Group has seen a 23.89% 90 day share price return and a 59.63% 1 year total shareholder return, suggesting recent momentum after a softer past month. If this shift in...

In late 2025 and early 2026, United Bankshares completed a US$27.37 million buyback of 700,000 shares, or about 0.5% of its stock, while reporting fourth-quarter 2025 earnings and revenue that exceeded Wall Street expectations and delivered strong year-on-year sales growth. The combination of record 2025 earnings, benefits from the Piedmont Bancorp acquisition, and active share repurchases underscored solid capital strength and cash generation alongside better-than-expected quarterly...

Waystar Holding (WAY) has put its new agentic intelligence capabilities for its AltitudeAI platform in the spotlight, targeting more automated healthcare revenue workflows, just as it prepares for presentations at key industry conferences. See our latest analysis for Waystar Holding. Despite the recent product announcement and upcoming conference appearances, Waystar Holding's share price performance has been weak. The 30-day share price return shows a decline of 9.18%, the 90-day share price...

In January 2026, Ormat Technologies announced a US$25 million equity investment in Sage Geosystems and a long-term geothermal power purchase agreement with Switch, alongside securing Indonesia’s Telaga Ranu Geothermal Working Area concession. Together, these moves expand Ormat’s access to next-generation geothermal technology, deepen its role in data center decarbonization, and extend its project pipeline in Indonesia’s energy transition program. We’ll now examine how Ormat’s collaboration...

How Lemonade’s FSD Product Could Matter for Investors Lemonade (LMND) is putting its data centric model to the test with Lemonade Autonomous Car insurance, a new product for Tesla Full Self Driving that cuts per mile rates by about 50% when FSD is engaged. For you as an investor, the key questions are how this first of its kind product, backed by Tesla vehicle data and rolling out initially in Arizona and Oregon, might influence Lemonade’s growth profile, risk exposure, and long term...

If you are wondering whether Palomar Holdings at around US$124.95 is still a sensible entry or hold after a strong run, the key question is how that price stacks up against its underlying value. The stock has seen a 20.7% return over the last year and a very large 3 year return, even though the shorter term picture shows a 2.7% decline over 7 days, an 8.1% decline over 30 days, and a 5.2% decline year to date. Recent attention on the stock has focused on its position in the insurance sector...

Ichor Holdings, Ltd. recently updated investors with preliminary unaudited guidance, indicating at least US$240 million in revenue for the first quarter of 2026 and slightly above-midpoint revenue for the fourth quarter of 2025. This combination of stronger-than-previously-indicated fourth-quarter results and a higher starting point for 2026 signals improving operational momentum and order visibility. We’ll now look at how this improved revenue outlook and upgraded fourth-quarter guidance...

Kinder Morgan reported past fourth-quarter 2025 results with revenue of US$4,508 million and net income of US$996 million, capping a year in which sales reached US$16.94 billion and net income totaled US$3.06 billion. The company paired these record earnings with a US$10 billion project backlog concentrated in natural gas infrastructure and a 2% dividend increase to US$0.2925 per share for the quarter (US$1.17 annualized). Next, we will look at how Kinder Morgan's expanding US$10 billion...

AAR Corp. (NYSE:AIR) was highlighted in Fred Alger Management’s latest institutional investor letter. The fund discussed AAR as a key portfolio holding following the company’s early December announcement of a new Chief Financial Officer. The commentary focused on AAR’s market position and demand backdrop in the wake of the executive transition. AAR Corp. (NYSE:AIR) operates in the aviation services space, supporting aircraft operators and defense customers. The mention in an institutional...

What recent returns say about Alliance Resource Partners Alliance Resource Partners (ARLP) has delivered mixed returns, with the unit price down about 2% over the past day but up around 1% in the past week and roughly 4% over the past month. Over longer horizons, the stock shows a loss of about 7% over the past year, alongside very large 3 year and 5 year total returns. The current unit price sits near $24.60. See our latest analysis for Alliance Resource Partners. Looking across timeframes,...

Vertiv Holdings Co. (NYSE:VRT) has introduced Vertiv Next Predict, an AI-powered managed service for data center maintenance. The service uses AI-based anomaly detection and predictive algorithms to identify operational risks across power, cooling, and IT systems. Vertiv Next Predict is designed to scale with future data center technologies and support facilities focused on AI workloads. For you as an investor looking at NYSE:VRT, this launch sits within Vertiv's core business of critical...

Planet Labs PBC (NYSE:PL) has signed a multi-year satellite and data services contract with the Swedish Armed Forces. This is the company’s third major government satellite services deal in twelve months, following agreements with Japan and Germany. Planet Labs also announced its planned Owl constellation, aimed at providing near-daily high resolution Earth imagery. Planet Labs PBC, trading at $26.94, has attracted investor attention with a very large 1 year return and a roughly 4.5x return...

VEON (VEON) is back in focus after its Ukrainian subsidiary Kyivstar reported over 3 million users for Starlink powered satellite connectivity and launched a 5G test zone in central Lviv. See our latest analysis for VEON. These Kyivstar milestones come after a period where VEON’s share price has cooled slightly over the past week but still shows positive momentum, with a 30 day share price return of 2.45% and a 90 day gain of 6.98%. The 3 year total shareholder return of about 3x signals how...

In January 2026, OPENLANE, Inc. launched OPENLANE Intelligence, a unified framework that integrates its human-driven, AI-enhanced data and technology capabilities to improve transparency and decision-making in wholesale used vehicle transactions. This framework already powers features such as AI-based exterior damage detection, OBD2 scan interpretation, and AI-assisted engine audio analysis, and is intended to underpin future tools targeting dealer pain points like inventory management,...

Tidewater (TDW) is back in focus after extending its collaboration with Rimini Street to cover SAP systems and new tax software, a material upgrade aimed at unifying global financial operations. See our latest analysis for Tidewater. The extended Rimini Street partnership lands at a time when the 30-day share price return of 18.91% and 90-day share price return of 22.45% suggest building momentum, while the 1-year and 5-year total shareholder returns indicate a strong longer term record from...

In January 2026, Teva Pharmaceutical Industries issued long-term guidance indicating that 2026 revenue should be flat to slightly below 2025 levels, with operating profit expected to increase, followed by low-single digit revenue growth and a 30% operating profit rise in 2027 versus 2026. The company also outlined that by 2030 it aims for a mid-single digit compound annual revenue growth rate from 2026 and operating profit more than 30% higher than 2026, emphasizing a focus on improving...

KBR’s recent defense and energy wins KBR (KBR) has been in focus after securing a prime role on the Missile Defense Agency’s SHIELD program and being selected for Coastal Bend LNG’s front-end engineering and design work. Together, these contracts underline the company’s involvement in defense systems engineering and large scale energy infrastructure, giving investors fresh context for assessing KBR’s recent share performance and longer term project pipeline. See our latest analysis for...

Lucid Group (NasdaqGS:LCID) has agreed a partnership with Rockwell Automation to support its manufacturing operations in Saudi Arabia. The collaboration focuses on advanced manufacturing execution software and training programs for Lucid's Saudi facility. The initiative is aligned with Saudi Arabia's Vision 2030 and Lucid's plan to expand its global production footprint. Lucid Group, known for its premium electric vehicles, is using this Rockwell Automation partnership to deepen its...

ServiceNow (NYSE:NOW) has expanded its multi year partnership with OpenAI to embed advanced AI agents and GPT 5.2 directly into the Now Platform. The collaboration adds agentic AI and native speech to speech capabilities, aimed at handling complex enterprise workflows at scale. ServiceNow is also upgrading its global Partner Program and rolling out tighter security integrations, including work with authID. ServiceNow, trading at $133.11, sits at an interesting point for investors after a...

Levi Strauss & Co. (NYSE:LEVI) has launched the "Wear Longer Project" to promote clothing repair and customization among high school students. The program supports the company’s sustainability efforts by encouraging longer garment use and more responsible apparel consumption. The initiative focuses on youth education around repair skills, personalization, and the environmental impact of clothing waste. For investors tracking NYSE:LEVI, this move ties directly to brand identity and long term...

Earlier this month, Qnity Electronics reaffirmed its full-year 2025 net sales guidance of about US$4.70 billion and announced that long-time finance executive Mike Goss will serve as Interim Chief Financial Officer following Matt Harbaugh’s health-related departure. The combination of steady guidance and a seasoned interim CFO, who brings nearly three decades of experience at DuPont and Ernst & Young, has sharpened investor focus on Qnity’s role as a newly independent supplier of...

Recent news around OneMain Holdings (OMF) is pulling investors in two directions, with an expanded loan sale agreement to TPG Inc. on one side and a JPMorgan downgrade on the other. See our latest analysis for OneMain Holdings. Those mixed headlines have come after a softer patch for the stock, with a 6.5% 30 day share price return decline and a 6.7% year to date share price return decline, even as the 1 year total shareholder return sits at 20.7% and the 5 year total shareholder return at...

Capital One Financial (NYSE:COF) has agreed to acquire fintech firm Brex for US$5.15b. The deal is aimed at expanding Capital One’s technology driven corporate finance and payments offerings. The move follows the company’s Discover acquisition and approval of a US$425 million class action settlement over savings account interest rates. For you as an investor, this is a significant move in business payments and spend management, an area where software driven tools are increasingly tied to...