U.S. Tech Hardware Stock News

Why Gap’s new entertainment push matters for shareholders Gap (GAP) is reshaping its brand playbook by appointing Pam Kaufman as Chief Entertainment Officer and opening a Los Angeles office, aiming to plug its apparel labels more deeply into entertainment and pop culture. For you as an investor, the key question is how this new Fashiontainment focus, built around content, licensing, and collaborations, fits alongside Gap’s existing value profile and recent share performance, and what it could...

Earlier in January 2026, ARMOUR Residential REIT reported a roughly US$20.00 billion, highly leveraged agency mortgage-backed securities portfolio and highlighted its liquidity, hedging approach, and double‑digit dividend yield, while JonesTrading/JonesResearch upgraded the stock to a buy rating. An unusual aspect of this update is that the company’s high price-to-earnings ratio sits well above the mortgage REIT industry average, even as the upgrade argues its shares look undervalued...

In early January 2026, Permian Resources Corporation filed new shelf registrations for Class A common stock totaling about US$1.49 billion, while simultaneously closing several prior ESOP-related offerings and withdrawing a previous universal shelf covering common stock, preferred stock, and warrants. This flurry of filings and closures, combined with ongoing ESOP activity, points to a continued focus on employee ownership and flexible capital-raising options. Next, we’ll examine how BofA...

Clean Harbors (CLH) is back in focus after a quarterly earnings report in which revenue of $1.55b grew 1.3% year on year but missed analyst expectations, alongside shortfalls in adjusted operating income and EPS. See our latest analysis for Clean Harbors. The earnings miss appears to have cooled enthusiasm in the very near term, with a 1-day share price return of -1.09%. However, momentum over the past month and quarter is still positive, with 30-day and 90-day share price returns of 11.04%...

In recent days, Advanced Energy Industries attracted heightened attention as several research firms upgraded their views, pointing to strong demand across data center computing, semiconductor power delivery, and a gradually improving industrial and medical business mix. Analysts also emphasized the company’s growing role in AI-driven data center power conversion and the potential for acquisitions to expand its industrial and medical revenue base and operating efficiency. We’ll now explore...

Why Hippocratic AI’s collaboration matters for Huron Consulting Group (HURN) Hippocratic AI’s new collaboration with Huron Consulting Group (HURN) focuses on applying generative AI to healthcare operations and patient support, a move that could draw fresh attention from health system clients. For you as an investor, the key point is how this relationship connects Huron’s consulting and managed services to concrete AI use cases such as care navigation after discharge, scheduling outreach, and...

Recently, Restaurant Brands International highlighted resilient quarterly revenue growth, stable operating margins, and ongoing multi-year initiatives, while also naming Matt Rubin as the new Chief Marketing Officer for Popeyes in the U.S. and Canada and scheduling a February 26, 2026 investor event in Miami to update stakeholders. This combination of leadership changes at Popeyes and a dedicated investor event underscores management’s focus on sharpening brand execution and providing...

Recently, Sable Offshore Corp. secured federal approval to restart its long-idled Santa Ynez oil and gas pipeline near Santa Barbara, after U.S. regulators agreed to shift the line to federal oversight and a court declined to block the decision. This regulatory and legal breakthrough removes a major operational hurdle for Sable Offshore, potentially reshaping the role of the Santa Ynez unit within its overall business model. We’ll now look at how this federal approval to restart the Santa...

Power Integrations recently appointed Chris Jacobs as Senior Vice President for Marketing and Product Strategy, effective January 5, 2026, bringing experience from senior roles at Micron Technology and Analog Devices across automotive, industrial, and consumer markets. His background in high-voltage power ICs and automotive safety positions him to influence how Power Integrations prioritizes product development and end-market focus across growth areas. We’ll now examine how Chris Jacobs’...

Why Autodesk’s latest quarter has investors paying attention Autodesk (ADSK) is back in focus after a strong quarter in which revenue grew 18% year on year, earnings topped forecasts and management spotlighted AI driven automations and new subscription focused business models. See our latest analysis for Autodesk. Despite the strong quarter, Autodesk’s recent share price has been under pressure, with a 30 day share price return of a 9.31% decline and a 90 day share price return of a 12.50%...

Vita Coco Company (COCO) has been drawing fresh attention after its latest quarterly report, which showed revenue up 37.2% year on year and EBITDA well ahead of analyst estimates, with the stock rising 23.6% since. See our latest analysis for Vita Coco Company. Those quarterly numbers arrived on top of an already strong run, with a 90 day share price return of 30.71% and a 1 year total shareholder return of 54.74%. Newer efforts in sports hydration marketing and a recent board appointment...

Management succession move puts leadership in focus First Financial Bankshares (FFIN) recently announced a series of executive promotions at its First Financial Bank subsidiary, as part of a broader management succession plan that highlights leadership development, regional responsibilities, and continuity for shareholders. See our latest analysis for First Financial Bankshares. The succession announcements arrive after a period where the share price has shown steady positive momentum in the...

Macy’s has in recent months accelerated its “bold new chapter” transformation, closing underproductive stores and Connecticut distribution centers, cutting more than 1,000 jobs, and reallocating investment toward higher‑performing locations and a new North Carolina fulfillment facility while Bloomingdale’s pursues experiential partnerships like its “Wuthering Heights” promotion. Taken together, these moves point to Macy’s reshaping itself into a leaner retailer with a streamlined store base...

Recent US policy shifts toward Venezuela have put Helmerich & Payne (HP) back in focus, as investors weigh what potential access to Venezuelan oil reserves and any recovery of seized rigs and unpaid invoices could mean for the stock. See our latest analysis for Helmerich & Payne. The Venezuela headlines have arrived at a time when momentum in Helmerich & Payne’s share price has been picking up, with a 30 day share price return of 15.60% and a 90 day share price return of 40.11%. This is...

In recent days, Akamai Technologies has attracted increased attention as multiple analysts upgraded their ratings and revised their outlooks following a period of slower revenue growth but improving profitability metrics. These shifts highlight a growing focus on Akamai’s security and compute businesses as key drivers of profit-focused execution, while the company prepares to report its fourth quarter and full-year 2025 results next month. Next, we’ll explore how this wave of analyst...

Recent analyst upgrades for Prologis (PLD), including a move to Sector Outperform at Scotiabank, are arriving just as the company heads into an earnings report with mixed expectations. See our latest analysis for Prologis. At a share price of $133.21, Prologis has logged a 30 day share price return of 4.01% and a 90 day gain of 7.36%. The 1 year total shareholder return of 26.01% and 5 year total shareholder return of 51.39% point to momentum that has been building rather than fading. If...

Takeda collaboration puts ENHANZE platform in focus Halozyme Therapeutics (HALO) has drawn fresh attention after a global collaboration and exclusive license agreement with Takeda, giving Takeda access to Halozyme’s ENHANZE drug delivery technology for vedolizumab in inflammatory bowel disease. See our latest analysis for Halozyme Therapeutics. While the Takeda agreement has put Halozyme back in the spotlight, the share price tells a mixed short term story. There has been a 1 day share price...

DTE Energy (DTE) is back in focus after reaffirming its 2025 adjusted EPS guidance, outlining an early 2026 outlook, and securing a 1.4 GW data center agreement that has drawn fresh regulatory scrutiny. See our latest analysis for DTE Energy. The reaffirmed 2025 guidance, early 2026 outlook and the 1.4 GW data center agreement all arrive as DTE Energy’s share price sits at US$135.51. The 30 day share price return is 5.14% and the 1 year total shareholder return is 13.28%, suggesting momentum...

Onto Innovation’s leadership recently presented at the 28th Annual Needham Growth Conference in New York, outlining its semiconductor process control roadmap and positioning within advanced packaging and AI-related manufacturing trends. At the same time, the company has attracted growing institutional interest and options activity as analysts highlight its role in meeting tightening advanced packaging capacity needs. We’ll now examine how this strengthening analyst optimism around AI-driven...

Xencor (XNCR) recently outlined 2026 priorities for its XmAb platform, highlighting early clinical data for renal cell carcinoma candidate XmAb819 and setting out timelines for multiple oncology and autoimmune milestones that could influence investor expectations. See our latest analysis for Xencor. Despite the fresh 2026 pipeline update, Xencor’s recent share price momentum has been weak, with a 30 day share price return of a 19.05% decline and a 1 year total shareholder return of a 33.52%...

In mid-January 2026, High Roller Technologies, Inc. announced a binding Letter of Intent with Crypto.com | Derivatives North America to power a regulated, event-based prediction markets product in the United States, alongside multiple non-binding marketing LOIs with social-first sports media platforms to support its planned launch. A distinctive aspect of this move is High Roller’s effort to pair regulated prediction-market infrastructure with billion-scale social media reach from partners...

WD-40 (WDFC) is back in focus after its latest quarter showed flat sales and lower GAAP profit, tied mainly to timing issues with Asia Pacific distributors rather than a pullback in underlying demand. See our latest analysis for WD-40. That backdrop helps explain recent trading, with the share price at US$204.99 after a 7 day share price return of 7.89% and a 90 day share price return of 5.40%. At the same time, the 1 year total shareholder return is 9.92% lower and the 3 year total...

Harmony Biosciences Holdings recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, where CEO Jeffrey M. Dayno outlined the company’s latest business and pipeline updates. The company underscored its expectation that WAKIX could achieve more than US$1.00 billion in 2026 revenue while advancing next-generation pitolisant formulations and additional CNS programs to extend the franchise and diversify growth. We’ll now examine how Harmony’s blockbuster WAKIX...

LXP Industrial Trust (LXP) has overhauled its debt profile by closing a new US$600 million senior unsecured revolving credit facility and refinancing a US$250 million unsecured term loan with longer maturities and lower stated borrowing costs. See our latest analysis for LXP Industrial Trust. The financing update comes after a period of steady share price momentum, with LXP Industrial Trust’s 90 day share price return of 8.30% and year to date share price return of 3.43%, while the 1 year...