U.S. Tech Hardware Stock News

In early December 2025, Energy Transfer highlighted progress on nearly US$10.00 billion of growth projects, including new Permian pipelines and its Lake Charles LNG export development, supported by about US$6.20 billion in year-to-date cash generation and plans for 3% to 5% annual distribution increases. This combination of large-scale expansion and a targeted distribution growth framework points to a company leaning on financial flexibility to balance reinvestment with higher income...

In recent days, Bloom Energy has faced renewed pressure as concerns about delayed AI data center investments at partners like Oracle and broader doubts over the pace of AI infrastructure spending have weighed on sentiment, despite the company delivering multiple quarters of record revenue and margin improvement. These developments highlight how Bloom’s fortunes are increasingly tied to the timing and reliability of hyperscaler capital spending decisions, even as it secures large agreements...

Atkore (ATKR) is back on investors radar after fresh commentary highlighted how its dense U.S. manufacturing network and embedded digital design tools are supporting margins even as PVC spreads drift toward more normal levels. See our latest analysis for Atkore. Those fundamentals are coming into focus against a choppy backdrop, with the share price at $64.58 and a year to date share price return of minus 20.69 percent. The one year total shareholder return of minus 22.13 percent highlights...

W. R. Berkley (WRB) just paired its regular quarterly payout with a meaningful special dividend, sending a clear signal about balance sheet strength and management confidence in cash generation for long term shareholders. See our latest analysis for W. R. Berkley. Those regular and special dividends land against a backdrop where the latest share price of $69.1 sits below recent highs. Yet W. R. Berkley still posts a solid year to date share price return and an impressive multi year total...

If you are wondering whether GXO Logistics is actually worth its current share price, or if the recent excitement has left it looking a bit stretched, you are not alone. That is exactly what we are going to unpack here. Despite a small dip of about 1.1% over the last week, the stock is still up roughly 5.7% over the past month and 21.5% year to date, which suggests that investors see something to like in its long term story. Some of that optimism has been driven by ongoing enthusiasm around...

If you are wondering whether JPMorgan Chase is still a buy after its huge run, you are not alone. This article is going to unpack whether the current price really makes sense. The stock has climbed 1.5% over the last week, 5.4% over the past month, and is now up an impressive 33.3% year to date, with a 36.4% gain over the last year and almost tripling over three and five years. Much of this strength has been underpinned by JPMorgan's role as a bellwether for the US banking sector, as...

Terns Pharmaceuticals (TERN) just paired upbeat CARDINAL trial data for its CML candidate TERN-701 with aggressive financing moves, including a $650 million follow on equity raise, reshaping both its balance sheet and growth runway. See our latest analysis for Terns Pharmaceuticals. The CARDINAL data and follow on raises land on top of a huge run, with a roughly 95 percent 1 month share price return and a 547 percent 1 year total shareholder return signaling powerful, still building momentum...

Scotts Miracle-Gro (SMG) just put its name on the Columbus Crew’s stadium, leaning into a bigger partnership to keep its brands front and center with consumers while the core business works through its challenges. See our latest analysis for Scotts Miracle-Gro. The naming rights deal lands at a moment when sentiment is trying to turn, with a 7 day share price return of 11.20 percent off a lower base and a 1 year total shareholder return still down 15.50 percent. This suggests early momentum...

Adient (ADNT) has quietly drifted lower over the past 3 months, but that pullback is exactly why the stock may warrant a closer look today from patient, value oriented investors. See our latest analysis for Adient. That 22.4% 3 month share price pullback sits against a more constructive backdrop, with a positive year to date share price return and a modest 1 year total shareholder return. This suggests momentum has cooled but not collapsed. If Adient’s recent reset has you reassessing the...

In recent days, research firms Benchmark and Morgan Stanley reaffirmed their positive views on The Chefs’ Warehouse after meetings with senior management highlighted strong business momentum and consistent organic growth. These upbeat assessments follow particularly confident commentary from management, suggesting that operational execution and demand trends are aligning with analysts’ existing expectations for the specialty food distributor. Now we’ll explore how this strengthened analyst...

Earlier this month, Lennox International declared a quarterly cash dividend of US$1.30 per share, payable on January 15, 2026, to shareholders of record as of December 31, 2025, while Barclays highlighted cyclical weakness in the residential HVAC market alongside concerns about a recent NSI Industries acquisition. While Lennox’s pricing power and dividend continuity support its income profile, questions around residential demand, inventory risks, and future return on invested capital are...

Harmonic (HLIT) has quietly bounced back over the past month, gaining about 9%, even though its year-to-date return remains down roughly 20%. That mix of momentum and drawdown is catching value-minded investors’ attention. See our latest analysis for Harmonic. That recent 1 month share price return of 9.41% looks more like a relief rally than a full trend change, especially with the year to date share price return still down about 20% and the 3 year total shareholder return negative despite a...

Earlier this month, the state of Maryland selected ICF as one of eight prime awardees on a nine-year Agile Digital Experience Product Transformation contract, with a US$300 million ceiling to modernize digital services across state and local agencies. This award showcases ICF’s role in overhauling legacy government systems into more user-centered, accessible platforms, reinforcing its position in public-sector digital transformation work. Next, we’ll examine how this long-term Maryland...

Paychex (PAYX) has quietly lagged the market this year, with the stock down about 17% year to date even as the business keeps posting steady mid single digit revenue and double digit profit growth. See our latest analysis for Paychex. Despite the weak year to date share price return of around 16 percent, recent weeks have seen a modest rebound, and the three year total shareholder return of roughly 11 percent shows the long term story is intact rather than broken. If Paychex has you...

Fermi (FRMI) just hit an inflection point after its first investment grade tenant walked away from a $150 million construction funding agreement tied to Project Matador, sending the stock sharply lower and shaking near term confidence. See our latest analysis for Fermi. The terminated funding agreement did not just knock sentiment today; it capped a brutal stretch where the share price return is down 53 percent over 30 days and 73 percent year to date, even as Fermi continued to sign power...

In October 2025, Rayonier Inc. declared a special dividend of US$1.40 per common share, which was paid on December 12, 2025, and subsequently filed an omnibus shelf registration covering multiple securities, including debt, common and preferred shares, warrants, subscription rights, stock purchase contracts, and units. This combination of an immediate cash return to shareholders and expanded flexibility to raise capital in the future reflects Rayonier’s twin focus on rewarding investors...

In recent days, Elevance Health highlighted AM Best’s affirmation and upgrades of several subsidiary credit ratings and announced that healthcare executive and investor Amy Schulman will join its board as an independent director in January 2026, while also expanding its AI-powered Virtual Assistant to support roughly 22 million commercial members. Together, these developments underscore Elevance Health’s focus on shoring up financial resilience, strengthening governance oversight, and using...

Recent performance and setup DENTSPLY SIRONA (XRAY) has quietly bounced about 8% over the past month, even as the stock remains down sharply this year, setting up an interesting reset in expectations for long term investors. See our latest analysis for DENTSPLY SIRONA. That recent 1 month share price return of about 8% is a welcome change of pace, but it comes against a much tougher backdrop, with the year to date share price return down sharply and multi year total shareholder returns still...

Amphastar Pharmaceuticals recently received FDA approval for its abbreviated new drug application (ANDA) for a teriparatide injection prefilled pen, a single‑patient‑use product deemed bioequivalent and therapeutically equivalent to Eli Lilly’s FORTEO, with a U.S. market estimated at about US$585 million in sales over the 12 months to 30 September 2025. The company’s decision to manufacture this teriparatide product entirely in-house at its U.S. facility highlights its emphasis on domestic...

Bunge Global SA recently announced that co-Chief Operating Officer David Mattiske stepped down from his executive role on December 11, 2025, with fellow co-COO Julio Garros elevated to sole Chief Operating Officer while Christos Dimopoulos takes over as chief sustainability officer. These leadership moves, following the Viterra acquisition and reshuffling of the sustainability portfolio, point to a deeper consolidation of Bunge’s operating and ESG decision-making under a streamlined...

Karman Holdings (KRMN) has quietly turned into one of this year’s stronger industrial stories, with the stock up about 126% year to date and another 13% over the past month. See our latest analysis for Karman Holdings. That surge has come as investors warm to Karman’s role in high priority defense and space programs, with a 1 month share price return near 13% reinforcing a clear upward momentum trend this year from a modest recent pullback at $68.06. If Karman’s run has you rethinking what...

W.W. Grainger (GWW) has quietly pushed higher in recent weeks, with the stock up about 7% over the past week and roughly 11% in the past month after a tough start to the year. See our latest analysis for W.W. Grainger. That bounce has only partly repaired the damage from earlier in the year, with the year to date share price return still slightly negative and the 1 year total shareholder return in the red. However, multi year total shareholder returns remain very strong, suggesting long term...

WEC Energy Group (WEC) just paired fresh 2026 earnings guidance with plans for a higher 2026 dividend, sending a clear signal about management’s confidence in both cash flow durability and long term growth. See our latest analysis for WEC Energy Group. The guidance and dividend news land after a choppy stretch, with a negative 30 day share price return but an 11.99% year to date share price return and resilient 5 year total shareholder return of 39.05%, suggesting steady compounding rather...

Biogen (BIIB) has been back in the spotlight after fresh data on two key neurology programs, zorevunersen for Dravet syndrome and subcutaneous lecanemab for Alzheimer’s, landed at major medical meetings this month. See our latest analysis for Biogen. Those upbeat data drops seem to be breathing life back into sentiment, with a 21.31 percent 3 month share price return and a stronger 1 year total shareholder return of 16.66 percent, even though the 5 year total shareholder return of negative...