U.S. Tobacco Stock News

In recent weeks, Uranium Energy Corp drew attention after a unit acquired US$4,000,000 of Anfield Energy subscription receipts, with key shareholder and escrow milestones scheduled for late February and March 2026. This transaction coincided with growing expectations for higher U.S. uranium demand, as federal support for nuclear power and domestic mining gains momentum. Against this backdrop, we’ll explore how the combination of projected power demand from AI and cryptocurrency data centers...

In early January 2026, Upstream Bio, Inc. presented at the 44th Annual J.P. Morgan Healthcare Conference, while analysts initiated and upgraded coverage around its asthma candidate verekitug and the upcoming Phase 2 VALINAT readout. The combination of growing physician enthusiasm for long-acting TSLP inhibition and expectations for the VALINAT data has sharpened investor focus on Upstream Bio’s clinical pipeline. Against this backdrop, we’ll examine how physician interest in verekitug and...

In recent weeks, Mineralys Therapeutics reported stronger-than-expected third-quarter 2025 results while advancing its lead drug lorundrostat toward a New Drug Application for uncontrolled hypertension and chronic kidney disease. At the same time, senior executives executed pre-arranged Rule 10b5-1 stock sales as lorundrostat gained recognition in JAMA’s Research of the Year Roundup and the company presented at the 15th Annual LifeSci Partners Corporate Access Event. Against this backdrop,...

Earlier this week, Ormat Technologies, Inc. announced it had been awarded the Telaga Ranu Geothermal Working Area in Halmahera, North Maluku, securing long-term rights to explore and potentially develop up to 40MW of baseload geothermal capacity in Indonesia’s feed-in tariff zone. This concession deepens Ormat’s presence in Indonesia’s energy transition program, adding a regulated-tariff project that could enhance the company’s long-term international development pipeline and revenue...

Setting the stage after recent performance Novavax (NVAX) has drawn fresh attention after a mixed stretch, with the share price down about 5% over the past day but up around 19% over the past month and modestly higher year to date. See our latest analysis for Novavax. Against that backdrop, Novavax’s 30 day share price return of about 19% and year to date share price gain of around 9% sit alongside a 1 year total shareholder return of roughly 9% decline. This points to improving short term...

Citi and Mesirow analysts recently updated their views on Deckers Outdoor ahead of its fiscal Q3 report, highlighting shifting expectations around the company’s earnings prospects without any major new corporate announcements. A key theme across this commentary is growing attention on UGG demand amid cooler weather, set against existing concerns about overall demand stability and brand performance. We’ll now examine how this renewed focus on weather-driven UGG demand shapes Deckers...

Earlier this month, Babcock & Wilcox Enterprises announced it had selected Siemens Energy to supply steam turbine generator sets for its one‑gigawatt power project backing Applied Digital’s AI factory, while also disclosing the planned May 2026 departure and consulting transition of long‑time General Counsel John Dziewisz and an upcoming Needham conference appearance. The Siemens Energy collaboration anchors Babcock & Wilcox’s role in powering large‑scale AI infrastructure using a proven...

In recent years, Bunge Global has reported annual sales declines of 3.7% and earnings per share falling 19% per year, while also contending with limited cash reserves that may require shareholder-dilutive financing. This combination of shrinking top- and bottom-line performance and a strained liquidity position raises questions about how effectively Bunge Global’s products are resonating with its end markets. Next, we’ll examine how concerns about Bunge Global’s weakening earnings and...

In recent days, Dynatrace has drawn attention as investors look ahead to its upcoming earnings report, weighing mixed analyst views on its outlook and industry challenges in observability and cybersecurity software. This heightened focus comes as research firms highlight Dynatrace’s AI-powered, unified observability platform and strong gross margins, underscoring its role in supporting complex, cloud-based digital operations. With anticipation building around Dynatrace’s upcoming earnings...

Limbach Holdings (LMB) is reshaping its senior team, elevating long-time leaders Nick Angerosa and Jay Sharp into newly defined executive roles that focus on national customer solutions and sales across key end markets. See our latest analysis for Limbach Holdings. The recent executive appointments come as the share price trades at US$86.67, with a 7 day share price return of 12.56% and a year to date share price return of 9.61%. The 1 year total shareholder return of an 8.20% decline...

Rockwell Automation (ROK) is in focus after THG Nutrition, part of THG PLC and home to Myprotein, selected its Plex Manufacturing Execution System to standardize and digitize production across multiple global facilities. See our latest analysis for Rockwell Automation. The THG Nutrition win lands at a time when Rockwell Automation’s share price has been gaining traction, with a 90 day share price return of 21.13% and a 1 year total shareholder return of 52.34%. This suggests momentum has been...

Cogent Biosciences recently outlined an ambitious 2026 roadmap centered on bezuclastinib, including multiple planned New Drug Application submissions across systemic mastocytosis and gastrointestinal stromal tumor indications, alongside key clinical data presentations from its SUMMIT, PEAK, and APEX pivotal trials. At the same time, the company is broadening its precision oncology pipeline with planned IND filings for novel KRAS and JAK2 V617F inhibitors and advancing several early-stage...

Earlier this week, Bristol Myers Squibb reported positive topline Phase 3 SCOUT-HCM results showing Camzyos significantly reduced left ventricular outflow tract obstruction in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, with safety consistent with its adult profile. This success in a rare, high‑risk pediatric population could widen the clinical footprint of cardiac myosin inhibition and enhance the medical relevance of Camzyos within Bristol Myers Squibb’s...

Earlier this month, Array Technologies announced the promotions of Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer, expanding executive oversight of worldwide revenue generation and product development. These promotions highlight Array’s focus on tighter alignment between customer needs and its product roadmap, while reinforcing global sales execution and product innovation capabilities. We’ll now examine how Green’s expanded global revenue role could...

In recent days, Prologis has drawn attention as brokers upgraded their ratings and reaffirmed an overall “Outperform” consensus ahead of its latest earnings report, which is expected to show earnings per share of US$1.44 and revenue of US$2.10 billion compared with the prior year’s quarter. This combination of more cautious earnings expectations alongside projected revenue growth has sharpened focus on how the company is balancing profitability with expansion in its logistics real estate...

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...

How JD.com stock has been performing recently JD.com (JD) has seen mixed recent returns, with a 1 day move of around 1% decline, a slightly negative past week, a small gain over the past month, and a double digit decline across the past 3 months. Over longer periods, JD.com shows negative total returns year to date, over the past year, and across the past 3 and 5 years. This may influence how you think about risk, holding periods, and position sizing. See our latest analysis for JD.com. At a...

In 2025, Trinity Capital reported record investment activity with US$2.10 billion in new commitments and US$1.50 billion funded across secured loans, equipment financings, and warrant and equity investments, including about US$435 million funded in the fourth quarter. This update highlights not only strong demand for Trinity’s lending products but also brisk portfolio turnover, with repayments and exits nearing US$826 million for the year. Next, we’ll examine how this record US$2.10 billion...

If you are wondering whether Bloom Energy's share price still reflects fair value after its recent run, you are not alone. That is exactly what this article is built to unpack. The stock last closed at US$139.17, with returns of 14.2% over 7 days, 58.9% over 30 days, 41.0% year to date, and a very large gain over 1 year and 3 years. This naturally raises questions about growth expectations and risk. Recent news coverage around Bloom Energy has focused on its role in clean energy solutions...

Earlier this week, DocuSign announced new AI-powered eSignature features built on its Intelligent Agreement Management platform, using its Iris engine to simplify dense legal language for signers and automate document preparation tasks like agreement-type detection and field placement across the US, UK, and Australia. The launch directly targets long-standing friction points in contract workflows, signer confusion, preparation errors, and time-intensive setup, positioning DocuSign’s AI as...

Antero Midstream (AM) has kept its quarterly cash dividend at $0.225 per share, alongside fourth quarter share repurchases and new senior notes offerings that reshape how cash flows between the company and its investors. See our latest analysis for Antero Midstream. At a share price of US$17.84, Antero Midstream has seen a 7 day share price return of 2.94% while its 1 year total shareholder return of 15.25% and 5 year total shareholder return above 200% reflect gradually building momentum...

If you are wondering whether Rezolve AI's recent run makes the stock look cheap or stretched, this article walks through what the current price could imply about its value. The shares last closed at US$4.62, with returns of 24.5% over 7 days, 55.6% over 30 days, 61.0% year to date and 53.5% over 1 year, while the 3 year return sits at a 54.2% decline. Recent price moves have come as Rezolve AI continues to attract attention in the AI and software space, where investor interest can quickly...

If you are wondering whether Moelis at around US$77.75 is offering fair value or a stretched price, you are not alone. That is exactly what this article will unpack. The stock has recently posted returns of 4.6% over 7 days, 12.1% over 30 days, 9.2% year to date, 5.7% over 1 year, 99.0% over 3 years and 93.8% over 5 years, which naturally raises questions about where value now sits. Recent coverage of Moelis has focused on its position within the diversified financials space and ongoing...