U.S. Building Stock News

On August 28, 2025, VEON announced a special call to provide updates on Kyivstar’s strategic initiatives, financial performance, and market outlook for investors and stakeholders. This announcement suggests heightened attention on Kyivstar’s role within VEON, underscoring its significance as a growth and value driver for the wider group. We'll examine how investor anticipation around Kyivstar’s financial outlook and strategy may influence VEON’s overall investment case. AI is about to change...

CACI International Inc. announced it has been awarded two new contracts by the Canadian Armed Forces as part of phase two of the Counter Uncrewed Aircraft System (C-UAS) Urgent Operational Requirement, with a total value of approximately US$124 million and up to 10 years of support. This expanded agreement highlights CACI's growing role in providing modular, advanced counter-drone capabilities to international defense clients, reinforcing its position in addressing emerging security...

Phreesia recently launched VoiceAI, an AI-driven phone solution for healthcare organizations that leverages natural language processing and real-time workflow integration to improve patient call handling and streamline communication without increasing staff workload. This innovation highlights Phreesia’s commitment to automating routine healthcare interactions, aligning closely with the growing trend of digital transformation in patient engagement and administrative processes. We'll explore...

On August 24, 2025, United Therapeutics announced an amendment to its collaboration agreement with MannKind, broadening the partnership to cover an additional development product using MannKind’s Technosphere platform and triggering an upfront payment plus potential milestone and royalty revenues for MannKind. This expanded collaboration highlights external confidence in MannKind’s core inhaled drug delivery technology and secures new opportunities for diversified, platform-driven revenue...

On August 29, 2025, Celsius Holdings and PepsiCo announced an expanded long-term partnership, with Celsius acquiring the Rockstar Energy brand in the U.S. and Canada, while PepsiCo increased its stake in Celsius to 11% through a US$585 million investment and gained an additional board seat. This agreement positions Celsius Holdings as PepsiCo's lead energy drink partner in the U.S., integrating Alani Nu into PepsiCo’s distribution and expanding Celsius's portfolio and market reach. We'll...

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders would be excited to see that the share price has had a great month...

Coty Inc. recently reported its fourth quarter and full year 2025 results, with annual sales of US$5.89 billion and a net loss of US$367.9 million, alongside reaffirmed guidance anticipating a gradual improvement in sales for fiscal year 2026. A key insight is that while the company expects sales to remain negative in the first half of 2026 due to ongoing inventory and market headwinds, it projects a return to positive net revenue growth in the second half as these pressures ease and new...

In the past week, Phillips 66 reported its strongest second quarter since 2018, achieving a 98% refining utilization rate, while a Superior Court of California ordered the company to pay US$195 million in exemplary damages related to an earlier legal case. Additionally, Phillips 66 has begun permanently shutting its Los Angeles-area refinery, a move that will significantly impact regional fuel supply and affect hundreds of workers by the end of this year. We'll examine how the California...

Erie Indemnity recently reported significant growth in direct and assumed written premiums, highlighted by an increase in average premium per policy and continued optimism in its guidance despite headwinds. Operational challenges, such as a cybersecurity incident and higher weather-related losses, tested the company's resilience but did not alter its expectation of ongoing growth. To explore what this means for Erie Indemnity’s investment narrative, we'll consider how resilient premium...

In August 2025, Flex Ltd.’s Mukachevo, Ukraine facility dedicated to consumer and lifestyle products was damaged in a missile strike, leading to the evacuation of all staff and the hospitalization of several employees and contractors. Despite representing only about 1% of Flex’s revenue, the incident underscores the company’s exposure to geopolitical events in its global operations and the activation of business continuity measures. We’ll now examine how the operational disruption and Flex’s...

In late August 2025, Cytokinetics presented new clinical data for aficamten at the European Society of Cardiology Congress in Madrid, with findings published in key medical journals and updates on its regulatory review status in major markets including the U.S., Europe, and China. A unique highlight from this announcement was that aficamten showed a minimal incidence of new atrial fibrillation and is accompanied by plans for commercialization, reinforced by the appointment of an experienced...

On September 2, 2025, QUALCOMM’s Board of Directors elected Dr. Jeremy (Zico) Kolter, a leading expert in AI safety and cybersecurity from Carnegie Mellon University and current Chair of OpenAI’s Safety and Security Committee, to the Board and its Governance Committee. Dr. Kolter’s extensive background in artificial intelligence, cybersecurity, and industry partnerships introduces specialized expertise as QUALCOMM accelerates its investments in next-generation technology initiatives. We’ll...

On August 22, 2025, Advanced Micro Devices announced that Mr. Philip Carter resigned as Corporate Vice President and Chief Accounting Officer, with Ms. Jean Hu stepping in as interim Chief Accounting Officer while the company searches for a permanent replacement. Meanwhile, AMD continues to sharpen its focus on artificial intelligence and high-performance computing, highlighted by its collaboration with IBM on hybrid quantum-classical computing systems and ongoing traction in the data center...

In the past week, Workday reported second-quarter results with revenue of US$2.35 billion and net income of US$228 million, announced new wellness-focused partnerships with Benepass and New York Life Group Benefit Solutions, and revealed deeper integration with Zuora for financial management automation. These developments highlight Workday's momentum in expanding its client ecosystem and leveraging AI-enabled integrations to enhance administrative efficiency and customer value across HR and...

On August 20, 2025, the Detroit Lions announced a partnership with Shift4 Payments to handle ticketing transactions, food and beverage concessions, and retail merchandise sales at Ford Field, leveraging Shift4’s SkyTab Venue point-of-sale system and commerce technology. This collaboration highlights Shift4’s traction in the sports and entertainment vertical by showcasing how its integrated solutions can consolidate and simplify commerce experiences for large-scale professional venues. We’ll...

Piramal Pharma Solutions and NewAmsterdam Pharma recently announced the opening of a dedicated oral solid dosage form suite at Piramal's Sellersville, Pennsylvania facility, aimed at enhancing manufacturing services and supporting the future delivery of NewAmsterdam's investigational drug therapy. This expansion is expected to boost operational efficiency while creating over 20 new jobs in the local community over the next five years. We'll explore how this manufacturing investment...

HEICO Corporation recently reported third quarter 2025 results, noting sales of US$1.15 billion and net income of US$177.34 million, alongside its completion of five acquisitions year-to-date and ongoing focus on additional acquisition opportunities. A unique aspect was management's emphasis on using strong cash generation to fund value-accretive acquisitions and maintain financial flexibility, which they see as central to supporting long-term growth. We'll explore how HEICO's focus on...

On August 29, 2025, Appian Corporation announced a share repurchase program authorizing the buyback of up to US$10 million of its shares through August 28, 2027, and revealed enhanced AI capabilities and customer success stories demonstrating operational transformation for insurers using its platform. MagMutual, a leading insurer, reported that using Appian's AI-powered platform enabled instant quote generation, unified workflows, and accelerated acquisition integration, which quickly...

The Cigna Group recently filed a shelf registration enabling future issuances of various securities and announced a new fixed-income debt offering. This move gives Cigna increased financial flexibility, which could be used for refinancing, acquisitions, or investments to support business initiatives. We'll examine how Cigna's new shelf registration and fixed-income offering may influence its long-term capital strategy and investment outlook. Explore 23 top quantum computing companies...

Dorchester Minerals, L.P. recently announced it completed the acquisition of approximately 3,050 net royalty acres of mineral interests in Adams County, Colorado through a non-taxable contribution and exchange. This expansion increases Dorchester Minerals' footprint in a key U.S. energy-producing region, potentially shaping the partnership's future distribution profile. We'll explore how increasing Dorchester Minerals' royalty acreage in Colorado could alter the company's investment...

Viking Holdings recently announced the delivery of its newest river ship, the Viking Gyda, built exclusively for Portugal’s Douro River and accommodating 106 guests in 53 staterooms. This addition brings Viking’s Douro River fleet to five ships and highlights its plan to expand its river and ocean cruise offerings significantly over the coming years. We will examine how the addition of Viking Gyda and reaffirmed fleet expansion targets may influence Viking Holdings' long-term investment...

In the past week, Academy Sports and Outdoors updated its full-year guidance for fiscal 2026, raising expected net sales, net income, and diluted earnings per share, while simultaneously announcing plans for further store expansions and affirming its quarterly dividend. This combination of heightened earnings expectations and ongoing growth efforts, alongside continued share buybacks and community engagement, marks a period of increased momentum for the company. We'll take a closer look at...

DexCom, Inc. presented at the Wells Fargo 20th Annual Healthcare Conference on September 3, 2025, at the Encore Boston Harbor Hotel in Boston, Massachusetts, offering updates and insights on the company's ongoing operations and innovations to healthcare investors and stakeholders. With growing anticipation ahead of the event, heightened attention may reflect expectations for new information regarding DexCom's product advancements or corporate strategy, which can often influence investor...

In August 2025, Credo Technology Group Holding Ltd. and Volex plc reached a license and settlement agreement, resolving their patent dispute over Credo's active electrical cable technology and resulting in the withdrawal of ongoing litigation. This resolution could have significant implications for Credo by clearing legal hurdles and potentially strengthening its position in the high-speed connectivity solutions market. We’ll explore how resolving this patent lawsuit could impact Credo’s...