U.S. Communications Stock News

Pegasystems Inc. recently announced a collaboration with Moody’s Corporation, allowing Pega Client Lifecycle Management™ users to access Moody’s real-time entity verification data directly within their CLM and KYC workflows across more than 200 countries. This tie-up effectively plugs Moody’s database of over 600 million companies into Pega’s AI-powered onboarding and compliance engine, aiming to cut manual data entry errors and speed up client onboarding for global financial institutions...

ArcBest (ARCB) just refreshed its core revolving credit facility, extending its life to 2030 while boosting letter of credit capacity. This move quietly expands the company’s financial flexibility for the next phase of growth. See our latest analysis for ArcBest. The refreshed credit facility lands while the stock is trying to stabilize, with a recent 1 month share price return of 5.32 percent but a weak year to date share price return of 24.05 percent decline and a 1 year total shareholder...

Nvidia (NVDA) just got a key door reopened, with Washington clearing its H200 AI chips for approved Chinese customers in exchange for a 25% revenue cut, after direct talks between President Trump and CEO Jensen Huang. See our latest analysis for NVIDIA. The policy shift comes as NVIDIA’s 33.7% year to date share price return contrasts with a recent 7.1% one month pullback, while a huge five year total shareholder return above 1,300% shows long term momentum is still firmly intact. If this...

Playtika Holding (PLTK) just posted fiscal Q3 results that spotlight record direct to consumer revenue, powered by Bingo Blitz and June’s Journey, and the stock’s reaction says investors are reassessing its long term cash engine. See our latest analysis for Playtika Holding. That backdrop helps explain why, even with the share price sitting around $4.30 and a steep year to date share price return of roughly negative 38 percent plus a one year total shareholder return near negative 43 percent,...

Voya Financial (VOYA) is putting real money behind its outlook by laying out plans to repurchase up to $150 million of stock in early 2026, a capital return move investors tend to watch closely. See our latest analysis for Voya Financial. The buyback news lands as Voya’s 1 day share price return of 2.25 percent lifts the stock to 71.26 dollars, while a 5 year total shareholder return of 35.7 percent points to steady but not explosive momentum. If this capital return story has you thinking...

Markel Group (MKL) is back in the spotlight after doubling down on underwriting discipline, exiting money losing reinsurance, and leaning harder into higher margin specialty lines, all while its international footprint quietly becomes a real growth driver. See our latest analysis for Markel Group. Those moves seem to be landing well, with the share price at $2,068.26 and a strong year to date share price return of 20.43% pointing to building momentum. The five year total shareholder return of...

Regency Centers (REG) has quietly slipped about 6 % this year, even as its grocery anchored shopping centers keep delivering steady revenue and earnings growth. That disconnect is exactly what makes the stock interesting now. See our latest analysis for Regency Centers. Despite the recent slide, including a 30 day share price return of about minus 3 percent and a year to date share price return of roughly minus 6 percent, longer term total shareholder return near 73 percent over five years...

On 1 December 2025, Climb Channel Solutions announced a new partnership with Fortinet, adding Fortinet’s enterprise-grade cybersecurity products to its curated reseller-focused distribution portfolio. This alliance broadens access to Fortinet’s security platform through Climb’s specialized channel support and marketing services, potentially reinforcing Fortinet’s position within value-added reseller ecosystems. We’ll now examine how this expanded reseller distribution access through Climb...

If you are wondering whether Hinge Health is still worth buying at today’s price, you are not alone. The stock has quickly moved onto many investors’ watchlists and is begging for a closer look at its underlying value. After rallying about 7.5% over the last week and 11.7% over the past month, Hinge Health is now up roughly 31.7% year to date. This is the kind of move that often forces investors to ask whether the market is getting ahead of itself or finally catching up. Recent headlines...

ServiceNow (NOW) has been on a choppy ride lately, with the stock down about 19% this year even as annual revenue and net income keep growing at double digit rates. See our latest analysis for ServiceNow. Zooming out, the share price has slipped this year, but a three year total shareholder return of 104.33% shows longer term holders are still well ahead. This suggests momentum has cooled rather than vanished as investors reassess growth and valuation. If ServiceNow’s swings have you...

Rubrik (RBRK) has been on a quiet but steady climb, with the stock up about 28% over the past week and roughly 20% over the past month, catching more investors’ attention. See our latest analysis for Rubrik. Zooming out, Rubrik’s recent surge sits on top of a solid backdrop, with the year to date share price return of 37.62% and a 12 month total shareholder return of 29.66% signaling that momentum is building rather than fading around its $91.31 share price. If Rubrik’s run has you rethinking...

Grand Canyon Education (LOPE) has been drifting lower over the past few months, with the stock down about 5% this month and roughly 26% in the past 3 months despite steady earnings growth. See our latest analysis for Grand Canyon Education. Zooming out, that recent weakness in the 1 month and 3 month share price returns sits in contrast to a still impressive 3 year and 5 year total shareholder return. This suggests long term momentum remains intact even as near term sentiment cools. If LOPE’s...

Unity Software (U) just picked up a major upgrade from Wells Fargo, as the bank leans into a brighter 2026 industry outlook and growing confidence in Unity Commerce’s role beyond pure gaming. See our latest analysis for Unity Software. That optimism is already showing up in the tape, with a roughly 102% year to date share price return and an 86% one year total shareholder return suggesting momentum is rebuilding as investors warm to Unity’s longer term narrative. If you are weighing Unity...

Opera (NasdaqGS:OPRA) just rolled out a major AI upgrade across its flagship browsers, tying deeper into Google Gemini to deliver faster, context aware assistance that could subtly reshape how its 80 million users browse and spend. See our latest analysis for Opera. Despite the headline grabbing AI upgrade and a deepening Google partnership, Opera’s recent momentum has cooled, with the 90 day share price return down sharply even as the three year total shareholder return remains strongly...

FMC Corporation recently faced fresh pressure as Barclays downgraded the company and S&P Global Ratings cut its credit rating to BB+, while FMC also amended its credit agreement to add tighter covenants and extended covenant relief through the end of 2028. At the same time, governance and leadership shifts, including a board resignation in the US and a new managing director for FMC India, highlight both capacity constraints and the company’s efforts to reinforce oversight in key markets amid...

Riot Platforms (RIOT) is back in focus after reporting softer November bitcoin production and sales, just as investors weigh its shift toward high performance computing data centers and the potential impact of an expected first lease in early 2026. See our latest analysis for Riot Platforms. Despite the softer November mining update, the share price is still up strongly with a year to date share price return of 48.28 percent and a hefty three year total shareholder return of 273.73 percent...

If you have been wondering whether Newmont is still a buy after its big run, you are not alone. This breakdown will walk through whether the current price still stacks up against its underlying value. The stock has climbed 5.0% over the last week, 6.6% over the last month, and is up 145.2% year to date, with a 126.3% gain over the past year that has dramatically changed how the market is pricing its prospects. Recent months have seen a strong tailwind from higher gold prices and renewed...

Emerson Electric (EMR) has quietly outperformed the broader industrial space this year, with the stock up about 11% year to date and roughly 5% over the past year, despite some recent choppiness. See our latest analysis for Emerson Electric. That steady climb to a recent share price of $135.25, backed by a roughly mid single digit 1 year total shareholder return and a strong double digit 3 year total shareholder return, suggests momentum is cooling slightly. At the same time, the longer term...

Gencor Industries (GENC) has just wrapped up FY 2025 with fourth quarter revenue of about $18.8 million and EPS of roughly $0.13, rounding out a year where trailing twelve month EPS reached $1.07 on $115.4 million of revenue. Over the past few quarters the company has seen revenue move from $20.9 million in Q4 2024 to $31.4 million, $38.2 million, $27.0 million, and then $18.8 million, while EPS shifted from $0.10 to $0.26, $0.42, $0.26, and $0.13. This gives investors a clear view of how the...

WD-40 (WDFC) just posted Q3 results that pushed revenue up about 5% year on year and roughly 6% above Wall Street expectations, yet a clear EBITDA miss has investors reassessing the story. See our latest analysis for WD-40. The mixed quarter seems to have reinforced worries already showing up in the share price, with a year to date share price return of around negative 20 percent and a one year total shareholder return of roughly negative 28 percent. This suggests momentum is still fading...

SailPoint (SAIL) just posted its Q3 2026 numbers, logging revenue of about $282 million with basic EPS of roughly -$0.06, while trailing twelve month figures show revenue of about $1.0 billion and basic EPS of around -$3.59. The company has seen revenue move from about $700 million on a trailing basis in late 2024 to just over $1.0 billion by Q3 2026. Over the same stretch, EPS stayed negative, keeping profitability firmly in focus for investors trying to gauge whether that top line scale can...

Southwest Airlines (LUV) just cut its 2025 profit outlook after the extended U.S. government shutdown dented travel demand and pushed fuel expenses higher, even as management says bookings have already bounced back to pre shutdown expectations. See our latest analysis for Southwest Airlines. The market seems to be looking past the shutdown hit, with Southwest’s 30 day share price return of 16.8 percent and year to date share price return of 14.3 percent hinting at improving sentiment, despite...

InterDigital (IDCC) just scored a legal win that could reshape its streaming royalty stream, with courts in Germany and Brazil siding with its patents and new cases now targeting Amazon’s video technology. See our latest analysis for InterDigital. Those court wins seem to be feeding into sentiment, with InterDigital’s 1 week share price return of 6.22% and 90 day share price return of 11.76% supporting an already powerful year to date share price return of 85.17%, alongside an 88.79% 1 year...

Corsair Gaming recently appeared at Barclays’ 23rd Annual Global Technology Conference at The Palace Hotel in San Francisco, with CEO Thi L. La and CFO Gordon Mattingly presenting the company’s latest thinking to investors. This conference slot puts Corsair’s leadership in front of a broad institutional audience, where any commentary on product roadmap, margins, or capital allocation could influence how investors view the business over the coming quarters. We’ll now examine how investor...