U.S. Communications Stock News

In early September 2025, Marvell Technology announced that its Structera Compute Express Link (CXL) memory-expansion controllers and accelerators completed interoperability testing with major memory suppliers and leading CPU platforms, positioning Structera as the only CXL 2.0 product family with such broad compatibility. This achievement highlights Marvell's leadership in providing flexible, scalable memory solutions for hyperscalers and cloud providers, alongside recent innovations in...

Despite an already strong run, Ameresco, Inc. ( NYSE:AMRC ) shares have been powering on, with a gain of 27% in the...

Insiders were net sellers of Bumble Inc.'s ( NASDAQ:BMBL ) stock during the past year. That is, insiders sold more...

Super Micro Computer recently announced that Lambda has completed the deployment of a broad portfolio of Supermicro’s GPU-optimized servers, featuring NVIDIA Blackwell technologies, at Cologix’s Columbus, Ohio data center to expand Lambda’s AI infrastructure. This collaboration highlights Supermicro’s integral role in enabling rapid, enterprise-grade AI compute solutions for customers across key industries in the Midwest and beyond. With Lambda selecting Supermicro’s latest GPU-powered...

Earlier this week, Synopsys announced expanded Synopsys.ai Copilot generative AI features for its semiconductor design solutions, introducing major workflow and productivity improvements for engineering teams. These innovations mark a step forward in the use of generative AI to automate complex chip design tasks, supporting faster onboarding and effectiveness for engineers across the industry. We’ll explore how Synopsys’s leap in generative AI capabilities could influence its long-term...

Abu Dhabi National Oil Company (ADNOC) announced that horizontal wells have been drilled and oil has been tested to the surface at a shale play in the UAE operated by EOG Resources, following EOG's recent acquisition of a new unconventional oil exploration concession in Abu Dhabi and partnership progress in Bahrain's upstream sector. This expansion marks EOG Resources' continued international growth and operational milestones outside of North America, underscoring a broader shift toward...

Guidewire Software reported fourth-quarter earnings for the period ended July 31, 2025, with revenue rising to US$356.57 million from US$291.52 million a year earlier and net income increasing to US$51.95 million from US$16.76 million. The company also provided new guidance for fiscal 2026, projecting total revenue between US$1.39 billion and US$1.41 billion and operating income between US$68 million and US$88 million, illustrating continued confidence in future growth. We'll explore how...

State Street Corporation and Apex Fintech Solutions recently announced a partnership involving a minority investment from State Street and new digital custody and clearing capabilities, while Columbia Threadneedle Investments selected State Street to provide consolidated global back-office services for pooled funds in the US and Europe. These developments highlight State Street's push to strengthen digital wealth management offerings and reinforce its role as a leading provider of investment...

Archer Aviation recently secured US$850 million in new funding, advanced its progress toward FAA certification, and was named the Official Air Taxi Provider for the LA 2028 Olympic Games. Partnerships with United Airlines and Stellantis, along with major event contracts, underline Archer's increasing momentum in the emerging urban air mobility sector. We'll explore how Archer's accelerating FAA certification journey enhances its investment narrative and commercial readiness. Uncover the next...

The City of Peoria, Arizona recently secured 834.5 acres in a State Land Auction, with a 104-acre parcel tentatively reserved for Amkor Technology to develop an advanced semiconductor packaging and test facility as part of the Peoria Innovation Core. This collaborative land acquisition signals an intent to expand US-based advanced semiconductor capabilities and reflects growing regional competition for high-tech investment projects. We'll see how plans for a new US facility could influence...

InterDigital, Inc. recently showcased its latest video streaming innovations at the International Broadcasting Convention (IBC) 2025 in Amsterdam, focusing on Versatile Video Coding (VVC, H.266) with Film Grain preservation for enhanced cinematic quality. This demonstration highlights how InterDigital's technological advancements in video compression and image integrity can help content creators deliver cinema-grade streaming experiences while conserving bandwidth. We'll examine how...

In early September 2025, Travere Therapeutics announced that the FDA approved updated REMS labeling for FILSPARI, reducing liver function monitoring frequency and removing the embryo-fetal toxicity monitoring requirement, while also sharing positive long-term clinical data from ongoing pegtibatinase studies in classical homocystinuria at an international conference in Japan. These developments may support improved FILSPARI adoption in IgA nephropathy and highlight steady progress in...

Monster Beverage Corporation reported record net sales of US$2.11 billion for its fiscal 2025 second quarter, exceeding the US$2 billion mark for the first time and surpassing analyst expectations. This milestone highlights the company's continued ability to respond to growing global demand for its beverages and the effectiveness of its ongoing product innovation strategies. We will explore how Monster Beverage's record-breaking quarterly sales shape the outlook for its ongoing international...

Photronics, Inc. recently reported its third-quarter results for fiscal 2025, posting sales of US$210.39 million and net income of US$22.89 million, alongside confirming fourth-quarter revenue guidance of US$201 million to US$209 million and an increase in its share buyback plan by US$25 million. A standout detail is Photronics’ expanded buyback authorization, which, combined with robust flat panel display performance, signals management’s focus on shareholder returns and operational...

Exelixis recently appointed Dana T. Aftab, Ph.D., as Executive Vice President of Research and Development, placing him in charge of all drug discovery, translational research, product development, and medical affairs activities; this follows the departure of Amy Peterson, M.D., from her executive and chief medical officer roles. Dr. Aftab's extensive history with Exelixis and his contribution to the development of CABOMETYX may signal a renewed focus on pipeline leadership as the company...

Penske Automotive Group, Inc.'s ( NYSE:PAG ) price-to-earnings (or "P/E") ratio of 13x might make it look like a buy...

Just Play, in collaboration with Hasbro, recently relaunched the iconic EASY-BAKE and PLAYSKOOL toy brands, introducing refreshed, modernized versions now available exclusively at Walmart in the US with updated features and a contemporary look. This exclusive partnership targets both nostalgia-driven consumers and new parents, aiming to revitalize classic toy lines and expand Hasbro's reach within key retail channels. We'll explore how the exclusive Walmart relaunch of these flagship brands...

In early September 2025, Comfort Systems USA announced it had increased its credit line to US$1.1 billion via an amended and restated senior secured revolving credit facility with Wells Fargo Bank and a syndicate of lenders, maturing in 2030 and allowing for possible further increases. This expanded credit facility introduces new financial covenants but also offers Comfort Systems USA greater financial flexibility to support its expansion and operational initiatives in specialized...

Bank of America has announced the launch of its Alts Expanded Access Program through Merrill Wealth Management and Bank of America Private Bank, aiming to provide ultra-high-net-worth clients access to institutional-grade private market funds and specialized investment opportunities. This initiative responds to a surge in demand for alternative investments among affluent clients, building on previous programs that have attracted over US$60 billion in assets in just three years. We'll explore...

Ambarella ( NASDAQ:AMBA ) Second Quarter 2026 Results Key Financial Results Revenue: US$95.5m (up 50% from 2Q 2025...

In recent days, Garmin introduced several major product innovations, including the flagship GPSMAP H1i Plus handheld device with advanced inReach satellite communication and the premium fenix 8 Pro smartwatch series featuring satellite-enabled connectivity and a new MicroLED display. These launches underline Garmin's continuing push into integrating connectivity, safety, and high-resolution display technologies across both outdoor navigation and wearable product lines, meeting the diverse...

In late August 2025, the U.S. Department of Defense, Peraton, and Okta announced the launch of myAuth, a cloud-based authentication solution replacing DS Logon and designed to serve about 20 million individuals, with 900,000 users signed up within two months and full rollout expected in 18 months. This collaboration underscores Okta’s increasing presence in large-scale federal digital identity programs, highlighting the company’s capability to support mission-critical, secure access at...

Recently, Nextracker became the subject of a law firm investigation following a class action complaint that alleges the company made false statements or failed to disclose the extent of project delays, with claims that the board may have misrepresented business prospects and competitive advantages. This development raises questions around Nextracker's corporate governance and project execution, which are now under increased scrutiny from investors and legal professionals. We'll explore how...

Earlier this week, Citi Wealth announced it has selected BlackRock to manage approximately US$80 billion in client assets and to deploy BlackRock’s Aladdin Wealth technology platform for Citi’s global wealth business, launching a new offering called Citi Portfolio Solutions powered by BlackRock. This partnership marks a major business development by integrating BlackRock’s portfolio management and advanced technology into Citi’s global wealth platform, underscoring BlackRock’s expanding...