U.S. Communications Stock News

In early June 2026, GlobalFoundries Inc. completed its acquisition of Synopsys’ ARC Processor IP Solutions business and entered new collaborations, including with Sivers Semiconductors on silicon photonics for AI data centers and with the U.S. Department of Energy’s Genesis Mission to give researchers access to its U.S. manufacturing and design platforms. Together, these moves highlight GlobalFoundries’ push to link AI-focused processor IP, advanced optical connectivity, and U.S.-based...

Exxon Mobil (NYSE:XOM) is drawing attention as its consortium in Guyana reaches record offshore production, helping drive a surge in South American oil exports this year. The company’s growing output comes as global oil inventories are described by executives and analysts as critically low, with supply disruptions tied to escalating tensions in the Middle East. The closure of the Strait of Hormuz has added further strain to global supply routes, putting Exxon Mobil’s new production streams...

Assured Guaranty Ltd. recently filed an omnibus shelf registration covering common and preferred shares, debt securities, warrants and share purchase units, while director Lorin Radtke sold 1,047 common shares at an average price of US$74.32, leaving a direct holding of 9,307 shares. The company’s latest quarterly update showed nearly doubled new business production and a tilt in capital use toward insurance and annuity reinsurance growth, supported by wider use of artificial intelligence...

Whirlpool (NYSE:WHR) has launched and upsized a $2 billion senior secured second-lien notes offering. The company plans to use the proceeds to refinance debt maturing in 2026 and 2027, repay borrowings under its revolving credit facility, and cover related fees and expenses. The refinancing package includes a cash tender offer for selected European bonds as Whirlpool adjusts its capital structure and liquidity profile. For investors tracking NYSE:WHR, this financing move comes after a...

Roku (NasdaqGS:ROKU) is rolling out new sports experiences, including an NHL Zone and Soccer Zone, ahead of the Stanley Cup Final and FIFA World Cup. The company is adding free sports channels such as FIFA and Sports Illustrated, along with premium options like FOX One, to its platform. These launches expand Roku's live content library and are timed around peak global sports events. Roku operates a streaming platform that connects viewers, content providers, and advertisers, with a business...

Carvana (NYSE:CVNA) has taken a warrant stake in Slate Auto, an electric vehicle startup backed by Jeff Bezos. The company is extending its reach into new car sales alongside acquisitions of Stellantis dealerships. This activity points to a broader push beyond Carvana's core online used car marketplace. For readers who know Carvana mainly as an online used car platform, this move into Slate Auto puts EVs and new cars more directly on the radar. The company is now tied to an early stage EV...

Silicon Motion Technology (SIMO) has drawn investor attention after a sharp move in its stock, with recent performance over the past month and past three months standing out compared with its longer term total returns. See our latest analysis for Silicon Motion Technology. Even after a 1-day share price drop of 3.88% to US$294.67, the stock still shows strong positive momentum. It has a 30-day share price return of 23.60%, a year-to-date share price return of 214.28%, and a 1-year total...

Vicor (VICR) recently raised its second quarter 2026 revenue guidance to $142 million from $126 million, citing higher product revenues and new royalty income from an additional licensee of its patented power system technology. See our latest analysis for Vicor. Vicor's share price has pulled back recently, with a 1-day share price return of 7.37% and a 7-day share price return of 10.51% after a sharp run that saw a 30-day share price return of 15.08% and a year to date share price return of...

Macy's (M) opened Q1 2027 with revenue of US$4.9 billion and basic EPS of US$0.24, alongside net income of US$63 million and same store sales growth of 3%. Over the past few quarters, revenue has moved from US$4.8 billion in Q1 2026 to US$4.9 billion in Q3 2026 and US$5.0 billion in Q2 2026. EPS has ranged from US$0.14 to US$1.91, with trailing twelve month EPS at US$2.50. This sets up a picture of earnings that have shifted meaningfully across periods. For investors, the mix of steady recent...

Navitas Semiconductor (NasdaqGM:NVTS) showcased its 800V-to-6V GaNFast DC-DC power board within Nvidia's MGX ecosystem at Computex 2026. The board was presented as part of next generation AI infrastructure solutions targeting data center workloads. This collaboration highlights Navitas' role in Nvidia aligned AI server designs and brings its GaN power platform into a high visibility industry setting. For readers tracking AI hardware, this matters because Navitas focuses on gallium nitride...

Palo Alto Networks (PANW) has released its Q3 2026 numbers with total revenue of US$3.0 billion and a basic EPS loss of US$0.22, alongside net income excluding extra items of US$177 million in the red. Over recent quarters the company has seen revenue move from US$2.29 billion in Q3 2025 through US$2.54 billion in Q4 2025 and US$2.47 billion in Q1 2026 to US$3.00 billion in Q3 2026. Basic EPS has ranged from US$0.39 in Q3 2025 up to US$0.61 in Q2 2026 before flipping to a loss in the latest...

Natera and CytoDyn have entered into a new collaboration to use Natera's Signatera test for molecular profiling in metastatic colorectal cancer. The partnership will draw on Natera's large multi timepoint oncology database to support translational and biomarker driven research. The agreement focuses on integrating real world molecular data with clinical trial insights to inform future development in personalized cancer care. Natera (NasdaqGS:NTRA), best known for its women's health testing,...

Macro driven drop in gold hits AngloGold Ashanti shares AngloGold Ashanti (AU) is back in focus after its stock fell sharply as gold prices pulled back, following a stronger U.S. dollar and shifting interest rate expectations tied to ongoing geopolitical and inflation concerns. See our latest analysis for AngloGold Ashanti. The stock’s 1-day share price return of 2.6% partially offsets its recent pullback. However, the 90-day share price return is down 13.5%, while the 1-year total...

Caleres (CAL) opened 2027 with Q1 revenue of US$666.6 million and basic EPS of US$0.42, setting a measured tone for the year after a trailing 12 month EPS of US$0.01 on revenue of US$2.8 billion. Over recent quarters, the company has seen quarterly revenue range from US$614.2 million to US$790.1 million while basic EPS has moved between a loss of US$0.68 and a profit of US$0.42. The latest period sits against a backdrop of 2.4% revenue growth and a net margin that has compressed to 0.02%...

Idt (IDT) has put out its Q3 2026 scorecard, with revenue of US$315.7 million and basic EPS of US$0.87, alongside trailing 12 month revenue of US$1.28 billion and EPS of US$3.26 framing the bigger picture. Over recent quarters the company has seen revenue move between US$301.9 million and US$322.8 million, while quarterly EPS has ranged from US$0.67 to US$0.89. This gives investors a clear view of how the top and bottom lines have tracked into the current release. With trailing net profit...

In late May 2026, Zscaler reported third-quarter fiscal 2026 results showing sales rising to US$850.48 million while losses widened, and the company modestly raised full-year revenue guidance to about US$3.33 billion alongside new fourth-quarter guidance of US$875 million to US$878 million. This combination of faster top-line growth guidance, ongoing losses, analyst rating changes, and even a shareholder investigation is reshaping how investors think about Zscaler’s AI-focused zero-trust...

Dutch Bros (NYSE:BROS) has raised more than $20 million for the Muscular Dystrophy Association through its long-running "Drink One for Dane" campaign. The company reached this philanthropic milestone in its latest annual fundraiser, extending a multi year partnership focused on supporting neuromuscular disease research and patient services. For investors tracking Dutch Bros stock at a current share price of $55.92, this milestone adds another dimension to the story beyond store growth and...

Investors may be wondering whether Alexandria Real Estate Equities is priced attractively today, or if the recent share price action has already reflected the value story. The stock last closed at US$53.12, with a 6.1% gain over the past week and a 21.3% gain over the past month, although the share price is still down 18.6% over the past year and 48.4% over three years. Recent headlines have focused on Alexandria Real Estate Equities as a specialised REIT in the life sciences and health care...

Eos Energy Enterprises (EOSE) caught investor attention after reporting a surprise quarterly profit and revenue beat, along with plans to launch Frontier Power USA with Cerberus and an associated rights offering. See our latest analysis for Eos Energy Enterprises. The stock has pulled back over the past week, with a 7 day share price return of down 10.1%. However, recent news on Frontier Power USA and the Stella Energy capacity agreement sits against a 30 day share price return of up 29.7%...

AdaptHealth (AHCO) has been drawing attention after recent share price moves, with the stock closing at $9.73. That puts investor focus on how its current valuation lines up with recent returns and fundamentals. See our latest analysis for AdaptHealth. Recent trading has been choppy, with a 7 day share price return of down 5.99% and a 30 day return of down 17.19%. The 1 year total shareholder return of 7.87% contrasts with a 5 year total shareholder return of down 64.85%, which suggests...

Alaska Air Group (NYSE:ALK) has appointed former T-Mobile CEO Mike Sievert to its board of directors. Sievert is known for leading large scale corporate transformations and for his focus on customer experience. He also flies as a pilot, giving him direct insight into aviation operations and frontline realities. For you as an investor, this development sits at the intersection of airlines and telecom style customer focus. Alaska Air Group operates a major U.S. airline at a time when carriers...

Harrow stock triggered article Harrow (HROW) has drawn investor attention after recent trading left the eyecare pharmaceutical stock down about 14% over the past month. This comes despite the company reporting annual revenue of $268.675 million and a loss of $14.961 million. See our latest analysis for Harrow. At a share price of $34.69, Harrow’s short term momentum has softened, with a 30 day share price return down 14.35% and a year to date share price return down 30.49%. This comes even as...

Cadre Holdings announced that its Safariland subsidiary’s SX™ HP ballistic panel was selected by Predictive Ballistics for the FBI’s Overt Armor Kit under a five-year, US$61,000,000 contract awarded to Predictive Ballistics after a competitive evaluation of 12 products. This win underscores Cadre’s positioning in high-specification federal law enforcement protection gear, reinforcing its role as a supplier of mission-critical ballistic solutions. Next, we’ll examine how securing the FBI...

Casey’s General Stores is approaching its June 9 earnings release, with options markets implying a potential share price swing and recent history pointing to pronounced volatility around these announcements. Behind this anticipation, the company’s growth in prepared foods and beverages, benefits from the Fikes/CEFCO acquisition, and fuel segment outperformance are shaping expectations for its operational progress. We’ll now examine how this options-implied earnings volatility, underpinned by...