U.S. Communications Stock News

If you have been wondering whether Charter Communications at around $206 a share is a bargain or a value trap, you are not alone. This piece is written exactly for that question. The stock has bounced about 6.3% over the last month but is still down roughly 41.3% over the past year and about 68.5% over five years, a combination that often signals either deep value or deep trouble. Recently, attention has focused on Charter's ongoing network investments, competitive jostling with other...

In recent weeks, Rockwell Automation has attracted renewed attention as Evercore ISI, Goldman Sachs, and BofA Securities initiated or upgraded coverage while the company expanded its cloud-native Manufacturing Execution System portfolio and advanced plans for a major new manufacturing campus in Southeastern Wisconsin. This combination of fresh analyst views, product innovation in industrial software, and a multi-year US$2.00 billion investment program underscores Rockwell’s effort to deepen...

If you are wondering whether Global Ship Lease is still a bargain after its big run, or if you have already missed the boat, this article will walk through what the current price is really baking in and where value focused investors may want to look next. Despite a recent pullback of 1.4% over the last week and 3.4% over the last month, the stock is still up 49.8% year to date and 73.2% over the past year, with longer term gains of 155.1% over three years and 314.8% over five years that...

Earlier in December 2025, UBS reiterated its Neutral rating on Murphy Oil while highlighting the company’s preparation for a major 2026 exploration program across Côte d’Ivoire, Vietnam, and the Gulf of Mexico, alongside recent outperformance versus production guidance and lower operating costs. The broker’s focus on Murphy Oil’s high risk/reward Côte d’Ivoire exploration campaign underscores how frontier deepwater success could materially reshape the company’s long-term resource base and...

Whether you are wondering if Extra Space Storage is a quietly compelling value play or simply fairly priced real estate at this point in the cycle, this breakdown is designed to give you a clear, no nonsense view. The stock has slipped 1.6% over the last week and is roughly flat over 30 days, but that comes after a 38.6% gain over five years that still hints at solid long term compounding despite a tougher recent stretch. Recent headlines have focused on sector wide self storage competition...

Textron Aviation recently secured an order from the Civil Air Patrol for 15 new Cessna aircraft, aimed at upgrading and expanding the organization’s fleet across the United States. This deal underlines steady demand for Textron’s civil aviation platforms and highlights how government-affiliated customers can support utilization of its broader aerospace franchise. Next, we’ll examine how this Civil Air Patrol order informs Textron’s existing investment narrative, particularly around aviation...

Key Insights Significant control over Rapid Micro Biosystems by private equity firms implies that the general public...

Hut 8 Corp. recently announced it had signed a 15-year, US$7.0 billion lease with Fluidstack for 245 megawatts of AI-focused IT capacity at its River Bend data center campus in Louisiana, including renewal options that could lift the total contract value into the very large billions and a Right of First Offer over up to 1,000 megawatts of future expansion. The company also unveiled a partnership with Anthropic and Fluidstack to deploy at least 245 megawatts and potentially up to 2,295...

Moody's (MCO) has been quietly grinding higher, up about 5% over the past month and 8% over the past year as investors lean into its steady revenue and earnings momentum. See our latest analysis for Moody's. With the share price now around $497.69, Moody's recent 30 day share price return in the mid single digits and a solid multi year total shareholder return suggest momentum is still building as investors reward its consistent growth profile. If Moody's steady climb has you thinking about...

If you are wondering whether BGC Group at around $8.93 is a bargain or a value trap, you are not alone. That is exactly what we are going to unpack. Despite being down 0.6% over the last week and 4.3% year to date, the stock is still up 4.4% over the past month, 2.9% over the last year, and 138.9% over three years and 124.6% over five years, which naturally raises questions about what is already priced in. Recently, BGC Group has been in the spotlight for its ongoing transformation into a...

OneSpaWorld Holdings (OSW) is back in focus after its latest quarterly results met expectations and highlighted smoother operations, reinforcing market confidence as cruise oversupply worries fade and spa demand holds steady. See our latest analysis for OneSpaWorld Holdings. The latest earnings and upbeat commentary have helped the stock regain its footing, with a solid year to date share price return and a standout three year total shareholder return suggesting momentum is quietly rebuilding...

Earlier this week, Rezolve AI said December 2025 is set to be its strongest month ever, with revenue expected to exceed US$17,000,000 even as it continues to record a GAAP net loss due to non-cash and one-time items. The company’s guidance that annual recurring revenue should surpass US$200,000,000 by year-end 2025, while targeting positive adjusted EBITDA, marks a pivotal moment in its push to scale generative AI solutions for commerce despite a still-stretched balance sheet. We’ll now...

The Campbell's Company's ( NASDAQ:CPB ) investors are due to receive a payment of $0.39 per share on 2nd of February...

Humana Inc. ( NYSE:HUM ) has announced that it will pay a dividend of $0.885 per share on the 30th of January. This...

In December 2025, Keysight Technologies announced a five-year Master Research Collaboration Agreement with Singapore’s leading quantum research institutions, alongside new AI-powered design assistants and advanced automotive and cybersecurity demonstrations unveiled around CES 2026. Together, these moves highlight how Keysight is deepening its role in quantum computing while embedding AI across its software tools and automotive test ecosystem, reinforcing its push into higher-value,...

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-MAPT, an RNAi therapy targeting tauopathies such as Alzheimer’s disease, using a new delivery system designed to cross the blood-brain barrier after subcutaneous injection. This marks Arrowhead’s initial move into central nervous system applications of its TRiM RNAi platform, potentially broadening its reach beyond liver and cardiometabolic indications. Next, we’ll examine how Arrowhead’s first...

Earlier this month, Deutsche Bank initiated coverage on East West Bancorp, citing its cross-border U.S.–Asia franchise and steps to trim commercial real estate exposure while expanding fee-based businesses such as wealth management. At the same time, insider share sales of about US$1,442,905 and the bank’s record quarterly results added extra context to shifting investor sentiment. We’ll now examine how Deutsche Bank’s focus on East West Bancorp’s cross-border strengths could influence its...

Recently, William Blair downgraded Kemper (KMPR) from “Market Perform” to “Underperform,” adding to a series of cautious analyst moves and reflecting a more guarded view of the insurer’s prospects. This shift contributes to a mixed but increasingly wary analyst landscape around Kemper, where a consensus “Hold” rating underscores uncertainty about the company’s path ahead. We’ll now examine how William Blair’s downgrade and the broader cautious analyst tone may affect Kemper’s existing...

Recently, Piper Sandler Companies was highlighted as a strong small-cap name after delivering exceptional annual revenue growth, profitable incremental sales, and a stronger balance sheet over the past two years. This recognition positions the firm as a rare small-cap financial services player that has translated market share gains into meaningfully higher earnings quality. Next, we’ll explore how this profitable revenue expansion and balance sheet improvement may influence Piper Sandler’s...

Sinclair (SBGI) has quietly outpaced the broader market over the past 3 years, even as the share price slipped over the past month. This may set up an interesting entry point for patient investors. See our latest analysis for Sinclair. The recent pullback, including a 7 day share price return of negative 5.47 percent and a year to date share price return of negative 5.41 percent, contrasts with a resilient 3 year total shareholder return of 30.44 percent. This suggests longer term momentum is...

In recent days, Starbucks has been in focus as activist investor Elliott Management built a stake, North American operations outperformed, workers staged the company’s largest U.S. barista strike, and a China joint venture with Boyu Capital was announced alongside a US$38.9 million Fair Workweek settlement in New York City. Together, these developments highlight how Starbucks is balancing shareholder pressure, labor relations, and expansion in China while executing a broad operational...

In recent days, nLIGHT has drawn fresh attention after its CFO sold nearly US$2.4 million of stock while multiple research firms initiated or reaffirmed positive coverage, highlighting the company’s growing role in defense and directed energy applications. Amid this, analysts have pointed to a reported 50% increase in defense-related revenue year over year as a key reason for renewed optimism around nLIGHT’s position in next-generation military laser systems. Now we’ll examine how surging...

Legal pressure is building around Baxter International (BAX), as several law firms are pursuing class actions over alleged defects in its Novum LVP infusion pumps and how those problems were disclosed to investors. See our latest analysis for Baxter International. All of this is hitting a stock that already had weak momentum. A roughly 7.8% 1 month share price return has been unable to offset a steep year to date share price decline and a multiyear slide in total shareholder returns,...

Piper Sandler recently upgraded Glacier Bancorp to “overweight” from “neutral,” citing margin improvement, strong earnings growth, attractive valuation, and solid credit quality as reasons for its updated stance. The firm also highlighted Glacier Bancorp’s expansion into Texas and its established M&A track record as key supports for future earnings potential and balance sheet strength. We’ll now examine how Piper Sandler’s focus on Glacier Bancorp’s improving net interest margin could shape...