U.S. Communications Stock News

Vulcan Materials (VMC) just posted a 12% jump in Q3 2025 aggregates shipments, along with better pricing and a 31% lift in operating cash flow, underscoring how infrastructure spending is quietly powering the stock. See our latest analysis for Vulcan Materials. At a share price of $288.34, Vulcan’s roughly 13% year to date share price return and strong three year total shareholder return of about 68% suggest momentum is still intact, with recent Q3 execution reinforcing the long term...

Earlier this month, AbCellera and Bruker Corporation entered into a global settlement and patent license agreement, under which Bruker will pay AbCellera US$36 million upfront plus ongoing royalties on sales of its Beacon Optofluidic platform products for the life of the licensed patents. This settlement removes a major source of legal uncertainty around Bruker’s Beacon platform, clarifying future economics and potentially easing investor concerns about litigation risk. Next, we’ll examine...

AECOM announced that, through its Unite32 joint venture with Laing O'Rourke, it has been selected as the official Delivery Partner to the Games Independent Infrastructure and Coordination Authority for the Brisbane 2032 Olympic and Paralympic Games, overseeing nearly US$5 billion (A$7.10 billion) of critical venues and infrastructure. This long-term, high-profile role reinforces AECOM’s position in large-scale sports and civic infrastructure, extending its Olympic delivery track record and...

Surgery Partners (SGRY) is back in focus after a sharp guidance cut, which has sparked a legal probe and fresh analyst downgrades. The stock has slid over 25%, raising new questions about its growth playbook. See our latest analysis for Surgery Partners. The guidance cut and subsequent legal probe come after a busy stretch, including a new Baylor Scott & White partnership and a $425 million senior notes offering. However, the 1 year total shareholder return of minus 25.4 percent and 3 year...

Diamondback Energy (FANG) has been drifting lower recently, even though its long term track record still looks solid. That gap between the share price and fundamentals is where this story starts. See our latest analysis for Diamondback Energy. At around $147 per share, Diamondback’s recent 1 week and year to date share price losses suggest momentum has cooled, even though its five year total shareholder return above 270 percent still reflects a powerful long term compounding story. If that...

Earlier this month, Halliburton and VoltaGrid announced securing manufacturing for 400 megawatts of modular natural gas power systems for 2028 delivery to support hyperscale data centers across the Eastern Hemisphere, aiming to provide scalable, lower-emission power compared with conventional diesel generation. This move highlights Halliburton’s push to extend its energy expertise into powering AI and cloud data infrastructure, potentially broadening its role beyond traditional oilfield...

In early December 2025, ONEOK participated in a fireside chat and presented at the Wells Fargo 24th Annual Energy and Power Symposium in New York, where management outlined updated views on its financial and operating outlook. Management’s emphasis on a clear path to lowering leverage and capital spending intensity has sharpened investor focus on the company’s improving balance sheet and potential for stronger future cash returns. Next, we’ll examine how ONEOK’s clearer deleveraging roadmap...

In recent weeks, Devon Energy has continued to attract attention as it is now expected to report quarterly earnings of US$0.95 per share, about 18.1% lower year over year, after previously surpassing both revenue and EPS consensus estimates. This combination of estimate revisions and earlier performance beats suggests the market is reassessing Devon's operational resilience relative to an industry that has seen weaker returns. Next, we'll examine how these positive earnings revisions,...

In recent days, MACOM Technology Solutions Holdings has been highlighted as a key enabler of next-generation optical connectivity through Linear Drive Pluggable Optics, even as broader concerns emerged following reports that a very large US$10 billion Oracle–Blue Owl Capital data center funding deal in Michigan stalled. This combination of technological relevance to AI data centers and renewed scrutiny of how hyperscalers finance infrastructure has drawn attention to the resilience and risks...

If you are wondering whether Aurora Innovation at around $4 a share is a bargain or a value trap, you are not alone. This piece will walk through what the numbers actually say. The stock has slipped about 4.8% over the last week, but it is still up 9.1% in the last month, even after a tough year to date at minus 31.5% and a 251.3% gain over three years. Those swings have come as investors react to ongoing progress in Aurora's self driving truck program and partnerships with major logistics...

S&P Dow Jones Indices, part of S&P Global, recently reported preliminary Q3 2025 data showing S&P 500 stock buybacks rising quarter-on-quarter, with 12‑month repurchases reaching a record total above US$1.00 trillion. This surge in buyback activity, especially from Financials and Health Care companies, underscores how capital return trends can support demand for S&P Global’s index and analytics offerings. We’ll now explore how record S&P 500 buybacks and stronger sector repurchases shape S&P...

In recent weeks, Robinhood Markets has doubled down on prediction markets, unveiling new NFL-style parlay and prop contracts, expanding event categories, and integrating these offerings with its Cortex AI tools while continuing its international and crypto build-out. An especially interesting development is that prediction markets have quickly become one of Robinhood's fastest-growing lines, with analysts estimating around a US$300 million annualized run-rate and suggesting a meaningful...

Plug Power recently announced it has successfully installed a 5MW GenEco electrolyzer at Cleanergy Solutions Namibia’s Walvis Bay site, powering Africa’s first fully integrated commercial green hydrogen facility with an off-grid solar and battery system to supply hydrogen for trucks, port and rail equipment, and small ships. This off-grid, vertically integrated project in Namibia showcases how Plug Power’s technology can anchor emerging hydrogen hubs in developing markets, potentially...

Ferrari (RACE) shares have cooled off recently, slipping over the past month and more sharply in the past 3 months, which naturally raises the question: is this just a pit stop or something deeper? See our latest analysis for Ferrari. Viewed over a longer track, that recent pullback sits against a still powerful backdrop, with Ferrari’s three year total shareholder return of 80.4% showing long term momentum even as near term share price performance cools. If that kind of history has you...

Earlier this week, Wells Fargo upgraded Texas Roadhouse’s rating and highlighted that current beef cost pressures are expected to ease beginning in the second half of 2026, while other analysts remained divided between Buy and Hold views and recent earnings pointed to margin pressure despite revenue growth. The mix of optimism about future input cost relief, ongoing concerns over profitability, and increased insider selling has sharpened investor focus on how resilient Texas Roadhouse’s...

In the past year, Generac Holdings reported weaker-than-expected Q3 2025 results as a softer power-outage environment weighed on residential generator sales and profitability. At the same time, slowing revenue growth, rising costs, and eroding returns on capital have raised fresh questions about the durability of its core profit engines, even as some analysts retain a moderately constructive stance. With weaker-than-expected quarterly performance and declining operating metrics now in focus,...

Block (NVDA) is back in the spotlight after a wave of upbeat analyst commentary and an expanded Square partnership with Thrive that tightens integration with Shopify, sharpening the company’s long term commerce platform strategy. See our latest analysis for Block. All this comes after a choppy stretch, with Block’s 1 year total shareholder return of around minus 28 percent and a 5 year total shareholder return near minus 72 percent, even as the 3 year total shareholder return remains slightly...

Materion (MTRN) has quietly delivered a strong year, with the stock up about 31% year to date and roughly 26% over the past year, outpacing many industrial and materials peers. See our latest analysis for Materion. The latest leg higher, including a roughly 9% 1 month share price return to about $124.90, has come as investors reward solid earnings growth. That strength builds on a three year total shareholder return of around 47% that points to durable momentum rather than just a short term...

If you have been wondering whether Natera’s explosive story is already priced in or if there is still value on the table, you are not alone. This is exactly what we are going to unpack here. After a 39.9% gain year to date and a 425.8% return over the last 3 years, the stock has cooled slightly in the past week, slipping 2.7%. Even so, it sits well above its 5 year level, up 101.1%. Recent months have seen Natera stay in the spotlight as investors focus on its expanding footprint in genetic...

GlobalFoundries (GFS) has been grinding through a choppy stretch, with the stock down over the past year even as revenue and net income have grown. That disconnect sets up an interesting risk reward debate. See our latest analysis for GlobalFoundries. Short term, GlobalFoundries has been volatile, with a 1 month share price return close to 10 percent but a negative year to date share price performance and a weak 3 year total shareholder return. This suggests sentiment is still rebuilding...

Whether you are wondering if Exact Sciences is still a smart buy after its big run or if most of the upside is already priced in, this breakdown will help you cut through the noise and focus on what the valuation really says. After climbing 78.1% year to date and 70.7% over the last year, the stock has clearly caught the market's attention, even if the last week has been flat at around a 0.1% slip. Investors have been reacting to a steady drumbeat of news around Exact Sciences' expanding...

Investors wondering if International Paper is quietly turning into a value opportunity while most attention is focused elsewhere may find that this is exactly the kind of stock where a bit of valuation work can really pay off. The share price has been fairly steady over the last week, but that hides a 6.1% gain over the past month and a still hefty drag of around 27.4% year to date. This mix often signals shifting views on both risk and recovery potential. Recent headlines have focused on...

Envista Holdings (NVST) has quietly put together a solid run, with the stock climbing over the past month and year as investors warm to its improving earnings picture and steady dental equipment demand. See our latest analysis for Envista Holdings. That upswing is not just a blip, with a roughly mid teens year to date share price return and a high teens 1 year total shareholder return hinting that investors are warming back up, even as longer term total shareholder returns remain in the...

If you have been wondering whether NetApp at around $110 a share is a bargain or a value trap, you are not alone. This breakdown is designed to give you a clear, no nonsense view. The stock has slipped 7.2% over the last week and is down 4.7% year to date, but that comes after a 100.6% gain over 3 years and 89.5% over 5 years, which indicates that the market has already repriced a lot of optimism into the story. Recently, investors have been reacting to NetApp's ongoing push into hybrid...