U.S. Communications Stock News

NYSE:JOBY
NYSE:JOBYAirlines

Joby Aviation Funding Highlights Shift From Development To Early Air Taxi Operations

Joby Aviation (NYSE:JOBY) has completed substantial equity and convertible note financings, adding significant new capital. The company plans to launch commercial electric air taxi services in Dubai this year, with exclusive rights for its first vertiport at Dubai International Airport. Joby is in the final stage of FAA certification for its aircraft in the U.S., a key step toward starting operations in its home market. For investors watching early eVTOL businesses, Joby Aviation sits at...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir’s Record Q4 And Global AI Deals Test Lofty Expectations

Palantir Technologies (NasdaqGS:PLTR) reported record Q4 earnings, marking its strongest quarterly performance so far. The company highlighted rapid adoption of its AI platform, with particular traction in the U.S. market. Palantir expanded client partnerships in EMEA through work on Sovereign AI and with Accenture to help build new AI data centers. In Asia, the company deepened its relationship with HD Hyundai in Korea to support industrial digital transformation. Palantir enters this news...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 Refocuses Portfolio As Lower Crude Supports Refining Margins

Phillips 66 (NYSE:PSX) is selling non core assets to free up capital for other uses and shareholder returns. The company is using a weaker crude price backdrop to support refining margins and overall profitability. Management is leaning on its mix of refining, midstream, chemicals, and renewables to keep cash generation balanced. For investors tracking NYSE:PSX, this shift in the asset base and capital use comes with the stock around $148.09 and multi year returns of 24.3% over the past...
NYSE:GNL
NYSE:GNLREITs

Global Net Lease Dividends Recast As Return Of Capital In 2025

Global Net Lease, NYSE:GNL, has announced that all dividends paid in 2025 on its common and preferred stock will be treated as return of capital, not ordinary dividends. These payments will be classified as nondividend distributions for tax purposes, affecting how and when investors may owe taxes. The change applies to every dividend distribution the company makes in the 2025 calendar year. For investors following Global Net Lease at a share price of $9.41, this tax shift comes after mixed...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys Lightmatter Alliance Highlights Bet On AI Chip Connectivity IP

Synopsys (NasdaqGS:SNPS) has entered a collaboration with Lightmatter to integrate its advanced SerDes and UCIe IP into Lightmatter's 3D Co-Packaged Optics platform. The effort is aimed at supporting next generation AI infrastructure and high bandwidth connectivity between chips. For you as an investor, this sits at the intersection of Synopsys's core strengths in electronic design automation and the push toward faster, more energy efficient AI hardware. The focus on SerDes and UCIe IP...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Is Xcel Energy (XEL) Fairly Priced After Recent Regulatory And Industry Developments

If you are wondering whether Xcel Energy at around US$75.95 offers reasonable value today, you will want to see how its current price stacks up against several different valuation checks. The share price has had a mixed short term patch, with a 0.5% decline over the last 7 days, a 1.7% return over the last 30 days, and a 16.5% return over the past year. This gives some context for how the market currently prices the stock. Recent news around Xcel Energy has largely focused on ongoing...
NYSE:DUK
NYSE:DUKElectric Utilities

Is Duke Energy (DUK) Pricing Reflect Long Term Utility Demand And Income Focus

If you are wondering whether Duke Energy's current share price lines up with its underlying worth, this article will walk through what the available data can and cannot tell you about value. Duke Energy's stock last closed at US$121.67, with returns of 1.1% over 7 days, 3.6% over 30 days, 3.6% year to date, 12.1% over 1 year, 35.9% over 3 years and 58.6% over 5 years. This provides useful context before looking at valuation. Recent news flow around Duke Energy has focused on ongoing interest...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Is Kimberly-Clark (KMB) Attractive After A 19% One-Year Share Price Slide?

If you are wondering whether Kimberly-Clark shares are offering fair value right now, you are not alone, especially with the stock in focus for long term income and stability minded investors. The share price closed at US$100.77 recently, with returns of 0.1% over 7 days, a 0.6% decline over 30 days and year to date, and an 18.9% decline over 1 year that may have some investors reassessing the risk and reward trade off. Recent coverage has centered on how consumer staples stocks like...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Balances R2 Growth Plans With Recall Pressures And VW JV

Rivian Automotive (NasdaqGS:RIVN) has begun production validation for its upcoming R2 mass market SUV. The company announced a major recall affecting earlier R1T pickup and R1S SUV models. Rivian entered a US$5.8b joint venture with Volkswagen to work together on electric vehicle technology. Rivian sits in a crowded EV space, and the R2 SUV is its bid to reach a broader customer base beyond early adopters. At the same time, the recall of existing R1T and R1S vehicles puts a spotlight on...
NYSE:ACI
NYSE:ACIConsumer Retailing

A Look At Albertsons Companies (ACI) Valuation After Its Recent US$2.1b Debt Refinancing

Albertsons Companies (ACI) has just completed a large refinancing, issuing US$1.2b of 5.625% senior notes due 2032 and US$900m of 5.750% notes due 2034 to address debt maturities in 2027 and 2028. See our latest analysis for Albertsons Companies. At a share price of US$16.86, Albertsons Companies has seen short term share price pressure, with a 30 day share price return of 2.6% decline, while the 5 year total shareholder return of 49.9% contrasts with a 1 year total shareholder return of...
NYSE:DGX
NYSE:DGXHealthcare

Quest Diagnostics Myeloma Blood Test Launch And What It May Mean For Valuation

Quest Diagnostics (NYSE:DGX) has launched a noninvasive blood test to measure residual disease in multiple myeloma patients. The test uses advanced flow cytometry technology to monitor measurable residual disease through a simple blood draw. The new assay is positioned as a less invasive and potentially more cost-effective alternative to traditional bone marrow biopsies. For you as an investor, this launch sits squarely in Quest Diagnostics’ core business of diagnostic testing, where demand...
NYSE:MPC
NYSE:MPCOil and Gas

Is Marathon Petroleum (MPC) Price Justified After Strong Multi Year Share Gains

If you are wondering whether Marathon Petroleum's current share price lines up with its underlying value, you are not alone. This article takes that question head on. The stock recently closed at US$187.58, with returns of 9.2% over 7 days, 13.6% over 30 days, 13.6% year to date, 22.2% over 1 year, 63.8% over 3 years and a very large gain over 5 years. Recent coverage of Marathon Petroleum has focused on how investors are reassessing large US refiners and fuel suppliers, paying close...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Is Opera (OPRA) Offering An Opportunity After The Recent Share Price Pullback

Wondering whether Opera's share price reflects its real worth, or if the market is missing something important about the business? You are looking at the right company for a valuation checkup. The stock closed at US$13.19, with a 4.7% decline over the last 7 days, a 7.3% decline over the last 30 days, a 7.3% decline year to date, a 23.2% decline over 1 year, but a 133.7% gain over 3 years and a 73.6% gain over 5 years. These mixed returns have kept Opera on the radar for investors who focus...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

A Look At GitLab (GTLB) Valuation After Recent Analyst Downgrades On AI Competition Concerns

Why recent downgrades put GitLab (GTLB) back under the microscope Morgan Stanley and Barclays recently downgraded GitLab (GTLB), highlighting worries about tougher competition from AI startups, frequent management changes, and a more cautious stance on the company’s future growth prospects. See our latest analysis for GitLab. The recent downgrades landed after a sharp reset in sentiment, with GitLab’s share price at US$32.84 and a 1 day share price return of 7.10% decline, adding to a 90 day...
NYSE:EFX
NYSE:EFXProfessional Services

Is Equifax (EFX) Pricing Look Attractive After A 25% Share Price Slide?

If you are wondering whether Equifax is priced attractively right now, this article will walk through what the market is paying for the stock and what that might mean for you. Equifax recently closed at US$199.17, with returns of a 7.1% decline over the past week, a 6.9% decline over the last month, a 6.9% decline year to date, and a 25.0% decline over the past year. These moves may have shifted how investors see its risk and potential. Recent coverage of Equifax has focused on its role as a...
NYSE:TOL
NYSE:TOLConsumer Durables

Is Toll Brothers (TOL) Still Appealing After Strong Multi‑Year Share Price Gains?

If you are wondering whether Toll Brothers stock still offers value at current levels, the key is understanding how its price lines up against different valuation checks. The share price recently closed at US$146.46, with returns of 2.4% over 7 days, 8.0% over 30 days, 8.0% year to date, 10.3% over 1 year, a very large gain over 3 years and 183.6% over 5 years. This naturally raises questions about where value and risk now sit. Recent coverage of Toll Brothers has focused on how homebuilders...
NYSE:ITT
NYSE:ITTMachinery

How ITT's 2026 Guidance and SPX FLOW Deal Will Impact ITT (ITT) Investors

ITT Inc. is in focus as it prepares to report its fourth-quarter and full-year 2025 results and outline formal 2026 guidance, following a series of acquisitions including a planned purchase of SPX FLOW and capacity expansion in Saudi Arabia. The combination of upcoming guidance and recent deal-making is sharpening investor attention on how ITT intends to position itself within diversified industrial operations for 2026. We will now examine how the forthcoming 2026 guidance and acquisition...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Teva Canada Mayzent Deal Supports Neuroscience Focus And Valuation Debate

Teva Canada entered an exclusive commercialization and supply agreement with Novartis Canada for Mayzent® for Canadian patients. The partnership focuses on continued access to Mayzent® for people living with secondary progressive multiple sclerosis in Canada. The arrangement relies on Teva Canada's national commercial network and central nervous system expertise to support ongoing supply. For investors following Teva Pharmaceutical Industries (NYSE:TEVA), this move expands the company’s...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Group (ZG) Valuation Check After Extended Period Of Weak Share Performance

Zillow Group (ZG) has recently caught investor attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. See our latest analysis for Zillow Group. That weak recent patch, including a 1 day share price decline of 4.94% and a 1 year total shareholder return decline of 28.12%, contrasts with a 3 year total shareholder return of 29.10%. This suggests momentum has faded after earlier gains. If...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Taps AI Data Center Power Demand With 2 GW Alliance

Caterpillar has entered an alliance with American Intelligence & Power Corporation and Boyd CAT to supply 2 GW of natural gas generator sets and battery energy storage. The equipment will support a large scale AI data center power project, focused on high reliability and behind the meter energy generation. The agreement includes advanced emissions controls and a framework for phased expansion and equipment optimization over time. Caterpillar, traded as NYSE:CAT, is tying its heavy equipment...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Ulta Beauty Opens First UAE Store As Gulf Growth Test Case

Ulta Beauty (NasdaqGS:ULTA) has opened its first store in the United Arab Emirates at Mall of the Emirates. The launch is part of a wider entrance into the Gulf region, with additional stores planned in Dubai and Jeddah. Regional celebrations, partnerships with local beauty entrepreneurs, and exclusive product offerings accompanied the opening. For investors watching global retail, this move takes Ulta Beauty’s off-mall, specialty beauty format into a new region that is already familiar...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 Security Breach Lawsuits Put Valuation And Momentum Under Review

F5 (NasdaqGS:FFIV) disclosed a high profile security breach involving alleged nation state actors. Following the disclosure, multiple law firms have announced or initiated class action lawsuits and investor investigations. The actions focus on allegations that F5 made misleading statements about its security posture and risk disclosures. F5, trading at $274.63, sits at the center of a material security and legal event that now extends beyond technical concerns into corporate accountability...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

Assessing National Energy Services Reunited (NasdaqCM:NESR) Valuation After Major Saudi Unconventional Fracturing Contract News

Event driven interest in National Energy Services Reunited National Energy Services Reunited (NESR) has drawn fresh attention after announcing a large unconventional fracturing contract at the Saudi US Investment Forum, along with expanding partnerships and supportive analyst coverage in the Middle East and North Africa. See our latest analysis for National Energy Services Reunited. Those contract wins and partnerships come on top of a sharp recent move in the shares, with a 30-day share...
NYSE:BDX
NYSE:BDXMedical Equipment

Becton Dickinson Reshapes Portfolio With Spin Off AI And Sustainability Focus

Becton Dickinson (NYSE:BDX) plans to spin off its Biosciences & Diagnostic Solutions business and merge it with Waters Corporation through a Reverse Morris Trust structure. The transaction is designed to separate BD's research tools and diagnostics operations from its core medical technology portfolio. Alongside the deal, BD is introducing AI driven platforms such as BD Research Cloud 7.0 to support advanced scientific research. The company is also rolling out sustainability programs that...