U.S. Communications Stock News

In December 2025, Enovix highlighted the expansion of its Fab 2 facility in Malaysia to four production lines targeting up to 10 million units annually, alongside Board approval of a US$60 million 2025 share buyback and broad smartphone OEM sampling activity for its batteries. Beyond the immediate operational update, the combination of high-volume capacity build-out, interest from seven of the top eight smartphone OEMs, and an authorized buyback suggests management is aligning manufacturing...

Earlier this week, Zoetis completed a US$1.75 billion Rule 144A offering of 0.25% senior unsecured convertible notes due June 15, 2029, primarily to fund share repurchases and capped call transactions, following a 6% first-quarter 2026 dividend increase and recent product progress in feline osteoarthritis pain management. This combination of low-cost convertible financing, incremental cash returns to shareholders, and portfolio expansion in long-acting biologics for cats adds fresh context...

Comfort Systems USA (FIX) is stepping into the S&P 500, and that index move is only part of the story; the stock sits at the crossroads of data center build outs and a record project backlog. See our latest analysis for Comfort Systems USA. That momentum is already visible in the tape, with the latest share price at $918.54, a 1 day share price return of 3.93 percent helping offset a choppy 7 day pullback. A 90 day share price return of 15.15 percent and a five year total shareholder return...

Applied Materials (AMAT) has moved back into the spotlight after a run of upbeat analyst calls tied to the accelerating AI chip buildout, Micron’s bullish forecast, and the company’s record annual revenue performance. See our latest analysis for Applied Materials. Despite the latest pullback, with a 1 day share price return of minus 4.08 percent and a 7 day share price return of minus 9.77 percent, Applied Materials is still riding strong AI infrastructure momentum. This is reflected in a 90...

Las Vegas Sands (LVS) has quietly pushed higher this month, with shares up about 3% over the past 30 days and roughly 24% in the past 3 months, inviting a closer look. See our latest analysis for Las Vegas Sands. That recent climb builds on a strong trend, with the share price now at $66.96 and a solid year to date share price return alongside healthy multi year total shareholder returns, suggesting momentum is still building as investors reassess growth and risk. If Las Vegas Sands has you...

Flagstar Bank National Association (FLG) just doubled down on its private banking ambitions by rolling out new wealth planning units and a regional operating model that tie directly into its recent share price momentum. See our latest analysis for Flagstar Bank National Association. Those wealth build outs seem to be resonating with investors, with a roughly 25 percent 1 month share price return and about 46 percent year to date, even though the 3 year total shareholder return is still deeply...

Darden Restaurants (DRI) opened Q2 2026 with revenue of about $3.1 billion and basic EPS of $2.05, setting a clear snapshot of where the restaurant group stands heading into the back half of its fiscal year. The company has seen quarterly revenue move from $2.89 billion in Q2 2025 to $3.1 billion in Q2 2026, alongside EPS stepping up from $1.84 to $2.05. Trailing twelve month revenue reached roughly $12.6 billion with EPS of $9.63, giving investors a solid read on how scale and profitability...

Janus Henderson Group (JHG) has quietly outperformed over the past year, and with the stock up about 7% in the past month, investors are starting to revisit its long term earnings and dividend story. See our latest analysis for Janus Henderson Group. That recent 7.0% 1 month share price return sits on top of a steady climb, with a 1 year total shareholder return of about 13% and a striking 3 year total shareholder return above 100%. This suggests positive momentum rather than a fading story...

Perrigo (PRGO) is back in the spotlight after multiple law firms launched securities class actions tied to its Nestlé infant formula acquisition, putting fresh pressure on a stock already down sharply over the past year. See our latest analysis for Perrigo. The legal overhang has amplified existing concerns, with the 90 day share price return of minus 37.32 percent and a 1 year total shareholder return of minus 45.28 percent underscoring that momentum is firmly fading rather than...

Fresh bullish research on monday.com (MNDY) is colliding with a weak share price, as analysts spotlight its AI native Work OS, accelerating cash generation, and new share repurchase program as key long term drivers. See our latest analysis for monday.com. That upbeat story sits against a tougher tape, with the stock’s 90 day share price return of minus 33.61 percent and 1 year total shareholder return of minus 35.25 percent, showing momentum has clearly faded after a solid 27.73 percent three...

In December 2025, DigitalOcean announced a multi-year, eight-figure-per-year partnership with Persistent Systems, under which Persistent chose DigitalOcean as the exclusive cloud and AI infrastructure provider for its SASVA™ platform, powered by DigitalOcean’s Gradient AI Agentic Cloud and GPU offerings. The collaboration is designed to cut AI infrastructure and operational costs by over 50% for clients while using Persistent’s engineering expertise and SASVA to enhance DigitalOcean’s...

Assessing C3.ai stock after a difficult year C3.ai (AI) has quietly slipped to around 14 dollars after a rough year for shareholders, with the stock down about 60% year to date and over 60% in the past year. See our latest analysis for C3.ai. The latest close at 13.82 dollars caps a tough stretch, with a steep year to date share price return and a similarly weak one year total shareholder return, even though the three year total shareholder return is still positive. This suggests earlier...

How Has AT&T Stock Actually Performed? Once you get past the dividend headline, AT&T's share price performance paints a more nuanced picture than many investors expect. While it has lagged some high growth tech names, the long term numbers still matter for anyone weighing income against capital appreciation. Over the last year, the stock is up 12.3%, which is a solid positive turn for a mature telecom name. Year to date returns sit at 6.3%, suggesting that, despite recent volatility, the...

Vertiv Holdings Co (VRT) just added another proof point to its AI data center story, closing the PurgeRite acquisition, deepening a high profile Hut 8 and Jacobs collaboration, and backing it with a higher dividend. See our latest analysis for Vertiv Holdings Co. Despite a sharp 7 day share price return of negative 13.6 percent and a softer 30 day share price return of negative 6.4 percent, Vertiv still has a robust year to date share price return of about 30 percent and a 3 year total...

Recent commentary on Crown Holdings (CCK) has focused on two years of weak constant currency revenue growth, putting a spotlight on demand headwinds, pricing power, and how durable its packaging franchise really is. See our latest analysis for Crown Holdings. Even with those demand headwinds, investors have bid Crown’s shares up to about $102.53. A robust year to date share price return of 26.25 percent suggests momentum is quietly rebuilding despite only modest growth expectations. If you...

ACI Worldwide (ACIW) just landed two fresh deal wins, with BanKo in the Philippines upgrading its core payments infrastructure and LLP Exotic Auto Finance adopting ACI Speedpay to streamline luxury auto finance payments and digital wallet experiences. See our latest analysis for ACI Worldwide. These wins come as ACI Worldwide’s share price sits around $48.20, with recent strength reflected in a positive 1 month and 1 week share price return. Its year to date performance remains weaker, while...

Appian (APPN) has been grinding sideways after a mixed stretch, with gains over the past 3 months but a slide this month. That uneven path sets up an interesting risk reward profile. See our latest analysis for Appian. Zooming out, Appian’s roughly 11 percent year to date share price return, alongside a softer recent pullback, suggests momentum has cooled a bit after a stronger 90 day run. Multi year total shareholder returns remain mixed. If this kind of choppy software story has your...

In December 2025, Agility Robotics announced a commercial agreement to deploy its Digit humanoid robots in MercadoLibre’s San Antonio, Texas facility, initially handling commerce-fulfillment tasks while the companies explore broader applications across Latin American warehouses to improve safety and productivity. The partnership highlights how AI-powered humanoid robots could help MercadoLibre address hard-to-fill, repetitive logistics roles, potentially easing labor constraints while...

An unusual mix of headlines has suddenly put EOG Resources (EOG) back on many watchlists, with an Ohio well pad explosion, fresh board and financing moves, and 2026 growth plans all converging. See our latest analysis for EOG Resources. The Ohio incident, bigger credit facility, and fresh board appointment are all landing while EOG’s share price has slid to recent lows, with a roughly 18 percent year to date share price decline but a five year total shareholder return still strongly positive...

Earlier this week, Jefferies analyst Jonathan Petersen reaffirmed his positive rating on Welltower, citing its expanding senior housing footprint and strong recent revenue growth driven by residential fees, services, and rental income. The analyst’s track record and the backdrop of a growing senior housing market have focused attention on how Welltower might benefit from aging baby boomers and rising demand for wellness-focused real estate. Next, we’ll explore how this renewed analyst...

Science Applications International (SAIC) just named Ravi Dankanikote as Chief Growth Officer, a move that puts its expansion strategy front and center for investors watching how the GovCon specialist plans its next leg of growth. See our latest analysis for Science Applications International. The timing of Dankanikote’s return comes as SAIC’s share price has climbed 15.47% over the last month, even though its year to date share price return is still negative and the 1 year total shareholder...

If you are wondering whether Molina Healthcare is quietly turning into a value opportunity after a rough stretch, this breakdown will help you decide if the stock now offers more upside than its recent history suggests. The share price has bounced about 15.3% over the last month, although it is still down sharply at around 44.5% over the past year and more than 50% over three years. That combination often signals shifting expectations around risk and recovery potential. That recent move has...

A. O. Smith (AOS) has quietly climbed about 8% over the past month even as the broader industrials space has wobbled, prompting investors to revisit whether this water heating specialist still offers value. See our latest analysis for A. O. Smith. That recent 1 month share price return of roughly 7.5% looks more like a bounce within a choppy year, where a modest year to date share price gain and solid three and five year total shareholder returns suggest steady, not explosive, momentum. If...

Chipotle Mexican Grill recently launched its first-ever High Protein Menu across the U.S. and Canada, adding items like Double High Protein Bowls and low-priced High Protein Cups designed to capture growing demand for protein-focused, “clean label” fast-casual meals. This move highlights how Chipotle is using menu innovation and new lower-ticket options to respond to softer traffic trends and more price-conscious consumers. Now, we’ll explore how Chipotle’s new high-protein lineup could...