U.S. Communications Stock News

Norwegian Cruise Line Holdings (NCLH) is back on radar after record launch day bookings for Oceania Sonata and the unveiling of the upcoming Norwegian Aura, events that quickly contributed to a sharp share price move. See our latest analysis for Norwegian Cruise Line Holdings. The latest booking records and new-ship announcements sit against a mixed share price backdrop, with a 90 day share price return of 20.96% but a 1 year total shareholder return decline of 19.29%, suggesting momentum has...

Recent analyst rating changes around Prologis (PLD), including a downgrade alongside a separate price target increase, have put fresh attention on the company’s logistics portfolio, earnings outlook and perceived premium valuation. See our latest analysis for Prologis. Those mixed ratings and the fresh 2026 earnings guidance have come as Prologis’s share price has moved to US$131.88, with a 90 day share price return of 6.51% and a 1 year total shareholder return of 15.44%. This suggests that...

If you are wondering whether Quanta Services at around US$488.60 is still a sensible entry or hold after a strong run, the key question is what you are actually paying for today. The stock has posted returns of 1.9% over the last 7 days, 11.1% over the last month, 11.1% year to date and 63.1% over the past year, with a very large 5-year gain that is more than 5x the starting point. This naturally raises questions about how much future upside is already priced in and how risk has...

In January 2026, Brinker International reported higher second-quarter and six-month sales and earnings, with net income reaching US$128.5 million for the quarter and US$228 million for the half-year, alongside stronger earnings per share from continuing operations versus the prior year. The company also raised its full-year 2026 revenue and non-GAAP earnings guidance and continued its long-running share repurchase program, having bought back over US$4.66 billions worth of stock since 1998,...

Amgen (NasdaqGS:AMGN) has ended its collaboration with Kyowa Kirin on the eczema drug rocatinlimab. Rights to develop and commercialize rocatinlimab have been returned to Kyowa Kirin. The exit is tied to Amgen’s internal portfolio prioritization decisions. For you as an investor, this move sits at the intersection of biotech R&D risk and portfolio concentration. Amgen is a large biopharmaceutical company with exposure to areas such as inflammation, oncology, and cardiovascular disease, and...

If you are wondering whether Ralph Lauren at around US$354 is still good value or if most of the opportunity is already priced in, this article breaks down what the numbers are really saying about the stock. The share price has declined 1% over the last 7 days and 2.3% over the last 30 days. However, the 1 year return is 45.2% and the 3 year return is approximately 3x. These moves come as Ralph Lauren continues to attract attention in investor coverage and market commentary, which often...

Waste Management, Inc. reported past fourth-quarter 2025 results with sales rising to US$6,313 million and net income to US$742 million, alongside full-year 2025 sales of US$25.20 billion and essentially flat earnings per share versus the prior year. The company also issued 2026 revenue guidance of US$26.43 billion–US$26.63 billion, giving investors a clearer view of its expected growth path and operating scale. Next, we will examine how Waste Management’s higher fourth-quarter earnings and...

D-Wave Quantum (NYSE:QBTS) has acquired Quantum Circuits Inc., creating what it describes as the only dual-platform quantum computing company offering both annealing and gate-model systems. The company reports progress on its technology roadmap, including hybrid solving capabilities and machine learning integration across its platforms. D-Wave highlights new industry and U.S. defense collaborations, including work on missile defense optimization and multi-million dollar commercial and...

If you are wondering whether Mondelez International at around US$59.47 offers good value right now, or if the easy gains are already behind it, this article aims to help you unpack that question. The stock has returned 0.8% over the past week, 10.8% over the last 30 days, 10.8% year to date and 9.3% over the past year, with a 3-year return of a 0.9% decline and a 5-year return of 21.5%. Recent coverage has focused on Mondelez as a large global snacks group, with investors paying close...

AT&T (NYSE:T) is acquiring Lumen Technologies’ Mass Markets fiber business, expanding its fiber footprint in key U.S. markets. The deal is intended to support wider fiber broadband and 5G coverage for consumers across major metro areas. Separately, AT&T is partnering on connected healthcare solutions that use its wireless network to power fall detection wearables for older adults. AT&T is making these moves while its shares trade at $26.83, with the stock up 16.7% over the past week and...

Humana (NYSE:HUM) has launched an AI powered "Agent Assist" tool built with Google Cloud to support its member service teams. The company also announced a new collaboration with Carda Health to offer virtual cardiac rehabilitation for eligible members at home. Both initiatives align with Humana's broader digital transformation efforts and its focus on home based care models. Humana, a major U.S. health insurer with a strong focus on Medicare Advantage and value based care, is leaning...

Citi’s new buy rating on VeriSign (VRSN), alongside JPMorgan’s recent commentary, has renewed attention on the company’s .com domain franchise, where management reports 3% annual growth in the .com domain base. See our latest analysis for VeriSign. Despite the fresh attention from Citi and JPMorgan, VeriSign’s share price has been relatively steady over the past year, with a 1-year total shareholder return of 12.45% and a 5-year total shareholder return of 22.67%. This suggests that momentum...

If you are trying to work out whether Viking Therapeutics' share price makes sense right now, starting with a clear view on valuation can help you decide how it fits into your portfolio. The stock has seen sharp swings, with a 6.3% decline over the last 7 days, a 17.0% decline over 30 days, and a 9.1% decline over 1 year, even though the 3 year and 5 year returns are very large compared to the starting point. Recent attention on Viking Therapeutics has centered on its position in the...

DoorDash (NasdaqGS:DASH) is expanding retail and grocery delivery through new partnerships with chains such as Hibbett and Binny’s Beverage Depot. The company has rolled out SNAP/EBT payment support at more than 50,000 participating stores across its marketplace. DoorDash is adding more retail and grocery options to DashPass, widening selection for members beyond restaurant delivery. For investors, this move pushes DoorDash further beyond its original restaurant delivery focus into a...

Why PVH’s new AI collaboration matters for shareholders PVH (PVH) has launched a collaboration with OpenAI to embed custom AI tools into product design, demand planning, inventory management, marketing, and retail operations across Calvin Klein and Tommy Hilfiger. For you as an investor, the key question is whether this shift toward more data driven, AI supported decision making could affect PVH’s efficiency, cost structure, and ability to respond to consumer demand over time. See our latest...

In late January 2026, Intel reported a quarterly and full‑year loss, filed an omnibus shelf registration for debt and equity securities, and issued guidance for a loss-making first quarter of 2026. At the same time, speculation about Apple potentially using Intel’s foundry, insider share purchases by Intel’s CFO, and a new AI memory collaboration with SoftBank’s Saimemory highlighted renewed external interest in Intel’s manufacturing and AI infrastructure ambitions. We’ll now examine how...

In recent months, Freshworks has advanced its efficiency program, completing about 70% of planned initiatives and redirecting freed-up cash toward enhancing its service offerings. This shift, led by CEO Dominik Richter under the ReFresh strategy, aims to widen the company’s value-to-price ratio by using cost discipline to fund product innovation that can support stronger customer retention and lifetime value. Next, we will examine how Freshworks’ ReFresh efficiency and reinvestment push...

Dominion Energy (D) is in focus after revising the budget and timeline for its Coastal Virginia Offshore Wind project. The project is now estimated at US$11.5b, with full completion targeted for early 2027. See our latest analysis for Dominion Energy. Those offshore wind revisions come as Dominion Energy’s recent news flow has also included a fresh quarterly dividend declaration and a new environmental stewardship agreement along the W&OD Park. The 1-year total shareholder return of 19.27%...

If you are wondering whether H&R Block shares are priced attractively right now, the key question is whether the current market price lines up with the company’s underlying fundamentals. The stock recently closed at US$37.20, after a 5.3% decline over the last week, a 12.7% decline over the past month, and a 29.5% decline over the last year, even though the 5 year return sits at 127.9%. Recent coverage has focused on H&R Block’s position as a long established tax preparation brand and how...

If you have ever looked at Kroger and wondered whether the current share price really lines up with the value of the business, this breakdown is for you. Kroger's share price last closed at US$64.17, with returns of 3.3% over the past week, 1.9% over the last month, 1.9% year to date and 2.3% over the past year, while the 3 year and 5 year returns sit at 54.3% and 112.5%. Recent coverage around Kroger has focused on its position as a major US grocer and how it fits into consumer spending...

Integral Ad Science Holding Corp. recently added Bob Lord, president of Horizon Media Holdings, and Krishan Bhatia, former head of Amazon’s global video advertising business, to its Board of Directors, effective January 28, 2026. The appointments bring deep experience in data-driven media, streaming TV advertising, and advanced ad technology, potentially influencing how IAS shapes its product roadmap and industry partnerships. We’ll now examine how adding leaders with extensive digital...

Woodward (WWD) has opened its 2026 financial year with Q1 revenue of US$996.5 million and basic EPS of US$2.23, alongside trailing twelve month revenue of US$3.8 billion and EPS of US$8.18 that tie into reported earnings growth of 32.1% over the past year. The company has seen revenue move from US$772.7 million and EPS of US$1.47 in Q1 2025 to US$996.5 million and EPS of US$2.23 in Q1 2026, while trailing net margin has shifted from 11.2% to 12.9%, setting up a results season in which...

Carlisle Companies Incorporated recently issued 2026 earnings guidance, saying it expects consolidated revenues to grow at a low-single-digit percentage year over year, and its board affirmed a US$1.10 per share dividend payable on March 2, 2026. The timing of this modest growth outlook, coming just before an earnings release that follows earlier estimate-beating results, offers investors a clearer view of management’s confidence and priorities. We’ll now look at how Carlisle’s...

RTX's Raytheon business was selected by DARPA to work on advanced maritime sensing and targeting technology to protect commercial shipping and naval vessels. RTX signed memoranda of understanding with partners in Singapore covering aerospace collaboration and support. The company also entered long term maintenance and support agreements with several major Asian airlines, expanding its service presence in the region. For investors watching NYSE:RTX, these defense and aerospace updates come...