U.S. Communications Stock News

In recent days, FormFactor, a semiconductor testing company, saw renewed investor interest after lower-than-expected November inflation data and upbeat Micron earnings improved sentiment toward AI-related chipmakers. At the same time, SEC filings revealed that CEO Mike Slessor has consistently sold shares over the past year without any insider purchases, adding an extra layer for investors to weigh alongside the macro- and AI-driven optimism. We’ll now explore how easing inflation and...

In December 2025, Evercore Inc. received an Arranging License from Saudi Arabia’s Capital Markets Authority and opened a Riyadh office led by Mohammed Aldekmary, extending its independent advisory coverage in the Kingdom and building on its existing Middle East presence established with its Dubai office in 2017. This move materially deepens Evercore’s access to Saudi Arabia’s evolving capital markets, potentially strengthening its cross-border advisory capabilities across the wider Middle...

On December 12, 2025, National Fuel Gas Company entered into a private common stock subscription agreement with accredited investors to issue 4,402,513 shares at US$79.50 each, raising roughly US$350.00 million, with closing subject to conditions and expected on December 17, 2025. The unregistered offering under Section 4(a)(2) and Rule 506 of Regulation D signals an emphasis on raising substantial equity capital from institutional-style investors, with implications for ownership mix and...

Ryan Specialty Holdings (RYAN) is back in focus after CEO Timothy Turner sold a sizable block of shares, just as a long time board member prepares to step down following Onex’s full exit. See our latest analysis for Ryan Specialty Holdings. Those leadership changes are landing against a softer patch for the stock, with a 1 month share price return of minus 7.75 percent and year to date share price return of minus 15.58 percent, even though the 3 year total shareholder return of 32.9 percent...

On December 10, 2025, Veeva Systems’ board appointed long-time finance executive Vipin Kondath as principal accounting officer, formalizing his leadership over the company’s accounting function without changing his existing compensation terms or standard indemnification protections. This promotion, building on Kondath’s years overseeing revenue accounting and serving as corporate controller, highlights Veeva’s emphasis on continuity and experienced oversight in its financial reporting as it...

DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after wage and profit‑sharing talks failed. While the company has put contingency plans in place to limit disruption, management has cautioned that reduced throughput could still weigh on operational performance until a resolution is reached. We’ll now examine how the wage and profit‑sharing dispute,...

Chagee Holdings (NasdaqGS:CHA) has caught investor attention after releasing its first Sustainability Report alongside an aggressive Asia Pacific expansion. This has raised fresh questions about how its ESG credentials align with recent share price weakness. See our latest analysis for Chagee Holdings. Those ESG and expansion headlines are landing against a tough backdrop, with the share price sitting at $12.45 and a year to date share price return of around negative 62 percent. This suggests...

Earlier this month, WeShop Holdings Limited expanded its retail network by adding DICK'S Sporting Goods, GNC, Gilt, and JTV Jewelry to its platform, allowing U.S. and UK shoppers to earn Shareback™ rewards that may convert into WeShop ownership. A separate update saw DICK'S Sporting Goods post very large year-on-year revenue growth but issue full-year guidance that fell short of analyst expectations, highlighting a tension between recent sales momentum and a more cautious outlook. Next,...

Earlier in December 2025, Albemarle Corporation saw Board member Dean L. Seavers resign and expanded its specialty chemicals footprint by securing cesium concentrate offtake rights at the Case Lake project through a prepayment agreement with Power Metals of up to C$5 million. These moves, alongside Albemarle’s core focus on lithium and specialty chemicals, highlight how the company is adjusting both governance and supply access amid industry volatility. With analyst optimism building around...

Earlier this month, SharkNinja, Inc. released survey results highlighting widespread household tension over temperature preferences and launched the Shark TurboBlade Cool + Heat 2‑in‑1 Customizable Fan + Heater, a bladeless fan and heater priced at US$249.99 and available in Charcoal and Dove on SharkNinja.com. The product builds directly on the viral traction of the original TurboBlade Fan, using strong social media engagement and data on “thermostat conflicts” to position a higher‑priced,...

Norfolk Southern (NSC) has quietly outpaced many peers this year, with the stock up about 24% year to date, even after slipping slightly over the past week. See our latest analysis for Norfolk Southern. That 24.2% year to date share price return, alongside a 27.1% total shareholder return over the past year, suggests momentum is still broadly intact as investors reassess rail demand, efficiency gains, and operational risk following recent network and safety initiatives. If Norfolk Southern’s...

Progyny, Inc. disclosed that its President, Michael Sturmer, will leave the company effective December 31, 2025, receiving severance under his existing 2021 employment agreement. The company will not appoint a new President, instead relying on its recently expanded C-suite, covering commercial, technology, operations and product leadership, to absorb those responsibilities. We’ll now explore how the decision to forgo a direct successor to the President role may influence Progyny’s investment...

In December 2025, Saxena White P.A. filed a securities fraud class action in the Southern District of New York against Integer Holdings and several executives, alleging misleading statements about its electrophysiology device business and growth prospects between July 2024 and October 2025. The lawsuit directly challenges Integer’s prior claims about the strength and visibility of demand in its electrophysiology portfolio, raising questions about how central this segment really is to the...

In recent months, LyondellBasell Industries has reported weaker quarterly results, with double-digit year-over-year declines across all five operating segments and sizable impairment charges, prompting concerns about rising leverage and the resilience of its high dividend yield. At the same time, a series of cautious analyst updates has shifted sentiment, as major firms reassess LyondellBasell’s risk profile in light of pressure on earnings quality and balance sheet strength. Next, we’ll...

SEI Investments Company recently declared a US$0.52 per-share cash dividend, payable on January 12, 2026, to shareholders of record on December 29, 2025. At the same time, founder Alfred P. West, Jr. resigned as Executive Chairman and director after more than 50 years, with independent director Carl A. Guarino set to become Chairman and West moving into a lifelong Chairman Emeritus role, marking a major governance shift for the firm. We’ll now examine how Alfred P. West Jr.’s transition to...

Recent endorsements from Jim Cramer and Ariel Investments have put M&T Bank (MTB) back in the spotlight, prompting investors to revisit the stock’s valuation, regional strength, and evolving risk profile. See our latest analysis for M&T Bank. Those bullish comments are landing just as momentum is quietly improving, with a roughly 9 percent 1 month share price return and an almost 12 percent 1 year total shareholder return suggesting confidence is rebuilding around M&T’s earnings power and...

Coeur Mining has reported past results from its largest exploration program at the Palmarejo gold-silver complex since 2012, revealing extensions of multiple deposits and a new Camuchín discovery across a largely unexplored 300 km² land package in Mexico. The confirmation of high-grade mineralization and open-ended trends at Hidalgo, Independencia Sur, San Miguel, La Unión, and Camuchín suggests substantial scope for future resource additions and potential mine life extension outside the...

FactSet Research Systems (FDS) has suddenly jumped back onto investors radar after a busy December that combined stronger than expected quarterly results, a major AI data launch, and a sharply larger buyback. See our latest analysis for FactSet Research Systems. Those catalysts have finally given the stock some positive momentum in the short term, with a recent 1 day share price return of 5.5%. However, that sits against a much weaker backdrop, including a roughly 39.6% 1 year total...

Earlier this month, Raymond James reiterated its Strong Buy rating on diagnostic imaging provider RadNet, signaling continued confidence in the company despite recent scrutiny of its AI segment and accounting practices. This endorsement arrived shortly after a short-seller report questioned RadNet’s AI-driven growth and insider selling, putting the company’s digital health narrative under closer investor review. We’ll now examine how Raymond James’ reaffirmed confidence, despite the...

Earlier this week, Fortrea Holdings, a global clinical research organization, saw its shares move higher after a Mizuho analyst reiterated a neutral rating while updating expectations for the company’s potential value. The reaction highlights how shifts in analyst views can quickly influence sentiment around Fortrea’s post–spin-off trajectory, even without new financial results or guidance. We’ll now explore how this refreshed analyst stance aligns with Fortrea’s existing investment...

Packaging Corporation of America (PKG) has quietly slipped about 10 % this year, even after a modest rebound over the past month. This sets up an interesting moment to reassess the stock. See our latest analysis for Packaging Corporation of America. That near 10 % year to date share price decline, despite a positive 30 day share price return and a strong three year total shareholder return above 70 %, suggests sentiment has cooled lately even as the longer term compounding story remains...

Performance Food Group (PFGC) just laid out a long planned leadership handoff, with COO Scott McPherson set to become CEO while veteran chief George Holm shifts to Executive Chair in early 2026. See our latest analysis for Performance Food Group. The leadership update comes after a more volatile period for the shares, with a recent double digit 3 month share price decline tempering an otherwise strong multiyear total shareholder return record. This suggests that longer term momentum may still...

In December 2025, Alpha Metallurgical Resources issued 2026 guidance to ship 14.4–15.4 million metallurgical tons plus 0.7–1.1 million incidental thermal tons, while director Kenneth S. Courtis bought tens of thousands of shares in open-market transactions totaling about US$6.7 million. Courtis’s unusually large and ongoing insider purchases, which lifted his stake above 800,000 shares, highlight internal confidence even as Alpha addresses operational challenges and refines its Kingston...

Silgan Holdings (SLGN) has been drifting after a weak year for the stock, even as earnings and revenue continue to inch higher. That gap between share performance and fundamentals is what catches my eye here. See our latest analysis for Silgan Holdings. Over the past year, Silgan’s share price return has been weak, with a year to date decline of about 20 percent and a 1 year total shareholder return of roughly minus 20 percent. However, the recent 1 month share price return has turned mildly...