U.S. Communications Stock News

Ambarella (AMBA) has drawn fresh attention after announcing a long term agreement with Hanwha Group to co develop and deploy edge AI systems on chip and software across several Hanwha industries. See our latest analysis for Ambarella. The Hanwha agreement and recent earnings update come after a mixed stretch for the stock, with a 31.71% 90 day share price return but only a 0.68% share price return year to date and a 42.34% total shareholder return over the past year. This hints that recent...

VICI Properties (NYSE:VICI) agreed to invest $1.5b in the One Beverly Hills development, expanding its exposure to high profile real estate. The company is working on a pending acquisition of a Canadian casino portfolio, which would extend its reach into a new country. VICI also entered into a new lease agreement for MGM Northfield Park, adjusting its relationship with an existing operating partner. VICI Properties, a large experiential real estate investment company focused on gaming,...

FAA milestone puts Archer Aviation’s certification path in focus Archer Aviation (ACHR) has completed Phase 3 of 4 in the FAA Type Certification process for its Midnight eVTOL aircraft, a key regulatory step that investors will be watching closely. See our latest analysis for Archer Aviation. The recent Phase 3 certification milestone comes as the stock has a 30 day share price return of 16.52%, yet is still down 15.87% year to date. The 1 year total shareholder return has fallen 29.70%,...

In May 2026, Exxon Mobil Corporation outlined plans to redomicile the company to Texas, aligning its legal home with its Spring, Texas headquarters, and called on shareholders to vote at a virtual annual meeting on May 27, 2026. At the same time, company leaders highlighted extremely low global oil inventories and heightened geopolitical risks, underscoring how Exxon's legal and operating decisions are unfolding against a backdrop of tighter energy supply. We’ll now examine how Exxon's Texas...

In recent commentary, Match Group CFO Steven Bailey said that past product and marketing changes at Tinder are improving user engagement and revenue trends, while Hinge’s international expansion keeps building momentum toward an expected US$1.00 billion in revenue by 2027. Management also highlighted continued investment in AI-driven product innovation, in-person events, and ongoing share repurchases aimed at lowering the company’s share count over time. Next, we’ll explore how Tinder’s...

Star Bulk Carriers (SBLK) is back in focus after releasing first quarter 2026 results, reporting revenue of US$281.15 million and net income of US$58.53 million, along with a declared quarterly dividend of US$0.50 per share. See our latest analysis for Star Bulk Carriers. Recent price action suggests building momentum, with a 1 day share price return of 3.52%, a year to date share price return of 45.64%, and a 1 year total shareholder return of 77.34%. This reflects how investors are reacting...

In late May 2026, Restaurant Brands International highlighted at Bernstein’s Strategic Decisions Conference how Burger King’s early Mandalorian kids meal launch and family-focused marketing have supported higher customer engagement and stronger same-store sales trends. The campaign’s nearly month-early tie-in with the Star Wars franchise underlines how timing and experiential marketing can reshape traffic patterns and repeat visits in quick-service dining. We’ll now consider how this early...

In late May 2026, Baker Hughes announced multi-year contract extensions with Equinor in the North Sea and Petrobras in Brazil’s Santos Basin, supplying integrated drilling, well services and advanced offshore technologies like Kantori, TRU-ARMS and AutoTrak to support offshore hydrocarbon development and production optimization. These extensions highlight how Baker Hughes is deepening its role as a long-term technology and services partner in key offshore basins, expanding its exposure to...

In late May 2026, Salesforce’s board declared a quarterly cash dividend of US$0.44 per share, payable on July 2, 2026 to shareholders of record on June 11, while also reporting first-quarter fiscal 2027 revenue of US$11.13 billion and net income of US$2.11 billion. At the same time, Salesforce expanded major AI-powered collaborations, including its largest Agentforce deal to date with CVS Health and new integrations with Cornerstone and Cint, underscoring the company’s push to make AI agents...

Recent performance snapshot GE Vernova (GEV) has drawn investor attention after a mixed stretch in the stock, with the price down about 2% over the past day and roughly 8% over the past week. Over the past month, the stock has fallen around 11%, while the past 3 months show a gain of about 13%. Year to date, the stock is up roughly 40%, and the 1 year total return is close to 96%. See our latest analysis for GE Vernova. For context, GE Vernova’s share price has cooled in the past month, down...

Lumentum Holdings recently expanded its AI-focused photonics footprint by ordering AIXTRON G10-AsP MOCVD systems, planning a new Greensboro manufacturing facility, and securing a very large Nvidia funding commitment to boost high-speed data center connectivity capacity. Together with rising AI infrastructure demand and capacity investments, these moves highlight how central Lumentum’s optical technologies have become to easing data center bottlenecks. Next, we’ll examine how Nvidia’s...

In early June 2026, GE HealthCare showcased an expanded nuclear medicine portfolio, featuring AI-enabled imaging workflows, PET and SPECT/CT systems, and radiopharmaceuticals such as Flyrcado, Vizamyl, DaTscan, and Cerianna to support more precise cardiology, neurology, and oncology care. A key theme was GE HealthCare’s Adaptive Theranostics model, which aims to link quantitative imaging, AI analytics, and connected workflows so clinicians can scale more personalized, data-driven treatment...

Home Depot (HD) stock is back in focus after two recent developments: a Texas Supreme Court ruling that limited the company’s liability for independent contractors, and a roofing acquisition by its SRS Distribution subsidiary. See our latest analysis for Home Depot. The recent court ruling and roofing acquisition come as Home Depot’s share price, at US$310.69, is down over the past quarter and year to date, while the 3 year and 5 year total shareholder returns remain positive. This suggests...

In the past few days, American Express Global Business Travel reported quarterly revenue growth of 35.3% year on year, modestly ahead of analyst expectations, but EBITDA fell short of forecasts. This mix of stronger sales momentum and weaker profitability offers fresh insight into how the company is balancing growth investments with cost control. Next, we’ll examine how this revenue beat but EBITDA miss shapes Global Business Travel Group’s investment narrative and outlook for returns. This...

Why Fermi (FRMI) is on investors’ radar now Fermi (FRMI), a US-based developer of private power campuses for AI customers, has drawn attention after recent share price swings, prompting closer scrutiny of its fundamentals and business model. See our latest analysis for Fermi. FRMI’s recent volatility is clear, with a 27.66% 30 day share price return but a year to date share price return that is down 25.17%. This suggests short term momentum after earlier weakness as investors reassess growth...

TKO Group Holdings stock snapshot after recent performance moves TKO Group Holdings (TKO) has drawn investor attention after a recent stretch of mixed returns, with the stock up 1.6% over the past day and 8.9% over the past week. That short-term strength sits alongside a 12.1% gain over the past month, while the stock is down 5.2% over the past 3 months and up 0.7% year to date, giving investors a varied performance profile to assess. See our latest analysis for TKO Group Holdings. The recent...

Why the Lumilens order matters for POET Technologies POET Technologies (NasdaqCM:POET) just secured a US$50 million order and warrant arrangement with Lumilens, its largest potential customer, alongside a reported US$825 million cash balance from recent capital raises. This combination of a sizeable customer commitment and a large cash position, together with plans to ramp wafer and assembly capacity for 2027 demand, sets the context for reassessing how the stock’s recent performance lines up...

PrognoCIS has launched PrognoPay, an embedded payment solution powered by Global Payments (GPN) that brings integrated billing and collections directly into its electronic health record platform for healthcare providers and patients. See our latest analysis for Global Payments. Global Payments' share price is US$75.46, with a 7 day share price return of 3.0% and a 30 day share price return of 4.28%. However, longer term total shareholder returns over 3 and 5 years have been negative,...

Powell Industries (POWL) has drawn attention after a strong run, with the stock showing large gains over the past year and over the past 3 months, prompting investors to reassess its recent performance. See our latest analysis for Powell Industries. The recent move to a US$288.12 share price comes on top of strong momentum, with a 90 day share price return of 69.11% and a very large 1 year total shareholder return that exceeds 4x. If Powell Industries has sharpened your focus on power grid...

Recently on CNBC’s “Mad Money,” Jim Cramer highlighted Swarmer, Inc. as one of three promising drone companies amid rising U.S. demand for inexpensive military drones. By underscoring Swarmer’s position as the first Ukrainian defense tech startup and a potential candidate for federal backing, the segment spotlighted its distinctive role in the evolving defense technology landscape. Next, we’ll examine how Cramer’s focus on Pentagon demand for low-cost drones may influence Swarmer’s broader...

Riot Platforms recently expanded its Corsicana, Texas data center campus with a planned US$400 million, two‑story facility aimed at AI and high‑performance computing, while its newly reported Data Center segment showed a 91% operating lease gross margin and profitable recurring revenue beyond Bitcoin mining in Q1 2026. These developments suggest Riot is evolving from a pure Bitcoin miner into a broader power‑backed infrastructure provider, potentially changing how investors assess the...

In May 2026, Equifax and identity technology firm GBG expanded their partnership into the U.S., integrating Equifax Identity and Fraud solutions into GBG’s adaptive identity platform, GBG Go, while Equifax also agreed to adopt GBG’s data verification capabilities in the U.S. and globally. Equifax UK also partnered with Poland’s main credit bureau, Biuro Informacji Kredytowej, to extend access to its identity verification and fraud prevention tools, highlighting the company’s push to embed...

Applied Optoelectronics recently announced it was selected as the primary vendor to support Mediacom’s DOCSIS 4.0 fiber and coaxial network upgrade, a multi‑year project targeting about one million homes by the end of 2026. This Mediacom win highlights Applied Optoelectronics’ growing role in supplying amplifiers and monitoring software that can enhance network capacity, signal quality, and operating efficiency for large cable operators. We’ll now examine how becoming Mediacom’s primary...

On May 20, 2026, Snap Inc. appointed Luke Wood, former President of Beats by Dr. Dre and Apple Vice President, to its board of directors, adding experience across consumer electronics, technology and entertainment to the company’s governance. Wood’s background leading brand, product and partnership initiatives at Beats, Apple and Fender may influence how Snap thinks about hardware, content and premium experiences across its platform. We’ll now examine how adding an ex-Apple and Beats leader...