U.S. Communications Stock News

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...

Q2 earnings shift the story for Lumentum Holdings (LITE) Lumentum Holdings (LITE) just delivered a Q2 earnings report that turned prior losses into profit, paired with fresh revenue guidance for the next quarter that keeps investor attention firmly on the stock. See our latest analysis for Lumentum Holdings. The recent earnings swing back to profit has arrived alongside strong price momentum, with a 90 day share price return of 86.94% and a very large 1 year total shareholder return that is...

Stewart Information Services recently drew investor attention ahead of its February 4, 2026 Q4 earnings release, amid upbeat analyst coverage and company updates including the launch of PropStream’s new educational media series and leadership changes at its data services subsidiary. PropStream Pros, now streaming across major platforms, underlines Stewart’s push to deepen engagement with real estate professionals through practical, real-world content rather than purely transactional...

If you are wondering whether KKR's current share price offers good value or just reflects past enthusiasm, you are not alone. The stock trades at US$103.28 after an 11% decline over the last 7 days, a 19.9% decline over the last 30 days, and a 30.4% decline over the last year. However, the 3 year and 5 year returns of 79.3% and 131.8% still stand out. Recent news flow around KKR has focused on its role as a large alternative asset manager, its activity across private markets, and its...

Martin Kropelnicki, Chairman and CEO of California Water Service Group (NYSE:CWT), has joined the CalCEO Council. The council brings together leading California CEOs to discuss and advise on statewide economic policy and business practices. This appointment connects California Water Service Group more directly with policy conversations that can influence the operating environment for regulated utilities in the state. California Water Service Group is a regulated water utility, so its...

Amdocs recently reported fiscal first-quarter 2026 results with revenue of US$1,155.94 million and net income of US$157.57 million, alongside a higher quarterly dividend and a planned CEO transition from Shuky Sheffer to Shimie Hortig effective March 31, 2026. At the same time, Amdocs advanced its generative AI push with the launch of its aOS telecom operating system, completed the MATRIXX Software acquisition, and expanded relationships with T-Mobile, Vodafone Germany, and VIDAA to broaden...

Earnings report in focus Cummins (CMI) is back in the spotlight as investors watch Thursday morning’s earnings report, with market attention on the expected 4% year-on-year revenue decline and on whether the company outperforms forecasts again. See our latest analysis for Cummins. The upcoming earnings release comes after a strong run in the shares, with a 30 day share price return of 15.45% and a 90 day share price return of 37.23%. The 1 year total shareholder return of 69.12% and 3 year...

C.H. Robinson Worldwide (NasdaqGS:CHRW) is highlighting the use of artificial intelligence to improve operational efficiency and volume handling in a soft freight market. The company reports improved profitability in its North American Surface Transportation segment, linking part of that outcome to AI driven process automation and decision support. Executives emphasize that AI tools are helping match loads and capacity more efficiently while freight volumes and pricing remain under...

If you are wondering whether Varonis Systems at around US$26.53 is starting to look interesting on price, you are not alone. The stock has been under pressure recently, with a 22.4% decline over the last 7 days, 17.2% over the past month and 43.4% over the past year, and it is 60.5% lower over 5 years. This may be changing how investors think about its potential and its risks. Recent coverage around Varonis has focused on its position in data security software and how the company is...

Willis Towers Watson (WTW) closed the third quarter of FY 2025 with revenue of US$2,288 million and basic EPS of US$3.10 on net income of US$304 million, capping a trailing twelve month period that totaled US$9.8 billion in revenue and EPS of US$21.37. Over the past three quarters of FY 2025, the company has seen revenue move from US$2,223 million in Q1 to US$2,288 million in Q3, while quarterly EPS ranged from US$2.35 to US$3.34. This sets the scene for investors to focus on how much of this...