U.S. Communications Stock News

In recent months, Arbor Realty Trust has become a flashpoint in the mortgage REIT space as CEO Ivan Kaufman and other insiders bought shares while the company executed stock repurchases, even as short-sellers cited concerns about US$569.10 million of non-performing loans and the resilience of its dividend. This standoff between insider confidence and bearish short interest turns the eventual outcome of Arbor’s large non-performing loan portfolio into a critical test of its risk management...

Nebius Group has recently completed US$4.00 billion of convertible note offerings and secured an AI infrastructure agreement with Meta Platforms worth up to US$27.00 billion, alongside a US$2.00 billion investment and technology partnership with NVIDIA. These deals collectively deepen Nebius’s role as an AI-first cloud provider at the center of hyperscalers’ GPU capacity needs, while locking in long-duration demand visibility across its expanding data center footprint. We’ll now examine how...

If you are wondering whether Vistra's current share price lines up with its underlying worth, you are not alone. This article focuses on exactly that question. After a very strong multi year run, the stock has recently pulled back, with a 7 day return of an 8.1% decline, a 30 day return of a 14.8% decline, and a year to date return of an 11.6% decline from a last close of US$146.02. That recent share price softness comes after a very large 3 year return and an even stronger 5 year return...

Recently, Conagra Brands reported mixed Q2 2026 earnings, and a cautious outlook from a sector peer added to investor uncertainty around the food group. This combination has sparked heightened attention on Conagra’s fundamentals, with increased bearish options activity signaling concern ahead of the next earnings update. Now, we’ll examine how this mixed earnings picture and rising caution among options traders might reshape Conagra Brands’ investment narrative. Invest in the nuclear...

In March 2026, Lyft announced it would integrate NVIDIA’s AI Enterprise tools and DRIVE Hyperion platform to upgrade its global rideshare machine learning, mapping, and future Level 4 autonomous fleet architecture across its operations, including the recently acquired Freenow network in Europe. This collaboration ties NVIDIA’s broad AI ecosystem directly into Lyft’s large-scale mobility data and multi-modal footprint, potentially reshaping how the company runs core marketplace, mapping, and...

Cellhub, a healthcare technology aggregator and Primary Agent for T-Mobile, recently announced a partnership with Extreme Networks to supply secure, high-performance wired, wireless, and cellular networking for its Hospitals Without Walls initiative, targeting highly regulated and high-density care settings. Separately, Extreme Networks becoming the first networking vendor with EPEAT-registered switches and access points adds an environmental compliance angle that may appeal to governments...

In March 2026, Adobe reported first-quarter revenue of US$6.40 billion and net income of US$1.89 billion, announced CEO Shantanu Narayen’s planned transition, expanded its Major League Baseball partnership, and deepened its AI collaboration with NVIDIA across Firefly, Acrobat, and 3D digital twin workflows. At the same time, Adobe is facing questions about its annual recurring revenue momentum, renewed AI competition from companies such as Google, and regulatory scrutiny over early...

In mid-March 2026, Pacvue announced a partnership with Reddit to integrate Reddit Ads into Pacvue’s Commerce Operating System, enabling enterprise brands and agencies to plan, activate, and optimize campaigns across Reddit’s 121 million daily visitors and 100,000-plus active communities within a unified workflow. This move connects Reddit’s community-driven, high-intent audiences with Pacvue’s AI-powered tools for cross-channel governance, automation, and creative intelligence, potentially...

Fastly (FSLY) is back in focus after renewing its collaboration with Dublin based data platform Bronto IO and launching new tools aimed at real time, cost conscious insights on complex log data. See our latest analysis for Fastly. The renewed Bronto IO partnership and focus on AI related security use cases arrive after a powerful run, with a 30 day share price return of 33.83% and a 1 year total shareholder return of 254.43%. This suggests strong momentum even after recent short term...

Recent commentary on Columbia Sportswear highlights that, despite earlier stock outperformance, the company continues to face weak constant-currency revenue growth, flat free cash flow projections, and declining return on invested capital, pointing to soft demand and limited profitable expansion opportunities as of March 22, 2026. This combination of muted growth, constrained cash generation, and lower returns suggests that Columbia Sportswear may have fewer levers to improve its underlying...

HP (HPQ) is on investors’ radar after recent trading left the share price around $18.27, with returns negative over the past month and past 3 months, and the 1 year total return also negative. See our latest analysis for HP. The recent 1 day share price return of a 1.14% decline and 7 day share price return of a 3.49% decline sit within a weaker pattern, with the 90 day share price return down 21.45% and the 1 year total shareholder return down 33.08%, suggesting momentum has been fading...

If you are looking at Cadence Design Systems and wondering whether the current share price lines up with the underlying value, the numbers offer a few clear starting points to work from. The stock last closed at US$283.90, with returns of a 1.1% decline over 7 days, a 6.9% decline over 30 days, an 8.5% decline year to date, and gains of 8.2% over 1 year, 38.8% over 3 years, and 114.1% over 5 years. These mixed shorter term and longer term returns put more focus on how the current price...

If you are wondering whether National Bank Holdings at around US$37.48 is a bargain or just fairly priced, the next sections will help you put that question under the microscope. The share price has slipped around 3.5% over the last week and 9.8% over the past month, while the 1 year return sits close to flat at 0.4% and the 3 year return is 22.9%. Recent coverage has focused on how regional banks are being priced by the market and where investors see potential risks and opportunities within...

Ultragenyx Pharmaceutical (RARE) has drawn fresh investor attention after recent share price moves, with the stock closing at US$19.87 and sitting well below its 1 year and past 3 months performance levels. See our latest analysis for Ultragenyx Pharmaceutical. The recent weakness follows a much steeper 40.7% 90 day share price decline and a 49.3% 1 year total shareholder return loss, signaling fading momentum as investors reassess both growth prospects and risk around the pipeline and...

If you are wondering whether Willis Lease Finance at around US$170.54 is still reasonably priced or starting to look stretched, the valuation numbers here are going to matter a lot. The stock has been volatile recently, with a 3.2% gain over the past week, a 15.5% decline over the last 30 days, a 27.2% return year to date, and a 6.0% loss over the past year, which can change how the market views both its potential and its risks. Recent news coverage has highlighted investor interest in...

If you are wondering whether Newmark Group's current share price still offers value, you are not alone. This article breaks down what the numbers are really saying about the stock. The share price closed at US$14.26 recently, with returns of 0.5% over 7 days, a 6.6% decline over 30 days, a 16.0% decline year to date, a 15.7% gain over 1 year, 127.9% over 3 years and 42.0% over 5 years. Together, these figures give you a mixed picture of recent momentum. That mix of short term weakness and...

Recent pressure on Best Buy (BBY) shares is tied to inflation and higher interest rates, which are making shoppers more cautious about big-ticket electronics. This environment is shaping how investors view the stock today. See our latest analysis for Best Buy. At a share price of US$62.80, Best Buy has seen pressure build over time, with a 30 day share price return of 6.14% decline and a 1 year total shareholder return of 10.04% decline. This suggests momentum has been fading as consumers...

On March 11, 2026, Babcock & Wilcox Enterprises’ board approved a US$0.4843750 per-share dividend on its 7.75% Series A Cumulative Perpetual Preferred Stock, with a record date of March 21 and payment on March 31, 2026. This preferred dividend, alongside Babcock & Wilcox’s multi-billion-dollar clean energy and AI data center project pipeline, underscores a business model geared toward long-duration, contracted cash flows. With the newly disclosed US$2.40 billion AI data center power project...

If you are wondering whether MasTec's share price still makes sense after its strong run, a key question is whether the current market price aligns with the underlying value of the business. MasTec's stock recently closed at US$300.58, with returns of 3.6% over 7 days, 13.8% over 30 days, 32.0% year to date and 142.3% over 1 year, along with a 228.6% return over 3 years and 233.5% over 5 years. Recent attention on MasTec has been driven by ongoing interest in its role within capital goods...

Why Vornado Realty Trust (VNO) is on investors’ radar Vornado Realty Trust (VNO) is back in focus after recent trading left the stock with a one-month return of a 14.5% decline and a past three-month return of a 23.9% decline, prompting fresh questions about its valuation. See our latest analysis for Vornado Realty Trust. Recent trading has been weak, with a 1-day share price return of a 4.0% decline and a year to date share price return of a 24.0% decline. The 3 year total shareholder return...

Weyerhaeuser (WY) is back on investors’ radar after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months and year. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Weyerhaeuser. The recent 14.47% 1 month share price decline, alongside a 20.31% 1 year total shareholder return decline, suggests momentum has been fading as investors reassess Weyerhaeuser’s risk and earnings profile around the current...

Norton parent Gen Digital (GEN) is in focus after Norton Revamp, an AI-powered online presence builder, joined its cyber safety portfolio. This development is raising fresh questions about how new AI tools might shape the stock’s appeal. See our latest analysis for Gen Digital. At a share price of US$20.97, Gen Digital has seen a 1-day share price return of 1.99% and a 7-day share price return of 1.40%, set against a 30-day share price return of 9.22% and a year-to-date share price return of...

In March 2026, One Stop Systems, Inc. reported full-year 2025 results showing sales of US$30.5 million and revenue of US$32.22 million, with net income of US$5.09 million versus a net loss a year earlier and earnings per share turning positive. The company also issued full-year 2026 guidance calling for revenue growth of 20% to 25%, signaling management’s confidence after moving from losses to profitability. Now we’ll examine how the swing to profitability and management’s 2026 revenue...

Wondering if Alliant Energy’s current share price reflects its real worth, or if you might be paying too much for a regulated utility stock right now? The stock last closed at US$68.71, with a 7 day return of a 5.6% decline, a 30 day return of a 1.2% decline, a 1 year return of 12.5%, a 3 year return of 46.9%, and a 5 year return of 49.7%. These moves have come as investors continue to reassess regulated utilities as an income and stability option. Alliant Energy has attracted attention as...