U.S. Communications Stock News

Rambus (RMBS) has placed its PCIe 7.0 Switch IP with Time Division Multiplexing at the center of its AI and data center strategy, targeting bandwidth hungry cloud, AI, and high performance computing workloads. See our latest analysis for Rambus. Rambus shares trade at US$127.05 after a small pullback over the past week. However, the 30 day share price return of 5.86% and 90 day gain of 24.62% sit alongside a very large 5 year total shareholder return of about 7x. This suggests momentum has...

On May 6, 2026, Adobe launched a new AI-powered productivity agent and PDF Spaces in Acrobat, turning traditional PDFs into interactive, customizable workspaces that support chat-based document interaction, content generation and rich sharing features. This move extends Adobe’s agentic AI vision beyond creative tools into everyday document workflows, integrating conversational assistants, branding controls and engagement analytics directly into its core PDF ecosystem. We’ll now explore how...

Executive appointment reshapes EXL’s international growth focus ExlService Holdings (EXLS) is drawing fresh attention after appointing Bhupender Singh as president and head of international growth markets, a move aimed at sharpening the company’s focus on EMEA and APAC expansion. Singh, who joins EXL’s executive committee and reports to chairman and CEO Rohit Kapoor, is tasked with shaping go to market plans, aligning cross border teams, and positioning the company as a key data and AI...

Event Overview and Recent Stock Context Kennedy-Wilson Holdings (KW) has drawn fresh attention after recent share price moves, with the stock last closing at US$11.03 and short term returns clustering in a tight range over the past week and month. For readers tracking longer horizons, Kennedy-Wilson shows an 11.9% return over the past month and 11.5% over the past 3 months, while the year to date figure stands at 14.4% and the 1 year total return at 74.5%. See our latest analysis for...

The global push toward AI, electrification and resilient infrastructure is colliding with tight copper supply, while inflation pressures, higher bond yields and energy driven cost swings keep investors on edge. Copper sits at the crossroads of these forces, touching everything from data centers to power grids. Our Top Copper Stocks screener focuses on producers with stronger balance sheets and lower production costs, so you can focus on quality rather than guesswork. In this article, you will...

In the first quarter of 2026, Magnite, Inc. reported sales of US$164.37 million, up from US$155.77 million a year earlier, and moved from a net loss of US$9.63 million to net income of US$4.41 million. This shift back to profitability, with earnings per share turning positive after a prior loss, highlights a meaningful improvement in Magnite's operational performance. With Magnite returning to profitability on higher quarterly revenue, we'll now examine how this earnings momentum influences...

If you are wondering whether Alarm.com Holdings' current share price reflects its true worth, this breakdown will help you see how the stock stacks up against several valuation checks. The stock last closed at US$42.52, with the share price down 10.7% over the past week and down 28.7% over the past year. These moves may have changed how investors view its potential and risk. Recent coverage has focused on Alarm.com Holdings as part of broader discussions about software stocks and how...

Axogen stock: recent moves and what they might mean for investors Axogen (AXGN) stock has drawn fresh attention after recent trading left it around $40.99, with returns over the past month and past 3 months offering a clearer snapshot of how the market currently prices its peripheral nerve repair business. See our latest analysis for Axogen. Recent trading has been choppy in the very short term, with the 7 day share price return down 2.54%. However, the 30 day and year to date share price...

In recent weeks, Teradata Corporation filed a US$206.01 million shelf registration tied to an ESOP-related offering and launched its Autonomous Knowledge Platform, which unifies AI, analytics, and data across cloud, on‑premises, and hybrid environments. These moves, alongside top-tier recognition in the 2026 ISG Buyers Guides for AI and Data Platforms, underscore Teradata’s push to anchor enterprise-grade AI with governance, performance, and hybrid deployment flexibility. We’ll now examine...

iQIYI (IQ) is back in focus after reporting 94% year over year growth in content distribution and record overseas revenue, highlighting how the company is monetizing its video IP beyond core subscriptions. See our latest analysis for iQIYI. Despite the strong content distribution story, iQIYI's recent share price performance has been weak, with the stock down 17.14% over 30 days and 42.86% year to date, and the 1 year total shareholder return down 39.90%. This suggests sentiment is still...

If you are trying to figure out whether Toast shares are attractively priced or not, the recent share price and current valuation score give you some useful starting clues. The stock closed at US$23.05, with the share price down 8.0% over the past week, 18.1% over the past month, 32.2% year to date, and 48.5% over the past year, while the 3-year return sits at 10.8%. Recent news coverage has focused on Toast's position within fintech and payment processing, including its role serving...

Charter Communications (NasdaqGS:CHTR) is adding the discovery+ streaming app for eligible Spectrum TV customers at no additional cost. The move expands Spectrum's streaming aggregation approach by folding another subscription streaming service into existing cable TV plans. This offer targets eligible Spectrum TV packages and is framed as part of a broader effort to increase the perceived value of pay TV. Charter Communications operates the Spectrum brand, which offers cable TV, broadband,...

Simon Property Group (SPG) is back in focus after first quarter 2026 results topped expectations, full year earnings guidance was raised, and the board approved a higher common dividend alongside continued redevelopment investment. See our latest analysis for Simon Property Group. Despite a recent pullback, with the 1 day share price return down 1.37% to US$200.02 and shorter term gains modest, Simon Property Group’s 1 year total shareholder return of 27.17% and 3 year total shareholder...

Wondering if Interactive Brokers Group stock still offers value after its strong run, or if you might be late to the party? This article will help you frame that question clearly before looking at the numbers. The stock last closed at US$87.00, with returns of 3.1% over 7 days, 9.6% over 30 days, 29.4% year to date and 67.2% over 1 year, plus a very large gain over 5 years that hints at how the market has been reassessing the company. Recent coverage has focused on Interactive Brokers...

Phillips 66 (NYSE:PSX) has appointed Greg Hayes as lead independent director. Doug Terreson has been named Chair of the Board’s Audit and Finance Committee. The changes follow recent board retirements and reshape key oversight roles. For investors watching Phillips 66 at a share price of $176.2, these board shifts come after a period of strong stock performance. NYSE:PSX is up 2.7% over the past week, 9.1% over the past month, 34.9% year to date, and 45.3% over the past year, with a 3-year...

Snap (NYSE:SNAP), YouTube, and TikTok have reached settlements with a Kentucky school district over claims their platforms contributed to a youth mental health crisis. The lawsuit alleged that social media design features led to addictive behavior among students using the apps. Settlement terms are undisclosed, and Meta remains the only defendant in an upcoming trial covering more than 1,200 related cases nationwide. Snap runs the Snapchat platform, which centers on photo and video...

Sunrun stock reacts to recent performance Sunrun (RUN) has caught investor attention after a mixed run in its share performance, with the stock rising about 16% over the past month but falling roughly 27% over the past 3 months. At a last close of US$13.99 and a market value near US$3.5b, Sunrun’s recent returns sit against annual revenue of about US$3.17b and reported net income of roughly US$565.3m. See our latest analysis for Sunrun. Recent trading shows fading momentum, with the 1-month...

Viatris (VTRS) is back in focus after reporting first quarter 2026 results that topped Wall Street revenue and adjusted EPS expectations, reaffirming full year guidance and highlighting strong cardiovascular demand in Greater China. See our latest analysis for Viatris. The earnings beat and reaffirmed 2026 guidance sit against a share price of $16.48, with the stock down 4.5% on the day but recording a 30 day share price return of 18.9% and a 1 year total shareholder return of 95.1%. This...

In its first-quarter 2026 update, Huron Consulting Group reported US$451.77 million in revenue, slightly lower net income of US$23.25 million, reaffirmed full-year 2026 revenue guidance of US$1.78 billion to US$1.86 billion, and disclosed continued share repurchases under its long-running buyback program. Management also highlighted a disciplined shift in capital allocation between tuck-in M&A and buybacks, signaling confidence in the company’s own valuation while still pursuing selective...

Gold Royalty Corp. recently filed a US$500 million universal shelf registration covering common and preferred shares, warrants, debt securities and units, while also reporting first-quarter 2026 sales of US$7.18 million and net income of US$1.77 million, reversing a net loss a year earlier. The combination of fresh capital-raising flexibility and a move into profitability, alongside new leadership roles in development and sustainability, could meaningfully influence how investors assess Gold...

Teledyne DALSA, part of Teledyne Technologies, has introduced Kaleido, a new hyperspectral SWIR camera for industrial inspection. The camera targets material discrimination and high-throughput sorting in sectors such as recycling, food safety, pharmaceuticals, and waste management. Kaleido is designed to combine high speed, high resolution, and flexible integration to simplify deployment of hyperspectral inspection systems. For investors tracking Teledyne Technologies (NYSE:TDY), the...

In recent weeks, KE Holdings Inc. announced extensive share repurchases and updated arrangements for its upcoming first quarter 2026 earnings call, including revised dial-in details and simultaneous English interpretation. These buybacks, coupled with a newly announced final cash dividend following a return to profitability in 2023, highlight an active capital return approach that may matter as much to investors as the company’s operational progress. We’ll now examine how KE Holdings’...

Microchip Technology (NasdaqGS:MCHP) has launched the EX-423 Evacuated Miniature Crystal Oscillator for high-reliability timing applications. The company also introduced the LAN878x and LAN888x Single Pair Ethernet PHY transceiver families for automotive, industrial, and mission-critical systems. These products target sectors such as GPS tracking, military, medical devices, satellite communications, and industrial automation. Microchip Technology, trading at $93.85, has seen strong share...

Workiva (NYSE:WK) has announced a partnership with EcoVadis to link supplier carbon data with its reporting platform. The collaboration connects EcoVadis’ primary supplier emissions data to Workiva’s AI-powered system for supply chain decarbonization and sustainability reporting. The integration focuses on centralizing Scope 3 greenhouse gas data to support more accurate and auditable disclosures as climate reporting rules expand. Workiva, which offers a cloud platform for financial,...