U.S. Communications Stock News

Wondering whether Huntington Ingalls Industries, at around US$308 a share, still offers value or if most of the opportunity has already been priced in. The stock is down 3.9% over the past week and 14.9% over the past month, yet it still shows a 40.5% return over 1 year and 58.2% over 3 years, which can change how you think about both risk and opportunity. Recent coverage has focused on Huntington Ingalls Industries as a key US defense contractor, with attention on its role in major long...

Q1 2027 earnings set the stage Okta (OKTA) has just opened Q1 2027 with revenue of US$765 million and basic EPS of US$0.42, putting fresh numbers behind a year in which trailing EPS reached US$1.40 on US$3.0 billion of revenue and net income of US$247 million. Over the past six reported quarters, revenue has moved from US$682 million in Q4 2025 to US$765 million in Q1 2027, while quarterly basic EPS has ranged between US$0.13 and US$0.42. This gives investors a clearer picture of how profit...

CoreWeave (NasdaqGS:CRWV) reported a record quarterly net loss while securing a US$21b agreement with Meta. The company disclosed a contracted revenue backlog of US$99.4b tied to current and future customer commitments. Alphabet and Blackstone announced plans to launch a major AI cloud rival that could affect CoreWeave’s pricing power and market dynamics. CoreWeave, which focuses on cloud infrastructure for AI workloads, now sits at the center of one of the largest AI infrastructure build...

Wondering if Eastman Chemical at around US$75.87 is offering real value or just fair pricing? This article walks through what the numbers say about the stock. The share price return sits at 2.4% over the past week, 7.7% over the past month, 17.9% year to date and 1.6% over the past year, against a longer-term picture that includes a 3.5% return over three years and a decline of 29.7% over five years. Recent coverage has focused on Eastman Chemical's role as a diversified materials producer,...

Wondering whether Coursera at US$5.39 is starting to look like value, or if the stock still carries more risk than reward. The share price has inched up about 1.3% over the last week, but is still down about 11.8% over the past month, 23.9% year to date and 39.1% over the last year, which may catch the eye of investors looking for a reset opportunity. Recent headlines have focused on Coursera's position as a major online learning platform and its role in digital upskilling partnerships. This...

Earlier in 2026, Tenet Healthcare reported a strong Q1 with a sharp jump in net income, double-digit Ambulatory Care revenue growth and reaffirmed full-year adjusted EBITDA guidance, supported by healthy cash generation and capital returns. An important angle for investors is how Tenet’s expansion of its Ambulatory Care network and the restructuring of its CommonSpirit Health contract could reshape the mix and resilience of its earnings over time. Next, we’ll examine how Tenet’s reaffirmed...

Earlier this month, Apple previewed a wave of Apple Intelligence–powered accessibility updates across VoiceOver, Magnifier, Voice Control, Accessibility Reader, and Vision Pro, including on‑device generated subtitles and eye‑tracking wheelchair controls, plus new colors for the Hikawa Grip & Stand adaptive MagSafe accessory. By embedding AI deeply into assistive features and hardware accessories, Apple is turning accessibility into a core use case for its intelligence platform, potentially...

Wondering whether Live Oak Bancshares at around US$38.03 is offering fair value right now, or if the recent price puts it out of your comfort zone? The stock has returned 2.0% over the past week, 0.6% over the last month, 9.6% year to date and 39.0% over the past year, while the 5 year return shows a decline of 32.9%. These moves have come as Live Oak Bancshares continues to attract attention in the US regional banking space, with investors watching how its lending focus and digital platform...

If you are wondering whether Flex at US$150.78 still offers value after its big run, the next sections will walk through what the current price might be implying about the stock. The share price moves are eye catching, with returns of 13.8% over the last week, 66.4% over the last month, 136.8% year to date and very large gains over 3 and 5 years that are close to 7x and 10x the starting point. Recent headlines have focused on Flex's role in electronics manufacturing and technology solutions,...

In recent months, FanDuel, Flutter Entertainment’s North American online gaming arm, launched “Coaches Corner,” a 10‑episode World Cup analysis series featuring former U.S. men’s national team coaches Gregg Berhalter, Bruce Arena and Bob Bradley across platforms including Tubi, YouTube and FanDuel Sports Network. At the same time, Flutter has been grappling with compressed operating margins averaging 2.7% over two years and a free cash flow margin of 5.1%, raising questions about how...

Recent performance context Rocket Companies (RKT) has drawn attention after a mixed stretch for the stock, with a modest gain over the past month but a decline of about 20% over the past 3 months. At a last close of US$14.51 and a market value of about US$40.7b, investors are weighing that share performance against reported annual revenue of US$8.9b and net income of US$239 million. See our latest analysis for Rocket Companies. Stepping back, Rocket Companies' recent 7 day share price return...

TG Therapeutics reported positive Phase 3 ENHANCE results for BRIUMVI, confirming a single 600 mg Day 1 infusion is bioequivalent to the current two-infusion initiation regimen for multiple sclerosis. The simplified regimen is intended to reduce treatment burden for patients and infusion centers while maintaining safety and efficacy outcomes seen in the trial. The company plans to submit these data to regulators, aiming to update the BRIUMVI label pending review and approval. For investors...

Sourcewell contract opens new procurement channel Custom Truck One Source (CTOS) has been awarded a cooperative purchasing contract through Sourcewell, giving more than 50,000 participating agencies a pre-vetted path to procure the company’s specialty trucks and equipment. See our latest analysis for Custom Truck One Source. The Sourcewell contract headlines arrive as momentum in Custom Truck One Source's share price has been building, with a 90 day share price return of 33.8% and a year to...

Cadence Design Systems (NasdaqGS:CDNS) and Samsung Foundry agreed a multi-year expansion of their collaboration around second-generation 2nm process technology. The deal covers a broad Memory and Interface IP portfolio and certification of Cadence's AI focused design and analysis flows across Samsung's next generation 2nm and 3D IC platforms. The partnership targets next generation AI infrastructure and hardware, aiming to provide a more complete platform for advanced chip design. For...

Earlier this year, Expand Energy reported first-quarter 2026 adjusted earnings per share of US$3.83, exceeding expectations on the back of strong production and firmer natural gas pricing, while also signing a 20-year LNG Sales and Purchase Agreement with Delfin FLNG Vessel 1 that extends its export reach. This combination of earnings strength and a long-duration LNG contract underscores how operational performance and contract visibility may reshape views on the company’s long-term cash...

Trustmark (NasdaqGS:TRMK) announced the retirement of Wayne A. Stevens as President of Retail Banking. Stevens concludes a career of more than four decades with the company, including service as an executive officer since 2009. The change affects leadership of one of Trustmark’s core business areas, retail banking. For a regional financial institution like Trustmark, retail banking sits at the heart of its business model, connecting deposit customers, consumer lending and local branch...

Rao's Homemade, part of Campbell's, recently expanded its premium Italian sauce lineup with new Creamy Roasted Garlic and Creamy Peppered Parmesan varieties featuring mascarpone, roasted garlic, and Parmigiano Reggiano, now available online and at retailers nationwide. This launch builds on the past success of Rao's Creamy Marinara, which became the top new product in the Italian sauce category after its May 2025 national debut, underscoring the brand's momentum in higher-end,...

Why Arlo Technologies is on investors’ radar today Arlo Technologies (ARLO) has drawn investor attention after recent trading left the stock at a last close of US$13.27, prompting fresh questions about how its current valuation lines up with the underlying business. See our latest analysis for Arlo Technologies. Recent trading has been mixed, with a 4.24% 7 day share price return set against a 30 day share price decline of 5.21% and a 90 day share price decline of 15.42%. However, the 5 year...

Molina Healthcare (MOH) shares were recently steady at around US$178, giving the managed care company a market value near US$9.3b as investors weigh its role in Medicaid, Medicare and marketplace insurance plans. See our latest analysis for Molina Healthcare. Recent trading has been choppy, with a 15.6% 90 day share price return contrasting with a 1 year total shareholder return that has declined 41.4%. This suggests that recent momentum has not yet repaired longer term losses. If you want to...

Recent share performance and business profile CRH (NYSE:CRH) has drawn fresh attention after recent price swings, with the stock up 0.5% on the day but down about 6.7% over the past month and 11.0% over the past 3 months. At a last close of US$106.76 and a market value of about US$71.0b, CRH sits in the large cap tier of the materials sector. The company is backed by annual revenue of US$38.1b and net income of US$3.6b. See our latest analysis for CRH. CRH’s recent share price pullback,...

In late May 2026, The Hershey Company announced that Mitchell Arends will become Chief Supply Chain Officer on June 22, 2026, as long-time leader Jason Reiman steps aside and continues through early 2027 to oversee supply chain modernization and a smooth transition. The move brings in Arends’ extensive experience running large integrated supply chains at UTZ Brands and Kraft Heinz, underscoring Hershey’s intention to accelerate digital integration, automation, and insights-driven planning...

JetBlue Airways (NasdaqGS:JBLU) has announced its inaugural route to Venezuela, marking its first move into this South American market. The airline also revealed a new aircraft livery, "Quisqueya la Bluebella," celebrating Dominican heritage and created with input from a Dominican artist and local communities. Both developments highlight JetBlue's focus on connecting Caribbean and Latin American communities through targeted route expansion and cultural branding. For investors watching...

Intuitive Surgical (NasdaqGS:ISRG) is rolling out more than 100 upgrades to its da Vinci 5 robotic surgery platform, including extended-use Force Feedback instruments aimed at reducing per procedure costs. The company has also promoted Taylor Patton to Chief Commercial and Marketing Officer, positioning her to lead global commercialization efforts for da Vinci 5 and other platforms. For anyone following surgical robotics, Intuitive Surgical sits at the center of one of the most closely...

Arxis, ticker NasdaqGS:ARXS, reported record first quarter financial results. The company completed its IPO and used proceeds to strengthen its balance sheet and fund future growth. Arxis acquired Micro-Tronics, adding aerospace and defense component capabilities. Arxis operates in markets tied to aerospace and defense components, areas that often rely on precision engineering, long product cycles, and high qualification standards. The record first quarter performance, combined with the...