U.S. Communications Stock News

If you are wondering whether M/I Homes is still good value after a strong multi year run, this article walks through how its current share price stacks up against several valuation measures. The stock closed at US$140.40 recently, with returns of 4.8% over 30 days, 9.8% year to date and 17.9% over 1 year. The 3 year return sits at a very large 138.7%, and the 5 year return at 180.7%. Recent coverage of M/I Homes has focused on its position within the U.S. homebuilding sector and how...

Spotify Technology (NYSE:SPOT) has launched its Prompted Playlist feature in beta, using AI to build playlists from natural language prompts. The beta is rolling out across multiple countries, giving users early access to a new way of personalizing their listening experience. This feature draws on Spotify's existing data and AI tools to help users move from broad mood or activity descriptions to tailored playlists. For investors tracking NYSE:SPOT, the Prompted Playlist beta lands at a time...

Over the past few years, Quanex Building Products has experienced a significant drop in operating margin, earnings per share, and return on invested capital despite continuing to grow its revenue base. This combination of rising costs and weaker profitability on a per‑share and invested‑capital basis points to mounting operational pressures and fewer attractive growth opportunities within the business. Next, we’ll examine how this sustained margin deterioration challenges Quanex’s earlier...

If you are wondering whether Albertsons Companies' current share price really reflects its underlying value, you are not alone. This article walks through the key signals that matter for you as a shareholder or potential investor. The stock most recently closed at US$17.70, with returns of 2.8% over the last 30 days, 2.3% year to date, and an 11.8% decline over the past year, which may hint at changing expectations around both opportunity and risk. Recent news coverage has focused on...

In February 2026, Marriott International completed two fixed‑income offerings totaling about US$1.44 billion, issuing callable senior unsecured notes due 2033 and 2038, with major banks including J.P. Morgan, BofA Securities, Wells Fargo, HSBC, Scotia Capital, Truist and U.S. Bancorp acting as co‑lead underwriters. Together with a recently affirmed quarterly dividend of US$0.67 per share, these bond issues highlight Marriott’s focus on maintaining liquidity while continuing to fund its...

Illinois Tool Works (NYSE:ITW) has entered into a new US$3.0b five year revolving credit facility. The agreement replaces the company’s previous revolving credit facility more than a year before its scheduled expiry. The facility includes multi currency and rate options and can be increased to up to US$5b, subject to conditions. Illinois Tool Works, a diversified industrial manufacturer serving multiple end markets, now has a refreshed liquidity backstop that can support its ongoing...

HP (HPQ) has opened Q1 2026 with revenue of US$14.4b and basic EPS of US$0.59, putting fresh numbers on the table for investors tracking how the story is evolving. The company has seen quarterly revenue move from US$14.1b in Q4 2024 to US$13.5b in Q1 2025 and US$14.4b in Q1 2026, while basic EPS has shifted from US$0.94 to US$0.60 and now US$0.59, setting a clear earnings run rate for the latest quarter. With these results in hand, the focus now turns to what they signal about HP's margin...

Wintrust Financial recently reported fourth-quarter results showing an 11% year-on-year rise in revenue to US$715.6 million, alongside record net income and net interest income driven by broad-based loan and deposit growth. Management’s emphasis on strong balance sheet expansion and a 19% improvement in net income underscores how core banking activities are supporting the company’s operating momentum. With these record earnings and balance sheet gains, we’ll now examine how Wintrust’s...

Earlier this week, First Horizon reported an 8.1% year-on-year increase in revenue and a strong beat on both overall revenue and net interest income estimates, following a generally satisfactory quarter for regional banks. The earnings surprise highlights how First Horizon’s core lending and interest income engine is currently outperforming analyst expectations, setting it apart within the regional banking group. We’ll now examine how First Horizon’s stronger-than-expected revenue and net...

Nektar Therapeutics (NasdaqCM:NKTR) announced a new academic collaboration with neuroimmunologist Dr. Stephen L. Hauser and UCSF focused on multiple sclerosis research. The partnership aims to integrate clinical insights with foundational neuroscience to explore potential advances in MS treatment for patients worldwide. Nektar Therapeutics, trading at a recent share price of $70.37, has seen sharp moves in its stock, including an 89.3% return over the past 30 days and a 62.1% return year to...

If you are wondering whether Viper Energy's current share price gives you good value, this article walks through what the numbers are saying and how they line up with different valuation yardsticks. The stock most recently closed at US$45.05, with returns of 11.8% over 30 days, 16.2% year to date and 4.8% over the past year, while the 7 day return was roughly flat at a 0.1% decline. Recent news coverage around Viper Energy has focused on its role as an energy royalty owner and its exposure...

The Morning Bull - US Market Morning Update Thursday, Feb, 26 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly softer while Nasdaq 100 and Dow futures hold near flat, as investors weigh stronger global growth signals against interest rate worries. Taiwan just reported a record current account surplus of about US$69.9b, powered by a US$63.6b goods trade surplus tied to AI and electronics exports, which underlines how demand for chips and hardware is feeding into...

Valaris and Transocean have agreed to a Business Combination Agreement to merge their operations into a single offshore drilling company. The combined business is expected to bring together both fleets and resources, creating a larger player in offshore drilling. The plan includes monetizing certain non core assets and operating under some constraints while the combination is completed. For Valaris (NYSE:VAL), the deal comes after a period of strong share price performance, with the stock...

If you are looking at Shoals Technologies Group and wondering whether the current share price reflects its true value, this article will walk you through what the numbers are saying in plain terms. The stock last closed at US$6.85, with returns of a 36.2% decline over 7 days, a 26.1% decline over 30 days, a 24.6% decline year to date, a 76.8% gain over 1 year, a 72.8% decline over 3 years and a 79.8% decline over 5 years, which gives a mixed picture of recent and longer term...

Iovance Biotherapeutics (NasdaqGM:IOVA) reported encouraging clinical trial data for lifileucel in patients with advanced sarcoma. The company plans to initiate a registrational trial and pursue accelerated FDA approval for lifileucel in this sarcoma setting. Iovance also received FDA Fast Track designation for lifileucel in non-small cell lung cancer. Iovance Biotherapeutics focuses on developing tumor infiltrating lymphocyte (TIL) therapies for difficult-to-treat cancers. The new sarcoma...

What just happened with LifeStance Health Group stock? LifeStance Health Group (LFST) just reported fourth quarter and full year 2025 results, moved from a net loss to net income, issued 2026 revenue guidance, and announced a US$100 million share repurchase program. See our latest analysis for LifeStance Health Group. The recent earnings beat, move to net income, 2026 revenue guidance and US$100 million buyback plan have coincided with a 12.96% 90 day share price return to US$7.41. This comes...

Nvidia has fully exited its shareholder position in Arm Holdings (NasdaqGS:ARM), ending an equity relationship that started with its unsuccessful attempt to acquire the company. The two companies continue to work together through long term technology licensing agreements. Arm is gaining data center CPU market share, supported by demand for Amazon’s Graviton processors and broader interest in AI and non mobile computing. Arm designs CPU architectures that sit at the core of many smartphones,...

TransDigm Group (NYSE:TDG) is seeing pressure on profit margins as higher interest expenses and raw material costs follow recent acquisitions. The company is still reporting revenue growth but now guides adjusted profit per share below market expectations. Analysts remain broadly supportive of the stock while highlighting that higher financing and input costs are important risks for profitability. TransDigm Group is a major supplier of highly engineered aerospace components, with exposure...

Clean Energy Fuels (CLNE) has wrapped up FY 2025 with Q4 revenue of US$112.3 million and a basic EPS loss of US$0.20, while the trailing twelve months show revenue of US$424.8 million and a basic EPS loss of US$1.01, keeping the story firmly in loss-making territory. Over recent quarters the company has seen quarterly revenue move in a tight band between US$102.6 million and US$112.3 million, as quarterly basic EPS losses ranged from US$0.09 to US$0.60. This has left investors focused on how...

If you are wondering whether Core Natural Resources is still offering good value after its run in recent years, this article will walk through what the current share price might be implying. The stock recently closed at US$86.84, with a 2.4% decline over 7 days, a 9.2% decline over 30 days and a 3.4% decline year to date, while the 1 year return stands at 16.0%, the 3 year return at 53.7% and the 5 year return is roughly 7x. Recent coverage has focused on Core Natural Resources' position in...

Early Comstock Resources investor Dallas C. Salazar has launched a new family office, Two Texas Presidents, focused on energy sector investments. Salazar has been involved in prior acquisition events at Comstock Resources, which brought him significant gains. The new family office keeps attention on Comstock Resources' history with high profile energy investors such as Salazar. For investors watching Comstock Resources (NYSE:CRK), the launch of Two Texas Presidents adds context around the...

Truist Financial (NYSE:TFC) is offering clients access to SEC registered spot Bitcoin ETFs through Truist Investment Services Inc. The bank has also launched open banking connectivity in partnership with Mastercard, giving clients new ways to link and manage financial data. These moves expand Truist Wealth's product shelf and introduce new digital tools for clients who want broader choice and more control. For a large US regional bank focused on retail, wealth, and commercial banking, this...

MakeMyTrip (MMYT) has drawn fresh attention after reporting strong third quarter leisure demand, higher accommodation volumes and a larger buyback authorization, alongside a new AI-led travel planning collaboration with OpenAI. See our latest analysis for MakeMyTrip. At a share price of $56.97, MakeMyTrip has faced a 10.64% 1 month share price return decline and a 30.43% year to date slide. However, its 3 year total shareholder return of 116.70% points to much stronger longer term momentum...

United Therapeutics has introduced a new soft mist inhaler that is positioned as a direct competitor to MannKind's Tyvaso DPI. The new device is described as offering reduced side effects, including less coughing, compared with dry powder inhalers. This development raises questions about the durability of MannKind's royalty stream from Tyvaso DPI and could influence investor expectations for NasdaqGM:MNKD. MannKind, trading on NasdaqGM:MNKD, is closely tied to royalties from Tyvaso DPI, so...