U.S. Communications Stock News

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...

In February 2026, PG&E Corporation declared a regular first-quarter cash dividend of US$0.05 per share and completed a US$1.00 billion fixed-to-floating junior subordinated notes offering, following its full-year 2025 results showing revenue of US$24,935 million and net income of US$2,593 million. PG&E’s collaboration with Sunrun on a distributed power plant program highlights how customer-supplied solar and storage can support grid reliability while potentially deferring traditional...

CoStar Group FY 2025 results: revenue climbs while profitability tightens CoStar Group (CSGP) has wrapped up FY 2025 with Q4 revenue of US$900 million and basic EPS of US$0.11, setting the tone for a year where top line growth led the story while profitability stayed slim. Over the past six quarters, revenue has moved from US$692.6 million in Q3 2024 to US$900 million in Q4 2025, while quarterly basic EPS has swung between a loss of US$0.07 in Q3 2025 and a high of US$0.15 in Q4 2024. This...

Amentum Holdings (NYSE:AMTM) has been selected to support the UK Ministry of Defence's Team Hypersonics under the UK IMP program for hypersonic weapons engineering and program management. The company has also announced a new global headquarters in Reston, Virginia, designed to expand its operational footprint and modernize its workplace. Amentum Holdings, trading at $29.53, is tying together its defense services focus with fresh contract activity and a new corporate base. The stock has...

Considering whether Selective Insurance Group at around US$82.87 is offering fair value right now, or if the price is out of step with the underlying business. The stock has had mixed returns, with a 2.8% decline over the last 7 days, a 1.3% gain over 30 days, and a 29.2% return over 5 years. These figures may influence how investors think about its growth potential and risk. Recent coverage has focused on providing ongoing context for Selective Insurance Group as part of broader, evergreen...

If you are wondering whether PepsiCo's current share price still offers value, this article will walk through what the numbers say and how that could fit into your own portfolio thinking. The stock last closed at US$169.17, with returns of 2.9% over 7 days, 16.0% over 30 days, 18.9% year to date, 16.1% over 1 year and 9.0% over 3 years, while the 5 year return sits at 52.8%. Recent coverage has focused on PepsiCo's position in global beverages and snacks, along with ongoing brand strength...

Earlier this month, Cirrus Logic reported record net income and strong earnings per share for Q1 2026, while Executive Vice President of Global Operations Justin E. Dougherty sold 3,000 shares on February 11, reducing his direct holdings by 33.80%. This combination of robust profitability and a sizable insider sale highlights a tension between positive operating performance and potential questions about internal confidence in the company’s outlook. We’ll now examine how Dougherty’s sizable...

If you are wondering whether Cooper Companies' current share price fairly reflects its prospects, you are not alone; many investors are asking the same question right now. The stock recently closed at US$83.47, with returns of 0.1% over 7 days, 3.2% over 30 days and 2.9% year to date, while the 1 year and 5 year returns of an 8.3% decline and a 12.4% decline give a very different impression. Recent news coverage has focused on Cooper Companies' position in the healthcare sector and how...

Event context and recent share performance Energizer Holdings (ENR) has recently drawn investor attention after a mixed stretch in the share price, with a 3.6% one day decline and a 4.3% fall over the past week, which contrasts with gains over the month and past 3 months. See our latest analysis for Energizer Holdings. Looking beyond the latest pullback, Energizer Holdings’ 20.7% 3 month share price return and 9.6% year to date share price return contrast with a 25.7% 1 year total shareholder...

ResMed has announced it will open a new distribution center in Greenwood, Indiana, scheduled to begin operations in 2027 to expand its U.S. footprint and strengthen distribution capacity across North America. The Greenwood hub is expected to lift two-day transit coverage across North America from 75% to 90% and cut delivery times to Canada by a full day, underscoring how logistics investments can materially influence service levels in medical device supply chains. Now we’ll examine how this...

Ionis Pharmaceuticals FY 2025 earnings snapshot Ionis Pharmaceuticals (IONS) closed FY 2025 with fourth quarter revenue of US$203 million and a basic EPS loss of US$1.41, alongside a trailing twelve month revenue base of US$944 million and a TTM basic EPS loss of US$2.38. Over the past year, quarterly revenue has moved between US$131.6 million and US$452.0 million, while basic EPS swung from a profit of US$0.78 in Q2 2025 to losses of US$0.93 in Q1 and US$0.80 in Q3. This sets up a results...

Calix (NYSE:CALX) is working with Cablelynx, the broadband arm of WEHCO Video, to deploy its SmartBiz service for small businesses and SmartTown for broader community Wi-Fi. The deployments are aimed at improving secure connectivity, customer engagement, and managed services for local enterprises and residents. This development highlights real world use of the Calix One platform beyond residential broadband, focusing on business transformation and community connectivity. For investors...

If you are wondering whether Shake Shack, at around US$92 a share, is priced for perfection or still offers value, this article walks through what that current price might mean for investors. The stock is at US$92.13 after a 2.2% decline over the last 7 days, a 1.7% gain over 30 days, a 10.4% gain year to date, a 16.4% decline over 1 year, and a 19.1% decline over 5 years, with a 61.4% gain across 3 years. Recent headlines around Shake Shack have focused on the brand's ongoing expansion, new...

If you are wondering whether Extra Space Storage is reasonably priced at around US$146.87, or if the market is overlooking something in plain sight, this article is for you. The stock has returned 1.2% over the past 7 days, 4.8% over 30 days, 12.1% year to date, 2.2% over 3 years, 44.1% over 5 years, and is roughly flat over 1 year with a 0.1% decline. Taken together, this gives you a mixed picture of recent sentiment and long term holding outcomes. Recent headlines around Extra Space...

If you are wondering whether Robert Half's current share price reflects its real worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock closed at US$23.58, with returns of a 9.0% decline over the past week, 16.8% decline over the past month, 13.8% decline year to date, 57.3% decline over 1 year, 66.6% decline over 3 years, and 63.6% decline over 5 years, which raises obvious questions about how the market is currently pricing the...

In recent weeks, analysis highlighted that Independent Bank Corp. (NASDAQ: INDB) met Minervini Trend Template criteria while reporting quarterly EPS growth of 40.5% year over year and revenue growth of 43.6%, underscoring strong recent earnings and sales momentum. Beyond the headline growth, the combination of robust operating results and a share price near 52-week highs points to growing investor attention on the bank’s execution and balance of technical and fundamental strength. We’ll...

If you are wondering whether Brinker International's current share price reflects its true worth, you are not alone. Many investors are asking the same question after a strong multi year run. The stock recently closed at US$144.90, with returns of an 8.5% decline over 7 days, a 7.9% decline over 30 days, a 4.4% decline year to date, a 9.5% decline over 1 year, a 271.0% gain over 3 years and a 103.1% gain over 5 years. These moves have come alongside ongoing attention on the restaurant sector...