U.S. Communications Stock News

IBM (NYSE:IBM) and Lam Research announced a five year collaboration to advance sub 1nm logic scaling for next generation semiconductors. The alliance focuses on co developing new materials and fabrication processes aimed at enabling more advanced chipmaking techniques. The partnership combines IBM's semiconductor research capabilities with Lam's process tools to target future logic device performance. For IBM, which many investors associate with hybrid cloud, software and consulting, this...

Why Landstar System Is On Investors’ Radar Landstar System (LSTR) has drawn attention after recent share performance, with the stock delivering a small gain over the past 3 months but a modest decline over the past month. Against that backdrop, investors are weighing how the company’s transportation management model and financial profile, including annual revenue of US$4,757.445 million and net income of US$115.007 million, compare with the current price of US$151.84. See our latest analysis...

Voyager Therapeutics (VYGR) has released its FY 2025 numbers with Q4 revenue of US$15.3 million and a basic EPS loss of US$0.47, alongside a trailing twelve month revenue figure of US$40.4 million and basic EPS of US$2.04 loss. The company has seen quarterly revenue range from US$5.2 million to US$15.3 million over FY 2025 while basic EPS losses moved between US$0.47 and US$0.57, all against a backdrop of TTM net income of US$119.7 million loss and revenue growth running at about 7.8% per...

In early March 2026, Upstart Holdings launched its “Cash Line” revolving credit product and reported strong year-over-year growth in loan originations for January and February, reinforcing its push into the Earned Wage Access market. This combination of a new credit offering and rapid origination momentum has drawn fresh analyst attention, highlighting how product innovation can reinforce confidence in Upstart’s AI-driven lending model. Next, we’ll examine how the Cash Line launch and...

LandBridge Company LLC recently reported full-year 2025 results showing revenue of US$199.09 million and net income of US$30.13 million, alongside a 20% dividend increase and a new US$50 million share repurchase authorization running through 2027. This combination of stronger profitability, higher cash returns to investors, and a multi-year buyback plan highlights the company’s emphasis on shareholder-focused capital allocation. Next, we’ll examine how LandBridge’s higher dividend fits into...

Esperion Therapeutics (ESPR) closed FY 2025 with fourth quarter revenue of US$168.4 million and basic EPS of US$0.26, alongside net income of US$61.8 million, marking a clean break from the losses seen earlier in the year. Over the past few quarters, the company has seen revenue move from US$51.6 million in Q3 2024 to US$64.9 million in Q1 2025, US$82.4 million in Q2, US$87.3 million in Q3 and then US$168.4 million in Q4. Basic EPS shifted from a loss of US$0.15 in Q3 2024 through losses of...

If you are wondering whether ArcBest is attractively priced or already reflecting its strengths, you are not alone. This article is designed to help you think that through clearly. After a recent pullback, with the share price at US$93.64, ArcBest shows a 10.4% decline over the past 7 days and a 16.4% decline over the last 30 days, while its return is 21.3% year to date and 28.5% over the past year, with 3 year and 5 year returns of 2.1% and 37.6% respectively. These moves are happening...

BioNTech FY 2025 Earnings Snapshot BioNTech (NasdaqGS:BNTX) closed out FY 2025 with fourth quarter revenue of €907.4 million and a basic EPS loss of €1.25, alongside a full year trailing basic EPS loss of €4.70 on €2.87 billion in revenue. Over recent periods, the company has seen quarterly revenue move from €1.24 billion in Q3 2024 to €1.19 billion in Q4 2024 and then to €1.52 billion in Q3 2025 before landing at €907.4 million in Q4 2025. EPS shifted from €1.08 in Q4 2024 to a €0.12 loss in...

If you are wondering whether Advanced Micro Devices at around US$203 per share is still reasonable value or starting to look stretched, you are not alone. The stock has returned 6.4% over the last 7 days, while the 30 day and year to date returns are a 2.5% decline and a 9.1% decline respectively, set against a 1 year return of 110% and a 3 year return of 132.4%. Recent attention on AMD has focused on its role in high performance computing and graphics, alongside ongoing interest in...

Limited-edition collaboration and fresh dividend decision draw attention to Dillard's stock Dillard's (DDS) has rolled out the Amanda Jones Vaughan x Antonio Melani limited-edition collection across its stores and website, and has also affirmed a regular cash dividend, giving investors fresh company specific developments to watch. See our latest analysis for Dillard's. Despite a recent 30 day share price return of a 10.25% decline and a 90 day share price return of an 18.14% decline from a...

GE Aerospace recently announced plans to invest US$1.00 billion across its U.S. manufacturing sites and supplier network in 2026, including upgrades at facilities in Terre Haute, Indiana, and Limestone County, Alabama, to boost jet engine and advanced materials production while adding 5,000 manufacturing and engineering jobs. This large manufacturing push, aimed at accelerating deliveries and easing a substantial engine order backlog, highlights how GE Aerospace is tying capital spending...

Why CrowdStrike Holdings (CRWD) is on investors’ radar CrowdStrike Holdings (CRWD) has drawn attention recently as investors weigh its share price performance over the past month and past 3 months against its current revenue base and continuing net losses. See our latest analysis for CrowdStrike Holdings. The recent 7 day share price return of 11.47% and 30 day share price return of 10.32% contrast with a 90 day share price decline of 16.02%. At the same time, the 1 year total shareholder...

General Motors (NYSE:GM) has extended its multi year technical training partnership with V2X, Inc. through 2030. The agreement focuses on upgrading technician skills and training programs across nearly 4,000 U.S. GM dealerships. The partnership is intended to support GM's aftersales operations as vehicle technology, EVs, and connected services become more complex. For you as an investor, this move sits at the intersection of where GM aims to earn long term customer trust and where a large...

MongoDB (MDB) is back in focus after a sharp selloff, with a recent upgrade from Scotiabank helping to shift sentiment that had weakened on cautious guidance and the announced departure of two senior go to market leaders. See our latest analysis for MongoDB. At a share price of $270.56, MongoDB has seen a 7-day share price return of 7.05% after a steep 30-day share price decline of 21.43%. The 1-year total shareholder return of 38.25% contrasts with weaker year-to-date share price...

Recently, Argan highlighted progress on a large 1.4 GW combined-cycle natural gas power plant project in Texas, reaching key notice-to-proceed milestones that reinforce its role in supplying critical power infrastructure for data-center demand. At the same time, a pick-up in insider share sales adds a layer of complexity for investors weighing Argan’s growing project visibility against internal shareholder behavior. Next, we’ll examine how the Texas power project milestone and data-center...

Exxon Mobil's board has recommended relocating the company's legal domicile from New Jersey to Texas. The proposed move would align Exxon Mobil's legal home with its operating headquarters and core operations in Texas. The recommendation follows more than a century of the company being legally based in New Jersey. For shareholders watching Exxon Mobil (NYSE:XOM), the board's push to shift the legal base to Texas comes at a time when the shares trade around $148.13, with a return of 20.8%...

Why Rambus Stock Is Back in Focus Rambus (RMBS) is in the spotlight after its February 2 update on a supply chain disruption affecting Q1 2026 performance, followed by a securities law investigation that has added another source of uncertainty for shareholders. See our latest analysis for Rambus. Rambus shares have been under pressure in recent months, with a 30 day share price return of 16.3% and a 90 day share price return of 16.1%, even as the 1 year total shareholder return sits at 73.8%...

Hewlett Packard Enterprise (HPE) opened fiscal Q1 2026 with revenue of US$9.3 billion and basic EPS of US$0.32. This compares with a trailing twelve month picture that includes a basic EPS loss of US$0.18 on revenue of US$35.7 billion. Over recent quarters the company has reported revenue of US$8.5 billion in Q4 2024, US$7.9 billion in Q1 2025, US$7.6 billion in Q2 2025, US$9.1 billion in Q3 2025, US$9.7 billion in Q4 2025 and now US$9.3 billion in Q1 2026. Quarterly basic EPS has ranged from...

Bank of America reinstated coverage of Qualcomm (NasdaqGS:QCOM) with an Underperform rating, flagging multi billion dollar revenue risks tied to major customers reducing chip orders. Apple, Samsung, and Xiaomi are expected to scale back reliance on Qualcomm components over the next several years, with the analyst citing potential pressure through 2028. Qualcomm announced a new automotive AI partnership with UK based self driving startup Wayve, integrating Wayve’s driver software into the...

Roche’s persevERA Phase 3 breast cancer trial with giredestrant previously failed to meet its primary endpoint of improving progression-free survival, sparking renewed scrutiny of estrogen receptor–targeting therapies across the sector. Olema Pharmaceuticals’ separate palazestrant program, developed with Pfizer and Novartis and still in Phase 3 trials, has drawn attention as investors weigh whether its differentiated profile can set it apart from Roche’s setback. We’ll now look at how the...

Yext (YEXT) has wrapped up FY 2026 with fourth quarter revenue of US$112.0 million and basic EPS of US$0.03, alongside trailing twelve month revenue of US$446.6 million and EPS of US$0.31 that reflect its move into profitability over the past year. The company has seen quarterly revenue hold in a tight band between US$109.5 million and US$113.1 million since early FY 2026, while basic EPS has ranged from US$0.01 in Q1 to US$0.22 in Q2, a clear shift from losses in FY 2025 where quarterly EPS...

Taylor Morrison Home (NYSE:TMHC) is reporting a sharp decline in its order backlog after struggling to secure new home orders over the past two years. The company now faces expectations of lower revenue over the next 12 months, pointing to weaker demand conditions for its homebuilding operations. This shift in backlog and demand outlook marks a material change in operational momentum that has not been widely discussed yet. Taylor Morrison Home, a major US homebuilder focused on single...

If you are wondering whether Select Medical Holdings is fairly priced or offering value at today’s levels, you are not alone. This article is built to help you judge the stock through a clear valuation lens. The share price closed at US$16.26 most recently, with returns of 0.0% over 7 days, 3.6% over 30 days, 9.7% year to date, a 2.5% decline over 1 year, a 26.2% gain over 3 years, and a 6.4% decline over 5 years. This gives a mixed picture for investors weighing risk and potential...

Wondering if Hamilton Lane is attractively priced at around US$104.48, or if the market is asking too much for the shares right now? This article walks through that question step by step so you can judge the valuation for yourself. The stock has seen a 2.7% decline over the last 7 days, a 20.7% decline over the last 30 days, and a 23.5% decline year to date, while the 1 year return sits at a 24.3% decline and the 3 year and 5 year returns are 66.4% and 29.0% respectively. Those mixed results...