U.S. Communications Stock News

If you are wondering whether Alphatec Holdings at around US$11 is a bargain or a value trap, the key is to look past the headline share price and into how it stacks up on valuation. The stock has seen a 9.5% decline over the last week, a 19.2% decline over the last 30 days, and is down 47.0% year to date, even though the 1 year return sits at 8.5%. These moves sit against a backdrop of ongoing interest in medical equipment companies, with investors weighing up growth potential in specialist...

In March 2026, Agilent Technologies received U.S. Food and Drug Administration approval for its PD-L1 IHC 22C3 pharmDx, Code SK006, as the only FDA-approved companion diagnostic to identify esophageal or gastroesophageal junction carcinoma patients (CPS = 1) who may be eligible for Merck’s KEYTRUDA (pembrolizumab) combination therapy. This eighth KEYTRUDA-related indication for PD-L1 IHC 22C3 pharmDx strengthens Agilent’s role in precision oncology by broadening its companion diagnostic...

Box (BOX) has expanded its equity buyback plan, adding US$500 million in authorization to reach US$1.86b and extending the program through September 30, 2027. This move refocuses attention on capital returns. See our latest analysis for Box. At a share price of US$23.32, Box has a 90 day share price return of 23.31% and a one year total shareholder return of 24.43% decline, pointing to fading momentum even as the larger buyback program draws fresh attention from investors. If you are weighing...

With U.S. Bancorp around US$50.88, you might be wondering whether the current share price reflects solid value or if expectations have already been priced in. Over shorter periods the stock has been choppy, with a 1.2% decline over the last week and a 6.9% decline over the past month, while still showing a 25.6% return over 1 year and 64.2% over 3 years. Recent coverage has focused on how U.S. Bancorp fits into the broader U.S. banking sector and how investors are weighing interest rate...

Executive transition and business backdrop at Remitly Global Remitly Global (RELY) has drawn fresh attention after outlining a planned Chief Accounting Officer transition alongside recent gains in active customers and free cash flow margins, a mix that keeps investors focused on execution. See our latest analysis for Remitly Global. At a share price of US$15.32, Remitly’s 1 day share price return of 2.07% and 90 day share price return of 10.53%, alongside a 1 year total shareholder return...

GATX (GATX) has attracted attention after recent share price pressure, including an approximately 9% decline over the past month. This has prompted investors to reassess the railcar and engine leasing company’s fundamentals and valuation. See our latest analysis for GATX. While the recent 9% one month share price decline has weighed on sentiment, GATX’s 1 year total shareholder return of about 9% and 3 year total shareholder return close to 60% show that the longer term picture has been...

Wondering if Bristol-Myers Squibb at around US$59.73 is a bargain or a value trap? This article walks through the key signals that matter for you as a shareholder or potential investor. The stock is up 4.8% over the last week and 11.7% year to date. However, the 30-day return is a 4.2% decline and the one-year return sits at 2.9%, with a three-year return of a 1.7% decline and a five-year return of 14.4%. Recent attention on large pharmaceutical names, including Bristol-Myers Squibb, has...

Wondering if National Energy Services Reunited at around US$20.81 is still offering value after its strong run, or if most of the opportunity has already been priced in. The stock has seen a 31.8% gain year to date and a very strong 182.7% return over the last year, although the past week and month show 5.1% and 16.9% declines that may be catching the eye of investors watching for a better entry point or shifting risk sentiment. Recent coverage has focused on how the market is reassessing...

Nektar Therapeutics presented new Phase 2b data for rezpegaldesleukin at the 2026 American Academy of Dermatology Annual Meeting. The data showed significant improvement in moderate to severe atopic dermatitis and severe to very severe alopecia areata. The company plans to start a Phase 3 program in atopic dermatitis following these results. Rezpegaldesleukin has received recent Fast Track designations from the FDA. Nektar Therapeutics (NasdaqCM:NKTR) is back in focus after sharing detailed...

Why Salesforce stock is drawing attention now Salesforce (CRM) is back on many investors’ screens after a choppy run, with the share price showing a 3.2% gain over the past day but negative returns over the month and past 3 months. See our latest analysis for Salesforce. That 3.2% 1 day share price return to US$185.03 comes after a weaker patch, with a 30.4% 3 month share price decline and a 30.6% 1 year total shareholder return decline suggesting momentum has been fading recently. If...

In March 2026, Sociedad Química y Minera de Chile S.A. reported that its Board had unanimously agreed to recommend a final dividend of 50% of 2025 net income, equivalent to US$1.03 per share, to be paid in Chilean pesos in May 2026 if approved at the April 23, 2026 shareholders’ meeting. This proposed uplift from the current 30% payout policy highlights a shift toward returning a larger share of earnings to investors, contingent on 2025 profitability. We’ll now examine how this proposed move...

If you are wondering whether XPeng's share price reflects its real worth, or if the market is mispricing the story, this article walks you through what the numbers are actually saying. XPeng's stock last closed at US$16.72, with returns of an 11.4% decline over 7 days, 4.8% decline over 30 days, 18.2% decline year to date and 19.3% decline over 1 year, set against a 52.0% gain over 3 years and 53.6% decline over 5 years. These mixed returns sit against a backdrop of ongoing headlines about...

Telesat (TSAT) stock has drawn attention after recent trading, with a 1 day return of about negative 9% and a 7 day move around negative 17%, following a strong past year and past 3 months. See our latest analysis for Telesat. Despite the recent pullback, with a 1 day share price return of negative 9.15% and a 7 day share price return of negative 17.34%, Telesat still shows stronger momentum over longer periods. This includes a 1 year total shareholder return of 78.70% and a 3 year total...

In March 2026, BlackSky Technology Inc. announced a seven-figure Assured extension contract with an international customer, alongside a US$47.812697 million ESOP-related shelf registration filing and a presentation by CTO Patrick O’Neil at the SATELLITE 2026 conference in Washington, D.C. The contract centers on BlackSky’s Gen-3 constellation, offering 35-centimeter imagery and AI-enabled analytics through its dual-generation, tip-and-cue architecture, underscoring growing customer appetite...

Micron Technology has started mass production of its HBM4 memory for Nvidia's Vera Rubin platform. The company reports that its entire HBM4 production capacity for calendar 2026 is already committed under binding contracts. Micron has entered into its first five year customer agreement, an unusual move in a sector that typically works on shorter contracts. Micron Technology, NasdaqGS:MU, is stepping deeper into the high bandwidth memory segment at a time when its share price sits around...

PayPal Holdings, Inc. recently added Alyssa Henry, former CEO of Block’s Square business, to its Board of Directors while long‑time director Gail J. McGovern chose not to stand for re‑election at the upcoming 2026 Annual Meeting, alongside product, client, and conference updates across its payments and security operations. The global expansion of its dollar‑backed stablecoin PYUSD to 70 markets and deeper integration with Bybit EU highlight PayPal’s push to embed itself more firmly at the...

Wondering if Kratos Defense & Security Solutions is still reasonably priced after a strong run, or if the recent pullback has changed the picture? This breakdown is aimed squarely at helping you frame that question. The stock closed at US$65.28, with returns of 122.8% over 1 year and 391.2% over 3 years, but the last 7 days and 30 days show declines of 15.8% and 24.3% respectively, with the year-to-date return at a 17.7% decline. Recent headlines have focused on Kratos as a defense and...

We wouldn't blame Hewlett Packard Enterprise Company ( NYSE:HPE ) shareholders if they were a little worried about the...

Investors were underwhelmed by the solid earnings posted by Kanzhun Limited ( NASDAQ:BZ ) recently. We did some digging...

Rising geopolitical tensions linked to the Iran war are raising fresh concerns about semiconductor supply chains. Helium, a key material for chip manufacturing, is in focus as potential disruption risks resurface. KLA Corporation (NasdaqGS:KLAC), a major supplier of process control and metrology tools to chip fabs, sits close to these supply chain fault lines. KLA earns much of its business from equipment and services that depend on stable fab activity and access to advanced materials such...

In March 2026, Trane Technologies reported it had completed all required U.S. Department of Energy lab tests for its advanced commercial rooftop units and was uniquely recognized for exceeding optional cold-climate heating capacity and efficiency criteria. This DOE validation, alongside field trials in Illinois and Wisconsin and prior cold-climate heat pump challenge success, highlights Trane’s focus on high-efficiency HVAC solutions for demanding environments. Next, we’ll examine how this...

Nebius Group (NasdaqGS:NBIS) has agreed a multibillion dollar AI infrastructure deal with Meta Platforms, with the contract value exceeding Nebius's prior valuation. The company has also secured a $2b investment and an expanded partnership with Nvidia focused on advanced AI compute. Nebius plans to build one of Europe's largest AI data centres in Finland as part of its capacity expansion. Nebius Group operates in the AI cloud infrastructure space, supplying high end computing capacity to...

NVIDIA (NasdaqGS:NVDA) is expanding real world AI infrastructure partnerships and reference architectures across power, data centers, and industrial deployments. New initiatives include grid connected AI factories such as the Vera Rubin DSX AI Factory reference design for faster integration with utility networks. The company is working with utilities, data center providers, and sector specialists to support AI solutions in energy, healthcare, robotics, automotive, and logistics. NVIDIA is...

In March 2026, monday.com’s monday agent labs launched Agentalent.ai, a managed marketplace built with AWS and Anthropic that lets enterprises authenticate, evaluate, and hire AI agents for defined business roles, while offering builders streamlined access to large customers. An early roster of collaborators, including Wix, Mesh Payments, and several consulting partners exploring AI agents for marketing and operational workflows, highlights how monday.com is positioning itself at the center...