U.S. Communications Stock News

Eli Lilly has announced plans to invest more than US$3.50 billion in a new injectable-medicine manufacturing facility in Pennsylvania’s Lehigh Valley, dedicated to next-generation weight-loss therapies such as the investigational retatrutide. This plant, Lilly’s fourth new U.S. site since 2025, highlights how the group is pairing AI-enabled manufacturing with a large domestic expansion program exceeding US$50.00 billion in capital commitments to support its obesity portfolio. With this...

Selective Insurance Group (SIGI) drew investor attention after reporting fourth quarter results that topped earnings expectations, alongside an improved combined ratio, higher book value per share, and continued capital returns via dividends and share repurchases. See our latest analysis for Selective Insurance Group. The better than expected fourth quarter earnings and improved combined ratio seem to have coincided with firmer sentiment. There is a 7 day share price return of 5.01% and a 90...

Palantir Technologies (NasdaqGS:PLTR) is expanding its AI platforms across HD Hyundai, supporting group-wide projects in areas such as shipbuilding and robotics. The company has also been selected as a key partner for Sovereign AI data center infrastructure across EMEA, supporting advanced AI workloads for commercial and governmental clients. These developments highlight Palantir's growing role in large scale enterprise AI deployments beyond its traditional U.S. government base. Palantir...

What the latest results and buybacks tell you Steel Dynamics (STLD) just released full year 2025 results, with sales of US$18.18b and lower net income and earnings per share than a year earlier, alongside an update on its recently completed share repurchase activity. See our latest analysis for Steel Dynamics. At a share price of US$179.57, Steel Dynamics has seen a 15.13% 90 day share price return and a very large 5 year total shareholder return. However, the 1 day and 7 day share price dips...

H2O America, NasdaqGS:HTO, announced an increase in its quarterly cash dividend. The company also raised its full year dividend outlook. The update signals management's view on the strength of the dividend profile going forward. H2O America, NasdaqGS:HTO, operates in the water services space, a sector that tends to draw attention from investors who care about essential infrastructure and steady cash flows. Dividend changes often stand out in this kind of business, because they can shape how...

Onto Innovation (ONTO) just picked up the 2026 SPIE PRISM Award for its 4Di InSpec SR Surface Roughness Gauge, drawing attention to its metrology tools as investors look ahead to the February 19 earnings release. See our latest analysis for Onto Innovation. The award news lands as Onto Innovation’s share price sits at US$202.05, with a 30 day share price return of 21.81% and a 90 day share price return of 53.41%. However, the 1 year total shareholder return is slightly negative while the 5...

Why Travelers Companies (TRV) is back in focus after its latest results Travelers Companies (TRV) is attracting fresh attention after a fourth quarter earnings beat that management linked to lower catastrophe losses, stronger net investment income, and broad underwriting gains across its core insurance segments. See our latest analysis for Travelers Companies. Those earnings and capital return moves sit alongside a 6.3% 90 day share price return and a 17.9% one year total shareholder return...

In late January 2026, Zeta Global Holdings was caught in a broad software-sector sell-off after mixed earnings and weaker cloud outlooks from major players like SAP and ServiceNow weighed on sentiment toward enterprise and advertising software companies. The episode highlights how concerns about rising AI-related costs and slower cloud momentum at industry leaders can pressure smaller software names even without company-specific news. We’ll now examine how this sector-wide reaction to AI...

Nucor (NYSE:NUE) has started up new mills and galvanizing lines, marking a major phase of operational progress beyond its latest earnings report. The company reports strong backlog growth across steel mills and products, underscoring demand for its expanded capabilities. Nucor is advancing low carbon steel offerings, including Econiq, and investing in fusion energy and other technologies tied to long term decarbonization. Additional projects, such as a new mill in West Virginia and further...

Event overview and why Melco matters now With no single headline event driving attention to Melco Resorts & Entertainment (MLCO) today, recent share performance and fundamentals are doing most of the talking for investors watching this casino and resorts operator. See our latest analysis for Melco Resorts & Entertainment. Melco’s US$6.06 share price sits against a 30 day share price return of 19.31% and a 90 day share price return of 27.43%, while the 1 year total shareholder return of 2.54%...

Assessing Maximus after recent share price moves Maximus (MMS) has seen a mix of short term moves, with a 1 day return near flat, a negative week, and stronger month and past 3 months performance. The stock recently closed at $94.44. See our latest analysis for Maximus. That recent pullback over the week comes after a steady stretch, with a 30 day share price return of 9.22% and a 1 year total shareholder return of 27.43%, suggesting momentum has generally been positive over the past year. If...

Cimpress (CMPR) pushed past US$1b in quarterly revenue in Q2 2026, raised its 2026 guidance for revenue, adjusted EBITDA and free cash flow, and reiterated confidence in its longer term 2028 financial targets. See our latest analysis for Cimpress. The guidance upgrade and first ever US$1b quarter have come alongside a 20.5% 1 month share price return and a 16.1% 3 month share price return. The 3 year total shareholder return of 116.4% contrasts with a 5 year total shareholder return decline...

Why Brinker's latest quarter matters for investors Brinker International (EAT) just posted fiscal second quarter results that topped analyst estimates and lifted full year earnings and revenue guidance, putting the spotlight on Chili's same store sales trends and restaurant level execution. See our latest analysis for Brinker International. At a share price of US$157.72, Brinker has had a 90 day share price return of 50.14% and a 3 year total shareholder return of about 3x, suggesting...

On January 29, 2026, First Advantage Corporation announced that Board member Bianca Stoica resigned from the Board and its Compensation Committee, with the company stating her departure was not related to any disagreement over operations, policies, or practices. Her exit comes as investors are already focused on First Advantage’s response to AI-driven disruption in employment services and a major shareholder’s recent decision to reduce its stake. Against this backdrop, we will explore how...

Raymond James recently upgraded its rating on Flex Ltd., highlighting the company’s differentiated power solutions for hyperscale data centers within the cloud and AI infrastructure space. The focus on higher-margin power offerings suggests that Flex’s expanding role in data center infrastructure could meaningfully influence its overall profitability mix. Next, we’ll explore how this upbeat view on Flex’s cloud and AI power solutions shapes the company’s broader investment narrative. AI is...

Earnings beat, guidance update and new contracts Tetra Tech (TTEK) recently reported quarterly earnings and revenue above analyst estimates, lifted its full year net revenue guidance, and secured a long term U.S. Missile Defense Agency SHIELD contract alongside two defense focused consulting acquisitions. At the same time, the company increased its dividend and continued share repurchases. These moves, together with higher margin advisory work and international contributions, are shaping how...

What Cavco Industries stock’s recent pullback means for investors Cavco Industries (CVCO) has pulled back recently, with the share price showing negative returns over the past week, month, and past 3 months. This has prompted a closer look at how the business is currently positioned. See our latest analysis for Cavco Industries. The recent 1 day share price decline of 20.32%, following a 7 day share price return of 26.27% and a 30 day share price return of 16.83%, has sharply reversed earlier...

Peoples Bancorp (PEBO) has drawn fresh attention after reporting fourth quarter 2025 results, including higher net interest income, an 86.4% rise in net earnings, and an affirmed quarterly cash dividend of $0.41 per share. See our latest analysis for Peoples Bancorp. The recent earnings beat and dividend affirmation have come alongside a 90 day share price return of 12.76% and a 1 year total shareholder return of 5.25%. The 3 year total shareholder return of 25.08% points to steadier gains...

If you are wondering whether Aflac's current share price reflects its real worth, you are not alone. This article focuses squarely on what you are getting for the price you pay. Aflac last closed at US$110.95, with returns of 3.6% over the past 7 days, 0.6% over 30 days, 0.6% year to date, 5.6% over 1 year, 70.8% over 3 years and 174.2% over 5 years. Recent attention on Aflac has been shaped by ongoing coverage of its role in the insurance sector and discussion around how its long term share...

Levi Strauss (NYSE:LEVI) is reshaping its business, discontinuing the Denizen brand and preparing to sell Dockers. The company is accelerating a direct to consumer first approach while expanding its Beyond Yoga segment. Levi Strauss is also increasing its use of artificial intelligence across operations and customer engagement. Levi Strauss, trading at $19.88, is making several material changes at once that go well beyond tweaking a single brand or product line. The stock is up 7.5% over...

Janux Therapeutics announced in January 2026 that it had entered a collaboration and exclusive worldwide license agreement with Bristol Myers Squibb to develop a novel tumor-activated solid-tumor therapy, potentially worth up to US$850 million in upfront, near-term, and milestone payments plus tiered royalties. In parallel, Bristol Myers Squibb’s recent AI-focused partnership with Microsoft on early lung cancer detection highlights how the company is pairing oncology drug development with...

Gap (GAP) is back in focus after reporting Q3 revenue growth of 3% year on year, beating analyst expectations on sales, EBITDA and gross margin, and posting a seventh consecutive quarter of positive comparable sales. See our latest analysis for Gap. The recent Q3 beat and a series of upbeat analyst updates have coincided with a 22.67% 90 day share price return and a 104.70% three year total shareholder return, signalling firm momentum from short term traders and longer term holders alike. If...

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-DIMER-PA, an RNAi therapeutic targeting atherosclerotic cardiovascular disease caused by mixed hyperlipidemia by silencing PCSK9 and APOC3. This is the first clinical RNAi candidate designed to simultaneously target two genes in a single molecule, highlighting a new approach to treating residual cardiovascular risk in patients with elevated LDL cholesterol and triglycerides. We will now explore how this...

Franklin Resources (BEN) opened fiscal 2026 with Q1 revenue of US$2.3 billion and basic EPS of US$0.49, alongside net income of US$255.5 million and trailing twelve month EPS of US$1.09. This sets a clear marker for how the year is starting to shape up. Over recent periods, revenue has moved from US$2.2 billion in Q4 2024 to US$2.1 billion in Q2 2025, US$2.1 billion in Q3 2025, US$2.3 billion in Q4 2025 and now US$2.3 billion in Q1 2026, while quarterly EPS has ranged from a loss of US$0.18...