U.S. Communications Stock News

AMD is reporting extended server CPU shipment delays to Chinese customers as AI infrastructure demand strains global supply chains. The supply crunch coincides with AMD scaling its next generation AI hardware portfolio, including the Helios rack scale server and upcoming Instinct MI400 Series. AMD is deepening partnerships such as its expanded collaboration with GIGABYTE on AI focused laptops, motherboards, and displays. The company recently reported record Q4 results, highlighting growing...

In recent months, Toast reported that its annual recurring revenue reached about US$2.02 billion in the third quarter, reflecting strong year-on-year growth and signaling that restaurant customers remain deeply tied to its platform. At the same time, analysts have been revisiting their views on Toast and its competitive landscape, balancing robust subscription traction against ongoing concerns about profitability and market disruption from artificial intelligence. Against this backdrop of...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Mama's Creations, Inc. ( NASDAQ:MAMA ) shares have continued their recent momentum with a 27% gain in the last month...

The Primoris Services Corporation ( NYSE:PRIM ) share price has done very well over the last month, posting an...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Maxeon Solar Technologies, Ltd. ( NASDAQ:MAXN ) shares have had a really impressive month, gaining 26% after a shaky...

Tesla has recently reported weaker 2025 financial results and accelerating declines in its core automotive business, while committing US$20,000,000,000 of 2026 capital spending to robotaxis, humanoid robots, AI infrastructure, and expanded solar manufacturing, including discontinuing the Model S and Model X to free factory capacity for Optimus. At the same time, Elon Musk is consolidating his broader empire through the SpaceX–xAI merger and exploring a possible tie-up with Tesla, raising...

CRISPR Therapeutics: Recent Moves and Performance Snapshot CRISPR Therapeutics (CRSP) has been drawing attention after recent share price moves. The stock closed at US$48.74 and showed mixed returns over the past week, month, and past three months. See our latest analysis for CRISPR Therapeutics. The recent 6.23% 1 day share price gain to US$48.74 comes after a softer patch, with a 30 day share price return of 15.95% and a year to date share price return of 9.35%. The 1 year total shareholder...

Open Text (NasdaqGS:OTEX) has just posted Q2 2026 results, with revenue of US$1.3 billion and basic EPS of US$0.67, setting the tone for how investors weigh the latest quarter against recent history. The company has seen quarterly revenue move between US$1.25 billion and US$1.33 billion over the last six reported periods, while basic EPS has ranged from US$0.11 to US$0.87. This puts the latest quarter somewhere in the middle of its recent earnings power, with margins continuing to be a key...

Morgan Stanley (NYSE:MS) is leading global mergers and acquisitions activity in the power sector. The firm is hosting its annual Inclusive & Sustainable Ventures Demo Day, focused on startups working on sustainability and inclusion. These developments highlight the bank’s involvement in both large scale power sector dealmaking and early stage ESG focused ventures. Morgan Stanley, a global financial services firm with a large investment banking franchise, is taking a visible role in power...

Cathay General Bancorp recently appointed seasoned banking analyst Lana Chan as a Class I director, while long-serving director Jane Jelenko plans to retire on April 30, 2026, leaving the company with twelve directors, eight of whom are independent. Chan’s three decades of experience in bank analysis and her recent consulting role with Cathay Bank add a specialized insider perspective on investor engagement and risk oversight to the boardroom. Against this backdrop, we’ll explore how Chan’s...

VSE Corporation has completed large equity and composite units offerings to fund its acquisition of Precision Aviation Group, Inc. The capital raise is directly tied to closing this significant aviation services deal for VSE. The transaction marks a material capital markets event for VSE and its shareholders. For investors tracking NasdaqGS:VSEC, the financing comes at a time when the shares trade at $199.99, with the stock up 10.3% year to date and 89.8% over the past year. The move to use...

Tapestry (TPR) has reported a busy Q2 2026, with revenue of US$2.5b and basic EPS of US$2.75, following Q1 2026 revenue of US$1.7b and basic EPS of US$1.32 as the business cycles through its key selling seasons. Over the past few quarters, total revenue has moved between US$1.5b and US$2.5b, while quarterly EPS has ranged from a loss of US$2.49 per share in Q4 2025 to a profit of US$2.75 in the latest period. This gives investors plenty to think about on earnings quality and margin...

Recently, Magnite reported that its independent sell-side advertising platform has delivered strong revenue gains and healthier free cash flow, giving it more flexibility to reinvest or return capital to investors. An interesting angle is that earlier spending on technology and platform expansion now appears to be translating into higher returns on capital for the business. Next, we’ll examine how Magnite’s improving free cash flow profitability may influence its longer-term investment...

For investors wondering whether Marex Group at around US$40.48 is offering good value right now or if the easy money has already been made, this article is designed to help you assess that using a clear valuation lens. The stock has logged returns of 2.5% over the last 7 days, 4.4% over 30 days, 6.7% year to date and 12.0% over the past year. This naturally raises questions about what is already priced in and how much risk the market is assuming. Recent news coverage around Marex Group has...

AT&T (NYSE:T) has completed its acquisition of Lumen’s Mass Markets fiber business, expanding its fiber footprint and customer reach. The company has also announced new collaborations with AWS and Amazon Leo to support connectivity, cloud services, and satellite broadband solutions. These moves were confirmed within the past week and are aimed at broadening AT&T’s role in nationwide connectivity for both consumers and enterprises. AT&T, trading at $27.13, is making fiber, cloud, and...

Event context and recent stock performance Limbach Holdings (LMB) shares have recently drawn attention after a period of mixed returns, with gains over the past month and past 3 months contrasted by a negative 1 year total return. For investors, that combination of shorter term strength and a weaker 1 year outcome can raise questions about how current pricing lines up with the company’s fundamentals and recent financial results. See our latest analysis for Limbach Holdings. The recent pattern...

GrafTech International (EAF) closed out FY 2025 with Q4 revenue of US$116.5 million and a basic EPS loss of US$2.50, alongside a trailing twelve month revenue base of US$504.1 million and an EPS loss of US$8.45. The company has seen quarterly revenue move between US$111.8 million and US$144.0 million over the 2025 fiscal year, while quarterly EPS losses ranged from US$1.10 to US$3.35. This has left margins under clear pressure for shareholders watching the path back toward profitability. See...

Blue Owl Capital (OWL) closed out FY 2025 with fourth quarter revenue of US$755.6 million and basic EPS of US$0.07, alongside net income of US$47.7 million, putting a clear set of numbers in front of investors watching the story unfold. The company reported revenue of US$600.9 million and EPS of US$0.05 in Q3 2024 and US$755.6 million and EPS of US$0.07 in Q4 2025, while trailing twelve month revenue reached US$2.9 billion and EPS came in at US$0.12. These figures frame a results season...

In early February 2026, Gilat Satellite Networks announced an order of over US$10,000,000 for its Wavestream Powerstream Ka solid state power amplifiers to support the ongoing rollout of ground infrastructure for a leading Low Earth Orbit constellation over the next 12 months. This order underlines Gilat’s role in supplying critical multi-orbit gateway equipment that supports continuous, high-capacity operations across LEO, MEO, and GEO satellite networks. Next, we’ll examine how this...

Triumph Financial (NYSE:TFIN) has expanded its payments network to include eight of the ten largest U.S. freight logistics firms. The company recently added JB Hunt to its roster of logistics partners, broadening its reach in freight payments. Alongside the network expansion, Triumph Financial is rolling out automation and workforce reductions in its factoring segment to support margin improvements. These moves come as the trucking sector continues to face industry headwinds. Triumph...

Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with Cognizant to roll out AI-driven modernization solutions for healthcare and enterprise clients. The collaboration is focused on secure, AI-enabled tools designed for highly regulated sectors and complex, mission-critical workflows. The deal highlights Palantir’s push to expand beyond government contracts into broader commercial use cases for its platforms. Palantir enters this agreement with Cognizant with its shares at...

Adaptive Biotechnologies (ADPT) closed out FY 2025 with Q4 revenue of US$71.7 million and a basic EPS loss of US$0.09, alongside net income excluding extra items of a US$13.6 million loss. This provides a clear snapshot of where the business stands after a volatile year. The company reported revenue of US$47.5 million in Q4 2024 and US$71.7 million in Q4 2025, while basic EPS moved from a loss of US$0.23 to a loss of US$0.09 over the same period. This places the focus on how far these revenue...