U.S. Communications Stock News

Tidewater (TDW) is back in focus after extending its collaboration with Rimini Street to cover SAP systems and new tax software, a material upgrade aimed at unifying global financial operations. See our latest analysis for Tidewater. The extended Rimini Street partnership lands at a time when the 30-day share price return of 18.91% and 90-day share price return of 22.45% suggest building momentum, while the 1-year and 5-year total shareholder returns indicate a strong longer term record from...

In January 2026, Teva Pharmaceutical Industries issued long-term guidance indicating that 2026 revenue should be flat to slightly below 2025 levels, with operating profit expected to increase, followed by low-single digit revenue growth and a 30% operating profit rise in 2027 versus 2026. The company also outlined that by 2030 it aims for a mid-single digit compound annual revenue growth rate from 2026 and operating profit more than 30% higher than 2026, emphasizing a focus on improving...

KBR’s recent defense and energy wins KBR (KBR) has been in focus after securing a prime role on the Missile Defense Agency’s SHIELD program and being selected for Coastal Bend LNG’s front-end engineering and design work. Together, these contracts underline the company’s involvement in defense systems engineering and large scale energy infrastructure, giving investors fresh context for assessing KBR’s recent share performance and longer term project pipeline. See our latest analysis for...

ServiceNow (NYSE:NOW) has expanded its multi year partnership with OpenAI to embed advanced AI agents and GPT 5.2 directly into the Now Platform. The collaboration adds agentic AI and native speech to speech capabilities, aimed at handling complex enterprise workflows at scale. ServiceNow is also upgrading its global Partner Program and rolling out tighter security integrations, including work with authID. ServiceNow, trading at $133.11, sits at an interesting point for investors after a...

Levi Strauss & Co. (NYSE:LEVI) has launched the "Wear Longer Project" to promote clothing repair and customization among high school students. The program supports the company’s sustainability efforts by encouraging longer garment use and more responsible apparel consumption. The initiative focuses on youth education around repair skills, personalization, and the environmental impact of clothing waste. For investors tracking NYSE:LEVI, this move ties directly to brand identity and long term...

Earlier this month, Qnity Electronics reaffirmed its full-year 2025 net sales guidance of about US$4.70 billion and announced that long-time finance executive Mike Goss will serve as Interim Chief Financial Officer following Matt Harbaugh’s health-related departure. The combination of steady guidance and a seasoned interim CFO, who brings nearly three decades of experience at DuPont and Ernst & Young, has sharpened investor focus on Qnity’s role as a newly independent supplier of...

Recent news around OneMain Holdings (OMF) is pulling investors in two directions, with an expanded loan sale agreement to TPG Inc. on one side and a JPMorgan downgrade on the other. See our latest analysis for OneMain Holdings. Those mixed headlines have come after a softer patch for the stock, with a 6.5% 30 day share price return decline and a 6.7% year to date share price return decline, even as the 1 year total shareholder return sits at 20.7% and the 5 year total shareholder return at...

Capital One Financial (NYSE:COF) has agreed to acquire fintech firm Brex for US$5.15b. The deal is aimed at expanding Capital One’s technology driven corporate finance and payments offerings. The move follows the company’s Discover acquisition and approval of a US$425 million class action settlement over savings account interest rates. For you as an investor, this is a significant move in business payments and spend management, an area where software driven tools are increasingly tied to...

HP (NYSE:HPQ) introduced its HyperX OMEN MAX 16 gaming laptop at CES 2026, a high profile launch focused on the gaming segment. The debut highlighted HP's continued attention to gaming hardware at one of the industry's most visible events. Investors are watching how this gaming push fits into HP's broader plan to stay competitive in a challenging PC and device market. HP's share price sits at $19.43, with the stock showing a 38.0% decline over the past year and a 25.6% decline over three...

Recent analyst attention on Krystal Biotech (KRYS), including a top ranking and higher earnings estimates, has pushed the stock into focus as investors respond to this shift in sentiment and its recent market outperformance. See our latest analysis for Krystal Biotech. That analyst enthusiasm comes on top of strong recent price action, with a 30 day share price return of 12.03%, a 90 day share price return of 51.25%, and a 1 year total shareholder return of 81.86%. This suggests that momentum...

Regulators have rejected Union Pacific's proposed merger application with Norfolk Southern, citing incomplete documentation. The Surface Transportation Board classified a related transaction as major, requiring a resubmission that could introduce a multiyear delay. This decision is one of the most significant regulatory interventions in the rail industry in recent years, with implications for consolidation and competition. For Union Pacific, ticker NYSE:UNP, the merger setback arrives at a...

Burford Capital (NYSE:BUR) has drawn fresh attention after launching a planned $450 million private offering of senior notes due 2034. The proceeds are earmarked to redeem 2026 bonds and for broader corporate uses. See our latest analysis for Burford Capital. The planned 2034 notes come after a period of mixed market signals, with a 30-day share price return of 8.33% and a year-to-date share price return of 11.43%. The 1-year total shareholder return is 29.46% lower, suggesting recent...

Why Arlo’s new shelf registration is on investors’ radar Arlo Technologies (ARLO) has filed a shelf registration for up to US$58.47 million of common stock, tied to 4,200,189 shares in an ESOP related offering that could affect future dilution and funding flexibility. See our latest analysis for Arlo Technologies. The shelf registration arrives after a sharp 33.18% 90 day share price decline and a softer 1.81% year to date share price return. However, Arlo’s total shareholder return of 9.71%...

If you are wondering whether McCormick's current share price fairly reflects its long term potential, this article will walk through what the numbers are really saying about value. McCormick shares recently closed at US$60.79, with returns of 9.3% decline over 7 days, 11.7% decline over 30 days, 9.6% decline year to date and 16.7% decline over 1 year. These moves may change how investors think about both risk and opportunity around the stock. Recent news coverage has focused on how market...

In recent days, Payoneer India Pvt Ltd, a subsidiary of Payoneer Global Inc., received in-principle authorization from the Reserve Bank of India to operate as a Payment Aggregator – Cross Border, enabling it to facilitate both inward and outward transactions for Indian importers and exporters. This regulatory milestone, alongside Payoneer’s ongoing platform expansion through acquisitions and its focus on end-to-end solutions for small and mid-sized businesses, reinforces its push to embed...

If you are wondering whether Enphase Energy's share price actually reflects its underlying value, you are not alone. That is exactly what this article will help you assess. The stock last closed at US$39.46, with returns of 12.8% over 7 days and 20.1% over 30 days, while the 1-year return of a 37.7% decline and 3-year and 5-year returns of 81.2% and 78.4% declines tell a very different story. Recent coverage of Enphase has focused on its position in the solar and semiconductor space and how...

In January 2026, Goldman Sachs reported fourth-quarter 2025 net income of US$4,617 million, raised its quarterly dividend to US$4.50 per share, and continued large-scale bond issuance while advancing a pivot toward asset and wealth management and exiting lower-return consumer banking. Together with strong M&A and trading performance and an ongoing share buyback that has retired 3.68% of shares, these moves underscore a tighter focus on higher-fee, capital-light businesses and shareholder...

If you are wondering whether Newegg Commerce's share price still lines up with its fundamentals, you are not alone. That is exactly what this article is here to unpack for you. The stock closed at US$48.96 most recently, after a 10.6% decline over the last 7 days and a 10.5% decline over the last 30 days, while its 1 year return sits at 429.3% and its 3 year return at 21.2%. Recent attention on Newegg Commerce has been shaped by ongoing interest from investors tracking its sharp share price...

BJ’s Wholesale Club has recently opened new warehouse clubs in Selma, North Carolina, and Chattanooga, Tennessee, each with onsite BJ’s Gas and time-saving shopping options such as curbside pickup, same-day delivery and mobile ExpressPay. The company is pairing these physical expansions with aggressive, location-specific membership promotions and ongoing food bank partnerships, underscoring a focus on both member growth and local community support. We’ll examine how this push into new...

Oklo (NYSE:OKLO) has entered a binding agreement with Meta to develop a 1.2 GW advanced nuclear campus in Ohio. The multi-phase project is designed to supply clean power for Meta's growing data center needs linked to AI and cloud computing. Meta plans to provide prepayments that will help fund early development of the campus. The partnership sits against a backdrop of supportive regulatory reforms and political backing for nuclear power in the US. For Oklo, a developer of advanced nuclear...

With no single headline event driving Arthur J. Gallagher (AJG) today, investors may be considering the stock in light of its recent performance, its mixed returns over different time frames, and the company’s current valuation signals. See our latest analysis for Arthur J. Gallagher. At a share price of $253.21, Arthur J. Gallagher’s recent 1 day share price return of 1.13% contrasts with its 90 day share price return of a 9.8% decline, while the 5 year total shareholder return of 131.38%...

WisdomTree (NYSE:WT) has launched two new funds, the Efficient TIPS Plus Gold Fund and the Efficient Long/Short U.S. Equity Fund. The funds blend inflation linked bonds with gold and apply machine learning techniques to long and short U.S. equities. The launches come as WisdomTree continues to build out its digital asset services and private markets offerings. For you as an investor, these products highlight where WisdomTree is aiming to differentiate, combining inflation protection, gold...

Baker Hughes (NasdaqGS:BKR) CEO recently spoke at the World Economic Forum about current energy market trends. The discussion covered the impact of geopolitical conflicts on energy supply and investment decisions. The CEO highlighted emerging opportunities in markets such as Venezuela. The remarks also focused on Baker Hughes initiatives to reduce carbon emissions across its offerings. Baker Hughes, an energy technology and services company, sits at the center of global demand for oilfield...

Earlier in January 2026, Stoke Therapeutics announced accelerated timelines for completing enrollment in the Phase 3 EMPEROR study of zorevunersen in Dravet syndrome, with enrollment now expected to finish in the second quarter of 2026 and a Phase 3 data readout anticipated in mid-2027 to support a rolling NDA submission. An important insight is the ongoing multidisciplinary dialogue with the FDA under Breakthrough Therapy Designation, which highlights active exploration of expedited...