U.S. Communications Stock News

Blackstone (BX) has committed US$250 million to Advanced Digital Gaming Technology, a new Abu Dhabi based payments and data intelligence platform, putting regulated digital and gaming payments in the Middle East and Africa in sharper investor focus. See our latest analysis for Blackstone. Despite the ADGT announcement putting digital payments in focus, Blackstone’s recent price action has been weak. A 30 day share price return of 4.67% and a 90 day share price return of 30.18% have...

Event context and recent share performance First Interstate BancSystem (FIBK) has recently traded around $32.81, with the stock showing a 2.1% decline over the past day and a 5.2% decline over the past month, while year to date performance is a 7.1% decline. Over the past 3 months, the stock shows a 6.7% decline, but the 1 year total return stands at 21.7% and the 3 year total return at 35.6%, compared with a 6.3% decline over 5 years. See our latest analysis for First Interstate...

Wondering whether Woodward at around US$351 per share still offers value, or if most of the upside is already reflected in the price? This article breaks down what the current market price might be implying about the company. The stock has been volatile recently, with a 2.9% decline over the last 7 days and a 9.2% decline over the last 30 days, even though the year to date return is 13.0% and the 1 year return is 93.3%. Over a longer stretch, Woodward has returned 262.8% over 3 years and...

Why Macy's AI push matters for stock watchers Macy's (M) is drawing fresh attention after reporting early results from its new AI shopping tools, with test customers spending about 4.75 times more than those who did not use the assistant. This shift toward AI driven recommendations and virtual try ons sits alongside recent earnings, guidance and buybacks, giving investors new context for thinking about how the retailer is trying to influence customer behavior and support engagement. See our...

Wondering whether Establishment Labs Holdings is attractively priced today, or whether the recent share price leaves limited value on the table? This article breaks down what the current valuation figures actually say. The stock trades at US$55.31, with a 1 year return of 35.5% but a 30 day decline of 29.7% and a 7 day decline of 7.2%, so recent moves may have shifted how the market is pricing risk and opportunity. Over longer periods, returns of a 23.0% decline over 3 years and an 18.0%...

Broadcom (NasdaqGS:AVGO) has launched Symantec CBX, a cloud-based cybersecurity platform that combines Symantec and Carbon Black technologies. The new platform is aimed at organizations with limited security resources that are facing increasingly advanced cyber threats. Symantec CBX brings together endpoint, network, cloud, and data threat detection with AI powered incident prediction in a single offering. For investors watching Broadcom beyond its core semiconductor and infrastructure...

Are you wondering whether Intuit at around US$416 per share still makes sense for your portfolio, or if the recent price leaves too little potential upside? The stock has seen a 1.8% return over the past 30 days, compared with a much steeper 8.9% decline over the last week and a 31.7% drop over the past year. These moves can influence how the market views both its potential and its risks. Recent attention on Intuit has focused on its position as a core software provider to individuals and...

Why Horace Mann Educators (HMN) is on investors’ radar Horace Mann Educators (HMN) has drawn fresh attention after a period of mixed share performance, including a 1.3% decline over the past day and an 8.9% decline over the past 3 months. For investors following insurance names, the stock’s recent moves sit against a backdrop of US$1.7b in annual revenue and US$162.1m in net income across its three core segments. See our latest analysis for Horace Mann Educators. Across a longer window, HMN’s...

The US Federal Trade Commission has issued formal warnings to Mastercard and other major payment networks about debanking practices. The warning focuses on compliance with requirements around viewpoint neutrality and access to financial services. The communication signals potential regulatory follow up and enforcement risk tied to how accounts and transactions are handled. For Mastercard (NYSE:MA), this regulatory attention arrives at a time when the stock is trading at $484.24, with the...

AT&T (NYSE:T) is partnering with Think Together and Human-I-T to expand digital literacy programs for K-12 students across California. The collaboration extends access to The Achievery, AT&T's free digital education platform, and includes donations of refurbished laptops. The initiative combines technology, curriculum support, and community investment aimed at closing the digital divide. For investors watching AT&T at a share price of $29.1, this community investment adds another dimension...

Doximity recently highlighted that its platform now reaches over 80% of U.S. physicians and has delivered annual revenue growth of about 29.3% over the past five years, while generating strong free cash flow that can be used for investment or capital returns. This combination of broad physician adoption and substantial cash generation underscores Doximity’s position as a core digital tool for clinicians and a financially flexible business within healthcare technology. Next, we’ll examine how...

Recent Stock Performance and Business Context Travere Therapeutics (TVTX) has drawn investor attention after recent trading that leaves the shares about 8.5% lower over the past month and roughly 27.7% lower over the past 3 months. The company focuses on therapies for rare kidney and metabolic diseases, generates US$490.7m in revenue, and currently reports a net loss of US$50.3m, which keeps profitability and funding on many investors’ radar. See our latest analysis for Travere...

ServiceNow (NYSE:NOW) announced a record $7.75b acquisition of cybersecurity firm Armis, expanding its AI powered platform deeper into security. The deal marks the largest acquisition in ServiceNow's history and follows recent alliances focused on AI agent resilience and security, including partnerships with Cohesity and Zenity. This move raises fresh questions around capital allocation, risk management, and how security will sit alongside ServiceNow's core workflow and automation...

United Therapeutics reported positive phase 3 results from its TETON-1 study of nebulized Tyvaso in idiopathic pulmonary fibrosis (IPF). The trial met its primary efficacy endpoint and showed significant benefits over placebo with a favorable safety profile. The company plans to seek a supplemental FDA approval to add IPF to the Tyvaso label, supported by integrated data from TETON-1 and TETON-2. For investors watching United Therapeutics, ticker NasdaqGS:UTHR, this news arrives with the...

If you are wondering whether Franklin Resources at around US$22.75 is offering good value or potential overpayment, the recent share price path gives you a useful starting point. The stock has seen a 4.8% decline over the last week and a 14.3% decline over the last month, yet it still shows a 23.1% return over the past year, which can change how investors think about both risk and opportunity. Across the market, investors have been closely watching asset managers as sentiment around capital...

Strategy, traded as NasdaqGS:MSTR, appears to have paused its weekly Bitcoin purchases after a 13 week streak. No recent Bitcoin accumulation has been reported or publicized by Executive Chairman Michael Saylor. The pause breaks an established buying pattern that had become central to the company’s Bitcoin treasury approach. This shift comes alongside recent changes in preferred stock funding used to support prior Bitcoin acquisitions. For readers following NasdaqGS:MSTR, the company is...

Wondering if Atlanta Braves Holdings at around US$41.53 is offering good value or just a fan premium? This breakdown is designed to help you see what the current price really represents. The stock has seen a 1% decline over the last 7 days and a 5% decline over the last 30 days, while still showing returns of 4.2% year to date, 3.8% over 1 year, 23.2% over 3 years and 43.2% over 5 years. Recent coverage has focused on the company as a way to gain exposure to a well known sports franchise...

Why National Bank Holdings is on investors’ radar National Bank Holdings (NBHC) has been drawing attention after a recent period of mixed share performance, with a 1 day decline of 1.6% and a month return of 5.1%. Against that backdrop, investors are weighing the bank’s current valuation against its reported US$398.3m in revenue and US$108.7m in net income, along with multi year total return figures that extend up to the past 5 years. See our latest analysis for National Bank Holdings. At a...

Pinterest recently received a US$1.00 billion investment from affiliates of Elliott Investment Management and used the funds to launch a US$1.00 billion accelerated share repurchase under a broader US$3.50 billion board-approved program, underscoring its focus on capital returns. This move highlights Pinterest’s strong free cash flow profile and signals management’s confidence in the platform’s ability to support shareholder-focused capital allocation. We’ll now examine how this large...

Christopher Hogbin, CEO of Asset Management at Lazard, recently exercised a sizable block of stock options. Following the exercise, he sold a significant portion of common shares, reducing his direct shareholdings. Hogbin still holds a large position in Lazard through outstanding restricted stock units, keeping meaningful exposure to NYSE:LAZ. Lazard, traded on the NYSE under ticker NYSE:LAZ, last closed at $39.11. The share price reflects a 22.7% decline over the past 30 days and a 21.4%...

Wondering if Clearwater Analytics Holdings at around US$23.49 is offering good value right now, or if the price already reflects most of the upside you care about. The stock has been relatively steady in the near term, with a 0.9% return over the last 7 days and 0.4% over the last 30 days, while year to date it shows a 2.6% decline and the 1 year return sits at a 12.4% decline, compared with a 48.6% gain over 3 years. Recent coverage has focused on Clearwater Analytics Holdings as a listed...

Why the new Fiserv partnership matters for Western Alliance Bancorporation (WAL) Western Alliance Bancorporation (WAL) is back in focus after Fiserv announced an agent bank partnership that brings its Clover payments and business management tools directly to Western Alliance Bank’s commercial clients. The arrangement, described by Fiserv as its largest agent bank partnership by asset size, expands Western Alliance’s access to merchant technology for businesses ranging from small firms to...

With no single headline event driving attention today, JBS (NYSE:JBS) is drawing interest as investors look at its recent share moves and its sizeable global meat processing footprint across beef, pork, poultry, and prepared foods. See our latest analysis for JBS. JBS’s recent 7 day share price return of 13.01% and 90 day share price return of 17.53%, with the stock now at $17.03, suggest momentum has picked up after a quieter 30 day share price return of 0.83%. If the JBS move has you...

Hawaiian Electric Industries (NYSE:HE) has agreed to a $100 million settlement to resolve significant stockholder derivative lawsuits. The payment will be funded by insurers and also partially settles a related securities class action. The agreement is subject to final court approval, with upcoming hearings expected to clarify the remaining legal process. For shareholders watching NYSE:HE at a current share price of $14.67, this settlement addresses a key source of legal uncertainty. The...