U.S. Communications Stock News

In late January 2026, Kraft Heinz disclosed that Berkshire Hathaway may sell its roughly 325 million-share stake and confirmed plans to split its global sauces arm from its North American grocery business in the second half of 2026. At the same time, Heinz introduced a limited-edition 114 oz stainless steel “KegChup” ahead of the Big Game, highlighting how the brand is leaning on marketing innovation even as its largest shareholder considers exiting. We’ll now examine how Berkshire’s...

In late January 2026, Corning Incorporated reported fourth-quarter 2025 sales of US$4,215 million and net income of US$540 million, alongside a full-year 2025 net income of US$1,596 million on sales of US$15.63 billion. Corning and Meta Platforms also jointly announced a multiyear agreement valued at up to US$6 billion for advanced optical fiber, cable, and connectivity solutions to support Meta’s AI-focused U.S. data centers, backed by Corning’s planned manufacturing expansion in North...

Tesla (NasdaqGS:TSLA) has announced the discontinuation of its Model S and Model X vehicles in the past week. The Fremont factory is being transitioned from premium EV production to Optimus humanoid robot manufacturing. The company is concentrating on robotaxis, including Cybercab, as well as robotics and AI chip development. Discussions are underway about a potential merger involving Tesla, SpaceX, and xAI. Tesla, traded as NasdaqGS:TSLA, is moving its center of gravity away from premium...

Global Payments (NYSE:GPN) agreed to sell its issuer processing business as part of a two step transaction. At the same time, the company plans to acquire Worldpay, a major payments competitor, in a connected deal. The combined moves are described as reshaping Global Payments' core operations and targeting potential synergies for shareholders. For investors watching NYSE:GPN at around $71.99, this deal follows a difficult period for the stock, with a 1 year return of a 34.2% decline and a 5...

Why Cisco Systems (CSCO) Is On Investors’ Radar Today Cisco Systems (CSCO) is drawing attention after recent trading left the stock at a last close of $80.64, prompting investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for Cisco Systems. The recent move to a share price of $80.64 comes on the back of a 6.05% year to date share price return and a 35.32% total shareholder return over the past year, with momentum supported by an 11.50% 90 day...

If you are wondering whether CoreWeave's current share price makes sense, this article walks through what the numbers suggest about where value might and might not be showing up. The stock last closed at US$88.94, with a 7 day return of 9.5% decline and a 30 day and year to date return of 12.1%, which already hints at shifting views on its risks and potential. Recent coverage has focused on CoreWeave's role as a cloud and AI infrastructure provider, with attention on its position in GPU...

If you are wondering whether Genuine Parts at around US$141 per share still offers value, you are not alone. This article is designed to help you frame that question clearly. The stock has returned 1.5% over the last 7 days, 13.9% over the past month, 13.9% year to date and 25.8% over the last year, while its 3 year return sits at a 9.0% decline and the 5 year return is 56.4%. Recent price moves have kept Genuine Parts on the radar for investors who follow large established auto and...

Pfizer agreed to acquire obesity drug developer Metsera for $10b in cash, re-entering the weight loss market. The company outlined a larger R&D push in oncology and immunology alongside the Metsera deal. Pfizer also signed a new global licensing agreement with Novavax focused on vaccine adjuvant technologies. For investors watching NYSE:PFE at a share price of $26.66, these moves come after a mixed multi year stretch, with a 9.1% return over the past year but a 27.0% decline over three...

In late January 2026, S&T Bancorp’s board approved a US$0.36 per share quarterly cash dividend, modestly higher than the prior year, alongside reporting fourth-quarter 2025 results showing higher net interest income and earnings. The company paired this with a new US$100 million share repurchase authorization and ongoing branch expansion in Pittsburgh, underscoring management’s emphasis on capital returns while still investing in growth. Next, we’ll examine how the stronger net interest...

JYP Entertainment’s Chinese subsidiary JYP China recently announced the launch of ONECEAD, a joint venture with CJ ENM and Tencent Music Entertainment Group, focused on artist management, music production, concerts, and merchandise, including oversight of the global boy group Modyssey and expansion in the Greater China region. The partnership gives Tencent Music a deeper role in originating and managing music IP beyond its core platforms, potentially enhancing its influence across the...

M/I Homes, Inc. reported past fourth-quarter and full-year 2025 results showing revenue of US$1,147.31 million and US$4,417.78 million, respectively, alongside lower net income and earnings per share than the previous year. The company also completed a share repurchase of 230,944 shares for US$30.37 million, highlighting ongoing capital return even as profitability softened. We will now examine how the earnings slowdown and completed buyback program shape M/I Homes’ investment narrative for...

What recent returns say about Best Buy (BBY) now Best Buy (BBY) has seen its share price under pressure, with a 6% decline over the past month and an 18% drop in the past 3 months. This has raised fresh questions for investors. See our latest analysis for Best Buy. While the recent 30 day share price return of 5.9% decline and 90 day share price return of 18% decline point to fading momentum, the 1 year total shareholder return of 18.1% decline and 5 year total shareholder return of 31.6%...

In late January 2026, JetBlue Airways reported fourth-quarter 2025 results showing revenue of US$2,244 million and a widened net loss of US$177 million, while issuing guidance for 2026 that includes a 0.5% to 3.5% decline in first-quarter Available Seat Miles and up to a 5% decline in full-year RASM. Despite ongoing losses, JetBlue highlighted that its Jet Forward transformation delivered US$305 million of incremental EBIT in 2025, with a further US$310 million targeted for 2026 and a goal...

Ally Financial (ALLY) is back in focus after reporting full year 2025 net income of US$852 million versus US$668 million a year earlier, alongside earnings that topped Wall Street expectations. See our latest analysis for Ally Financial. Despite the earnings beat, Ally Financial's recent share price has cooled, with a 1 month share price return of 7.6% decline and year to date share price return of 7.6% decline. However, the 90 day share price return of 6.71% gain and 1 year total shareholder...

Murphy USA is scheduled to report its quarterly earnings on February 4, with analysts expecting lower earnings than a year ago but higher revenues, and the company currently showing a positive Earnings ESP of 0.54%. With Murphy USA having exceeded earnings estimates in three of the last four quarters, some investors are watching for another possible earnings surprise ahead of this report. Against this backdrop, we will explore how anticipation of a potential earnings beat shapes Murphy USA's...

Palantir Technologies stock: why it is on investors’ radar Palantir Technologies (PLTR) has stayed in focus for investors after a strong 1 year total return of 75.05%, contrasted with negative moves over the past month and past 3 months. See our latest analysis for Palantir Technologies. That mix of a 12.67% year to date share price decline and a 23.15% 3 month share price pullback, alongside a very large 3 year total shareholder return, suggests momentum has cooled recently after a strong...

Watsco, Inc. has recently been highlighted by strict “Caviar Cruise” quality investing screens for its strong balance sheet, high return on invested capital and robust cash flow, while Giverny Capital Asset Management added the HVAC distributor as a new 3.5% position in its fourth-quarter 2025 portfolio. This combination of third-party quality recognition and inclusion in an institutional portfolio underscores how Watsco’s durable competitive position in HVAC distribution is gaining wider...

CNX Resources (CNX) is back in focus after reporting fourth quarter 2025 results that came in well ahead of expectations, along with a large expansion of its existing share repurchase authorization. See our latest analysis for CNX Resources. The earnings beat and expanded buyback have come alongside steady share price momentum, with a 1 month share price return of 6.42% and a 3 month share price return of 13.19%. Over a longer horizon, CNX Resources has delivered a 1 year total shareholder...

California’s attorney general has filed a lawsuit against the Trump administration challenging the federal reclassification and restart of Sable Offshore Corp.’s Las Flores oil pipelines, intensifying a long-running clash over regulatory control in the state. The case highlights an unusual tug-of-war between state and federal authorities, where emergency-based federal oversight is colliding with persistent local and environmental opposition to the project. We’ll now examine how this legal...

Cheniere Energy Partners, L.P. recently declared a quarterly cash distribution of US$0.830 per common unit, comprising a US$0.775 base and a US$0.055 variable component, payable on February 13, 2026, to unitholders of record as of February 9, 2026. The blend of a recurring base payout with a smaller variable element highlights how the partnership balances ongoing income needs with flexibility around its liquefied natural gas export operations and tax considerations for foreign investors. We...

In late January 2026, Las Vegas Sands Corp. reported fourth-quarter 2025 revenue of US$3.65 billion and net income of US$395 million, alongside higher earnings per share, a quarterly dividend of US$0.30, and completion of a long-running share repurchase program totaling US$6.54 billion. Despite beating earnings estimates and posting record results at Marina Bay Sands, investor focus turned to weaker profitability in Macau amid tighter Chinese restrictions on high-roller gambling. We’ll now...

WSFS Financial (WSFS) is back in focus after fourth quarter 2025 results topped analyst expectations, with commercial lending and wealth management lifting performance and management pointing to ongoing EPS growth supported by active share repurchases. See our latest analysis for WSFS Financial. That strength is showing up in the share price, with WSFS Financial hitting an all time high near its current US$64.73 level and posting a 30 day share price return of 17.58%. The 1 year total...

Collegium Pharmaceutical recently reported strong past revenue growth of 31.40%, supported by robust demand for its pain management products Xtampza ER and Belbuca and a focus on abuse-deterrent formulations. The company’s solid financial health and relatively low forward P/E of 5.71 have drawn increased analyst attention, highlighting its position within the healthcare sector’s pain management niche. Against this backdrop, we’ll examine how Collegium’s robust revenue expansion shapes its...

Recent updates around Booking Holdings highlight upbeat analyst views and rising earnings estimates, alongside new product developments such as KAYAK for Business Events and an expanded Booking.com lodging integration with Navan to streamline corporate travel. Together, these moves show how Booking Holdings is deepening its reach in business travel while using its platforms’ data and connectivity to support corporate clients and travelers. We’ll now explore how this combination of stronger...