U.S. Communications Stock News

NYSE:EIX
NYSE:EIXElectric Utilities

Is Edison International (EIX) Using Preferred Share Redemption to Quietly Recast Its Risk Profile?

Edison International recently announced it will redeem all outstanding shares of its 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A, on March 9, 2026, at US$1,000 per share, ending future distributions and rights except the right to receive the redemption price. By retiring this preferred layer of its capital structure, Edison International is signaling a shift in how it manages financing costs, balance sheet mix, and obligations to preferred investors. We’ll now...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Is It Too Late To Consider MYR Group (MYRG) After A 98% One Year Rally?

Wondering if MYR Group at around US$270.73 is offering good value today, or if the market has already priced in most of the story? This article walks you through that question step by step. The share price has recently been active, with returns of 8.8% over 7 days, 19.8% over 30 days, 19.4% year to date and 98.3% over the past year, while the 3 year and 5 year returns sit at 171.4% and 368.6% respectively. These moves are drawing more attention to MYR Group, with recent news coverage...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Why Globalstar (GSAT) Is Up 8.3% After Boingo Adopts Its XCOM RAN Private 5G Platform

In early February 2026, Boingo Wireless announced it will integrate Globalstar’s XCOM RAN software-defined private 5G platform into its private network infrastructure following successful trials that validated reliability, spectrum flexibility, and carrier-grade performance across multiple deployment models. This integration highlights a practical path to layering XCOM RAN over existing distributed antenna system infrastructure, potentially boosting capacity while preserving wide-area...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Is Constellation Energy (CEG) Pricing Reflecting Recent Volatility And Long Term Growth Hopes

If you are trying to work out whether Constellation Energy is attractively priced today, it is worth looking past the headlines and focusing on what the current share price implies about its future. The stock closed at US$276.85, with a 12.1% return over the last 7 days, a 17.0% decline over 30 days, a 24.4% decline year to date, and a 10.6% decline over 1 year, set against a very large 3 year return of 231.4%. Recent news flow around Constellation Energy has focused on its role as a major...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson And Johnson News Links Clotting Breakthrough To MedTech Trial Progress

Scientists have identified a genetic cause linked to rare blood clotting events associated with Johnson & Johnson's COVID vaccine. Johnson & Johnson reported encouraging pilot clinical trial data for its Omnypulse pulsed field ablation catheter. The company also highlighted ongoing work on medical device technology aimed at improving patient outcomes. For investors tracking NYSE:JNJ, this combination of vaccine safety research and new device data relates directly to two major parts of the...
NYSE:EMN
NYSE:EMNChemicals

Should Eastman’s 2025 Earnings Slide Test Confidence in Its Efficiency and Sustainability Strategy (EMN)?

Eastman Chemical Company has reported its full-year 2025 results, with sales of US$8,752 million versus US$9,382 million in 2024 and net income of US$474 million versus US$905 million, alongside lower basic and diluted earnings per share from continuing operations. This sharp earnings and sales decline raises questions about how well Eastman’s cost savings, asset utilization efforts, and specialty materials focus are offsetting current headwinds. We’ll now examine how the weaker 2025...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

A Look At Atour Lifestyle Holdings (NasdaqGS:ATAT) Valuation After Broker Optimism On China Tourism Recovery

Recent research from Morgan Stanley and CICC spotlighted the recovery in China’s tourism and hotel market, citing strong Spring Festival travel and booking data, with Atour Lifestyle Holdings (NasdaqGS:ATAT) among the names flagged to benefit. See our latest analysis for Atour Lifestyle Holdings. Against this backdrop of upbeat broker commentary, Atour Lifestyle Holdings’ share price closed at US$39.23, with a 12.47% 7 day share price return contrasting with mildly negative 30 day and year to...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

A Look At ACADIA Pharmaceuticals (ACAD) Valuation After Recent Share Price Weakness

Recent share performance and business snapshot ACADIA Pharmaceuticals (ACAD) has seen recent pressure in its share price, with a 1 day return of about a 1% decline and a 7 day move of roughly a 7% decline, which may prompt closer attention from existing holders. Over the past month the stock shows around a 15% decline, while the past 3 months reflect roughly a 5% decline. Even with these shorter term moves, the 1 year total return sits near 18% and the 3 year total return is around...
NasdaqGS:ICHR
NasdaqGS:ICHRSemiconductor

Does Ichor Holdings’ (ICHR) Upbeat 2026 Guidance Validate Its New Higher-Value Product Strategy?

Ichor Holdings reported past fourth-quarter 2025 results with sales of US$223.61 million and a net loss of US$15.96 million, and issued first-quarter 2026 guidance calling for revenue between US$240 million and US$260 million and GAAP diluted per-share results ranging from a US$0.10 loss to a US$0.02 profit. Management highlighted that these results reflect progress under new CEO Phil Barros, including a shift toward higher-value proprietary products and diversification into commercial...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba RynnBrain AI Launch Adds New Angle For BABA Valuation Story

Alibaba Group Holding (NYSE:BABA) has released RynnBrain, an open-source AI foundation model focused on robotics and real-world automation. The launch expands Alibaba's AI toolkit alongside its Qwen family of models and reflects ongoing investment in artificial intelligence. The move places Alibaba in more direct competition with major global tech companies pursuing robotics and automation capabilities. Alibaba is best known for its e-commerce, cloud services and digital infrastructure...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf (WULF) Is Up 15.5% After Morgan Stanley Highlights Its AI Data Center Pivot – Has The Bull Case Changed?

Morgan Stanley recently initiated coverage on TeraWulf, emphasizing its transition from primarily bitcoin mining to building environmentally focused, industrial-scale data center infrastructure for artificial intelligence and high-performance computing, supported by new brownfield site acquisitions and project-level financing. The firm’s shift to treating its power-rich mining sites as contracted data center assets, backed by large partners such as Google, reframes TeraWulf as an...
NYSE:ETN
NYSE:ETNElectrical

Eaton’s Expanded Liquidity Signals Preparation For Near Term Growth Moves

Eaton announced an $8 billion senior unsecured term loan to support liquidity and general corporate purposes. The company also expanded its revolving credit facility, increasing available borrowing capacity. These financing steps are intended to provide additional financial flexibility for upcoming initiatives. Eaton, traded as NYSE:ETN, is making these funding moves while its shares trade around $396.09. The stock has posted returns of 8.5% over the past week, 20.4% over the past month,...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

A Look At First Financial Bancorp (FFBC) Valuation After A Strong Multi Month Share Price Run

Recent trading in First Financial Bancorp (FFBC) has drawn attention after a strong month and past 3 months for the stock, prompting a closer look at how its current fundamentals stack up. See our latest analysis for First Financial Bancorp. That recent strength sits within a wider upswing, with a 19.5% 1 month share price return and 25.9% 3 month share price return, alongside a 72.6% 5 year total shareholder return that points to momentum building over time. If First Financial Bancorp’s...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Papa John's MICHELIN Push And Valentine Offer Test Investor Hopes

Papa John's International is running a MICHELIN Star themed campaign that includes turning a Manhattan store into a one night, reservation only dining experience. The company is also introducing a limited time heart shaped pizza in Canada for Valentine’s Day. These marketing and product moves aim to create buzz around the brand and offer differentiated experiences to pizza customers. Papa John's International, listed on NasdaqGS:PZZA, is pursuing attention grabbing brand efforts at a time...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

ASML Holding (NasdaqGS:ASML) Valuation Check After Strong 1 Year Shareholder Return

ASML Holding: recent performance snapshot ASML Holding (NasdaqGS:ASML) has attracted fresh attention after a strong run in its share price, with recent returns over the month and past 3 months drawing investors back to the chip equipment specialist. See our latest analysis for ASML Holding. With the share price at US$1,435.63, ASML Holding has paired its recent 7.21% 7 day share price return with a 12.05% 30 day gain and a 91.27% 1 year total shareholder return, which points to strong...
NYSE:CPK
NYSE:CPKGas Utilities

County-Backed Eastern Shore Pipeline Expansion Could Be A Game Changer For Chesapeake Utilities (CPK)

Chesapeake Utilities Corporation recently secured approval from the Accomack County Board of Supervisors to engineer and build a new natural gas system on Virginia’s Eastern Shore, backed by a US$6.5 million state grant to extend pipeline infrastructure from near Princess Anne, Maryland, to Temperanceville, Virginia. This project opens a fresh regulated-utility revenue opportunity for Chesapeake Utilities by bringing piped gas service to currently unserved residents and large users such as...
NYSE:GE
NYSE:GEAerospace & Defense

GE Aerospace Expansion In Asia Meets Valuation Questions For General Electric

GE Aerospace, part of General Electric (NYSE:GE), is committing $300 million to expand engine repair capabilities and introduce advanced technologies in Singapore. The multi year program includes new automation, AI enabled inspection tools, and expanded service offerings at its Asia hub. At the same time, GE is seeing a surge in aerospace orders linked to growth in India's commercial aircraft fleet. For investors watching General Electric at a current share price of $313.73, these moves sit...
NYSE:DTM
NYSE:DTMOil and Gas

Is DT Midstream (DTM) Pricing Look Stretched After Strong 1 Year Share Price Rally

If you are wondering whether DT Midstream is fairly priced or if the recent hype has gone too far, you are in the right place. The stock last closed at US$131.64, with returns of 4.2% over 7 days, 11.8% over 30 days, 8.8% year to date and 37.5% over the past year, plus a very large 3 year return of 172.7%. These moves sit against a backdrop where DT Midstream has been steadily on investors' radars in the midstream energy space, as markets continue to focus on established infrastructure...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance

Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See our latest analysis for Xcel Energy. At a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances,...
NYSE:GM
NYSE:GMAuto

General Motors Resets EV Plans As Investors Weigh Valuation Upside

General Motors (NYSE:GM) has hired a former Lucid Motors executive as deputy CFO and head of strategy, signaling a fresh approach to technology partnerships and corporate planning. The company is cutting jobs and scaling back operations at its Canadian facilities as it adjusts production and seeks to manage costs. GM is pivoting toward lithium manganese rich (LMR) battery technology in an effort to reshape its electric vehicle lineup. For investors watching NYSE:GM, these moves come at a...
NYSE:KNX
NYSE:KNXTransportation

Does Knight-Swift’s Seventh Dividend Hike Reveal a Turning Point in Its Capital Strategy (KNX)?

Knight-Swift Transportation Holdings recently raised its quarterly cash dividend to US$0.20 per share from US$0.18, marking a seventh consecutive annual increase and continuing its board-approved cash dividend policy, with the latest payout scheduled for stockholders of record on March 6, 2026 and expected to be paid on March 23, 2026. This steady pattern of dividend growth, alongside a history of insider share sales and a Neutral analyst rating, highlights how management’s capital-return...
NYSE:LNG
NYSE:LNGOil and Gas

Did New Gulf LNG Shipping Deals Just Shift Cheniere Energy's (LNG) Logistics-Driven Investment Narrative?

Cheniere Energy’s marketing unit recently secured additional liquefied natural gas shipping capacity out of the Gulf Coast, responding to tight carrier availability and longer vessel build times amid the U.S. LNG export boom. This move highlights how logistics control is becoming as important as liquefaction capacity itself, potentially influencing Cheniere’s ability to reliably monetize its growing LNG portfolio. We’ll now examine how this added shipping capacity could influence Cheniere...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Group Tavily Deal Highlights AI Agent Search And Valuation Gap

Nebius Group (NasdaqGS:NBIS) agreed to acquire Tavily, a real time agentic search company, to deepen its AI platform. The deal adds Tavily’s agent focused search technology and team to Nebius’s AI cloud stack. The acquisition is aimed at expanding integrated AI agent search capabilities for enterprise and developer customers. Nebius Group runs an AI focused cloud platform, so pulling Tavily’s real time agentic search into its stack fits closely with its core business. As more AI workloads...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Are Marvell’s (MRVL) ESOP Moves Hinting at How It Sees Its AI Data Center Edge?

In recent days, Marvell Technology filed two employee stock ownership plan-related shelf registrations to offer about US$333.80 million of common stock, totaling 4,373,572 shares, while also reporting past record quarterly revenue powered by AI-focused data center demand and its role in Amazon’s custom Trainium processors. These equity plan filings are small relative to Marvell’s AI infrastructure ambitions, where deepening ties to hyperscalers like Amazon and acquisitions such as XConn and...