U.S. Communications Stock News

PepsiCo (NasdaqGS:PEP) is rolling out new high protein Doritos snacks and Gatorade Lower Sugar products targeted at changing snacking and beverage preferences. The company is expanding its collaboration with Jack Link's to offer Doritos flavored meat snacks, adding a new twist to its existing snack portfolio. PepsiCo's bubly brand is tying into the upcoming Super Mario Galaxy Movie with limited edition themed beverages and collectible promotions. For you as an investor watching PepsiCo,...

Philip Morris International (PM) is back in focus after Q4 results that met revenue expectations but fell short on some profit measures, as the board reaffirmed a regular quarterly dividend of $1.47 per share. See our latest analysis for Philip Morris International. At a share price of $169.98, Philip Morris International has seen a 90 day share price return of 15.00% and a 1 year total shareholder return of 16.59%. Shorter term price weakness after earnings and institutional selling hints...

If you are wondering whether FedEx is reasonably priced after its recent run, this article will help you unpack what the current share price could be implying about the company. FedEx recently closed at US$359.10, with returns of 22.5% year to date and 44.8% over the past year, while the last 7 days and 30 days saw returns of a 7.2% decline and a 0.9% decline respectively. Recent market attention on FedEx has been shaped by ongoing discussions about global trade flows, parcel volumes and how...

Why RBC Bearings Is On Investors’ Radar Today RBC Bearings (RBC) is drawing attention after a strong year of share price gains, with the stock recently closing at $552.91 and posting double digit total returns over the past 3 years. See our latest analysis for RBC Bearings. Short term, the share price has given back some ground with a 1 day share price return of 2.32% decline and a 7 day share price return of 4% decline, but that sits against a 90 day share price return of 24.69% and a 3 year...

If you are wondering whether Hologic’s current share price still offers value, the key question is how its fundamentals stack up against what the market is willing to pay. The stock last closed at US$75.74, with returns of 0.5% over 7 days, 1.5% over 30 days, 1.6% year to date, 17.4% over 1 year, a 2.5% decline over 3 years, and 7.0% over 5 years. Taken together, this gives a mixed picture of recent performance and changing sentiment. Recent news around Hologic has mainly focused on its...

Earlier this week, FactSet Research Systems appointed Kate Stepp as Chief AI Officer and Bob Stolte as Chief Technology Officer, while also rolling out AI-driven KYC, AML, and risk management tools within its Workstation platform for banking clients through a partnership with ComplyAdvantage. Together, these moves underscore FactSet’s push to embed artificial intelligence more deeply into its leadership structure and product suite, particularly around compliance and workflow automation for...

Palo Alto Networks (NasdaqGS:PANW) announced new global partnerships focused on AI security at Mobile World Congress 2026. The company is working with Nokia, U Mobile, Aeris, and Celerway to secure sovereign AI, 5G, and IoT environments. Palo Alto Networks and Siemens introduced an industry-verified cybersecurity solution for industrial private 5G networks. The joint solution with Siemens is designed for real-time, AI-powered manufacturing settings. Palo Alto Networks, known for its focus...

If you are wondering whether MasTec's current share price still reflects good value after a strong run, you are not alone. This article is all about unpacking what that price might really imply. MasTec's stock last closed at US$285.61, after a 4.2% decline over the past week, a 21.3% gain over 30 days, a 25.5% gain year to date, and a 147.3% gain over the past year, with a 197.4% return over 3 years and 188.7% over 5 years. These moves have kept MasTec firmly on investors' radar, with recent...

The Trade Desk (NasdaqGM:TTD) is reported to be in early partnership discussions with OpenAI to support ad sales for ChatGPT and related AI platforms. If agreed, the collaboration would focus on monetizing AI-driven audiences across conversational and generative AI products. CEO Jeff Green has made the largest insider share purchase in the company’s history, adding to his existing ownership stake. These developments highlight a potential new channel for digital ad demand alongside a clear...

Motorola Solutions (NYSE:MSI) is pursuing mergers and acquisitions to expand its portfolio. The company is focusing on growth areas such as video solutions and 911 center technologies. Management is looking to use its balance sheet and targeted R&D spending to support this M&A activity. Motorola Solutions, best known for mission critical communications and public safety technology, is leaning further into areas such as video security and 911 center software. These segments sit at the...

Wondering if Caterpillar is still good value after a strong run in its share price, or if the opportunity has already passed you by? The stock last closed at US$680.90, with a 7 day return of an 8.3% decline, a 30 day return of a 1.6% decline, and longer term returns of 13.8% year to date and 97.1% over the past year, while the 3 year and 5 year returns are both a little over 200%. Recent coverage has highlighted Caterpillar's position as a key supplier of heavy equipment for infrastructure...

CorMedix (CRMD) closed out FY 2025 with Q4 revenue of US$128.6 million and basic EPS of US$0.18, alongside trailing twelve month revenue of US$311.7 million and basic EPS of US$2.26, pointing to a very different earnings profile than a year ago. The company has seen quarterly revenue move from US$31.2 million in Q4 2024 to US$128.6 million in Q4 2025, while basic EPS shifted from US$0.22 in Q4 2024 to US$0.18 in the latest quarter and was loss making on a trailing basis as recently as Q3...

Unity Software (NYSE:U) is preparing to outline its technology roadmap at the upcoming Game Developers Conference. The company plans to detail how it aims to use run-time data from games and apps to refine ad targeting. These product and monetization updates are positioned as key pieces of Unity's future business focus. For investors watching NYSE:U, this update comes as the stock trades around $19.85, with a year-to-date return showing a 55.1% decline and a one-year return showing a 17.9%...

Apple Hospitality REIT, Inc. reported past fourth-quarter 2025 revenue of US$326.44 million and net income of US$29.62 million, alongside full-year 2025 revenue of US$1.41 billion and net income of US$175.36 million, and issued 2026 net income guidance of US$133 million to US$160 million. While full-year net income and earnings per share eased compared with the prior year, fourth-quarter earnings per share inched higher despite slightly lower sales, highlighting a degree of profitability...

Tuya Inc. has already reported its fourth-quarter and full-year 2025 results, with Q4 sales of US$84.49 million and net income of US$19.31 million, and declared a US$0.0605 per share cash dividend funded from its share premium account and surplus cash. The combination of steadily improving profitability, AI-powered offerings like the “Hey Tuya” assistant, and cash returns to shareholders underscores how the company is using its strong liquidity position of over US$1.00 billion to support...

Information Services Group (III) FY 2025 earnings snapshot Information Services Group (III) has wrapped up FY 2025 with fourth quarter revenue of US$61.2 million and basic EPS of US$0.05, while trailing 12 month revenue stood at US$244.7 million and basic EPS at US$0.19 on a reported basis. The company has seen quarterly revenue range between US$59.6 million and US$62.4 million over the past year, with basic EPS moving between US$0.03 and US$0.06, giving investors a clear view of how the top...

If you are wondering whether Marathon Petroleum at around US$221 per share is still reasonably priced or starting to look stretched, the key question is what you are getting for that tag. The stock has shown strong momentum recently, with returns of 11.6% over the last 7 days, 12.9% over 30 days, 34.0% year to date and 64.3% over the past year. This can change how investors think about both upside and risk. Recent news coverage has focused on Marathon Petroleum as one of the larger US energy...

If you are wondering whether Penguin Solutions is attractively priced after a choppy few years, you are not alone. This article is aimed squarely at helping you make sense of what you are paying for. The share price closed at US$18.26, with a 12.1% decline over the last 7 days, a 1.2% gain over 30 days, a 10.0% year to date decline, a 0.1% 1 year decline and a 16.9% 3 year return, while the 5 year return sits at a 20.7% decline. Recent coverage has focused on how Penguin Solutions fits into...

In recent days, KLA Corporation has been caught up in a global semiconductor sell-off sparked by geopolitical tensions in Iran, pressuring chip and equipment suppliers despite no new company-specific developments. At the same time, several analysts and ETFs have reaffirmed KLA’s role as a leading process-control and free-cash-flow generator ahead of its March 12 Investor Day, underscoring continued focus on its long-term model and market position rather than short-term volatility. Against...

If you are wondering whether BWX Technologies is still attractively priced after its strong run, you are not alone. This article will walk through what the current share price might imply about value. The stock recently closed at US$195.23, with returns of 7.4% year to date and 97.6% over the past year, after a 5.2% decline over the last 7 days and a 2.7% gain over the past month. Recent trading has been influenced by ongoing interest in companies linked to defense and nuclear technologies,...

Rigetti Computing reported record two qubit gate fidelities up to 99.9% on its prototype quantum platform. The company received an $8.4 million order from India's Center for Development of Advanced Computing for its 108 qubit quantum computer. Rigetti shared updates on its commercial deployment roadmap and chiplet architecture aimed at scaling future quantum systems. Rigetti Computing (NasdaqCM:RGTI) is working to turn technical progress into commercial traction, and this latest news is...

Tesla (NasdaqGS:TSLA) is advancing its AI and robotics plans, including a large scale push to deploy Optimus humanoid robots and the conversion of its Fremont factory for robotics focused production. Elon Musk has publicly outlined ambitions to reach artificial general intelligence and to move Optimus toward mass production timelines that would significantly expand Tesla's activities beyond vehicles. On the legal front, a federal judge declined Tesla's bid to overturn a large jury verdict...

Earnings and distribution guidance draw fresh attention to Cheniere Energy Partners Cheniere Energy Partners (CQP) is back in focus after reporting full year 2025 results and issuing 2026 distribution guidance that keeps its base payout at US$3.10 per common unit. See our latest analysis for Cheniere Energy Partners. The latest earnings release and distribution guidance came after a strong run in the units, with a 30 day share price return of 8.08% and a 90 day share price return of 12.67%...

Core Scientific (NasdaqGS:CORZ) has secured a $500 million loan facility from Morgan Stanley. The facility is intended to support the company’s shift from Bitcoin mining to AI and high performance computing data center services. The financing has the potential to increase to $1 billion, expanding available capital for data center development. Core Scientific, trading at $14.86, is using this new funding to support a clear change in its business model. The stock has seen a 91.0% return over...