U.S. Communications Stock News

Wondering whether VinFast Auto's current share price reflects its true worth, or if the market is mispricing the story. The stock recently closed at US$2.95, with returns of 6.3% decline over 7 days, 10.3% decline over 30 days, 12.7% decline year to date, 9.5% decline over 1 year and 71.0% decline over 3 years, which can change how investors think about both risk and potential reward. Recent coverage has focused on VinFast Auto's position in the US listed auto space and its progress as an...

FedEx has surpassed United Parcel Service (NYSE:UPS) in market capitalization for the first time. The change in market value leadership comes as UPS pushes ahead with a broad business transformation. UPS is refocusing on higher margin areas such as healthcare, selling non core assets, and reducing its exposure to Amazon. For you as an investor, the shift in market capitalization between FedEx and UPS highlights how capital is being allocated across the global logistics sector. UPS remains...

Johnson Controls International (NYSE:JCI) has agreed to sell its residential HVAC business to Bosch, reallocating focus toward data center and service solutions. The company is expanding offerings for AI oriented data centers, including a partnership with NVIDIA to support advanced cooling needs. Management has highlighted backlog growth as evidence of strong demand for these focus areas. For investors tracking NYSE:JCI, this shift comes with the stock at $132.56 and a 1 year return of...

Why Bunge Global’s new buyback matters for shareholders Bunge Global (BG) has put a fresh buyback on the table, with Board approval to repurchase up to US$3b of stock. For you, that raises clear questions about capital allocation and valuation. See our latest analysis for Bunge Global. Since the buyback authorization on 10 March 2026, Bunge Global’s 1-day share price return of 1.89% and 7-day share price return of 5.19% sit within a stronger pattern, with a 90-day share price return of 35.57%...

Rising oil and diesel prices are increasing operating costs for gold miners, including Agnico Eagle Mines. NYSE:AEM has hedged a meaningful portion of its diesel exposure, helping protect its cost structure and profit margins. This hedging approach is setting Agnico Eagle apart from peers facing similar inflation pressures without the same level of protection. Agnico Eagle Mines, NYSE:AEM, is drawing attention as higher fuel costs ripple through the gold mining sector. With shares at...

Traeger, Inc. has already implemented a 1-for-50 reverse stock split on March 18, 2026, following stockholder approval earlier in the month to address a New York Stock Exchange notice that its shares had traded below US$1.00 for 30 consecutive trading days. This reverse split, combined with recent weak 2025 results and ongoing losses, highlights how Traeger is using financial tools rather than operational improvements alone to preserve its exchange listing. Next, we'll explore how Traeger's...

Shareholders are seeking to remove Starbucks (NasdaqGS:SBUX) board members Jørgen Vig Knudstorp and Beth Ford over concerns about labor negotiations and governance. The challenge follows a prolonged stalemate in union talks, with more than 680 Starbucks stores voting to unionize since 2021 without a final agreement in place. Proxy advisory firms have highlighted potential financial and reputational risks linked to ongoing labor disputes and perceived gaps in board oversight. For investors...

Earlier in March 2026, Dauch Corporation announced it would present at the Bank of America Global Automotive Summit on March 17, and SEC filings revealed Director David Walker bought 35,000 company shares, bringing his total holdings to 35,000 shares. This combination of a high-profile investor conference appearance and fresh insider buying drew attention to how leadership is positioned alongside shareholders. Next, we’ll examine how Director David Walker’s insider share purchase may...

In March 2026, Zenas BioPharma reported a wider quarterly and full-year net loss alongside higher revenue, while also securing up to US$250,000,000 in non-dilutive term loan financing and filing a US$78,589,885 shelf registration linked to an ESOP-related common stock offering. This combination of a larger loss, incremental revenue from partnerships, and substantial new funding reshapes how the company can support obexelimab’s commercialization plans and broader pipeline activities. With...

Cirrus Logic stock at a glance Cirrus Logic (CRUS) shares recently closed at US$135.87, giving the fabless semiconductor company a market value of about US$6.9b. Recent returns show mixed short term moves alongside stronger performance over the past year. See our latest analysis for Cirrus Logic. The recent 1-day share price return of 0.48% and 7-day share price return of 1.25% come after a softer 30-day share price return of a 6.05% decline. However, Cirrus Logic still shows stronger...

AAR announced that its Trax subsidiary previously agreed to provide Magnifica Air with cloud-hosted eMRO and eMobility solutions, enabling fully paperless maintenance and engineering operations from the airline’s launch. This deal underscores how AAR’s software can become embedded in airlines’ day-to-day maintenance workflows, potentially deepening customer relationships and recurring digital revenue streams. Next, we’ll examine how Trax’s role in enabling Magnifica Air’s paperless...

Boeing (NYSE:BA) received a US$2.34b U.S. Air Force E-7A rapid prototype contract modification in the past week. The company also secured a US$489m U.S. Navy contract for electronic aircraft upgrades. These new U.S. defense awards total more than US$2.83b and extend Boeing's defense backlog. Boeing's latest U.S. defense wins arrive as the stock trades around US$210.82, with a 1 year return of 30.5% and a 30 day decline of 13.2%. The contracts add scale to the defense side of the business at...

AMD (NasdaqGS:AMD) CEO Lisa Su met with Samsung leadership to discuss expanded cooperation in memory and foundry manufacturing. The talks focused on deepening the relationship beyond existing memory ties to include chip production for future AI hardware. This engagement is tied to AMD's efforts to address AI chip supply and secure key components for upcoming accelerator products. For readers tracking AMD's role in AI hardware, this meeting goes to the heart of how the company sources and...

KBR recently announced it had secured a seven-year General Maintenance Services contract, with an optional three-year extension, from Saudi Aramco Total Refining and Petrochemical Company for its petrochemical expansion complex in Jubail, Saudi Arabia, covering preventive, predictive, corrective and shutdown maintenance across the site. This long-term mandate extends more than a decade of collaboration with Saudi Aramco Total Refining and Petrochemical Company and underscores KBR’s role in...

Colgate-Palmolive (NYSE:CL) has introduced Colgate Optic White Pro Series Toothpaste as a new addition to its premium oral care range. The product features Colgate's highest level of hydrogen peroxide in the Optic White line, aimed at rapid stain removal and a brighter finish. The launch highlights continued investment in R&D within one of the company’s core global brands. For investors watching Colgate-Palmolive at a share price of $89.94, the Optic White Pro Series launch sits inside a...

Why CBRE Group Is Back On Investors’ Radar CBRE Group (CBRE) is drawing fresh attention after its robust fourth quarter, where revenue showed 11.8% year over year growth and core EPS rose 17.7%, even as commercial real estate sentiment remains cautious. See our latest analysis for CBRE Group. At a share price of $136.28, CBRE has seen a 1-day share price return of 0.90% and a 7-day gain of 1.26%, although the 30-day share price return of 4.24% decline suggests momentum has cooled recently...

On 16 March 2026, Capital Southwest Corporation and Trinity Capital Inc. announced a 50/50 joint venture, each committing US$50,000,000 to invest primarily in first-out senior secured debt opportunities in the lower middle market, funded in part by a senior secured credit facility and overseen by a jointly staffed board of managers. This equal-capital, shared-governance structure is designed to broaden Capital Southwest’s access to high-quality lower middle market deals while offering...

On March 11, 2026, activist investor Starboard Value LP nominated Jeffrey C. Smith and William C. Cobb to CarMax’s board and pressed the company to accelerate operational improvements as incoming CEO Keith Barr begins his tenure. By coupling public support for Barr’s turnaround efforts with specific proposals on customer experience, refurbishment efficiency, costs, and pricing, Starboard is signaling pressure for tangible operational changes rather than broad governance tweaks. We’ll now...

Earlier this month, American Express announced long-term partnerships making it the Official Payments Partner of MetLife Stadium, Mercedes-Benz Stadium, several associated New York and Atlanta sports teams, and the future Atlanta NWSL club, while adding these venues to the American Express Venue Collection for enhanced Card Member benefits. At the same time, the company approved a 16% increase in its quarterly dividend to US$0.95 per share, highlighting an increased emphasis on returning...

Ituran Location and Control (ITRN) just packed several shareholder focused moves into one day, combining fresh fourth quarter and full year 2025 results with a higher cash dividend and an expanded share buyback. See our latest analysis for Ituran Location and Control. Those shareholder friendly moves arrive after a steady share price climb, with a 21.6% 90 day share price return and a 7.5% 30 day gain, alongside a 43.8% 1 year total shareholder return that points to building momentum. If you...

Credo Technology Group Holding (CRDO) just rolled out its 800G ZeroFlap optical transceivers alongside new Cardinal and Robin DSP families, a product wave aimed squarely at AI data center stability, power use, and scale. See our latest analysis for Credo Technology Group Holding. Despite the recent product launches and visibility at OFC 2026, Credo’s 1-day share price return of a 10.97% decline and 30-day share price return of a 14.31% decline contrast with a very large 1-year total...

What recent performance says about S&T Bancorp (STBA) S&T Bancorp (STBA) has seen mixed share performance lately, with a 0.5% decline over the past day, 1.3% over the past week, about 8.5% over the past month, and 5.7% over the past 3 months. Even with those recent pullbacks, the stock shows a 1.8% year to date total return and about 9.3% over the past year, while the 3 year and 5 year total returns sit near 34.3% and 52.5% respectively. See our latest analysis for S&T Bancorp. ST Bancorp's...

Brinker International recently reported quarterly results that surpassed expectations and issued a strong fiscal-2026 outlook, while also elevating George Felix to Executive Vice President and Chief Marketing Officer to oversee marketing for both Chili’s Grill & Bar and Maggiano’s Little Italy. Alongside this leadership consolidation, Chili’s expanded its brand reach through campaigns such as the Marg Machine NASCAR collaboration, which may influence how consistently the company presents its...

Trinity Industries has declared a quarterly dividend of US$0.31 per share on its US$0.01 par value common stock, marking its 248th consecutive dividend payment and scheduled for payment on April 30, 2026 to holders of record as of April 15, 2026. The dividend affirmation comes shortly after Trinity delivered full-year 2025 results that exceeded revenue expectations and improved EPS through higher lease rates, lease portfolio sale gains, lower administrative costs, and a non-cash benefit from...