U.S. Communications Stock News

VNET Group has acquired new power capacity in Ulanqab to support additional data center build out for AI workloads. The company is expected to secure a major hyperscale data center contract in China tied to this expanded capacity. These developments highlight VNET Group's role in supporting rising artificial intelligence infrastructure demand in China. VNET Group (NasdaqGS:VNET), trading at $12.07, is positioned at the center of growing data center and AI infrastructure needs in China. The...

The board of Air Products and Chemicals, Inc. ( NYSE:APD ) has announced that it will be paying its dividend of $1.81...

T-Mobile US (TMUS) is back in focus after extending its multi year partnership with Amdocs, just as investors gear up for the carrier’s upcoming earnings and closely watched guidance on margins. See our latest analysis for T-Mobile US. The extended Amdocs partnership and upcoming earnings are drawing fresh attention to T-Mobile US at a time when its 1 year total shareholder return of 21.71% decline contrasts with a 5 year total shareholder return of 69.20%. This hints at fading near term...

Kymera Therapeutics recently initiated dosing in its BREADTH Phase 2b trial of KT-621 for moderate to severe eosinophilic asthma and continues its BROADEN2 Phase 2b study in atopic dermatitis, advancing its oral STAT6 degrader program across Type 2 inflammatory diseases. This progress in parallel Phase 2b trials positions KT-621 as a potential platform therapy across multiple high-burden Type 2 conditions, which could influence how investors assess Kymera’s pipeline breadth and clinical...

Amentum Holdings (AMTM) opened Q1 2026 with revenue of about US$3.2b and net income of US$44m, translating to basic EPS of US$0.18, as the market weighs these numbers against a share price around US$32.06. Over recent quarters, the company has seen revenue move from US$3.4b in Q1 2025 to US$3.9b in Q4 2025 and then to US$3.2b in Q1 2026, while basic EPS shifted from US$0.05 to US$0.16 over the same 2025 span before landing at US$0.18 this quarter. This sets up a story where profitability...

Sandisk (NasdaqGS:SNDK) has extended its joint venture with Kioxia through 2034, securing ongoing collaboration on advanced 3D flash memory. The agreement comes as the global semiconductor sector faces a supply crunch in DRAM and NAND, driven by demand for AI and data center infrastructure. The extended partnership supports Sandisk’s role as a pure play flash memory provider with expanded manufacturing capacity. For you as an investor, the key point is that Sandisk remains closely linked to...

We wouldn't blame Powell Industries, Inc. ( NASDAQ:POWL ) shareholders if they were a little worried about the fact...

Transocean (NYSE:RIG) has agreed to acquire Valaris in an all stock merger, creating what management describes as the world’s largest offshore drilling company. The deal brings together two major offshore drillers and combines their rig fleets, geographic reach, and customer bases. The companies highlight expected cost synergies and a larger, more diversified contract portfolio as key benefits of the transaction. For you as an investor, this move comes with NYSE:RIG trading at $5.44, after...

If you are wondering whether Zebra Technologies at around US$256.57 is a bargain or a value trap, you are not alone, as the share price and the fundamentals are sending some very mixed signals. Over the past week the stock is up 10%, yet the 30 day return is a 1.1% decline and the longer term record shows returns of 3.3% year to date, a 27.6% decline over 1 year and a 47.2% decline over 5 years. Recent coverage has focused on how investors are reassessing hardware focused tech names like...

Those following along with Fidelity D & D Bancorp, Inc. ( NASDAQ:FDBC ) will no doubt be intrigued by the recent...

Krystal Biotech received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for KB707, an inhaled, redosable immunotherapy for advanced non small cell lung cancer. The designation is based on early clinical evidence that KB707 may provide meaningful antitumor activity in advanced or metastatic NSCLC. RMAT status can create a faster and more flexible regulatory path for therapies targeting serious or life threatening conditions. For Krystal Biotech, ticker NasdaqGS:KRYS, this...

ImmunityBio (NasdaqGS:IBRX) is participating in the 2026 ASCO Genitourinary Cancers Symposium, highlighting its work in cancer immunotherapies. The company recently expanded use of its therapy Anktiva for lung cancer patients in Saudi Arabia following regulatory approval. ImmunityBio launched the ResQ215B Phase 2 trial, studying a chemotherapy free regimen for B cell non Hodgkin lymphoma. ImmunityBio focuses on developing cancer immunotherapies that aim to work with the immune system rather...

Copart has secured a new $1.25b unsecured senior revolving credit facility. The facility is intended to support acquisitions, capital spending, share repurchases, and international expansion. This new credit line provides additional financial flexibility alongside Copart’s existing resources. For investors watching Copart (NasdaqGS:CPRT), the new facility arrives with the stock trading at $40.35. Over the past week, the share price return is 3.6%, with a 6.8% return year to date and a 16.5%...

Ares Commercial Real Estate FY 2025 Earnings Snapshot Ares Commercial Real Estate (ACRE) has wrapped up FY 2025 with a mixed top line, reporting Q4 total revenue of US$3.4 million alongside basic EPS of a US$0.07 loss per share. The trailing twelve months show total revenue of US$72.7 million and basic EPS of roughly flat at a US$0.02 loss. Across recent quarters, the company has seen revenue move from US$18.5 million in Q4 2024 to US$20.3 million in Q1 2025, US$32.7 million in Q2 2025,...

We wouldn't blame TE Connectivity plc ( NYSE:TEL ) shareholders if they were a little worried about the fact that John...

Earlier this month, Synchrony Financial reported its latest monthly charge-off and delinquency statistics for the thirteen months to January 31, 2026, while also participating in the UBS Financial Services Conference 2026 in Key Biscayne, Florida. This continued transparency on core credit metrics gives investors a clearer view of Synchrony’s credit quality trends and portfolio health between quarterly results. Next, we’ll explore how this enhanced visibility into monthly credit performance...

Kinetik Holdings recently raised its quarterly dividend by 4% and highlighted progress on its ECCC pipeline project in the Permian Basin, underscoring management’s focus on shareholder payouts and infrastructure growth. This combination of a higher cash return and an advancing pipeline project adds a fresh income-and-projects angle to the company’s midstream story. Next, we’ll examine how the dividend increase reshapes Kinetik’s existing investment narrative around growth projects and...

Why AbbVie’s latest earnings and pipeline moves matter now AbbVie (ABBV) has just paired a strong fourth quarter with two important developments: a credit rating upgrade and fresh regulatory filings for Rinvoq in non segmental vitiligo, giving investors several new data points to assess. See our latest analysis for AbbVie. Despite the recent credit upgrade and Rinvoq filings, AbbVie’s 1 month share price return of 1.07% and year to date decline of 3.00% suggest near term momentum is still...

Confluent (NASDAQ:CFLT) is set to report its latest quarterly earnings after market close this Wednesday, with analysts expecting revenue of US$307.9 million, implying year-on-year growth that is slower than the same period last year. The company recently exceeded revenue expectations and expanded its base of large enterprise customers, so investors are watching closely to see whether this momentum can offset concerns about moderating growth. Next, we’ll examine how expectations for slowing...

Vertex, Inc. ( NASDAQ:VERX ) shareholders that were waiting for something to happen have been dealt a blow with a 25...

In recent days, BlackRock has seen heightened attention as its iShares ETFs prepare for an asset infusion, its spot bitcoin ETF logged record trading volumes during a crypto selloff, and a Texas court ruling struck down a state anti-ESG law affecting the firm’s ability to use sustainability factors in investing. Together, these developments spotlight how BlackRock’s breadth across ETFs, digital assets, and ESG-related mandates can influence how investors think about its long-term product...

KeyCorp resolved an activist campaign by HoldCo Asset Management, avoiding a proxy fight through an agreement on governance and capital allocation changes. The company plans to halt acquisitions, initiate a sizable stock buyback, and add a new independent director to its board. These steps respond to shareholder concerns and set a new course for how NYSE:KEY is managed and how capital is used. For investors, this is a clear pivot in how KeyCorp is being run. The stock trades at $22.94, with...

On 10 February 2026, CCTV announced Weibo as the official copyright video partner for the 2026 Spring Festival Gala, marking their twelfth consecutive year of collaboration and reinforcing Weibo’s role in the event’s digital experience. This renewed partnership highlights how Weibo’s deep integration into a flagship national broadcast can reinforce user engagement and advertiser interest on its platform. We’ll now examine how Weibo’s renewed Spring Festival Gala role might influence its...

LKQ Corporation has recently intensified its portfolio review, selling non-core Self Service and Specialty operations and targeting an additional US$75.00 million in annual cost savings to reshape its business mix. This combination of asset disposals and tighter cost controls highlights management’s attempt to address weak cash flow progress and concerns about returns on recent investments. We’ll now explore how these asset sales and cost-cutting plans may influence LKQ’s existing investment...