U.S. Communications Stock News

Cogent Biosciences previously submitted a New Drug Application to the FDA for bezuclastinib in NonAdvanced Systemic Mastocytosis, supported by statistically significant SUMMIT trial data and Breakthrough Therapy Designation. The SUMMIT results also marked the first time reductions in serum tryptase were clearly linked with symptom improvement in NonAdvSM, highlighting a potentially meaningful advance for this underserved patient group. We will now examine how the NDA filing, underpinned by...

Tilray Brands (TLRY) is drawing fresh attention after rolling out a Dry January Collection built around cannabis infused and non alcoholic drinks, targeting the growing sober curious trend and functional beverage demand. See our latest analysis for Tilray Brands. Tlray Brands shares have been volatile, with a 30 day share price return of 25.99% but a 90 day share price return decline of 46.16%. The 1 year total shareholder return is down 36.14%, suggesting recent Dry January excitement is...

With no single headline event in focus, Home Depot (HD) is drawing attention as investors weigh its recent share performance, including a negative past 3 months return, against its current valuation and earnings profile. See our latest analysis for Home Depot. At a share price of $349.29, Home Depot has seen short term momentum soften, with a 30 day share price return of a 1.5% decline and a 90 day share price return of a 9% decline, even as the 5 year total shareholder return of 42.78%...

In early January 2026, Quest Nutrition, part of Simply Good Foods, introduced two new high-protein chip flavors, Mexican Street Corn at Target and Pizza via Walmart’s nationwide network, expanding its better-for-you salty snack portfolio. This pairing of flavor innovation with exclusive big-box retail partnerships underscores Simply Good Foods’ emphasis on scaling Quest’s protein-forward snacks through prominent shelf placement and broader consumer reach. We’ll now examine how Quest’s...

With no single headline event driving attention, Boise Cascade (BCC) has been drawing interest as investors look at how its recent share performance and fundamentals line up within the building materials space. See our latest analysis for Boise Cascade. At a share price of $76.94, Boise Cascade has seen a 1-day share price return of 1.77% and a 7-day share price return of 4.27%, while its 1-year total shareholder return decline of 34.28% contrasts with a 5-year total shareholder return of...

At CES 2026, NVIDIA unveiled the Rubin AI computing platform, a six-chip, rack-scale architecture now in production and slated for broad deployment by major cloud providers, OEMs, and AI labs from the second half of 2026. Alongside Rubin, NVIDIA disclosed deep collaborations spanning Siemens, Red Hat, CoreWeave, and Universal Music Group, signalling a push to embed its full-stack AI infrastructure into industrial automation, autonomous systems, and content creation workflows worldwide. We’ll...

PACCAR (PCAR) has drawn fresh attention after recent share price moves, prompting investors to revisit how its truck manufacturing, parts distribution, and financial services operations align with the current valuation and recent return profile. See our latest analysis for PACCAR. The current US$117.08 share price comes after a 3.68% 1 day share price return and a 22.30% 90 day share price return, while the 5 year total shareholder return of 136.46% points to momentum that has built over a...

If you have been wondering whether UnitedHealth Group's current share price reflects its underlying worth, you are not alone. This article is built to help you assess that question clearly. The stock last closed at US$348.97, with recent returns of 5.1% over 7 days, 5.5% over 30 days, 3.7% year to date, and a 30.5% decline over 1 year alongside a 24.2% decline over 3 years and a 5.9% gain over 5 years. Recent headlines around UnitedHealth Group have focused on regulatory attention on managed...

In recent days, analysts at Piper Sandler and Keefe Bruyette reaffirmed positive views on AGNC Investment, citing improving mortgage finance conditions, falling 30‑year rates, and tighter agency spreads that support agency mortgage‑backed securities. At the same time, investors are paying closer attention to AGNC’s double‑digit dividend yield and its portfolio of government‑backed mortgages, which some view as a potential recession hedge despite the company’s focus on total return rather...

Why Caterpillar’s AI push has investors paying closer attention Caterpillar (CAT) is in the spotlight after unveiling its Cat AI Assistant and taking a high profile role at CES 2026. These moves highlight how AI and data center demand intersect with the company’s industrial equipment business. See our latest analysis for Caterpillar. The CES 2026 spotlight and Cat AI Assistant launch come after a strong run, with a 90 day share price return of 24.09% and a 1 year total shareholder return of...

Raymond James Financial (RJF) is drawing attention after a recent share move that has left the stock showing a 7.6% total return over the past year and 59% over the past 3 months. See our latest analysis for Raymond James Financial. The recent move to a share price of $168.86 comes on top of a 1-year total shareholder return of 7.6% and a 5-year total shareholder return of 162.6%. Taken together, these figures suggest momentum has been building as investors reassess Raymond James Financial’s...

Criteo (CRTO) recently attracted investor attention as its shares closed at US$20.98, with mixed short term performance that contrasts with weaker total returns over the past year and 3 years. See our latest analysis for Criteo. For Criteo, a recent 1 day share price return of 3.86% at US$20.98 sits against a 1 year total shareholder return decline of 46.01%, suggesting short term momentum is building while longer term performance has been weak. If this kind of rebound interests you, it could...

Bristol-Myers Squibb (BMY) is back in focus after several drug related updates, including a Medicaid agreement for Eliquis, new Phase 3 trial plans in pediatric neuropsychiatry, and fresh approval for subcutaneous Opdivo. See our latest analysis for Bristol-Myers Squibb. These updates arrive as Bristol-Myers Squibb’s share price has climbed to US$54.42, with a 90-day share price return of 22.18% and a 1-year total shareholder return close to flat at 0.05%. This suggests momentum has picked up...

UiPath (PATH) has been in focus after two events hit at once: its inclusion in the S&P MidCap 400 index and CEO Daniel Dines selling shares under a pre arranged trading plan. See our latest analysis for UiPath. Those cross currents have come on top of a mixed tape for UiPath, with an 11.23% 90 day share price return and a 7.18% 30 day share price decline, while the 1 year total shareholder return of 31.29% and 3 year total shareholder return of 35.92% suggest momentum has been building over a...

Bloom Energy (BE) is in focus after securing a US$600 million revolving credit facility led by Wells Fargo and a roughly US$502 million fuel cell microgrid order from Quanta’s U.S. unit. See our latest analysis for Bloom Energy. At a share price of US$103.05, Bloom Energy has seen sharp swings recently, with a 7 day share price return of 18.1%, a 30 day share price return of 13.53%, and a 1 year total shareholder return of just over 3x, reflecting how the new credit facility and large Quanta...

In early January 2026, Enphase Energy received an analyst upgrade from KeyBanc to Sector Weight, with the firm citing the company’s strong balance sheet, focus on cash generation, and progress in working down elevated channel inventories amid a still-challenging residential solar backdrop. The upgrade suggests that many of the prior concerns around tax-credit expirations, market share pressures, and inventory overhang may now be largely reflected in expectations, shifting attention to...

If you are wondering whether Ally Financial's share price offers enough value for the risk you are taking, this article walks through what the current valuation really implies. With the stock at US$47.06 and returns of 3.2% over 7 days, 11.0% over 30 days, 2.8% year to date, 35.9% over 1 year, 96.1% over 3 years and 43.9% over 5 years, many investors are asking whether the recent performance is already pricing in the key upsides and risks. Recent news around Ally Financial has centered on...

Why Kemper Is Getting Attention Now Kemper (KMPR) is back on investors’ radar after a stretch of mixed share performance, with short term gains contrasting with weaker moves over the past 3 months and year. See our latest analysis for Kemper. The recent 1-day share price return of 0.70% and 30-day share price return of 1.47% sit against a weaker 90-day share price return of a 19.63% decline and a 1-year total shareholder return of a 36.51% decline. This suggests any short term momentum is...

What DeLawder’s Retirement Signals for Park National C. Daniel DeLawder’s decision to retire from Park National (PRK) after a 55 year career, including 15 years as CEO, marks a meaningful leadership shift that centers squarely on boardroom continuity and governance. For shareholders, the upcoming 2026 Annual Meeting is now about more than routine director elections. It is a pivot point where the board will fill committee chair roles and define how it wants to oversee the bank’s next...

Diodes (DIOD) shares recently dropped after earnings fell short of expectations as the broader chip cycle cooled and revenue softened, putting fresh attention on how its fundamentals compare with today’s price. See our latest analysis for Diodes. Even with the recent earnings disappointment, Diodes’ share price has shown short term resilience, with a 7 day share price return of 9.92% and a year to date share price return of 6.63%. However, the 1 year total shareholder return of a 15.75%...

In recent commentary, Prologis highlighted that it has delivered 13% compound annual dividend growth over the past five years, underpinned by a strong balance sheet and financial flexibility. This record of dividend expansion, supported by investments in warehouses, data centers, and clean energy projects, reinforces the company’s focus on steadily growing recurring cash flows for shareholders. We’ll now examine how Prologis’ rapid dividend growth and expanding infrastructure investments...

Upstart Holdings (UPST) is back in focus after management highlighted strong Q3 results, with 80% year-on-year growth in originations, 71% revenue growth, and a sixfold sequential increase in GAAP net income. See our latest analysis for Upstart Holdings. The latest Q3 update comes after a mixed share price run, with a 12.74% 7 day share price return and 8.42% 30 day share price return, but a 15.87% decline in 1 year total shareholder return, while the 3 year total shareholder return is over...

If you are wondering whether S&P Global's share price still offers value at current levels, you are not alone. Many investors are asking the same question as the stock trades at recent highs. The stock last closed at US$539.65, with reported returns of 2.3% over 7 days, 8.3% over 30 days, 5.3% year to date, 10.6% over 1 year, 56.1% over 3 years, and 78.1% over 5 years. Recent coverage has focused on S&P Global's role in financial data, benchmarks, and credit ratings. Investors are paying...

The latest catalyst for Boeing (BA) is a US$2.7b U.S. Army contract for Apache helicopter support, paired with FAA-backed plans to increase 737 production, drawing fresh attention to the stock. See our latest analysis for Boeing. That contract and the FAA approved 737 production ramp come against a backdrop where the 1 year total shareholder return of 33.23% and 1 month share price return of 13.84% suggest momentum has recently picked up from a relatively flat year to date share price return...