U.S. Communications Stock News

Valaris Limited recently announced it has secured a multi-year contract with Shell for the drillship VALARIS DS-8 offshore Brazil, starting in the first quarter of 2027, with an estimated 800-day duration and total value of approximately US$300,000,000. This long-term, high-value contract enhances Valaris's future revenue visibility and reinforces demand for its high-specification deepwater drilling capabilities in Brazil. We’ll now examine how this multi-year, US$300,000,000 Shell contract...

Ralph Lauren (RL) just delivered a stronger than expected Q2 2026 and raised its full year outlook, a combination that has investors revisiting the stock’s appeal after an already strong run. See our latest analysis for Ralph Lauren. The upbeat quarter, higher guidance, and ongoing dividend affirmations are landing on top of a powerful backdrop. A roughly mid teens 3 month share price return and a near 300 percent 5 year total shareholder return are signaling sustained momentum rather than a...

Williams-Sonoma (WSM) just gave income-focused investors something to smile about, with its board affirming a quarterly cash dividend of $0.66 per share, a move that underscores management’s confidence in its future earnings power. See our latest analysis for Williams-Sonoma. The dividend news comes after a solid run, with a roughly 9 percent 1 month share price return and a powerful 3 year total shareholder return of about 236 percent, suggesting momentum is still broadly intact. If that...

Earlier this month, Sable Offshore Corp. closed a US$254.55 million shelf registration for 45,454,546 common shares, shortly after U.S. regulators confirmed that its Las Flores pipeline system connecting the Santa Ynez Unit to the Pentland Station terminal is an active interstate facility under exclusive federal oversight. This shift of regulatory authority from California to federal agencies marks a material change in Sable Offshore’s operating landscape, potentially easing long-running...

Nurix Therapeutics, Inc. recently presented new clinical data from its ongoing Phase 1a/1b NX-5948-301 trial of bexobrutideg (NX-5948) in relapsed or refractory B-cell malignancies at the 67th American Society of Hematology Annual Meeting, including safety and efficacy findings across multiple dose levels and patient cohorts. The data underpin selection of a 600 mg dose as the recommended Phase 2 level and support Nurix’s pivotal DAYBreak development program under FDA initiatives Project...

Curtiss-Wright recently attracted generally favorable analyst attention, including an upgrade to Zacks Rank #2 (Buy), reflecting increased confidence in its earnings outlook and business quality. This follows two years of revenue growth outpacing its sector and a 16.5% operating margin, highlighting a business model that has scaled efficiently and profitably. We’ll now explore how this improved analyst sentiment, anchored in earnings expectations, could shape Curtiss-Wright’s existing...

OPENLANE (KAR) has quietly put together a strong run, with the stock up about 22% over the past month and roughly 51% year to date, reflecting growing confidence in its digital auto marketplace model. See our latest analysis for OPENLANE. With the share price now at $30.55 and a 30 day share price return above 20 percent feeding into a year to date gain above 50 percent, momentum looks to be rebuilding on the back of improving sentiment around OPENLANE s digital first strategy. At the same...

Wondering if Newmont is still a smart buy after its big run, or if the value has already been mined out of the stock? You are in the right place to unpack what the current price really implies. Newmont has surged recently, climbing about 3.2% over the last week, 15.7% over the last month, and 164.0% year to date, with a 169.1% gain over the past year that has completely changed how many investors see its risk and reward profile. Those moves have come alongside renewed interest in gold and...

BlackRock (BLK) has quietly outperformed the broader market over the past month, and that move looks more interesting once you line it up against the stock’s mixed near term and past 3 months returns. See our latest analysis for BlackRock. Zooming out, BlackRock’s 4.2 percent year to date share price return and mid single digit 1 year total shareholder return suggest solid but not explosive momentum after a weaker 3 month patch, with long term holders still well ahead. If BlackRock’s steady...

In the recent past, YETI Holdings reported a third quarter in which revenue and EBITDA came in ahead of analyst expectations, with management crediting product innovation, brand strength, and expanding international reach for the performance. This combination of stronger-than-expected results and confident growth commentary suggests that YETI’s long-term expansion efforts may be gaining meaningful operational traction. Now we’ll examine how YETI’s better-than-expected quarterly performance...

PDD Holdings (PDD) is back in the spotlight after a clash between its executives and Shanghai regulators escalated into physical altercations, police involvement, and mass firings, putting regulatory risk squarely on investors’ radar. See our latest analysis for PDD Holdings. That regulatory showdown has clearly rattled confidence in the near term, with a 30 day share price return of minus 7.21 percent and a 90 day slide of 15.42 percent. Even so, the year to date share price return remains...

Earlier this week, Sardine announced a partnership with Helix by Q2, integrating real-time fraud monitoring and compliance tools into Q2’s cloud-native embedded finance platform for sponsor banks and fintech clients. This tie-up strengthens Q2’s risk-management offering, potentially making its digital banking and embedded finance stack more attractive to regulated institutions seeking end-to-end fraud and compliance capabilities. We’ll now explore how this enhanced fraud and compliance...

Earlier this month, PagerDuty reported third-quarter fiscal results that beat profit expectations but missed on revenue, highlighted reduced dollar-based net retention, and cut full-year revenue guidance after underestimating customer budget pressures and seat reductions. The disclosure of these retention and guidance headwinds has now drawn a federal securities law investigation and prompted diverging analyst opinions on the sustainability of PagerDuty’s growth story. We’ll now examine how...

Apple recently changed how iOS apps work in Japan, allowing alternative app marketplaces and external payment options to comply with the country’s Mobile Software Competition Act while adding safeguards like app notarization and child protections to address heightened security and privacy risks. This shift loosens Apple’s long-standing control over app distribution and payments in a major market, potentially reshaping its high-margin services model and testing how far it can open the...

A Jefferies downgrade and a sizable insider sale have just put Nextpower (NXT) back under the microscope, as the stock wobbles alongside a broader pullback across the solar sector. See our latest analysis for Nextpower. Those concerns come after a huge run, with the latest share price at $88.7 and a standout year to date share price return of roughly 125 percent, alongside a roughly 152 percent 1 year total shareholder return. This suggests momentum is still positive even if short term...

If you are wondering whether Bitmine Immersion Technologies at around $31 a share is still a smart bet after its huge run, or if the easy money has already been made, you are not alone. The stock is down about 10% over the last week but still up 7.5% in the past month, with an eye catching 348.0% gain year to date and 282.6% over the last year, a combination that highlights both potential opportunity and elevated risk. Much of this move has coincided with growing market attention on...

H&R Block (HRB) just turned in a quarter that topped revenue and EBITDA expectations, then followed it up with the biggest full year guidance raise in its peer group. This signals management’s confidence heading into fiscal 2026. See our latest analysis for H&R Block. The upbeat outlook lands after a choppy stretch for the stock, with a 90 day share price return of minus 13.05 percent and a year to date share price return of minus 17.67 percent, yet the five year total shareholder return of...

NMI Holdings (NMIH) caught traders attention after a well followed Keefe, Bruyette & Woods analyst upgraded the stock to Outperform. The move reflects growing confidence in its earnings power and mortgage insurance growth trajectory. See our latest analysis for NMI Holdings. The upgrade lands after a solid run, with NMI Holdings posting a roughly 11 percent 1 month share price return and a powerful near doubling in 3 year total shareholder return. This suggests momentum is still building...

Recently, Driivz, a Vontier company, was added to the Electric Vehicle Charging Accessibility Network’s Qualified Products List after meeting interoperability, security, reliability, and data-management requirements. This qualification could make Driivz a more attractive software partner for public agencies and utilities seeking funding-eligible, scalable EV charging solutions. Next, we’ll explore how Driivz’s Qualified Products List status may influence Vontier’s investment narrative around...

Nike (NKE) just posted its Q2 2026 numbers, with revenue at $12.4 billion, basic EPS of $0.54 and net income of $792 million setting the tone for the latest quarter. The company has seen revenue move from $12.4 billion in Q2 2025 to $12.4 billion in Q2 2026, while basic EPS shifted from $0.78 to $0.54 over the same period, giving investors plenty to dissect around how underlying margins are tracking. See our full analysis for NIKE. With the headline figures on the table, the next step is to...

RPM International (RPM) has had a choppy stretch lately, with the stock slipping over the past week but still edging higher over the month. That mixed price action sets up an interesting entry point. See our latest analysis for RPM International. Zooming out, the recent pullback sits against a softer backdrop, with the 90 day share price return of negative 14.14 percent and a one year total shareholder return of negative 14.54 percent pointing to fading momentum despite solid underlying...

Earlier this month, Valmont Industries reported revenue growth of 2.5% year on year, beating analyst forecasts on both sales and adjusted operating income, and raised its full-year earnings guidance. The standout detail was that Infrastructure delivered solid growth on the back of strong utility demand and improved factory throughput, even as Agriculture markets remained under pressure. Now we’ll explore how the raised earnings guidance and Infrastructure strength could influence Valmont’s...

In recent weeks, Goldman Sachs filed a US$30.00 billion medium-term note shelf registration and issued multiple fixed-rate senior and subordinated bonds across maturities from 2028 to 2055 as part of its ongoing funding plans. These bond sales coincide with Goldman’s push into AI-focused software advisory and enterprise AI investing, underscoring how its balance sheet funding supports a bigger pivot toward technology-driven, fee-based businesses. We’ll now examine how Goldman’s expanded...

Earlier in December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. This detailed breakdown highlights how reliant the company expects to be on high-margin royalty income, with smaller contributions from Captisol and contract work. Next, we’ll examine how this...