U.S. Communications Stock News

Amkor Technology (NasdaqGS:AMKR) outlined a multi year growth plan at its 2026 Investor Day. The company plans to invest US$7b in Arizona to build high volume advanced semiconductor packaging capacity. The Arizona facility is intended to support advanced packaging for end markets including AI and automotive by 2028. Amkor is a major outsourced semiconductor packaging and test provider, positioned between chip designers and end device makers. The new Arizona plan ties directly into demand...

Investors may be wondering if Terex at around US$57.30 is offering good value right now, or if the easy gains are already behind it. The stock is up 26.7% over the last year and 4.1% year to date, even though it has fallen 10.3% in the last week and 5.9% over the past month. Recent coverage has focused on Terex as a cyclical industrial stock, with investors weighing its exposure to heavy equipment demand and broader capital spending trends. This has kept attention on how resilient its order...

Zscaler (NasdaqGS:ZS) has agreed to acquire Symmetry Systems to integrate data security and AI governance tools into its Zero Trust Exchange platform. The deal focuses on advanced identity mapping and granular data access controls to support enterprise AI projects and regulatory requirements. Zscaler is moving to deepen its role in AI security as investors are watching how cybersecurity companies adapt their product suites. The stock closed at $171.01, with a return of 11.3% over the past...

Rigetti Computing (NasdaqCM:RGTI) has been selected for up to US$100 million in direct U.S. government funding under the CHIPS and Science Act. The package includes a prospective equity stake for the Department of Commerce, creating a public private partnership structure. The funding is intended to support Rigetti’s quantum computing development over the next three years. Rigetti focuses on building and commercializing quantum computers, an area governments and large enterprises are...

FIGS (FIGS) is back in focus after first quarter revenue and profitability topped Wall Street expectations, and the stock rose 6.5% alongside broader consumer discretionary gains linked to easing bond yields and lower oil prices. See our latest analysis for FIGS. Beyond the post earnings jump, FIGS has a 1 year total shareholder return of about 175% alongside a 3 month share price return of 10.68%. However, the 1 month share price return fell 21.81%, suggesting momentum is consolidating after...

Entegris has removed supermajority voting requirements from its corporate charter. This change adjusts how key corporate decisions can be approved by shareholders. The move affects shareholder rights and future governance outcomes at Entegris. For investors tracking Entegris (NasdaqGS:ENTG), this governance shift sits alongside a stock that has seen mixed recent trading. The shares last closed at $131.39, with the price down 5.7% over the past week and down 10.6% over the past month, while...

In recent weeks, Tandem Diabetes Care stockholders approved amendments to the company’s charter, expanded the 2023 Long-Term Incentive Plan by 3,260,000 shares, and re-elected all nine directors while ratifying Ernst & Young LLP as auditor for fiscal 2026. At the same time, Tandem highlighted progress toward launching its Tubeless Mobi and Sigi insulin pumps by 2027 alongside improved EBITDA guidance, reinforcing management’s focus on execution and long-term growth alignment with...

Earlier in May, Altria Group’s board declared a regular quarterly dividend of US$1.06 per share, payable on July 10, 2026, to shareholders of record as of June 15, 2026, while also confirming that future dividends remain at the board’s discretion. Alongside this dividend decision, Altria completed a CEO and CFO transition after strong first‑quarter results, signaling continuity in its focus on shareholder returns and smoke‑free product development. We’ll now examine how the leadership change...

Globalstar (GSAT) shares are in focus after the company postponed the planned May 17 HIBLEO-4 satellite launch with SpaceX, a move that puts the timing of execution on its network investment back in the spotlight. See our latest analysis for Globalstar. Globalstar’s recent HIBLEO-4 launch delay comes after a series of network investment updates and routine equity grants to directors and executives. The stock’s 90 day share price return of 37.62% sits alongside a very large 1 year total...

In May 2026, Blue Owl Capital completed a second US$400 million investment-grade bond issue in quick succession, using the proceeds to refinance existing borrowings while its private credit fund attracted strong demand with tighter-than-expected pricing spreads. This fresh access to bond markets, alongside the build-out of areas like insurance solutions and GP stakes liquidity, highlights how Blue Owl is using diversified capital tools to reinforce its balance sheet and broaden its platform...

Alaska Air Group stock moves without a clear news catalyst Alaska Air Group (ALK) has been active in recent trading, with the stock up 3.1% over the past day and 7.7% over the past week, without a specific headline driving the move. Shares now trade at US$41.09. The stock is down slightly over the past month and has declined about 22% over the past 3 months, giving the company a market value of about US$4.4b. See our latest analysis for Alaska Air Group. Recent gains contrast with weaker...

Recent share performance and context for Raymond James Financial Raymond James Financial (RJF) has seen its stock price fall about 1% over the past day, about 3% over the past week and about 3% over the past month, with a decline of about 5% in the past 3 months. Year to date, the stock is down around 8%, while the total return over the past year is about 4%. Multi year total returns over the past 3 and 5 years are materially higher on a percentage basis. See our latest analysis for Raymond...

Gilat Satellite Networks (GILT) drew fresh attention after reporting first quarter 2026 results that shifted from a loss to a net profit and reaffirming full year revenue guidance of US$500 million to US$520 million. See our latest analysis for Gilat Satellite Networks. The stock has given up some ground recently, with the 1 month share price return down 14.29% and the 7 day share price return down 4.48%. This comes even though the year to date share price return is up 14.54% and the 1 year...

Why Belden (BDC) Is Back on Investor Radar Belden (BDC) has attracted fresh attention after an analyst upgrade tied to higher earnings expectations, alongside progress on its 2025 sustainability targets and new ESG goals for 2030. See our latest analysis for Belden. Despite the upgrade and ESG progress, recent share price momentum has been weak. The stock is down over the past week, month, and quarter, while the 1-year total shareholder return is slightly negative and multi year total...

Coinbase Global (NasdaqGS:COIN) is exploring potential direct access to US Federal Reserve payment rails under recent executive actions and Fed proposals. The company is building out its stablecoin infrastructure, including a new US dollar backed token, USDF, on Solana through a partnership with Flipcash. These moves could change how Coinbase connects crypto trading, stablecoins, and traditional payments inside the US financial system. Coinbase Global, trading at $193.56, sits at the center...

If you are wondering whether Bloom Energy's recent share price levels make sense, the key question is how that price compares with the company's underlying value. The stock most recently closed at US$307.88, with returns of 1.5% over the past week, 39.4% over the past month and 212.0% year to date, alongside a very large gain over the past year and multi year period. These moves sit against a backdrop of ongoing attention on Bloom Energy's role in the clean energy and power technology space,...

Recent share performance and business footprint Teradyne (TER) has drawn investor attention after a strong year to date, with the stock up about 70%, even as it is down roughly 7% over the past month and up about 9% over the past 3 months. The company designs automated test systems and robotics products, reporting revenue of about US$3.79b and net income of roughly US$854.06m, with annual revenue and net income growth of 15.95% and 22.28% respectively. Semiconductor Test is Teradyne's largest...

Earlier this week, China confirmed an order for 200 Boeing aircraft following talks between Presidents Trump and Xi, reviving Boeing’s access to a key aviation market and pairing the deal with a framework for reciprocal tariff reductions on about US$30.00 billion of goods on each side. Although the order fell short of earlier expectations for a larger deal, it still marks Boeing’s first major Chinese commitment in nearly a decade and may help ease trade frictions that had constrained its...

Analog Devices (NasdaqGS:ADI) has agreed to acquire Empower Semiconductor in an all cash deal valued at $1.5b. The transaction is aimed at strengthening Analog Devices' AI focused power management offerings for data centers and compute systems. The deal is expected to close in the second half of 2026, subject to closing conditions and approvals. For investors watching Analog Devices at a current share price of $384.21, this deal follows a period of strong longer term share performance,...

CoreWeave stock reaction and recent performance snapshot CoreWeave (CRWV) has been on investors’ radar after recent trading that left the stock at US$107.58, with the move pairing solid year to date gains with mixed shorter term returns. Over the past month the stock is down 6.6%, while over the past 3 months it is up 20.5% and over the past year it has gained 7.4%, highlighting uneven shorter term momentum. See our latest analysis for CoreWeave. Stepping back, CoreWeave’s share price return...

Wondering whether ON Semiconductor at around US$109.61 is still offering value, or if most of the opportunity is already reflected in the price. The stock has been volatile lately, with the price falling 7.4% over the past week but still up 26.1% over the past month, 93.3% year to date and 159.2% over the last year. Recent headlines around ON Semiconductor have focused on its role within the broader semiconductor sector and how investor sentiment has shifted as chip related themes stay in...

Selective Insurance Group (SIGI) is back in focus after recent analyst commentary pointed to slowing demand, with estimated sales growth for the next 12 months projected at just 1.7%. See our latest analysis for Selective Insurance Group. Despite concerns about slowing sales, recent trading has been firm, with a 12.13% 1 month share price return and the stock at US$90.69, while the 3 year total shareholder return has declined 3.18%, which hints that longer term momentum has been softer. If...

If you are wondering whether Amphenol stock still offers value after a strong run, or if you may be arriving late to the story, this article explains what the current price could be implying about future expectations. The stock closed at US$124.86, with the share price down 3.4% over the past week and down 17.8% over the past month, while the 1 year return is 47.5% and the 3 year return is described as a very large gain. Recent coverage has focused on Amphenol's role as a major supplier of...

Chevron stock at a glance Chevron (CVX) is drawing attention after its shares recently closed at US$191.01, with investors weighing the integrated energy company’s current value against its recent share performance and latest reported financial figures. See our latest analysis for Chevron. The recent 1-day share price decline of 0.17% sits against a stronger backdrop, with the stock showing a 22.52% year to date share price return and a 47.10% total shareholder return over the past year,...