U.S. Communications Stock News

Wondering whether Fastly's US$16.32 share price reflects fair value, a bargain, or a lot of hope? This article walks through the key numbers so you can judge that for yourself. The stock is up 60.2% year to date and 127.0% over the past year, even though it has fallen 4.0% over the last week and 35.2% over the past month. These moves can change how you think about both upside and risk. Recent headlines have focused on Fastly's position in edge computing and content delivery, along with...

Event driven snapshot of CoStar Group (CSGP) CoStar Group (CSGP) has come under closer investor scrutiny after recent share price moves, with the stock roughly flat over the past day but down over the past month and past 3 months. See our latest analysis for CoStar Group. That recent stability at a share price of US$33.95 comes after a tougher stretch, with the 30 day share price return down 12.43% and the 1 year total shareholder return down 54.12%. This suggests momentum has cooled and risk...

Earlier this week, ADT Inc. launched ADT Blu, a self-installed home security system sold through Amazon and ADT channels, offering modular equipment, AI-enabled cameras, and optional 24/7 professional monitoring managed via the ADT+ app without long-term contracts. The move marks a meaningful expansion of ADT’s model into the fast-growing DIY smart home segment, blending app-based self-install with a clear pathway to professional monitoring as customer needs change. Now we’ll explore how ADT...

Youdao (NYSE:DAO) opened 2026 with Q1 revenue of CN¥1.35b and basic EPS of CN¥0.33, setting the tone for how the rest of the year may shape up for the stock. The company has seen quarterly revenue move from CN¥1.30b in Q1 2025 to CN¥1.35b in Q1 2026, while basic EPS over the same quarters shifted from CN¥0.65 to CN¥0.33, putting the focus firmly on how efficiently that top line is being converted into earnings. For investors, the key question now is how these earnings and margins evolve from...

Palantir Technologies (PLTR) is back in focus after reporting record Q1 revenue growth and operating margins, lifting its full year guidance as demand for its AI driven software platforms remains strong. See our latest analysis for Palantir Technologies. Despite the strong Q1 update and AI tailwinds across software, Palantir’s share price has been under pressure this year, with a year to date share price return down 18.46% after a 10.31% decline over the past 30 days. At the same time, the...

Ameriprise Financial stock in context Ameriprise Financial (AMP) has drawn investor attention after a period in which the stock is down about 4% over the past month and roughly 4% over the past 3 months. See our latest analysis for Ameriprise Financial. At a share price of $452.31, Ameriprise Financial has seen weaker short term share price momentum, with the 1 month share price return down 3.46% and the year to date share price return down 8.40%. This contrasts with the 5 year total...

In recent days, Vertiv Holdings Co. has drawn attention after acquiring Strategic Thermal Labs to deepen its liquid-cooling capabilities for high-density AI and high-performance computing data centers, while continuing to win roles in large AI infrastructure projects and launch new power protection products. An interesting angle is how this acquisition strengthens Vertiv’s end-to-end “thermal chain” for AI workloads, potentially increasing the value of its integrated power and cooling...

If you are wondering whether Costco Wholesale at around US$1,028 a share still makes sense to hold or to start building a position, this article walks through what the current price might imply about value. The stock is down 2.0% over the last week, up 2.4% over the last month, up 20.3% year to date, and has returns of 2.5% over 1 year, 111.0% over 3 years, and 186.9% over 5 years. These figures can influence how much risk or opportunity investors feel is now priced in. Recent ongoing...

David Tepper's Appaloosa Management has taken a fresh position in Sandisk (NasdaqGS:SNDK), aligning with the company’s AI focused business shift. Sandisk reported blockbuster fiscal Q3 2026 results, supported by AI datacenter demand and a new business model centered on long term supply deals. The company has secured more than $42b in multi year agreements with hyperscalers, adding a new layer of revenue visibility beyond typical memory industry cycles. For investors watching AI...

BingEx (NasdaqGS:FLX) opened Q1 2026 with revenue of C¥935.3 million and a basic EPS loss of C¥0.63, while trailing twelve month figures show C¥3.97 billion of revenue and basic EPS of C¥1.13. This reflects a period that includes both profitable quarters and earlier losses. Over the last five reported quarters, revenue has ranged between C¥935.3 million and C¥1.03 billion, while quarterly basic EPS has moved from a loss of C¥4.47 in Q4 2024 to profits as high as C¥0.77 in Q2 2025 before...

Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$2.81 billion, while also outlining plans for its new EPIC Center in Silicon Valley to speed commercialization of advanced semiconductor equipment. A few days later, Broadcom announced it would join Applied’s EPIC platform to co-develop advanced chip packaging for AI systems, underscoring how Applied is turning its large US$5.00 billion EPIC investment into a cross-industry innovation...

If you are wondering whether S&P Global stock is starting to look interesting at current levels, the key question is how its price stacks up against its underlying worth. The share price closed at US$417.60, with a 7 day gain of 3.6%, after declining 7.0% over the past month and 18.5% year to date, while the 1 year return shows a decline of 17.5% and the 3 and 5 year returns sit at 18.3% and 14.5% respectively. Recent coverage of S&P Global has focused on how investors are reassessing large...

In May 2026, Walmart reported first-quarter revenue of US$177.75 billion and net income of US$5.33 billion, with earnings per share rising to US$0.67 from US$0.56 a year earlier. Despite this profit growth, management’s cautious guidance around margin pressure from higher fuel costs and signs of consumer strain has become the central focus for investors. We’ll now examine how Walmart’s solid Q1 earnings but cautious outlook on fuel-driven consumer pressure shape its existing investment...

Shoals Technologies Group, Inc. recently opened its new 638,000-square-foot “Mega Facility” in Portland, Tennessee, backed by a US$30 million investment and a planned commitment of up to US$80 million over five years to expand domestic manufacturing for solar, battery energy storage systems and data center infrastructure. By consolidating three Tennessee sites into a single, more automated campus, Shoals aims to boost production efficiency and strengthen its role in the U.S. clean energy...

Investors may be wondering whether ManpowerGroup at around US$29.37 is starting to look like value, or if the market is pricing in deeper concerns about the business. The stock has risen 13.1% over the past week, although it remains down 6.9% over the last month, 2.3% year to date and 27.1% over the past year, which may signal changing views on its risk and recovery potential. Recent coverage has focused on ManpowerGroup as a long established player in global staffing and human capital...

MSA Safety Inc. has elected Robert A. Bruggeworth as Chairman of the Board, effective May 8, 2026, succeeding Nish Vartanian who will continue to serve as a Director. The appointment brings to the Chair role a long-tenured MSA board member and current Qorvo CEO, adding deep operational and technology leadership experience to MSA’s governance. We’ll now examine how elevating long-time director and Qorvo CEO Robert Bruggeworth to Chairman could influence MSA Safety’s investment narrative. Find...

Meta has launched a new standalone app called Forum that targets topic based online communities. The product is positioned as a direct competitor to Reddit and other discussion focused platforms. The move raises fresh competitive questions for Reddit stock, NYSE:RDDT, as Meta targets similar users and use cases. Reddit, NYSE:RDDT, is built around topic based forums where users share posts, comments, and votes across thousands of communities. Meta entering this dedicated forum space brings...

Lumentum Holdings (LITE) has just been added to the Nasdaq 100 Index. This milestone coincides with sharp share price swings driven by profit taking, valuation worries, and cautious options positioning. See our latest analysis for Lumentum Holdings. The recent pullback, with the 1-day share price return down 1.82% and the 7-day share price return down 2.45%, comes after a strong run that includes a 30-day share price return of 8.39%, a 90-day share price return of 41.80%, and a year to date...

Lantronix (LTRX) is back in focus after Safe Pro Group reported progress on their AI threat detection work for drone platforms, alongside the recent launch of Lantronix’s xPico 600 embedded IoT gateway modules. See our latest analysis for Lantronix. Those product and partnership updates come after a strong run for the stock, with the latest share price at US$7.08, a 1 year total shareholder return of about 3x and a 3 year total shareholder return of 47.5%, suggesting momentum has been...

Southwest Airlines recently expanded its senior secured term loan facility by US$1.0 billion to US$1.5 billion in total, with aircraft and related assets pledged as collateral and the loans maturing on March 11, 2029, while remaining prepayable without penalty. This financing move, coupled with flexibility to adjust the collateral pool and add up to another US$1.0 billion in future term loans, materially increases Southwest’s liquidity options and balance sheet resilience at a time of...

Multiple major hospital systems have filed federal lawsuits against CVS Health, alleging it withheld about $250 million in 340B drug discount savings between 2020 and 2025. The complaints claim CVS Health adjusted reimbursement payments in a way that reduced the benefit of the federal 340B program for participating health systems. The lawsuits focus on CVS Health's integrated pharmacy benefit management model and its handling of discounts intended for hospitals serving vulnerable...

If you are wondering whether Oceaneering International at about US$38.77 is still attractively priced or already stretched, the key is to look closely at what the current share price implies about future cash flows and risk. The stock has returned 2.5% over the last 7 days, 0.8% over the last 30 days, 56.0% year to date and 104.2% over the past year, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on Oceaneering...

IAC recently reported a weak first quarter, with US$422.9 million in revenue, a 12.2% year-on-year decline that fell 17.1% short of analyst expectations, while also participating in investor conferences featuring Executive Vice President, COO and CFO Christopher Halpin. These results, marking the slowest revenue growth and softest performance versus estimates among digital media and content peers, raise questions about IAC’s execution and competitiveness. With this disappointing revenue...

Lionsgate Studios (LION) closed FY 2026 with fourth quarter revenue of US$906.5 million and basic EPS of US$0.24, while trailing 12 month figures show revenue of US$2.6 billion and a basic EPS loss of US$0.64. Over recent periods, the company has seen quarterly revenue move between US$475.1 million and US$1.2 billion, with basic EPS ranging from a loss of US$0.41 in FY 2025 Q4 to a profit of US$0.24 in FY 2026 Q4. This highlights how earnings volatility continues to shape margins and overall...