U.S. Communications Stock News

Why the FCC license and new CRO matter for Anterix The recent FCC approval for Anterix (ATEX) to test satellite direct to device communications over its 900 MHz spectrum, alongside the appointment of Kim Green-Kerr as Chief Revenue Officer, gives investors fresh context for the stock’s recent move. These developments fit directly within Anterix’s focus on private broadband networks for utilities and critical infrastructure, as electricity demand, AI driven grid management, and distributed...

Palo Alto Networks (PANW) is back in focus after reporting fiscal third quarter revenue of US$3.0b, up 31% year over year, alongside higher full year guidance tied to rising demand for AI ready security products. See our latest analysis for Palo Alto Networks. The share price has pulled back 2.6% over the last day and 3.4% over the past week as investors digest the earnings beat and sector wide volatility. However, a 48.1% 1 month share price return and very large 5 year total shareholder...

Rivian Automotive (NasdaqGS:RIVN) has launched its R2 SUV, with customer deliveries scheduled to begin on June 9. The company has expanded its relationship with AT&T, targeting 5G connectivity and AI based software features in its vehicles. Volkswagen has acquired a 15.9% stake in Rivian and entered a broad technology collaboration focused on Rivian's platform. Rivian is moving from a narrower focus on premium electric pickups and SUVs toward a wider audience with the R2, which sits in a...

In recent months, Innovex International has been highlighted for holding a Zacks Rank of #1 (Strong Buy), alongside an 8.3% upward shift in its full-year earnings consensus estimate compared with three months earlier. This combination of a top analyst ranking and upgraded earnings expectations points to meaningfully improving sentiment around the company’s underlying earnings outlook. We’ll now explore how this improved analyst sentiment and earnings upgrade trend could shape Innovex...

Rubrik (RBRK) opened fiscal Q1 2027 with revenue of US$387.1 million and a basic EPS loss of US$0.21, while trailing 12 month revenue stood at US$1.4 billion and EPS over that period was a loss of US$1.45. Over recent quarters the company has seen revenue move from US$278.5 million in Q1 2026 to US$387.1 million in Q1 2027, as quarterly EPS losses shifted from US$0.53 to US$0.21. For investors, the story this quarter is about solid top line scale set against ongoing losses that keep margins...

Qnity Electronics stock snapshot after recent trading performance Qnity Electronics (Q) has drawn investor attention after a recent pullback, with the stock down 8% over the past week and 5% over the past month, despite a gain of 29% in the past 3 months. See our latest analysis for Qnity Electronics. The recent pullback sits against a much stronger backdrop, with the stock showing solid upward share price momentum over the year, but short term sentiment clearly cooling after its rapid run...

Why Centerspace’s portfolio overhaul matters for shareholders Centerspace (CSR) has put a comprehensive portfolio optimization and deleveraging plan at the center of its story, targeting US$240 million to US$245 million of asset sales and a full exit from Bismarck and Rapid City. See our latest analysis for Centerspace. Despite the portfolio plan and recent dividend affirmation, Centerspace’s 1 month share price return is down 11.8% and the stock is down 11.5% year to date. However, the 3...

Palantir Technologies (NasdaqGS:PLTR) announced a series of new enterprise AI partnerships and platform integrations at AIPCon 10. Key collaborators include Google Cloud, Kirkland & Ellis, McCarthy Building Companies, and Mexican insurer GNP Seguros. The agreement with GNP Seguros marks Palantir’s first public commercial client in Mexico. These partnerships extend Palantir’s AI platform into legal, construction, insurance, and cloud based enterprise workflows. For investors watching how AI...

TransMedics Group (TMDX) has been drawing attention after recent share price swings, with the stock down 5% over the past month and 46% over the past 3 months, despite positive reported revenue and net income growth. See our latest analysis for TransMedics Group. At a share price of $69.43, the stock has seen a sharp loss of 46% based on the 90 day share price return and a 50.07% decline on the 1 year total shareholder return. This suggests recent momentum has faded despite earlier multi year...

In early June 2026, Oscar Health announced that co-founder Mario Schlosser moved from President of Technology and Chief Technology Officer to a Co-Founder & Advisor to the CEO role, where he will focus on advancing the company’s artificial intelligence and digital health initiatives while retaining his Board seat. At the same time, growing analyst confidence in Oscar Health’s Affordable Care Act positioning and operating execution is reshaping how investors view its long-term technology-led...

Some investors may be wondering if Fulton Financial at around US$21.95 is offering real value right now, or if the easy gains are already behind it. The stock has returned 1.2% over the last week, 0.7% over the past month, 12.7% year to date and 30.8% over the last year, with 3 year and 5 year returns of 91.9% and 59.7% respectively. These figures naturally raise questions about what is already priced in. Recent coverage has focused on Fulton Financial as a regional bank stock that investors...

Planet Labs PBC (PL) has reported Q1 2027 revenue of US$94.2 million, with a basic EPS loss of US$0.40 and a net income loss of US$138.9 million, while trailing 12 month figures show revenue of US$335.6 million and a net income loss of US$373.1 million. Over recent quarters, the company has seen revenue move from US$66.3 million in Q1 2026 to US$94.2 million in Q1 2027, as basic EPS losses shifted from US$0.04 in Q1 2026 to US$0.40 in Q1 2027. This sets up a picture where top line progress is...

If you are wondering whether Duke Energy's current share price really lines up with its underlying value, especially after a long run in utilities, this article breaks down what the numbers are actually saying. The stock last closed at US$124.22, with returns of 1.2% over the past week, a decline of 1.1% over the past month, 5.8% year to date, 11.6% over 1 year, 52.3% over 3 years and 47.8% over 5 years. Recent coverage has focused on Duke Energy's role as a large regulated utility,...

Highwoods Properties, Inc. recently recast a US$150,000,000 unsecured bank term loan, extending its maturity from May 2027 to June 2031 and resetting interest on this and other key credit facilities to SOFR plus 85–95 basis points, with small adjustments tied to greenhouse gas emissions targets. This refinancing not only lengthens Highwoods’ debt runway but also embeds sustainability-linked incentives into its capital structure, potentially influencing both financing costs and investor...

In early June 2026, Macy’s, Inc. reported first-quarter 2026 results with revenue of US$4,892 million, net income of US$63 million, and raised both its full-year and second-quarter net sales guidance while continuing share repurchases under its existing buyback program. The company’s upgraded outlook, strong comparable sales led by Bloomingdale’s, and ongoing capital return and employee ownership initiatives suggest its “Bold New Chapter” turnaround plan is gaining operational traction...

In the past quarter, Innodata reported Q1 2026 revenue of US$90.1 million, a 54% year-over-year increase, and raised its full-year 2026 revenue growth outlook to around 40% or more amid strong AI-related demand from frontier labs and Big Tech clients. Management’s launch of an Evaluation and Observability Platform for agentic AI systems, alongside a new US$51 million Big Tech engagement, highlights Innodata’s push deeper into higher-value AI infrastructure services rather than pure data...

In recent months Boyd Gaming reported flat year-on-year Q1 revenue while missing adjusted operating income and EPS estimates, continued investing in property upgrades, opened the Cadence Crossing Casino in Las Vegas, advanced its US$750.00 million Virginia resort, secured approval to modernize Par-A-Dice in Illinois, and attracted renewed analyst coverage highlighting its diversified operations. Analysts and investors are increasingly focused on Boyd’s potential to benefit from possible...

Guidewire Software (GWRE) has just reported Q3 2026 results with revenue of US$372.5 million and basic EPS of US$0.20, alongside trailing twelve month EPS of US$1.89 that sits against very large earnings growth of 361.8% over the past year. The company has seen trailing twelve month revenue move from US$1.20 billion in Q4 2025 to US$1.42 billion in Q3 2026, while trailing EPS lifted from US$0.83 to US$1.89 over the same period, as net income rose from US$69.8 million to US$159.8 million. With...

Wondering whether Alibaba Group Holding at around US$121.06 is offering good value or just noise in your watchlist? This article walks through the numbers so you can judge the price tag with more confidence. The stock is down 2.5% over the past week and 14.4% over the past month, while the year to date return is down 22.3% and the 1 year return sits at 3.1%, compared with a 49.0% gain over 3 years and a 39.8% decline over 5 years. These mixed returns sit against a backdrop of ongoing...

Sandisk has shifted a large portion of its business toward long term AI storage contracts, moving away from spot NAND sales. The company reports more than $42b in minimum revenue multiyear commitments, tied to AI infrastructure demand. Management highlights greater revenue visibility, potential margin benefits, and adjusted pricing terms with major customers as part of this transformation. For investors watching NasdaqGS:SNDK, this contract driven reset is a key development to understand...

Dividend hike puts income and growth in focus Welltower (WELL) has put income front and center by announcing plans to lift its quarterly dividend to US$0.85 per share from the second quarter of 2026, subject to Board approval. The 14.9% to 15% increase comes alongside management’s comments on robust operational growth, strong cash flow per share, and balance sheet strength. This signals that the higher payout is being paired with continued investment in healthcare real estate. See our latest...

Hurco Companies (HURC) reported Q2 2026 revenue of US$47.6 million, with a loss per share (EPS) of US$0.37 and net income excluding extra items showing a loss of US$2.4 million, setting another unprofitable quarter against a share price of US$21.13. The company has seen quarterly revenue move from US$40.9 million and a loss per share of US$0.63 in Q2 2025 to US$47.6 million and a loss per share of US$0.37 in Q2 2026. Trailing 12 month figures show revenue of US$181.8 million and a net loss...

In late May 2026, Cloudflare filed a preliminary proxy statement recommending shareholders support board nominees Michelle Zatlyn, Scott Sandell, and Karim Lakhani at its June 30 annual meeting, while also advancing AI-focused partnerships and acquisitions such as the Anthropic collaboration and the purchase of VoidZero. Together with strong Q1 2026 results and new AI-agent infrastructure offerings, these moves underscore Cloudflare’s push to be a core platform for secure, developer-centric...

Snap (NYSE:SNAP) now has more than 250 million monthly active users in India, its largest market by audience size. Advertisers using Snapchat in India are reported at roughly 10 times the level of two years ago. Advertiser spending in India has approximately tripled across all quarters over the same period. For investors watching NYSE:SNAP, India has moved to the center of the story. Snapchat’s core business of messaging, augmented reality filters, and short video now sits on top of a user...