U.S. Construction Stock News

Earlier in June 2026, SEI Investments announced an enhanced, unified platform for public and private market investment managers, combining its SEI Data Cloud with the SEI Scope portal to improve data access, transparency, and operational efficiency, while also rolling out AI, automation, and onboarding tools across its investment manager technology ecosystem. Just days later, SEI added Matt Provencher as Global Head of Enterprise Professional Services, formalizing a firmwide push to pair its...

Madrigal Pharmaceuticals recently filed a US$717.70 million shelf registration for up to 1,431,985 common shares, while also granting four-year vesting restricted stock units to five new non-executive employees under its 2025 Inducement Plan. Together, the potential equity issuance and inducement grants highlight Madrigal’s ongoing use of stock-based funding tools to support growth and talent retention while preserving operational flexibility. We’ll now examine how Madrigal’s new shelf...

In the most recent quarter, DNOW reported revenue that came in well above analyst expectations, delivering the fastest top-line growth among its industrial distribution peers, even though adjusted operating income fell short of forecasts. This mix of stronger-than-expected sales and an earnings miss underscores how DNOW’s supply chain strengths, rapid delivery, and omnichannel investments are supporting customer demand despite profitability pressures. Now we’ll explore how DNOW’s outsized...

Mirum Pharmaceuticals (MIRM) stock is in focus after the company and Incyte reported pivotal Phase 2 data for zilurgisertib in fibrodysplasia ossificans progressiva, alongside FDA Priority Review of its New Drug Application. See our latest analysis for Mirum Pharmaceuticals. At a share price of $107.13, Mirum Pharmaceuticals has seen strong recent momentum, with a 30 day share price return of 8.63% and a year to date share price return of 37.22%. The 1 year total shareholder return of 113.09%...

Borr Drilling (BORR) has moved to reshape its balance sheet with a large debt refinancing. The company reported early tender results for its high coupon senior secured notes and outlined plans for new, longer-dated borrowings. See our latest analysis for Borr Drilling. The refinancing headlines arrive after a mixed period for Borr Drilling’s stock, with the 1-day share price return of 2.84% contrasting with a 30-day share price return down 21.38%. Over a longer horizon, the 1-year total...

In recent weeks, UnitedHealth Group subsidiaries OptumRx and Emisar Pharma Services agreed to settle Federal Trade Commission allegations over past insulin rebating practices, while the parent company outlined a planned US$3.00 billion artificial intelligence investment for 2026 and 2027 aimed at improving efficiency and cutting operating costs. This combination of resolving a regulatory overhang and committing substantial capital to AI-driven automation and cost reduction could reshape how...

Earlier this month, Plug Power Inc. filed a US$66.25 million shelf registration for 25,000,000 common shares tied to an ESOP-related offering, while also raising cash by selling federal investment tax credits connected to its St. Gabriel and Woodbine hydrogen facilities. This combination of equity capacity and tax credit monetization highlights how Plug Power is using policy incentives and capital-market tools to support its capital-intensive hydrogen build-out while easing liquidity...

Morgan Stanley’s updated outlook on PBF Energy (PBF), tied to strong crack spreads, tight fuel inventories, and the return of the Martinez refinery to full capacity, has put fresh attention on the refiner’s cash generation prospects. See our latest analysis for PBF Energy. At a share price of $39.29, PBF Energy has seen a 1-day share price return of 5.36% and a year-to-date share price gain of 37.71%, alongside a 1-year total shareholder return of 86.63%. This indicates that recent momentum...

Teva Pharmaceutical Industries has submitted a New Drug Application to the US FDA for ecopipam, a first-in-class dopamine D1 antagonist for pediatric Tourette syndrome, supported by Phase 3 data in JAMA Neurology showing a statistically significant delay in time to relapse and a generally manageable safety profile. Alongside new evidence of comprehensive symptom improvement from AUSTEDO and AUSTEDO XR in tardive dyskinesia and Huntington’s disease chorea, the ecopipam filing underscores...

Artificial intelligence is moving from buzzword to real-world spending priority, even as global inflation, interest rates, and growth trends keep shifting. While central banks weigh inflation risks and bond yields move on policy headlines, companies behind AI chips, software, cloud, and large language models such as ChatGPT sit at the heart of that structural shift. This AI Stocks screener focuses on businesses that are directly tied to that trend, from semiconductors to infrastructure and...

Recently, Nutanix reported that its latest quarterly billings growth lagged sector peers amid intensifying competition and softer demand, even as operating margins improved. An interesting wrinkle is that some analysts now view Nutanix as only fairly valued despite better profitability, raising questions about how slowing growth could affect its longer-term appeal. Next, we’ll examine how this emerging deceleration in Nutanix’s growth could influence the company’s previously optimistic...

In June 2026, Flagstar Bank, National Association filed a provisional patent for StarIQ, its enterprise generative AI orchestration platform built for regulated financial services, which integrates models such as Anthropic Claude, Meta Llama, Mistral and Amazon Titan on Amazon Web Services and is secured by Palo Alto Networks. The patent application for StarIQ highlights Flagstar’s attempt to create a secure, governed multi-model AI infrastructure with embedded compliance controls,...

Planet Labs PBC (PL) stock is reacting to fresh U.S. government business after the National Geospatial Intelligence Agency extended its AI maritime monitoring contract and awarded a new Global Monitoring Service mandate. See our latest analysis for Planet Labs PBC. Against this contract backdrop, Planet Labs PBC’s 1 day share price return of 1.91% and current share price of $28.77 sit alongside a 7 day share price decline of 5.92% and a 30 day share price drop of 35.13%. At the same time, the...

Recently, Lithia Motors reported that institutional investors now hold a very large proportion of its shares, while its latest quarter showed slightly higher revenue and a strong increase in net profit despite an overall weak financial health score. This combination of growing institutional participation and improved profitability, even amid lingering balance sheet concerns, is reshaping how investors assess the company's risk and reward profile. We'll now examine how higher institutional...

Influential proxy advisers have publicly criticized Manchester United (NYSE:MANU) over board independence, the lack of a nominating committee, and limited disclosure of proxy voting results, putting the club’s governance practices in sharper focus for shareholders. See our latest analysis for Manchester United. Manchester United’s recent governance scrutiny comes as the stock trades at US$21.90, with a 30 day share price return of 9.5% and a 90 day share price return of 32.17%. The 1 year...

Immunocore Holdings plc recently reported updated Phase 1/2 data for its bispecific T cell receptor therapy brenetafusp in heavily pretreated advanced melanoma at the 2026 American Society of Clinical Oncology Annual Meeting, showing encouraging disease control and six‑month survival in patients with limited treatment options. The consistency of responses even in poor‑prognosis groups, including those with primary PD‑1 resistance, is strengthening confidence in the ongoing Phase 3...

AbCellera Biologics (NasdaqGS:ABCL) has drawn fresh attention after announcing a preclinical collaboration and license agreement with Jazz Pharmaceuticals focused on next generation T cell engaging multispecific antibodies for difficult gastrointestinal cancers and solid tumors. See our latest analysis for AbCellera Biologics. At a share price of $5.74, AbCellera Biologics has seen momentum build recently, with a 90 day share price return of 73.41% and a 1 year total shareholder return of...

UBS previously upgraded Packaging Corporation of America to “Buy” from “Neutral,” citing increased confidence in the containerboard producer’s operational efficiency and outlook. This shift in analyst stance highlights how execution on pricing and productivity can influence broader sentiment toward the company’s long-term earnings profile. Next, we’ll explore how UBS’s increased confidence in Packaging Corporation of America’s operational efficiency could reshape its existing investment...

Earlier in June 2026, BioMarin Pharmaceutical reported new data at ENDO 2026 showing sustained growth benefits and a favorable safety profile for VOXZOGO in hypochondroplasia, alongside encouraging Phase 1 results for long-acting BMN 333 in achondroplasia that supported weekly dosing. The updates not only underline VOXZOGO’s potential to reach thousands of additional rare-disease patients but also highlight BMN 333 as a possible next-generation option in achondroplasia care. We’ll now...

ePlus (PLUS) shares are in focus after the company received Hewlett Packard Enterprise’s North America Networking Partner of the Year award. The recognition highlights its role in cloud-based network architectures powered by Mist AI across key customer segments. See our latest analysis for ePlus. The HPE award arrives at a time when ePlus’ share price has softened in the short term, with the 30 day share price return down 7.33% and the year to date share price return down 8.69%. At the same...

IDEAYA Biosciences recently enrolled the first patient in a Phase 1 trial of IDE892 combined with IDE397 for MTAP-deleted solid tumors and entered a clinical collaboration with Roche, while also naming President and CEO Yujiro S. Hata as Chairman of the Board and appointing Terry Rosen as Lead Independent Director. This combination trial and Roche collaboration further concentrate IDEAYA’s precision-oncology efforts on MTAP-deleted cancers, an area with no approved targeted therapies despite...

In June 2026, Royal Caribbean Group and partners opened the Dale R. and Carol Ann Lindsey Alaska Railroad Terminal in Seward, now Alaska’s largest cruise terminal with shore power, direct rail connectivity, and expanded enclosed and open passenger-processing space replacing 1960s-era dock facilities. The year-round terminal doubles as Seward’s largest indoor community venue and hosted Royal Caribbean’s Port Partners accelerator finale, where local business Exit Glacier Greenhouses received a...

The interim agreement between the U.S. and Iran that waived sanctions on Tehran's oil and reopened the Strait of Hormuz led to a sharp drop in oil prices, and Halliburton (HAL) stock reacted as investors reassessed demand for its services. See our latest analysis for Halliburton. Beyond the immediate reaction to the Iran agreement, Halliburton’s recent moves such as digital partnerships in Latin America and offshore work in Suriname sit against a mixed price pattern. The 30 day share price...

Earlier this month, Viper Energy, Inc. amended its credit agreement, extending the facility’s maturity to June 12, 2031, increasing total commitments from US$1.50 billions to US$2.00 billions, and lowering the interest rate and certain fees payable under the facility. This refinancing meaningfully enhances Viper’s liquidity and reduces its borrowing costs, which could support future capital allocation decisions and financial resilience. Next, we’ll examine how the enlarged, lower-cost...