U.S. Construction Stock News

NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable Holdings (TENB) Joins OpenAI Program, Is The Stock Fully Priced?

Tenable Holdings (TENB) is in focus after announcing it is working with OpenAI in the Daybreak Cyber Partner Program, pairing GPT-5.5 with its exposure management platform to help organizations prioritize and address cyber risks. See our latest analysis for Tenable Holdings. The OpenAI partnership arrived after a series of product updates, including expanded continuous security control and validation on the Tenable One platform. It coincides with a 90 day share price return of 52.65% and a 1...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Cognizant Technology Solutions (CTSH) Expands AI Partnerships, Is The Stock Cheap?

AI Partnerships Put Cognizant Technology Solutions Stock in Focus Recent AI focused collaborations have pushed Cognizant Technology Solutions (CTSH) into the spotlight, as investors weigh how new orchestration, governance, and workforce programs might intersect with a stock that has struggled this year. See our latest analysis for Cognizant Technology Solutions. Despite the recent AI focused announcements, Cognizant Technology Solutions’ share price return has been weak, with the stock down...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Is First Merchants (FRME) Undervalued As Its New Buyback Signals Confidence?

First Merchants (FRME) is back in focus after its board approved a new stock repurchase program authorizing buybacks of up to 3,125,000 shares, with a cap of US$100 million. This replaces its prior authorization. See our latest analysis for First Merchants. The new buyback sits alongside a period of positive momentum for First Merchants, with a 1 day share price return of 1.62% and a 90 day share price return of 12.52%, while its 3 year total shareholder return of 65.09% contrasts with a more...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Is GLOBALFOUNDRIES (GFS) Expensive Following Its SLATE Chip Advance And Infosys AI Deal?

GLOBALFOUNDRIES (GFS) stock is in focus after the company reported production readiness of its SLATE wafer-to-wafer bonding technology on the 9SW RF-SOI platform, alongside an expanded AI-led IT services partnership with Infosys. See our latest analysis for GLOBALFOUNDRIES. GLOBALFOUNDRIES' recent product and IT services announcements come after a period of strong share price momentum, with a 90 day share price return of 87.79% and a 1 year total shareholder return of 117.32%. However, the 30...
NYSE:THC
NYSE:THCHealthcare

How Analyst Optimism Ahead of Q2 2026 Results At Tenet Healthcare (THC) Has Changed Its Investment Story

In recent days, Tenet Healthcare has drawn attention as investors look ahead to its second-quarter 2026 earnings release, scheduled for July 24 and paired with a public conference call and webcast. A key angle is how continued analyst optimism, including favorable rankings and earnings projections, is shaping expectations around Tenet Healthcare’s upcoming results. With recent gains and analyst expectations for earnings and revenue growth, we’ll examine how this earnings anticipation shapes...
NasdaqGM:FISN
NasdaqGM:FISNConstruction

Is Deep Fission (FISN) Fairly Valued On Its 18.5 GW LOIs And Reactor Progress?

Deep Fission (FISN) is drawing attention after signing non binding Letters of Intent tied to as much as 18.5 GW of potential nuclear capacity, along with progress on its first underground reactor project in Kansas. See our latest analysis for Deep Fission. Despite the new LOIs and recent index inclusion, Deep Fission’s 1 day share price return declined 21.54% and its year to date share price return is down 32.97%, suggesting momentum has cooled quickly after the IPO. If you are interested in...
NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Will Record Quarterly Results and Earnings Beat Change Moog's (MOG.A) Narrative on Execution and Margins?

In its latest quarter, Moog reported past revenues of US$969.6 million, a 6.1% year-on-year increase that exceeded analyst expectations and delivered record financial results alongside an earnings beat. Management credited these outcomes to improved business performance and operational execution, highlighting how internal efficiency efforts are translating into stronger reported profitability. Building on these record results, we’ll explore how Moog’s earnings beat may influence its...
NYSE:COLD
NYSE:COLDIndustrial REITs

Americold Realty Trust (COLD) Opens Port Saint John Hub, Is The Stock Still Undervalued?

Americold Realty Trust (COLD) has drawn fresh attention after opening a new import export cold chain hub at Port Saint John in New Brunswick, developed with DP World and Canadian Pacific Kansas City. See our latest analysis for Americold Realty Trust. Against this backdrop, Americold Realty Trust’s recent 90 day share price return of 26.59% contrasts with a 1 year total shareholder return that has declined 8.48%. This suggests improving short term momentum after several weaker years. If this...
NYSE:BC
NYSE:BCLeisure

Is Brunswick (BC) Quietly Rebalancing From Hardware To Services With Its Freedom Boat Club Push?

In recent days, Brunswick Corporation’s Freedom Boat Club business opened its 450th global location at Liberty Landing Marina in Jersey City, New Jersey, while its Navico Group division announced operational changes at its Lowell, Michigan facility aimed at cutting fixed costs and improving efficiency. Together, the rapid expansion of Freedom Boat Club’s network and Navico Group’s cost-focused reorganization highlight Brunswick’s dual emphasis on growing accessible boating services and...
NYSE:KBR
NYSE:KBRProfessional Services

How KBR’s (KBR) New Bengaluru Industrial AI Hub Has Changed Its Investment Story

KBR recently launched its inaugural Innovation Studio in Bengaluru, India, powered by Applied Computing, to serve as an operational hub for delivering industrial AI-driven remote monitoring and advisory services via INSITE 3.0 and the Orbital Platform to its global industrial customer base. By anchoring its industrial AI capabilities in Bengaluru, KBR is creating a centralized base to scale remote, data-driven support for large energy and industrial assets worldwide. Next, we’ll examine how...
NYSE:CBL
NYSE:CBLRetail REITs

Is CBL & Associates Properties (CBL) Quietly Rewriting Its Capital Playbook With New Land Monetization Moves?

CBL & Associates Properties recently filed a US$400 million universal shelf registration and completed the sale of a 5.35-acre parcel at CoolSprings Galleria in Franklin, Tennessee, enabling Greystar to build a 361-unit residential community with 15,000 square feet of ground-floor retail and services over the next two years. Together with improving fundamentals, these moves highlight CBL’s focus on monetizing land, enhancing mixed-use density, and preserving financial flexibility for future...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab (GTLB) Is Up 6.8% After Mixed Q1 And AI Governance Report Release Has The Bull Case Changed?

Earlier this week, GitLab Inc. reported Q1 results that exceeded revenue expectations but fell short on earnings per share and billings, while separately releasing an AI Accountability Report showing most organizations are adopting AI coding tools faster than they can govern them. The AI Accountability Report underscores rising governance and traceability pressures around AI-generated code, which directly intersect with GitLab’s push to embed AI and security more deeply into its DevSecOps...
NYSE:TR
NYSE:TRFood

Tootsie Roll Industries (TR) Refreshes Mr. Owl As Valuation Questions Linger

Tootsie Roll Industries (TR) is back in the spotlight after unveiling a refreshed Mr. Owl TV campaign that leans into bright animation, a chameleon sidekick, and a broader focus on Tootsie Roll flavors across digital channels. See our latest analysis for Tootsie Roll Industries. Against this backdrop, Tootsie Roll Industries’ recent marketing and product activity has come alongside mixed price action. The stock is at $37.94 after a 1-day share price return of 2.21%, a year-to-date share price...
NYSE:FMC
NYSE:FMCChemicals

FMC (FMC) Sells Research Real Estate As Debt Reduction Adds To Undervalued View

FMC (FMC) has agreed to sell underused real estate at its Newark, Delaware Stine Research Center for about US$114 million, while leasing back key R&D facilities and directing the cash to debt reduction. See our latest analysis for FMC. FMC’s latest real estate and credit agreement moves come after a difficult stretch for shareholders, with the share price down 27.7% over the past 90 days and the 1 year total shareholder return falling 72%. This points to fading momentum despite recent debt...
NasdaqCM:NEXT
NasdaqCM:NEXTOil and Gas

NextDecade (NEXT) Could Be 20% Below Fair Value Following Rio Grande LNG Note Sale

NextDecade (NEXT) is back in focus after its partially owned subsidiary, Rio Grande LNG, LLC, announced plans to issue senior secured notes in a private offering to qualified institutional and non US investors. See our latest analysis for NextDecade. Despite the financing plans at Rio Grande LNG, NextDecade’s recent share price momentum has cooled. The stock is down 16.84% over 30 days and 13.68% over 90 days. Its year to date share price return of 30.76% contrasts with a 1 year total...
NasdaqGM:ARDX
NasdaqGM:ARDXBiotechs

Is Ladenburg’s IBSRELA Focus Quietly Reframing Ardelyx’s (ARDX) Risk‑Reward Story?

Earlier this month, investment bank Ladenburg began covering Ardelyx, spotlighting growing demand for IBSRELA and continued commercial traction for XPHOZAH alongside management’s long-term revenue ambitions. A separate filing showed Chief Patient Officer Laura A. Williams selling about US$490,000 of stock under a pre-set plan while still retaining a large personal stake, underscoring both profit-taking and ongoing alignment with shareholders. We’ll now examine how Ladenburg’s focus on...
NYSE:WK
NYSE:WKSoftware

Workiva (WK) Under Pressure As AI Margin Hopes Raise The Buying Opportunity Question

Workiva (WK) is back in focus for investors after recent trading data highlighted a period of weaker share performance, with the stock down over the past month and past 3 months. See our latest analysis for Workiva. At the latest share price of $47.83, Workiva’s recent momentum has been weak, with the 30 day share price return down 4.93% and the 90 day share price return down 19.52%, while the 1 year total shareholder return is down 26.61%. This points to fading enthusiasm and a reassessment...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Tripadvisor (TRIP) Could Be 10% Undervalued As Its Growth Narrative Gets A Fresh Look

Tripadvisor Stock Reaction Sets Up a Fresh Look at the Business Tripadvisor (TRIP) has drawn investor attention after recent price moves, with the stock closing at US$12.98. That shift is prompting a closer look at how the travel guidance company is currently positioned. See our latest analysis for Tripadvisor. Recent trading has pushed Tripadvisor to a 30-day share price return of 28.77% and a 90-day return of 30.45%. However, the stock is still down 11.34% on a year-to-date share price...
NYSE:TWLO
NYSE:TWLOIT

How Twilio’s 10-Year NYSE Milestone And New Goldman View At Twilio (TWLO) Has Changed Its Investment Story

In June 2026, Twilio marked its 10th anniversary on the NYSE as CEO Khozema Shipchandler highlighted the company’s role as infrastructure for emerging AI-powered businesses and thanked its 5,500 employees and alumni for their contributions. Around the same time, Goldman Sachs began covering Twilio with a positive view on its position in AI-driven customer experience software and its potential for market and margin expansion, which drew fresh attention to how the business is evolving. We’ll...
NYSE:BRSP
NYSE:BRSPMortgage REITs

Inflation Resilient Stocks to Watch If Higher Rates Keep Pressuring Markets

With May’s PCE inflation data expected to sit well above the Federal Reserve’s 2% target, investors are again weighing how resilient different stocks might be if higher prices and a possible July rate hike stick around. Real asset related companies with strong balance sheets and steady dividends can sometimes offer a degree of inflation defence, especially when they have room to adjust prices or use inflation linked contracts. This article looks at three stocks from our Inflation Resilient...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

How AMD’s Rackspace Deal and MEXT Acquisition Could Reshape Advanced Micro Devices (AMD) Investors’ AI Thesis

Advanced Micro Devices, Inc. and Rackspace Technology, Inc. recently finalized a multi-year agreement for a phased deployment of 30 MW of AMD-powered compute across Rackspace’s global data centers from late 2026 through 2028, integrating Instinct GPUs and EPYC CPUs to support regulated enterprise AI workloads. By pairing this infrastructure roll-out with the acquisition of AI memory-optimization firm MEXT, AMD is pushing deeper into full-stack, efficiency-focused AI data center solutions...
NasdaqGS:ABSI
NasdaqGS:ABSIBiotechs

Absci (ABSI) Is Up 40.3% After Positive ABS-201 Data And Equity Raise Has The Bull Case Changed?

Earlier this week, Absci Corporation reported encouraging interim Phase 1 data for ABS-201 in androgenetic alopecia, showing a favorable safety profile across single ascending IV dose cohorts and an estimated half-life of at least 65 days, while also completing a US$100,000,003 follow-on equity offering of 13,495,277 common shares at US$7.41. The early indication that ABS-201 might be dosed only two or three times over six months, combined with fresh funding to advance trials and pursue...
NYSE:SAM
NYSE:SAMBeverage

Is Boston Beer (SAM) Balancing Innovation And Core-Brand Pressures Under Jim Koch’s Return As CEO?

Recently, Dogfish Head and Rolling Stone released an exclusive, limited-edition American single malt whiskey, while Samuel Adams’ Brewing the American Dream program named Soul Mega its 2026 Experienceship winner, and commentary from Jim Cramer and Longleaf Partners highlighted persistent demand and product-mix challenges at The Boston Beer Company. Beyond the headlines on innovation and community support, investor attention has centered on concerns about slowing volumes in key brands, the...
NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

AI Stocks For Data Center Growth Beyond Nvidia

Artificial intelligence stocks are sitting at the crossroads of several powerful trends, from mixed but resilient global growth signals to ongoing inflation debates and shifting central bank policies. With manufacturing PMIs in the US firm, services data in Europe and the UK more cautious, and energy and supply chain pressures still in focus, investors are looking for clear themes rather than broad market exposure. This AI stocks screener focuses on companies directly tied to the ChatGPT and...