U.S. Hospitality Stock News

Marsh & McLennan Companies (NYSE:MRSH) has rejected settlement talks linked to alleged staff raids by rival Howden. The company is reported to view the Howden raids as the tip of the iceberg, pointing to wider competitive and legal tensions. The dispute highlights potential undisclosed legal exposure and operational risks that could be relevant for investors and clients. Marsh & McLennan is a major player in insurance broking, risk advisory and related consulting, so any legal friction tied...

If you are wondering whether Bausch Health Companies at around US$6.79 is a bargain or a value trap, you are not alone. It is worth slowing down and looking closely at what the current price might be implying. The stock has seen a 9.5% decline over the last 7 days, a 1.3% decline over the last 30 days, a 5.8% decline year to date, and a 9.1% decline over the last year, following a much larger 74.3% decline over the last 5 years. This naturally raises questions about both risk and potential...

Why AEP’s Wyoming fuel cell deal is drawing fresh attention American Electric Power Company (AEP) has drawn fresh interest after agreeing a $2.65b deal with Bloom Energy to build a solid oxide fuel cell power facility in Wyoming, paired with a 20-year offtake agreement. The project sits alongside AEP’s recently expanded $72b five-year capital plan and its focus on a decarbonized grid, giving investors a concrete example of how the company is allocating large-scale investment. See our latest...

In recent days, Commvault announced its Commvault Cloud Unified Data Vault, a cloud-native service extending air-gapped, policy-driven protection to S3-based and AI workloads via a secure, Commvault-managed S3-compatible endpoint. This move brings modern and custom S3 applications under a single, agentless data protection framework, aiming to curb data silos while enhancing resilience for emerging AI use cases. With the stock experiencing a 6.89% 7-day decline, we’ll explore how Unified Data...

If you are trying to figure out whether Bilibili is attractively priced today, the key question is whether the recent share price reflects its underlying fundamentals or leaves room for value. Bilibili last closed at US$30.27, with a 7 day return of 3.6% decline, a 30 day return of 22.2% and a 1 year return of 77.5%, which sits alongside a 3 year return of 18.1% and a 5 year return of 76.0% decline. These moves sit against ongoing investor focus on Chinese tech and media names, where risk...

On January 13, 2026, First Busey Corporation declared a quarterly cash dividend of US$0.26 per share, a 4% increase from its prior US$0.25 dividend, payable on January 30, 2026, to shareholders of record as of January 23, 2026. This dividend increase offers investors a higher cash payout and may signal management’s confidence in the company’s current financial position. Next, we will consider how this higher quarterly dividend and implied management confidence shape First Busey’s broader...

Recent performance snapshot Duolingo (DUOL) has been on many watchlists after a stretch of weak returns, including a 20% decline over the past month and a 52% drop over the past 3 months. With the share price closing at US$148.58, investors are weighing that pullback against Duolingo’s reported US$964.271m in revenue and US$386.018m in net income, as well as its current value score of 3. See our latest analysis for Duolingo. Those shorter term share price declines sit against a mixed...

Gap Inc. (NYSE:GAP) has created a new Chief Entertainment Officer role and appointed Pam Kaufman. The company is launching a "Fashiontainment" approach that connects its brands more closely with entertainment and media. Gap is establishing an entertainment focused hub in Los Angeles to anchor content, partnerships, and collaborations. The first major licensing effort under this push is the Artist Series, featuring Robert Indiana's LOVE artwork. Gap Inc. (NYSE:GAP) is known for its core...

CEO James S. Mahan III sold 10,000 shares of Live Oak Bancshares (NYSE:LOB) in a recent insider transaction. The sale follows a period of share price appreciation for NYSE:LOB. The transaction continues an existing pattern of share disposals by the CEO. Live Oak Bancshares, the parent of Live Oak Bank, focuses on serving small business customers with lending and financial services. Insider moves like this attract attention because they are one of the few direct data points investors get on...

In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...

Rivulet Entertainment (OTCPK:RIVF) opened 2026 with a quiet top line and a deeper loss, reporting Q1 total revenue of US$0 and a net loss of US$0.97 million, which translated to basic EPS of US$0.01. Over recent quarters the company has seen revenue move between US$0 and US$10 million, while quarterly basic EPS ranged from about US$0.00 to US$0.03 in losses. This sets a backdrop where margin pressure rather than sales growth is front and center for investors parsing this update. See our full...

If you are wondering whether Airbnb's share price still makes sense for long term investors, the key question is how its current market price lines up against its underlying business value. Airbnb last closed at US$130.73, with returns of 6.7% decline over 7 days, 3.4% decline over 30 days, 1.7% decline year to date, 1.8% decline over 1 year, 25.5% gain over 3 years and 32.2% decline over 5 years, which may signal shifting expectations around its future prospects and risk. Recent headlines...

Terreno Realty Corporation recently completed and stabilized Countyline Corporate Park Phase IV Building 32 in Hialeah, Florida, a fully leased 164,000 square foot LEED-expected industrial distribution facility representing a US$43.4 million investment with an estimated stabilized cap rate of 6.0%. This building is the first completed asset within the 121-acre Countyline Phase IV landfill redevelopment, contributing to a planned ten-building, 2.2 million square foot industrial cluster that...

Becton Dickinson (NYSE:BDX) received FDA clearance for its EnCor EnCompass Breast Biopsy and Tissue Removal System. The clearance adds a new multi modality breast biopsy platform to BD's breast health portfolio. The system is designed to support diagnostic procedures for earlier detection and assessment of breast disease. For you as an investor, this FDA decision sits at the core of what Becton Dickinson does. The company focuses on medical devices and diagnostic solutions, and breast...

In mid-January 2026, THOR Industries reported quarterly results with revenue and earnings above analyst expectations, helped by strong demand for new RV models such as the Keystone Montana and Heartland Bighorn. Despite this strong performance, management issued the weakest full-year guidance in its peer group, highlighting a cautious stance even as product momentum and dealer feedback appear favorable. We’ll now examine how this mix of outperformance and cautious full-year guidance shapes...

In recent days, Iovance Biotherapeutics reported promising clinical trial results and secured positive FDA designations for its Tumor Infiltrating Lymphocyte therapy platform, reinforcing confidence in its immuno-oncology approach. These developments, alongside continued use of equity-based inducement awards to recruit specialists, highlight management’s conviction that its TIL platform could unlock substantial long-term commercial opportunities, particularly in lung cancer. Next, we’ll...

Microsoft stock snapshot and recent performance Microsoft (MSFT) has been under pressure recently, with the share price down about 1% over the past week, 6% over the past month, and 13% over the past 3 months, even as its core business remains large and diversified. See our latest analysis for Microsoft. Looking beyond the recent pullback, Microsoft’s share price has a year to date return of about a 4% decline, while its 1 year total shareholder return of 2.62% and 3 year total shareholder...

In recent weeks, Caesars Entertainment has drawn mixed analyst reactions and increased insider buying while unveiling major luxury villa expansions and renovation plans at Caesars Palace as part of its 60th anniversary. Despite these visible investments in high-end hospitality, investors remain focused on Caesars’ weak long-term revenue growth, thin free cash flow, and sizeable debt load that heightens financial risk. We’ll now examine how the tension between Caesars’ new luxury...

Oracle stock snapshot after recent share performance Oracle (ORCL) has seen mixed share performance recently, with a 1 day return of around a 6% decline and a roughly 11% decline over the past week, drawing fresh attention to its valuation. Over the past month and past 3 months, the stock shows declines of about 6% and 34% respectively. Some investors may contrast this with its reported annual revenue of US$61.0b and net income of US$15.4b. See our latest analysis for Oracle. At a share price...

Agoda has identified Sapa, Vietnam, as the fastest growing destination for international travelers in Asia. The ranking points to rising interest in lesser known locations among Agoda users ahead of the 2026 travel season. The shift in demand sits within Booking Holdings’ broader Asian footprint through its subsidiary Agoda. For Booking Holdings (NasdaqGS:BKNG), the move toward Sapa highlights how its platforms can capture demand beyond established hotspots. The stock last closed at...

Alphabet and Apple have agreed a multi year partnership that will use Google’s Gemini AI models to power upcoming versions of Siri and core Apple AI features. Alphabet is also working with Ant International on the Universal Commerce Protocol, a new open standard aimed at enabling AI driven shopping and payments across global platforms. These moves expand Alphabet’s AI reach into Apple’s ecosystem and place its technology within emerging agentic commerce experiences. For investors watching...

In recent months, Credo Technology Group Holding has delivered strong revenue and earnings growth, fueled by rapid adoption of its connectivity solutions, particularly active electrical cables in hyperscale data centers. An interesting angle is how multiple analysts now highlight Credo’s SerDes, DSP, and retimer technology as a key enabler for AI data center connectivity, reinforcing the company’s perceived technological edge. We’ll next examine how Credo’s accelerating active electrical...

In January 2026, Emplifi announced a partnership integrating Reddit’s Enterprise API into its Emplifi Fuel platform, while Invoca added new integrations with Reddit Ads to link social ad campaigns with contact center outcomes. Together, these moves highlight Reddit’s push to turn its communities and ad inventory into enterprise-grade data and measurement tools for brands. We’ll now examine how Reddit’s push into enterprise data licensing and analytics could influence the company’s investment...

Critical Metals (NasdaqGM: CRML) has entered a joint venture with a leading Saudi Arabian partner to develop a rare earth processing facility in Saudi Arabia. The company has reported drilling success at its Tanbreez project in Greenland, alongside mine construction approval and new offtake agreements. A pilot plant in Greenland has received the green light, with expanded on-site technical capabilities supporting future development work. Critical Metals, listed on NasdaqGM as CRML, focuses...