U.S. Hospitality Stock News

Nebius Group, recently rebranded from Yandex, has been rapidly expanding its AI infrastructure footprint, securing multi‑year, billion‑dollar capacity deals with Microsoft and Meta while planning large-scale deployments of Nvidia’s upcoming Rubin platform across the U.S. and Europe. Analyst coverage has intensified around Nebius’s capital-heavy growth model, highlighting both its potential to scale AI services quickly and the heightened risks from substantial debt-funded data center...

V.F. Corporation (NYSE:VFC) reported strong Q3 results, with revenue and margin expansion across the business. Key brands, including The North Face and Timberland, delivered solid performance in the quarter. The company continued its transformation program, reducing debt and streamlining operations through divestitures. V.F. Corporation announced a leadership change, with Brent Hyder stepping into a new executive role. V.F. Corporation enters this update with its shares at $19.11 and longer...

Why Niagen Bioscience is back on investor radars Niagen Bioscience (NAGE) is drawing fresh attention after announcing a partnership with Truemed that lets qualified customers buy Tru Niagen using Health Savings Account and Flexible Spending Account funds on its direct website. This arrangement, which relies on Truemed’s Letter of Medical Necessity process and checkout integration, broadens payment flexibility for people seeking science backed NAD+ supplementation and may influence how...

If you are wondering whether US Foods Holding is still good value after its recent run, this article will walk through what the current share price could mean for you. The stock last closed at US$83.79, with returns of 9.5% over 30 days, 12.3% year to date, 17.1% over 1 year, 117.2% over 3 years and 138.7% over 5 years. This naturally raises questions about what is already priced in. Recent coverage around US Foods has focused on its position as a major foodservice distributor in the US and...

Finward Bancorp (FNWD) has rounded out FY 2025 with fourth quarter revenue of US$16.6 million and basic EPS of US$0.46. Trailing twelve month revenue came in at US$66.2 million with EPS of US$1.89. The company has seen quarterly revenue move from US$14.9 million in Q3 FY 2024 to the mid US$16 million range through FY 2025. Basic EPS has ranged from US$0.11 in Q1 FY 2025 to US$0.82 in Q3 before landing at US$0.46 in Q4. This sets up an earnings season where investors are likely to focus on how...

Solaris Energy Infrastructure (SEI) has moved into focus after a cluster of favorable analyst notes highlighted its shift toward power generation and the value of its contracted gas turbine fleet and key customer partnerships. See our latest analysis for Solaris Energy Infrastructure. At a share price of $53.77, Solaris Energy Infrastructure has seen a 20.61% 1 month share price return, even after a 5.67% 7 day pullback. Its 1 year total shareholder return is around double, and its 3 and 5...

Arthur J. Gallagher (NYSE:AJG) announced an increase to its quarterly dividend. The dividend change comes as the company manages evolving cyber insurance risk. The update also follows recently proposed minimal Medicare Advantage payment adjustments that affect parts of its benefits-related business. Arthur J. Gallagher, a major insurance brokerage and risk management firm, sits at the crossroads of two important themes for investors right now: cyber risk and healthcare regulation. The...

Waste Management temporarily halted trash collection in parts of Mississippi and Alabama due to severe winter weather. The suspension affects residential and commercial customers as crews pause routes for safety and access concerns. Service interruptions highlight questions around operational resilience during extreme weather conditions. For investors watching Waste Management, NYSE:WM, this service disruption comes with the stock at a share price of $231.6. Over the past year the stock...

If you are wondering whether Uber Technologies shares are offering fair value at around US$79.78, it helps to line up what the current price is actually implying about the business. The stock has seen a 5.3% decline over the last 7 days and a 2.1% decline over the last 30 days, while still showing a 19.5% return over 1 year and a 153.4% return over 3 years. Recent headlines around Uber Technologies have focused on its position as a major player in global ride hailing and food delivery, as...

S&P Global (NYSE:SPGI) published new research on the top 10 sustainability trends shaping 2026 corporate strategy. The report highlights rising geopolitical fragmentation in global climate action and a stronger push toward climate adaptation. Findings are based on input from sustainability leaders at more than 3,500 companies worldwide. The research signals that many firms are reassessing plans as Paris Agreement goals appear increasingly difficult to achieve. S&P Global, trading at around...

Recent moves by Paychex (PAYX) around its financing and dividends have put the stock on more radar screens as investors weigh revamped revolving credit lines alongside a confirmed quarterly cash payout. See our latest analysis for Paychex. Those financing moves and the confirmed dividend come after a softer share price patch, with a 30 day share price return of 10.13% and a 1 year total shareholder return of 27.32% decline, signaling fading momentum despite a positive 5 year total shareholder...

If you are wondering whether Pfizer's current share price reflects its underlying value, you are not alone, many investors are asking the same question right now. Pfizer's share price closed at US$25.86, with returns of 4.2% over the last year, 2.7% year to date and 3.4% over the past month, while the three year return stands at a 29.5% decline and the five year return at a 4.7% decline. Recent coverage around Pfizer has focused on how the company is repositioning itself now that pandemic...

In recent days, Rigetti Computing has come under pressure after being excluded from a key DARPA quantum benchmarking contract and delaying its 108-qubit Cepheus-1-108Q system to focus on improving error rates and gate fidelity. This setback not only highlights Rigetti’s technology gap versus leading quantum peers but also raises questions about its long-term competitiveness and funding options in a crowded field. With these DARPA and technology challenges in focus, we’ll examine how they...

In recent months, Powell Industries has benefited from strong project activity in electric utility and industrial markets and completed the acquisition of Remsdaq Ltd. to expand its electrical automation solutions for utility customers. Investor interest has intensified as the company pairs a solid order backlog and a history of topping earnings estimates with efforts to counter rising material and operating costs. We’ll now explore how this combination of robust project demand and the...

Ford Motor (NYSE:F) has launched a new battery energy storage business called Ford Energy. Lisa Drake has been appointed president of Ford Energy to lead this initiative. Ford is repurposing its BlueOval SK plant in Kentucky to manufacture battery storage systems for the new business. For you as an investor, Ford’s move into battery energy storage highlights how the company is approaching electrification beyond vehicles. Instead of focusing only on EVs, Ford Motor (NYSE:F) is now connecting...

Why Brookfield Infrastructure Partners Is In Focus Ahead of Earnings Brookfield Infrastructure Partners (NYSE:BIP) is in the spotlight as it releases its fourth quarter results today, with investors weighing its dividend yield, earnings outlook, and balance sheet risks. See our latest analysis for Brookfield Infrastructure Partners. At a share price of US$35.32, Brookfield Infrastructure Partners has posted a 3.82% 90 day share price return and a 15.83% 1 year total shareholder return,...

Investors may be wondering whether Clorox at around US$108.80 is starting to look like value again, or if the market is still cautious about the stock. The share price has had mixed fortunes, with a 1.6% decline over the last 7 days, a 9.6% gain over the last 30 days, and returns of 7.9% year to date, but 28.2% lower over 1 year and 37.4% lower over 5 years. Recent coverage around Clorox has focused on how investors are reassessing consumer staples stocks in general, especially those with...

Trade Desk (TTD) is back in focus after the abrupt resignation of Chief Financial Officer Alex Kayyal, the company’s second finance chief change in months, even as management reaffirmed guidance for the fourth quarter of 2025. See our latest analysis for Trade Desk. The sudden CFO change has landed on top of a tough stretch for Trade Desk, with a 7 day share price return of 9.79% and a 30 day share price return of 16.98% adding to a 90 day share price return of 34.92%. Over the longer run,...

Why Howard Hughes Holdings Is On Investors’ Radar Today Howard Hughes Holdings (HHH) has been drawing attention after recent share price moves, with the stock down about 3% over the past week but slightly positive over the month and past 3 months. For long term holders, the picture is mixed, with an approximately 5.7% total return over the past year contrasted with a small negative total return over 3 years and a deeper negative total return over 5 years. See our latest analysis for Howard...

DoorDash temporarily suspended operations in several states as historic winter storms disrupted deliveries and led to the introduction of a weather surcharge to support drivers. In New York City, DoorDash and peers were denied an injunction against a new law requiring tipping options at checkout, which the company says could affect order volumes and costs. DoorDash expanded beyond food delivery through a nationwide retail partnership with Hibbett for athletic apparel and footwear. The...

If you are wondering whether EPR Properties is attractively priced today, you are not alone. This article focuses on what the current share price might be telling you about its value. The stock last closed at US$51.70, with returns of 19.4% over 1 year and 83.1% over 5 years. The most recent 7 day return was a 5.7% decline and the 30 day return was 2.4%, with year to date performance at 1.9%. Recent news around EPR Properties has highlighted ongoing interest in its experiential and...

If you are wondering whether Amneal Pharmaceuticals is still priced attractively after its recent run, you are not alone. The stock last closed at US$13.95, with returns of 1.8% over 7 days, 8.1% over 30 days, 10.2% year to date, 59.8% over 1 year, and a very large 3 year return alongside a 183.5% return over 5 years. Recent coverage has focused on Amneal Pharmaceuticals as investors reassess the company and its place in the US pharmaceuticals and biotech space. These developments give extra...

USA Rare Earth announced a financing package with the U.S. government that would make the government one of its largest shareholders. The agreement includes up to $1.6b in public funding and loans to accelerate the Round Top mine and magnet manufacturing projects. The company also secured $1.5b in private capital to support its rare earth mining and processing build out. The combined funding aims to advance onshoring of the U.S. rare earth and permanent magnet supply chain. USA Rare Earth,...

Rigetti Computing (RGTI) is back in focus after postponing its planned 108 qubit Cepheus 1 108Q system and failing to progress in DARPA's Quantum Benchmarking Initiative, developments that highlight meaningful competitive pressures. See our latest analysis for Rigetti Computing. The DARPA setback and postponement of Cepheus 1 come after a sharp pullback, with a 7 day share price return of an 11.82% decline and a 90 day share price return of a 50.28% decline, even though the 1 year total...