U.S. Hospitality Stock News

NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba RynnBrain AI Launch Adds New Angle For BABA Valuation Story

Alibaba Group Holding (NYSE:BABA) has released RynnBrain, an open-source AI foundation model focused on robotics and real-world automation. The launch expands Alibaba's AI toolkit alongside its Qwen family of models and reflects ongoing investment in artificial intelligence. The move places Alibaba in more direct competition with major global tech companies pursuing robotics and automation capabilities. Alibaba is best known for its e-commerce, cloud services and digital infrastructure...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf (WULF) Is Up 15.5% After Morgan Stanley Highlights Its AI Data Center Pivot – Has The Bull Case Changed?

Morgan Stanley recently initiated coverage on TeraWulf, emphasizing its transition from primarily bitcoin mining to building environmentally focused, industrial-scale data center infrastructure for artificial intelligence and high-performance computing, supported by new brownfield site acquisitions and project-level financing. The firm’s shift to treating its power-rich mining sites as contracted data center assets, backed by large partners such as Google, reframes TeraWulf as an...
NYSE:ETN
NYSE:ETNElectrical

Eaton’s Expanded Liquidity Signals Preparation For Near Term Growth Moves

Eaton announced an $8 billion senior unsecured term loan to support liquidity and general corporate purposes. The company also expanded its revolving credit facility, increasing available borrowing capacity. These financing steps are intended to provide additional financial flexibility for upcoming initiatives. Eaton, traded as NYSE:ETN, is making these funding moves while its shares trade around $396.09. The stock has posted returns of 8.5% over the past week, 20.4% over the past month,...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

A Look At First Financial Bancorp (FFBC) Valuation After A Strong Multi Month Share Price Run

Recent trading in First Financial Bancorp (FFBC) has drawn attention after a strong month and past 3 months for the stock, prompting a closer look at how its current fundamentals stack up. See our latest analysis for First Financial Bancorp. That recent strength sits within a wider upswing, with a 19.5% 1 month share price return and 25.9% 3 month share price return, alongside a 72.6% 5 year total shareholder return that points to momentum building over time. If First Financial Bancorp’s...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Papa John's MICHELIN Push And Valentine Offer Test Investor Hopes

Papa John's International is running a MICHELIN Star themed campaign that includes turning a Manhattan store into a one night, reservation only dining experience. The company is also introducing a limited time heart shaped pizza in Canada for Valentine’s Day. These marketing and product moves aim to create buzz around the brand and offer differentiated experiences to pizza customers. Papa John's International, listed on NasdaqGS:PZZA, is pursuing attention grabbing brand efforts at a time...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

ASML Holding (NasdaqGS:ASML) Valuation Check After Strong 1 Year Shareholder Return

ASML Holding: recent performance snapshot ASML Holding (NasdaqGS:ASML) has attracted fresh attention after a strong run in its share price, with recent returns over the month and past 3 months drawing investors back to the chip equipment specialist. See our latest analysis for ASML Holding. With the share price at US$1,435.63, ASML Holding has paired its recent 7.21% 7 day share price return with a 12.05% 30 day gain and a 91.27% 1 year total shareholder return, which points to strong...
NYSE:CPK
NYSE:CPKGas Utilities

County-Backed Eastern Shore Pipeline Expansion Could Be A Game Changer For Chesapeake Utilities (CPK)

Chesapeake Utilities Corporation recently secured approval from the Accomack County Board of Supervisors to engineer and build a new natural gas system on Virginia’s Eastern Shore, backed by a US$6.5 million state grant to extend pipeline infrastructure from near Princess Anne, Maryland, to Temperanceville, Virginia. This project opens a fresh regulated-utility revenue opportunity for Chesapeake Utilities by bringing piped gas service to currently unserved residents and large users such as...
NYSE:GE
NYSE:GEAerospace & Defense

GE Aerospace Expansion In Asia Meets Valuation Questions For General Electric

GE Aerospace, part of General Electric (NYSE:GE), is committing $300 million to expand engine repair capabilities and introduce advanced technologies in Singapore. The multi year program includes new automation, AI enabled inspection tools, and expanded service offerings at its Asia hub. At the same time, GE is seeing a surge in aerospace orders linked to growth in India's commercial aircraft fleet. For investors watching General Electric at a current share price of $313.73, these moves sit...
NYSE:DTM
NYSE:DTMOil and Gas

Is DT Midstream (DTM) Pricing Look Stretched After Strong 1 Year Share Price Rally

If you are wondering whether DT Midstream is fairly priced or if the recent hype has gone too far, you are in the right place. The stock last closed at US$131.64, with returns of 4.2% over 7 days, 11.8% over 30 days, 8.8% year to date and 37.5% over the past year, plus a very large 3 year return of 172.7%. These moves sit against a backdrop where DT Midstream has been steadily on investors' radars in the midstream energy space, as markets continue to focus on established infrastructure...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance

Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See our latest analysis for Xcel Energy. At a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances,...
NYSE:GM
NYSE:GMAuto

General Motors Resets EV Plans As Investors Weigh Valuation Upside

General Motors (NYSE:GM) has hired a former Lucid Motors executive as deputy CFO and head of strategy, signaling a fresh approach to technology partnerships and corporate planning. The company is cutting jobs and scaling back operations at its Canadian facilities as it adjusts production and seeks to manage costs. GM is pivoting toward lithium manganese rich (LMR) battery technology in an effort to reshape its electric vehicle lineup. For investors watching NYSE:GM, these moves come at a...
NYSE:KNX
NYSE:KNXTransportation

Does Knight-Swift’s Seventh Dividend Hike Reveal a Turning Point in Its Capital Strategy (KNX)?

Knight-Swift Transportation Holdings recently raised its quarterly cash dividend to US$0.20 per share from US$0.18, marking a seventh consecutive annual increase and continuing its board-approved cash dividend policy, with the latest payout scheduled for stockholders of record on March 6, 2026 and expected to be paid on March 23, 2026. This steady pattern of dividend growth, alongside a history of insider share sales and a Neutral analyst rating, highlights how management’s capital-return...
NYSE:LNG
NYSE:LNGOil and Gas

Did New Gulf LNG Shipping Deals Just Shift Cheniere Energy's (LNG) Logistics-Driven Investment Narrative?

Cheniere Energy’s marketing unit recently secured additional liquefied natural gas shipping capacity out of the Gulf Coast, responding to tight carrier availability and longer vessel build times amid the U.S. LNG export boom. This move highlights how logistics control is becoming as important as liquefaction capacity itself, potentially influencing Cheniere’s ability to reliably monetize its growing LNG portfolio. We’ll now examine how this added shipping capacity could influence Cheniere...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Group Tavily Deal Highlights AI Agent Search And Valuation Gap

Nebius Group (NasdaqGS:NBIS) agreed to acquire Tavily, a real time agentic search company, to deepen its AI platform. The deal adds Tavily’s agent focused search technology and team to Nebius’s AI cloud stack. The acquisition is aimed at expanding integrated AI agent search capabilities for enterprise and developer customers. Nebius Group runs an AI focused cloud platform, so pulling Tavily’s real time agentic search into its stack fits closely with its core business. As more AI workloads...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Are Marvell’s (MRVL) ESOP Moves Hinting at How It Sees Its AI Data Center Edge?

In recent days, Marvell Technology filed two employee stock ownership plan-related shelf registrations to offer about US$333.80 million of common stock, totaling 4,373,572 shares, while also reporting past record quarterly revenue powered by AI-focused data center demand and its role in Amazon’s custom Trainium processors. These equity plan filings are small relative to Marvell’s AI infrastructure ambitions, where deepening ties to hyperscalers like Amazon and acquisitions such as XConn and...
NYSE:ACI
NYSE:ACIConsumer Retailing

A Look At Albertsons Companies (ACI) Valuation After Launch Of Its Celebrations AI Shopping Platform

Why Albertsons’ new Celebrations platform and AI push matter for shareholders Albertsons Companies (ACI) is back on investor radars after rolling out Celebrations, a digital event planning hub embedded in its grocery apps that uses AI to personalize shopping and speed up checkout. The launch is part of a broader technology push across merchandising, labor and supply chain. It offers a fresh angle on how a traditional grocer might use digital tools to influence customer behavior and operating...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

A Look At Core Scientific (CORZ) Valuation As Analysts Highlight Shift Toward High Performance Computing Leasing

Keefe, Bruyette & Woods recently highlighted a potentially attractive setup for Core Scientific (CORZ) as the company shifts focus from bitcoin mining to high performance computing leasing, drawing attention ahead of its February 18, 2026 earnings report. See our latest analysis for Core Scientific. At a share price of $18.09, Core Scientific has seen a 12.01% 7 day share price return and a 19.33% 90 day share price return, while its 1 year total shareholder return of 49.63% points to...
NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

Royalty Pharma (RPRX) Margin Reset To 32.6% Tests Bullish Profitability Narratives

Royalty Pharma FY 2025 Earnings Snapshot Royalty Pharma (RPRX) has reported another quarter of royalty driven earnings, with Q3 FY 2025 revenue of US$609.3 million and basic EPS of US$0.67, alongside trailing 12 month revenue of about US$2.3 billion and EPS of US$1.76. The company’s quarterly revenue has moved from US$537.3 million in Q2 FY 2024 to US$593.6 million in Q4 FY 2024 and then into the US$568.2 million to US$609.3 million range across the first three quarters of FY 2025. Over the...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Are NetApp’s (NTAP) New Defense Contracts Quietly Redefining Its Cash Generation Story?

NetApp, Inc. recently presented at the WEST Conference 2026 at the San Diego Convention Center, highlighting its enterprise data infrastructure capabilities. The company’s growing success in winning new contracts, supported by billings growth and stronger efficiency-driven profits, underlines its operational momentum and cash generation strength. We’ll now explore how NetApp’s contract wins and efficiency gains might influence its investment narrative and future business positioning. The...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Liberty Broadband Rights Offering Fuels Record Revenue And Growth Questions

Liberty Broadband (NasdaqGS:LBRD.K) reports record annual revenue for 2025. The company completes a major rights offering to raise new capital. Proceeds are earmarked for infrastructure expansion and acquisitions planned for 2026. Liberty Broadband, which holds broadband and cable focused assets, is stepping into 2026 with record 2025 revenue and fresh capital from a sizeable rights offering. For investors, this pairs a new financial milestone with a stated plan to put newly raised funds to...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Alnylam Pharmaceuticals (ALNY) Valuation Check After Swing To Profit On Strong 2025 Earnings

What Alnylam’s latest earnings tell you Alnylam Pharmaceuticals (ALNY) just reported Q4 and full year 2025 results that moved from losses to profits, with revenue and earnings shifting sharply higher compared with the previous year. For Q4 2025, revenue came in at US$1,097.03 million versus US$593.17 million a year earlier, and net income was US$111.54 million after a net loss of US$83.76 million in the prior year period. On a per share basis for the quarter, basic earnings from continuing...
NYSE:ELS
NYSE:ELSResidential REITs

Equity LifeStyle Properties (ELS) Valuation Check After First Quarter 2026 Dividend Update

Equity LifeStyle Properties (ELS) has declared a first quarter 2026 dividend of $0.5425 per common share, equivalent to $2.17 on an annualized basis, with payment scheduled for April 10 to shareholders of record on March 27. See our latest analysis for Equity LifeStyle Properties. At a share price of US$65.95, Equity LifeStyle Properties has seen a 10.30% year to date share price return and a 21.11% total shareholder return over five years. The recent dividend update helps frame current...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Alkermes Reshapes Portfolio With Avadel Deal And US$1.5b Debt Shift

Alkermes (NasdaqGS:ALKS) has received Irish High Court approval to acquire Avadel Pharmaceuticals. The company has closed on more than US$1.5b in new credit facilities, which appears linked to funding the transaction. These developments mark a significant step in reshaping Alkermes' portfolio and capital structure. Alkermes focuses on neuroscience and oncology medicines, so adding Avadel Pharmaceuticals could reshape the mix of assets and future product opportunities. For investors, the...
NYSE:FSS
NYSE:FSSMachinery

Federal Signal (FSS) Is Up 7.4% After Stronger Municipal Demand Fuels Upgraded Sales Outlook – Has The Bull Case Changed?

In recent commentary, Federal Signal Corp. (NYSE:FSS) was highlighted for delivering 12.3% annual revenue growth over the past five years and an expected 15.6% sales increase over the coming twelve months, reflecting expanding demand for its safety and environmental solutions. An interesting takeaway is how this acceleration in projected sales growth reinforces perceptions that Federal Signal is capturing more business from municipalities and industrial customers seeking upgraded...