U.S. Hospitality Stock News

NYSE:ADC
NYSE:ADCRetail REITs

How Agree Realty’s 3.6% Dividend Hike and Steady Payouts Will Impact ADC Investors

Agree Realty Corporation recently declared a monthly cash dividend of US$0.262 per common share, implying an annualized dividend of US$3.144 and marking a 3.6% increase over its first-quarter 2025 annualized level. The company also reaffirmed regular monthly payments on its 4.25% Series A Cumulative Redeemable Preferred Stock, underscoring its ongoing focus on consistent income distributions to shareholders. We will now examine how this 3.6% dividend increase shapes Agree Realty’s investment...
NYSE:CVS
NYSE:CVSHealthcare

CVS Health (CVS) Is Up 5.1% After Dual Medicare And PBM Regulatory Squeeze - Has The Bull Case Changed?

In recent days, CVS Health has come under pressure from proposed Medicare Advantage rate changes and new U.S. Department of Labor rules demanding far greater transparency from pharmacy benefit managers, both of which could affect key profit pools in its insurance and PBM operations. Together, these regulatory moves highlight how tightly CVS Health’s diversified model is tied to government policy, with both its payer and pharmacy services businesses exposed at the same time. We’ll now examine...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Alliances Extend Physical AI While Valuation Signals Mixed Opportunity

NVIDIA (NasdaqGS: NVDA) has partnered with Opentrons Labworks to introduce physical AI-enabled robotics into life science laboratories. The collaboration aims to enable robots to learn directly from real-world experiments, supporting AI-driven drug discovery and biological research. In a separate move, NVIDIA has formed an industrial AI alliance with Dassault Systèmes focused on virtual twins, agentic AI, and advanced digital factory solutions. Together, these alliances expand NVIDIA's AI...
NYSE:HD
NYSE:HDSpecialty Retail

What Home Depot (HD)'s AI Tools and Partner Expansions Mean For Shareholders

In recent weeks, SKYX Platforms Corp. and Back to the Roots have both expanded their product presence at Home Depot, while the retailer also rolled out its AI-powered Material List Builder to help professional customers quickly generate project material lists. Taken together, these moves highlight how Home Depot is using partnerships and artificial intelligence tools to deepen its reach with both do‑it‑yourself gardeners and construction professionals. With these AI-driven planning tools...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox Hires Disney Veteran As Creative Lead While Shares Trade Below Targets

Fox (NasdaqGS:FOXA) has appointed Lucas P. Aragón as Senior Vice President, Creative. Aragón brings experience from Disney, ABC, and OWN to lead Fox’s advertising vision and creative strategy. For you as an investor, this move sits at the intersection of media, advertising, and brand building. Fox operates across news, sports, and entertainment, where competition for viewer attention and ad dollars remains intense. Adding a creative leader with big-brand television experience indicates that...
NYSE:OI
NYSE:OIPackaging

Assessing O-I Glass (OI) Valuation After Buybacks Operational Gains And Renewed Analyst Support

Why O-I Glass is back on investors’ radar O-I Glass (OI) has caught investor attention after its stock touched a 52 week high of $16.08, supported by an aggressive share buyback program, operational improvements, and renewed recognition from a major research firm. See our latest analysis for O-I Glass. At a share price of $16.63, O-I Glass has seen strong recent momentum, with a 90 day share price return of 29.11% alongside a 1 year total shareholder return of 44.73%, even though the 3 year...
NYSE:SNA
NYSE:SNAMachinery

Snap On Extends Dividend Growth While Balancing Investment And Profit Pressure

Snap-on (NYSE:SNA) announced its 16th consecutive annual dividend increase alongside its latest earnings release. The company highlighted ongoing investment in product development, brand spending, and technology to support future growth. Management discussed the impact of tariffs, government shutdowns, and changing product demand on recent revenue trends. Snap-on, trading at $369.34, has delivered a 12.1% return over the past year and 121.1% over the past 5 years, putting it on the radar...
NYSE:TMO
NYSE:TMOLife Sciences

Taking A Fresh Look At Thermo Fisher Scientific (TMO) Valuation After Recent Share Price Weakness

Why Thermo Fisher Scientific (TMO) is on investors’ radar today Thermo Fisher Scientific (TMO) is back in focus after recent share price moves, with the stock roughly flat over the past day but showing weaker performance over the past month and past 3 months. That short term pressure contrasts with a positive 5 year total return and ongoing profitability. This may prompt you to recheck how the company’s current valuation lines up with its growth, balance sheet and cash generation profile. See...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD Supply Crunch Meets Expanding AI Portfolio And Valuation Upside

AMD is reporting extended server CPU shipment delays to Chinese customers as AI infrastructure demand strains global supply chains. The supply crunch coincides with AMD scaling its next generation AI hardware portfolio, including the Helios rack scale server and upcoming Instinct MI400 Series. AMD is deepening partnerships such as its expanded collaboration with GIGABYTE on AI focused laptops, motherboards, and displays. The company recently reported record Q4 results, highlighting growing...
NYSE:TOST
NYSE:TOSTDiversified Financial

Can Toast’s Strong Recurring Revenue Offset Profitability and AI Disruption Risks For (TOST)?

In recent months, Toast reported that its annual recurring revenue reached about US$2.02 billion in the third quarter, reflecting strong year-on-year growth and signaling that restaurant customers remain deeply tied to its platform. At the same time, analysts have been revisiting their views on Toast and its competitive landscape, balancing robust subscription traction against ongoing concerns about profitability and market disruption from artificial intelligence. Against this backdrop of...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

The Bull Case For Tesla (TSLA) Could Change Following Major Pivot To Robotaxis And Musk Ecosystem Integration

Tesla has recently reported weaker 2025 financial results and accelerating declines in its core automotive business, while committing US$20,000,000,000 of 2026 capital spending to robotaxis, humanoid robots, AI infrastructure, and expanded solar manufacturing, including discontinuing the Model S and Model X to free factory capacity for Optimus. At the same time, Elon Musk is consolidating his broader empire through the SpaceX–xAI merger and exploring a possible tie-up with Tesla, raising...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) Valuation After Recent Share Price Moves And DCF Upside Indications

CRISPR Therapeutics: Recent Moves and Performance Snapshot CRISPR Therapeutics (CRSP) has been drawing attention after recent share price moves. The stock closed at US$48.74 and showed mixed returns over the past week, month, and past three months. See our latest analysis for CRISPR Therapeutics. The recent 6.23% 1 day share price gain to US$48.74 comes after a softer patch, with a 30 day share price return of 15.95% and a year to date share price return of 9.35%. The 1 year total shareholder...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Open Text Q2 Margin Compression Challenges Bullish Earnings Growth Narrative

Open Text (NasdaqGS:OTEX) has just posted Q2 2026 results, with revenue of US$1.3 billion and basic EPS of US$0.67, setting the tone for how investors weigh the latest quarter against recent history. The company has seen quarterly revenue move between US$1.25 billion and US$1.33 billion over the last six reported periods, while basic EPS has ranged from US$0.11 to US$0.87. This puts the latest quarter somewhere in the middle of its recent earnings power, with margins continuing to be a key...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Links Power M&A Leadership With ESG Startup Pipeline

Morgan Stanley (NYSE:MS) is leading global mergers and acquisitions activity in the power sector. The firm is hosting its annual Inclusive & Sustainable Ventures Demo Day, focused on startups working on sustainability and inclusion. These developments highlight the bank’s involvement in both large scale power sector dealmaking and early stage ESG focused ventures. Morgan Stanley, a global financial services firm with a large investment banking franchise, is taking a visible role in power...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Does Cathay (CATY) Adding Analyst Lana Chan Quietly Recalibrate Its Boardroom Risk Playbook?

Cathay General Bancorp recently appointed seasoned banking analyst Lana Chan as a Class I director, while long-serving director Jane Jelenko plans to retire on April 30, 2026, leaving the company with twelve directors, eight of whom are independent. Chan’s three decades of experience in bank analysis and her recent consulting role with Cathay Bank add a specialized insider perspective on investor engagement and risk oversight to the boardroom. Against this backdrop, we’ll explore how Chan’s...