U.S. Infrastructure Stock News

FedEx (NYSE:FDX) is advancing the spin-off of its FedEx Freight business, including plans to finance the separation through a senior notes offering. The company is reshaping its French operations with facility consolidation, technology upgrades, and potential workforce reductions. FedEx has appointed Scott Ray as chief operating officer for U.S. and Canada Surface Operations as part of broader leadership changes. For investors watching NYSE:FDX, these moves affect how the company runs its...

Recent share performance and business snapshot Eaton (ETN) has drawn investor attention after recent share moves, including a 2.7% gain over the past day and a 5.9% rise over the past month, against a weaker past 3 months. The stock last closed at $341.19, with total return figures of 4.2% year to date and 10.5% over the past year. The 3 year and 5 year total returns are very large multiples of the starting level. Eaton is a power management company with US$26.6b in revenue and US$3.9b in net...

Figma (NYSE:FIG) is facing a steep decline from its public debut, while keeping its focus on growth and product expansion. The company is rolling out AI driven features and leaning into its collaboration tools to stand apart from traditional software rivals. Despite industry skepticism and concerns about AI disruption, Figma reports strong revenue retention and continued customer engagement. Figma sits at the intersection of design, product development, and collaboration software. This is...

Hercules Capital (NYSE:HTGC) has amended its loan and security agreement with Savara Inc. The amendment gives Savara access to additional non dilutive capital if the FDA approves its lead therapy. The structure ties Hercules Capital's future funding to a key regulatory outcome for Savara. For Hercules Capital, a venture lending specialist with a focus that includes life sciences, this updated agreement deepens its role in biotech financing. Shares recently closed at $18.70, and the stock...

What Nova’s recent performance may signal for investors With no single headline event driving attention, Nova (NVMI) has still drawn investor interest after a period of strong share price moves. This has prompted a closer look at how its current fundamentals line up with recent trading. See our latest analysis for Nova. The recent 1-month share price return of 44.16% has pushed Nova to $477.07, adding to a 37.35% year to date share price return and a very large 5-year total shareholder...

If you are wondering whether ConocoPhillips at around US$99.87 is offering solid value or asking too much, this breakdown is designed to help you frame that question clearly. The stock has returned 4.6% over the last 7 days, 9.1% over the last 30 days, 3.3% year to date, 1.9% over 1 year and 191.8% over 5 years, while the 3 year return sits at a 9.6% decline. Recent headlines around ConocoPhillips have focused on its role as a large oil and gas producer. Coverage often ties the share price...

Citigroup’s fresh coverage of e.l.f. Beauty (ELF) with a buy rating has put the stock back on investors’ radar, tying its view to the Rhode acquisition, influencer marketing, and planned price increases. See our latest analysis for e.l.f. Beauty. The latest move from Citigroup comes after a sharp 31.7% decline in the 3 month share price return, even though the 30 day share price return sits at 7.85% and the year to date share price return is 11.46%. Long term holders still sit on a 50.7%...

Fortinet (FTNT) is in focus after mixed analyst calls and fresh product news, as a JP Morgan downgrade and TD Cowen upgrade landed alongside new FortiCNAPP cloud security capabilities targeting complex enterprise risk needs. See our latest analysis for Fortinet. At a share price of US$81.71, Fortinet has seen mixed momentum, with a 7 day share price return of 8.28% contrasting with a 1 year total shareholder return decline of 18.15%. The 5 year total shareholder return of 165.62% points to...

Williams Companies (NYSE:WMB) announced a 5% increase in its quarterly dividend. The company highlighted that it has paid uninterrupted quarterly dividends since 1974. Williams Companies, operator of natural gas infrastructure and related midstream assets, sits at the center of energy transportation in North America. The latest dividend move comes as investors watch how energy infrastructure companies position themselves around demand for natural gas, regulatory developments, and capital...

Constellation Energy (NasdaqGS:CEG) has completed a US$16.4b acquisition of Calpine, expanding its zero and low emission generation footprint. The company has secured 20 year license renewals for its Clinton and Dresden nuclear plants. Constellation has signed long term power supply agreements with Meta Platforms and Microsoft to support energy needs for AI data centers. For you as an investor, this centers on what Constellation Energy actually does. The company is a large supplier of...

TSMC (NYSE:TSM) confirmed plans to build a "gigafab cluster" in Arizona as part of a wider global expansion. The move follows a US$250b U.S. Taiwan trade agreement that includes support for semiconductor manufacturing. The company is also considering new facilities in Japan and the UAE as it evaluates further overseas production. For you as an investor, this puts TSMC's core role in the chip supply chain in the spotlight. The company is a major contract manufacturer for advanced chips used...

Wells Fargo (WFC) has been back in focus after appointing Faraz Shafiq as Head of AI Products and Solutions, backing the Emberpoint wildfire venture, and affirming a quarterly dividend of $0.45 per share. See our latest analysis for Wells Fargo. These AI hires, dividend decisions and bond issuances are arriving while the 1-day and 7-day share price returns of 0.75% and 2.37% contrast with a 30-day share price return decline of 6.88%. However, longer term total shareholder returns of 16.38%...

Tempus AI (NasdaqGS:TEM) reported new study results on its Immune Profile Score (IPS) test. The study found IPS can more accurately predict outcomes for patients receiving immunotherapy compared with conventional biomarkers. The data suggests IPS may expand access to immune checkpoint inhibitor therapy for patients who are often overlooked, including those with rare cancers and microsatellite stable colorectal cancer. Tempus AI, which focuses on data driven precision medicine and AI tools...

National Fuel Gas (NFG) heads into its January 28, 2026 earnings release with investors focused on whether results and fresh guidance will shift sentiment, which has often reacted to past announcements. See our latest analysis for National Fuel Gas. At a share price of $83.17, National Fuel Gas has posted a 90 day share price return of 5.28%, while its 1 year total shareholder return of 25.36% and 5 year total shareholder return of 138.86% suggest momentum has been building over time. If you...

Short term moves versus longer term trends Expeditors International of Washington (EXPD) has delivered mixed recent returns, with a small 1 day and week decline but gains of about 4% over the past month and roughly 35% over the past 3 months. For longer term holders, the stock shows total returns of about 40% over the past year, around 52% over 3 years, and roughly 85% over 5 years. This puts recent trading into broader context. See our latest analysis for Expeditors International of...

If you are wondering whether Warner Bros. Discovery is genuinely good value at its current share price, you are not alone. The numbers give plenty to think about. The stock closed at US$28.07 recently, after a 0.6% decline over the last 7 days and a 2.5% decline over the last 30 days, set against a 173.9% return over 1 year and an 89.4% return over 3 years. Recent share price moves sit against an ongoing focus on the company’s content portfolio, streaming ambitions and balance sheet. All of...

If you are wondering whether Rayonier's current share price lines up with its underlying value, this breakdown is designed to give you a clear, method-by-method view of what the market might be pricing in. The stock recently closed at US$23.08, with a 6.0% return over 30 days and a 6.8% return year to date, set against a 5 year return of 1.8% and a 3 year return of a 19.2% decline. Recent coverage around Rayonier has focused on its position as a timber real estate investment trust and how...

United Parcel Service (NYSE:UPS) is cutting a large share of its Amazon delivery volume as part of a push toward higher margin business. The company is carrying out its largest network reconfiguration to date, including the closure of dozens of facilities to streamline operations. UPS is expanding its global healthcare logistics footprint through the acquisition of Andlauer Healthcare Group. UPS sits at the center of global parcel and freight flows, and its decisions can influence pricing...

Event context and recent share performance GoDaddy (GDDY) has been drawing attention after a period of weaker share performance, with the stock showing declines over the past month, past 3 months, year to date, and the past year. Against that backdrop, investors are weighing GoDaddy’s US$4,869.8m in revenue, US$828.5m in net income, and a value score of 5, alongside indications that some models suggest the shares trade at a discount. See our latest analysis for GoDaddy. At a share price of...

Quantum Computing (QUBT) is back in focus after recent news on revenue growth expectations, expanding photonics offerings, fresh wins in quantum cybersecurity, and its role as stalking horse bidder for Luminar Semiconductor’s assets. See our latest analysis for Quantum Computing. The recent contract wins and the Luminar Semiconductor stalking horse bid come after a mixed stretch for Quantum Computing, with a 1-day share price return of 4.34% but a 90-day share price decline of 27.13%, and a...

W. R. Berkley (NYSE:WRB) reported record operating earnings in its latest quarter. The company highlighted strong underwriting income and multiple years of record net income. Management outlined ongoing investment in artificial intelligence and technology across the business. W. R. Berkley also emphasized continued substantial capital returns to shareholders, including buybacks. W. R. Berkley, a U.S. based insurance group focused on property and casualty lines, is reporting record operating...

If you are wondering whether Artisan Partners Asset Management at US$43.81 offers fair value or a potential bargain, this article walks through what the current price may imply. The stock has returned 2.3% over the last 7 days, 4.8% over the last 30 days, 5.8% year to date and 6.8% over the last year, with 3 year and 5 year returns of 49.7% and 29.6% respectively. Recent attention on asset managers, including Artisan Partners Asset Management, has centered on how they are positioned for...

Manhattan Associates reported past fourth-quarter 2025 results with revenue of US$270.39 million and net income of US$51.95 million, alongside new full-year 2026 guidance and an update on its long-running share repurchase program. An interesting angle is that the company has retired about one-fifth of its shares since 2017, while targeting 2026 GAAP EPS between US$3.37 and US$3.53 and a GAAP operating margin in the mid‑20s. Next, we’ll examine how this combination of higher earnings guidance...

Iridian Asset Management has significantly increased its stake in Hilton Grand Vacations (NYSE:HGV), making the position a high conviction holding. Company management has reaffirmed full year guidance despite operational challenges. Leadership continues to highlight expectations for cash generation while addressing recent headwinds. Hilton Grand Vacations, trading as NYSE:HGV, operates in the vacation ownership and timeshare space, a segment closely tied to leisure travel and consumer...