U.S. Infrastructure Stock News

Why PennyMac Mortgage Investment Trust Is Back on Income Investors’ Radar Recent analysis pointing to a potential breakout in PennyMac Mortgage Investment Trust (PMT) has refocused attention on its dividend yield and risk management approach as the stock trades close to its 52 week lows. See our latest analysis for PennyMac Mortgage Investment Trust. At a share price of US$13.30, PennyMac Mortgage Investment Trust has seen mixed momentum recently, with a 90 day share price return of 5.89% and...

Why MPLX’s latest distribution move matters MPLX (MPLX) recently lifted its distribution payment by 12.5%, a move supported by long-term contracts, regulated rate structures, and a multiyear pipeline of organic projects scheduled through 2029. See our latest analysis for MPLX. The higher distribution comes as MPLX’s share price has also been firm, with a 90 day share price return of 9.32% and a 1 year total shareholder return of 15.75%. This suggests momentum has been building over both...

Regulatory shock and preferred dividend in focus American Express (AXP) is back on investors’ radar after its share price dropped following President Trump’s proposal for a 10% cap on credit card interest rates. This potential shift could reshape card issuer economics. At the same time, the company’s Board declared a quarterly dividend on its 3.550% Fixed Rate Reset Noncumulative Preferred Shares, Series D, of $8,875.00 per share, or $8.875 per related Depositary Share, payable on March 15,...

Why NRG Energy (NRG) is on investors’ radar today NRG Energy (NRG) has recently drawn attention after a period where the share price moved differently across time frames, including a month decline and a stronger 1 year total return profile. See our latest analysis for NRG Energy. Recent share price moves have cooled, with a 30 day share price return of a 4% decline and a 90 day share price return of an 8.02% decline. Longer term total shareholder returns, including the 3 year total...

Fulton Financial (FULT) heads into its upcoming earnings release with two fresh data points for investors: recent loan charge-offs for the fourth quarter of 2025 and the completion of a multi quarter share repurchase program. See our latest analysis for Fulton Financial. At a share price of $20.51, Fulton Financial has seen a 16.01% 90 day share price return and a 5.34% year to date share price return, while the 5 year total shareholder return of 84.48% points to momentum that has built over...

Why Kilroy Realty is on investors’ radar today Kilroy Realty (KRC) has been drawing attention after a period of mixed share performance, with the stock showing a small 1 year total return but weaker moves over the past month and past 3 months. For a real estate investment trust focused on office and life science properties, those return figures invite a closer look at how its current valuation lines up with recent fundamentals, including revenue of about US$1.13b and net income of roughly...

In January 2026, Xerox Holdings and Lexmark, now a combined company, unveiled a unified suite of AI-enabled retail technology solutions at NRF 2026: Retail’s Big Show in New York, highlighting end-to-end offerings spanning IT, production print, digital workflows, signage, and vision AI for store operations. This collaboration underscores how integrating Xerox’s digital workflow and print capabilities with Lexmark’s retail-focused devices and vision AI can create a single platform that...

If you are wondering whether Raymond James Financial is priced attractively right now, it helps to start by looking at how the current share price lines up with different measures of value. The stock last closed at US$170.06, with a 1.3% decline over the past 7 days, a 2.4% return over the last 30 days, a 3.9% return year to date, a 1.1% return over 1 year, a 50.5% return over 3 years, and a 186.9% return over 5 years. Recent news coverage has focused on Raymond James Financial in the...

In recent days, lululemon athletica temporarily halted online sales of its new Get Low collection in North America after customers complained the products were too sheer and ill-fitting, while keeping the line available in physical stores and international markets. This swift pullback highlights how product quality perceptions and execution on new launches are becoming increasingly important as the company manages leadership changes and activist pressure. With this context, we’ll explore how...

Why the upcoming Q4 earnings matter for Mobileye Global (MBLY) Mobileye Global (MBLY) is back in the spotlight as it prepares to report Q4 2025 results before the market opens on January 22, 2026, alongside its scheduled earnings call. Investors are watching closely because the company recently reported Q3 revenue of US$504 million, up 3.7% year on year, with results that exceeded analyst expectations for both revenue and adjusted operating income. Despite that strong quarter, Mobileye’s...

Deinium Therapeutics, formerly Mind Medicine (MindMed), has rebranded, announced a forthcoming Nasdaq ticker change to DFTX, and recently launched its “Rerouting Minds” educational campaign to explain the scientific and therapeutic potential of pharmaceutical LSD in mental health care. Alongside this, the company is outlining an ambitious 2026 roadmap for DT120 ODT in generalized anxiety disorder and major depressive disorder, plus early-stage work in autism spectrum disorder, signaling a...

Pinterest (NYSE:PINS) has partnered with Roku to launch shoppable TV content that links on-screen inspiration with direct purchase options. The company is introducing original series tailored to this format, aiming to keep viewers engaged while they browse and buy. Pinterest has also appointed a new Chief Business Officer with experience at major tech platforms, signaling a fresh commercial focus. Shares of NYSE:PINS last closed at $24.99, with a 1-year return of a 21.0% decline and a...

Hesai Group recently drew attention after analysis highlighted strong short-term earnings and sales momentum, alongside a highly positive technical setup, including a perfect technical rating. A key element was the identification of a ‘Pocket Pivot’ pattern, a technical signal that often attracts institutional traders looking for potential breakouts. Next, we will examine how this combination of earnings momentum and the Pocket Pivot signal shapes Hesai Group’s broader investment...

Vistra (VST) has moved back into focus after signing 20-year power purchase agreements to supply more than 2,600 MW of zero-carbon nuclear energy in support of Meta’s data center operations. See our latest analysis for Vistra. At a share price of US$160.02, Vistra has seen a 2.05% 1 day share price gain after the Meta nuclear deal. Its 90 day share price return of a 16.38% decline contrasts with a very large 3 year total shareholder return of about 7x. This indicates that long term momentum...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has opened a new hypersonic system manufacturing facility in Maryland. The facility is focused on producing advanced hypersonic systems for U.S. military customers. Kratos has been selected to participate in the Pentagon's Golden Dome missile defense architecture. The company is also collaborating on the U.S. Marine Corps MUX TACAIR Collaborative Combat Aircraft program. For you as an investor, these updates highlight where Kratos fits...

If you are trying to figure out whether SolarEdge Technologies at around US$33.34 is a bargain or a value trap, you are in the right place. The stock has had a mixed ride, with a 4.1% decline over the last 7 days, a 7.9% gain over 30 days, a 6.3% return year to date, a 155.5% return over 1 year, and very large declines of 88.9% over 3 years and 88.3% over 5 years. Recent market attention has focused on SolarEdge Technologies as investors reassess the solar equipment sector and its longer...

If you are wondering whether Lumen Technologies at around US$8.39 still offers value or has already run too far, you are not alone. The stock shows returns of 2.2% over 7 days, 8.0% over 30 days, 9.1% year to date, 45.9% over 1 year and 58.3% over 3 years, while the 5 year return sits at a 36.9% decline. Recent attention on Lumen has been shaped by ongoing coverage of its turnaround efforts and balance sheet position, as investors weigh how the company responds to its debt load and industry...

Sea stock at a glance Sea (SE) has drawn fresh attention after recent trading, with the share price around $121.13 and mixed returns over the past year, including a 22% decline in the past 3 months. For investors, the key question now is how Sea’s e-commerce, digital financial services, and digital entertainment segments compare with its current valuation and its recent performance in revenue and net income. See our latest analysis for Sea. Sea’s recent share price pressure, with a 90 day...

Record backlog and Arizona project put Fluence’s growth story in focus Fluence Energy (FLNC) is back on investors’ radar after reporting a record backlog of about US$5.3b, issuing guidance for revenue growth in 2026, and winning a major Arizona storage contract. See our latest analysis for Fluence Energy. The latest Arizona win and record backlog have coincided with strong momentum, with Fluence’s 30 day share price return at 28.80%, a 90 day share price return of 64.32%, and a 1 year total...

Western Digital announced an Innovation Day event focused on new data storage developments for the AI driven economy. The company plans to showcase technologies aimed at supporting rising data storage needs tied to AI infrastructure growth. The event is expected to highlight how Western Digital is positioning its products and roadmap for AI related demand. For investors watching NasdaqGS:WDC, the Innovation Day comes at a time when the shares trade around $241.9. The stock has seen strong...

In recent months, United Parcel Service has drawn fresh attention as analysts responded to its ongoing shift toward higher-margin markets, reduced Amazon volumes, and greater automation, alongside continued emphasis on dividends and buybacks. An interesting angle is UPS’s push into healthcare logistics and improved revenue quality, which helps explain why analyst sentiment has become more constructive despite past margin pressure. With UPS shares recently recording a 1.01% seven-day and...

In early January 2026, EPAM Systems, Inc. announced a partnership with AI coding platform Cursor to help enterprises adopt AI-native engineering workflows at scale, integrating Cursor’s tools across complex technology stacks and developer teams. The collaboration pairs Cursor’s AI development capabilities with EPAM’s more than 50,000 engineers, training programs and productivity measurement frameworks, creating an unusually comprehensive toolkit for organizations looking to rework how...

Event context and recent share performance ICON (NasdaqGS:ICLR) has drawn investor attention after a period of mixed share performance, with a small 1 day gain of 4.7% and broadly flat movement over the past week. Over the past month, the stock shows a 3.2% return, while the past 3 months reflect a 2.7% gain. The year to date figure and 1 year total return are both negative. See our latest analysis for ICON. With the share price at $184.87, ICON’s recent 4.7% 1 day share price return...

Why Bristol-Myers Squibb (BMY) is back on investors’ radar Bristol-Myers Squibb (BMY) just announced a partnership with Microsoft that uses FDA cleared radiology AI algorithms to support earlier lung cancer detection, a move that directly ties the stock to digital health infrastructure. For you as an investor, this is less about short term headlines and more about how BMY is positioning itself at the intersection of oncology, health equity, and hospital workflow tools that already touch much...