U.S. Infrastructure Stock News

Abacus Global Management, Inc. ( NYSE:ABX ) shareholders will doubtless be very grateful to see the share price up 36...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

In early January 2026, Uranium Energy Corp moved higher after uranium miners rallied on Denison Mines’ progress toward building its Phoenix in-situ recovery uranium project, pending final U.S. federal approvals. This reaction underscores how developments at one uranium producer can quickly influence sentiment and contract-focused uranium equities across the entire sector. With this backdrop and momentum around Denison’s Phoenix project, we’ll consider how these developments shape Uranium...

Ameren (AEE) shares are back in focus after the utility set new long term earnings growth guidance of 6% to 8% a year from 2025 through 2029, alongside refreshed analyst views. See our latest analysis for Ameren. The refreshed guidance comes after a period where Ameren’s share price has been relatively steady near $100.86, with short term momentum mixed but a 1 year total shareholder return of 19.51% pointing to more supportive longer term sentiment. If Ameren’s update has you thinking about...

3M (MMM) is back on many watchlists after recent trading left the stock roughly flat over the past week and slightly lower over the past month. This performance is inviting a closer look at its fundamentals. See our latest analysis for 3M. At a share price of $161.82, 3M’s recent 1-day share price return of 1.07% and 90-day share price return of 4.18% sit alongside a 1-year total shareholder return of 26.54%. This indicates that recent momentum is occurring in the context of a stronger longer...

Today we're going to take a look at the well-established Dynatrace, Inc. ( NYSE:DT ). The company's stock received a...

Arm Holdings (ARM) is back in focus after announcing a partnership with Meta to improve AI efficiency in data centers, alongside plans to acquire DreamBig Semiconductor to build out networking and high-speed communications capabilities. See our latest analysis for Arm Holdings. The latest AI partnership and acquisition plans come after a choppy period, with a 1-day share price return of 4.96% and a 7-day share price return of 3.82%. These gains partly offset a 30-day share price return...

Riot Platforms (RIOT) is back in focus after the company reshaped its leadership and incentives, naming Jason Chung as incoming CFO and tying executive pay more closely to data center growth beyond Bitcoin mining. See our latest analysis for Riot Platforms. Riot’s latest 1-day share price return of 11.76% to US$14.16 sits against a 90-day share price return of 34.05% decline, while the 3-year total shareholder return of 189.57% and 5-year total shareholder return of 37.46% decline highlight...

Camtek (NasdaqGM:CAMT) rose about 8% in afternoon trading, moving with a broader chip equipment rally as investors positioned around artificial intelligence related spending and looked ahead to the company’s upcoming earnings update. See our latest analysis for Camtek. Today’s move adds to a 7-day share price return of 7.04% and a 90-day share price return of 3.33%. The 1-year total shareholder return of 30.51% and very large 3-year total shareholder return suggest momentum has been building...

Spotify Technology (SPOT) is back in focus for investors after recent trading left the stock with a mixed return profile, including a small gain over the past month alongside a sharper negative move over the past 3 months. See our latest analysis for Spotify Technology. At a latest share price of US$575.0, Spotify Technology’s 1-year total shareholder return of 22.62% and very large 3-year total shareholder return suggest momentum has cooled recently after a stronger multi year run, as...

Key Insights The projected fair value for Grab Holdings is US$7.46 based on 2 Stage Free Cash Flow to Equity Grab...

PepsiCo (PEP) is in focus after a comprehensive review of its North America supply chain. The review was launched following discussions with activist investor Elliott Investment Management and is centered on automation, digital tools, and multi year cost cuts. See our latest analysis for PepsiCo. The supply chain review comes as PepsiCo’s share price, last closing at US$142.23, shows modest near term softness alongside a small 1 year total shareholder return of 1.12% and a weaker 3 year total...

If you are wondering whether Bath & Body Works is a bargain or a value trap at its current price, this article walks through the numbers so you can judge for yourself. The stock recently closed at US$20.74, with returns of 1.5% over the past 7 days and 10.1% over the past 30 days, compared with a return of 0.0% year to date and a 41.4% decline over the last year, plus a 50.3% decline over 3 years and a 39.4% decline over 5 years. Recent coverage has focused on how Bath & Body Works is...

Workiva (WK) has been drawing attention after recent share price pressure, with the stock showing negative returns over the past month and past 3 months. This has prompted investors to reassess what they are paying for its cloud reporting business. See our latest analysis for Workiva. At around $82.97, Workiva’s recent 10.18% 1 month share price decline and 26.01% 1 year total shareholder return decline suggest momentum has been fading as investors reassess growth prospects and risk around...

Life Time Group Holdings' (NYSE:LTH) stock up by 2.4% over the past three months. Given that stock prices are usually...

New shelf registrations put fresh capital options on the table Seacoast Banking Corporation of Florida (SBCF) has filed two shelf registration statements, including a US$15.95 million common stock offering tied to a 500,000 share dividend reinvestment plan and a broader omnibus shelf covering multiple security types. See our latest analysis for Seacoast Banking Corporation of Florida. The shelf filings come after a solid stretch for investors, with a 1 year total shareholder return of 20.99%...

Bitdeer Technologies Group is now facing multiple securities class action lawsuits alleging that, between June 2024 and November 2025, it misled investors about the development progress, efficiency and mass production timeline of its SEAL04 chip and SEALMINER A4 mining project, as well as undisclosed operational setbacks. The claims center on whether Bitdeer’s disclosures around its proprietary ASIC roadmap and related operational risks gave investors an incomplete picture of its technology...

Millicom’s earnings beat and expansion move TIGO into focus Millicom International Cellular (NasdaqGS:TIGO) has drawn fresh attention after quarterly results came in ahead of analyst forecasts, alongside JPMorgan’s improved outlook tied to the company’s acquisitions in Uruguay and Ecuador. See our latest analysis for Millicom International Cellular. The recent earnings beat and acquisitions in Uruguay and Ecuador come on top of a 12.65% 1 month share price return and a very large 1 year total...

CF Industries Holdings has announced a leadership change with CEO Tony Will retiring and Chris Bohn taking over, alongside multi‑billion‑dollar commitments to hydrogen-related projects such as the Blue Point low‑carbon ammonia venture and the Donaldsonville carbon capture and storage facility, which is already producing certified blue ammonia. This combination of a new chief executive and accelerated investment in low‑carbon ammonia and hydrogen infrastructure marks a potentially important...

Wondering if Veeva Systems at around US$219.49 is offering fair value right now, or if the current price is out of line with its fundamentals. The stock's recent returns are mixed, with a 7 day return of a 2.5% decline, a 30 day return of a 9.3% decline, and a 1 year return of 3.1%, on top of a 36.3% return over 3 years and a 23.8% decline over 5 years. Recent attention on Veeva Systems has centered on its role as a healthcare and life sciences software provider, with investors weighing how...

Aptiv (APTV) is back on watch for investors after recent share price moves, with the stock closing at $78.44. The latest returns across the past week, month, and past 3 months highlight mixed momentum. See our latest analysis for Aptiv. The recent 1 day share price return of 3.1% and 7 day gain of 2.1% sit against a 90 day share price return of an 8% decline, while the 1 year total shareholder return of 27.8% contrasts with weaker 3 and 5 year total shareholder returns. This suggests shorter...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Why ConocoPhillips Is Back on Investors’ Radar ConocoPhillips (COP) has drawn fresh attention after recent share price gains over the past week and month, prompting investors to reassess how its current valuation lines up with its earnings and cash generation profile. See our latest analysis for ConocoPhillips. Recent share price strength, including the 3.30% 1 day share price return and positive 7 day move, comes against a mixed backdrop where the 1 year total shareholder return is close to...

If you are wondering whether Occidental Petroleum's current share price gives you fair value, or if there is a margin of safety on the table, this article is designed to walk you through the numbers clearly. The stock last closed at US$42.38, with a 4.9% return over the past 7 days, flat performance over 30 days at 0.1% decline, and longer term returns of 14.7% decline over 1 year, 30.5% decline over 3 years, and 124.0% gain over 5 years. Recent coverage around Occidental Petroleum has...