U.S. Infrastructure Stock News

Antero Resources (NYSE:AR) has filed a motion to intervene in a regulatory proceeding tied to Columbia Gas Transmission's Line KA4 Slip Repair Project, which affects its natural gas transport capacity. The company is seeking a direct role in the case that will shape how and when the pipeline repair moves forward and under what terms. The outcome of the proceeding could influence Antero Resources' production logistics, transportation costs, and access to end markets. Consider reviewing other...

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing capacity constraints as AI chip demand grows, prompting major customers to consider Samsung as an alternative foundry partner. Companies including Qualcomm, Nvidia, Tesla, and Google are reported to be allocating more advanced chip production to Samsung to secure supply. The shift reflects a broader effort by large tech groups to diversify manufacturing across multiple chipmakers rather than rely mainly on TSMC. This shift in chip...

Newsmax stock has gained 38.5% year to date, yet valuation checks are pulling in different directions, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) suggesting the shares trade below that estimate while price based multiples point to a richer level. Year to date, Newsmax is up 38.5%, which puts recent momentum in clear focus for anyone weighing new capital against the current price. The company has highlighted record revenue, its first profitable period as a public...

BWX Technologies (NYSE:BWXT) division Kinectrics has been engaged by Clean Core Thorium Energy to conduct an independent technical review of the ANEEL nuclear fuel qualification program. The review focuses on ANEEL thorium based fuel, which is intended for next generation nuclear reactor applications. Kinectrics' assessment is expected to support key regulatory and safety milestones for ANEEL fuel deployment. The engagement highlights BWXT's role in advanced nuclear fuel work linked to...

JBS, the majority owner of Pilgrim's Pride (NasdaqGS:PPC), has submitted a non binding proposal to acquire all remaining shares it does not already own and take the company private. The proposed deal would result in Pilgrim's Pride being delisted from Nasdaq and fully integrated into JBS. The transaction is subject to negotiation with Pilgrim's Pride's board, shareholder approval, and regulatory review, including potential antitrust and foreign ownership scrutiny. For readers tracking...

Earlier this week, AutoZone highlighted expectations for its upcoming quarterly results, with consensus pointing to higher earnings per share and revenue versus the same period last year. What stands out is the tension between upbeat brokerage recommendations and a Zacks Rank #4 (Sell), underscoring unusually mixed analyst sentiment ahead of the report. We’ll now examine how this anticipation of stronger earnings, despite the cautious Zacks rating, could influence AutoZone’s broader...

Entegris (NasdaqGS:ENTG) reports key legal wins in Taiwan and China that uphold its patents on advanced CMP slurry technology for semiconductor production. Court and regulatory bodies in both markets confirm Entegris’s rights over colloidal silica slurry used in CMP applications, reinforcing its intellectual property position. The outcomes support Entegris’s competitive moat in advanced semiconductor materials and help protect its CMP slurry portfolio in core Asian markets. For readers...

AT&T (T) is back in focus after two related moves: a new high capacity distributed antenna system at Mississippi State University’s Davis Wade Stadium and fresh floating rate bond offerings in US and euro markets. See our latest analysis for AT&T. These stadium and funding announcements come after a mixed year for AT&T, with a recent 14.44% 30 day share price return and a 3 year total shareholder return of 107.75% that contrasts with a 10.17% decline over 1 year. If you are looking beyond...

Special call puts WD-40 stock in focus WD-40 (WDFC) has scheduled a special call for 18 August 2026 to discuss business performance, strategic initiatives, operational execution, and long term growth opportunities, putting the stock firmly on investor watchlists. See our latest analysis for WD-40. At a share price of US$223.23, WD-40 has experienced short term share price pressure, with a 1 month share price return down 6.83%. In comparison, the year to date share price return of 13.45% and a...

Liberty Live Holdings, Inc. reported second-quarter 2026 results showing revenue rising to US$147.06 million from US$138.60 million a year earlier, but net loss widening to US$268.66 million, with six-month figures also reflecting higher sales and a much larger loss. This contrast between growing top-line performance and deeper losses per share from continuing operations highlights mounting profitability pressures despite improving revenue. Next, we will examine how widening net losses...

Harvard Bioscience, Inc. ( NASDAQ:HBIO ) insiders who purchased shares in the last 12 months were richly rewarded last...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

NuScale Power (SMR) has drawn fresh attention after Curio and Framatome signed an MOU with the company to evaluate an integrated nuclear fuel solution for United States and international markets. See our latest analysis for NuScale Power. The latest share price of NuScale Power at US$9.29 comes after a 1 month share price return of 16.71%. However, the year to date share price return is down 43.04% and the 1 year total shareholder return is down 72.51%. Recent momentum has therefore picked up...

Long term yields are climbing, mortgage costs are under pressure and the bond market is sending a very different message to record stock indexes. That mix can punish some parts of housing finance while opening up selective openings for others. If you care about where your capital sits as borrowing costs adjust, this article walks through 3 stocks from the U.S. Mortgage and Housing Finance screener that appear particularly exposed to this news shock. The three stocks below are just a starting...

PepsiCo stock has delivered a decline of 11.1% over the past three years, yet current valuation work suggests the shares may now trade below what the underlying cash flows imply, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to potential undervaluation. Over the last three years, PepsiCo has produced a total shareholder return of 11.1% in decline, which raises the question of whether recent pricing already reflects a tougher period for the...

Intuitive Machines (NasdaqGM:LUNR) has been selected by NASA JPL to deliver spacecraft, integration, and mission operations for the EAGLE-VSWIR Earth science mission, which is targeting a 2028 launch. The contract is the company’s second major Earth science mission for NASA and extends use of its IM 300 bus platform, with potential applications for future lunar and Mars exploration. Separately, Intuitive Machines received authorization from a customer to begin work on a multi-satellite...

Arrowhead Pharmaceuticals (ARWR) drew fresh investor attention after REDEMPLO, its plozasiran therapy for familial chylomicronaemia syndrome, was listed in the Lauer-Taxe database following European marketing authorisation supported by Phase 3 PALISADE trial data. See our latest analysis for Arrowhead Pharmaceuticals. Against this regulatory milestone, Arrowhead Pharmaceuticals has seen strong momentum, with a 30 day share price return of 24.79% and a year to date share price return of...

Southwest Airlines stock has delivered a solid 40.0% return over the past three years, yet the current valuation checks and recent pullback suggest it may no longer look like an obvious bargain at today’s price. Over the past 3 years, Southwest Airlines has returned 40.0%, which puts recent weakness into context as a giveback after a strong multi year run. Future cash generation from Southwest Airlines' route network and cost structure can support the current share price, while any sustained...

IDEAYA Biosciences announced that it entered a clinical collaboration with Genentech to test IDE892, its investigational MTA-cooperative PRMT5 inhibitor, in combination with Genentech's KRAS G12D inhibitor GDC-7035 in MTAP-deleted, KRAS G12D-mutant pancreatic ductal adenocarcinoma, with Genentech sponsoring the trial and IDEAYA supplying IDE892. A key insight is that this partnership targets a genetically defined PDAC subgroup that currently lacks approved targeted therapies, highlighting...

C3.ai recently faced renewed attention after reporting ongoing revenue declines and bringing founder Thomas Siebel back as CEO in June 2026, amid persistent questions about sales efficiency and cash usage. Investors are now weighing whether Siebel’s return can address extended sales payback periods and a history of cash burn that has raised concerns about the company’s long-term business model. Next, we’ll examine how Siebel’s return amid persistent revenue pressures may reshape C3.ai’s...

Boeing stock has climbed about 6.1% over the past month, and current checks suggest it is not clearly cheap or clearly expensive, while a Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a 43.3% discount to that model. The roughly 6.1% gain in the past 30 days puts Boeing on the radar again for investors who care about whether recent momentum is backed up by valuation. Recent headlines around the Archer Aviation deal and regulatory scrutiny of the 737 MAX...

EPAM Systems (EPAM) stock is back in focus after the company reported second quarter and first half 2026 results, updated its earnings guidance and confirmed substantial progress on its ongoing share repurchase program. See our latest analysis for EPAM Systems. The recent earnings update, fresh guidance and confirmation of the completed share repurchase appear to have reset expectations for EPAM Systems. A 1-month share price return of 20.10% and a 7-day share price return of 7.06% contrast...

In recent weeks, Innovative Industrial Properties has seen heavy prior selling ease while analysts raised earnings estimates and maintained a favorable Zacks Rank #2 (Buy), signaling improved expectations for the cannabis-focused REIT’s financial performance. This combination of upgraded earnings projections and the stock moving into oversold territory has prompted a reassessment of IIPR’s risk-reward profile among market watchers. Next, we’ll examine how these higher earnings estimates...

Intuit (INTU) is back in focus after expanding its Intuit Intelligence AI tools across QuickBooks Online Advanced and Intuit Enterprise Suite, a move that coincides with stronger broker sentiment ahead of fiscal Q4 results. See our latest analysis for Intuit. The latest Intuit Intelligence update has coincided with a sharp rebound in Intuit’s share price, with a 30 day share price return of 23.36% and a 90 day share price return of 18.04%. However, the year to date share price return is still...