U.S. Infrastructure Stock News

On August 24, 2025, United Therapeutics announced an amendment to its collaboration agreement with MannKind, broadening the partnership to cover an additional development product using MannKind’s Technosphere platform and triggering an upfront payment plus potential milestone and royalty revenues for MannKind. This expanded collaboration highlights external confidence in MannKind’s core inhaled drug delivery technology and secures new opportunities for diversified, platform-driven revenue...

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders would be excited to see that the share price has had a great month...

In the past week, Phillips 66 reported its strongest second quarter since 2018, achieving a 98% refining utilization rate, while a Superior Court of California ordered the company to pay US$195 million in exemplary damages related to an earlier legal case. Additionally, Phillips 66 has begun permanently shutting its Los Angeles-area refinery, a move that will significantly impact regional fuel supply and affect hundreds of workers by the end of this year. We'll examine how the California...

Erie Indemnity recently reported significant growth in direct and assumed written premiums, highlighted by an increase in average premium per policy and continued optimism in its guidance despite headwinds. Operational challenges, such as a cybersecurity incident and higher weather-related losses, tested the company's resilience but did not alter its expectation of ongoing growth. To explore what this means for Erie Indemnity’s investment narrative, we'll consider how resilient premium...

In August 2025, Flex Ltd.’s Mukachevo, Ukraine facility dedicated to consumer and lifestyle products was damaged in a missile strike, leading to the evacuation of all staff and the hospitalization of several employees and contractors. Despite representing only about 1% of Flex’s revenue, the incident underscores the company’s exposure to geopolitical events in its global operations and the activation of business continuity measures. We’ll now examine how the operational disruption and Flex’s...

On September 2, 2025, QUALCOMM’s Board of Directors elected Dr. Jeremy (Zico) Kolter, a leading expert in AI safety and cybersecurity from Carnegie Mellon University and current Chair of OpenAI’s Safety and Security Committee, to the Board and its Governance Committee. Dr. Kolter’s extensive background in artificial intelligence, cybersecurity, and industry partnerships introduces specialized expertise as QUALCOMM accelerates its investments in next-generation technology initiatives. We’ll...

On August 22, 2025, Advanced Micro Devices announced that Mr. Philip Carter resigned as Corporate Vice President and Chief Accounting Officer, with Ms. Jean Hu stepping in as interim Chief Accounting Officer while the company searches for a permanent replacement. Meanwhile, AMD continues to sharpen its focus on artificial intelligence and high-performance computing, highlighted by its collaboration with IBM on hybrid quantum-classical computing systems and ongoing traction in the data center...

In the past week, Workday reported second-quarter results with revenue of US$2.35 billion and net income of US$228 million, announced new wellness-focused partnerships with Benepass and New York Life Group Benefit Solutions, and revealed deeper integration with Zuora for financial management automation. These developments highlight Workday's momentum in expanding its client ecosystem and leveraging AI-enabled integrations to enhance administrative efficiency and customer value across HR and...

On August 20, 2025, the Detroit Lions announced a partnership with Shift4 Payments to handle ticketing transactions, food and beverage concessions, and retail merchandise sales at Ford Field, leveraging Shift4’s SkyTab Venue point-of-sale system and commerce technology. This collaboration highlights Shift4’s traction in the sports and entertainment vertical by showcasing how its integrated solutions can consolidate and simplify commerce experiences for large-scale professional venues. We’ll...

On August 29, 2025, Appian Corporation announced a share repurchase program authorizing the buyback of up to US$10 million of its shares through August 28, 2027, and revealed enhanced AI capabilities and customer success stories demonstrating operational transformation for insurers using its platform. MagMutual, a leading insurer, reported that using Appian's AI-powered platform enabled instant quote generation, unified workflows, and accelerated acquisition integration, which quickly...

Viking Holdings recently announced the delivery of its newest river ship, the Viking Gyda, built exclusively for Portugal’s Douro River and accommodating 106 guests in 53 staterooms. This addition brings Viking’s Douro River fleet to five ships and highlights its plan to expand its river and ocean cruise offerings significantly over the coming years. We will examine how the addition of Viking Gyda and reaffirmed fleet expansion targets may influence Viking Holdings' long-term investment...

In the past week, Academy Sports and Outdoors updated its full-year guidance for fiscal 2026, raising expected net sales, net income, and diluted earnings per share, while simultaneously announcing plans for further store expansions and affirming its quarterly dividend. This combination of heightened earnings expectations and ongoing growth efforts, alongside continued share buybacks and community engagement, marks a period of increased momentum for the company. We'll take a closer look at...

DexCom, Inc. presented at the Wells Fargo 20th Annual Healthcare Conference on September 3, 2025, at the Encore Boston Harbor Hotel in Boston, Massachusetts, offering updates and insights on the company's ongoing operations and innovations to healthcare investors and stakeholders. With growing anticipation ahead of the event, heightened attention may reflect expectations for new information regarding DexCom's product advancements or corporate strategy, which can often influence investor...

On September 2, 2025, Uber Technologies announced a new partnership with Best Buy, bringing on-demand and scheduled delivery of consumer electronics, appliances, and tech products from over 800 Best Buy stores to the Uber Eats platform. This collaboration marks Uber’s first major foray into the electronics retail delivery sector, broadening its delivery ecosystem beyond prepared food and groceries. We'll explore how the expanded delivery partnership with Best Buy could impact Uber's growth...

Caterpillar Inc. and Hunt Energy Company announced in August 2025 a long-term strategic collaboration to deliver highly efficient, independent energy solutions for data centers, starting with a major project in Texas and aiming to provide up to 1 GW of new capacity across North America. This alliance marks Caterpillar's move into the rapidly expanding data center energy sector, integrating high-reliability power solutions with advanced battery storage and infrastructure development...

Hewlett Packard Enterprise recently announced major enhancements to its HPE Juniper Networking portfolio, introducing advanced agentic AI and AIOps features for more proactive and autonomous network operations. A unique aspect of these innovations is the use of Marvis Minis, digital twins that simulate user experiences and enable predictive network optimization before real-time data is available. We'll explore how HPE's new AI-native troubleshooting and predictive capabilities could...

Disney Advertising recently announced a strategic collaboration with Keurig Dr Pepper to deliver personalized consumer experiences, including innovative integrations of Dr Pepper® during college football broadcasts and new documentary-style social content. This partnership will debut mixed reality features in live sports broadcasts, blending brand storytelling with fan engagement on an unprecedented scale. We'll assess how the planned use of augmented and mixed reality activations could...

LKQ Corporation announced in August 2025 that John Mendel has been appointed Chairman of the Board, succeeding Guhan Subramanian, who will remain as a Director until his retirement on January 1, 2026. This transition reflects LKQ's ongoing efforts to strengthen corporate governance by selecting a leader with extensive automotive and distribution experience. Next, we'll explore how the appointment of a new Chairman with deep industry expertise may influence LKQ's investment narrative. We've...

Nvidia (NVDA) is once again in the spotlight as its share price has seen some short-term turbulence, catching the attention of investors. There is no major event driving the current move, but shifts like this often raise a familiar question among those thinking about buying, selling, or holding the stock. Is this a sign of changing sentiment toward a company that rarely stays out of the headlines for long? Looking at the bigger picture, Nvidia's past year has been nothing short of a story in...

As September 2025 unfolds, the U.S. stock market faces renewed volatility with major indices like the S&P 500 and Nasdaq Composite starting the month on a downward trend amid ongoing tech sector challenges and tariff uncertainties. Despite these headwinds, small-cap stocks remain an area of interest for investors seeking opportunities in undervalued segments that may benefit from insider activity and broader economic shifts.

As September 2025 begins, the U.S. market is experiencing a downturn, particularly in the tech sector, with key indices like the S&P 500 and Nasdaq Composite showing declines amid uncertainties about tariffs and potential interest rate cuts by the Federal Reserve. In this environment, identifying high-growth tech stocks requires focusing on companies that demonstrate resilience through innovation and adaptability to shifting economic conditions.

In the midst of a tech sector slump and heightened market volatility due to tariff uncertainties, investors are on the lookout for opportunities that might be hidden in the current economic landscape. Identifying undervalued stocks can be particularly appealing in such times, as these investments have the potential to offer value by trading below their intrinsic worth.

As the U.S. stock market grapples with a tech sector slump and renewed tariff uncertainties, investors are increasingly seeking stability in companies with strong insider ownership. High insider ownership can align management's interests with those of shareholders, potentially driving growth even amid broader market volatility.

As the U.S. stock market faces a downturn, with technology sectors slumping and gold reaching record highs, investors are on edge about potential interest rate cuts and trade policy uncertainties. In such volatile times, penny stocks—often associated with smaller or newer companies—can still present intriguing opportunities for those seeking affordability combined with growth potential. Despite their vintage name, these stocks can offer surprising value when backed by strong financials, as we...