U.S. Infrastructure Stock News

Earlier this month, the LA Kings announced a multi-year partnership making Twilio their official away helmet partner, putting Twilio’s logo on all away helmets during regular season and playoff games from the 2025–26 NHL season while integrating Twilio’s customer engagement technology to personalize fan communications. This agreement opens a new marketing and product showcase channel for Twilio, pairing coast-to-coast brand visibility with real-world use cases of its fan engagement...

In early December 2025, NetApp announced new AWS S3 Access Points support for Amazon FSx for NetApp ONTAP and deepened its F5 collaboration, while also appointing Willem Hendrickx to lead EMEA & LATAM and hosting AI-focused events with NVIDIA in San Jose, Atlanta, and Taipei. Together, these moves underline NetApp’s push to sit at the center of AI data infrastructure and quantum-resilient security across hybrid and multi-cloud environments. We’ll now examine how NetApp’s expanded F5...

On 5 Dec 2025, Oregon residents filed a federal lawsuit accusing Portland General Electric and a Tillamook subsidiary of contributing high-nitrate groundwater contamination in Morrow and Umatilla counties, seeking remediation and damages for unsafe well water and increased municipal treatment costs. The case spotlights potential long-term legal and remediation exposure for Portland General Electric, as plaintiffs allege systemic wastewater dumping has affected thousands of households’ access...

Earlier in December 2025, Polestar Automotive Holding UK PLC completed a 1-for-30 reverse stock split effective 9 December, consolidating its share count as part of a wider capital structure overhaul following a temporary trading halt. This move, aimed at maintaining Nasdaq listing compliance amid ongoing cash burn and balance sheet strain, has sharpened investor focus on Polestar’s funding needs and long-term business resilience. Now we’ll examine how the reverse stock split, tied to Nasdaq...

Cencora recently announced past investments to expand its third-party logistics network across the US and Europe, including a highly automated 500,000 square-foot Texas facility, tripled ultra-low and cryogenic storage in the US, the addition of Germany-based NextPharma Logistics, and new or enlarged cold chain sites in Italy, France, Spain, the UK and the Netherlands. By building out cryogenic and specialty storage alongside pan-European and US 3PL coverage, Cencora is tightening its role...

Earlier this year, Darden Restaurants reported its fiscal 2026 first-quarter results, with sales rising 10.4% year over year helped by same-restaurant growth and acquisitions, but earnings per share came in below analysts’ expectations. The company’s updated adjusted EPS guidance for fiscal 2026 and analysts’ moderately optimistic stance are now shaping how investors assess its ability to balance cost pressures, particularly higher beef costs, with growth initiatives. We’ll now examine how...

Liberty Latin America (LILA) has quietly outperformed over the past year, with the stock up roughly 27% as investors warm to its steady telecom cash flows across Caribbean and Latin American markets. See our latest analysis for Liberty Latin America. That climb has not been in a straight line though, with the share price down over the past week but still posting an 11.7% 3 month share price return and a solid 1 year total shareholder return, suggesting momentum is gradually building as...

Sprinklr (CXM) has quietly climbed about 3% over the past week and roughly 10% this month, even as its one year return remains negative. This invites a closer look at what investors might be recalibrating. See our latest analysis for Sprinklr. With the share price now at $8.03 and a 1 month share price return of just over 10%, investors seem to be re rating Sprinklr after a tougher stretch that left its 1 year total shareholder return still in negative territory. This hints that sentiment may...

Short term stock performance and recent moves Dell Technologies (DELL) has cooled off a bit after its strong multi year run, with the stock down around 6% over the past week and slightly lower over the past month. See our latest analysis for Dell Technologies. Zooming out, that recent pullback comes after a strong stretch, with Dell’s share price still showing a double digit year to date return and an even more notable multi year total shareholder return that reflects steadily improving...

An early morning fire at O-I Glass (OI) Crenshaw plant in Brockport has put a spotlight on the company just as it is drawing fresh interest as a potential value opportunity for patient investors. See our latest analysis for O-I Glass. Despite the disruption risk from the Crenshaw plant fire, investors have been leaning in, with a roughly 17% 1 month share price return and a 43% year to date share price gain suggesting momentum is building, even as the 3 year total shareholder return remains...

If you are wondering whether Capital One Financial is still a smart buy at these levels, you are not alone. This stock has quietly evolved from a traditional card lender into a diversified financial player that valuation focused investors cannot ignore. With the share price around $237.87, the stock is up 3.1% over the last week, 12.7% over the past month, and 33.1% year to date, building on multi year gains of 30.5% over 1 year, 178.1% over 3 years, and 184.2% over 5 years. Those moves have...

Western Union (WU) has crept higher recently, with the stock up about 2% on the day, 9% over the past week, and roughly 17% in the past 3 months. See our latest analysis for Western Union. Even with this recent upswing in the share price, Western Union’s year to date share price return is still slightly negative. The latest momentum therefore looks more like a cautious re rating than a full trend change, especially given the modest 1 year total shareholder return. If Western Union’s move has...

Stifel Financial (SF) has quietly put together a strong run, with the stock up over the past month and the past 3 months, as earnings and profitability trends keep leaning in the right direction. See our latest analysis for Stifel Financial. That move builds on a solid year, with the share price now at $129.86 and supported by a double digit year to date share price return and very strong multi year total shareholder returns. This suggests momentum is still firmly on Stifel Financial’s...

Wayfair (W) has had a choppy run lately, but the stock’s longer track record and recent swings set up an interesting question for investors: is this pullback a chance to reassess its story? See our latest analysis for Wayfair. After a huge rebound this year, with the year to date share price return topping triple digits and the 3 year total shareholder return also strongly positive, recent pullbacks from around $97 suggest momentum is cooling a little as investors reassess how sustainable the...

In recent weeks, Coastal Financial has seen director and major shareholder Steven Hovde sell several thousand shares, while Executive Vice President and Chief Risk Officer Andrew Stines resigned without any reported disagreements. At the same time, management’s message that a period of heavy spending is largely behind the company has attracted supportive attention from TD Cowen, highlighting expectations for stronger operating leverage ahead. With these developments in mind, we’ll examine...

If you are wondering whether Western Digital is still a smart buy after its huge run, or if you have missed the boat, this breakdown will walk through what the current share price really implies. The stock has been on a tear, climbing 4.4% over the last week, 11.7% over the past month, and an eye catching 185.0% year to date, with a massive 259.7% gain over the last year. Those moves have been driven by growing optimism around storage demand for AI data centers and solid state drives, along...

Recently, Block expanded its share repurchase authorization by US$5.00 billion and reaffirmed its outlook for strong Q4 2025 gross profit and adjusted operating income growth across the Square and Cash App ecosystems. The company also issued longer-term guidance, including a goal to reach the “Rule of 40” in 2026, which underlines management’s confidence in sustained growth and profitability. Next, we’ll explore how this expanded US$5.00 billion buyback program may reshape Block’s existing...

Earlier this month, American Electric Power Company, Inc. completed and announced several large junior subordinated unsecured note and debenture offerings maturing in 2056, raising roughly US$983.83 million through a mix of fixed, fixed‑to‑floating, and variable-rate securities. These long-dated, callable, junior subordinated issues suggest AEP is prioritizing flexible, equity-like funding to support its extensive grid and generation investment plans while managing balance sheet...

Wondering if Weyerhaeuser is quietly turning into a value opportunity in the beaten up real estate space, or if it is cheap for a reason? This breakdown is designed to give you a clear, no jargon answer. After a tough stretch where the stock is still down 16.4% year to date and 19.6% over the last year, a sharp 7.8% jump in the past week and 5.7% over the last month suggests investors are starting to reassess the risk reward balance. Recent moves have come as investors refocus on long term...

International Paper (IP) is back in the spotlight after deciding to close two U.S. packaging plants by January, a move that underscores its broader restructuring push amid stubbornly soft demand. See our latest analysis for International Paper. Those restructuring moves help explain why sentiment has cooled. The share price is down sharply on a year to date basis, even after a modest 1 month share price return, while the 3 year total shareholder return remains solidly positive. This suggests...

If you have been wondering whether Paychex at around $115 a share is quietly turning into a value opportunity or just a value trap, this breakdown is for you. The stock has bounced about 3% over the last week and month, but is still down roughly 17% year to date and 16% over the last year, despite delivering positive returns over the last 3 and 5 years. Recently, investors have been digesting a steady stream of updates around payroll and HR demand as US employment trends normalize and small...

STAAR Surgical (STAA) has quietly slipped over the past month, even as its revenue keeps growing and profitability improves. That gap between share performance and business trends is what makes the stock interesting now. See our latest analysis for STAAR Surgical. Over the past year, STAAR Surgical’s share price has largely moved sideways, despite a recent 1 month share price return of minus 8.32 percent and a 1 year total shareholder return of minus 2.94 percent. This suggests sentiment is...

Centene (CNC) has landed back on investors radar after value managers highlighted its scale in Medicaid, while a proposed White House push to extend Obamacare subsidies brightens the outlook for ACA marketplace enrollment. See our latest analysis for Centene. Those bullish letters and the subsidy headlines help explain why Centene’s recent 90 day share price return of 25.15 percent contrasts sharply with its 12 month total shareholder return of negative 31.25 percent. This suggests momentum...

Wondering if Seagate Technology Holdings is still a smart buy after its massive run, or if you would be catching the stock at the top? This breakdown is designed to cut through the noise and focus on what the current price really implies. The stock has surged, climbing 3.2% over the last week, 9.6% over the last month and an eye catching 233.0% year to date. This has dramatically reshaped both its growth narrative and perceived risk profile. Investors have been reacting to a wave of optimism...