U.S. Infrastructure Stock News

The most recent earnings report from Power Integrations, Inc. ( NASDAQ:POWI ) was disappointing for shareholders. While...

We note that the DHI Group, Inc. ( NYSE:DHX ) Independent Director, Kathleen Swann, recently sold US$77k worth of stock...

We'd be surprised if Vericel Corporation ( NASDAQ:VCEL ) shareholders haven't noticed that the Independent Director...

In recent days, UGI Corporation and its subsidiaries completed a series of fixed‑income transactions, including US$500 million of 6.875% senior notes due 2031 and a planned €300 million 5.000% senior notes issue, alongside tender offers to refinance shorter‑dated AmeriGas and UGI International debt. These coordinated bond offerings and buybacks, combined with steady quarterly earnings and an affirmed US$0.375 dividend, highlight UGI’s focus on reshaping its balance sheet and preserving...

Ashland (ASH) has declared a quarterly cash dividend of $0.42 per share, a 1.2% increase from the prior payout. This move highlights ongoing cash returns to shareholders ahead of its May investor conference. See our latest analysis for Ashland. While the dividend increase may appeal to income investors, the stock’s performance has been more mixed. The share price is down 7.85% over 90 days, but this is offset by a 12.01% one year total shareholder return, indicating that momentum has cooled...

Advanced Micro Devices (AMD) has disclosed an equity stake in Marvell Technology (NasdaqGS:MRVL). The move comes as Marvell works with companies such as NVIDIA and Google on AI infrastructure projects. Marvell has also been active in AI focused acquisitions and has drawn a series of analyst upgrades. For you as an investor, AMD’s entry on the shareholder register adds a fresh angle to the story around NasdaqGS:MRVL. Marvell is known for data center, networking, and custom chip solutions...

Earlier this month, Datavault AI Inc. completed a US$60.0 million registered direct offering of 109,090,910 common shares at US$0.55 each to fund its operations and growth initiatives. The capital raise follows Datavault AI’s all-stock acquisition of CyberCatch Holdings, supporting the integration of quantum-ready, AI-powered cybersecurity tools into its broader data and compute platform. Next, we’ll examine how this US$60 million capital raise and quantum-ready cybersecurity integration...

Kraft Heinz (KHC) has paired a large brand push, “The United Tastes of America,” with a €1 billion senior notes offering. This gives investors fresh information on both its commercial priorities and capital structure. See our latest analysis for Kraft Heinz. The recent brand campaign and European debt raise come as the stock trades at US$23.31, with a 1 month share price return of 5.43% but a 1 year total shareholder return that declined 9.79%. This points to short term momentum against a...

In early May 2026, Tyson Foods reported second-quarter sales of US$13,653 million and net income of US$260 million, while also affirming a quarterly dividend of US$0.51 per share payable on September 15, 2026. The results underscored stronger performance in Chicken and Prepared Foods against ongoing pressure in the Beef segment, highlighting how execution and product mix are increasingly shaping Tyson’s earnings profile. We’ll now examine how this mix of improved Chicken and Prepared Foods...

Fermi (FRMI) is back in the spotlight after a U.S. court denied its bid to block a shareholder meeting, followed within hours by new bylaws that raise the approval threshold for seating directors to 70%. See our latest analysis for Fermi. That court setback and the new 70% bylaw came alongside Fermi's Q1 net loss of US$189 million and leadership overhaul. Yet the stock has a 1 day share price return of 22.83% and a 7 day share price return of 43.95%, while the 90 day share price return is...

Recent share performance and business snapshot Rigetti Computing (RGTI) has drawn fresh attention after a recent daily move of about 5%, capping a gain of roughly 14% over the past month and close to 20% over the past 3 months. With a market value of about US$6.1b and annual revenue of US$10.0m, the company remains early in its commercial phase. It reported a net loss of US$225.7m from its quantum computing operations. See our latest analysis for Rigetti Computing. Rigetti’s recent 1-day...

Marathon Petroleum (MPC) is back in focus after a busy start to May, including first quarter 2026 earnings, an increased share repurchase authorization, and new commentary from Goldman Sachs on the company’s execution and capital returns. See our latest analysis for Marathon Petroleum. The steady stream of news in early May, from first quarter 2026 results and a larger buyback authorization to fresh Goldman Sachs commentary and new leadership appointments, has arrived alongside strong share...

Recent performance snapshot PTC (PTC) has been under pressure recently, with the stock down over the past year despite a value score of 6 and annual revenue of about US$3.0b from its software portfolio. See our latest analysis for PTC. At a share price of US$139.85, PTC has experienced recent pressure, with the share price down 17.78% year to date and the 1 year total shareholder return declining 18.60%. However, the 3 year total shareholder return of 4.52% indicates that longer term holders...

Fervo Energy overview triggered by recent trading move Fervo Energy (FRVO) drew investor attention after a sharp 1-day move, with the stock closing at $40.63. The company focuses on developing and operating geothermal power facilities using horizontal drilling technology. See our latest analysis for Fervo Energy. The recent 11.19% one-day share price return, on top of a 50.48% year-to-date share price return at $40.63, indicates that momentum has been building as investors reassess Fervo...

A federal judge has allowed an antitrust lawsuit against Zillow Group (NasdaqGS:ZG) and Redfin to proceed, denying their motion to dismiss. The case, brought by the Federal Trade Commission and several state attorneys general, alleges an unlawful agreement that limited competition in rental advertising. Regulators claim a partnership in which Redfin exited rental listings after a payment from Zillow reduced rental advertising options for competitors and property owners. Zillow Group enters...

Datadog (DDOG) is back in the spotlight after reporting first quarter 2026 results with sales of US$1.01b and net income of US$52.57m, alongside higher full year revenue guidance. See our latest analysis for Datadog. The stock has been on a strong run, with a 30 day share price return of 83.45% and a year to date share price return of 51.63%. The 1 year total shareholder return of 73.16% points to momentum that extends beyond this quarter’s earnings reaction. If Datadog’s move has you...

SEALSQ (NasdaqGS:LAES) has completed a pilot partnership with the Swiss Armed Forces' Space Command focused on sovereign, quantum resilient space communications. The pilot centered on applying SEALSQ's post quantum secure hardware to orbital infrastructure used in government and defense settings. The outcome supports SEALSQ's push into secure orbital AI and data center infrastructure tied to space based systems. SEALSQ comes into this news with its stock at $3.09 and a mixed recent record,...

UiPath (NYSE:PATH) has launched Global AgentHack 2026, a large-scale hackathon focused on agentic AI business orchestration. The event centers on the company’s new Coding Agents platform, designed to connect AI coding agents with enterprise-grade orchestration and governance. Developers and partners are invited to build real-world automation solutions, with the hackathon positioned as a global showcase for practical agentic AI use cases. UiPath is putting fresh attention on its agentic AI...

Viking Holdings (VIK) opened 2026 with Q1 revenue of US$1.1 billion and a reported loss of US$54.4 million, or EPS of US$0.12, setting a very different tone from recent profitable quarters. The company has seen quarterly revenue move from US$897.1 million in Q1 2025 through a peak of US$2.0 billion in Q3 2025. EPS shifted from a loss of US$0.24 in Q1 2025 to positive EPS between US$0.67 and US$1.16 over the rest of 2025, before reverting to a loss this quarter. This leaves investors to weigh...

Grocery Outlet Holding (GO) opened 2026 with Q1 revenue of US$1.2 billion and a basic EPS loss of US$1.83, as net income excluding extra items came in at a loss of US$180.3 million, alongside a 1% decline in same store sales compared with the prior year. Over the past year the company has seen quarterly revenue move from US$1.10 billion in Q4 2024 to US$1.17 billion in Q1 2025 and then to US$1.17 billion in Q1 2026. EPS shifted from US$0.02 in Q4 2024 to a loss of US$0.24 in Q1 2025 and a...

If you are wondering whether eBay's recent share price action still leaves room for value, this breakdown will help you decide how the current price lines up with different valuation signals. At a last close of US$113.24, the stock has posted returns of 6.4% over 7 days, 12.8% over 30 days, 30.1% year to date and 62.7% over the past year, with a very large 3 year return of 171.2% and a 5 year return of 107.8%. Recent coverage has focused on eBay's role in online retail and how investors are...

Vertiv Holdings Co (NYSE:VRT) announced an acquisition of Strategic Thermal Labs to expand its liquid cooling capabilities for AI and high-performance computing data centers. The company was also selected as a key partner for Hut 8’s large AI-focused data center buildout in Texas. Vertiv focuses on critical digital infrastructure for data centers and other mission-critical facilities, and liquid cooling is becoming more important as AI workloads drive higher power density. Adding Strategic...

USA Rare Earth (USAR) opened Q1 2026 with total revenue of US$5.7 million and a basic EPS loss of US$0.34, while net income excluding extra items came in at a loss of US$67.0 million. The company reported quarterly revenue of US$0 in Q1 2025 and US$5.7 million in Q1 2026, with basic EPS moving from a profit of US$0.57 in Q1 2025 to a loss of US$0.34 in the latest quarter. This highlights that top line traction is emerging, while margins remain under pressure. See our full analysis for USA...

Best Buy (BBY) is back in focus after opening consultation spaces inside two Ikea stores in Texas and Florida. The company is also preparing for CEO Corie Barry’s exit and Jason Bonfig’s transition to chief executive. See our latest analysis for Best Buy. At a share price of US$56.68, Best Buy has seen its 1 month share price return fall 8.67% and its year to date share price return decline 18.07%, while the 1 year total shareholder return is down 17.80%. This suggests momentum has been...