U.S. Infrastructure Stock News

Oracle (NYSE:ORCL) has secured US$16b in financing for a large AI data center campus in Michigan. The project involves Related Digital and Blackstone as key development and financing partners. The campus is designed to support Oracle's dedicated AI infrastructure for OpenAI and other customers in the US. Oracle is best known for its database software, cloud infrastructure and enterprise applications, and this Michigan campus fits into its push to supply compute for AI workloads. Across the...

Q1 2026 results set the stage for a margin story at Marten Transport (MRTN) Marten Transport (MRTN) has opened 2026 with Q1 revenue of US$203.5 million, basic EPS of US$0.02 and net income of US$1.4 million, while the latest trailing twelve month figures stand at US$864.0 million of revenue and basic EPS of US$0.19. Over recent quarters the company has seen revenue shift from US$223.2 million in Q1 2025 to US$203.5 million in Q1 2026, with quarterly EPS moving from US$0.05 to US$0.02...

Recent share performance and business snapshot Lucky Strike Entertainment (LUCK) has drawn attention after a recent pullback, with the share price closing at US$7.24 as investors reassess the business following its rebrand from Bowlero Corp. The company runs a portfolio of bowling centers and entertainment venues across North America, including AMF, Bowl America, Lucky Strike, Bowlero, Octane Raceway, several water parks, and Boomers Parks. It has reported revenue of US$1,240.203 million and...

Lucid Group (LCID) is back in focus after a packed April 14, when the company named Silvio Napoli as its next CEO, expanded its Uber partnership, and raised fresh equity and preferred capital. See our latest analysis for Lucid Group. Despite the fresh CEO appointment, the deeper Uber tie up and new funding, Lucid’s 30 day share price return of 41.48% and 1 year total shareholder return of 75% signal that recent momentum has been weak and longer term holders have taken heavy losses. If you are...

Why EZCORP (EZPW) Has Been Drawing Investor Attention EZCORP (EZPW) has been attracting attention after a strong share price move over the past month and past 3 months, prompting investors to reassess the pawn-focused lender’s fundamentals and recent performance. See our latest analysis for EZCORP. The recent share price momentum looks strong, with a 24.45% 1 month share price return and 50.78% 3 month share price return feeding into a 58.82% year to date share price return and a very large 5...

Alphabet plans to invest up to $40b in Anthropic, including an initial $10b and up to $30b tied to performance milestones. The agreement significantly expands Anthropic's access to Google Cloud computing capacity, with up to 5 gigawatts over five years. The deal deepens Alphabet's role as both a core infrastructure provider and key financial backer for Anthropic. Alphabet, traded as NasdaqGS:GOOGL, is entering this expanded AI partnership with Anthropic at a time when its shares trade...

Super Group (SGHC) Limited recently reported past full-year 2025 results, with sales rising to US$2.23 billion and net income reaching US$217 million, alongside higher basic and diluted earnings per share from continuing operations. At the same time, Super Group’s new role as Formula 1’s first Official Betting Operator and upbeat analyst earnings expectations highlight how product innovation and external confidence are shaping its growth story. Next, we’ll examine how Super Group’s strong...

For readers wondering whether International Flavors & Fragrances is attractively priced right now or if the recent share moves are already baking in the story, this article walks through the numbers so you can judge the value for yourself. The stock closed at US$71.14, with a recent 7-day return of a 6.2% decline, a 30-day return of 0.6%, a year-to-date return of 4.6%, and a 1-year return of a 4.4% decline that sits against a 3-year return of a 20.6% decline and a 5-year return of a 42.8%...

SkyWest (SKYW) has kicked off Q1 2026 with total revenue of US$1.0b, basic EPS of US$2.54 and net income of US$101.7 million, setting the tone for its latest set of results. The company has seen quarterly revenue move from US$948.5 million in Q1 2025 to US$1.0b in Q1 2026, while basic EPS has shifted from US$2.48 to US$2.54 over the same period, against a backdrop of trailing 12 month EPS of US$10.69 and net income of US$429.5 million. With a trailing net margin of 10.4% versus 9.9% the prior...

Wondering if Atlas Energy Solutions at around US$16.31 offers good value for your money? This article focuses on what the current share price might mean for long-term investors. The stock has shown sharp recent moves, with returns of 22.7% over 7 days, 20.3% over 30 days, 67.8% year to date and 19.1% over the past year. These figures can change how you think about both potential upside and risk. Recent coverage has centered on Atlas Energy Solutions as investors reassess US energy services...

Why the New York lawsuit decision matters for DLocal (NasdaqGS:DLO) investors The latest move in DLocal (NasdaqGS:DLO) stock comes after the New York Appellate Division unanimously upheld the dismissal of a securities class action challenging disclosures in the company’s registration statement and prospectus. The court agreed that all claims against DLocal and its executives lacked merit, rejecting allegations around supposed trends in the company’s take rate. The decision also referred to...

Why Caris Life Sciences Is On Investors’ Radar Caris Life Sciences (CAI) has attracted fresh attention after recent share price moves, with the stock up about 10% over the past month but showing a roughly 19% decline over the past 3 months. See our latest analysis for Caris Life Sciences. The recent 10.2% 30 day share price return stands against a 19.2% 90 day decline and a 25.1% year to date share price fall, indicating fading momentum despite the latest move. If Caris’s recent swings have...

A new product liability lawsuit alleges a design flaw in Newell Brands' CrockPot Express Crock Multicooker led to severe burn injuries when the lid opened while still under pressure. The case targets Newell Brands, listed as NasdaqGS:NWL, and focuses on product safety controls and consumer protection around its popular small appliance line. Newell Brands, through its CrockPot range, is a familiar name in many kitchens, so any allegation around product safety can quickly draw attention from...

Why Callaway Golf (CALY) Is Back in Focus Callaway Golf (CALY) is on investors’ radar after a recent name change from Topgolf Callaway Brands Corp. This shift has refocused attention on its core golf equipment and apparel business and how that mix supports current valuation. See our latest analysis for Callaway Golf. The share price at US$15.31 reflects a strong year to date share price return of 30.63%, while the 128.17% total shareholder return over one year contrasts with weaker three and...

In the first quarter of 2026, Boeing reported revenue of US$22,217 million versus US$19,496 million a year earlier, with its net loss narrowing to US$4 million and loss per share from continuing operations improving to US$0.11. Alongside this earnings improvement, Boeing’s record US$695.00 billion order backlog and higher commercial jet deliveries highlight substantial embedded demand across both its commercial and defense businesses. With this backdrop of stronger-than-expected Q1 results,...

AtaiBeckley reported detailed Phase 2a data for its oral R-MDMA candidate EMP-01 in adults with Social Anxiety Disorder. The trial showed strong and consistent efficacy, with meaningful improvements in clinician- and patient-reported symptoms and real world behavioral outcomes. EMP-01 was found to be safe and well tolerated, with high participant retention and no serious adverse events, and the results were achieved without adjunctive psychotherapy. For AtaiBeckley, listed on NasdaqGM:ATAI,...

Amneal Pharmaceuticals (NasdaqGS:AMRX) has agreed to acquire Kashiv BioSciences, creating a fully integrated global biosimilars platform. The transaction is expected to accelerate Amneal's biosimilar pipeline and support multiple planned biosimilar launches over the coming years. The combination brings together Kashiv's development capabilities with Amneal's commercial infrastructure and established generics franchise. Amneal Pharmaceuticals, trading at around $12.52, has seen a very large...

As you might know, FirstCash Holdings, Inc. ( NASDAQ:FCFS ) just kicked off its latest quarterly results with some very...

Quite a few Sono-Tek Corporation ( NASDAQ:SOTK ) insiders sold their shares over the past year, which may be a cause...

Investors may wish to note that the Clerk of the Board & Independent Director of Hingham Institution for Savings...

If you are wondering whether Argan's share price now reflects its true worth, the recent numbers give you plenty to think about. The stock last closed at US$652.99, with returns of 9.2% over 7 days, 49.3% over 30 days, 100.3% year to date, 333.3% over 1 year and a very large gain over 3 and 5 years. Recent coverage has focused on Argan's position within the construction and capital goods space and how the company is exposed to large infrastructure and engineering projects. This news has...

Taiwanese regulators have raised the cap on how much local funds and ETFs can allocate to single large cap stocks, including Taiwan Semiconductor Manufacturing (NYSE:TSM). The new rules allow up to a 25% allocation to one stock, more than doubling earlier limits. Local funds are already directing higher flows into TSMC shares, reflecting its size and influence in Taiwan’s equity market. For investors tracking NYSE:TSM, this policy shift comes alongside a share price of $402.46 and...

Earlier in 2026, Vistra Corp. finalized a 20-year power purchase agreement to supply nuclear-generated electricity to Meta Platforms, reinforcing its role in long-term clean power provision to large technology customers. At the same time, visibility into institutional interest was heightened by a securities filing showing Nancy Pelosi exercising 50 CALL options on Vistra stock originally purchased in January 2025, adding a political and investor-sentiment angle to the company’s story. We’ll...

Wondering whether Trump Media & Technology Group at US$9.35 reflects the real value of the business, or if the price has drifted away from fundamentals. The stock has been volatile recently, with a 7 day return of an 8.9% decline, a 30 day return of 1.7%, and a year to date return of a 32.1% decline that contributes to a 1 year return of a 64.2% decline. These moves have played out against a backdrop of ongoing attention around the company as a media and technology platform associated with...