U.S. Infrastructure Stock News

In recent weeks, commentary has suggested that S&P Dow Jones Indices may remove Nike from the Dow Jones Industrial Average and potentially add consumer-focused names such as Airbnb or Tesla, while Airbnb insiders including co-founders Nathan Blecharczyk and Joseph Gebbia have disclosed planned share sales under Rule 10b5-1 trading programs. At the same time, Airbnb has highlighted ongoing expansion into AI capabilities, new services like Reserve Now, Pay Later, and continued efforts to curb...

Carnival stock is coming off a strong three year gain while valuation checks and an intrinsic value estimate both suggest the shares may still be pricing in a discount to the company’s underlying cash flows. The stock has returned about 49.6% over the past three years, which puts recent weakness into context and raises the question of how much upside is already reflected in the price. Record profitability, new ship and destination investments, and analyst optimism can support expectations...

Brown-Forman (BF.B) has been added to several Russell indexes, including the Russell 2500, Russell 1000 Dynamic Index, and related value benchmarks, a shift that can influence how many institutional investors track the stock. See our latest analysis for Brown-Forman. Brown-Forman’s recent index additions come after a mixed stretch, with the share price up 4.89% over 30 days but down 2.21% over 90 days, and the 1-year total shareholder return declining 4.31% and 5-year total shareholder return...

After a steep five year return of 366.3%, Applied Materials now sits in a tricky spot where the share price reflects a powerful AI equipment story, while its low value score suggests the stock is no longer an obvious bargain. Applied Materials has returned 366.3% over the past five years, which puts the focus squarely on whether recent gains already capture most of the good news in the AI and semiconductor equipment cycle. On one side, massive capital spending plans from key memory and logic...

DaVita’s index additions put recent stock performance in context DaVita (DVA) has been added to several Russell value benchmarks, including the Russell 1000 Value and Russell Midcap Value indexes, a shift that puts the dialysis provider squarely on many institutional radars. The stock has logged a 25% gain over the past month and 61.4% over the past 3 months, while broader investor attention has already been building around its earnings, Integrated Kidney Care initiatives and technology...

United Therapeutics (UTHR) is back in focus after the FDA granted premarket approval for its LungFX device, a centralized ex vivo lung perfusion system that supports donor lung evaluation before transplantation. See our latest analysis for United Therapeutics. Beyond LungFX, United Therapeutics has stayed active, from sponsorship of National Patch Day to recent index changes. The stock’s 1 day share price return of 1.60% and 1 year total shareholder return of 88.77% indicate momentum that...

Axon Enterprise (AXON) is back in the spotlight after disclosures that President Donald Trump bought US$1 million to US$5 million of stock shortly before ICE floated a US$220 million TASER 10 procurement request. See our latest analysis for Axon Enterprise. Axon Enterprise’s share price has swung sharply in recent weeks, with a 7 day share price return of 34.25% and a 90 day share price return of 44.63%, even as the 1 year total shareholder return is down 24.95%. Short term momentum looks...

U.S. and Chinese authorities are investigating suspected large-scale insider trading tied to Futu Holdings (NasdaqGM:FUTU) accounts. The activity reportedly occurred just before China announced a regulatory crackdown on cross-border brokerages. The U.S. Justice Department and SEC are leading the probe, alleging anonymous traders may have made significant profits using advance knowledge of the crackdown. Court orders have frozen certain accounts at Futu Holdings as part of the ongoing...

Viasat (VSAT) is back in focus after securing a multi-year prime contract with the US Space Force to develop, launch, and operate a new fleet of advanced GEO communications satellites. See our latest analysis for Viasat. The latest contract win comes after a sharp swing in sentiment around Viasat, with a 7 day share price return of 38.43% and a 90 day share price return of 54.70%. This has contributed to a 1 year total shareholder return above 400%, indicating strong recent momentum off an...

Zimmer Biomet Holdings has fallen about 40.9% over the past five years, yet on current checks the stock still screens as undervalued, which raises the question of whether sentiment has swung harder than the fundamentals justify. The share price decline of roughly 40.9% over five years signals that investors have been cautious about Zimmer Biomet Holdings despite its established position in medical devices. The planned acquisition of Pacira BioSciences' iovera device can support expectations...

With the Federal Reserve keeping rates higher for longer and cash suddenly paying more than it used to, short-duration fixed income and money market instruments are back in the spotlight. Instead of focusing only on growth stories that can be sensitive to rising borrowing costs, many investors are looking at businesses whose core activity is putting short term cash to work in treasury bills, commercial paper, or ultra short bonds. This article explores how that theme ties into the latest Fed...

Jazz Pharmaceuticals (JAZZ) is back in focus after its stock broke out of a long term trading base near an all time high, despite mixed news around cancer drug Zepzelca and expectations tied to Ziihera. See our latest analysis for Jazz Pharmaceuticals. Over the past year, Jazz Pharmaceuticals has seen strong momentum, with a 1 year total shareholder return of 122.45% and a 90 day share price return of 30.23%. Investors are weighing the Zepzelca trial setback against optimism around Ziihera...

Why the Chevron agreement matters for Texas Pacific Land Texas Pacific Land (TPL) recently signed an agreement with Chevron U.S.A. for Project Kilby, contributing surface acreage and securing exclusive rights to source brackish aquifer water for a large power facility in Reeves County, Texas. For investors, this arrangement brings together several elements in Texas Pacific Land’s business model, including land management, water sourcing and long term relationships with major industrial...

Amazon is preparing to sell its Trainium AI chips to external customers, extending their use beyond Amazon Web Services. Marvell Technology (NasdaqGS:MRVL) is the primary design and manufacturing partner behind Trainium, tying the company directly to this new offering. This move could widen Marvell's reach into third party data centers that want custom AI hardware linked to Amazon's ecosystem. For investors tracking Marvell Technology, this Trainium update connects the company to a fresh...

What McEwen’s Index Additions Mean for Investors McEwen (MUX) has just been added to the Russell 2000 Index and a wide group of related Russell benchmarks, a shift that can influence how many institutional investors pay attention to the stock. These inclusions typically trigger portfolio adjustments for index tracking funds, which can affect trading volumes and how tightly the share price moves with small cap and style focused indices. For you as a shareholder or potential buyer, the key...

Alliant Energy (LNT) was recently removed from the Russell 1000 Dynamic Index, an adjustment that can influence flows from index-tracking funds and prompt investors to reassess how the stock fits in diversified portfolios. See our latest analysis for Alliant Energy. Alongside its removal from the Russell 1000 Dynamic Index, Alliant Energy’s recent trading has been strong, with a 1-month share price return of 10.23% and an 18.97% year to date share price return. Its 1-year total shareholder...

CONMED stock sits at about US$33.83 after a very weak five year run, yet its valuation checks now point to a company that screens cheap on several measures. For investors, that contrast between long term share price weakness and a stronger valuation profile is the core question around CONMED today. CONMED shares have fallen about 74% over the past five years, which means the current price is being set after a prolonged period of weak returns. The key potential support for the valuation is...

Franklin Covey (FC) has just posted its Q3 2026 numbers, with revenue of $67.8 million and basic EPS of $0.27, setting the tone for how investors assess its recent profitability. The company has seen revenue move from $67.1 million in Q3 2025 to $67.8 million in Q3 2026, while basic EPS shifted from a loss of $0.11 to a profit of $0.27 over the same period. This frames a clear earnings swing alongside a relatively stable top line. For investors, the latest quarter highlights how margins are...

Nelnet (NNI) is drawing fresh attention after Nelnet Bank expanded its graduate student loan offerings ahead of the planned phaseout of federal Grad PLUS loans for new borrowers starting July 1, 2026. See our latest analysis for Nelnet. Recent headlines around graduate lending come as Nelnet’s 1 month share price return of 4.7% and year to date share price return of 4.9% sit alongside a 1 year total shareholder return of 11.6% and a 5 year total shareholder return just under 2x. Together,...

In late June 2026, ResMed Inc. (NYSE:RMD) was removed from several Russell growth indices, including the Russell 1000 Growth and Russell Midcap Growth benchmarks, following index reconstitutions. At the same time, analysts have become more optimistic on ResMed’s earnings outlook, with upgraded rankings and higher profit estimates highlighting a sharper divide between index mechanics and fundamental views. We’ll now examine how this combination of index removal and improving analyst...

Public Service Enterprise Group is preparing its grid and customers for an upcoming extreme heatwave expected to bring sustained high temperatures. The company is focusing on infrastructure readiness, safety guidance and outreach to vulnerable customers ahead of the heat event. These efforts highlight Public Service Enterprise Group's approach to resiliency and community support during climate related stress on the power system. Public Service Enterprise Group, traded as NYSE:PEG, is...

In late June 2026, Howmet Aerospace Inc. (NYSE:HWM) was added to several Russell large-cap and growth-focused indexes while being removed from mid-cap benchmarks, reflecting its shift into the large-cap universe. This index reshuffling may increase Howmet’s visibility with institutional investors and passive funds, potentially amplifying the impact of its recent operating performance and guidance upgrade. With Howmet’s raised full-year guidance now coinciding with its move into major...

Himax Technologies (HIMX) is drawing fresh attention after launching its HE Series indirect Time-of-Flight depth decoder ICs, a new 3D sensing platform that has already been adopted by partners such as OFILM for robotics applications. See our latest analysis for Himax Technologies. Despite the recent HE Series launch and expectations of a future gain from the planned sale of a startup stake, Himax Technologies has seen its share price fall 45.12% over the past month, even after a 65.95% 90...

Scorpio Tankers Inc. recently redeemed its outstanding US$200,000,000 7.5% Senior Unsecured Notes due 2030 at a make-whole price above par and secured a committed US$90,000,000 credit facility to help finance four scrubber-fitted MR product tankers delivering through 2027. This refinancing and fleet investment move reshapes the balance between unsecured debt and vessel-backed bank financing, while signalling ongoing renewal of Scorpio Tankers’ modern product tanker fleet. We’ll now examine...