U.S. Infrastructure Stock News

Applied Materials (NasdaqGS:AMAT) added SCREEN Semiconductor Solutions to its EPIC Center as an innovation partner. The collaboration focuses on next generation chip manufacturing process solutions that combine materials engineering with advanced cleaning, etch, and surface preparation. This alliance follows recent ecosystem additions at the EPIC Center and targets technologies supporting AI and next generation devices. For you as an investor, this move remains within Applied Materials'...

Wondering if Apollo Global Management at US$128.71 is priced for opportunity or already reflects most of its potential? This article breaks down what the current valuation really implies for you as a shareholder or prospective investor. The stock has been relatively steady over the last week with a 0.2% return, while the past month shows a 5.3% gain and the year to date return has declined 12.2%. This is set against a 0.1% return over 1 year, 93.6% over 3 years and 148.1% over 5...

ON Semiconductor (NasdaqGS:ON) reported Q1 results with revenue and earnings above prior expectations. The company highlighted AI data center revenue growth of more than 30% compared with the prior quarter. Management issued Q2 revenue guidance that came in above previous estimates. ON Semiconductor enters this new phase of its story with a share price of $120.62 and very strong recent returns, up 3.8% over the past week, 19.7% over the past month, 112.7% year to date, and 187.1% over the...

In May 2026, Red Cat Holdings’ maritime division began ramping into full-rate production of its Variant 7 uncrewed surface vessel, while its Black Widow drone systems secured a Japan Ground Self-Defense Force order and advanced AI threat-detection integration for upcoming U.S. Army exercises. Together, these developments highlight Red Cat’s widening footprint across air and maritime defense robotics, with increasing alignment to U.S. and allied procurement priorities and local industrial...

Recent performance snapshot CoStar Group (CSGP) has drawn investor attention after a sharp pullback, with the stock down about 6% over the past month and roughly 28% over the past 3 months from its recent levels. See our latest analysis for CoStar Group. At a share price of $32.20, the stock has seen momentum fade recently, with the 7 day share price return down 5.15% and the year to date share price return down 50.98%, while the 1 year total shareholder return is down 56.23%. If CoStar...

Autodesk (ADSK) has reported Q1 2027 results with revenue of US$1,934 million and basic EPS of US$2.33, alongside trailing twelve month EPS of US$6.89 on revenue of US$7.5 billion, while earnings over the last year grew 44.6%. Over recent quarters the company has seen revenue move from US$1,633 million and EPS of US$0.71 in Q1 2026 to US$1,934 million and EPS of US$2.33 in Q1 2027, with trailing twelve month revenue rising from US$6.3 billion and EPS of US$4.71 a year earlier. With a net...

NextEra Energy (NYSE:NEE) has agreed to acquire Dominion Energy in an all stock deal, creating what the companies describe as the largest electric utility globally. The transaction is expected to expand NextEra Energy's reach across key U.S. power markets and combine extensive regulated utility and renewables operations. Company statements indicate the deal is expected to be immediately accretive to earnings and to improve the combined company's financial position. NextEra Energy enters...

Recent share performance and business snapshot Monarch Cement (MCEM) has drawn fresh attention after its stock moved to a last close of US$296, with returns of 4.0% over the past day and 2.9% over the past week. Over the past month the stock shows an 18.4% return. The past 3 months reflect a 13.0% gain and the past year sits at 27.5%, alongside a market value of about US$1.1b. See our latest analysis for Monarch Cement. The recent 18.4% 1 month share price return at a last close of US$296...

Wondering if Ares Management at around US$128.50 is a bargain or stretched? This article breaks down what the current price might be implying about the stock's value. The stock has risen 3.3% over the past week and 15.9% over the past month. It is still down 22.7% year to date and 19.8% over the last year, following a 57.2% gain over three years and 165.0% over five years. Recent coverage has focused on how Ares Management is positioned within the broader capital markets sector and how...

Dividend moves put Equitable Holdings (EQH) income profile in focus Equitable Holdings (EQH) has drawn fresh attention after its board declared quarterly dividends on two preferred stock series and set a higher quarterly payout on its common shares. See our latest analysis for Equitable Holdings. The recent dividend increase comes as Equitable Holdings trades at $41.35, with the share price up 2.81% over 90 days but down 13.80% year to date and a 1-year total shareholder return that has...

On May 20, 2026, Wells Fargo updated its view on Amcor plc after hosting investor meetings with the company’s top leadership, focusing on synergy capture, balance sheet deleveraging, and how its global scale is helping manage operational risks, including those linked to the Middle East. This came shortly after Amcor reported fiscal Q3 adjusted EPS above expectations, with CEO Peter Konieczny emphasizing integration progress, synergy delivery, and portfolio optimization efforts that are...

Chevron (NYSE:CVX) has applied to acquire a 70% stake in Greece's offshore Block 10. The company is also seeking to become the operator of the block, expanding its role in the Eastern Mediterranean. This move would increase Chevron's presence in a region seen as an emerging energy hub for Europe. Chevron is a global energy company with operations that span oil, gas and lower carbon projects. The Eastern Mediterranean has become a focus area as countries look for diversified energy supply...

Voyager Technologies (NYSE:VOYG) has been awarded a DARPA Burn n’ Go Phase 2 contract. The program focuses on advanced solid rocket motor technologies with post-manufacturing thrust control. The award expands Voyager's role in next generation propulsion systems for defense applications. Voyager Technologies (NYSE:VOYG) comes into this contract with a current share price of $49.53 after returns of 11.0% over the past week, 93.4% over the past month and 78.3% year to date. The Phase 2 DARPA...

Recent performance snapshot and business mix American Superconductor (AMSC) has drawn fresh attention after a strong past 3 months in the stock, prompting investors to reassess how the company’s grid and wind businesses align with its current valuation. The stock has risen 6.8% over the past month and is up about 56% over the past 3 months, with a year-to-date gain of roughly 61%. Over the past year, the total return is about 80%, while the 3 year total return is roughly 7x and the 5 year...

Hyperliquid Strategies CEO has highlighted growing momentum in pre-IPO trading for HYPE. The comments draw attention to investor interest around HYPE ahead of a potential listing. The update comes as Hyperliquid Strategies (NasdaqCM:PURR) trades at a share price of $9.99. For investors watching Hyperliquid Strategies, the CEO's focus on pre-IPO trading activity for HYPE adds a fresh angle to the story around NasdaqCM:PURR. The stock sits at $9.99, with returns of 30.2% over the past week,...

Massachusetts filed a new lawsuit accusing UnitedHealth Group of inflating illness severity in its Medicaid business, alleging fraud against the state program. UnitedHealthcare is rolling out broad cuts to prior authorization requirements for patients under 18, removing roughly two thirds of approvals in this group. The company confirmed former CEO Stephen Hemsley has returned and is backing a US$1.5b investment in artificial intelligence capabilities. For investors watching NYSE:UNH, these...

In May 2026, Plug Power Inc. reported that the 30 MW Barrow Green Hydrogen project in Barrow-in-Furness, UK, where it is supplying six 5 MW GenEco PEM electrolyzers, had reached final investment decision to produce green hydrogen using renewable power. The project is set to supply around 100 GWh of green hydrogen annually to Kimberly-Clark’s Barrow manufacturing plant, enabling up to a 50% cut in natural gas use and a reduction of 18,300 tonnes of CO2 emissions, supported by a long-term...

CG Oncology (NasdaqGS:CGON) announced that President & Chief Operating Officer Ambaw Bellete will separate from the company. CEO Arthur Kuan will take on the additional role of President, consolidating top leadership responsibilities. The company has begun a search for a Chief Commercial Officer, signaling changes to its commercial leadership structure. For investors tracking CG Oncology, the leadership update comes with the stock trading at $62.29 and a year-to-date return of 49.1%. Over...

In Q1 2026, Option Care Health reported revenues below analyst expectations and cut its full-year revenue guidance, with CEO John C. Rademacher acknowledging disappointment in the company’s revenue growth momentum. This combination of weaker-than-expected performance and reduced outlook raises questions about how effectively the business can translate its home and alternate site infusion opportunities into consistent growth. Now we’ll examine how the lowered full-year revenue guidance may...

Why THOR Industries Stock Is on Investors’ Radar Today THOR Industries (THO) has been drawing interest after recent performance data showed the stock down 25% year to date, roughly flat over the past year, and slightly positive over the past 3 months. See our latest analysis for THOR Industries. At a share price of US$79.08, THOR’s 1 day share price return declined 1.5%, while the 90 day share price return is down 17.7% and the 5 year total shareholder return is down 25.4%. This points to...

Asana (ASAN) sets the tone with Q1 2027 numbers Asana (ASAN) has opened Q1 2027 with revenue of US$205.1 million and a net loss of US$14.4 million, which translates to a basic EPS loss of US$0.06. This puts fresh numbers on the table for investors tracking its path toward improved profitability. Over the past year, the company has reported quarterly revenue of US$187.3 million in Q1 2026 and US$205.1 million in Q1 2027, while quarterly basic EPS has moved from a loss of US$0.17 to a loss of...

UPS (NYSE:UPS) is committing US$50 million to expand its North American air freight services. The company is adding new one, two, and three day heavy air freight options to and from Mexico. The expansion targets cross border flows for automotive and industrial manufacturers and includes a team of more than 300 specialists and wider network coverage. For investors watching logistics and transportation, this move highlights how UPS is positioning its air freight offering around Mexico, a key...

CBL & Associates Properties (CBL) has drawn investor attention after recent trading. The stock last closed at US$48.09 and showed varied returns over the past week, month and past 3 months. See our latest analysis for CBL & Associates Properties. Looking beyond the latest session, CBL & Associates Properties has recorded a 27.29% 3 month share price return and a 30.22% year to date share price return. The 1 year total shareholder return of 102.58% and 3 year total shareholder return of...

Activist investors have disclosed an involvement in BioLife Solutions, as indicated by a recent SEC filing. The filing suggests these investors are engaging directly with the company on matters such as strategy, governance, or capital allocation. This development places fresh attention on BioLife Solutions, listed on NasdaqCM under the ticker BLFS, and its future direction. BioLife Solutions, trading at $24.92, has seen its share price move in different directions over recent periods, with...