U.S. Infrastructure Stock News

American Outdoor Brands (AOUT) has just wrapped up FY 2026 with fourth quarter revenue of US$47.1 million and a basic EPS loss of US$0.03, while trailing twelve month revenue came in at US$190.5 million alongside a basic EPS loss of US$0.73. Over recent quarters the company has seen revenue range from US$29.7 million to US$57.2 million, with basic EPS swinging between a loss of US$0.54 and a profit of US$0.16. This gives investors a clear view of how earnings pressure and occasional...

ExlService Holdings (NasdaqGS:EXLS) has agreed to acquire iMerit, a provider of AI model training, reinforcement learning tools, and expert talent. The deal is aimed at broadening EXL's enterprise AI services and integrating iMerit's capabilities into its existing data and analytics platforms. This transaction marks a shift in EXL's business mix toward higher value AI technology offerings for large corporate clients. ExlService Holdings enters this deal with iMerit while its share price...

SoundHound AI’s award puts fresh focus on its stock SoundHound AI (SOUN) has just been named "Overall Agentic AI Company of the Year" at the 2026 AI Breakthrough Awards, spotlighting its OASYS self learning platform and putting fresh attention on the stock. See our latest analysis for SoundHound AI. The award arrives after a mixed period for SoundHound AI’s stock, with the share price rising 8.64% over the past 90 days but falling 39.53% year to date, and a three year total shareholder return...

DexCom is rolling out a redesigned Stelo app in July that aims to provide more accessible and actionable glucose insights to users. The company is preparing to launch Stelo in the UK, Australia, New Zealand, and South Korea, marking a push into new international markets. These moves follow recent FDA clearance for over the counter pediatric use of Stelo in the U.S. DexCom, trading on NasdaqGS:DXCM, is making these product and geographic moves as its stock trades around $70.14. The share...

NetApp launched StorageGRID 12.1, a new release designed for AI scale workloads and modern data use cases. The company expanded its global alliance with CGI to offer subscription based, AI ready data infrastructure across hybrid cloud environments. These moves aim to support enterprises operating across globally distributed settings with higher performance and security for AI and data intensive applications. NetApp (NasdaqGS:NTAP) is drawing fresh attention as it pushes deeper into AI...

The AI buildout is pulling in trillions of dollars of planned spending on data centers and chips, while profit margins across big tech are under pressure from rising costs, price wars, and growing open source competition. If those huge bets do not pay off, the shock could reach pension funds, banks, and everyday portfolios. Against that backdrop, some investors are looking at defensive dividend stocks that may offer steadier cash flows and less direct exposure to the AI arms race. Below, this...

If you are wondering whether Yum! Brands stock is offering fair value or hiding a margin of safety, the starting point is to line up its recent share performance with what investors are currently paying for it. The stock last closed at US$156.41, with returns of 2.9% over the past week, 2.9% over the past month, 3.9% year to date, 7.4% over 1 year, 19.6% over 3 years and 46.9% over 5 years. This helps frame how the market has been pricing Yum! Brands over different holding periods. Recent...

Earlier in June 2026, CMA CGM S.A. and Capital Clean Energy Carriers Corp. formed a 50/50 joint venture to build, charter, and operate a 20,000 cbm dual-fuel LNG bunkering vessel, ordered from Nantong CIMC Sinopacific Offshore & Engineering for US$82.8 million with delivery targeted for the third quarter of 2028. This move marks Capital Clean Energy Carriers’ entry into the LNG bunkering market, backed by an expected 12-year time charter with a CMA CGM–TotalEnergies venture that could...

If you are wondering whether Tyler Technologies is attractively priced or still has room to fall, the recent share performance gives a clear starting point for assessing value. The stock last closed at US$294.40, with a gain of 5.6% over the past week, but it remains down 2.7% over the past month, 32.5% year to date and 49.3% over the past year. These moves have come alongside ongoing interest in how Tyler Technologies is positioned in the software sector and how investors are reassessing...

Earlier this week, Zeta Global Holdings announced a multi‑year partnership with Palantir Technologies to rebuild its Data Cloud on Palantir Foundry, while also extending its Athena AI marketing agent to advertising and media agencies across the U.S. This move effectively positions Athena as an “operating system” for AI‑driven, agentic marketing, marrying Zeta’s identity data with Palantir’s enterprise‑grade data infrastructure and governance. Next, we’ll examine how integrating Zeta’s Data...

Biogen (NasdaqGS:BIIB) is shifting its focus from older multiple sclerosis and Spinraza products to newer drugs in Alzheimer's, Friedreich’s ataxia, ALS, and depression. The company is leaning on recently launched therapies such as Leqembi, Skyclarys, Qalsody, and Zurzuvae to help offset pressure on its legacy franchises. This transition comes as competition from generics and biosimilars weighs on Biogen’s established revenue base. Biogen sits at the center of several high-profile treatment...

Kratos Defense & Security Solutions (KTOS) is back in focus after announcing a cross country autonomous truck platooning run in support of the NASCAR Anduril 250, highlighting how its defense autonomy technology is being applied to commercial freight. See our latest analysis for Kratos Defense & Security Solutions. That cross country autonomous freight run comes at a time when Kratos Defense & Security Solutions’ share price has been under pressure, with the stock down sharply over the past...

AECOM (ACM) stock is under pressure after multiple law firms launched investigations into potential securities law violations, following the company’s disclosure of significantly reduced operating cash flow and negative free cash flow in its fiscal 2026 second quarter. See our latest analysis for AECOM. Against the backdrop of these legal investigations, AECOM’s recent share price performance has been weak, with the 90 day share price return down 16.9% and the year to date share price return...

Republic Bancorp (RBCA.A) is back on investors’ radar after its latest earnings report showed revenue declining and missing expectations, while net interest income exceeded forecasts. This highlighted a resilient core banking engine despite sector pressures. See our latest analysis for Republic Bancorp. Since the earnings release, Republic Bancorp’s share price has gained momentum, with a 7 day share price return of 5.45% and a 90 day share price return of 29.14%, while the 3 year total...

Sunrun (RUN) has drawn fresh attention after announcing an agreement with Tesla Energy Operations and Renew Home to aggregate more than 16 gigawatts of flexible residential capacity for utilities and hyperscale data centers across the U.S. See our latest analysis for Sunrun. Sunrun’s agreement arrives after a sharp rebound in sentiment, with the stock’s 1 year total shareholder return of 81.56% contrasting with a year to date share price decline of 30.61%. This suggests that momentum has...

Independence Realty Trust (IRT) is back in focus after recent trading saw the stock close at US$16.91. Short term performance has been mixed, with a modest daily move alongside stronger gains over the past 3 months. See our latest analysis for Independence Realty Trust. Looking beyond the latest close at US$16.91, Independence Realty Trust’s 90 day share price return of 14.57% sits against a year to date share price decline of 3.92% and a 1 year total shareholder return of 0.40%, which...

Innovative Industrial Properties, Inc. recently declared its second-quarter 2026 common dividend of US$1.90 per share, implying an annualized US$7.60 payout, alongside a US$0.5625 quarterly dividend on its 9.00% Series A Cumulative Redeemable Preferred Stock, both payable on July 15, 2026 to shareholders of record on June 30, 2026. These dividend declarations, adding to the US$1.20 billions already paid since 2016, highlight the REIT’s continued emphasis on returning cash to both common and...

Barclays’ upgrade of Keurig Dr Pepper (KDP) has put fresh attention on the stock, with the brokerage pointing to improved leverage, clearer financing plans around the planned split, and reduced transaction uncertainty. See our latest analysis for Keurig Dr Pepper. The Barclays upgrade has arrived during a period of strong momentum for Keurig Dr Pepper, with a 90 day share price return of 27.34% and a year to date share price return of 20.45%. At the same time, the 1 year total shareholder...

Corning (GLW) is back in focus after announcing a multiyear fiber optics supply agreement with Amazon, tying the company more closely to U.S. data center expansion, AI infrastructure, and cloud spending. See our latest analysis for Corning. Corning’s share price has been volatile, with a 1-day share price decline of 3.05% following a sharp AI driven rally. Momentum is still strong given the 90-day share price return of 61.57% and a very large 5-year total shareholder return. If you are...

In recent days, analyst concerns about slowing North American snacks demand and rising input costs have led to trimmed earnings estimates for PepsiCo ahead of its July 9 second-quarter report. These revisions highlight how pressure on PepsiCo’s core U.S. food segment is increasingly central to how investors assess the balance between its mature domestic business and stronger international operations. We’ll now examine how analyst estimate cuts tied to North American snacks softness may...

On 17 June 2026, Magnite Inc. announced a partnership with Viasat Aviation to enable programmatic advertising across Viasat’s in-flight Wi-Fi and entertainment network, spanning more than 60 airlines and over 4,000 aircraft worldwide. The deal turns in-flight connectivity into premium, addressable ad inventory, allowing brands to target travelers by route, destination, and events in a highly engaged, previously offline setting. Next, we’ll assess how unlocking targeted, programmatic ad...

Badger Meter (BMI) is under scrutiny after multiple law firms launched securities class actions and investigations alleging the company misrepresented demand trends by pulling forward customer orders to support reported financial results. See our latest analysis for Badger Meter. At a share price of $140.88, Badger Meter has seen a 12.23% 1 month share price return, but its year to date share price return is down 20.13% and the 1 year total shareholder return is down 42.14%. This shows that...

Ingevity (NGVT) has drawn fresh attention after recent share price moves, prompting investors to reassess how its current valuation lines up with fundamentals such as segment mix, recent returns and profitability trends. See our latest analysis for Ingevity. The latest move takes Ingevity's share price to $77.12, with a 1-month share price return of 11.88% and a year-to-date share price return of 28.34%. The 1-year total shareholder return of 77.86% contrasts with a 5-year total shareholder...

Strive (ASST) has drawn fresh attention after recent trading left the stock well below its past year level, with both short term moves and longer term declines prompting investors to reassess risk and potential reward. See our latest analysis for Strive. At the latest share price of $11.34, Strive’s 7 day share price return is down 23.64% and the 30 day share price return is down 36.36%, while the 1 year total shareholder return has declined 85.50%. This suggests recent momentum has been...