U.S. Infrastructure Stock News

Mattel stock has had a tough run over the past three years, yet its current valuation checks lean cheap, which sets up a clear tension between weak long term returns and a market price that screens as potentially modestly undervalued. Mattel has declined 32.5% over the past three years, which means today’s valuation is being judged against a share price that has already come down meaningfully. On the upside, UBS has highlighted Mattel’s broad brand portfolio as a source of brand equity that...

Moody's (MCO) is back in focus after Intapp, Inc. expanded its collaboration to plug Moody's financial risk data directly into Intapp Celeste, an agentic AI platform used across legal, private capital, and accounting firms. See our latest analysis for Moody's. Against the backdrop of this Intapp collaboration, Moody's share price is trading at US$510.86, with a 30 day share price return of 11.98% and a 90 day share price return of 12.19%, while the 3 year total shareholder return of 46.33%...

LyondellBasell Industries (LYB) is in focus after unveiling a flexible packaging solution for Mondelez's Marabou chocolate bars, using ISCC PLUS-certified CirculenRevive polymers with 100% attributed recycled content. See our latest analysis for LyondellBasell Industries. LyondellBasell Industries shares recently closed at US$59.17, with a 1 day share price return of 2.37% and a 7 day return of 5.00%. Over the past 30 and 90 days, the share price returns declined 4.27% and 10.71%...

Cooling U.S. inflation, softer energy costs and a less aggressive Federal Reserve have shifted the focus back to dependable income stocks that can still grow their payouts. With annual inflation at 3.5% and core inflation at 2.6%, dividend growth stocks look interesting as potential anchors in portfolios that seek stability alongside income potential. This article walks through 3 dividend growers from our Dividend Growth Stocks screener that appear well positioned, based on their exposure to...

The recent move in Arcutis Biotherapeutics (ARQT) comes after the FDA accepted a supplemental application for ZORYVE cream 0.05%, which could extend its use to infants with mild to moderate atopic dermatitis. See our latest analysis for Arcutis Biotherapeutics. Against this backdrop, Arcutis Biotherapeutics’ recent 1-month share price return of 8.66% and 90-day share price return of 16.14% suggest improving momentum, while the year-to-date share price return has slightly declined 1.76%. Over...

Why Amgen’s Earnings Setup Is Drawing Attention Now Amgen (AMGN) is back in focus after a recent run of earnings surprises, with the stock drawing attention as investors weigh the implications of its track record and current earnings signals. See our latest analysis for Amgen. Beyond the earnings setup, Amgen’s share price has gained 7.21% over the past month and 11.80% year to date, while its 1 year total shareholder return of 28.00% points to momentum building over a longer period. If...

Ameriprise Financial recently welcomed the Sher Jeshiva Group to its branch channel from Wells Fargo Clearing Services, adding about US$470 million in client assets and reporting that more than 90% of the group’s clients agreed to move with them. This influx of advisory talent and portable assets comes as investors await Ameriprise’s late-July earnings release, where Wall Street expects higher revenue and earnings. We’ll now examine how the Sher Jeshiva Group’s US$470 million asset...

Novavax stock has delivered a steep decline of around 96% over the past five years, yet its current valuation checks and recent 12 month gain of 17.3% leave a more nuanced picture of what investors are paying for today. The share price decline of about 96% over five years suggests long term holders have absorbed heavy losses, so any current valuation case needs to be weighed against that track record. For a vaccine focused business like Novavax, expectations around future product uptake and...

Apollo Global Management (APO) has moved into the spotlight after easyJet backed its surprise takeover offer, valuing the airline at about £5.7b and setting up a bidding contest with rival suitor Castlelake. See our latest analysis for Apollo Global Management. Beyond the EasyJet bid, Apollo Global Management has been busy on the deal front. It recently closed the acquisitions of Emerald Holding and Questex and combined them into a single B2B events and media platform. This comes at a time...

Recent analyst coverage has pushed Cheesecake Factory (CAKE) into focus for growth oriented investors, highlighting favorable growth scores and a track record of positive earnings surprises ahead of its late July 2026 earnings report. See our latest analysis for Cheesecake Factory. The recent 36.84% 3 month share price return and 62.41% year to date share price return to about $85.77 suggest momentum has been building around Cheesecake Factory as investors react to its earnings track record...

On July 9, 2026, Biohaven Ltd. announced that Chief Scientific Officer Bruce Car, Ph.D., had retired from that role on July 13, 2026 to become part-time Chief Innovation Officer, while David Pirman, Ph.D., was promoted to Executive Vice President and Head of Discovery and General Counsel Warren Volles was designated an executive officer. This reshaped leadership structure separates external innovation and collaborations from internal discovery operations, clarifying how Biohaven intends to...

Skyward Specialty Insurance Group expands share repurchase capacity Skyward Specialty Insurance Group (SKWD) has doubled its share repurchase authorization to $100 million, a move that signals management confidence and places capital returns more firmly on the radar for investors. See our latest analysis for Skyward Specialty Insurance Group. The repurchase expansion comes after a strong run in Skyward Specialty Insurance Group’s share price, with a 30 day share price return of 17.22% and a 3...

Collegium Pharmaceutical stock has delivered a 59.6% total return over the past three years, yet its current checks point to pricing that looks broadly in line with the market rather than clearly cheap or clearly expensive. The 59.6% three year return suggests investors who stayed invested in Collegium Pharmaceutical have been rewarded, which raises the bar for what the current share price needs to justify. Future expectations for Collegium Pharmaceutical's revenue growth and cash generation...

Ulta Beauty (ULTA) has drawn fresh attention after appointing board member Kelly Garcia as chief technology officer. The move is tied to its Ulta Beauty Unleashed technology ambitions and the stock’s recent strength versus a weaker broader market. See our latest analysis for Ulta Beauty. The appointment of Kelly Garcia as CTO comes as Ulta Beauty’s share price shows mixed momentum, with a 30 day share price return of 6.39% but a year to date share price decline of 22.66%. The 5 year total...

Calumet (CLMT) is back on investors’ radar after Calumet Specialty Products Partners and Calumet Finance Corp. moved to redeem all $100 million of their 9.75% Senior Notes due 2028 at a premium in mid July. See our latest analysis for Calumet. The redemption news comes as Calumet’s share price trades at $42.83, with a 1 day share price return of 4.26% and a 30 day share price return of 29.20%. This has contributed to a stronger year to date share price return of 119.08% and a 1 year total...

General Mills (GIS) is leaning into consumer snack trends with its largest Totino’s flavor expansion yet, introducing new Pizza Rolls and Ultimate Pizza varieties inspired by fan-created flavor hacks and rolling out nationwide this summer. See our latest analysis for General Mills. For investors, the Totino’s flavor push comes as General Mills’ recent 30 day share price return of 13.82% contrasts with a year to date share price decline of 16.95% and a 1 year total shareholder return decline...

Ecolab stock has delivered a 48.8% total return over the past three years, and at around US$272.83 per share the key question is whether that run now leaves it trading close to its intrinsic value or at a premium. The Discounted Cash Flow (DCF) estimate points to Ecolab being roughly fairly valued, while the broader valuation checks and market multiples lean more cautious. Ecolab's 48.8% return over three years means anyone who stayed invested has been rewarded, so fresh buyers now need to...

In July 2026, General Mills, ADM and Walmart announced a collaboration to expand regenerative agriculture across 40,000 Midwest wheat acres, offering farmers technical support and financial incentives to adopt practices such as no-till and cover crops. This three-way effort links ADM’s role as a major wheat supplier and manager of nearly 5 billion regenerative acres globally with large downstream buyers, creating a proof-of-concept for scaling sustainability across an integrated food supply...

RBC Capital recently downgraded ResMed to Sector Perform from Outperform, pointing to FY27 pressures from Astral ventilator replacements, higher input costs, and supply constraints on key components. The downgrade highlights how operational issues in a single product line can ripple through device sales, cost structure, and overall business planning for the coming years. Next, we’ll examine how expected FY27 cost pressures and supply bottlenecks may influence ResMed’s previously optimistic...

Coinbase Global (COIN) is back in focus after a series of leadership shifts, including changes at its Base platform and in senior legal roles, which coincide with heightened debate over US crypto regulation. See our latest analysis for Coinbase Global. Those leadership changes at Coinbase Global come after a period where momentum has cooled, with the share price down 23.85% over 90 days and year to date, and a 1 year total shareholder return down 62.57%, even though the 3 year total...

Ichor Holdings (ICHR) has drawn investor attention after recent share price moves, with the stock down 1.0% over the past day and 17.4% over the past week, following a period of strong multiyear total returns. See our latest analysis for Ichor Holdings. Zooming out, Ichor Holdings has seen its recent momentum fade, with the share price down 7.4% over the past month and 17.4% over the past week. However, the year to date share price return of 306.0% and 1 year total shareholder return of...

In Q1 2026, Duolingo used artificial intelligence to scale content production to over 20,500 course units and lifted daily active users 21% year on year to 56.5 million, reinforcing its AI-led approach to language learning. By linking its ambition to reach 100 million daily active users by 2028 with AI-enabled course creation, Duolingo has sharpened the tension between faster engagement growth and investor concerns about margin pressure as it heads into upcoming earnings. With Duolingo’s...

Recent commentary around eBay (EBAY) has focused on softer active buyer growth, a weaker sales outlook and rising expenses outpacing revenue, which is pressuring EBITDA margins and prompting investors to reassess the stock’s recent share price gains. See our latest analysis for eBay. At a latest share price of US$112.06, eBay’s 1 day share price return of 1.04% comes after a softer 7 day share price return of 4.39%. However, the year to date share price return of 28.72% and 1 year total...

Equinix, Inc. announced that Chief Business Officer Jon Lin left the company on July 18, 2026, with his responsibilities redistributed among existing senior leaders and plans underway to appoint a new Chief Product Officer to oversee product strategy and governance. This leadership reshuffle highlights Equinix’s emphasis on continuity and product focus as it manages executive turnover while maintaining its existing operating structure. Next, we’ll examine how this leadership transition,...