U.S. Infrastructure Stock News

Adeia (ADEA) drew fresh attention after reporting second quarter and first half 2026 results, reaffirming full year revenue and net income guidance and pairing the update with a new quarterly dividend declaration. See our latest analysis for Adeia. The latest earnings release, dividend declaration and progress on the buyback program have come alongside a share price of $28.69, with a year-to-date share price return of 63.2% and a 1-year total shareholder return of 94.24%. The 3-year total...

Retirees may see a 3.2% to 3.6% Social Security cost of living adjustment for 2027, and that potential boost in monthly checks puts fresh attention on companies tied to everyday spending. If more income ends up in grocery aisles and discount chains, some stocks could sit closer to the checkout than others. This article walks through three stocks our screener flags as especially exposed to that story. The stocks in this article are just a sample, and the full screen surfaced 25 more U.S...

Keysight Technologies (KEYS) is in focus after presenting at the OCP APAC Summit 2026 in Taipei, where Abhijit Lahiri outlined the company’s role in data center and AI infrastructure testing solutions. See our latest analysis for Keysight Technologies. The recent OCP APAC appearance and product launches come against a backdrop of strong momentum for Keysight Technologies, with a 71.28% year to date share price return and a 115.13% total shareholder return over the past year, although the 1...

Gold.com (GOLD) is in focus after a recent 2.85% share price gain, as investors respond to optimism ahead of its upcoming earnings report, which is expected to show year over year growth. See our latest analysis for Gold.com. At a latest share price of US$43.81, Gold.com has seen a 30 day share price return of 12.13% and a year to date share price return of 26.00%. Its 1 year total shareholder return of 91.61% and 5 year total shareholder return of 130.51% point to strong longer term momentum...

Atlanticus Holdings Corporation recently reported second-quarter 2026 results showing net income of US$49.72 million and diluted EPS from continuing operations of US$2.50, and its Board approved a quarterly cash dividend of US$0.476563 per share for Series B Cumulative Perpetual Preferred stockholders, payable on or about September 15, 2026 to holders of record on September 1, 2026. Beyond the stronger earnings, management highlighted faster-than-planned progress on the Mercury integration...

Fox Corp. (NasdaqGS:FOXA) unit Tubi Media Group has entered a new partnership with Gracenote, part of Nielsen, to upgrade content discovery and advertising across its streaming platforms. The deal focuses on using Gracenote metadata to sharpen contextual content recommendations and viewer targeting on Tubi and FOX One. Tubi Media Group plans to roll out advanced programmatic CTV ad capabilities as part of the agreement, aimed at improving relevance for advertisers and viewers. Fox is far...

Swarmer (SWMR) stock is in focus after the company announced a partnership with Oak Grove Technologies to integrate its autonomous software into Oak Grove’s Chimera unmanned aircraft for U.S. defense missions. See our latest analysis for Swarmer. Alongside this Oak Grove partnership, Swarmer has seen strong momentum, with an 8.4% 1 day share price return and a 45.04% 90 day share price return. The year to date share price return of 38.68% points to building interest over a longer stretch. If...

Conagra Brands Canada has launched Marigold, a chef-inspired line of Indian-style frozen entrées and vegetarian cooking sauces, developed with Indian chefs and prepared in Canada, now rolling out to retailers nationwide after an initial limited release. The focus on halal-certified and vegetarian Indian dishes positions Conagra to tap into growing demand for convenient, globally inspired meals that meet diverse dietary preferences. Next, we’ll examine how Marigold’s halal-certified,...

Earlier this week, Kaiser Aluminum reported a bullish quarterly update highlighting stronger customer demand, improving market conditions and strengthening business fundamentals across its key end markets. This combination of improving demand signals and the company’s standout industry ratings has reinforced Kaiser Aluminum’s position as a leader among aluminum producers. We’ll now examine how this strengthening customer demand backdrop could influence Kaiser Aluminum’s existing investment...

H World Group stock has delivered a 27.7% return over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiple checks currently point to the shares trading at a discount to underlying fundamentals. H World Group is up 27.7% over the last year, which still leaves the valuation screens suggesting the share price has not fully caught up with fundamentals. The key support for the current valuation can come from the company’s ability to turn revenue into...

FormFactor (FORM) is back in focus after reporting Q2 results that beat expectations and issuing Q3 guidance above consensus, with a large peer’s production order also reinforcing investor interest in semiconductor testing demand. See our latest analysis for FormFactor. FormFactor’s recent Q2 beat, stronger Q3 guidance and a peer’s large production order have coincided with a 14.29% 7 day share price return and a very large 1 year total shareholder return that appears to reflect ongoing...

Radian Group (NYSE:RDN) appointed Mike Weinbach as chief executive officer, effective immediately, completing its planned leadership transition. The CEO change follows Radian Group’s acquisition of specialty insurer Inigo Limited, aligning leadership with the company’s broader multi-line specialty insurance ambitions. The move positions Radian Group to pursue a more global profile as it integrates Inigo Limited into its expanding insurance platform. For readers looking to compare Radian...

Inter & Co, Inc. reported second-quarter 2026 results showing net income of R$421.11 million versus R$315.13 million a year earlier, with both basic and diluted earnings per share from continuing operations rising year over year. An interesting highlight was Inter & Co’s record 10.1% net interest margin alongside a client base surpassing 45 million and 22 million daily log-ins, supporting higher monetization without a comparable increase in costs. We will now examine how these strong...

Becton Dickinson (BDX) stock is back in focus after the company completed enrollment in its PREVENT clinical trial, a key step for Phasix Mesh in incisional hernia prevention and a future U.S. regulatory submission. See our latest analysis for Becton Dickinson. The PREVENT trial milestone lands at a time when Becton Dickinson’s share price has gained 20.79% over the past 30 days and 26.83% over 90 days, while the 1 year total shareholder return is 21.66%. This suggests recent momentum...

In early August 2026, Immunocore Holdings plc reported past second-quarter 2026 results showing revenue of US$115.93 million versus US$97.96 million a year earlier, with net loss narrowing to US$0.81 million from US$10.30 million. For the first half of 2026, revenue rose to US$222.60 million from US$191.85 million, and the company moved from a US$5.28 million net loss to US$12.16 million in net income, highlighting a marked improvement in profitability. We’ll now examine how this shift to...

ATI earnings event and why it matters now ATI (ATI) just reported second quarter results with higher sales, earnings and margins, supported by strong aerospace and defense demand, a record US$4.4b backlog and a higher full year outlook that sharpen investor focus on the stock. See our latest analysis for ATI. ATI's share price has climbed 90.62% year to date to US$227.22, with a 30-day share price return of 19.94% and a 1-year total shareholder return above 200%, which reflects recent...

EZCORP (EZPW) drew fresh investor attention after reporting third quarter results that included record pawn loans outstanding, higher revenues and net income, and expanded operations through acquisitions and new stores in Latin America. See our latest analysis for EZCORP. Despite the strong third quarter update and active M&A pipeline, EZCORP's recent share price momentum has cooled, with the stock down roughly 10% over 30 days and 13% over 90 days. However, the year to date share price...

ExlService Holdings, Inc. has completed its acquisition of iMerit, with founder and CEO Radha Ramaswami Basu joining EXL as Executive Vice President, Head of iMerit, and a member of the executive committee. This move deepens EXL’s in-house AI and data annotation capabilities, potentially strengthening its position in data-centric services across regulated industries like insurance. We’ll now examine how bringing iMerit’s founder into EXL’s executive ranks could influence the company’s...

Kinsale Capital Group (KNSL) declared a quarterly cash dividend of $0.25 per share, payable on September 14, 2026, to shareholders of record as of August 28, 2026. This action highlights its current capital return approach. See our latest analysis for Kinsale Capital Group. Kinsale Capital Group shares trade at US$376.97 after a 30 day share price return of 11.81% and a 90 day share price return of 21.10%. The 1 year total shareholder return declined 16.72%, which suggests that recent...

Why Vor Biopharma Stock Is Back on Investors’ Radar After Q2 Results Vor Biopharma (VOR) drew fresh attention after reporting second quarter 2026 results that showed a much smaller net loss of US$62.81 million, compared with US$1,573.67 million a year earlier. The company also reported a lower basic loss per share from continuing operations at US$1.16 for the quarter, versus US$251.24 in the prior year period, which may prompt investors to reassess the stock’s risk profile. See our latest...

MSCI (MSCI) has moved to tighten its finance oversight, with Chief Financial Officer Andrew C. Wiechmann assuming interim principal accounting officer duties, and Kristine Johnson stepping in as interim Global Controller. See our latest analysis for MSCI. MSCI shares ended the latest session at US$575.24, with a 1-day share price return of 2.17% and a 7-day share price return of 1.41%, while the 30-day share price return has declined 5.92% as investors weigh leadership changes and ongoing...

KBR (KBR) has drawn fresh attention after securing a key role in ORNX Green Hydrogen’s USTDA backed Pre-FEED study for a large low carbon ammonia project in Morocco’s Laayoune region. See our latest analysis for KBR. The recent green ammonia win in Morocco and the U.S. Army TAGM contract extension arrive as KBR’s share price trades at US$38.16, with a 90 day share price return of 26.95% but a 1 year total shareholder return that has declined 22.16%. This suggests short term momentum has...

In August 2026, Studio Mayflower Co., Ltd. announced the official launch of Monster Battles, a turn-based monster PvP game on Roblox featuring character designs from Pokémon film director Tetsuo Yajima to bring Japanese animation and gaming sensibilities to the platform. The studio’s ambition to expand Monster Battles into a broader transmedia franchise spanning animation, merchandise, and other formats could deepen Roblox’s content ecosystem and open new engagement and monetization avenues...

Clearway Energy (CWEN) recently reported second quarter 2026 results with higher sales and net income than a year earlier, raised full year earnings guidance, and announced a higher quarterly dividend for investors. See our latest analysis for Clearway Energy. Over the past year Clearway Energy’s share price has moved around in the short term, with a 7 day share price return of 4.17% but a 90 day share price return that is down 5.86%. Its 1 year total shareholder return of 23.11% and 3 year...