U.S. Infrastructure Stock News

In late January 2026, Neurocrine Biosciences began a Phase 2 randomized, double-blind, placebo-controlled trial of its investigational VMAT2 inhibitor NBI-1065890 in about 100 adults with tardive dyskinesia, measuring changes in Abnormal Involuntary Movement Scale scores over eight weeks. This move extends Neurocrine’s two decades of VMAT2 research and existing FDA-approved valbenazine franchise, aiming to explore potentially longer-acting treatment options for movement disorders. We’ll now...

IonQ has moved to become a fully vertically integrated quantum computing company through recent acquisitions. The company has completed its purchase of Skyloom Global and plans to acquire SkyWater Technology. These deals add in house chip manufacturing and secure quantum networking capabilities to IonQ's platform. IonQ, listed as NYSE:IONQ, now combines quantum hardware, chip production, and networking under one roof, aiming to create a tightly controlled technology stack. The shares most...

In late January 2026, Fair Isaac reported first-quarter fiscal 2026 results with revenue of US$511.96 million and net income of US$158.37 million, reaffirmed its full-year outlook, and announced a global partnership with Tech Mahindra to expand AI-powered decisioning for financial institutions via a new FICO Platform Centre of Excellence. Together with enhancements to its FICO Score 10T mortgage tools, continued share repurchases, and recognition in Gartner’s 2026 Critical Capabilities...

If you are looking at ManpowerGroup and wondering whether the recent share price puts it in bargain or trap territory, you are in the right place to focus on what the current valuation is really telling you. The stock recently closed at US$36.68, with a 20.7% return over the past week and 22.0% over the past month, although the 1 year return sits at a 34.5% decline and the 3 and 5 year returns are 53.6% and 52.9% declines respectively. Recent attention on ManpowerGroup has centered around...

In January 2026, AST SpaceMobile secured a prime contract position on the U.S. Missile Defense Agency’s SHIELD program and announced a late-February New Glenn launch from Cape Canaveral for its next-generation BlueBird 7 satellite, which carries a nearly 2,400-square-foot phased-array for space-based cellular broadband. Together, the SHIELD award and BlueBird 7 mission highlight how AST SpaceMobile’s commercial 4G/5G platform is being adapted for dual-use defense roles such as command,...

If you are wondering whether Devon Energy at around US$40.14 is giving you enough value for the risk you are taking, you are asking the right question. The share price moves over the last year have been mixed, with returns of 3.9% over 7 days, 6.0% over 30 days, 6.0% year to date, 22.2% over 1 year, a 24.6% decline over 3 years, and 177.4% over 5 years. Recent attention on Devon Energy has been driven more by its role in the US oil and gas sector and shifting sentiment toward energy stocks,...

If you are wondering whether Diamondback Energy is priced attractively right now, you are not alone. Many investors are asking if the current share price reflects its underlying value. The stock recently closed at US$158.64, with returns of 3.3% over 7 days, 4.1% over 30 days and year to date, and a 0.8% decline over the last year. The 3 year and 5 year returns sit at 31.2% and 184.3% respectively. Recent market interest has been shaped by company updates and sector headlines that investors...

If you are wondering whether Coupang's current share price still reflects its long term potential, this article walks through what the numbers are saying about value today. Coupang's stock most recently closed at US$20.04, with returns of 2.4% over the last 7 days, a 14.2% decline over the last 30 days, a 14.2% decline year to date, and a 15.0% decline over the last year, while the 3 year return sits at 21.4%. Recent attention around Coupang has centered on its position in the South Korean e...

Why ASML Holding (NasdaqGS:ASML) is Back on Many Watchlists ASML Holding (NasdaqGS:ASML) has been getting fresh attention after a strong run in its share price over the past month and past 3 months, prompting investors to reassess what they are paying for its earnings power. See our latest analysis for ASML Holding. The recent move to a US$1,441.39 share price sits alongside a 30 day share price return of 23.85% and a 1 year total shareholder return of 98.77%. This points to strong momentum...

Soft demand, tighter margins put Hormel Foods (HRL) profitability in focus Hormel Foods (HRL) is under pressure as declining unit sales over the past two years, weaker gross margins than peers, and falling earnings per share against roughly flat revenue raise fresh questions about its profit profile. See our latest analysis for Hormel Foods. At a share price of $24.46, Hormel Foods has had a 90 day share price return of 13.35% and a 1 month share price return of 4.57%. Its 1 year total...

Why Entegris is on investors’ radar today Entegris (ENTG) has attracted fresh attention after a strong month, with the share price recently closing at $119.48. That move, paired with its recent return profile, is prompting closer scrutiny from investors. See our latest analysis for Entegris. The recent 33.4% 1 month share price return, alongside a 38.2% 3 month share price return and 20.6% 1 year total shareholder return, points to momentum building around Entegris after a softer period...

Aptiv (APTV) has wrapped up FY 2025 with fourth quarter revenue of US$5.2 billion and basic EPS of US$0.64, against a backdrop of mixed earnings across the year. Over recent quarters, the company has seen revenue move between US$4.8 billion and US$5.2 billion per quarter, while basic EPS has swung from a loss of US$1.63 in Q3 2025 to a profit of US$1.80 in Q2 2025 and US$1.14 in Q4 2024. This sets up a story where headline growth sits alongside compressed margins and a hit from one off...

PepsiCo (NasdaqGS:PEP) has appointed Savitha Balachandran as Chief Financial Officer for India and South Asia. The leadership change follows the retirement of former regional CFO Kaushik Mitra. Balachandran previously held senior finance roles at Tata Technologies and Tata Motors. For a consumer goods group like PepsiCo, India and South Asia sit at the heart of its global snacks and beverages ambitions, with brands that reach a wide range of income levels and distribution channels. A...

Frontline (FRO) is back in focus after the company agreed to one-year time charter out deals for seven very large crude carriers at US$76,900 per day, with contracts starting between late January and April 2026. See our latest analysis for Frontline. The charter news lands after a strong run in the stock, with a 30 day share price return of 38.78% and a 1 year total shareholder return of 70.57%, while the current share price sits at US$28.56. That builds on very large 5 year total shareholder...

Comcast (NasdaqGS:CMCSA) is rolling out new bundled offers that include free mobile lines and a shift away from broad price hikes as it responds to broadband customer losses. The company is committing its largest ever broadband investment while introducing RealTime4K technology and a new Olympic viewing experience for live sports. A US$240 million patent infringement judgment has created fresh legal and financial considerations for Comcast. Comcast, a major player in broadband, pay TV and...

In late January 2026, Cantor Fitzgerald initiated coverage of Sterling Infrastructure and investors reacted to expectations of strong upcoming earnings growth and supportive sector conditions tied to electrification and infrastructure spending. Attention has also centered on Sterling Infrastructure’s acquisition of CEC, which is seen as expanding its site development and electrical capabilities while potentially improving profit margins. Next, we’ll examine how the anticipated earnings...

Why Amalgamated Financial Has Drawn Fresh Attention Amalgamated Financial (AMAL) has attracted renewed investor interest after a strong recent run in the share price, shifting focus to how its current valuation lines up with its fundamentals and longer term return record. See our latest analysis for Amalgamated Financial. The recent 25.8% 1 month share price return, alongside a 46.7% 3 month share price move, sits against a 1 year total shareholder return of 21.8% and 5 year total shareholder...

In late January 2026, Procter & Gamble reported second-quarter results showing slightly higher sales but lower earnings, while keeping its full-year sales and earnings guidance intact despite cost pressures and softer volumes. At the same time, Crest introduced its new Clean Breath toothpaste, signaling P&G’s push to address consumer concerns about longer-lasting oral freshness and confidence. Next, we’ll examine how P&G’s decision to maintain full-year guidance amid margin pressures shapes...

Vertiv Holdings Co (NYSE:VRT) has introduced Vertiv Next Predict, an AI powered managed service for data center maintenance. The service applies predictive analytics to identify and address potential equipment issues before they disrupt operations. The launch targets growing demand for more resilient infrastructure as AI workloads place heavier demands on data centers. Vertiv is positioned in the data center infrastructure space, and Vertiv Next Predict adds another AI focused service to...

In recent months, multiple Wall Street firms, including Goldman Sachs, UBS, Baird, Telsey Advisory Group, and Wells Fargo, have upgraded their views on Gap, signaling heightened analyst interest in the retailer’s prospects. This cluster of upgrades has shifted the broader analyst conversation around Gap, with more firms expressing constructive views on the company’s potential trajectory. With this wave of analyst upgrades shaping sentiment, we’ll now examine how it influences Gap’s...

If you are wondering whether QUALCOMM shares offer good value at today's price, you are not alone. A closer look at the numbers can help clarify where it stands. The stock last closed at US$152.63, with a 1.2% decline over 7 days, an 11.8% decline over 30 days, an 11.8% decline year to date, but still a 22.9% gain over 3 years and a 15.3% gain over 5 years. Recent attention on QUALCOMM has been shaped by ongoing discussions around semiconductor demand cycles and how large chipmakers are...

Navitas Semiconductor (NasdaqGM:NVTS) is reorienting its business toward higher margin data center infrastructure and industrial electrification. The company is expanding partnerships with AI leaders such as Nvidia and building relationships with major electric vehicle and PC customers. This shift moves focus away from lower margin mobile and consumer segments into areas tied to AI computing and electrification trends. Navitas Semiconductor, trading at $8.62, has seen very large 1 year...

Perella Weinberg Partners (NasdaqGS:PWP) has appointed Benjamin Port as a Partner to expand its Healthcare advisory practice. Port brings extensive experience in healthcare services advisory, adding depth to the firm's sector focused capabilities. For investors tracking NasdaqGS:PWP, the appointment comes with the shares around $22.11, after a 26.0% return over the past 30 days and year to date, and a 119.0% return over 3 years. Over 1 year, the stock shows a 10.5% decline, which contrasts...

ServiceNow (NYSE:NOW) has expanded its AI partnership with Anthropic, embedding its models more deeply into ServiceNow workflows. The company has highlighted new AI driven deployments with Panasonic Avionics and Fiserv across aviation services and financial technology. ServiceNow has overhauled its Partner Program to support partner built AI agents and solutions on its platform. ServiceNow is putting AI at the center of its platform story, even as the share price sits at about $118.0. The...