U.S. Infrastructure Stock News

Bank of New York Mellon Corporation (BNY) opened Q2 2026 with revenue of US$5.7 billion and basic EPS of US$2.47, alongside trailing twelve month revenue of US$21.4 billion and basic EPS of US$8.66 that sit on top of a 26% earnings growth rate over the past year. The company has seen revenue move from US$18.8 billion and EPS of US$6.18 on a trailing basis in Q1 2025 to US$21.4 billion and EPS of US$8.66 by Q2 2026, while net income climbed from US$4.53 billion to US$6.02 billion over the same...

First Merchants (FRME) recently declared a quarterly cash dividend on its 7.50% Non-Cumulative Perpetual Preferred Stock Series A, a move that clarifies income timing for preferred holders as the next earnings report approaches. See our latest analysis for First Merchants. First Merchants' common stock has been in an upswing, with a 1-day share price return of 3.38%, a 30-day share price return of 9.65% and a year to date share price return of 20.61%. The 5 year total shareholder return of...

Recent coverage of nVent Electric (NVT) has centered on its role in electrical infrastructure for data centers and other mission critical applications. This has prompted investors to reassess how the stock reflects that business mix. See our latest analysis for nVent Electric. At a share price of $153.65, nVent Electric has given investors a mixed near term picture, with the share price down 3.64% over one day and 8.18% over 30 days. At the same time, a 43.84% year to date share price return,...

Conagra Brands (CAG) has capped FY 2026 with fourth quarter revenue of US$2,882.1 million and basic EPS of a US$3.37 loss, as trailing twelve month figures show revenue of US$11.3 billion and basic EPS of a US$4.00 loss. Over recent periods the company has seen quarterly revenue move between US$2,632.6 million and US$2,979.1 million, while basic EPS has shifted from profits of US$0.54 in FY 2025 Q4 to losses in FY 2026 Q2 and Q4. For investors, the latest results put the focus on how Conagra...

Earlier this week, W.W. Grainger was downgraded to Equal-Weight from Overweight by Stephens analyst Tommy Moll, even as management recently raised guidance on the back of resilient demand and strong operational execution. The downgrade was driven not by weakening fundamentals but by the view that Grainger’s premium valuation already reflects its earnings growth and upgraded outlook. We’ll now examine how this valuation-driven downgrade, set against upgraded guidance and expected earnings...

Aehr Test Systems (AEHR) has wrapped up FY 2026 with fourth quarter revenue of US$18.8 million and EPS of US$0.04, compared with revenue of US$14.1 million and EPS of US$0.10 loss in the prior year’s fourth quarter, while the latest trailing twelve months show revenue of US$50.0 million and an EPS loss of US$0.23. Over the past six reported quarters, the company has seen quarterly revenue range between US$9.9 million and US$18.8 million, with EPS moving between a loss of US$0.11 and a profit...

GoDaddy (GDDY) is under closer scrutiny after its latest earnings disclosure linked a promotional dotcom pricing campaign to lower upfront bookings and near term revenue, prompting a securities investigation and sharp investor reaction. See our latest analysis for GoDaddy. Against this backdrop, GoDaddy’s 1 day share price return of 5.41% and 30 day share price return of 22.08% suggest short term momentum is rebuilding, even as the year to date share price return is down 18.82% and the 1 year...

Costco Wholesale has delivered a strong 139.0% total return over the past 5 years, yet current valuation checks lean expensive for a stock that some investors already see as high priced after the recent pullback. A 139.0% return over 5 years highlights how strongly Costco Wholesale has rewarded long term shareholders and raises the bar for what future returns need to justify today’s price. Recent sales momentum, including solid June trading and ongoing membership strength, can support...

CarMax (KMX) has come into focus after reporting quarterly results that topped expectations, supported by 6.2% revenue growth and stronger used car demand, along with a new CEO-led turnaround plan. See our latest analysis for CarMax. CarMax’s recent earnings surprise and CEO turnaround plan arrived after a sharp recovery in the stock, with a 90 day share price return of 43.03% and a year to date share price return of 48.82%. This contrasts with a 1 year total shareholder return that declined...

Political uncertainty around President Trump’s election-focused address, the proposed SAVE America Act, and Iran war concerns is putting fresh attention on U.S. defense and security stocks. When policy priorities, funding paths, and public sentiment all feel up in the air, investors often reassess which companies might be positioned to benefit or face added risk. This article looks at three U.S. Defense and Security Stocks from our screener that appear more positively exposed to the current...

Sharplink (NasdaqCM:SBET) is in focus after buying 10,000 Ether, executing an open market repurchase of more than 2.13 million shares, and raising US$75 million in a registered direct offering. See our latest analysis for Sharplink. The recent Ether purchase, buyback and capital raise come against a mixed price backdrop, with Sharplink’s share price currently at US$5.74, a 7 day share price return of 7.89% but a 1 year total shareholder return that has declined 84.23%. This suggests recent...

After a strong three year run where East West Bancorp stock has delivered a 143.8% return, the central question is whether the current US$136.14 share price still leaves enough upside given that the Excess Returns intrinsic value estimate points to meaningful undervaluation while market based multiples suggest the stock is closer to fairly priced. A 143.8% return over the past three years sets a high bar, so any new position or add on now rests heavily on whether those past gains already...

Veracyte’s share price has climbed sharply over the past year, yet the valuation checks are pulling in different directions. An intrinsic value estimate based on a Discounted Cash Flow (DCF) suggests the stock trades below that estimate, while market multiples lean expensive and the broader score is weak. Veracyte has returned 144.5% over the past year, which puts extra focus on whether recent gains already reflect the company’s prospects. Rising earnings estimates and growth plans in areas...

Morgan Stanley (MS) opened Q2 2026 with total revenue of US$21.3 billion and basic EPS of US$3.50, setting a clear bar for how the business is currently performing. The company has seen quarterly revenue move from US$16.6 billion in Q2 2025 to US$21.3 billion in Q2 2026, while basic EPS over the same quarters shifted from US$2.15 to US$3.50, giving investors a clearer view of how earnings are tracking alongside the top line. With net profit margin over the last 12 months at 25.1%, the latest...

M&T Bank (MTB) opened Q2 2026 with total revenue of US$2.4 billion and basic EPS of US$5.57, with trailing twelve month revenue at US$9.5 billion and EPS at US$19.61 framing the latest print within a larger earnings run rate. Over the past year, the company reported total revenue of US$2.3 billion in Q2 2025 and US$2.4 billion in Q2 2026, while quarterly basic EPS moved from US$4.26 to US$5.57, setting up a results season where investors are likely to focus on how margins and efficiency...

Immunome, Inc. previously announced that the FDA accepted its New Drug Application for varegacestat, an oral once-daily gamma secretase inhibitor for adults with desmoid tumors, assigning an April 28, 2027 PDUFA target action date based on the Phase 3 RINGSIDE trial. The NDA rests on RINGSIDE data showing a statistically significant and clinically meaningful improvement in progression-free survival versus placebo, with a very large reduction in the risk of disease progression or...

Samsara (IOT) is back in focus after releasing its 2026 State of Connected Operations Asset Theft & Loss Report and rolling out new AI cameras, tracking labels, and its Agent Studio automation platform. See our latest analysis for Samsara. The recent asset theft report and AI product launches come as Samsara’s share price trades at $37.46, with a 30-day share price return of 14.73% and a 90-day share price return of 22.34%, while the 1-year total shareholder return is slightly lower and the...

Bitmine Immersion Technologies (BMNR) opened Q3 2026 with total revenue of US$46.5 million, a reported loss of US$83.6 million on net income, and basic EPS of a US$0.15 loss, setting a clear focus on how quickly the top line is scaling against still heavy losses. The company has seen revenue move from US$1.5 million in Q2 2025 to US$2.1 million in Q3 2025 and then to US$46.5 million in Q3 2026, while basic EPS shifted from a loss of US$0.58 to a loss of US$0.31 and then to a loss of US$0.15...

SpaceX, ticker NasdaqGS:SPCX, has filed with the FCC to deploy up to 100,000 Gen3 Starlink satellites to expand its broadband network. The Gen3 constellation is intended to increase Starlink capacity and capabilities for global satellite internet coverage. This filing follows recent airline connectivity partnerships and lunar mission agreements for the Starlink and Starship businesses. SpaceX is also preparing for a key Starship test flight that could influence the future deployment of...

NVIDIA has worked with Japan’s Noetra Corp. to build a national Vera Rubin AI factory using 13,750 Vera CPUs and 27,500 Rubin GPUs, creating 140 megawatts of AI data center capacity to power Japan’s government-backed FRONTia physical AI project. This expansion, alongside the new Cosmos 3 Edge model for real-time robot vision on Jetson platforms, pushes NVIDIA deeper into sovereign AI and robotics infrastructure, broadening its role well beyond hyperscale cloud customers. We’ll now examine...

Uber Technologies (NYSE:UBER) agreed to acquire Delivery Hero in a transaction valued at US$14.8b. The deal covers Delivery Hero operations across 50 markets, significantly expanding Uber's global delivery reach. Uber plans to divest 14 overlapping markets as part of the transaction to address regulatory considerations. The combined platform is set to become the largest food delivery business outside China, spanning 99 markets. For investors tracking Uber Technologies, this deal represents...

Sify Technologies (NasdaqCM:SIFY) opened its Q1 2027 scorecard with revenue of ₹12,352 million and basic EPS of ₹0.90, alongside net income of ₹65 million, setting a clear marker against a current share price of $14.69. Over the past six reported quarters, revenue has moved from ₹9,699 million in Q4 2025 to ₹12,352 million in Q1 2027, while quarterly net results have swung from a loss of ₹577 million in Q4 2025 to a profit of ₹65 million in the latest quarter, framing a sharp contrast to the...

Amkor Technology has rewarded long term shareholders with a strong 5 year return, yet recent price swings and mixed commentary around valuation leave investors weighing how much upside is already reflected in the stock. Over the last 5 years, Amkor Technology has returned about 194.6%, which puts recent pullbacks in the context of a powerful longer term run. On the positive side, investors are focusing on growth potential from advanced packaging for AI and high performance computing. At the...

Korn Ferry was recently named a Global Leader in Everest Group’s 2026 Recruitment Process Outsourcing Services PEAK Matrix® Assessment, reflecting its integrated workforce solutions, consulting capabilities and recruitment technology across major markets including the U.S., UK and India. This recognition, alongside third‑party assessments suggesting the shares may be undervalued relative to industry peers, underscores how Korn Ferry’s RPO strength and broader advisory platform are drawing...