U.S. Infrastructure Stock News

NYSE:RJF
NYSE:RJFCapital Markets

Should AI-Driven Tax Tools Reshape Investors’ View of Raymond James Financial’s (RJF) Advisor-Centric Model?

Recently, Raymond James Financial was swept up in a sector-wide pullback after fintech firm Altruist launched an AI-powered planning tool that automates tax strategy design and document creation for financial advisers. The reaction highlights how quickly investor sentiment can shift when new technology raises questions about the durability of human-centered wealth-management models and fee structures. We’ll now explore how these AI disruption concerns intersect with Raymond James Financial’s...
NYSE:WD
NYSE:WDDiversified Financial

Walker & Dunlop (WD) Deepens Hospitality Financing Role with Nashville EDITION Deal – What Does It Signal?

Earlier in February 2026, Tidal Real Estate Partners secured US$371.5 million in financing from Madison Realty Capital and KSL Capital Partners for The Nashville EDITION Hotel & Residences, with Walker & Dunlop arranging the capital for the 28-story luxury hotel and residential tower. Around the same time, Walker & Dunlop was also recognized as Fannie Mae’s largest DUS lender for 2025 and a top Freddie Mac Optigo lender, underscoring its scale and influence in multifamily and commercial real...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

Is BioMarin Pharmaceutical (BMRN) Now Trading Below Its Long Term Prospects

If you are wondering whether BioMarin Pharmaceutical's current share price lines up with its underlying worth, this article will walk you through what the numbers say and how to interpret them. The stock closed at US$59.66 most recently, with returns of 3.6% over the last 7 days, 1.2% over 30 days, 0.4% year to date, and a 6.1% decline over 1 year, alongside larger declines of 45.1% over 3 years and 29.8% over 5 years. Recent attention on BioMarin has focused on its rare disease drug...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Expands AI Content And Pharmacy Platforms As Valuation Gap Widens

Amazon.com (NasdaqGS:AMZN) is preparing a marketplace that lets publishers license content directly to AI developers. The company is also rapidly expanding Amazon Pharmacy same day prescription delivery to nearly 4,500 US cities and towns. Both moves point to a bigger push into AI infrastructure and healthcare delivery platforms beyond its core retail and cloud businesses. Amazon.com, trading at $206.96, sits at the center of two big shifts: AI content access and digital healthcare. The...
NYSE:CRM
NYSE:CRMSoftware

Salesforce Resets Leadership And Workforce As Agentforce AI Takes Center Stage

Salesforce (NYSE:CRM) is cutting nearly 1,000 jobs across multiple divisions, including some AI related teams. The company is reshuffling top leadership, replacing five senior executives and appointing six new leaders. These moves are tied to a sharper focus on AI, with the Agentforce platform at the center of Salesforce’s product and growth plans. Salesforce, best known for its customer relationship management software and cloud based tools, is now putting AI closer to the core of how it...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

FDA Flu Vaccine Rebuff Puts Moderna Respiratory Pipeline Timing In Focus

FDA declined to review Moderna's application for its mRNA based flu vaccine, citing issues with clinical trial design. Moderna disputes the FDA's basis for refusal, saying study designs had previously been agreed with regulators. The company plans to seek discussions with the FDA on next steps for its flu program and related respiratory vaccines. For investors watching Moderna (NasdaqGS:MRNA), this regulatory setback arrives after a period of mixed share performance. The stock is at...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

A Look At IDEXX Laboratories (IDXX) Valuation After Strong Results And Positive 2026 Outlook

IDEXX Laboratories (IDXX) is back in the spotlight after reporting fourth quarter and full year 2025 results, with higher sales, net income, and earnings per share, along with new 2026 revenue and EPS guidance. See our latest analysis for IDEXX Laboratories. The fresh earnings and 2026 outlook arrive after a mixed stretch for the share price, with a 1-day share price return of 1.05% and 7-day share price return of 2.21%. These gains are offset by a 30-day share price return decline of 9.37%...
NYSE:RSG
NYSE:RSGCommercial Services

The Bull Case For Republic Services (RSG) Could Change Following Signs Of Volume Stagnation Amid Strong Margins

In recent months, Republic Services reported softer quarterly results and stagnating unit volumes, despite five-year sales increasing at a compounded annual rate of 10.2% and maintaining an average operating margin of 18.9%. This combination of slowing volumes alongside historically solid revenue growth and profitability has raised fresh questions about competition, market saturation, and the potential need for price or investment shifts. We’ll now examine how concerns about stagnating sales...
NYSE:EFC
NYSE:EFCMortgage REITs

Ellington Financial Preferred Redemption Reshapes Capital Stack And Valuation Outlook

Ellington Financial plans to redeem all outstanding shares of its Series A Preferred Stock at the end of February 2026. Following the redemption, the Series A Preferred Stock will be delisted from the NYSE. The move will retire this layer of preferred capital and end related dividend payments to Series A holders. For common shareholders of NYSE:EFC, this preferred stock redemption sits alongside a share price of $12.85 and a mixed recent return profile. The stock is up 2.0% over the past...
NYSE:HLIO
NYSE:HLIOMachinery

Is Helios Technologies (HLIO) Using CODESYS-Enabled OpenView To Quietly Redefine Its Automation Moat?

On 2 February 2026, Helios Technologies announced that Enovation Controls has expanded the OpenView display platform by adding CODESYS functionality, enabling customers to program both uControl controllers and OpenView HMI displays within a single industrial development environment and access CODESYS WebVisu for remote monitoring. This move deepens Helios’ open software approach, potentially making its platforms more attractive to OEMs and system integrators seeking interoperable, remotely...
NYSE:AMT
NYSE:AMTSpecialized REITs

Assessing American Tower’s Valuation After Dish Lease Default Raises Tenant Risk Concerns

Why Dish’s Default Matters for American Tower American Tower (AMT) is back in focus after the company disclosed that Dish Wireless missed lease payments, triggering a default under their Strategic Collaboration Agreement and prompting a move to seek court confirmation of Dish’s obligations. The company has said this default is not expected to affect its 2025 financial results, but for you as a shareholder or potential investor it raises fresh questions about counterparty reliability and how...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Do Tanbreez Assays Push Critical Metals (CRML) Toward a Multi‑Metal Thesis or Added Complexity?

Critical Metals Corp. recently reported final 2025 assay results from Area B and the Fjord Deposit at its Tanbreez Rare Earths Project in Greenland, confirming extensive near-surface rare earth mineralisation with Total Rare Earth Oxide plus yttrium grades generally between 0.35% and 0.61% and heavy rare earths making up around a quarter of the mix. The program also highlighted consistent by-product levels of metals such as niobium, hafnium and gallium across a 1,750-metre corridor,...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

How Samsung’s EPIC Center Partnership At Applied Materials (AMAT) Has Changed Its Investment Story

Applied Materials recently announced that Samsung Electronics will join its US$5.00 billion EPIC Center in Silicon Valley, a large collaborative R&D facility focused on accelerating next-generation semiconductor process and equipment development across advanced logic and memory. By combining this EPIC collaboration model with newly launched tools for 2nm-and-beyond chips, Applied Materials is positioning its equipment at the heart of future AI and energy-efficient computing roadmaps. We’ll...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Assessing Marvell Technology (MRVL) Valuation After Recent Share Price Turnaround

Why Marvell Technology (MRVL) is on investors’ radar today Marvell Technology (MRVL) continues to draw attention from investors after a mixed share price pattern, with an 8.6% gain over the past week contrasting with weaker returns over the month and the past three months. See our latest analysis for Marvell Technology. That recent 8.6% 7 day share price return comes after weaker 3 month share price performance of 8.2% and a 1 year total shareholder return decline of 24.6%, so near term...
NYSE:FCN
NYSE:FCNProfessional Services

A Look At FTI Consulting (FCN) Valuation After February Senior Leadership Appointments

FTI Consulting (FCN) has been busy reshaping its senior leadership, with a cluster of February appointments across healthcare, chemicals, business transformation and intellectual property. These changes give investors fresh context for thinking about the stock. See our latest analysis for FTI Consulting. At a share price of US$173.36, FTI Consulting has seen a 4.8% 90 day share price return and a 1.8% year to date share price return, while the 1 year total shareholder return of 10.2% decline...
NasdaqGS:ARHS
NasdaqGS:ARHSSpecialty Retail

Assessing Arhaus (ARHS) Valuation After Recent Choppy Share Price Performance

Arhaus stock at a glance Arhaus (ARHS) has attracted investor attention after a mixed stretch, with a 15% gain over the past 3 months contrasting with weaker one year and year to date returns at recent prices near US$10.67. See our latest analysis for Arhaus. Recent trading has been choppy, with a 14.9% 90 day share price return contrasting with weaker year to date share price performance and a 14.8% decline in the 1 year total shareholder return. This suggests that momentum has faded after...
NYSE:IFF
NYSE:IFFChemicals

Is International Flavors & Fragrances (IFF) Pricing Reset Justified After Recent Share Price Rebound?

If you are wondering whether International Flavors & Fragrances is offering fair value right now, you are not alone. A closer look at its valuation can help frame your next move. The stock last closed at US$76.76, with recent returns of 9.1% over 7 days, 11.1% over 30 days, 12.8% year to date, but a 7.8% decline over 1 year, a 13.2% decline over 3 years and a 35.9% decline over 5 years. These mixed returns leave many investors looking to recent company updates and sector news to understand...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Is Down 8.5% After Doubling Down On Vertically Integrated Quantum Platform Strategy

In recent months, IonQ has reported very large year-over-year revenue growth, pursued multi-billion-dollar acquisitions to build a vertically integrated quantum platform, and faced critical short-seller reports questioning its government-heavy revenue mix and aggressive expansion. Amid this tension between rapid expansion and concerns over cash burn and dilution, IonQ’s attempt to consolidate quantum hardware, networking, sensing, and security into one stack has become a central point of...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

The Bull Case For Cytokinetics (CYTK) Could Change Following MYQORZO Progress And HCM Advocacy Grants

Cytokinetics recently announced recipients of its eighth annual Communications Grant Program, awarding two grants to hypertrophic cardiomyopathy patient advocacy groups to expand education and awareness, alongside confirming that MYQORZO (aficamten) is approved for symptomatic obstructive HCM and under marketing review in the European Union. This combination of regulatory progress for MYQORZO and direct support for HCM community outreach highlights how the company is tying its commercial...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

A Look At Harmony Biosciences (HRMY) Valuation After Recent Share Price Momentum

What Harmony Biosciences’ Recent Performance Tells Investors Harmony Biosciences Holdings (HRMY) has seen mixed share performance recently, with a modest gain over the past 3 months and a small decline over the past month, prompting investors to reassess the stock. See our latest analysis for Harmony Biosciences Holdings. At a share price of $37.93, Harmony Biosciences’ 90 day share price return of 13.09% contrasts with a 3 year total shareholder return decline of 19.37%, suggesting recent...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Trip.com Group (NasdaqGS:TCOM) Valuation Check After Antitrust Probe And Class Action Interest

Trip.com Group (TCOM) is under investigation by China’s market regulator for potential antitrust violations, a development that has drawn securities class action interest and brought sharp focus to the stock’s recent performance. See our latest analysis for Trip.com Group. The regulatory probe and class action interest have coincided with a 24.0% 1 month share price decline and a weaker year to date share price return of 22.8%, even though the 3 year total shareholder return of 52.9%...
NasdaqGS:FFIN
NasdaqGS:FFINBanks

First Financial Bankshares Leadership Shift And What It Means For Valuation

First Financial Bankshares (NasdaqGS:FFIN) has appointed David Bailey as Chief Executive Officer and President. Long-time leader F. Scott Dueser is transitioning to the role of Executive Chairman after many years in top executive positions. The leadership changes mark a new chapter for the company while keeping both executives in key roles. First Financial Bankshares, a regional banking group, sits in a sector that continues to see pressure around funding costs, loan growth, and regulation...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Valuation Check After THAAD Expansion And GPS III Progress

Lockheed Martin (LMT) is in focus after agreeing to quadruple annual THAAD interceptor production to 400 units, beginning work on a new Munitions Acceleration Center, and supporting the recent launch of its ninth GPS III satellite. See our latest analysis for Lockheed Martin. The recent THAAD framework agreement, GPS III launch and confirmed 2026 guidance have coincided with a 15.96% 1 month share price return and a 26.65% year to date share price return. The 1 year total shareholder return...