U.S. Infrastructure Stock News

In late August 2025, Healthpeak Properties announced the appointment of Denis Sullivan as Managing Director of Lab Investments & San Diego Market Lead, alongside the promotion of Mike Dorris to Head of West Coast Development & Construction for Labs. These leadership changes emphasize Healthpeak’s sharpened focus on life sciences real estate, particularly in key innovation markets like San Diego, as the company aims to amplify its lab investment and development capabilities. We'll now explore...

On August 31, 2025, Freedom Holding Corp. announced a private placement to issue common shares, raising gross proceeds of US$89,000,000 with participation from institutional investors including BlackRock, State Street Corp., Grace Partners of DuPage L.P., and Geode Capital Management. This move highlights ongoing support and interest from major international investors, reflecting external confidence in Freedom Holding’s growth plans and capital strategy. We’ll explore how institutional...

Liquidia Corporation recently highlighted strong early adoption of its YUTREPIA therapy for pulmonary arterial hypertension, with over 900 unique patient prescriptions written and more than 550 patient starts as of August 8, 2025. This robust patient uptake led to increased revenue estimates for YUTREPIA for 2025 and 2026, well ahead of previous projections. We’ll explore how accelerating YUTREPIA adoption is shaping expectations for Liquidia’s future growth and its overall investment...

In late August 2025, ImmunityBio announced early results from a pilot study in recurrent glioblastoma showing that all five patients treated with its investigational immunotherapy regimen achieved disease control, with three responding and two displaying stable disease. This small cohort result is particularly eye-catching because glioblastoma is a challenging cancer with a very low five-year survival rate, especially among older adults. We'll explore how the enthusiasm generated by 100%...

Ubiquiti Inc. recently reported its earnings for the fourth quarter and full fiscal year ended June 30, 2025, posting robust financial results with sales reaching US$759.15 million for the quarter and US$2.57 billion for the year, and net income more than doubling from the prior year for both periods. Alongside the earnings announcement, Ubiquiti increased its quarterly cash dividend to US$0.80 per share and revealed a new US$500 million share repurchase program, underscoring a strong...

Sempra Infrastructure and EQT Corporation recently announced a 20-year agreement for EQT to purchase 2 million tonnes per annum of LNG from the Port Arthur LNG Phase 2 development in Texas, with the supply price linked to the Henry Hub index. This definitive LNG deal is a significant milestone for EQT's export ambitions, providing enhanced long-term revenue visibility and further supporting the company's shift toward international markets. We'll explore how this long-term LNG contract with...

In August 2025, Kohl's Corporation reported second-quarter results with net income and earnings per share rising year-over-year, despite lower sales and revenues compared to the previous year, and subsequently raised its full-year 2025 earnings guidance with anticipated sales declines of 5% to 6%. This combination of higher profits and improved earnings outlook, even as sales fall, highlights a focus on cost management and profitability over topline growth. We'll explore how Kohl's improved...

On August 27, 2025, Novavax announced that the U.S. FDA approved the Nuvaxovid 2025-2026 formula for COVID-19 prevention in adults 65 and older, as well as individuals aged 12-64 with underlying conditions that increase their risk of severe illness. This approval underscores the vaccine’s demonstrated broad immunity against a range of circulating JN.1 lineage COVID-19 strains, expanding Novavax’s reach in key high-risk populations. We'll assess how this regulatory milestone for Nuvaxovid's...

In August 2025, Calix introduced major upgrades to its ASM5001 Broadband Platform, integrating unified subscriber management, optical line terminal control, and remote line card support into a single, streamlined system for broadband service providers. This advancement is designed to optimize network efficiency and flexibility, helping providers reduce costs while efficiently scaling to meet surging broadband demand. By enabling broadband companies to consolidate infrastructure and automate...

On August 28, 2025, Redwire Corporation announced it was awarded a NASA indefinite-delivery/indefinite-quantity contract with a US$25 million ceiling over five years to provide biotechnology facilities, on-orbit operational support, and mission integration for the International Space Station, including an initial US$2.5 million task order for drug development with its PIL-BOX technology. This milestone highlights both NASA’s recognition of Redwire’s space biotechnology capabilities and the...

On August 27, 2025, Penguin Solutions, Inc. filed a shelf registration with US$148.93 million in common stock offered, totaling 6,096,103 shares. This shelf registration gives Penguin Solutions the ability to raise capital as needed, potentially affecting future shareholder dilution and signaling possible plans for upcoming investment or expansion. We'll explore how this significant fundraising flexibility could introduce new risks and opportunities to Penguin Solutions' investment...

Natera recently announced the activation of the ARCHER phase III trial in muscle-invasive bladder cancer, incorporating its Signatera molecular residual disease test as a secondary endpoint, alongside the launch of a proprietary AI foundation model platform designed to drive therapeutic development and clinical decision support. These moves highlight Natera's commitment to integrating advanced molecular diagnostics and artificial intelligence, potentially accelerating innovation and adoption...

Tuya Inc. recently reported second quarter 2025 results showing sales of US$80.13 million and net income of US$12.59 million, along with the announcement of a special cash dividend of US$0.054 per share payable in October. Alongside improved profitability versus last year, the special dividend highlights a focus on shareholder returns during a period of growth for the company. Given the company’s improved net income and special dividend announcement, we'll explore how these results may shape...

LifeStance Health Group announced that Sarah Personette, chief executive officer of Puck and former senior executive at X and Facebook, joined its board of directors on August 22, 2025, while William Miller departed after five years of board service. Personette's extensive background in customer experience, digital media, and technology could influence LifeStance Health Group’s approach to innovation and patient engagement. We'll explore how the appointment of a leader with digital and...

In late August 2025, Cloudflare announced it is the first Cloud Access Security Broker to integrate with industry-leading generative AI tools, ChatGPT Enterprise, Claude by Anthropic, and Google Gemini, while unveiling advanced enterprise security and control features for AI usage. This move addresses increasing organizational demand for real-time oversight and data protection as generative AI tools become deeply embedded in workplace processes. We’ll explore how Cloudflare’s new AI...

In August 2025, SailPoint, Inc. introduced SailPoint Accelerated Application Management, an advanced platform designed to transform enterprise application discovery and governance with AI-driven insights and automated workflows, while also announcing plans to acquire key assets from Savvy for enhanced SaaS visibility and identity risk management. This launch highlights a move toward rapid, scalable compliance and security coverage, addressing the longstanding challenge of unmanaged...

United Rentals recently unveiled two new digital platform features, Smart Suggestions and Equipment Fit AR, intended to streamline the rental process and improve customer decision-making using machine learning and augmented reality technology. This rollout highlights United Rentals’ commitment to leveraging direct customer feedback in developing productivity-boosting innovations, further enhancing its suite of digital capabilities for seamless equipment management. We’ll explore how these...

Procore Technologies, Inc. recently announced a multi-year strategic collaboration agreement with Amazon Web Services (AWS), focused on co-investing in go-to-market initiatives and advancing AI-driven product innovation for the global construction industry, with expanded distribution through AWS Marketplace in North America and Europe. This collaboration gives Procore direct access to AWS's large language models and customer cloud spend, potentially accelerating adoption of its platform and...

Corporación América Airports S.A. reported increased passenger numbers, cargo volume, and aircraft movements for July and year-to-date 2025, alongside second quarter financials showing higher sales year-over-year and steady earnings per share. Management also highlighted ongoing plans to pursue both organic and inorganic growth, signaling a focus on strengthening the company’s airport portfolio through potential acquisitions or investments. We'll now examine how these strong operating...

Ionis Pharmaceuticals recently announced positive topline results from its Phase 3 CORE and CORE2 studies, where olezarsen achieved statistically significant reductions in fasting triglyceride levels and acute pancreatitis events in people with severe hypertriglyceridemia, alongside a favorable safety profile. An interesting insight is that more than 90% of patients who completed the studies chose to continue into the open-label extension, highlighting strong participant engagement and...

Sarepta Therapeutics was recently removed from multiple S&P 400 indexes and added to the S&P 600 and S&P 600 Health Care indexes, reflecting a shift in its classification to the small-cap tier. This index reclassification can prompt substantial trading activity from funds that track these benchmarks, potentially altering the company’s shareholder base and liquidity profile. We'll assess how Sarepta's move to the S&P 600 impacts analyst expectations for its growth trajectory and market...

In August 2025, Samsara Inc. unveiled its Pre-Delivery Installation program, enabling Daimler Truck North America and Fontaine Modification to install Samsara’s telematics and AI cameras in new commercial trucks before they reach fleet customers. This initiative allows fleet operators to receive connected vehicles that are ready to use upon delivery, highlighting an evolution toward turnkey digital solutions for large-scale fleet management. We'll explore how deepening OEM partnerships for...

On August 19, 2025, Stephen Tulenko resigned as President of Moody’s Analytics, with Chief Operating Officer Andy Frepp appointed as Interim President, effective immediately. This leadership transition places Moody’s Analytics, a core growth engine for the company, under interim stewardship at a critical time for its evolving analytics strategy. We'll assess how the appointment of an interim leader in Moody’s Analytics may influence the company’s long-term growth narrative and outlook. Find...

Resonac Corporation recently announced the formation of ‘JOINT3,’ a consortium of 27 leading companies, including 3M, focused on developing advanced panel-level organic interposer technology for next-generation semiconductor packaging, with a prototype line set to launch at Resonac’s APLIC center in Japan in 2026. 3M’s inclusion underscores its ongoing commitment to co-develop cutting-edge materials and collaborate within a global alliance aimed at addressing key manufacturing challenges in...