U.S. Infrastructure Stock News

Edgewell Personal Care recently reported that its organic revenue growth and earnings per share both fell short of industry or internal benchmarks, pointing to operational challenges. This performance suggests the company may be contending with pressures that could influence its growth plans and financial outlook going forward. We'll now examine how weaker-than-expected revenue and earnings might impact Edgewell's investment narrative and future prospects. Find companies with promising cash...

In recent days, Interactive Brokers Group was added to several major indices, including the S&P 500, S&P 500 Growth, and S&P Global 1200, while being removed from smaller indices such as the S&P 400 and the Russell Small Cap series. This shift highlights the company's progression to a larger market-cap tier and subsequent increase in visibility among institutional investors and index-tracking funds. We'll examine how Interactive Brokers' inclusion in the S&P 500 and related indices could...

MongoDB, Inc. recently reported its second quarter results, highlighted by year-over-year revenue growth to US$591.4 million and a narrowed net loss of US$47.05 million, while also announcing the completion of a US$200.68 million share repurchase program and issuing updated revenue guidance for fiscal 2026. An interesting insight is that MongoDB's ongoing improvement in net losses, coupled with forward-looking earnings guidance, adds clarity to its financial trajectory as demand for its...

On August 25, 2025, Xscape Photonics and Tower Semiconductor announced the industry’s first on-chip, optically pumped, multi-wavelength laser source, built on Tower’s PH18 Silicon Photonics platform and tailored for AI datacenter fabrics. This innovation enables integration of programmable multi-color lasers directly on-chip, promising simplified design, lower latency, and greater scalability for high-speed AI data center connectivity. We'll explore how this breakthrough in integrated...

In August 2025, Fluence Energy, Inc. began production at its new Houston, Texas facility focused on thermal management components for its Gridstack Pro battery systems, marking further progress in onshoring supply chains. This expansion not only strengthens Fluence's U.S. manufacturing base but also supports the creation of over 1,200 domestic manufacturing jobs in 2025 across multiple U.S. sites. With this new facility enabling greater control over key system components, we'll examine how...

On August 21, 2025, Ross Stores released updated earnings guidance projecting third and fourth quarter comparable store sales growth of 2% to 3%, but with earnings per share expected to be below last year's levels, and also reported second quarter results showing sales growth to US$5.53 billion alongside a small year-on-year decrease in net income and earnings per share. An interesting aspect is Ross Stores' continued commitment to shareholder returns through buybacks and dividend payments,...

ZEEKR Intelligent Technology Holding Limited recently reported unaudited August 2025 delivery results, with 44,843 vehicles delivered across its Zeekr and Lynk & Co brands, an increase of 10.6% year-over-year and 1.5% month-over-month. Strength in both Zeekr and Lynk & Co deliveries highlights resilient consumer demand and operational execution across both premium and mass market segments. We'll assess how solid growth in monthly vehicle deliveries could influence ZEEKR's investment outlook...

Recently, Globalstar (GSAT) was highlighted as a strong momentum stock, earning a Momentum Style Score of B and the top Zacks Rank (#1), following a series of upward earnings estimate revisions. This increased analyst positivity and strong stock momentum have placed the company ahead of its industry peers and the broader market, fueling heightened investor interest. To understand how analyst upgrades and positive estimate trends could influence the company's outlook, we'll explore their...

On August 27, 2025, Advanced Energy Industries announced it had expanded its ultra-efficient non-isolated bus converter family with two new high-power modules targeting 48 V power conversion in AI server, compute, networking, and industrial applications. The newly launched NDQ1300 and NDQ1600 modules achieve peak efficiencies up to 98%, addressing industry needs for power density and flexibility in advanced data center and industrial systems. We'll examine how these ultra-efficient power...

On September 2, 2025, United Therapeutics announced that its TETON-2 Phase 3 study showed that nebulized Tyvaso significantly improved lung function in patients with idiopathic pulmonary fibrosis (IPF) compared to placebo over 52 weeks. This outcome is especially important because positive effects were observed even among patients already receiving standard anti-fibrotic therapies, a milestone not reached in previous phase 3 IPF trials. Now, we'll explore how positive TETON-2 results for...

Prudential Financial recently reported second-quarter 2025 adjusted operating income of US$3.58 per share, exceeding expectations and achieving year-over-year growth, alongside an increase in assets under management to US$1.8 trillion as of June 30, 2025. The company expanded its EssentialTerm Suite of life insurance products and announced multiple fixed-income offerings, reflecting its ongoing efforts to address evolving customer needs and optimize its capital structure. With strong...

PDD Holdings recently reported its second quarter 2025 earnings, with sales rising to CNY 103.98 billion while net income declined to CNY 30.75 billion compared to a year earlier. Despite higher revenues, the decrease in both net income and earnings per share highlights ongoing margin pressures as the company continues aggressive investment. We will examine how the combination of growing sales and reduced profitability is shaping PDD Holdings' long-term investment narrative. We've found 19...

Revvity, Inc. recently opened its new In Vivo Imaging Center of Excellence in Morrisville, North Carolina, consolidating R&D teams across software, hardware, biology, and AI to advance imaging technologies. This initiative brings together expertise in machine learning, optical, microCT, and ultrasound to address workflow challenges faced by disease researchers and accelerate next-generation scientific solutions. We'll explore how Revvity's coordinated investment in cutting-edge imaging R&D...

Ulta Beauty recently reported second quarter earnings, posting US$2.79 billion in sales and US$260.88 million in net income, and raised its full-year sales and earnings guidance for 2025. Alongside improved financial results, the company completed a share buyback tranche and added Moroccanoil’s full brand assortment to its stores and online platform, signaling ongoing brand and operational expansion. We’ll explore how Ulta Beauty’s raised full-year outlook and expanding brand partnerships...

In recent days, Stoke Therapeutics and Biogen presented encouraging Phase 1/2a and open-label extension data on zorevunersen for Dravet syndrome at the 36th International Epilepsy Congress, and Biogen and Eisai launched LEQEMBI, a therapy targeting early Alzheimer's disease, in Austria and Germany after securing European approval in April 2025. These developments highlight Biogen's growing influence in rare disease innovation and neurodegeneration, with the potential for first-in-class...

Recently released industry commentary revealed that ASGN faced a 6.8% annual sales decline and is projected to see flat revenue in the coming year, indicating ongoing demand challenges for its IT services. This development signals that ASGN continues to grapple with persistent market headwinds, without any recent positive updates to offset these pressures. Given that weak demand is now pressuring ASGN’s revenue outlook, we will assess how this influences its overall investment narrative and...

In August 2025, Vishay Intertechnology introduced new Automotive Grade ESD protection diodes with higher power and current ratings in the compact SOT-23 package, designed for applications ranging from automotive electronics to industrial automation and medical systems. This product launch expands Vishay's ability to serve a wider array of customers and end markets, supporting their positioning in high-reliability sectors demanding robust component performance. We’ll explore how this...

Precigen recently held a special call to discuss the FDA approval of the first and only approved therapy for adults with recurrent respiratory papillomatosis (RRP). This regulatory milestone not only introduces a new treatment option for a previously underserved condition but also signals a significant advance for the company in addressing rare diseases. We'll explore how launching the first FDA-approved RRP therapy may reshape Precigen's investment narrative by expanding its clinical...

In late August 2025, Albertsons Companies announced the launch of a global technology and innovation center in Bengaluru, India, appointing Sunil Gopinath as CEO of its India operations and unveiling a new asset-based credit facility of US$4.0 billion maturing in 2030. The company's large-scale investment in digital transformation and technology leadership highlights an accelerated push to develop enterprise-grade data and AI capabilities through international expansion and leadership...

Talen Energy Corporation (NasdaqGS:TLN) was recently added to several major S&P indices, including the S&P 1000, S&P 400, S&P 400 Utilities, and S&P Composite 1500, following official announcements made in late August 2025. This series of index inclusions stands out because it typically triggers increased demand from passive investors and funds that track these indices, often influencing trading activity. With Talen Energy's entry into prominent S&P indices, we will assess what this broader...

On August 21, 2025, Purdys Chocolatier announced a new nationwide partnership with Block's Square, rolling out its point-of-sale and business operations technology across more than 80 retail locations in Canada. This client win reinforces Square's traction in the retail sector, showcasing broader demand for its integrated payment solutions and expanding hardware offerings. We'll examine how Purdys Chocolatier's adoption of Square could impact Block's long-term business positioning and sector...

Illumina recently reported its second quarter results, surpassing analysts’ revenue and EPS expectations despite a slight year-on-year revenue decline. An interesting point is that Illumina beat full-year EPS guidance, standing out among peers in the life sciences tools & services sector that also saw strong industry-wide performance. We’ll explore how Illumina’s ability to outperform on earnings guidance impacts its investment case and future growth outlook. The end of cancer? These 29...

GE Aerospace announced a joint development program with Axcelis Technologies to advance production-ready 6.5 to 10kV superjunction silicon carbide power devices on Axcelis’ Purion XEmax™ platform, supporting high-performance power switches for aerospace and emerging critical technologies. This collaboration brings together extensive SiC expertise and unique high-energy ion implantation capabilities, directly targeting applications in aerospace, AI, autonomous vehicles, and resilient power...

On August 26, 2025, Optiv announced it had rolled out CyberArk’s Workforce Identity Security solution to over 2,500 employees in under 30 days, replacing its previous single sign-on system with no disruption to critical business applications. This rapid organization-wide adoption by a long-term partner highlights CyberArk’s ability to deepen client relationships and expand the reach of its identity security platform. To explore how this rapid, enterprise-scale switch by a key client might...