U.S. Infrastructure Stock News

In late August 2025, Bristol Myers Squibb presented real-world data from the COLLIGO-HCM study at the European Society of Cardiology Congress, showing Camzyos (mavacamten) reduced left ventricular outflow tract obstruction and improved symptoms in diverse patients with symptomatic obstructive hypertrophic cardiomyopathy across seven countries. The findings validated Camzyos' effectiveness and safety in real-world settings and reinforced its position as a standard of care, supporting its...

UP Fintech Holding Limited recently reported its second quarter 2025 results, highlighting strong year-over-year growth in revenue to US$138.72 million and net income of US$41.43 million, and also announced the resignation of director Mr. Lei Fang for personal reasons, effective August 27, 2025. Revenue and net income increased very significantly compared to the prior year, drawing attention to the company’s financial performance during a period with senior executive changes. We’ll examine...

Intapp announced that Dustin Sedgwick, formerly Chief Marketing Officer of J.P. Morgan Payments, has joined the company as Chief Marketing Officer, bringing key experience from J.P. Morgan, Microsoft, and Google to the leadership team. Sedgwick’s background in expanding B2B fintech businesses and driving growth at leading technology firms offers potential for new momentum in Intapp’s enterprise marketing and product positioning. We’ll explore how Sedgwick’s appointment as CMO could impact...

On September 4, 2025, Halozyme Therapeutics presented at the Wells Fargo 20th Annual Healthcare Conference in Boston, featuring CEO Helen I. Torley and Head of Investor Relations Tram Bui as speakers. This appearance follows strong analyst sentiment, as Halozyme currently ranks #1 (Strong Buy) by Zacks and has benefited from several upward revisions to its earnings estimates in recent months. We'll explore how the recent surge in earnings estimate revisions and strong analyst outlook shapes...

In the past week, Devon Energy attracted heightened attention following new analyst coverage, including William Blair's initiation with a Buy rating citing robust financial health and an ambitious optimization plan targeting US$1 billion in annual pre-tax free cash flow by 2026. Despite some neutral analyst ratings and recent downward earnings estimate revisions, growing institutional sentiment and positive trading strategies indicate renewed optimism about the company’s mid- and long-term...

Astronics Corporation recently presented at the AEA West Connect Conference in the United States on September 4, 2025, attracting a wide range of industry stakeholders and analysts. This event provided a platform for Astronics to showcase its latest advancements and discuss future priorities, potentially influencing industry perceptions and customer interest in its aerospace technologies. We'll explore how Astronics' visibility at the industry conference could shape its investment case,...

Bentley Systems recently announced it has signed the White House's Pledge to America's Youth: Investing in Artificial Intelligence (AI) Education, pledging to provide AI tools and training to empower future American innovators. This move highlights Bentley's expanding influence in shaping the next generation of engineers and underlines its commitment to advancing AI-driven transformation across critical infrastructure industries. We'll examine how Bentley's partnership with the White House...

ICON plc recently announced that Dr. Steve Cutler has retired as CEO, with Chief Operating Officer Barry Balfe appointed as his successor effective 1 October 2025, and Dr. Cutler continuing as a non-executive director to support the leadership transition. This leadership change brings an executive with deep industry experience to the CEO role, as Balfe previously led major operational and client-facing divisions at ICON since joining the executive team in 2019. We'll examine how this CEO...

Earlier this week, Macy's, Inc. raised its 2025 net sales guidance to a range of US$21.15 billion to US$21.45 billion, while reporting a year-over-year decrease in both sales and net income for the second quarter ended August 2, 2025. The company also completed another tranche of its share buyback program, signaling management's potential confidence in the business outlook despite recent financial headwinds. We'll assess how the higher annual guidance and ongoing share buybacks may influence...

BellRing Brands announced in the past week a new share repurchase program authorizing up to US$400 million in buybacks over two years, following the cancellation of a previous buyback plan and recent credit agreement amendment to expand its revolving facility to US$500 million. Amid these corporate actions, the company faces scrutiny from multiple law firms investigating potential securities law violations after disclosures of slower sales growth and inventory reductions at key...

The Toro Company recently reduced its fiscal year 2025 earnings guidance, pointing to net sales at the lower end of its previous range, citing flat to 3% declines driven by macroeconomic factors, homeowner and channel caution, and anticipated tariff impacts. The company also reported weaker third-quarter and nine-month results, with both sales and net income down compared to the same periods last year, underscoring pressures on profitability and demand within key business segments. We’ll...

In August 2025, Archer-Daniels-Midland announced it would cease operations at its Bushnell, Illinois soy protein plant, consolidating production to boost efficiency and focus on its upgraded Decatur facility and other global sites. This operational shift reflects ADM's ongoing commitment to simplifying its portfolio and optimizing production, aiming to support growing global demand for soy protein while leveraging investments in more advanced facilities. We'll explore how ADM’s closure of...

Earlier this week, Clover Health CEO Andrew Toy testified before the U.S. House Committee on Energy and Commerce Subcommittee on Health, detailing how the company's Clover Assistant AI platform has improved disease diagnosis, reduced hospitalizations, and increased preventive care in multiple states. The congressional testimony underscored the platform's role in supporting independent physicians in rural and underserved communities, while helping to lower Medicare costs and improve patient...

On August 25, 2025, Skyworks Solutions announced that Philip Carter will rejoin the company as Senior Vice President and Chief Financial Officer, effective September 8, 2025, succeeding the interim CFO. Carter’s previous tenure at Skyworks, paired with recent executive experience at Advanced Micro Devices, brings both company familiarity and fresh industry perspective to the finance function. To understand how Carter’s return could shape Skyworks Solutions’ path, we’ll examine its impact on...

On September 4, 2025, Costco Wholesale Corporation announced that its net sales for the four-week month, fourth quarter, and full fiscal year ended August 31, 2025, each increased by between 8.0% and 8.7% year-over-year, reaching US$269.9 billion for the fiscal year. The robust growth across all major reporting periods signals ongoing strong consumer demand and resilience in Costco’s membership-based retail model. We’ll examine how Costco’s consistent sales growth across recent quarters...

DuPont de Nemours recently announced it has begun offers to exchange all outstanding senior notes for new notes, as part of preparations to separate its electronics business into a new independent company, Qnity Electronics, Inc., with a target completion date of November 1, 2025. This move reflects DuPont’s efforts to streamline its capital structure and amend key debt agreements ahead of a major portfolio shift. We'll explore how DuPont's restructuring of its senior notes in anticipation...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

International Electric Power III, LLC recently announced an agreement with Essential Utilities for investment and utility services at a 1,400-acre data center project in Greene County, Pennsylvania, involving a new 18 million gallons per day water treatment plant and energy services from Essential’s subsidiaries. This collaboration highlights Essential Utilities’ entry into the data center infrastructure sector, leveraging its expertise to support both water and energy needs for...

In the past week, Eli Lilly announced that the FDA granted Breakthrough Therapy designation to olomorasib in combination with pembrolizumab for first-line treatment of advanced or metastatic KRAS G12C-mutant non-small cell lung cancer, based on encouraging early and late-stage trial results. This milestone accelerates the path to potential approval for a next-generation targeted lung cancer therapy and underscores Lilly's increasing presence in oncology innovation. We'll explore how this FDA...

Earlier this week, Evercore ISI upgraded Brinker International to 'Outperform' based on its expectations for sustainable earnings growth supported by restaurant remodels, menu enhancements, and new unit openings. This upgrade was grounded in new forecasts projecting strong long-term earnings growth, highlighting the potential benefits of Brinker's operational improvements and evolving customer satisfaction. We’ll explore how Evercore ISI’s recognition of Brinker's remodel and menu programs...

Fastenal has begun operations at its newly-built, 298,000 square-foot distribution center in Magna, Utah, equipped with advanced automation to boost efficiency and serve a wide region across western North America. This consolidation from multiple rented sites into a purpose-designed facility reflects Fastenal's focus on optimizing logistics networks and supporting future expansion in the Western U.S. market. We'll now explore how this major logistics upgrade could influence Fastenal's...

Fanatics Betting and Gaming announced it has partnered with Boyd Gaming Corporation to bring Fanatics Sportsbook’s online and retail betting operations to Boyd’s Ameristar casinos in Kansas City and St. Charles, following the launch of regulated sports betting in Missouri last December. This alliance gives Boyd Gaming a direct entry into Missouri’s sports betting market, expanding its digital footprint and diversifying its revenue sources through mobile and in-person sportsbook...

Summit Therapeutics hosted a call to discuss Phase III clinical trial data for ivonescimab in non-small cell lung cancer, presented at the IASLC 2025 World Conference on Lung Cancer in Barcelona. The new data, which includes results from both global and China-based studies, directly compares ivonescimab to standard-of-care treatments across a range of NSCLC patient populations, highlighting the therapy's potential reach and clinical relevance. We'll explore how presenting Phase III results...

In the past week, GitLab reported strong second-quarter results with revenue of US$235.96 million and issued updated guidance, while also announcing the departure of CFO Brian Robins and key executive appointments. An interesting aspect is that despite the company’s robust performance and beat on earnings expectations, leadership changes and maintained revenue guidance have drawn more attention than the quarterly results themselves. We’ll now explore how the resignation of the CFO may...