U.S. Infrastructure Stock News

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...

On September 5, 2025, aTyr Pharma Inc saw unusually high bearish put option volume, with the Put/Call ratio rising to 1.55 and at-the-money implied volatility increasing by nearly six points as the company approaches its anticipated November 6 earnings report. This concentration of speculative bearish bets highlights heightened caution among investors, marking a period of intensified scrutiny for aTyr ahead of its key financial update. Next, we’ll explore how the surge in bearish options...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Trip.com Group Limited recently reported second quarter 2025 earnings showing solid year-over-year growth in both revenue and net income, while also announcing a new share repurchase program of up to US$5.0 billion in ordinary shares and/or ADSs. The combination of these robust financial results and a substantial new buyback program raises confidence in the company’s ongoing business momentum and management’s outlook on future value. We will explore how the introduction of a new US$5.0...

On September 3, 2025, ARS Pharmaceuticals, Inc. presented at the Cantor Global Healthcare Conference in New York, with Chief Commercial Officer Eric Karas and CEO Richard E. Lowenthal speaking at the event. This high-profile conference appearance offered an opportunity for ARS Pharmaceuticals to highlight recent business progress and share updates on its product development strategies with investors and industry stakeholders. We will explore how ARS Pharmaceuticals' recent conference...

Cardinal Health recently opened a new 340,000 square foot distribution center in Fort Worth, Texas, dedicated to its at-Home Solutions business, and announced plans to break ground on another center in Sacramento, California this fiscal year. This expansion enables Cardinal Health to better serve the growing U.S. population that relies on home delivery of medical supplies for managing chronic conditions, leveraging investments in robotics and automation to improve logistics efficiency. We’ll...

Earlier this week, CloroxPro announced the launch of Screen+ Sanitizing Wipes, specially designed to clean and sanitize electronic devices like touchscreens, laptops, and keyboards without causing damage. This new product directly addresses workplace concerns over electronic hygiene, offering a unique solution that combines effective sanitization with device protection, particularly as tech reliance grows across offices and shared environments. We'll explore how this product innovation,...

ResMed Inc. recently presented at the World Sleep Congress in Singapore and has reported fourth quarter fiscal 2025 growth, driven by strong performance in its Mask business and a rebound in Device sales. The company's acquisition of VirtuOx in May, a leading diagnostic testing facility, highlights ResMed's efforts to strengthen its position across the sleep, respiratory, and cardiac care continuum. We'll explore how the acquisition of VirtuOx could influence ResMed's investment narrative...

Chipotle Mexican Grill recently announced the return of its popular Carne Asada protein in the U.S. and Canada for a limited time from September 4, alongside the launch of a new digital-exclusive "Build-Your-Own Chipotle" family meal option beginning August 26. The repeated comeback of Carne Asada, previously noted as Chipotle's most-searched limited-time offer, and the introduction of a family meal package underscore Chipotle’s focus on product innovation and engagement with evolving...

ENTRA1 Energy recently announced a landmark agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of NuScale Power’s small modular reactor capacity across seven states, marking the largest SMR deployment program in U.S. history. This initiative highlights NuScale’s unique position as the first and only NRC-approved SMR technology ready for commercial deployment, addressing rising electricity demand from sectors like AI and advanced manufacturing. We'll explore how this...

Imperial Petroleum Inc. announced on September 5, 2025, that it had released its Q2 2025 financial results and conducted its quarterly earnings call pre-market. This update follows a prior quarter in which the company’s earnings exceeded analyst expectations by a very large amount, contributing to heightened market attention. With analysts and investors closely watching after the substantial prior earnings surprise, we’ll examine how this latest release shapes Imperial Petroleum’s investment...

In recent days, Elliptic Labs, Acronis, and NWN have each announced new partnerships with Intel, integrating advanced AI sensor technologies, cybersecurity solutions, and AI-powered digital learning platforms with Intel’s Core Ultra processors and AI PC ecosystems. These collaborations highlight Intel’s growing emphasis on AI-driven computing and ecosystem development, with a focus on software-based innovation, energy efficiency, and broader industry collaboration enabled by both private and...

Seagate Technology Holdings announced in August 2025 that Thomas Szlosek has joined its Board of Directors and the Audit and Finance Committee, bringing over three decades of financial leadership from major global firms. Szlosek’s extensive experience across technology, automotive, and advanced manufacturing sectors positions him to enhance Seagate’s financial governance and operational oversight as the company navigates industry changes. We’ll examine how Szlosek’s appointment to Seagate’s...

In early September 2025, Marvell Technology announced that its Structera Compute Express Link (CXL) memory-expansion controllers and accelerators completed interoperability testing with major memory suppliers and leading CPU platforms, positioning Structera as the only CXL 2.0 product family with such broad compatibility. This achievement highlights Marvell's leadership in providing flexible, scalable memory solutions for hyperscalers and cloud providers, alongside recent innovations in...

Despite an already strong run, Ameresco, Inc. ( NYSE:AMRC ) shares have been powering on, with a gain of 27% in the...

Insiders were net sellers of Bumble Inc.'s ( NASDAQ:BMBL ) stock during the past year. That is, insiders sold more...

Super Micro Computer recently announced that Lambda has completed the deployment of a broad portfolio of Supermicro’s GPU-optimized servers, featuring NVIDIA Blackwell technologies, at Cologix’s Columbus, Ohio data center to expand Lambda’s AI infrastructure. This collaboration highlights Supermicro’s integral role in enabling rapid, enterprise-grade AI compute solutions for customers across key industries in the Midwest and beyond. With Lambda selecting Supermicro’s latest GPU-powered...

Earlier this week, Synopsys announced expanded Synopsys.ai Copilot generative AI features for its semiconductor design solutions, introducing major workflow and productivity improvements for engineering teams. These innovations mark a step forward in the use of generative AI to automate complex chip design tasks, supporting faster onboarding and effectiveness for engineers across the industry. We’ll explore how Synopsys’s leap in generative AI capabilities could influence its long-term...

Abu Dhabi National Oil Company (ADNOC) announced that horizontal wells have been drilled and oil has been tested to the surface at a shale play in the UAE operated by EOG Resources, following EOG's recent acquisition of a new unconventional oil exploration concession in Abu Dhabi and partnership progress in Bahrain's upstream sector. This expansion marks EOG Resources' continued international growth and operational milestones outside of North America, underscoring a broader shift toward...

Guidewire Software reported fourth-quarter earnings for the period ended July 31, 2025, with revenue rising to US$356.57 million from US$291.52 million a year earlier and net income increasing to US$51.95 million from US$16.76 million. The company also provided new guidance for fiscal 2026, projecting total revenue between US$1.39 billion and US$1.41 billion and operating income between US$68 million and US$88 million, illustrating continued confidence in future growth. We'll explore how...

State Street Corporation and Apex Fintech Solutions recently announced a partnership involving a minority investment from State Street and new digital custody and clearing capabilities, while Columbia Threadneedle Investments selected State Street to provide consolidated global back-office services for pooled funds in the US and Europe. These developments highlight State Street's push to strengthen digital wealth management offerings and reinforce its role as a leading provider of investment...

Archer Aviation recently secured US$850 million in new funding, advanced its progress toward FAA certification, and was named the Official Air Taxi Provider for the LA 2028 Olympic Games. Partnerships with United Airlines and Stellantis, along with major event contracts, underline Archer's increasing momentum in the emerging urban air mobility sector. We'll explore how Archer's accelerating FAA certification journey enhances its investment narrative and commercial readiness. Uncover the next...

The City of Peoria, Arizona recently secured 834.5 acres in a State Land Auction, with a 104-acre parcel tentatively reserved for Amkor Technology to develop an advanced semiconductor packaging and test facility as part of the Peoria Innovation Core. This collaborative land acquisition signals an intent to expand US-based advanced semiconductor capabilities and reflects growing regional competition for high-tech investment projects. We'll see how plans for a new US facility could influence...

InterDigital, Inc. recently showcased its latest video streaming innovations at the International Broadcasting Convention (IBC) 2025 in Amsterdam, focusing on Versatile Video Coding (VVC, H.266) with Film Grain preservation for enhanced cinematic quality. This demonstration highlights how InterDigital's technological advancements in video compression and image integrity can help content creators deliver cinema-grade streaming experiences while conserving bandwidth. We'll examine how...