U.S. Infrastructure Stock News

In early September 2025, Travere Therapeutics announced that the FDA approved updated REMS labeling for FILSPARI, reducing liver function monitoring frequency and removing the embryo-fetal toxicity monitoring requirement, while also sharing positive long-term clinical data from ongoing pegtibatinase studies in classical homocystinuria at an international conference in Japan. These developments may support improved FILSPARI adoption in IgA nephropathy and highlight steady progress in...

Monster Beverage Corporation reported record net sales of US$2.11 billion for its fiscal 2025 second quarter, exceeding the US$2 billion mark for the first time and surpassing analyst expectations. This milestone highlights the company's continued ability to respond to growing global demand for its beverages and the effectiveness of its ongoing product innovation strategies. We will explore how Monster Beverage's record-breaking quarterly sales shape the outlook for its ongoing international...

Photronics, Inc. recently reported its third-quarter results for fiscal 2025, posting sales of US$210.39 million and net income of US$22.89 million, alongside confirming fourth-quarter revenue guidance of US$201 million to US$209 million and an increase in its share buyback plan by US$25 million. A standout detail is Photronics’ expanded buyback authorization, which, combined with robust flat panel display performance, signals management’s focus on shareholder returns and operational...

Exelixis recently appointed Dana T. Aftab, Ph.D., as Executive Vice President of Research and Development, placing him in charge of all drug discovery, translational research, product development, and medical affairs activities; this follows the departure of Amy Peterson, M.D., from her executive and chief medical officer roles. Dr. Aftab's extensive history with Exelixis and his contribution to the development of CABOMETYX may signal a renewed focus on pipeline leadership as the company...

Penske Automotive Group, Inc.'s ( NYSE:PAG ) price-to-earnings (or "P/E") ratio of 13x might make it look like a buy...

Just Play, in collaboration with Hasbro, recently relaunched the iconic EASY-BAKE and PLAYSKOOL toy brands, introducing refreshed, modernized versions now available exclusively at Walmart in the US with updated features and a contemporary look. This exclusive partnership targets both nostalgia-driven consumers and new parents, aiming to revitalize classic toy lines and expand Hasbro's reach within key retail channels. We'll explore how the exclusive Walmart relaunch of these flagship brands...

In early September 2025, Comfort Systems USA announced it had increased its credit line to US$1.1 billion via an amended and restated senior secured revolving credit facility with Wells Fargo Bank and a syndicate of lenders, maturing in 2030 and allowing for possible further increases. This expanded credit facility introduces new financial covenants but also offers Comfort Systems USA greater financial flexibility to support its expansion and operational initiatives in specialized...

Bank of America has announced the launch of its Alts Expanded Access Program through Merrill Wealth Management and Bank of America Private Bank, aiming to provide ultra-high-net-worth clients access to institutional-grade private market funds and specialized investment opportunities. This initiative responds to a surge in demand for alternative investments among affluent clients, building on previous programs that have attracted over US$60 billion in assets in just three years. We'll explore...

Ambarella ( NASDAQ:AMBA ) Second Quarter 2026 Results Key Financial Results Revenue: US$95.5m (up 50% from 2Q 2025...

In recent days, Garmin introduced several major product innovations, including the flagship GPSMAP H1i Plus handheld device with advanced inReach satellite communication and the premium fenix 8 Pro smartwatch series featuring satellite-enabled connectivity and a new MicroLED display. These launches underline Garmin's continuing push into integrating connectivity, safety, and high-resolution display technologies across both outdoor navigation and wearable product lines, meeting the diverse...

In late August 2025, the U.S. Department of Defense, Peraton, and Okta announced the launch of myAuth, a cloud-based authentication solution replacing DS Logon and designed to serve about 20 million individuals, with 900,000 users signed up within two months and full rollout expected in 18 months. This collaboration underscores Okta’s increasing presence in large-scale federal digital identity programs, highlighting the company’s capability to support mission-critical, secure access at...

Recently, Nextracker became the subject of a law firm investigation following a class action complaint that alleges the company made false statements or failed to disclose the extent of project delays, with claims that the board may have misrepresented business prospects and competitive advantages. This development raises questions around Nextracker's corporate governance and project execution, which are now under increased scrutiny from investors and legal professionals. We'll explore how...

Earlier this week, Citi Wealth announced it has selected BlackRock to manage approximately US$80 billion in client assets and to deploy BlackRock’s Aladdin Wealth technology platform for Citi’s global wealth business, launching a new offering called Citi Portfolio Solutions powered by BlackRock. This partnership marks a major business development by integrating BlackRock’s portfolio management and advanced technology into Citi’s global wealth platform, underscoring BlackRock’s expanding...

In the past week, DICK'S Sporting Goods reported quarterly earnings that showed higher sales and profits compared to the previous year, and raised its full-year outlook for both comparable sales growth and earnings per share for 2025. An interesting insight is that alongside strong financial results, the company also affirmed its regular quarterly dividend, continued a pause in share repurchases for recent tranches, and is proceeding with the planned acquisition of Foot Locker through a debt...

United Airlines recently resumed flights to Tel Aviv from Chicago O'Hare and Washington Dulles, and expanded its winter schedule by adding new and increased frequencies to 15 cities across the US and Central America, with flights launching between November 2025 and January 2026. By being the only U.S. airline operating direct flights between Tel Aviv and both Chicago and Washington D.C., United is strengthening its competitive position on this major international route as well as enhancing...

In the last year, many Steel Dynamics, Inc. ( NASDAQ:STLD ) insiders sold a substantial stake in the company which may...

Teradyne recently appointed Jean-Pierre ‘JP’ Hathout as Group President of the Teradyne Robotics Group, succeeding Ujjwal Kumar after his departure in late August 2025, with Hathout also continuing as President of Universal Robots. This leadership transition highlights Teradyne's emphasis on creating synergies within its robotics businesses, aimed at boosting innovation and expanding opportunities in the automation sector. We'll examine how the appointment of JP Hathout as Robotics Group...

Genuine Parts Company recently refreshed its Board of Directors, appointing Courtney Carruthers and Matt Carey as independent directors while seeing the retirement of two long-tenured board members on September 4, 2025. This shift brings expertise in technology, operational transformation, and customer experience to the board, reflecting a focused approach to industry changes and future business needs. We'll now explore how the addition of leaders with deep technology and e-commerce...

Elevation Point recently announced a partnership with Goldman Sachs to broaden access to Goldman's banking, lending, and asset management services for independent advisors and their clients. This collaboration aims to expand Elevation Point's suite of investment solutions, highlighting Goldman's increasing focus on supporting advisory teams and sophisticated investors. We'll explore how Goldman's expanded service offerings for advisors through this collaboration influence its investment...

In recent months, Robinhood Markets shifted from negative to positive earnings per share and grew revenue per customer, drawing strong analyst confidence. An interesting aspect is that increased user monetization and higher engagement have signaled substantial progress in the company’s core business model and profitability. With this shift to positive earnings, we'll examine the implications for Robinhood’s investment narrative and its long-term outlook. Trump's oil boom is here - pipelines...

DigitalOcean Holdings recently announced support for Single Sign-On (SSO), enabling seamless integration with leading Identity Providers such as Okta to deliver secure, centralized authentication for its customers. This new feature is designed to streamline access management for cloud-native teams, enhance enterprise security, and simplify user onboarding and offboarding processes. We'll examine how DigitalOcean's expansion into enterprise-grade access management with SSO integration could...

In late August 2025, Instacart announced a new partnership with Merchants Distributors, LLC (MDI), bringing its e-commerce and fulfillment solutions, including Storefront Pro and Carrot Ads, to MDI’s network of independent grocers, alongside an expanded collaboration with Ahold Delhaize USA for its FoodStorm order management system. These moves provide Instacart with greater penetration among independent and enterprise grocers, while enabling retailers to access advanced digital and retail...

In August 2025, Reliance Industries Limited announced a joint venture with Meta Platforms to build and scale enterprise artificial intelligence solutions for companies in India and select international markets, committing an initial investment of INR 855 million (US$100 million) with Meta holding a 30% stake. This partnership will leverage Meta's open-source Llama models and Reliance's digital infrastructure to offer customizable, enterprise-grade AI solutions at lower costs to a large base...

In recent announcements, Diamondback Energy agreed to sell its Environmental Disposal Systems unit to Deep Blue Midland Basin LLC for US$750 million, including a 30% retained stake and renewed water services deal, and divest its 27.5% equity interest in EPIC Crude Holdings to Plains All American Pipeline for about US$500 million in upfront cash plus potential contingent payments. These moves highlight Diamondback's efforts to unlock value from non-core assets while consolidating focus on...