U.S. Infrastructure Stock News

On September 5, 2025, Opera Limited's Chief Financial Officer Frode Fleten Jacobsen presented at Citi’s 2025 Global Technology, Media and Telecommunications Conference in New York, providing updates on Opera’s growth strategy and financial outlook. An important takeaway was Opera’s emphasis on its strengthened financial position, highlighted by raised full-year guidance, continued AI-driven growth, and ongoing integration of advanced features across its products. We'll examine how Opera’s...

Endava recently reported fourth-quarter earnings for the period ended June 30, 2025, with sales of £186.78 million and net income of £1.17 million, completing a buyback of 6,722,491 shares for US$111.2 million. Despite surpassing analyst earnings expectations, the company released cautious revenue guidance and highlighted ongoing macroeconomic pressures impacting client spending and operational stability. We'll now examine how Endava's successful share repurchase, paired with weaker...

Earlier this week, Zoom Communications was honored with an Engineering, Science & Technology Emmy® Award for its Zoom for Broadcast technology, which enables broadcasters worldwide to transmit high-quality, low-latency remote media into live television production. This distinction, combined with expanding enterprise adoption of Zoom’s employee experience platform and AI-driven offerings, highlights the company’s growing impact across both media production and corporate communications...

In early September 2025, Targa Resources launched a non-binding open season for its proposed Forza Pipeline Project in the Delaware Basin, featuring a 36-mile, 36-inch pipeline with 750 dekatherms per day of primary firm transportation service from Lea County, New Mexico to the Waha Hub in Texas. This move underscores Targa's efforts to expand natural gas transportation infrastructure linking gas processing assets to major demand centers, reflecting its focus on enhancing market access and...

Brightstar Lottery PLC recently showcased its next-generation lottery solutions at the NASPL 2025 conference, featuring advancements such as self-service and in-lane terminals, advanced vending machines, digital menu boards, and AI-driven innovations aimed at boosting player engagement and operational efficiency. Executive participation in industry panels and the company’s exclusive focus on lottery innovation highlighted its determination to drive customer growth through technology. We’ll...

In recent days, Enova International amended its secured asset-backed revolving credit facility with Bank of Montreal, increasing the total commitment to US$825 million, extending the maturity date to August 28, 2029, and reducing interest rates to improve financial flexibility and operational capacity. This move is accompanied by positive analyst commentary citing strong earnings, strategic growth initiatives, and robust financial health as reasons for their upbeat outlook on the...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Earlier this week, Dow unveiled DOWSIL™ EG-4175 Silicone Gel, a high-reliability solution designed for advanced electric vehicle (EV) modules, photovoltaic inverters, and wind turbines, and, in partnership with Gruppo Fiori, announced progress in automotive polyurethane foam recycling technology that avoids disassembly of end-of-life vehicles. These innovations underscore Dow’s positioning in the shift toward sustainable mobility and renewable energy, as well as its growing capabilities in...

CleanSpark, Inc. recently reported unaudited operating results for August 2025, producing 657 Bitcoin and selling 533.5 Bitcoin at an average price of approximately US$113,800 each. These monthly updates provide a clear view of CleanSpark's mining output and sales performance, critical in the highly variable cryptocurrency sector. With this operational snapshot in mind, we'll consider how August's Bitcoin production and sales volumes might influence CleanSpark's investment outlook. Trump's...

Earlier this week, Cleveland-Cliffs completed an upsized US$850 million Senior Unsecured Guaranteed Notes offering maturing in 2034, with proceeds earmarked to redeem existing 2027 notes and repay borrowings under its asset-based credit facility. Alongside this debt refinancing, Cleveland-Cliffs resolved outstanding litigation with U.S. Steel and Nippon Steel without any financial settlement, potentially clearing legal uncertainties going forward. We'll explore how Cleveland-Cliffs'...

Pitney Bowes recently issued a Current Report on Form 8-K containing forward-looking statements about its cash flows and capital allocation strategies, with analysts revising fiscal 2025 earnings estimates upward and highlighting improved momentum scores. This shift in analyst outlook suggests investor interest may be responding to expectations for higher earnings, even as the company continues to face financial challenges from declining revenues and high leverage. We'll explore how the more...

In late August 2025, multiple law firms announced securities class action lawsuits against Lockheed Martin, alleging that the company made false or misleading statements about internal controls and its ability to meet contract commitments, after reporting significant pre-tax losses on classified programs across its Aeronautics and Rotary and Mission Systems segments. These legal developments have brought renewed attention to corporate governance and financial risk management practices at one...

Integra LifeSciences Holdings Corporation ( NASDAQ:IART ) shareholders would be excited to see that the share price has...

In the past week, Colgate-Palmolive proposed a US$332 million settlement to resolve a class-action lawsuit by former employees over pension calculation concerns, pending court approval. This development comes as the company continues to lead in global oral care, with significant shares in both the toothpaste and manual toothbrush markets, even as its stock performance has trailed sector peers. We'll now explore how the proposed US$332 million settlement could impact Colgate-Palmolive's...

Riot Platforms, Inc. recently announced that in August 2025 it produced 477 Bitcoin and sold 450 Bitcoin, generating US$51.8 million in net proceeds from these sales. This increase in Bitcoin production compared to the previous year underscores the company's expanding mining capabilities and steady sales activity. We'll explore how Riot's robust August Bitcoin production figures impact expectations for its evolving mining and data center business model. These 11 companies survived and...

Honeywell International recently announced it has filed a Form 10 Registration Statement with the SEC for the spin-off of Solstice Advanced Materials, which is set to become a separately listed entity on the Nasdaq under the ticker "SOLS." This planned spin-off marks a significant step in Honeywell's restructuring efforts and could have notable implications for shareholders and the company's business focus. We'll take a closer look at how Honeywell's move to separate Solstice Advanced...

On September 2, 2025, Powerfleet announced that Wright Brothers Construction implemented its Unity AI video SaaS safety platform to enhance operational oversight, risk mitigation, and driver safety outcomes across its enterprise. This deployment highlights a growing industry move from disconnected solutions toward integrated, data-driven platforms that deliver measurable gains in safety, adoption, and compliance automation. We'll explore how enterprise adoption by a leading construction firm...

AECOM has recently announced it was awarded a place on National Highways' Specialist Professional and Technical Services 3 (SPaTS3) framework in the UK, in partnership with Arup, as part of a group of six suppliers on a project worth up to £495 million over six years. This appointment extends AECOM's longstanding collaboration with major UK transport authorities and underscores its ongoing role in delivering large-scale infrastructure and advisory services for government clients. We'll...

In the past week, Tapestry received upward earnings estimate revisions from multiple analysts for fiscal 2026, reflecting increased optimism about its growth outlook and operational performance, particularly for its Coach brand. An interesting insight is that Tapestry earned top rankings with an A in the Growth Style Score and a B in the VGM Score, confirming its position on investors’ watchlists for long-term potential. We'll take a look at how these analyst upgrades and the strong Growth...

Southwest Airlines and T-Mobile recently announced a collaboration to provide free unlimited WiFi for all Rapid Rewards Members on every Southwest flight beginning October 24, 2025, marking the airline as the largest domestic carrier to offer this service fleetwide. This partnership, along with expanded routes and a new interline agreement with EVA Air, signals a comprehensive push to enhance customer connectivity and network reach. Let’s examine how Southwest’s launch of free in-flight WiFi...

Levi Strauss recently appointed former Victoria's Secret executive Chris Callieri to oversee global supply chain operations, reporting directly to CEO Michelle Gass, as the company accelerates its transition to a direct-to-consumer denim lifestyle brand. This leadership change highlights Levi's focus on improving supply chain resilience, driving innovation, and strengthening sustainability alongside its ongoing investments in e-commerce and high-profile brand partnerships. We'll examine how...

Alexandria Real Estate Equities recently declared a quarterly cash dividend of US$1.32 per common share for the third quarter of 2025, payable October 15 to shareholders of record as of September 30. This move maintains the dividend level, pausing historical growth to prioritize liquidity, and follows the company's recognition by Newsweek as one of the World's Most Trustworthy Companies for the second year in a row. We will examine how Alexandria's decision to maintain a high-yield dividend...

Coupang recently announced a multi-year partnership with the Washington Capitals to serve as their home and third jersey patch partner beginning with the 2025-26 NHL preseason, also gaining advertising and media rights across Capitals, Wizards, and Mystics brands through Monumental Sports & Entertainment. This deal positions Coupang to significantly expand its U.S. brand visibility by leveraging the Capitals' international fanbase and the popularity of key players like Alex Ovechkin. We'll...

In recent months, Arista Networks experienced significant momentum driven by heightened investment in AI infrastructure, fueling demand for its high-performance networking solutions. This development has attracted strong positive attention from industry analysts, who cite AI infrastructure as a central growth driver for the company's products and market expansion. These shifts underline how AI-driven infrastructure needs are reshaping the competitive landscape for advanced networking...