U.S. Infrastructure Stock News

Hormel Foods (HRL) is in focus after analyst commentary on margin pressure and turkey-related avian influenza risks coincided with the appointment of former Hershey executive Will Bonifant as the company’s new chief supply chain officer. See our latest analysis for Hormel Foods. The recent management change and margin concerns come after a mixed period for investors, with a 6.5% 90 day share price return but a 12.7% 1 year total shareholder return decline and deeper 3 and 5 year total...

Morgan Stanley (MS) has been back in focus after reporting record annual revenues from trading and dealmaking, paired with fresh AI tools in wealth management and reinforced by analyst upgrades and rising earnings estimates. See our latest analysis for Morgan Stanley. Those record trading and dealmaking revenues, along with new AI tools and preferred dividend declarations, come after a mixed price patch, with a 9.49% 1 month share price decline, a 7.08% 3 month share price return, and a...

Event context and recent share performance SPS Commerce (SPSC) has drawn investor attention after a stretch of weaker share performance, with the stock down about 4% over the past week and 31% over the past month. That short term pressure sits alongside a 58% decline over the past year and a 59% total return drop over the past 3 months, prompting closer scrutiny of the company’s fundamentals and valuation. See our latest analysis for SPS Commerce. At a share price of US$61.92, SPS Commerce’s...

Cloudflare (NET) just followed its strongest quarter of 2025 with fresh numbers and 2026 guidance, giving investors new reference points on growth, profitability progress, and how AI driven demand might shape the business. See our latest analysis for Cloudflare. The recent earnings beat and upbeat 2026 revenue guidance have helped lift sentiment, with a 5.77% 1 day share price return and 12.72% 7 day share price return. The 3 year total shareholder return above 200% indicates that longer term...

Douglas Emmett (DEI) is back in focus after its latest earnings update highlighted strong fourth quarter results, with positive office leasing absorption, full multifamily occupancy, and progress on several high-profile redevelopment projects in coastal markets. See our latest analysis for Douglas Emmett. The recent earnings update comes after a challenging run for investors, with the 1 year total shareholder return at a loss of 37.28% and the 5 year total shareholder return down 56.73%...

As February begins, the U.S. stock market has shown significant strength, with major indexes like the Dow Jones Industrial Average and S&P 500 posting notable gains. This positive momentum in the market presents a timely opportunity to explore stocks that might be trading below their estimated fair value. Identifying undervalued stocks requires careful analysis of both market conditions and individual company fundamentals, offering potential for investors seeking value in a robust financial...

As February begins, major U.S. stock indexes have shown strength, with the Dow Jones Industrial Average adding 515 points and the S&P 500 nearing a record high. In this robust market environment, companies with strong insider ownership and impressive revenue growth can be particularly appealing to investors looking for potential opportunities in the growth sector.

As February 2026 begins, U.S. stock markets have shown a strong start with major indexes like the Dow Jones and S&P 500 posting significant gains. This positive momentum sets an intriguing backdrop for investors exploring various segments of the market, including penny stocks. Although often seen as a relic from past trading eras, penny stocks—typically representing smaller or newer companies—continue to offer potential growth opportunities when backed by robust financial health. In this...

As February begins, the United States stock market is experiencing a positive momentum with major indexes like the Dow Jones and S&P 500 showing significant gains. Against this backdrop of economic optimism, investors are increasingly looking toward small-cap stocks as potential opportunities for growth, especially as U.S. factory activity shows signs of expansion for the first time in a year. In this environment, identifying stocks that combine strong fundamentals with unique market...

Varonis Systems (VRNS) is back in focus after a cluster of analyst upgrades, the announced purchase of AllTrue.ai for US$125 million, and fresh earnings that topped market expectations despite ongoing securities class action lawsuits. See our latest analysis for Varonis Systems. Despite the recent analyst upgrades and the AllTrue.ai deal, Varonis' 30 day share price return of 24.34% and year to date share price return decline of 20.85%, alongside a 1 year total shareholder return decline of...

Kilroy Realty Corporation’s fourth-quarter 2025 results showed revenue of US$272.19 million and net income of US$12.44 million, alongside US$16.26 million in real estate asset impairments, and the company issued 2026 net income guidance of US$70.80 million to US$95.04 million (US$0.59 to US$0.79 diluted EPS). These figures, combined with concerns that its long-running dividend is not covered by free cash flow, have sharpened investor focus on cash generation and capital allocation. Next,...

On February 12, 2026, Solaris Power Solutions, an indirect subsidiary of Solaris Energy Infrastructure, signed a Master Equipment Rental Agreement with Hatchbo to supply more than 500 megawatts of power generation equipment for AI data centers starting January 1, 2027, under a 10-year initial term with extension and early-termination provisions. A parent-company guaranty covering at least half of the future rental fees and a framework to convert the rental into a long-term power purchase...

In recent months, Tesla has reported falling vehicle deliveries, sharp sales declines in key markets like the US and China, and plans to discontinue its Model S and Model X while committing over US$20 billion of 2026 capital spending toward robotaxis, Optimus humanoid robots, AI infrastructure, and large-scale solar and storage projects. These moves suggest Tesla is attempting to reinvent itself from a pure EV maker into a broad “physical AI” and energy platform company, but execution risks,...

Sunrun announced that its distributed power plant programs have reached national scale, with participation growing roughly fivefold. The company reported record grid support across several states during periods of peak demand and emergencies. These programs are being built in partnership with companies such as Ford, Tesla and utilities including PG&E. For investors watching Sunrun (NasdaqGS:RUN), the rapid expansion of these programs arrives after a mixed share price record. The stock last...

Adtalem Global Education Inc. has changed its corporate name to Covista Inc. (NYSE:ATGE). The name change includes amendments to corporate documents to reflect the new identity. This corporate rebranding is positioned as a material update for shareholders, creditors, and business partners. Covista Inc., still trading under the ticker NYSE:ATGE, operates in the education sector, where providers are adjusting to ongoing shifts in demand for flexible learning, credentialing, and workforce...

Pinterest (PINS) is back in focus after mixed quarterly results sent shares sharply lower, as weaker than expected guidance and tariff related pullbacks from key retail advertisers raised fresh questions about growth and monetization. See our latest analysis for Pinterest. The sharp post earnings drop fits into a wider downtrend, with a 30 day share price return of 40.5% and a 1 year total shareholder return decline of 60.3%, pointing to fading momentum as advertisers reassess risk and...

Why Patria Investments Is On Investors’ Radar Today Patria Investments (PAX) is drawing fresh attention after recent trading left the shares around $13.91, with the stock showing a mixed return profile over the past year and past 3 months. See our latest analysis for Patria Investments. While the 30 day share price return of 20.15% decline and 7 day decline of 4.53% suggest fading short term momentum, the 1 year total shareholder return of 14.77% still reflects a more supportive longer term...

Alphabet (NasdaqGS:GOOGL) has completed a US$32b multi currency bond sale, including a rare 100 year century bond, to fund AI infrastructure expansion. The company has received regulatory approval for its US$32b acquisition of cybersecurity firm Wiz. Alphabet also announced plans for a US$10b data center campus in Kansas City as part of its AI and cloud build out. Alphabet, the parent of Google and YouTube, sits at the center of search, online advertising and cloud computing, with AI now...

TeraWulf (NasdaqCM:WULF) is shifting its core focus from Bitcoin mining to building AI focused infrastructure. The company has sold its Bitcoin holdings and is acquiring new industrial sites intended to roughly double its power capacity. Management has lifted earnings expectations, with several major analysts updating their views on the stock. TeraWulf begins this transition with a share price of $16.26 and a very large 3 year return of about 25x, plus a 233.9% gain over the past year. Even...

Estée Lauder Companies (EL) recently reported fourth quarter results that matched revenue expectations, raised its full year Adjusted EPS guidance, and pointed to better operating margins, even as makeup and North America trends remain pressured. See our latest analysis for Estée Lauder Companies. The share price reaction around the recent earnings, guidance update, and dividend affirmation has been mixed. A 9.32% 7 day share price return contrasts with a 5.92% 1 month share price decline and...

Medical Properties Trust (MPT) continues to attract attention as investors weigh its recent share performance against underlying fundamentals, including US$1,009.16m in revenue and a net loss of US$707.946m, alongside mixed total return figures across different timeframes. See our latest analysis for Medical Properties Trust. Recent trading reflects this mixed picture, with a 1 day share price return of 2.16% decline contrasted with a 30 day share price return of 4.62% and a 1 year total...

The US Federal Trade Commission is escalating its probe into Microsoft (NasdaqGS:MSFT), examining licensing, bundling, and how AI and cloud services are combined across its enterprise portfolio. Microsoft has joined other major technology companies to launch the Trusted Tech Alliance, a group focused on governance and security standards for digital infrastructure and AI. Microsoft and OpenAI are addressing national security and AI competition concerns, including questions about access to...

SanDisk (NasdaqGS:SNDK) is seeing a surge in demand for its NAND flash storage tied to AI driven data center expansion. The company, now an independent pure play NAND manufacturer after its spin off from Western Digital, reports fully booked manufacturing capacity. SanDisk is rolling out new high performance NAND products while customers secure long term supply contracts, indicating sustained supply tightness. If you care about the plumbing behind AI, SanDisk (NasdaqGS:SNDK) now sits right...

In February 2026, CareTrust REIT reported fourth-quarter and full-year 2025 results showing sharply higher revenue and net income, alongside funds from operations (FFO) of US$104.1 million, or US$0.47 per share, and issued 2026 guidance for net income of US$1.45–US$1.50 per share and FFO of US$1.90–US$1.95 per share. The company highlighted what it called a transformational 2025, completing about US$1.80 billion of investments, entering the U.K. care home and SHOP markets, and maintaining...