U.S. Infrastructure Stock News

M&T Bank (MTB) shares have delivered mixed results this year, with returns slipping over the past 3 months. Investors are weighing the bank's steady growth in revenue and net income as they consider shifting market sentiment. See our latest analysis for M&T Bank. M&T Bank’s share price has lost momentum recently, with a 90-day share price return of -8.5 percent and a year-to-date dip of 3.2 percent. However, longer-term holders have still seen solid gains, as the bank’s five-year total...

Ducommun (DCO) shares recently traded down around 2% for the day, reflecting a dip that stands out after a strong run this year. Investors seem focused on what could be driving the shift as the stock cools off. See our latest analysis for Ducommun. This recent pullback comes after an impressive stretch for Ducommun, with a 36.5% share price return so far in 2024 and a robust 33.2% total shareholder return over the past year. Despite the short-term dip, long-term momentum still looks solid,...

Nurix Therapeutics (NRIX) shares have started to draw renewed interest after J.P. Morgan’s Tessa Romero initiated coverage with an upbeat perspective. When a major bank weighs in, investors often pay close attention. See our latest analysis for Nurix Therapeutics. Momentum has swung sharply for Nurix Therapeutics, as the 44% share price return over the past month and an impressive 51% gain in the last 90 days have more than offset this year’s earlier slump. Positive analyst attention and...

Curious if Apple is still a bargain after all its gains, or if it is starting to look overvalued? You're definitely not alone in asking that, especially with so many headlines swirling around this stock. Apple’s share price has seen plenty of ups and downs lately, slipping 2.5% over the past week but still up 17.0% over the last year and an impressive 135.7% across five years. This hints at both growth potential and constantly shifting sentiment. Recent news has highlighted Apple's bold...

Arthur J. Gallagher (AJG) shares have shown some volatility lately, with the stock down about 11% over the past month. Investors are watching closely, especially as broader market trends in insurance create new opportunities and risks. See our latest analysis for Arthur J. Gallagher. Despite its recent dip, Arthur J. Gallagher’s share price still reflects a strong long-term story. While the past month saw an 11% decline and the year-to-date share price return is negative, the company’s...

Prominent investor Bill Ackman has put a spotlight on Federal National Mortgage Association (FNMA) this week, urging the Trump administration to hold off on any hasty plans for a public offering. His detailed reform plan is drawing new scrutiny to Fannie Mae's future and prospects for existing shareholders. See our latest analysis for Federal National Mortgage Association. Fannie Mae’s shares have ridden a volatile wave this year, highlighted by a remarkable year-to-date price return of...

On November 20, 2025, Getty Realty Corp. announced it had raised US$250 million by issuing 5.76% Senior Unsecured Notes with a ten-year term through a private placement, with funding scheduled for January 22, 2026. This significant capital raise marks a substantial addition to Getty Realty’s funding resources, potentially enhancing its financial flexibility and long-term growth capacity. Now, we’ll consider how access to US$250 million in new long-term debt funding could reshape Getty’s...

On November 10, 2025, Ellington Financial Inc. announced that its Board of Directors declared a monthly dividend of US$0.13 per common share, payable December 31, 2025, to stockholders of record as of November 28, 2025. This recent dividend affirmation comes as the company reports 13% quarter-over-quarter growth in distributable earnings, driven by increased exposure to commercial mortgages and solid performance across its core segments. We’ll explore how Ellington’s expanded allocation to...

In recent days, Southern Copper has attracted heightened investor attention after analysts raised earnings estimates for the current quarter and coming years, following a streak of outperformance versus consensus expectations. This trend of upward revisions and consistent results has shone a spotlight on the company's operational momentum and growth outlook. We'll explore how strong analyst optimism and increased investor interest might influence Southern Copper's broader investment...

In the days leading up to Edwards Lifesciences’ annual investor day, Piper Sandler reaffirmed its Overweight rating on the company, emphasizing the potential for growth in the U.S. TAVR franchise and TMTT program following stronger-than-expected quarterly results and analyst upgrades. This analyst optimism highlights increasing confidence in Edwards Lifesciences’ innovation pipeline and management strategy as key themes ahead of its investor event. We’ll explore what Piper Sandler’s renewed...

On November 13, 2025, Graham Holdings completed a US$500 million private offering of senior unsecured notes due 2033 at a 5.625% interest rate, with plans to amend its revolving credit facility and increase lender commitments to US$400 million. This financial restructuring aims to redeem existing higher-interest debt, refinance outstanding borrowings, and may signal a shift in the company's capital strategy and risk profile. We'll examine how the decision to replace and refinance debt...

Earlier this week, Sirius XM Holdings Inc. announced that Zac Coughlin will become its next Chief Financial Officer effective January 1, 2026, succeeding Tom Barry, and reaffirmed its full year 2025 guidance as previously provided. Coughlin joins with a nearly 30-year track record across global consumer brands, highlighting SiriusXM’s focus on financial continuity and leadership depth during an important phase of its operational evolution. We’ll explore how the appointment of an experienced...

Earlier this week, Kyndryl announced a renewed three-year partnership with Vodafone Idea to modernize the telecom operator’s IT operations, enhance cyber resilience, and deploy advanced automation frameworks. In tandem, Kyndryl also unveiled new Agentic AI offerings and released a sustainability study with Microsoft, highlighting its deepening influence in digital transformation, security, and ESG-driven IT solutions globally. Kyndryl’s rapid rollout of AI-driven service models, particularly...

On November 18, 2025, Tenet Healthcare announced the issuance of US$1.5 billion in senior secured first lien notes due 2032 and US$750 million in senior notes due 2033, using the proceeds to refinance existing higher-interest debt. This refinancing effort, combined with a US$1.5 billion increase to the company’s share repurchase program, highlights management’s confidence in operational performance and commitment to boosting shareholder value. We’ll explore how the debt restructuring and...

Affiliated Managers Group (AMG) is making waves after announcing several new partnerships and a strategic tie-up with Brown Brothers Harriman. The company aims to expand its alternative credit offerings in the U.S. wealth market. See our latest analysis for Affiliated Managers Group. AMG’s new partnerships come as momentum continues to build. Its share price is up nearly 36% year-to-date, adding to a stellar 1-year total shareholder return of 35.6%. This run reflects optimism about AMG’s...

Sportradar Group AG recently presented at the 14th Annual ROTH Technology Conference in New York, with senior investor relations executives discussing business developments and market outlooks. This comes as the company grapples with heightened regulatory scrutiny regarding its involvement in sports betting markets that lack clear oversight. We'll examine how concerns about regulatory uncertainty and Sportradar's exposure to less-regulated jurisdictions may impact its investment...

Looking for clues on whether Shift4 Payments is a bargain or a bubble? You are not alone, and savvy investors know that value can hide in plain sight. The stock has seen a turbulent ride lately, with shares down 14.7% over the last month and dropping 39.4% year-to-date, despite an impressive 45.5% gain over three years. Recent headlines have focused on Shift4 Payments’ ambitious expansion plans and key partnership announcements, drawing renewed interest from investors and market-watchers...

Ralph Lauren (NYSE:RL) just launched a fresh collaboration with Indigenous-led brand TOPA through its Artist in Residence program. The new collection pairs rich cultural craftsmanship with Polo Ralph Lauren’s classic aesthetic, making heritage a centerpiece. See our latest analysis for Ralph Lauren. Ralph Lauren’s newest collaboration rides a wave of positive shareholder momentum, with the 1-year total shareholder return standing at an impressive 60.02% and the share price up 41.2%...

ON Semiconductor (ON) shares were in focus this week as investors took stock of the company’s recent performance. The semiconductor maker’s stock has seen double-digit losses over the past month, which has prompted discussion about its next steps. See our latest analysis for ON Semiconductor. While ON Semiconductor’s 1-day share price return of -2.65% and a 7-day slide of -6.71% are grabbing attention, what really stands out is the broader picture: the company faces a year-to-date share price...

Alaska Air Group (ALK) has made a series of key leadership appointments, with its board electing four experienced executives to senior roles across Alaska Airlines and Horizon Air. The moves highlight a renewed focus on operational leadership and company culture. See our latest analysis for Alaska Air Group. Alaska Air Group’s recent wave of leadership appointments comes at a challenging moment for the stock. While the company has taken meaningful steps to reinforce operational excellence,...

Wondering if Zscaler is truly worth its current price? This article will help you cut through the noise and see what’s really under the hood. Despite a rapid 54.0% rally so far this year, Zscaler’s price has dipped nearly 10% over the past month, showing how quickly investor sentiment can shift. Recently, major cybersecurity sector headlines and news about industry partnerships have heightened both optimism and caution, fueling extra interest in players like Zscaler. High-profile breaches...

Nu Holdings Ltd. announced quarterly earnings on November 13, 2025, reporting third-quarter net income of US$782.47 million and basic earnings per share of US$0.1617, both higher than the prior-year period. The strong year-over-year gains in both net income and earnings per share point to sustained momentum as Nu Holdings expanded its digital banking footprint across key markets. Next, we explore how Nu Holdings’ robust third-quarter earnings performance could influence the company’s outlook...

Arm Holdings announced it will incorporate Nvidia's NVLink Fusion technology into its Neoverse platform to boost AI data center performance and simplify integration for major cloud providers. This partnership is expected to accelerate the adoption of specialized AI infrastructure, positioning Arm for increased influence among top hyperscalers such as Amazon, Microsoft, Google, and Meta. We’ll now explore how embedding Nvidia’s high-speed interconnect into Neoverse could shift Arm Holdings’...

Euronet Worldwide (EEFT) just released quarterly results showing revenue growth of 4% compared to last year. However, the numbers missed what analysts had been looking for, and that seems to be driving some investor caution. See our latest analysis for Euronet Worldwide. Despite Euronet Worldwide’s continued push into digital payments and recent innovations such as expanding its Dandelion platform, the company’s share price has recently taken a hit, with a 1-month share price return of...