U.S. Interactive Media and Services Stock News

NYSE:KR
NYSE:KRConsumer Retailing

Assessing Kroger (KR) Valuation After Greg Foran’s CEO Appointment And Merger Setback Resolution

Kroger (KR) shares were in focus after the company named former Walmart U.S. chief Greg Foran as CEO, with investors weighing how his turnaround and digital experience could shape the grocer's next phase. See our latest analysis for Kroger. The CEO appointment comes on top of a solid run in the shares, with a 12.8% 1 month share price return and a 13.2% year to date share price return. The 5 year total shareholder return of 139.9% points to momentum that has been building over time. If this...
NasdaqGS:CBC
NasdaqGS:CBCBanks

Does Central Bancompany’s Dividend Policy Reveal Its True Capital Priorities For CBC Investors?

Central Bancompany, Inc. previously announced a quarterly dividend of US$0.1200 per share, payable on March 2, 2026, to shareholders of record as of February 20, 2026, with the same date as the ex-dividend date. This dividend update highlights how the bank is currently returning cash to shareholders, offering another lens on its capital deployment choices. We’ll now examine how this quarterly dividend decision fits into Central Bancompany’s broader investment narrative and capital allocation...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku Bets On Bundles AI And Ad Tech While Valuation Signals Opportunity

Roku plans to launch new streaming bundles and expand its ad free subscription tier, Howdy, to additional platforms in 2026. The company is incorporating generative AI into content recommendations and advertising tools. Roku is also forming new ad tech partnerships, including with Amazon Ads, to support its platform and advertising products. Roku (NasdaqGS: ROKU) is moving further beyond its hardware roots by leaning into bundled services, original content, and a broader subscription...
NYSE:DECK
NYSE:DECKLuxury

What Deckers Outdoor (DECK)'s New UGG Celebrity Campaign and Spring 2026 Line Means For Shareholders

In recent weeks, UGG® (a division of Deckers Brands) launched its Spring 2026 clogs and mules collection inspired by the Tasman line, while appointing rapper Central Cee and Olympic snowboarder Su Yiming as the faces of a new versatility-focused campaign. This combination of fresh product innovation and high-profile marketing underscores Deckers Outdoor’s ongoing efforts to keep UGG® culturally relevant and deepen global consumer engagement. We’ll now examine how this new UGG® campaign,...
NYSE:GLW
NYSE:GLWElectronic

Is Meta Fiber Deal And Margin Milestone Altering The Investment Case For Corning (GLW)?

In recent weeks, Corning announced it had completed a long-running US$2.03 billion share repurchase program, affirmed a quarterly dividend of US$0.28 per share payable on March 30, 2026, and secured a multiyear US$6 billion fiber-optic supply agreement with Meta for AI data centers. Together with reaching its 20% operating margin goal ahead of schedule and expanding optical capacity, these moves highlight Corning’s deepening role in AI infrastructure and its focus on returning cash to...
NYSE:KN
NYSE:KNElectronic

Did Strong Q4 Results and Completed Buybacks Just Shift Knowles' (KN) Investment Narrative?

In early February 2026, Knowles Corporation reported fourth-quarter 2025 sales of US$162.2 million and net income of US$21 million, alongside full-year 2025 sales of US$593.2 million and net income of US$44.2 million, while also completing a US$271.5 million share repurchase program totaling 14,946,544 shares since 2020. These results, coupled with first-quarter 2026 guidance of US$143 million to US$153 million in revenue and US$0.09 to US$0.13 in diluted EPS from continuing operations,...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom Wi-Fi 8 Launch Tests Valuation As AI Network Demand Grows

Broadcom (NasdaqGS:AVGO) has introduced what it calls the industry's first Wi-Fi 8 access point and switch solution for AI ready enterprise networks. The new platforms integrate accelerated processing, advanced analytics, and end to end security into a single architecture for real time AI applications. The launch targets enterprises dealing with heavier AI workloads and expanding telemetry data across their wireless networks. For investors watching NasdaqGS:AVGO, this move comes as the...
NYSE:MSCI
NYSE:MSCICapital Markets

Baron Fund Backs MSCI While Weighing AI Risks And Valuation Potential

Baron Durable Advantage Fund identified MSCI (NYSE:MSCI) as its largest new portfolio addition in its Q4 2025 letter. The fund highlighted MSCI's role in index, analytics, and data services while also flagging AI related headwinds for the business. This combination of fresh capital and risk commentary has brought new attention to MSCI's position within information services. MSCI sits at the center of index creation, portfolio analytics, and data services that many asset managers rely on...
NYSE:ARI
NYSE:ARIMortgage REITs

What Apollo Commercial Real Estate Finance (ARI)'s Return To Full-Year Profitability Means For Shareholders

Apollo Commercial Real Estate Finance recently reported its fourth-quarter 2025 results, with net income of US$29.2 million and earnings per share of US$0.18, alongside full-year net income of US$126.72 million after a prior-year loss. The shift from a full-year net loss in the previous period to profitability in 2025 highlights a significant turnaround in the company’s earnings profile. Now, we’ll examine how this move back to full-year profitability reshapes Apollo Commercial Real Estate...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron’s Early HBM4 Ramp And Massive US Buildout Test Valuation

Micron Technology has started volume production of its next generation HBM4 memory a quarter earlier than planned. The company reports its entire 2026 HBM capacity is already committed under multi year agreements. Micron is investing US$100b in a new semiconductor facility in New York and committing a further US$200b to expand DRAM production. For investors watching NasdaqGS:MU, this news comes on top of a share price of US$411.66 and very strong multi year returns. The stock is up 10.3%...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

A Look At Freddie Mac (OTCPK:FMCC) Valuation After Q4 And Full-Year 2025 Earnings And Conservatorship Concerns

Federal Home Loan Mortgage (FMCC) is back in focus after reporting Q4 and full-year 2025 results, with net income down 14% in the quarter and 10% for the year. See our latest analysis for Federal Home Loan Mortgage. The Q4 and full year earnings update comes after a tough stretch for the share price. The 1 month share price return shows a decline of 9.77% and the 90 day share price return shows a decline of 32.46%. However, the 1 year total shareholder return of 6.45% and a very large 3 year...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Cloud AI Update - Nordic Expansion Fuels AI Infrastructure Growth in Finland

3 E Network Technology Group Limited has announced the strategic positioning of its Mikkeli, Finland project as a Nordic Compute Gateway, enhancing its global AI compute strategy. This initiative aims to expand AI infrastructure in the Nordic region, leveraging Finland's geopolitical stability and low-carbon resources. The project responds to evolving demands in high-performance computing by deploying AI-native nodes adapted for next-generation chip architectures. The development highlights a...
NYSE:AR
NYSE:AROil and Gas

Antero Resources Reshapes Footprint With Early HG Energy Deal Completion

Antero Resources (NYSE:AR) has closed its acquisition of HG Energy ahead of schedule. The deal expands core acreage and drilling inventory in West Virginia and is the largest transaction in Antero’s history. The company paired the acquisition with a sale of non core Ohio Utica assets, reshaping its operating footprint. Management highlights a longer inventory life, cost reductions, and room for further debt reduction and share repurchases. For investors watching NYSE:AR, this update comes...
NYSE:AEM
NYSE:AEMMetals and Mining

Is It Too Late To Consider Agnico Eagle Mines (AEM) After Its 125% One Year Surge?

If you are wondering whether Agnico Eagle Mines is priced attractively after its strong run, this article will walk you through how the market might be valuing the stock today. The share price recently closed at US$216.59, with returns of 2.2% over 7 days, 9.7% over 30 days, 27.1% year to date and 125.4% over 1 year. The 3 year and 5 year returns sit at very large multiples of the starting price. Recent coverage of Agnico Eagle Mines has focused on its position as a major precious metals...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After Upgraded Earnings Outlook And Tia Maria Project Updates

Why Southern Copper is back in focus Southern Copper (SCCO) is drawing fresh attention after earnings estimates were revised upward, alongside updates on its Tia Maria expansion plans, production mix at Buenavista, and a continued combination of cash and stock dividends. See our latest analysis for Southern Copper. The recent news builds on strong market interest, with a 59.26% 3 month share price return and a 1 year total shareholder return of 116.70%, indicating that momentum has been...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

How Strong 2025 Results and MRD-Focused 2026 Guidance At Adaptive Biotechnologies (ADPT) Has Changed Its Investment Story

In early February 2026, Adaptive Biotechnologies reported full-year 2025 results showing sales of US$276.98 million versus US$178.96 million a year earlier, and a net loss of US$59.5 million versus US$159.49 million, with basic loss per share from continuing operations improving to US$0.39 from US$1.08. On the same day, the company issued 2026 guidance for its measurable residual disease (MRD) business, projecting full-year revenue between US$255 million and US$265 million while withholding...
NasdaqGS:RNW
NasdaqGS:RNWRenewable Energy

ReNew Energy Global (NasdaqGS:RNW) Returns To Quarterly Loss And Tests Bullish Profitability Narrative

ReNew Energy Global (NasdaqGS:RNW) just posted Q3 2026 results with revenue of ₹25.1b and a small net loss of ₹198m, translating to basic EPS of ₹0.54 loss, setting a very different tone from the profits seen earlier in the year. The company has seen quarterly revenue move from ₹18.5b in Q3 2025 to ₹29.0b in Q4 2025, then to ₹39.0b in Q1 2026 and ₹36.3b in Q2 2026, with EPS swinging from a ₹10.70 loss in Q3 2025 to positive ₹6.91, ₹14.14 and ₹12.87 across those subsequent quarters before...
NYSE:CVI
NYSE:CVIOil and Gas

Is CVR Energy (CVI) Pricing Reflect Its DCF Upside After Recent Share Price Weakness

If you are wondering whether CVR Energy's current share price really lines up with its underlying worth, you are in the right place because this article focuses squarely on what the numbers say about value. The stock closed at US$23.17, with a 7 day return of 4.3% decline, a 30 day return of 0.6% decline, a year to date return of 8.0% decline, a 1 year return of 25.3%, a 3 year return of 12.8% decline and a 5 year return of 95.6%. Recent price moves sit against a backdrop of ongoing interest...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Constellation Energy Weighs Rate Caps Data Center Deals And Calpine Acquisition

Regulators in the Mid Atlantic region are proposing electricity rate caps that could affect Constellation Energy’s wholesale power revenues. Constellation Energy, ticker NasdaqGS:CEG, has secured all of its PJM auction capacity at the approved price cap. The company recently announced long term power agreements with large data center customers including Microsoft, Meta Platforms, and CyrusOne. Constellation is pursuing a US$26.6b acquisition of Calpine, expanding its generation footprint...