U.S. Interactive Media and Services Stock News

Victoria's Secret & Co. recently announced second quarter earnings, reporting sales of US$1.46 billion and net income of US$16.23 million, alongside updated full-year guidance that lifts expected 2025 net sales to the US$6.33 billion–US$6.41 billion range. While net income decreased year-over-year, the company's increased annual revenue forecast suggests management anticipates improved business momentum in the coming months. We'll now explore how Victoria's Secret's raised full-year sales...

EV Realty and Prologis Mobility recently announced a collaboration to integrate their electric vehicle charging sites across key freight corridors in Northern and Southern California, aiming to provide unified access to high-power charging at logistics hubs. This partnership directly tackles a major barrier in commercial fleet electrification and highlights Prologis’s initiative to expand its role in sustainable logistics infrastructure. We'll examine how Prologis's EV charging collaboration...

Kyndryl Holdings has announced a US$2.25 billion multi-year investment in India focused on modernizing technology infrastructure, expanding AI development, and fostering digital skills, including the launch of a new AI lab and collaboration with the government on regulatory reforms. This large-scale initiative positions Kyndryl to tap into India’s rapidly growing AI and digital market while increasing access to advanced technology training across the country. We'll explore how Kyndryl’s...

In late August 2025, Rocket Lab announced major U.S. investments to expand its semiconductor manufacturing capacity, support supply chain security for space-grade solar cells and sensors, and completed the acquisition of Geost, aided by a US$23.9 million federal grant under the CHIPS and Science Act. This move highlights Rocket Lab’s rare position as one of only two U.S. companies specializing in high-efficiency, radiation-hardened space-grade semiconductors, strengthening domestic...

HCI Group (HCI) is turning heads after recent reports underscored the company’s strong market penetration and substantial growth in book value. For investors sorting through a crowded insurance sector, this capital strength stands out, particularly as peers grapple with industry headwinds. The conversation is shifting, with many wondering if HCI's balanced growth profile signals that more upside could be in store for shareholders. All this buzz follows an already impressive run for HCI. In...

Elevance Health (ELV) has been making headlines as it pushes past the boundaries of traditional insurance, diving deeper into primary care, digital health, and AI-driven healthcare platforms. These moves are more than buzzwords; they are driving measurable shifts, such as an 11% jump in Medicare Advantage memberships and a 5% uptick in individual sign-ups in the second quarter of 2025. Even as challenges persist in the ACA and Medicaid markets, Elevance is reminding investors of its...

On August 21, 2025, First Industrial Realty Trust announced it had filed for an At the Market Follow-on Equity Offering of US$800 million in common stock, signaling a significant move to raise additional capital. This substantial equity issuance provides the company with flexibility to pursue new investments or strengthen its balance sheet, but may also prompt investors to reassess expectations about funding strategies and potential dilution. We’ll explore how the decision to raise a large...

In the past week, Align Technology announced second quarter 2025 earnings that missed expectations, lowered its revenue outlook, and became the subject of a securities investigation by law firms. Alongside the disappointing results and legal scrutiny, the company completed a US$1.0 billion share buyback and launched a new US$1.0 billion repurchase program, while a major investment fund initiated a new position during recent market volatility. We will explore how the earnings miss and reduced...

Montrose Environmental Group recently announced it secured a 5-year contract to provide environmental remediation services for a major energy client’s legacy oil and gas sites across Western Canada. This long-term engagement underscores Montrose’s pivotal role in advanced site assessment and ecosystem restoration, supporting both regulatory closure and community impact by involving local subcontractors and addressing decades-old contamination. We'll now explore how this large-scale,...

Chemed Corporation recently reported adjusted second-quarter 2025 earnings per share that missed analyst expectations and lowered its full-year revenue and earnings guidance. An important insight is that this disappointing update also caused analyst sentiment to turn more negative, with consensus forecasts revised downward. We'll explore how management's reduced guidance and softer financial outlook could reshape Chemed’s long-term investment narrative and growth assumptions. We've found 19...

MGIC Investment recently reported earnings that surpassed analyst expectations, announced the repurchase of 7.1 million shares valued at US$180.7 million, expanded its share buyback authorization to US$750 million through 2027, and declared a dividend of 15 cents per share payable on August 21, 2025 to shareholders of record as of August 7, 2025. The combination of strong financial results, increased repurchase activity, and dividend declaration highlights management’s focus on returning...

If you’ve been watching Upwork (UPWK) lately, there’s a new twist worth your attention. The company just announced the launch of Lifted, a purpose-built subsidiary targeting enterprise clients with an all-in-one solution for global talent sourcing, contracting, and workforce management. What stands out is how Upwork is tying together previous acquisitions and technology partnerships to fill gaps that legacy platforms have not managed effectively, especially as more companies seek flexibility...

On August 26, 2025, V.F. Corporation and its subsidiaries entered into a new five-year US$1.50 billion senior secured revolving credit facility with a syndicate of major banks, replacing their previous agreement and including options for multinational and multicurrency borrowing. This expanded and flexible credit facility signals a concerted focus on debt management and financial discipline, providing additional liquidity for working capital and corporate initiatives. We'll examine how the...

Earlier in August 2025, QuidelOrtho Corporation secured over US$3 billion in new senior secured credit facilities and announced the appointment of Erich Wolff as Executive Vice President, Strategy & Corporate Development. This combination of expanded debt financing and executive leadership with deep healthcare sector experience marks a significant shift in both the company's financial flexibility and future business strategy. Now, we'll review how QuidelOrtho's strengthened balance sheet...

StoneX Group Inc.'s Payments Division recently announced a partnership with Bank Mendes Gans (BMG) to provide advanced cross-border payment services in over 140 currencies and 180 countries, utilizing StoneX's API-driven technology and extensive payment network. This collaboration gives BMG direct access to diverse and underserved currency corridors and introduces efficiencies such as faster settlements, payment data validation, and broader global reach. Let's explore how StoneX’s...

Popular, Inc. announced on August 22, 2025, that its Board of Directors approved a quarterly cash dividend of US$0.75 per share, payable on October 1, 2025 to shareholders of record as of September 12, 2025. This dividend increase highlights management's confidence in Popular's financial position and underlines its focus on delivering shareholder value through ongoing capital returns. Given this heightened commitment to shareholder returns, we'll now examine how the dividend decision...

Cencora, Inc. announced that D. Mark Durcan will become Chairman of its Board effective October 1, 2025, succeeding Steven H. Collis who has served in the role since 2016 and will retire at the end of the fiscal year. Durcan’s extensive leadership experience, including a CEO background in the technology sector and long tenure on Cencora’s board, suggests continuity and experienced oversight for the company during an evolving healthcare landscape. We’ll explore how this leadership transition...

If you have been following IREN (NasdaqGS:IREN), the company’s latest earnings announcement probably caught your eye. The firm reported a sweep of improvements compared to last year. Revenue for the full year leapt to $501 million from $187 million, and net income turned from a loss to a solid $86.9 million in the green. That shift from red to black, with positive earnings per share replacing last year’s losses, signals that something fundamental has changed in how this business is...

If you have been weighing your options with Western Union, now is a moment worth watching. The company just released second-quarter earnings that fell short of expectations and cut its full-year revenue and earnings targets. At the same time, Western Union is rolling out a new digital service in Peru, waiving transfer fees to capture remittance flows. Its CEO also recently joined a wave of insider buying, which suggests leadership still sees untapped value. This combination of mixed signals...

In August 2025, news emerged that The Coca-Cola Company is working with Lazard to review options for its Costa Coffee business, including a potential sale, as initial talks with private equity bidders progress and indicative offers are expected in early autumn. This development follows Coca-Cola's CEO expressing disappointment with Costa's performance relative to expectations and hints at broader changes in Coca-Cola's approach to the coffee segment. We'll explore how Coca-Cola's possible...

On August 20, 2025, CubeSmart and its operating partnership completed the sale of US$450 million in 5.125% senior notes due 2035, guaranteeing principal and interest payments, with net proceeds of about US$440.2 million expected to be used for repaying existing debt and general corporate purposes. This debt issuance signals a focused effort to strengthen CubeSmart's balance sheet and enhance long-term financial flexibility through proactive capital management. Now, we'll explore how...

BioMarin Pharmaceutical recently reported robust fiscal Q2 2025 results, highlighting meaningful year-over-year gains in revenue and earnings, alongside new long-term data showing five-year clinical benefit for its gene therapy ROCTAVIAN. Management also raised revenue guidance and will present at three major healthcare investor conferences in September, emphasizing momentum in the company's development pipeline and efforts to engage stakeholders on future growth prospects. We'll examine how...

Novocure recently announced that Spain's Ministry of Health has made Tumor Treating Fields (TTFields) therapy available nationwide through the Spanish National Health System for adults with newly diagnosed glioblastoma. This marks a pivotal step in expanding both patient access and public reimbursement for TTFields in a major European healthcare market. We'll examine how the breakthrough Spanish reimbursement milestone could accelerate NovoCure's international reach and reinforce its...

Lyft (LYFT) just landed in the headlines thanks to a major deal in California, where lawmakers, Governor Newsom, and the company agreed to allow rideshare drivers to unionize without changing their independent contractor status. At the same time, legislators are backing bills to reduce insurance expenses for rideshare firms, paving the way for lower operating costs. For investors, these regulatory changes are intriguing because they touch on everything from Lyft’s labor costs to the...