U.S. Interactive Media and Services Stock News

Assurant (AIZ) has drawn fresh attention after reporting fourth quarter and full year 2025 results, alongside the launch of Assurant Home Warranty, a new real estate channel partnership reaching roughly 300,000 agents. See our latest analysis for Assurant. The latest earnings release and home warranty launch have come alongside mixed share price momentum, with a 7 day share price return of 3.14% but a 30 day share price return decline of 3.89%, while the 1 year total shareholder return of...

In February 2026, SiriusPoint Ltd. reported fourth-quarter 2025 revenue of US$973.7 million and net income of US$244 million, with full-year revenue of US$3.21 billion and net income of US$459.6 million, and announced its Board would consider a share repurchase program. Beyond the headline growth in earnings per share, SiriusPoint’s shift toward less volatile lines and improved diluted book value per share underline a business mix that is becoming more resilient and capital-efficient. With...

In February 2026, First American Financial Corporation reported past fourth-quarter 2025 results showing revenue of US$2,049.7 million and net income of US$211.9 million, with diluted earnings per share from continuing operations of US$2.05, all higher than the prior year. For full-year 2025, the company delivered revenue of US$7,452.2 million and net income of US$621.8 million, indicating a much stronger earnings profile while reporting no share repurchases under its July 2025 buyback...

Carpenter Technology Corporation recently announced that CEO Tony R. Thene will step down on July 1, 2026, with current President and COO Brian Malloy taking over as President and CEO while Thene transitions to Executive Chairman on the same date. Malloy’s deep operational background across aerospace, defense, and energy end-markets positions him to steer Carpenter’s specialty alloys business as it pursues growth in these technically demanding applications. We’ll now examine how this planned...

Recent share performance and what it might signal Axcelis Technologies (ACLS) shares closed at US$80.16, with recent returns showing a 0.6% decline over the past day, 15.2% over the past week, 12.0% over the past month, and 3.1% over the past 3 months. See our latest analysis for Axcelis Technologies. While the recent 7 day and 30 day share price returns are negative, Axcelis Technologies still shows a 1 year total shareholder return of 26.6%, set against a weaker 3 year record and stronger 5...

Baker Hughes (BKR) is back in focus after two recent announcements: a green hydrogen storage collaboration with Vallourec, and a large gas turbine award for U.S. data center power projects tied to growing AI demand. See our latest analysis for Baker Hughes. Those hydrogen and data center power deals arrive after a strong run in Baker Hughes’ share price, with a 30-day share price return of 15.37% and a year-to-date share price return of 31.97%, while the 1-year total shareholder return is...

LGI Homes (LGIH) is back in focus after its latest earnings release, where both quarterly and full year net income and earnings per share declined sharply, and 2026 guidance pointed to more cautious expectations. See our latest analysis for LGI Homes. LGI Homes' latest results and more cautious 2026 guidance come after a mixed price run. The company has recorded a 1-month share price return of 8.3% and a year to date share price return of 33%, set against a 1-year total shareholder return...

Black Stone Minerals has already released its fourth-quarter 2025 earnings (on 23 February 2026 after the market close), with analysts beforehand expecting revenue to rise 17.1% year over year and earnings per share of $0.27. Investor interest has been driven by earlier upward revisions to earnings and revenue forecasts and the partnership’s history of outperforming analyst expectations in prior quarters. We’ll now examine how this earnings release, and the earlier upward revisions to...

What recent returns say about DICK'S Sporting Goods (DKS) DICK'S Sporting Goods (DKS) has traded in a relatively tight range recently, with a 1-day return of 1.7%, about 2.5% over the past week, and flat performance over the past month. Over longer periods, the stock shows mixed results, with a small negative total return over the past year, while the past 3 months are essentially unchanged and multiyear returns remain positive. See our latest analysis for DICK'S Sporting Goods. With the...

FTAI Aviation (FTAI) is expanding beyond jet leasing and repair. The company plans to sell modified Boeing 737 engines as natural gas turbines to power data centers, targeting energy demand tied to AI related computing growth. See our latest analysis for FTAI Aviation. The recent engine repurposing push comes on top of a 78.37% 3 month share price return and a very large 5 year total shareholder return, suggesting momentum has been strong as investors reassess both growth potential and...

NVR, Inc. recently announced a new share repurchase program authorizing up to US$750 million of stock buybacks, alongside fourth quarter earnings that exceeded analyst expectations. At the same time, NVR is pursuing a 1,010‑unit residential development in Prince William County, highlighting its push into large-scale regional housing projects. Next, we’ll examine how the strong quarterly earnings beat influences NVR’s investment narrative and longer-term business positioning. This technology...

Capital Clean Energy Carriers (CCEC) recently completed a €250 million unsecured bond issuance in Greece, with 3.75% coupon bonds maturing in 2033. The proceeds are intended for debt repayment, capital expenditures, and working capital. See our latest analysis for Capital Clean Energy Carriers. The bond issuance comes as the share price sits at $23.09, with a 30-day share price return of 7.63% and a 90-day share price return of 15.68%. The 1-year total shareholder return of 31.05% and 5-year...

Sompo cloud deal puts Guidewire’s insurance platform in the spotlight Guidewire Software (GWRE) stock moved after Sompo Group agreed to expand its use of Guidewire’s cloud and AI tools across global operations, building on a 12 year relationship between the two companies. See our latest analysis for Guidewire Software. The Sompo agreement and the recently expanded US$500m share buyback come after a tougher stretch for the stock, with a 30 day share price return of -20.23% and a year to date...

Expanded credit facility draws fresh attention to Gold.com Gold.com (GOLD) has amended its revolving credit agreement, lifting total commitments to US$427.5 million and raising several financing and leasing limits. This move directly affects its available liquidity profile. See our latest analysis for Gold.com. The credit agreement amendment lands at a time when momentum in Gold.com’s shares has been strong, with a 36.44% 1 month share price return, 121.38% 3 month share price return and a...

Nektar Therapeutics (NKTR) shares are back in focus after the company announced a research collaboration with the University of California, San Francisco and MS expert Dr. Stephen Hauser to study its TNFR2 agonist antibody NKTR-0165. See our latest analysis for Nektar Therapeutics. The UCSF collaboration headlines a very strong run for Nektar, with a 30 day share price return of 98.68% and a year to date share price return of 69.81%. The one year total shareholder return is very large, and...

AngloGold Ashanti plc has already reported its fourth-quarter and full-year 2025 results, nearly tripling annual net income to US$2.64 billion and declaring a Q4 interim dividend of US$1.73 per share, payable on 27 March 2026 with a 13 March 2026 record and ex-dividend date. This combination of sharply higher earnings, record free cash flow of about US$2.90 billion, and a total US$1.80 billion in 2025 dividends highlights how recent operational improvements and higher realised gold prices...

Trip.com Group recently disclosed that it is under investigation by China’s market regulator for potential antitrust violations, prompting the Rosen Law Firm to review whether shareholders were misled by earlier business disclosures. The emergence of a prospective class action tied to the antitrust probe highlights growing legal and regulatory scrutiny that could influence Trip.com Group’s governance and risk profile. We’ll now examine how the antitrust investigation and emerging shareholder...

In February 2026, NetScout Systems extended its Omnis AI Insights platform to communications service providers, introducing Omnis AI Sensor and Omnis AI Streamer to convert raw network telemetry into real-time, AI-ready smart data across 5G, RAN, Core, MEC, and transport domains. This move directly targets one of telecom operators’ largest AI hurdles, data quality and readiness, by offering curated, high-fidelity feeds designed to support agentic AI for customer experience, network...

MoonLake Immunotherapeutics recently reported positive Phase 2 S-OLARIS trial results showing that its tri-specific Nanobody sonelokimab achieved clinically meaningful benefits in patients with axial spondyloarthritis, including high ASAS40 response rates by Week 12 and reductions in joint inflammation markers. The data also suggested a potential effect on osteoblast activity in affected joints, raising interest in whether sonelokimab might influence longer-term disease progression in axial...

Riot Platforms (RIOT) is back in focus after activist investor Starboard Value pressed management to accelerate its shift from bitcoin mining into AI and high performance computing data centers, highlighting the recent long term AMD lease. See our latest analysis for Riot Platforms. Those calls for faster change come after a choppy year for Riot’s share price, with a recent 7 day share price return of 3.02% and a 30 day share price return of a 9.26% decline, set against a 1 year total...

Simon Property Group recently announced that CEO David Simon resigned from the Supervisory Board of European retail real estate company Klépierre S.A. on February 19, 2026, while also advancing a major luxury-focused redevelopment of the former Neiman Marcus space at Copley Place in Boston. Together, these developments highlight Simon’s evolving approach to European governance and its continued emphasis on remixing premier properties to attract high-end retailers and experiential dining...

AI competition spotlight on Qualys Interest in Qualys (QLYS) has picked up after Anthropic announced Claude Code Security, an AI tool that autonomously scans codebases and suggests patches, prompting investors to reconsider how emerging AI products could affect established cybersecurity platforms. See our latest analysis for Qualys. Qualys has been under pressure for a while, and the 10.21% one day share price decline tied to the Claude Code Security headlines comes on top of a 28.05% 30 day...

Vishay Intertechnology (VSH) has just rolled out two AEC-Q200 qualified thick film resistor series, aimed at ultra compact designs and sulfur rich environments, prompting fresh attention on how this product push intersects with the stock. See our latest analysis for Vishay Intertechnology. Vishay Intertechnology’s recent resistor launches come at a time when the share price is US$19.67, with a 90 day share price return of 53.07% but a 5 year total shareholder return decline of 8.93%,...

On 17 February 2026, Path Robotics announced a memorandum of understanding with Huntington Ingalls Industries to explore integrating its physical AI welding technology into HII’s shipbuilding operations, targeting autonomous capability development, workforce training, and an intellectual property framework for AI-based welding systems. The partnership’s focus on AI-driven autonomous welding that can adapt to complex, real-world shipyard conditions highlights how automation could reshape...