U.S. Interactive Media and Services Stock News

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...

In February 2026, Gilat Satellite Networks Ltd. reported full-year 2025 sales of US$451.66 million alongside new defense orders totaling about US$25 million from Israel’s and a European Ministry of Defense for advanced satellite communication systems. These contracts, together with management’s 2026 revenue guidance of US$500 million to US$520 million, highlight growing defense-related demand even as profitability metrics have not moved in line with the sharp increase in sales. Now we’ll...

In February 2026, Bausch Health Companies reported fourth-quarter 2025 revenue of US$2,796 million and a net loss of US$112 million, alongside full-year 2025 revenue of US$10.27 billion, net income of US$157 million, and a US$145 million goodwill impairment, while also issuing 2026 revenue guidance of US$10.63–US$10.88 billion. A day later, the company and its OraPharma dental unit marked the 25th anniversary of ARESTIN, currently the only FDA-approved locally applied antibiotic adjunct for...

In February 2026, Four Corners Property Trust reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$75.67 million and net income of US$29.44 million, and full-year revenue of US$294.13 million and net income of US$112.36 million. An interesting takeaway is that while full-year revenue and net income increased compared to the prior year, basic and diluted earnings per share from continuing operations only edged up slightly to US$1.09, highlighting the impact of...

In February 2026, Jefferies Financial Group issued multiple senior unsecured notes, including fixed- and step-up coupon bonds maturing in 2032, 2033, 2041 and 2056, to raise capital at par with modest issue discounts. The mix of long-dated, callable step-up and fixed-rate notes highlights Jefferies’ emphasis on flexible, unsecured funding across a wide range of maturities. We will now examine how this expanded use of long-dated, callable senior unsecured debt shapes Jefferies’ broader...

Universal (UVV) is back in focus after reporting third quarter and nine month results to December 31, 2025, showing lower sales and net income year on year, with no share repurchases completed. See our latest analysis for Universal. Universal’s recent earnings softness sits against a relatively steady share price, with a 90 day share price return of 3.9% and a 1 year total shareholder return of 7.26%. This suggests modest but ongoing momentum despite weaker quarterly results and inactive...

In February 2026, Weave and Planet DDS each announced new integrations of Synchrony’s CareCredit patient financing into their healthcare software platforms, while Synchrony also completed a US$750 million fixed-to-floating senior unsecured notes offering due 2032. Together, these moves deepen CareCredit’s role inside everyday healthcare workflows and give Synchrony added funding flexibility to support its embedded financing ambitions. Next, we’ll examine how embedding CareCredit into...

In February 2026, Regency Centers Corporation filed an omnibus shelf registration that covers common and preferred stock, depositary shares, warrants, purchase contracts, units, and debt securities of Regency Centers, L.P., giving it the legal framework to issue a wide range of securities as needed. This broad shelf registration expands Regency Centers’ optionality for future financing or corporate actions, which investors often watch closely for signals about potential development,...

Schneider National (SNDR) is back in focus after its latest 10-K highlighted operational results across Truckload, Intermodal, and Logistics, as well as acquisitions, debt reduction, share repurchases, and planned 2026 capital spending of $400 million to $450 million. See our latest analysis for Schneider National. At a share price of $29.31, Schneider National has seen a 35.63% 90-day share price return and a 9.1% 1-year total shareholder return, suggesting recent momentum has picked up...

Why Fabrinet (FN) is suddenly back on investors’ radar Fabrinet (FN) has jumped into focus after a 6.3% single-day move that followed quarterly results beating expectations and guidance that pointed to continued sequential growth supported by AI and data center optical demand. See our latest analysis for Fabrinet. That 6.3% 1 day share price move at a latest share price of $546.13 sits on top of a 16.97% 30 day share price return and a very large 5 year total shareholder return. Momentum has...

First BanCorp. has announced that long-serving Chief Financial Officer and Executive Vice President Orlando Berges will retire on June 30, 2026, with current Senior Vice President and Chief Accounting Officer Said Ortiz set to assume the CFO and Executive Vice President roles from July 1, 2026, following a planned transition period. The decision to elevate Ortiz, an internal leader with deep experience in the bank’s finance and control functions, signals an emphasis on continuity in...

Smurfit Westrock Plc has reported its fourth-quarter and full-year 2025 results, with quarterly sales edging up to US$7,580 million while net income fell to US$97 million, and full-year sales rising to US$31.18 billion alongside net income of US$699 million. Alongside these results, the company moved to close a paper machine and related extrusion facility in Quebec, signaling an effort to streamline its solid bleached sulfate portfolio and sharpen the competitiveness of its paperboard...

Booking Holdings (BKNG) is back in focus after Q4 2025 earnings topped revenue and adjusted EPS expectations, and management unveiled the company’s first-ever 25-for-1 stock split, which is set for early April. See our latest analysis for Booking Holdings. The Q4 beat and stock split arrive after a choppy stretch, with a 1-day share price return of 1.73% set against a 30-day share price return decline of 20.04% and a year to date share price return decline of 23.41%. Even so, the 3-year total...