U.S. Interactive Media and Services Stock News

Earlier this week, Guidewire Software reported a strong first quarter of fiscal 2026, highlighting record sales activity, raised full-year guidance, and eight new cloud deals, including major insurers The Hartford and Sompo. A key development was the rollout of AI-powered products like PricingCenter and UnderwritingCenter, which aim to make insurance pricing and underwriting more precise and efficient for property and casualty insurers. We’ll now examine how Guidewire’s stronger guidance and...

Nuclearelectrica’s approval of a 462 MW small modular reactor project at Romania’s Doicesti site, using NuScale Power (SMR) technology, gives investors a fresh reference point for this early stage nuclear stock. See our latest analysis for NuScale Power. Despite the Romania decision and fresh U.S. Department of Energy support for small modular reactors, NuScale’s share price return has been weak recently, with a 30 day share price return of 27.84% and a 1 year total shareholder return of a...

If you are wondering whether Willis Towers Watson is attractively priced today, you are not alone. The stock has drawn attention from investors trying to work out what a fair value looks like. The share price closed at US$287.74 recently, with returns of a 12.8% decline over 7 days, 12.3% decline over 30 days, 11.8% decline year to date, 9.2% decline over 1 year, 24.1% total return over 3 years and 36.6% total return over 5 years. Recent coverage around the stock has focused on its position...

What recent performance suggests about Delek US Holdings (DK) Delek US Holdings (DK) has seen mixed share performance recently, with a gain of 4.4% over the past day, a 3% decline over the past week, and a 14.3% rise over the past month. See our latest analysis for Delek US Holdings. At a share price of US$34.46, Delek US Holdings combines a 30 day share price return of 14.3% with a 1 year total shareholder return of 98.7%, indicating recent momentum following a weaker 90 day period. If this...

In February 2026, IREN Limited reported second-quarter 2025 results showing revenue rising to US$184.69 million while net loss widened to US$155.41 million, alongside six‑month revenue of US$424.99 million and net income of US$229.20 million compared with a loss a year earlier. Ahead of its inclusion in the MSCI USA Index later in February, IREN’s shift from Bitcoin mining toward AI infrastructure, anchored by a US$9.70 billion Microsoft contract and large new data center capacity, is...

If you are wondering whether AGNC Investment's share price really reflects its underlying value, you are not alone. Many income focused investors keep a close eye on this mortgage REIT. The stock last closed at US$11.36, with returns of 3.9% year to date and 26.0% over 1 year. Shorter term moves have been softer, with a 0.7% decline over 7 days and a 1.8% decline over 30 days. Recent headlines around AGNC have focused on its role as a mortgage REIT in a changing interest rate backdrop,...

In early February 2026, RTX Corporation’s Raytheon business used its Coyote Block 3 Non-Kinetic system to defeat drone swarms in a U.S. Army exercise, while the board declared a US$0.68 quarterly dividend payable on March 19, 2026 to shareowners of record on February 20, 2026. Together with its largest U.S. Army counter‑drone contract under the LIDS program and ongoing AI‑driven manufacturing gains, these developments underscore RTX’s focus on higher‑tech, defense and aerospace solutions...

Caterpillar (CAT) is in focus after reporting record full-year revenue and a strong order backlog, as demand for its equipment climbs with the rapid buildout of AI data centers and power infrastructure. See our latest analysis for Caterpillar. The recent excitement around AI infrastructure and power projects has been reflected in the market, with Caterpillar posting a 21.2% 30 day share price return and a very large 5 year total shareholder return. If this AI driven rally has you looking for...

Dana Incorporated appointed Byron Foster as CEO, effective July 1, 2026, with Bruce McDonald remaining Chairman of the Board. The company announced a 20% increase in its quarterly dividend. Dana expanded its equity buyback authorization to $2b and extended the plan through 2030. For investors tracking NYSE:DAN, these corporate moves come as the share price stands at $33.39, with the stock up 5.4% over the past week and 23.4% over the past month. Longer term, Dana has posted gains of 33.8%...

Cirrus Logic recently reported third-quarter 2025 results showing sales of US$580.62 million and net income of US$140.31 million, alongside full-year earnings estimate upgrades and new fourth-quarter 2026 revenue guidance of US$410 million to US$470 million. The company also completed a share repurchase of 1,393,816 shares for US$155.97 million, while insider selling over the past year raises questions about how executives are responding to this improved earnings backdrop. With Cirrus Logic...

What Air Lease’s recent performance data tells you Air Lease (AL) has been drawing fresh attention after a solid run, with total return over the past year at 32.93% and about 59.31% over the past 3 years. This has prompted investors to reassess expectations. See our latest analysis for Air Lease. With the share price at US$64.73 and relatively modest short term share price moves, the focus for many investors is the stronger 1 year and 3 year total shareholder returns. These returns suggest...

A recent Scotiabank rating change for Ovintiv (OVV) on the S&P/TSX index has put fresh attention on how the stock is grouped, compared, and discussed alongside other Canadian energy producers. See our latest analysis for Ovintiv. Ovintiv's latest share price of US$46.93 comes after a 1 month share price return of 16.28% and a 3 month share price return of 19.87%. The 5 year total shareholder return of 147.49% contrasts with a more modest 9.57% total shareholder return over the past year,...

In early 2026, Murphy Oil reported Q4 2025 results showing production ahead of guidance, lower capital spending, and mixed but overall positive exploration outcomes, including new oil discoveries in the Gulf of America and encouraging appraisal at Hai Su Vang in the Golden Sea Lion field. At the same time, analysts responded unevenly to Murphy Oil’s softer 2026 production outlook versus its recent operational gains, underscoring a growing divide between cautious forward guidance and current...

In February 2026, Williams-Sonoma, Inc. announced it had joined OpenAI’s Ad Pilot Program, becoming one of the first companies to test clearly labeled ads within ChatGPT to connect its portfolio brands with customers at key decision-making moments. This move highlights Williams-Sonoma’s push to experiment with AI-enabled, high-intent marketing channels as it refines how and where it engages consumers online. Next, we’ll examine how Williams-Sonoma’s early use of AI-powered ChatGPT ads could...

Why Lincoln Electric Holdings (LECO) is on investors’ radar today Lincoln Electric Holdings (LECO) has drawn fresh attention after recent share price moves, with the stock closing at $293.68 and showing double digit total returns over the past year and past 3 months. For investors tracking industrial names, the company’s mix of welding, cutting, brazing products and automated solutions, alongside its reported revenue of $4.23b and net income of $520.53m, offers several angles to assess...

Investors may be wondering if Peoples Bancorp at around US$33.56 is offering fair value today, or if the current price is leaving some potential upside on the table. The stock has had a mixed run lately, with a 1.8% decline over the last 7 days, an 8.8% gain over 30 days, 11.3% year to date, and 8.6% over the past year, while the 3 year and 5 year returns sit at 28.1% and 39.4% respectively. Recent attention on Peoples Bancorp has centered on ongoing corporate developments and sector wide...

In early February 2026, Salesforce cut nearly 1,000 jobs and reshuffled senior leadership as part of a broader shift to deepen its use of artificial intelligence and automation across the business. This restructuring, alongside an AI-focused acquisition and ongoing sector unease about agentic AI, highlights how Salesforce is actively reconfiguring its operations and product mix for an automation-first era. Against this backdrop of AI-driven restructuring and fresh layoffs, we’ll now examine...

In the past week, XPLR Infrastructure, LP reported fourth-quarter 2025 results showing sales of US$249 million, net income of US$29 million, and earnings of US$0.30 per unit, compared with higher sales and a loss a year earlier. Despite a full-year loss of US$28 million on largely steady annual sales, the partnership highlighted strong cash generation, US$1.88 billion of adjusted EBITDA, and an amended revolving credit facility that reduces committed size while extending maturity to...

Core Natural Resources (CNR) is back in focus after reporting a fourth quarter 2025 net loss alongside higher sales revenue, while affirming 2026 volume guidance and pointing to improved operations and free cash flow. See our latest analysis for Core Natural Resources. The mixed fourth quarter and new 2026 guidance appear to be gradually influencing sentiment. The share price return is 1.62% over 1 day at US$91.51, 11.10% over 90 days, and the 1 year total shareholder return is 15.82%,...

Why Limbach Holdings (LMB) Is On Investors’ Radar Limbach Holdings (LMB) is drawing attention after five years of operating margin expansion and earnings per share growing 42.5% annually, suggesting that expense discipline and profitable incremental sales are front of mind for investors. See our latest analysis for Limbach Holdings. At a share price of $88.14, Limbach’s 90 day share price return of 23.93% and 30 day share price return of 5.05% point to building momentum. This comes even...

Macroeconomic jitters hit Zeta Global Holdings (ZETA) Zeta Global Holdings (ZETA) dropped 6.8% as strong U.S. jobs data pushed back expectations for Federal Reserve rate cuts. This pressured growth-focused software names tied to investor enthusiasm around artificial intelligence. See our latest analysis for Zeta Global Holdings. Beyond today’s move, Zeta Global’s share price has had a weak stretch, with a 30 day share price return showing a 30.64% decline and a year to date share price return...

Pagaya Technologies Ltd. recently reported fourth-quarter 2025 revenue of US$334.81 million and GAAP net income of US$34.3 million, turning a prior-year loss into profit and closing 2025 with US$1.30 billion in revenue and US$81.39 million in net income. Alongside this record profitability, Pagaya issued 2026 guidance pointing to continued GAAP net income and closed an US$800 million AAA-rated personal loan ABS deal, highlighting growing institutional confidence in its AI-driven credit...

Why Scorpio Tankers Is On Investor Radars Scorpio Tankers (STNG) has drawn fresh attention after recent share price gains, with the stock up 4.0% over the past week and about 19% over the past month. See our latest analysis for Scorpio Tankers. At a share price of $70.51, Scorpio Tankers has built strong momentum recently, with a 30 day share price return of 18.92% sitting alongside a 1 year total shareholder return of 65.61%. This performance suggests investors are reassessing both growth...

In the past week, Copart announced a new US$1.25 billion unsecured revolving credit facility to support acquisitions, capital investments, and global expansion, while also confirming the timing of its upcoming fiscal Q2 2026 earnings release and conference call. These developments, combined with inflation data that improved expectations for lower interest rates, have sharpened investor attention on Copart’s financial flexibility and sensitivity to macroeconomic conditions rather than...