U.S. Interactive Media and Services Stock News

Qualcomm (NasdaqGS:QCOM) has agreed to acquire AI infrastructure software company Modular in a deal valued at nearly US$4b. The company has raised its long term revenue targets for businesses outside smartphones following the Modular announcement. Qualcomm has also secured a multi year data center CPU supply agreement with Meta Platforms. These moves highlight how Qualcomm is pushing further beyond its core handset chip business and into AI infrastructure and data center computing. The...

Blackstone (NYSE:BX) plans to invest $30b in artificial intelligence focused data centers in Japan. The company expects to deploy this capital over the next three to five years. The commitment targets Japan's growing data center infrastructure to support AI workloads. For investors tracking Blackstone, this move comes as the stock trades around $112.99, with performance under pressure in the near term. Shares are down 9.6% over the past week, 4.7% over the past month, and 28.8% year to...

Norwegian Cruise Line Holdings (NCLH) stock moved higher after oil prices fell 3% and director Stephen Pagliuca reported a sizeable share purchase, drawing attention to the company’s cost base and insider sentiment. See our latest analysis for Norwegian Cruise Line Holdings. Those twin signals, easing fuel costs and fresh insider buying, come after a mixed few months for Norwegian Cruise Line Holdings, with a 1 month share price return of 28.9% but a year to date share price decline of 7.8%,...

In mid-June 2026, Ouster, Inc. doubled its authorized common share capacity to 200,000,000 and expanded its Rev8 lidar manufacturing and supply agreements, including a high-volume partnership with Benchmark Electronics and a global autonomy-focused collaboration with AIM Intelligent Machines. Together, the larger share authorization and scaled lidar production for applications from heavy machinery to highway management highlight Ouster’s push to support much wider deployment of its sensing...

Investors may be wondering whether Axogen at US$42.52 still makes sense after such a strong run, or if the current price is getting ahead of itself. The stock has pulled back about 4.6% over the past week, after rising 4.0% over 30 days, 37.2% year to date, 314.8% over 1 year and 373.5% over 3 years, with a 96.8% return across 5 years. Recent coverage has focused on Axogen's share price performance and how the stock's sharp moves compare with broader medical equipment peers. This has put...

InvenTrust Properties (IVT) recently caught investor attention after being upgraded to a Zacks Rank #2. Rising earnings estimates and improving sentiment around its earnings prospects were cited as key drivers behind the move. See our latest analysis for InvenTrust Properties. InvenTrust Properties has already had a strong run in 2026, with a year to date share price return of 27.19% and a 1 year total shareholder return of 34.70%. The latest 90 day share price return of 16.26% suggests...

Leadership changes and technology focus at SEI Investments SEI Investments (SEIC) has been reshaping its leadership around technology, appointing Rob Wrzesniewski as Head of Stratos Technology and Matt Provencher as Global Head of Enterprise Professional Services to guide its advisor and enterprise platforms. See our latest analysis for SEI Investments. SEI Investments' leadership and platform updates come as the share price sits at US$88.89, with a 90 day share price return of 15.56% and a 3...

Popular (BPOP) is back in focus after an analyst upgrade linked to optimism around its earnings prospects and business fundamentals, a shift that often draws fresh attention from investors assessing bank stocks. See our latest analysis for Popular. Against that backdrop, Popular’s momentum has been firm, with a 30-day share price return of 10.07% and a year-to-date share price return of 31.51%. The 1-year total shareholder return of 56.94% and 3-year total shareholder return near 3x suggest...

In the recent past, GATX (NYSE:GATX) reported its latest quarterly results, posting year-on-year revenue growth but falling short of analyst expectations on key metrics. The mixed outcome highlights how even improving top-line performance can unsettle sentiment when it does not align with the market’s earnings forecasts. Next, we’ll examine how GATX’s revenue growth alongside an earnings miss might influence the existing investment narrative around railcar leasing demand. The latest GPUs...

In recent days, analysts have revised earnings estimates higher for Magnolia Oil & Gas, citing its focus on operational efficiency, disciplined capital allocation, and a solid balance sheet amid a challenging energy market. Although margins have come under some pressure, analysts point to Magnolia’s cash flow strength and concentration in high‑quality assets as supporting a more constructive outlook on its earnings potential. Next, we’ll examine how this renewed analyst confidence in...

Trip.com Group Limited has already reported first-quarter 2026 results, with net income falling to CNY 2,499 million from CNY 4,277 million a year earlier, and now expects comparatively moderate net revenue growth of about 3% to 8% year over year for the second quarter. These figures point to a clear deceleration from the earlier exceptionally strong operating backdrop, raising questions about how Trip.com balances growth ambitions, profitability, and investment in areas like AI and overseas...

AXT (AXTI) has expanded its Board of Directors to five members with the appointment of Tracy Liu, an experienced advisor in tax, accounting and semiconductor businesses. This move is being closely watched by investors. See our latest analysis for AXT. AXT’s share price has been highly volatile, with a 1 month share price return down 47.10% and a 7 day decline of 17.06%. At the same time, the year to date share price return of 318.50% and a 1 year total shareholder return above 30x indicate...

With gold prices under pressure after a 1.63% drop and the U.S. dollar at its strongest level in over a year, interest rate expectations are reshaping the risk profile for gold exposed stocks. Higher anticipated Federal Reserve hikes and softer demand for non yielding assets are now front and center as traders factor in three potential rate moves for 2026 and watch upcoming PCE inflation data closely. This article unpacks three stocks from the Gold and Precious Metals Stocks With Rate...

Short term stock performance in focus Agios Pharmaceuticals (AGIO) has drawn fresh attention after a recent move in its share price, with the stock up 1.9% over the past day and 9.7% over the past week. That near term shift sits alongside a gain of 28.9% over the past month and 21.1% over the past 3 months. This has prompted investors to reassess how the company’s rare disease portfolio and current valuation line up. See our latest analysis for Agios Pharmaceuticals. Set against a...

Praxis Precision Medicines (PRAX) is back in focus after the U.S. Food and Drug Administration granted Breakthrough Therapy Designation to elsunersen for seizures linked to rare SCN2A developmental and epileptic encephalopathy. See our latest analysis for Praxis Precision Medicines. The Breakthrough Therapy news lands after a very strong run for Praxis Precision Medicines, with the share price at $308.94 and recent moves mixing a 9.43% 7 day share price return with a 1 month share price...

Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock in the ecosystem reports very strong numbers, investors often start asking which other large, higher quality stocks could be exposed to the same AI driven demand story, or which might be left behind. This article looks at 3 stocks from an AI data...

Recent Phase II results for Dabogratinib, Tyra Biosciences (TYRA) experimental therapy for non-muscle invasive bladder cancer, have drawn fresh attention to the company, its late stage pipeline, and how the stock reflects that potential. See our latest analysis for Tyra Biosciences. Tyra Biosciences share price has been volatile around the latest Dabogratinib update, with a 1-day share price return of 1.03% and 7-day share price return of 4.47%, set against a 30-day share price return that is...

Recent updates show that Arcos Dorados has been outperforming the broader Retail-Wholesale sector, supported by a favorable Zacks Rank and rising full-year earnings estimates. Analysts are also highlighting that Arcos Dorados screens attractively on value metrics, with lower P/E and P/S ratios and a supportive PEG ratio relative to industry peers. Next, we will examine how the improving earnings outlook and value profile could influence Arcos Dorados' broader investment narrative. The best...

Riot Platforms (RIOT) is back in focus after AMD expanded its data center lease, doubling its contracted footprint and reinforcing investor interest in Riot’s shift beyond pure Bitcoin mining. See our latest analysis for Riot Platforms. Riot Platforms’ recent AMD lease news lands after a sharp run, with a 90 day share price return of 114.22% and a 1 year total shareholder return of 160.89%, even though the stock has pulled back 4.43% over the last day to $27.42. If you are interested in other...

Merck KGaA, traded in the U.S. via NYSE:MRK, agreed to acquire Bio-Techne Corporation in an US$11.3b transaction. The deal is structured to expand Merck KGaA’s reach in life sciences tools, diagnostics, and biomanufacturing support. The acquisition is intended to strengthen Merck KGaA’s position in the U.S. life sciences market and broaden its capabilities across the drug development value chain. For investors following Merck, this deal increases attention on the company’s life sciences...

Daktronics, Inc. recently reported fourth-quarter 2026 sales of US$208.61 million and net income of US$8.42 million, alongside full-year sales of US$838.71 million and net income of US$45.38 million, marking a shift from losses a year earlier. At the same time, Daktronics increased its equity buyback authorization to US$40 million, underlining management’s confidence in the company’s financial position and cash-generation profile. We’ll now look at how Daktronics’ move from loss to profit...

AM Best recently assigned a Long-Term Issue Credit Rating of "bbb" with a stable outlook to Mercury General’s new US$525 million 6.25% senior unsecured notes, which the company is using to refinance 2027 notes and repay borrowings under its unsecured credit facility. This refinancing, coupled with recent attention on Mercury General’s value characteristics and earnings outlook, highlights how balance sheet choices can influence how investors view the insurer’s risk and potential. We’ll now...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Himax...

Danaher (DHR) is in focus after subsidiary Masimo received FDA 510(k) clearance for an AI-enabled feature that detects opioid-induced respiratory depression in hospital patients via the Radius VSM wearable monitor. See our latest analysis for Danaher. Beyond today’s FDA news, Danaher’s recent share price momentum has picked up, with a 1-day share price return of 5.53% and 30-day share price return of 9.81%. However, the year-to-date share price return is still down 18.03%, and the 5-year...