U.S. Interactive Media and Services Stock News

Fortinet and NVIDIA have announced FortiAIGate, a GPU accelerated zero trust security platform focused on protecting AI workloads, data, and autonomous agents. The joint solution is aimed at securing AI deployments across data centers, cloud, and edge environments, with features tailored to AI specific risks such as prompt injection attacks. Fortinet, traded as NasdaqGS:FTNT, is drawing fresh attention with this move into AI focused security infrastructure. The stock recently closed at...

In recent weeks, Ionis Pharmaceuticals announced that the FDA accepted its priority review submissions for olezarsen in severe hypertriglyceridemia and zilganersen in neurology, while the company ramped up launch preparations for both therapies. These regulatory milestones mark an important shift as Ionis moves further into independent commercialization, potentially broadening its treatment footprint beyond rare disease niches. Now, we’ll examine how FDA priority review for olezarsen and...

Amdocs recently reported past quarterly results showing revenue and earnings largely in line with guidance while unveiling new AI‑driven platforms and confirming a CFO transition effective June 1, 2026. At the same time, the company deepened its role in telecom modernization through multi‑year agreements and cloud migrations with operators such as Telefónica Móviles Argentina, Vodafone Ireland, Lumen Technologies, and others. Next, we’ll examine how Amdocs’ push into AI-powered telco...

Targa Resources (TRGP) is back in focus after first quarter 2026 results showed revenue of US$4,094.7 million and net income of US$479.6 million, alongside commentary highlighting Permian growth potential and extensive midstream infrastructure. See our latest analysis for Targa Resources. The first quarter earnings, together with ongoing share repurchases of US$696.92 million since August 2024, come against a strong backdrop, with a 30 day share price return of 9.47% and a one year total...

Fabrinet (FN) is back in focus after releasing third quarter results that showed higher sales and net income than a year earlier, along with fresh guidance and an update on its long running share repurchase program. See our latest analysis for Fabrinet. The latest quarterly update and guidance arrived alongside strong price momentum, with a 1-day share price return of 9.71% and a 90-day share price return of 50.65%. This sits alongside a very large 1-year total shareholder return of roughly...

Wolfspeed (WOLF) has climbed to fresh all-time highs after a bullish post-bankruptcy thesis and management commentary on improved financial flexibility, even as Q3 results showed ongoing losses and operational hurdles. See our latest analysis for Wolfspeed. The recent 291.25% 3 month share price return and 230.69% year to date share price return, with the stock now at US$62.60, point to strong positive momentum as investors respond to the post bankruptcy setup, reduced Q3 losses and fresh all...

Fourth quarter earnings put GSI Technology’s recent stock move in context GSI Technology (GSIT) recently reported fourth quarter results, with sales of US$6.32 million and a net loss of US$4.82 million, drawing fresh attention to a stock that has already seen strong recent returns. See our latest analysis for GSI Technology. The earnings release has landed against a backdrop of very strong recent momentum, with a 30 day share price return of 98.30% and a 1 year total shareholder return of...

Investors may be wondering if Newmont at US$118.96 is still reasonably priced after a strong run, or if the easy gains are behind it. The stock has recent returns of 3.4% over 7 days, 2.1% over 30 days, 17.5% year to date, 147.6% over 1 year and 186.2% over 3 years, which naturally puts the spotlight on whether the current price reflects these moves. Recent discussion around Newmont has focused on how the stock fits into broader materials sector themes and how investors are thinking about...

Cava Group recently saw increased attention ahead of its past May 19 earnings release, with analysts projecting higher revenue but lower year-over-year earnings per share alongside brisk options trading that pointed to a potentially sharp post-report price move. Insider share sales tied to vested restricted stock units and rising analyst earnings estimates highlighted how tax-driven transactions and shifting expectations can both influence how investors interpret the company’s growth and...

American Eagle Outfitters (NYSE:AEO) and Bubble Skincare are launching a co-created collection that combines apparel and skincare. The partnership brings a shared focus on community-driven values and Gen Z engagement into a single product line. The collection will be available across American Eagle stores, online, and through TikTok Shop, including a first-time rollout for the company on that platform. For investors watching NYSE:AEO, this collaboration sits at the intersection of fashion,...

Formula One Group recently reported past first-quarter 2026 results, with revenue of US$711 million and net income of US$57 million, both sharply higher than a year earlier. The strong year-on-year jump in profitability suggests the business is converting its growing commercial footprint and content portfolio into meaningfully improved earnings power. Next, we’ll examine how this earnings acceleration, particularly the jump in net income, affects Formula One Group’s broader investment...

SiTime (SITM) just paired strong first quarter 2026 results with a new AI focused timing chip, the Elite 2 Super-TCXO, putting both its earnings profile and AI data center opportunity in sharper focus for investors. See our latest analysis for SiTime. The stock’s recent surge has been sharp, with a 30 day share price return of 86.84% and a year to date share price return of 125.78%. The 1 year total shareholder return of 311.48% and 5 year total shareholder return near 9x underline how much...

Recent attention on Zevra Therapeutics (ZVRA) centers on its first quarter 2026 earnings, where sales and net income figures shifted sharply, and earnings per share turned positive compared with a loss a year earlier. See our latest analysis for Zevra Therapeutics. Those earnings and the recent SDX portfolio sale have come alongside a 30 day share price return of 14.4% and a 90 day share price return of 32.38%, while the 3 year total shareholder return of 127.4% points to momentum that has...

In recent days, Viking Holdings announced it would report its Q1 2026 results before the market open on 14 May 2026 and host an earnings call the same day, while also unveiling its first fully electric motor coach for guest transportation in Europe and advancing plans for hydrogen-powered ships. Together, these updates highlight how Viking is pairing demand for luxury experiential travel with visible investment in lower-emission technologies, potentially reshaping how investors view the...

Recent share performance and business mix Chubb (CB) has seen its stock pull back recently, with the price down about 2% over the past week, around 4% over the past month, and roughly 5% over the past 3 months. At a recent close of US$316.01 and a market value of about US$124.9b, the insurer runs a broad mix of property and casualty, crop, life, and reinsurance operations across North America and overseas markets. For investors tracking fundamentals, Chubb reports annual revenue of...

MSCI (MSCI) is back in focus after its May 2026 Equity Index Review set out additions and deletions across flagship benchmarks, a routine reshuffle that can still matter for passive fund flows and regional markets. See our latest analysis for MSCI. The May index review headlines arrive at a time when MSCI’s stock has eased back in the very short term, with the 1 day share price return down 1.75% and the 7 day share price return down 1.93%. However, the 90 day share price return of 9.32% and 3...

Etsy, NYSE:ETSY, is seeing intensifying competition that is linked to declining buyer activity. The company has reported an annual decline in active buyers and is projecting a sales contraction over the next year. Flat earnings growth alongside higher revenues has raised questions about Etsy's ability to turn demand into stronger profitability. Etsy, NYSE:ETSY, is coming under pressure as buyer activity softens, adding a new layer of risk for a stock that has already been volatile. Shares...

T. Rowe Price Group (NasdaqGS:TROW) has received approval for the merger of the Sionna Strategic Income Fund into the T. Rowe Price Global Allocation Fund. The transaction is set to combine the Sionna income focused mandate with T. Rowe Price's diversified global allocation strategy. The approved merger adds to T. Rowe Price's efforts to consolidate and streamline its product shelf for investors. T. Rowe Price Group operates as a global asset manager with a broad range of mutual funds and...

Maravai LifeSciences Holdings (NasdaqGS:MRVI) reported a 41% jump in Q1 2026 revenue. The company sharply narrowed its net loss and posted positive Adjusted EBITDA in the quarter. Results were supported by a large CleanCap vaccine order and meaningful debt reduction. For investors following NasdaqGS:MRVI, this Q1 2026 update marks a clear break from recent coverage that focused on ongoing losses and softer growth. The stock is trading at $4.37, with the share price up 10.9% over the past...

Bank of America (BAC) is back in focus after a robust Q1 2026 performance, an increase in full-year net interest income guidance, growing use of electronic bond trading through LTX, and record industry stock buybacks. See our latest analysis for Bank of America. Despite the strong Q1 2026 update and fresh fixed income issuances, momentum in the stock has cooled recently, with the share price down 7.01% over the past week and 10.92% year to date, even as the 1 year total shareholder return...

Flutter Entertainment (NYSE:FLUT) is back in focus after trimming its fiscal 2026 outlook and reporting first quarter results that combined strong sales with lower net income, along with leadership changes at core brand FanDuel. See our latest analysis for Flutter Entertainment. Those first quarter results, the trimmed 2026 outlook and leadership changes at FanDuel have come alongside a sharp reset in sentiment, with the share price down 56% year to date and the 1 year total shareholder...

Recent stock performance and what it might mean for Dollar Tree Dollar Tree (DLTR) has seen its stock fall about 15% over the past month and roughly 32% over the past 3 months, prompting investors to reassess how the business fundamentals line up with recent market sentiment. See our latest analysis for Dollar Tree. At a share price of US$86.80, Dollar Tree’s recent pressure, including a 7 day share price return down 10.06% and a 3 month share price return down 32.41%, contrasts with a...

Wondering if Brown-Forman's current share price reflects its true worth, or if the stock might be mispriced based on fundamentals and market expectations. The stock last closed at US$26.16, with returns that were roughly flat year to date at 0.1%, but with declines of 3.0% over the past week, 10.6% over the past month, and 22.4% over the past year, and 55.8% and 62.8% over the past 3 and 5 years respectively. These changes may affect how you think about both risk and potential future...

Harmonic (HLIT) is back in focus after raising its full year 2026 earnings guidance and outlining stronger broadband momentum, while moving ahead with the planned sale of its video business to concentrate on broadband. See our latest analysis for Harmonic. Investors have responded quickly to the stronger broadband story and higher 2026 guidance, with a 1 month share price return of 34.17% and a 1 year total shareholder return of 39.06%. The 3 year total shareholder return remains down 19.34%,...