U.S. Interactive Media and Services Stock News

Royal Caribbean Cruises (RCL) has quietly extended its recent rebound, with the stock up around 8% over the past week and about 10% over the past month, even after a weak past 3 months. See our latest analysis for Royal Caribbean Cruises. That rebound comes after a choppy few months, but RCL still sports a solid year to date share price return and a remarkable multi year total shareholder return. This suggests investors are again leaning into its long term growth story rather than pricing in...

Recent Performance Sets the Stage Morningstar (MORN) has been quietly lagging the market this year, with the share price down about 36% year to date and roughly 39% over the past year, inviting a closer look at what investors might be missing. See our latest analysis for Morningstar. After a tough stretch that has pushed the share price down sharply year to date, recent 1 month share price stability hints that sentiment may be stabilizing, even as the 1 year total shareholder return remains...

CNH Industrial’s New Holland brand recently saw its T6.180 Methane Power tractor, launched commercially in 2022, win the 2025 ESG Award for Technological Innovation in ESG and the ECO Innovation and Sustainability Award in São Paulo for its biomethane-powered, low-emission design. At the same time, CNH Industrial has been reshaping its financial and market profile through a €500 million notes issuance, alongside mixed analyst views that reflect both its sustainability progress and concerns...

In the past quarter, Nomad Foods reported weaker-than-expected revenue as record warm weather dampened demand for its frozen products while higher input costs pressured profitability and are not expected to be offset until planned price adjustments in 2026. This combination of weather-related volume softness and delayed cost recovery has made Nomad Foods a key drag in at least one international small-cap portfolio, underscoring investors’ concerns about its near-term earnings...

Earlier this month, Lucid Group participated in investor conferences in Florida and London, where its interim CEO and CFO outlined production plans, capital needs, and progress on scaling the new Gravity SUV. At the same time, a cautious analyst downgrade highlighting extended losses and potential equity dilution contrasted with a more supportive backdrop from lower interest rates, sharpening investor focus on Lucid’s path to breakeven and funding. We’ll now examine how Morgan Stanley’s...

On December 9, 2025, IQVIA Holdings Inc. amended its Fifth Amended and Restated Credit Agreement to refinance multiple term and revolving loan facilities into new classes, lower interest on certain US dollar borrowings by removing the term SOFR credit spread adjustment, and release its Swiss and Japanese subsidiaries from borrower obligations. This refinancing simplifies IQVIA’s capital structure and reduces borrowing costs, potentially freeing up cash flow and management capacity for its...

If you are wondering whether International Seaways is still a smart buy after its big multiyear run, or if most of the upside is already priced in, this article will walk through whether the current share price looks compelling or stretched. Even after a recent pullback of 5.0% over the last week and 10.1% over the past month, the stock is still up 33.9% year to date and 49.0% over the last year, with a 350.1% gain over five years that naturally raises questions about future returns and...

The Coca-Cola Company recently announced that its board has elected Executive Vice President and Chief Operating Officer Henrique Braun to become CEO on March 31, 2026, with current CEO James Quincey transitioning to Executive Chairman after nine years in the top role. This insider succession plan, elevating a three-decade company veteran who already oversees global operations, signals continuity in Coca-Cola’s total beverage and technology-focused transformation while still opening the door...

Earlier this week, G-III Apparel Group reported third-quarter fiscal 2026 results showing lower year-on-year sales and earnings, while announcing a new US$0.10 per-share quarterly dividend, fresh buyback activity, and higher full-year earnings guidance despite reduced revenue expectations and US$1.61 million of asset impairments. The combination of stronger-than-guided profitability, a first-ever recurring dividend, and over 22.77% of shares repurchased since 2011 marks a clear shift toward...

Sterling Infrastructure (STRL) is back on investors radar after multiple research firms reaffirmed their positive stance, pointing to its data center strength, steady revenue gains, and expanding backlog across several high demand infrastructure end markets. See our latest analysis for Sterling Infrastructure. Despite a sharp 1 day share price pullback of 7.45% to about $315, the year to date share price return of 87.89% and a 3 year total shareholder return above 900% suggest momentum is...

Wondering if Hexcel at around $73 a share is still a smart buy, or if the best gains are already behind it? Here is a breakdown of what the recent moves and fundamentals may be indicating about its value. Hexcel's share price is up 18.2% year to date and 15.9% over the last year, even after a recent 4.6% dip in the past week that follows a 5.7% gain over the last month. These swings are happening against a backdrop of steady demand for advanced composite materials in aerospace and defense,...

Atlassian (TEAM) just hit a key milestone in its cloud strategy, with Jira, Confluence, and Jira Service Management now available directly through AWS Marketplace. This tightens its tie up with Amazon and streamlines enterprise procurement. See our latest analysis for Atlassian. The AWS Marketplace listing lands after a choppy stretch for investors, with the share price at $162.04 and a year to date share price return of minus 33.15 percent. The one month share price return of 6.75 percent...

Wondering if Energy Transfer at around $16.56 is a bargain or a value trap? You are not alone, and today we will break down what the numbers really say. Despite a choppy recent run with the stock down 1.4% over the last week, 2.6% over the past month and 16.0% year to date, long term holders are still sitting on gains of 82.3% over 3 years and 263.5% over 5 years. Recent headlines have focused on Energy Transfer expanding its midstream footprint through new pipeline and export projects,...

In early December 2025, Artisan Partners Asset Management reported preliminary assets under management of US$180.8 billion as of November 30 and disclosed a US$2.70 billion redemption by a non‑U.S. institutional client, alongside roughly US$1.20 billion of annual fund distributions that were not reinvested across November and expected December. While these outflows are material, they represent a relatively small share of total assets, raising questions about client concentration, revenue...

If you are wondering whether Fastenal is still attractively priced today, or if the easy gains are behind it, you are not alone. This article will break down what the current share price implies about potential future returns. The stock has climbed 1.2% over the last week, 3.9% over the past month, and is up 18.2% year to date, adding to a 9.3% 1-year gain and nearly doubling investors' money over 3- and 5-year periods with returns of 89.2% and 92.1% respectively. Behind those moves, the...

Earlier this month, Morgan Stanley cut its rating on Tesla to Equal-Weight, citing slowing automotive growth, intensifying Chinese competition, and execution risks around autonomous driving and robotics that it believes are already reflected in the current valuation. At the same time, bulls point to Tesla’s rapid progress in Full Self-Driving and robotaxis, arguing that successful execution on these AI-driven platforms could justify treating the company less like a traditional automaker and...

Varco Energy and Fluence Energy UK Ltd. recently brought Phase 1 of the Sizing John battery storage project near Liverpool into full commercial operation, while also starting construction on Phase 2 that will expand the site to 142.5 MW /348.5 MWh using Fluence’s next‑generation Gridstack Pro 5000 technology. At the same time, Fluence’s recognition by S&P Global Commodity Insights as one of the top three battery energy storage system integrators worldwide underscores how flagship projects...

NIO (NIO) just posted a 76% jump in November deliveries to 36,275 vehicles, with growth spread across its NIO, ONVO, and FIREFLY brands, giving investors fresh fundamental data to weigh against the stock’s recent slump. See our latest analysis for NIO. Even with this jump in deliveries, NIO’s 30 day share price return of minus 18.34 percent and 90 day share price return of minus 22.50 percent show that momentum has been fading. Its 1 year total shareholder return of 11.53 percent suggests a...

Disc Medicine recently reported positive initial data from its ongoing Phase 2 RALLY-MF trial of DISC-0974 in myelofibrosis-related anemia, showing large hepcidin reductions, improved iron levels, meaningful hemoglobin gains, and a generally well-tolerated safety profile across multiple patient groups. A key takeaway was that DISC-0974 showed clinically meaningful anemia improvements even in patients on concomitant JAK inhibitor therapy, hinting at potential use alongside current standards...

In early December 2025, Navitas Semiconductor expanded its global distribution agreement with Avnet, launched sample availability of new 2,300V and 3,300V ultra-high voltage SiC products with its AEC-Plus reliability benchmark, and entered a long-term GaN partnership with Cyient Semiconductor in India to build a local ecosystem for high-power applications. Together, these moves deepen Navitas’ reach into AI data centers, energy and grid infrastructure, and industrial electrification, while...

Cohen & Steers Income Opportunities REIT recently acquired Springs Plaza, a 195,000-square-foot, 99% occupied grocery-anchored center in Bonita Springs, Florida, through its ongoing joint venture with Phillips Edison & Company. This fourth joint acquisition with Phillips Edison highlights the company’s continued focus on high-traffic, necessity-based retail in growing suburban coastal markets. Next, we’ll examine how adding a nearly fully leased, grocery-anchored Florida center through this...

In the past quarter, Brown-Forman completed a US$265.8 million share repurchase of 9,543,230 shares, while reporting second-quarter revenue of US$1,036 million and net income of US$224 million, both lower than a year ago. The company’s results highlighted how the ongoing Canadian boycott of U.S. spirits, with a very large decline in that market’s sales, is weighing on earnings despite its premium brands and cost-efficiency efforts. Next, we’ll examine how weaker earnings tied to the...

Recent performance and what is driving interest Viper Energy (VNOM) has quietly climbed about 6% over the past month and 8% in the past 3 months, even as its year-to-date return remains negative near 19%. See our latest analysis for Viper Energy. Zooming out, the $40.34 share price still sits below where it started the year despite a solid 1 month and 3 month share price rebound. This suggests sentiment is stabilising but not yet fully convinced by the story. If Viper’s recent move has you...

Earlier this week, Broadcom Inc. reported fiscal 2025 results showing revenue rising to about US$63.89 billion and net income to roughly US$23.13 billion, and guided for first‑quarter fiscal 2026 revenue of approximately US$19.1 billion, about 28% higher than the prior year period. The company also disclosed that fast‑growing AI chip sales are expected to double in early 2026 but will compress consolidated gross margins, even as the board approved a 10% increase in the quarterly dividend to...