U.S. Interactive Media and Services Stock News

If you are wondering whether Netskope at around $18.50 is a bargain in the crowded cybersecurity space, you are not alone. Investors are trying to figure out if the recent slide has opened up a real value opportunity or just a value trap. The stock is down 21.3% over the last week and 1.4% over the last month, leaving it 17.7% lower year to date. This suggests the market has quickly repriced the risk around the story. Recently, sentiment has been shaped by a mix of cautious tech flows and...

Korea Zinc, a 5 percent shareholder in TMC the metals company, recently secured US government backing after agreeing to acquire a 40.1 percent stake in a US$7.40 billion Tennessee mineral smelter and 10 percent of that project’s total outstanding shares. This endorsement of Korea Zinc’s US-facing minerals footprint has drawn attention to TMC’s deep-sea mining ambitions, where regulatory approvals and financing capacity remain central uncertainties. We’ll now examine how Korea Zinc’s...

Berkshire Hathaway (BRK.B) has quietly inched higher this week, and that modest move is enough to get investors asking a familiar question: is the stock still reasonably priced after its long multiyear climb? See our latest analysis for Berkshire Hathaway. At around $504 per share, Berkshire’s latest uptick adds to an already strong run, with an 11.8% year to date share price return and a hefty 5 year total shareholder return of roughly 125 percent, suggesting momentum is still firmly on the...

Snowflake (SNOW) has been drifting lower over the past month, down roughly 14%, even as its year to date gain sits near 37%. That gap is exactly what has investors debating the stock’s next move. See our latest analysis for Snowflake. That recent 30 day share price return of roughly negative 14 percent looks more like a pause than a breakdown, given Snowflake’s still strong year to date share price gain and solid multi year total shareholder returns that signal that longer term momentum is...

Earlier this quarter, Mach Natural Resources LP reported mixed third-quarter 2025 results, with earnings per share falling short of expectations while revenue exceeded forecasts, and announced the resignation of director Francis A. Keating II alongside the appointment of independent director Christopher J. Burn to its board and key committees. These boardroom changes, combined with the contrasting earnings and revenue outcomes, highlight how corporate governance and operating performance are...

Southwest Gas Holdings recently declared a quarterly dividend of US$0.62 per share payable on March 2, 2026, while also installing Justin S. Forsberg as its new Senior Vice President and Chief Financial Officer following a quarter where earnings and revenue came in below analyst expectations. This combination of leadership change and continued dividend stability, despite earlier concerns about free cash flow and earnings pressure, highlights management’s focus on both balance sheet...

ZoomInfo Technologies (GTM) grabbed attention after BTIG kicked off coverage with an upbeat stance, sending the stock up about 6% as investors reassessed the company’s AI driven growth story and contract momentum. See our latest analysis for ZoomInfo Technologies. The upbeat move following BTIG’s coverage fits into a mixed picture, with a solid 1 month share price return but a weaker 3 month share price return and still deeply negative multi year total shareholder returns. This suggests...

WEX (WEX) just widened the lane for its DriverDash mobile payment app, adding thousands of Sunoco stations and pushing its digital fueling reach to nearly 40,000 locations across the United States. See our latest analysis for WEX. That backdrop helps explain why, even with a roughly 10 percent 1 month share price return and today’s 150.03 dollars share price, WEX still carries a negative 1 year total shareholder return. This suggests recent product wins are only starting to rebuild...

Compass Point’s new coverage of Orchid Island Capital (ORC) is putting the spotlight on how tighter mortgage spreads and a generous dividend policy could shape returns, especially after the company’s strong third quarter earnings beat. See our latest analysis for Orchid Island Capital. That backdrop helps explain why, at a latest share price of $7.27, Orchid Island Capital’s 1 year total shareholder return of 12.9% contrasts with a weaker year to date share price return of negative 7.6%. This...

Ford Motor (F) just hit the reset button on its electrification strategy, shelving several big ticket EV projects, including the current F 150 Lightning, and pivoting hard toward hybrids, extended range models, and smaller, cheaper EVs. See our latest analysis for Ford Motor. Investors have largely looked through the short term noise, with the share price up strongly this year. It has delivered a year to date share price return of 37.93% and a one year total shareholder return of 47.54%, even...

Hilton Worldwide has recently expanded its lifestyle footprint by introducing Canopy by Hilton to Türkiye, while also issuing US$1.00 billion of senior notes to refinance existing obligations and support general corporate needs. Together with analyst optimism around lodging demand ahead of the 2026 FIFA World Cup, these moves highlight Hilton’s push to grow higher-fee lifestyle brands and fine-tune its balance sheet. We’ll now consider how Hilton’s Canopy rollout in Türkiye and related...

Comcast (CMCSA) just got a lift after finishing a major network buildout in Litchfield County, Connecticut, opening up high speed internet and its full Xfinity and Comcast Business lineup to roughly 22,000 new locations. See our latest analysis for Comcast. The Litchfield buildout lands just as Comcast is rolling out Amazon Luna on Xfinity devices and refining its corporate structure, and that flurry of moves has helped spark a 1 month share price return of 10.82 percent, even though the year...

AXIS Capital Holdings (AXS) has quietly built positive momentum, as rising earnings estimates and fresh buy rated analyst coverage signal improving fundamentals that extend beyond its routine common and preferred dividend declarations. See our latest analysis for AXIS Capital Holdings. That optimism has been echoed in the market, with AXIS Capital’s share price at $107.06 and a solid year to date share price return of just over 20 percent. Its five year total shareholder return of around 144...

Nvidia (NVDA) has cooled off recently, slipping about 8% over the past month and 3% in the past 3 months, even as its long term returns remain exceptional. See our latest analysis for NVIDIA. At around $170.94 per share, Nvidia’s recent pullback and negative 1 month share price return look more like a breather than a breakdown, especially given its strong year to date share price gain and massive multi year total shareholder returns. If Nvidia’s run has you rethinking where the next leaders...

Charles Schwab (SCHW) keeps grinding higher, with shares up about 5% over the past month and more than 30% this year, as investors reassess the long term earnings power of its interest sensitive business. See our latest analysis for Charles Schwab. The move has been steady rather than flashy, but Schwab’s solid year to date share price return and strong five year total shareholder return suggest momentum is rebuilding as investors grow more comfortable with its interest rate exposure and...

Hyatt Hotels Corporation, Interlink and Vivo Beach Club have opened Hyatt Centric San Juan Isla Verde, and Hyatt has also debuted Hyatt Studios Huntsville and Park Hyatt Cabo del Sol, extending its lifestyle, extended-stay and luxury footprints across Puerto Rico, the U.S. and Mexico in recent days. By combining asset-light Essentials growth with new high-end destinations like Park Hyatt Cabo del Sol, Hyatt is broadening its exposure across price points and geographies, which could influence...

Ovintiv recently signed a 12-year agreement with a unit of Pembina Pipeline to lock in 0.5 million tonnes per year of liquefaction capacity at the proposed Cedar LNG facility, giving it future LNG export access from Canada’s west coast into Asian markets. This long-term LNG export access could materially influence how investors assess the company’s ability to monetize its Montney gas and diversify its end markets. We’ll now explore how this long-term Cedar LNG capacity agreement could...

Viatris recently reported a series of regulatory wins, including FDA approval of its complex generic octreotide acetate injectable, acceptance of a low‑dose estrogen contraceptive patch NDA, clearance of an IND for MR‑146 in neurotrophic keratopathy, and a J‑NDA filing for pitolisant in obstructive sleep apnea in Japan. These milestones highlight Viatris’ push into technically complex, higher‑value products and early‑stage innovation, reinforcing its ambition to address unmet medical needs...

Earlier this week, Roth Capital began covering Vicor Corporation with a bullish rating, adding a fresh analyst voice to existing market views on the power-conversion specialist. At the same time, a pattern of insider share sales, including a recent transaction by the Vice President of Engineering, offers investors extra context on internal sentiment alongside this new research coverage. Now we’ll examine how Roth Capital’s newly initiated bullish coverage could influence Vicor’s existing...

Earlier this month, Paylocity Holding Corporation filed a US$64.96 million shelf registration for 444,000 common shares tied to an ESOP-related offering. A key development was BTIG's launch of formal analyst coverage with a buy rating, which can amplify institutional attention and reshape how investors view Paylocity's growth prospects. Next, we'll examine how BTIG's initiation of coverage with a buy rating could influence Paylocity's existing investment narrative and longer-term...

Sunrun (RUN) just signed a multi year partnership with NRG Energy to roll out solar plus storage packages across Texas, turning thousands of homes into a flexible power resource for the ERCOT grid. See our latest analysis for Sunrun. Despite the recent pullback, with a 7 day share price return of minus 6.8 percent and a 30 day share price return of minus 8 percent, momentum over 2024 remains positive. This is supported by a 67.3 percent year to date share price gain and an 86.7 percent 1 year...

In recent weeks, Atlantic Union Bankshares held an investor day where management outlined a shift from capital investment to capital deployment starting in 2026, prompting multiple research firms to reaffirm or reiterate their views on the bank’s outlook. Analysts were particularly focused on the company’s growth plans and balance sheet repositioning, highlighting both the potential benefits of deploying excess capital and the challenges posed by lower yields and revised earnings...

Conagra Brands (CAG) just doubled down on its income story, with the board reaffirming a quarterly dividend of $0.35 per share even as Wall Street braces for weaker fiscal second quarter earnings. See our latest analysis for Conagra Brands. Those pressures have shown up in the market, with a steep year to date share price return of around minus 35 percent and a three year total shareholder return near minus 46 percent. This signals that momentum has been fading despite today’s modest bounce...

In recent days, First Horizon Bank announced that experienced banker Justin Rutledge has joined as Charlotte Market President, while the parent company scheduled its fourth-quarter and full-year 2025 results release and investor call for January 15, 2026. Alongside these management and disclosure updates, a series of analyst rating changes and refreshed views on the stock have sharpened how the market assesses First Horizon’s prospects. We’ll now examine how the recent analyst sentiment...