U.S. Leisure Stock News

Why Copilot Checkout matters for Microsoft stock Microsoft (MSFT) just rolled out agentic AI tools for retailers, headlined by Copilot Checkout, which keeps shoppers inside the Copilot experience while completing purchases through partners including PayPal, Shopify, and Stripe. For investors, this moves Microsoft deeper into AI-powered commerce. It ties the company’s cloud and Copilot ecosystem more directly to transaction flows, retailer workflows, and potential usage based revenue streams...

Frontier Group Holdings has appointed James G. Dempsey, previously interim chief, as President, Chief Executive Officer and board member, effective January 7, 2026. Alongside this leadership change, the company guided fourth-quarter 2025 adjusted diluted earnings per share toward the high end of its prior range, citing stronger revenue despite a U.S. government shutdown. We’ll now examine how Dempsey’s appointment and the upgraded fourth-quarter outlook may influence Frontier’s existing...

Enterprise Products Partners L.P. recently declared a quarterly cash distribution for the fourth quarter of 2025 of US$0.55 per unit (US$2.20 annualized), a 2.8% increase over the prior year, payable on February 13, 2026, to common unitholders of record on January 30, 2026. Alongside this higher payout, the partnership repurchased about US$300.00 million of common units in 2025, using only a small portion of its authorized US$5.00 billion buyback program, underscoring its emphasis on...

Western Digital’s Recent Performance in Focus Western Digital (WDC) has drawn investor attention after a period of strong share price moves, with the stock showing sizable gains over the past year and very large total returns over three years. At a last close of US$200.46, Western Digital now sits well above its month and past 3 months returns, which themselves already reflect double digit gains. This has prompted closer scrutiny of whether recent performance aligns with the company’s...

Freeport-McMoRan (FCX) is back in the spotlight as investors weigh ongoing class action lawsuits over safety disclosures at its Grasberg Block Cave mine, alongside reports of production recovery and recent insider share purchases. See our latest analysis for Freeport-McMoRan. The recent legal headlines sit alongside strong share price momentum, with a 30 day share price return of 19.31% and 90 day share price return of 34.69%. The 1 year total shareholder return of 45.63% suggests that, for...

Papa John’s International recently agreed to a US$5,000,000 legal settlement over its past franchise hiring restrictions and outlined a turnaround plan centered on cost efficiencies, refranchising and expanding its international footprint. The decision to end limits on franchisees hiring from one another, alongside an emphasis on cost savings and overseas growth, highlights how labor practices and business model adjustments are becoming central to the company’s longer-term...

Super Micro Computer (SMCI) is back in focus after expanding its manufacturing capacity around NVIDIA’s next generation AI processors and securing a new US$2b revolving credit facility to support AI focused inventory and operations. See our latest analysis for Super Micro Computer. The recent manufacturing expansion around NVIDIA’s next generation AI chips and the new US$2b credit facility come after a sharp reset, with a 90 day share price return of a 43.21% decline and a relatively flat...

In recent days, Goldman Sachs analyst Oliver Carruthers initiated coverage of FB Financial with a Buy rating and a price target of €25.30, coinciding with the bank’s latest quarterly earnings release outlining revenue and net profit. Together, the fresh analyst attention and newly reported financial results provide investors with updated external and internal views on how FB Financial is currently operating. We’ll now explore how Goldman Sachs’ new Buy coverage shapes FB Financial’s...

Walmart (WMT) is attracting fresh attention after Nasdaq said the retailer will join the Nasdaq-100 Index, replacing AstraZeneca. This change comes alongside a series of tech-focused moves that push the business further into AI and digital services. See our latest analysis for Walmart. That index inclusion headlines a busy period for Walmart, with AI-focused initiatives like the Gemini shopping experience and new health offerings such as Better Care Services helping sustain interest despite a...

If you have ever wondered whether Alphabet's share price actually lines up with its underlying value, this is a good moment to take a clear look at what you are paying for. Alphabet shares last closed at US$328.57, with returns of 3.8% over 7 days, 6.2% over 30 days, 4.3% year to date, 72.7% over 1 year and 259.4% over 3 years. This raises obvious questions about what is already priced in and how much risk you are taking on at current levels. Recent headlines around Alphabet continue to...

In recent days, Huntington Ingalls Industries hosted senior Navy leaders, including the Secretary of the Navy, at its Ingalls Shipbuilding division to discuss its role in the “Golden Fleet” modernization push and showcase more than US$1.00 billion of investments in infrastructure and advanced technologies. This high-profile engagement, occurring alongside a proposal to lift the U.S. military budget for 2027 to about US$1.50 trillion, highlights how closely HII’s long-term prospects are tied...

Licensing deal with EM Microelectronic puts Gen2X in focus Impinj (PI) has drawn attention after announcing a licensing agreement with EM Microelectronic to integrate its Gen2X technology into EM’s future endpoint ICs, with dual-frequency chips expected to reach the market in 2027. See our latest analysis for Impinj. The licensing announcement lands after a strong run in the shares, with a 30-day share price return of 43.92% and a 1-year total shareholder return of 45.63%, suggesting momentum...

COPT Defense Properties (NYSE:CDP) has secured major build-to-suit leases with a Fortune 100 company in San Antonio and the University of Maryland's ARLIS. The new projects expand the company's Defense/IT portfolio and deepen its presence in mission-critical, government-adjacent facilities. With these commitments, COPT Defense Properties has already significantly exceeded its previously stated 2025 leasing targets. COPT Defense Properties (NYSE:CDP) focuses on owning, managing, and...

Rocket Lab has secured its largest ever contract with the U.S. Space Development Agency to design and manufacture 18 satellites. The company also achieved a record operational year in 2025, completing 21 Electron rocket launches. These milestones highlight Rocket Lab's expanding role in defense focused space infrastructure and small launch services. Rocket Lab (NasdaqCM:RKLB), trading at $84.85, has delivered shareholder returns of 215.3% over the past year and 719.8% over five years. The...

Gorman-Rupp (GRC) recently caught investors’ attention after a 4.2% share price move that coincided with record second-quarter results, stronger incoming orders, and a broader rotation into industrial and defensive stocks. See our latest analysis for Gorman-Rupp. Those record orders and sector tailwinds have come alongside a 12.6% 90 day share price return and a 43.9% 1 year total shareholder return, which together suggest momentum has been building rather than fading. If Gorman-Rupp’s move...

Earlier this month, Viavi Solutions integrated an AR-based RF Viewer into its OneAdvisor 800 Wireless platform and launched an all-in-one hollow core fiber testing and certification solution, broadening its wireless and fiber test capabilities across telecom, data centers and smart infrastructure. By pairing augmented reality RF visualization with comprehensive hollow core fiber certification on the OneAdvisor 800 platforms, Viavi is positioning its tools at the intersection of emerging...

Recent attention on Equinix (EQIX) has been sparked by upbeat analyst commentary and its positioning in AI infrastructure, with several research firms reaffirming confidence while investors weigh the impact of heavy capital spending on the timing of growth. See our latest analysis for Equinix. At a latest share price of US$800.35, Equinix has a 30 day share price return of 6.67% and a year to date share price return of 4.74%. The 1 year total shareholder return of 9% and 5 year total...

ConnectOne Bancorp (CNOB) is back in focus after Wall Street Zen shifted its rating from buy to hold, even as other firms maintain a Moderate Buy view and institutional investors add to their positions. See our latest analysis for ConnectOne Bancorp. The recent downgrade comes after a mixed period for ConnectOne Bancorp, with a 90 day share price return of 6.53% and a 30 day share price return decline of 4.99%. At the same time, the 1 year total shareholder return of 25.72% and 5 year total...

UPS stock snapshot and recent performance United Parcel Service (UPS) is drawing attention after a recent stretch of mixed returns, with the stock up over the past week and month, yet showing weaker total returns over the past year and longer periods. See our latest analysis for United Parcel Service. The recent 7 day share price return of 5.94% and 30 day return of 7.07% have come after a weaker 1 year total shareholder return of 7.62% and a 3 year total shareholder return of 30.90%. This...

Why Hubbell’s earnings surprises are in focus Hubbell (HUBB) is back on investors’ radar after a series of earnings beats, including a recent 3.61% surprise, along with supportive analyst coverage that has kept sentiment toward the stock broadly constructive. See our latest analysis for Hubbell. Those earnings surprises sit alongside a 12.37% 90 day share price return and a 13.45% 1 year total shareholder return, suggesting recent momentum has picked up as investors reassess growth prospects...

Recently, Zacks highlighted Aveanna Healthcare as a Zacks Rank #2 (Buy) with an A grade for Value, pointing to valuation metrics it views as attractive relative to peers. This focus on Aveanna’s earnings outlook and favorable P/E ratio versus its industry has drawn attention from value-oriented investors assessing the stock’s fundamentals. We’ll now explore how this favorable value rating and earnings outlook assessment may influence Aveanna Healthcare’s existing investment narrative. We've...

EPAM Systems (EPAM) is drawing fresh investor interest after announcing a new partnership with Cursor focused on generative AI engineering, aiming to support large enterprise clients adopting AI-driven software development workflows. See our latest analysis for EPAM Systems. The Cursor partnership comes after a strong 90-day share price return of 44.19%, even as the 1-year total shareholder return shows a 6.15% decline and longer term total returns remain weak. This suggests that near term...

In early January 2026, Motif Valve & Supply announced it had become an official distribution partner for SLB’s Cameron valve brands across Western Canada, supporting energy, infrastructure, and industrial projects in British Columbia, Alberta, and Saskatchewan. This agreement combines SLB’s engineered valve technologies with Indigenous-led project execution, highlighting how local partnerships can enhance access to complex oilfield equipment in key North American regions. We’ll now examine...

Recent commentary on TopBuild (BLD) spotlights how its installer distributor model is benefiting from the current construction boom, along with consistent earnings beats and shares trading near all time highs, which is drawing more investor attention. See our latest analysis for TopBuild. At a share price of $465.73, TopBuild has had a 6.84% 1 month share price return and a 47.76% 1 year total shareholder return. This suggests momentum has been building as investors weigh the construction...