U.S. Marine and Shipping Stock News

NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen Drops Eczema Drug Pact As Investors Weigh R&D Focus And Valuation

Amgen (NasdaqGS:AMGN) has ended its collaboration with Kyowa Kirin on the eczema drug rocatinlimab. Rights to develop and commercialize rocatinlimab have been returned to Kyowa Kirin. The exit is tied to Amgen’s internal portfolio prioritization decisions. For you as an investor, this move sits at the intersection of biotech R&D risk and portfolio concentration. Amgen is a large biopharmaceutical company with exposure to areas such as inflammation, oncology, and cardiovascular disease, and...
NYSE:RL
NYSE:RLLuxury

Is It Too Late To Consider Ralph Lauren (RL) After A 45% One Year Rally?

If you are wondering whether Ralph Lauren at around US$354 is still good value or if most of the opportunity is already priced in, this article breaks down what the numbers are really saying about the stock. The share price has declined 1% over the last 7 days and 2.3% over the last 30 days. However, the 1 year return is 45.2% and the 3 year return is approximately 3x. These moves come as Ralph Lauren continues to attract attention in investor coverage and market commentary, which often...
NYSE:WM
NYSE:WMCommercial Services

Does Q4 Beat And 2026 Outlook Change The Bull Case For Waste Management (WM)?

Waste Management, Inc. reported past fourth-quarter 2025 results with sales rising to US$6,313 million and net income to US$742 million, alongside full-year 2025 sales of US$25.20 billion and essentially flat earnings per share versus the prior year. The company also issued 2026 revenue guidance of US$26.43 billion–US$26.63 billion, giving investors a clearer view of its expected growth path and operating scale. Next, we will examine how Waste Management’s higher fourth-quarter earnings and...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Reshapes Dual-Platform Ambitions With Deals And Defense Work

D-Wave Quantum (NYSE:QBTS) has acquired Quantum Circuits Inc., creating what it describes as the only dual-platform quantum computing company offering both annealing and gate-model systems. The company reports progress on its technology roadmap, including hybrid solving capabilities and machine learning integration across its platforms. D-Wave highlights new industry and U.S. defense collaborations, including work on missile defense optimization and multi-million dollar commercial and...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez International (MDLZ) Still Attractive After Recent Share Price Strength?

If you are wondering whether Mondelez International at around US$59.47 offers good value right now, or if the easy gains are already behind it, this article aims to help you unpack that question. The stock has returned 0.8% over the past week, 10.8% over the last 30 days, 10.8% year to date and 9.3% over the past year, with a 3-year return of a 0.9% decline and a 5-year return of 21.5%. Recent coverage has focused on Mondelez as a large global snacks group, with investors paying close...
NYSE:T
NYSE:TTelecom

AT&T Fiber Deal And Senior Care IoT Shape Future Growth Prospects

AT&T (NYSE:T) is acquiring Lumen Technologies’ Mass Markets fiber business, expanding its fiber footprint in key U.S. markets. The deal is intended to support wider fiber broadband and 5G coverage for consumers across major metro areas. Separately, AT&T is partnering on connected healthcare solutions that use its wireless network to power fall detection wearables for older adults. AT&T is making these moves while its shares trade at $26.83, with the stock up 16.7% over the past week and...
NYSE:HUM
NYSE:HUMHealthcare

Humana Expands AI And Virtual Care As Shares Trade Below Targets

Humana (NYSE:HUM) has launched an AI powered "Agent Assist" tool built with Google Cloud to support its member service teams. The company also announced a new collaboration with Carda Health to offer virtual cardiac rehabilitation for eligible members at home. Both initiatives align with Humana's broader digital transformation efforts and its focus on home based care models. Humana, a major U.S. health insurer with a strong focus on Medicare Advantage and value based care, is leaning...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

Assessing VeriSign (VRSN) Valuation After Citi Buy Rating And JPMorgan Optimism On .Com Growth

Citi’s new buy rating on VeriSign (VRSN), alongside JPMorgan’s recent commentary, has renewed attention on the company’s .com domain franchise, where management reports 3% annual growth in the .com domain base. See our latest analysis for VeriSign. Despite the fresh attention from Citi and JPMorgan, VeriSign’s share price has been relatively steady over the past year, with a 1-year total shareholder return of 12.45% and a 5-year total shareholder return of 22.67%. This suggests that momentum...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Assessing Viking Therapeutics (VKTX) After Recent Share Price Declines and DCF Valuation Estimate

If you are trying to work out whether Viking Therapeutics' share price makes sense right now, starting with a clear view on valuation can help you decide how it fits into your portfolio. The stock has seen sharp swings, with a 6.3% decline over the last 7 days, a 17.0% decline over 30 days, and a 9.1% decline over 1 year, even though the 3 year and 5 year returns are very large compared to the starting point. Recent attention on Viking Therapeutics has centered on its position in the...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

DoorDash Tests Broader Commerce Role With SNAP And New Retail Partners

DoorDash (NasdaqGS:DASH) is expanding retail and grocery delivery through new partnerships with chains such as Hibbett and Binny’s Beverage Depot. The company has rolled out SNAP/EBT payment support at more than 50,000 participating stores across its marketplace. DoorDash is adding more retail and grocery options to DashPass, widening selection for members beyond restaurant delivery. For investors, this move pushes DoorDash further beyond its original restaurant delivery focus into a...
NYSE:PVH
NYSE:PVHLuxury

PVH (PVH) Valuation Check After New OpenAI Collaboration On AI Tools

Why PVH’s new AI collaboration matters for shareholders PVH (PVH) has launched a collaboration with OpenAI to embed custom AI tools into product design, demand planning, inventory management, marketing, and retail operations across Calvin Klein and Tommy Hilfiger. For you as an investor, the key question is whether this shift toward more data driven, AI supported decision making could affect PVH’s efficiency, cost structure, and ability to respond to consumer demand over time. See our latest...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Is Up 12.1% After Apple Foundry Buzz Amid Losses and New AI Tie-Up - What's Changed

In late January 2026, Intel reported a quarterly and full‑year loss, filed an omnibus shelf registration for debt and equity securities, and issued guidance for a loss-making first quarter of 2026. At the same time, speculation about Apple potentially using Intel’s foundry, insider share purchases by Intel’s CFO, and a new AI memory collaboration with SoftBank’s Saimemory highlighted renewed external interest in Intel’s manufacturing and AI infrastructure ambitions. We’ll now examine how...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

Is Freshworks’ (FRSH) ReFresh Cost Push Quietly Redefining Its Long‑Term Value Proposition?

In recent months, Freshworks has advanced its efficiency program, completing about 70% of planned initiatives and redirecting freed-up cash toward enhancing its service offerings. This shift, led by CEO Dominik Richter under the ReFresh strategy, aims to widen the company’s value-to-price ratio by using cost discipline to fund product innovation that can support stronger customer retention and lifetime value. Next, we will examine how Freshworks’ ReFresh efficiency and reinvestment push...
NYSE:D
NYSE:DIntegrated Utilities

Evaluating Dominion Energy (D) After Offshore Wind Cost Increase And 2027 Completion Delay

Dominion Energy (D) is in focus after revising the budget and timeline for its Coastal Virginia Offshore Wind project. The project is now estimated at US$11.5b, with full completion targeted for early 2027. See our latest analysis for Dominion Energy. Those offshore wind revisions come as Dominion Energy’s recent news flow has also included a fresh quarterly dividend declaration and a new environmental stewardship agreement along the W&OD Park. The 1-year total shareholder return of 19.27%...
NYSE:HRB
NYSE:HRBConsumer Services

Has The Recent Slide In H&R Block (HRB) Opened A Valuation Opportunity?

If you are wondering whether H&R Block shares are priced attractively right now, the key question is whether the current market price lines up with the company’s underlying fundamentals. The stock recently closed at US$37.20, after a 5.3% decline over the last week, a 12.7% decline over the past month, and a 29.5% decline over the last year, even though the 5 year return sits at 127.9%. Recent coverage has focused on H&R Block’s position as a long established tax preparation brand and how...
NYSE:KR
NYSE:KRConsumer Retailing

Is Kroger (KR) Pricing Reflect Its Cash Flow Outlook And Elevated P/E Ratio?

If you have ever looked at Kroger and wondered whether the current share price really lines up with the value of the business, this breakdown is for you. Kroger's share price last closed at US$64.17, with returns of 3.3% over the past week, 1.9% over the last month, 1.9% year to date and 2.3% over the past year, while the 3 year and 5 year returns sit at 54.3% and 112.5%. Recent coverage around Kroger has focused on its position as a major US grocer and how it fits into consumer spending...
NasdaqGS:IAS
NasdaqGS:IASMedia

How Investors May Respond To IAS Adding Streaming Ad Veterans To Its Board Of Directors

Integral Ad Science Holding Corp. recently added Bob Lord, president of Horizon Media Holdings, and Krishan Bhatia, former head of Amazon’s global video advertising business, to its Board of Directors, effective January 28, 2026. The appointments bring deep experience in data-driven media, streaming TV advertising, and advanced ad technology, potentially influencing how IAS shapes its product roadmap and industry partnerships. We’ll now examine how adding leaders with extensive digital...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward (WWD) Margin Improvement Tests Bullish High‑Quality Earnings Narrative

Woodward (WWD) has opened its 2026 financial year with Q1 revenue of US$996.5 million and basic EPS of US$2.23, alongside trailing twelve month revenue of US$3.8 billion and EPS of US$8.18 that tie into reported earnings growth of 32.1% over the past year. The company has seen revenue move from US$772.7 million and EPS of US$1.47 in Q1 2025 to US$996.5 million and EPS of US$2.23 in Q1 2026, while trailing net margin has shifted from 11.2% to 12.9%, setting up a results season in which...
NYSE:CSL
NYSE:CSLBuilding

How Carlisle’s 2026 Low-Growth Guide And Dividend Move At Carlisle Companies (CSL) Has Changed Its Investment Story

Carlisle Companies Incorporated recently issued 2026 earnings guidance, saying it expects consolidated revenues to grow at a low-single-digit percentage year over year, and its board affirmed a US$1.10 per share dividend payable on March 2, 2026. The timing of this modest growth outlook, coming just before an earnings release that follows earlier estimate-beating results, offers investors a clearer view of management’s confidence and priorities. We’ll now look at how Carlisle’s...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Defense And Asia Deals Shape Growth And Valuation Outlook

RTX's Raytheon business was selected by DARPA to work on advanced maritime sensing and targeting technology to protect commercial shipping and naval vessels. RTX signed memoranda of understanding with partners in Singapore covering aerospace collaboration and support. The company also entered long term maintenance and support agreements with several major Asian airlines, expanding its service presence in the region. For investors watching NYSE:RTX, these defense and aerospace updates come...
NasdaqGS:LITE
NasdaqGS:LITECommunications

A Look At Lumentum Holdings (LITE) Valuation After Q2 Profit Return And Strong Revenue Guidance

Q2 earnings shift the story for Lumentum Holdings (LITE) Lumentum Holdings (LITE) just delivered a Q2 earnings report that turned prior losses into profit, paired with fresh revenue guidance for the next quarter that keeps investor attention firmly on the stock. See our latest analysis for Lumentum Holdings. The recent earnings swing back to profit has arrived alongside strong price momentum, with a 90 day share price return of 86.94% and a very large 1 year total shareholder return that is...
NYSE:STC
NYSE:STCInsurance

Will New PropStream Media Push and Leadership Shifts Reframe Stewart Information Services' (STC) Real Estate Data Narrative?

Stewart Information Services recently drew investor attention ahead of its February 4, 2026 Q4 earnings release, amid upbeat analyst coverage and company updates including the launch of PropStream’s new educational media series and leadership changes at its data services subsidiary. PropStream Pros, now streaming across major platforms, underlines Stewart’s push to deepen engagement with real estate professionals through practical, real-world content rather than purely transactional...
NYSE:KKR
NYSE:KKRCapital Markets

Is KKR (KKR) Still Attractive After A 30% Slide And Rich Earnings Multiple

If you are wondering whether KKR's current share price offers good value or just reflects past enthusiasm, you are not alone. The stock trades at US$103.28 after an 11% decline over the last 7 days, a 19.9% decline over the last 30 days, and a 30.4% decline over the last year. However, the 3 year and 5 year returns of 79.3% and 131.8% still stand out. Recent news flow around KKR has focused on its role as a large alternative asset manager, its activity across private markets, and its...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service CEO Joins Policy Council As Valuation Stays Stretched

Martin Kropelnicki, Chairman and CEO of California Water Service Group (NYSE:CWT), has joined the CalCEO Council. The council brings together leading California CEOs to discuss and advise on statewide economic policy and business practices. This appointment connects California Water Service Group more directly with policy conversations that can influence the operating environment for regulated utilities in the state. California Water Service Group is a regulated water utility, so its...