U.S. Media Stock News

NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Stretch Preferreds Reshape Strategy Bitcoin Funding And Dilution Trade Offs

Strategy, listed as NasdaqGS:MSTR, has launched and expanded a perpetual preferred stock program branded "Stretch" to fund additional Bitcoin acquisitions. The company is using Stretch to raise capital for its Bitcoin strategy while aiming to limit dilution from new common share issuances. The preferred structure introduces fixed dividend obligations that could reshape Strategy's capital mix and risk profile over time. Strategy, trading at $126.07, sits at the intersection of AI analytics...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Is Nasdaq’s (NDAQ) New Private Capital Index Suite Quietly Redefining Its Competitive Moat?

On 10 February 2026, Nasdaq, Inc. launched the Nasdaq Private Capital™ Indexes, a rules-based benchmark suite built from more than 14,000 institutional private market funds representing about US$11.40 trillion in global AUM across private equity, debt, venture, real estate and other strategies. The indexes apply a documented methodology, including Modified Dietz quarterly performance and NAV-weighted aggregation, aiming to give institutional investors clearer, more consistent performance...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor (ON) Is Up 14.7% After Mixed 2025 Results And New AI-Focused Strategy Shift – Has The Bull Case Changed?

ON Semiconductor’s February 9 earnings release showed fourth-quarter 2025 revenue of US$1,530.1 million and net income of US$181.8 million, with full-year revenue of US$5,995.4 million and net income of US$121 million, alongside new first-quarter 2026 guidance and continued share repurchases. Beyond the headline figures, onsemi underscored more than US$250 million in 2025 AI data center revenue, a new US$6.00 billion buyback program, and plans to exit about US$300 million of non-core revenue...
NYSE:MKL
NYSE:MKLInsurance

Is Markel Group (MKL) Still Attractive After Long-Term Rally And Mixed Valuation Signals

If you are wondering whether Markel Group is still offering fair value after a long run as an insurance and investment holding company, you are not alone in asking what you are really paying for at US$2,099.06 per share. The stock has returned 2.2% over the last 7 days, while the 30 day and year to date returns show 1.0% and 1.5% declines, against a 10.5% return over 1 year, 55.7% over 3 years, and 91.9% over 5 years. Recent news around Markel Group has focused on its role as an insurance...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN) Margins Hold At 3.7% Testing Bullish Profitability Narratives

Parsons FY 2025 results in focus Parsons (PSN) has put fresh numbers on the table for FY 2025, with Q3 revenue at US$1.6 billion and basic EPS of US$0.60, setting the tone for how the rest of the year is shaping up. The company has seen quarterly revenue move from US$1.55 billion in Q1 2025 to US$1.62 billion in Q3 2025, while EPS has ranged from US$0.52 to US$0.62 over the same stretch. This gives investors a clearer view of how earnings are tracking as margins and profit quality stay in...
NYSE:DD
NYSE:DDChemicals

DuPont De Nemours (DD) One Off US$577 Million Loss Tests Bullish Margin Narrative

DuPont de Nemours (DD) has just laid out a choppy FY 2025 picture, with Q4 revenue of US$1.7 billion and a basic EPS loss of US$0.28, against a trailing twelve month EPS of US$1.73 built on revenue of US$12.8 billion and a reported 72.4% earnings growth over the last year. Over recent periods the company has seen revenue move from US$12.4 billion to US$12.8 billion on a trailing basis, while net margin has shifted from 3.8% to 5.7%. This sets up a story where stronger earnings growth, a one...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Assessing Electronic Arts (EA) Valuation As Shares Trade Near Analyst Targets

Electronic Arts (EA) is back in focus for investors, with recent trading highlighting how its gaming portfolio and live services model are translating into current returns rather than one off headline events. See our latest analysis for Electronic Arts. At a share price of $202.24, Electronic Arts has seen mixed short term share price returns, including a 2.74% 7 day gain and a slight 30 day decline. Its 1 year and 3 year total shareholder returns of 54.92% and 81.34% point to stronger longer...
NYSE:QXO
NYSE:QXOTrade Distributors

Assessing QXO (QXO) Valuation After Strong Recent Share Price Momentum

QXO stock snapshot after recent performance shift QXO (QXO) has drawn fresh attention after a sharp move, with the stock up 16.6% over the past day, 17% over the week, and 9.1% over the past month. See our latest analysis for QXO. That sharp 1-day share price return of 16.6% comes on top of a 54.7% 90-day share price return. The 1-year total shareholder return of 101.9% contrasts with a 5-year total shareholder loss of 34.0%, suggesting recent momentum has picked up after a weaker long...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK) Valuation Check After New United Utilities WaterNet Agreement

Tetra Tech (TTEK) drew fresh investor attention after United Utilities selected its WaterNet SaaS platform under a 5 year agreement to support AMP8 leakage reduction and demand management commitments in the UK. See our latest analysis for Tetra Tech. Despite a 5.1% one day share price decline to US$40.42 and a slightly weaker 7 day share price return, Tetra Tech still shows firm momentum with a 12.8% 30 day share price return and a 20.1% year to date share price return. Its 1 year total...
NasdaqGS:PRAX
NasdaqGS:PRAXBiotechs

Why Praxis Precision Medicines (PRAX) Is Up 6.6% After Dual NDA Timeline and Investor Push - And What's Next

Praxis Precision Medicines recently presented at Guggenheim Securities’ Emerging Outlook: Biotech Summit 2026 and scheduled its fourth-quarter and full-year 2025 results and corporate update for February 19, 2026, highlighting upcoming regulatory milestones for ulixacaltamide and relutrigine, both with FDA Breakthrough Therapy Designation and planned New Drug Application submissions by mid-February. What stands out is how tightly the company’s investor outreach, conference appearances and...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Red Rock Resorts (RRR) Earnings Growth And 9.3% Margin Test Bullish Narratives

Red Rock Resorts (RRR) closed FY 2025 with Q4 revenue of US$511.8 million and basic EPS of US$0.76, with trailing twelve month EPS at US$3.19 and revenue at about US$2.0 billion framing the full year picture. Over recent quarters the company has seen revenue move from US$495.7 million in Q4 2024 to US$526.3 million in Q2 2025 and EPS range between US$0.49 in Q3 2024 and US$0.96 in Q2 2025, giving investors a clear view of how the top and bottom line have tracked into the latest print. With...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

Does MillerKnoll’s New 2026 Term Loan (MLKN) Quietly Redefine Its Balance‑Sheet Playbook?

On February 10, 2026, MillerKnoll, Inc. refinanced its existing 2025 Term Loan B Facility with a new 2026 Term Loan B Facility, replacing about US$550,000,000 of debt with slightly lower interest margins and enhanced prepayment flexibility while keeping the August 7, 2032 maturity date unchanged. This refinancing slightly reduces the company’s borrowing spread and allows penalty-free prepayments in most cases, potentially improving MillerKnoll’s financial flexibility and interest expense...
NYSE:WAB
NYSE:WABMachinery

Westinghouse Air Brake Technologies (WAB) Margin Improvement Reinforces Bullish Services And Digital Narratives

Westinghouse Air Brake Technologies (WAB) just posted third quarter FY 2025 revenue of about US$2.9b with basic EPS of US$1.81, setting the tone for how the rest of the year could shape up for shareholders focused on earnings power. The company has seen revenue move from US$2.6b in the first quarter of FY 2025 to US$2.9b in the third quarter, while basic EPS has ranged between US$1.88 and US$1.96 over that stretch, giving investors a clear view of how recent quarters compare. With trailing...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Samsung HBM4 Shipments Put Nvidia AI Supply Chain In Focus

Samsung has started commercial shipments of its next generation HBM4 memory chips to Nvidia. The new HBM4 supply is slated for Nvidia’s upcoming Vera Rubin AI accelerators. This marks a shift in the AI hardware supply chain, affecting memory supplier roles and competition with SK Hynix and Micron. NVIDIA (NasdaqGS:NVDA), currently trading at $190.05, sits at the center of the build out of AI infrastructure, and this new HBM4 supply link with Samsung goes straight to the core of its hardware...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Assessing TPG (TPG) Valuation After Recent Share Price Weakness

What recent returns suggest about TPG (TPG) TPG (TPG) has seen negative returns across the past week, month and past 3 months, with the stock closing at US$49.67. This may prompt investors to reassess recent performance drivers. See our latest analysis for TPG. That recent drop, including a 6.42% 1 day share price decline and 24.78% 30 day share price decline to US$49.67, contrasts with a 3 year total shareholder return of 60.21%. This suggests longer term holders have still seen gains even...
NYSE:SMG
NYSE:SMGChemicals

Assessing Scotts Miracle-Gro (SMG) Valuation As Miracle-Gro Expands Indoor Gardening Product Line

Scotts Miracle-Gro (SMG) is back in focus after its Miracle-Gro brand rolled out a refreshed indoor product lineup, expanding soils, plant foods and pest solutions tied to growing interest in indoor gardening and self-care. See our latest analysis for Scotts Miracle-Gro. The refreshed Miracle-Gro indoor range lands at a time when Scotts Miracle-Gro’s short term momentum is picking up, with a 30 day share price return of 9.46% and a year to date share price return of 13.07%, set against a 5...
NYSE:AER
NYSE:AERTrade Distributors

Will AerCap’s Bigger Buybacks and Dividend Shift Capital Return Narrative for AerCap Holdings (AER)?

AerCap Holdings reported past full-year 2025 results with revenue of US$8.52 billion and net income of US$3.75 billion, alongside significant share repurchases totaling US$1.15 billion and a quarterly dividend declaration of US$0.40 per share for March 2026. Frontier Group Holdings’ past announcement of an early return of 24 A320neo aircraft and future sale-leaseback deals with AerCap highlights how the lessor is actively reshaping its fleet exposure while maintaining long-term customer...
NYSE:WH
NYSE:WHHospitality

A Look At Wyndham Hotels & Resorts (WH) Valuation As International Expansion Plans Advance

Wyndham Hotels & Resorts (WH) has been busy on the expansion front, announcing Dolce by Wyndham’s entry into India with Fine Acers and new Ramada properties, including branded residences, in Istanbul, Türkiye. See our latest analysis for Wyndham Hotels & Resorts. These India and Türkiye moves come after a steady 90-day share price return of 9.84% to US$79.50, yet the 1-year total shareholder return of 25.68% decline suggests longer term holders have had a tougher run. This hints that...