U.S. Media Stock News

NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences Data And Label Updates Test HIV And CAR T Valuation

Gilead Sciences and Kite are highlighting new late stage HIV and CAR T cell therapy data, along with regulatory updates, at upcoming medical meetings in 2026. Gilead Sciences plans to present Phase 3 results for a new single tablet HIV regimen and updates on HIV cure research at CROI 2026. Kite received an FDA label update for Yescarta that removes a key limitation of use in relapsed or refractory primary central nervous system lymphoma, expanding eligible patients for this CAR T cell...
NYSE:OKE
NYSE:OKEOil and Gas

Is ONEOK (OKE) Pricing Reflecting Its Midstream Role And Recent Share Performance?

If you are wondering whether ONEOK’s current share price fairly reflects its underlying value, you are not alone. This article is built to help you connect the recent price action with the fundamentals. ONEOK closed at US$86.11, with returns of 3.2% over the past week, 15.7% over the last 30 days, 15.8% year to date and a 7.8% decline over the past year, alongside longer term returns of 52.4% over 3 years and 150.4% over 5 years. Recent news coverage around ONEOK has focused on its role as a...
NYSE:AAP
NYSE:AAPSpecialty Retail

Does Advance Auto Parts’ Profit Rebound and 2026 Outlook Change The Bull Case For AAP?

Advance Auto Parts recently reported fourth-quarter 2025 results showing US$1,973 million in sales and a return to profitability with US$6 million in net income, alongside improved margins and positive comparable sales growth. The company paired this earnings recovery with 2026 guidance for US$8,485 million to US$8,575 million in net sales and affirmed a regular US$0.25 per-share dividend, underscoring its ongoing turnaround and capital-return plans. We’ll now examine how this earnings...
NYSE:MOD
NYSE:MODBuilding

Modine Refocuses On Climate Solutions As AI Data Center Demand Builds

Modine Manufacturing (NYSE:MOD) is shifting toward a higher margin, pure play climate solutions business following the spin off of its Performance Technologies segment. The company is seeing growing traction in cooling solutions for AI data centers and is pursuing potential long term agreements with major hyperscale customers. These changes represent a material reset of Modine's business mix and risk profile that goes beyond routine earnings updates. For you as an investor, the key point is...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Early To Reconsider SoFi Technologies (SOFI) After Its Recent Share Price Slide?

If you are wondering whether SoFi Technologies at around US$19.61 is a bargain or already pricing in a lot of optimism, you are not alone. The stock has had a mixed run, with a 7.4% decline over the past week, a 25.0% decline over the past month, and a 28.6% decline year to date, while still showing a 16.5% return over the past year and a very large 3 year gain alongside a 2.5% decline over 5 years. These swings have kept SoFi on many watchlists, as investors reassess what they are willing...
NYSE:NLY
NYSE:NLYMortgage REITs

Annaly Declares Q1 2026 Preferred Dividends And Signals Income Priorities

Annaly Capital Management (NYSE:NLY) has declared quarterly preferred stock dividends for Q1 2026. The announcement covers multiple preferred series, with payments scheduled according to each series' terms. The decision directly affects preferred shareholders who rely on regular income distributions. Annaly Capital Management is a large mortgage real estate investment trust focused on owning and financing mortgage assets. For income focused investors, preferred shares of mortgage REITs sit...
NYSE:XOM
NYSE:XOMOil and Gas

A Look At Exxon Mobil (XOM) Valuation As Production Hits Multi Decade Highs And Cost Savings Build

Exxon Mobil (XOM) is in focus after reporting its highest production in more than four decades, with record volumes from the Permian Basin and offshore Guyana, alongside sizable structural cost savings versus international peers. See our latest analysis for Exxon Mobil. The recent production records come after a strong run in the share price, with a 30 day share price return of 14.29% and a 90 day gain of 26.50%. The 1 year total shareholder return of 39.41% and 5 year total shareholder...
NYSE:ETN
NYSE:ETNElectrical

Should Eaton’s $8 Billion Loan and Upbeat 2026 Outlook Require Action From Eaton (ETN) Investors?

In early February 2026, Eaton Corporation entered into a senior unsecured delayed draw term loan facility of up to US$8.00 billion maturing on December 31, 2026, while also reporting fourth-quarter 2025 sales of US$7,055 million and net income of US$1,132 million, alongside full-year 2025 sales of US$27,448 million and net income of US$4,087 million. The company coupled these past results with 2026 guidance calling for mid‑single‑digit to high‑single‑digit organic growth and higher earnings...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Lululemon Legging Complaints Test Product Trust And Governance Shifts

Recurring customer complaints about see through leggings, including the Heart Scatter and earlier Get Low lines, have resurfaced concerns about lululemon athletica's product quality. The issues are emerging during an ongoing CEO transition and at a time when activist investors are pushing for changes to the board. These product and governance pressures are raising fresh questions about the brand's direction and oversight. For investors tracking NasdaqGS:LULU, the timing of these complaints...
NYSE:BK
NYSE:BKCapital Markets

Is BNY’s Latest ADR Mandate Deepening Its Role in Global Capital Flows (BK)?

In early February 2026, Chilwa Minerals Limited announced it had appointed Bank of New York Mellon as depositary bank for a sponsored ADR program, a key step as Chilwa advances toward a planned Nasdaq listing and seeks broader access to U.S. capital markets. This move reinforces BNY’s role at the center of cross-border capital flows by using its ADR infrastructure to connect overseas issuers with U.S. investors. We’ll now examine how BNY’s expanding ADR role for issuers like Chilwa Minerals...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

A Look At Crocs (CROX) Valuation After Earnings Beat And Post‑Results Share Price Surge

Crocs (CROX) has jumped back onto investors’ radar after fourth quarter earnings and revenue exceeded analyst expectations, sparking a sharp share price move and renewed interest in the footwear maker. See our latest analysis for Crocs. Despite a 22.4% 90 day share price return and a 16.6% 30 day share price return up to the latest close of $96.88, Crocs’ 1 year total shareholder return of 9.8% decline and 3 year total shareholder return of 18.4% decline suggest that recent momentum follows a...
NYSE:FLR
NYSE:FLRConstruction

Is Fluor (FLR) Offering Value After Recent 5% Pullback And Mixed Valuation Signals?

If you are wondering whether Fluor's current share price gives you good value, this article walks through what the numbers say about the stock and how to interpret them. Fluor recently closed at US$45.48, with returns of 3.4% over the last 30 days, 9.1% year to date and 14.4% over the past year, while the last 7 days saw a 5.5% decline. Recent news around Fluor has focused on its role as a major engineering and construction group and how investors view its project pipeline and sector...
NasdaqGS:ACLX
NasdaqGS:ACLXBiotechs

Did Anito-cel’s D-Domain Safety Signal at Tandem Just Shift Arcellx's (ACLX) Investment Narrative?

Arcellx announced that a late-breaking abstract on its BCMA-directed CAR T therapy anitocabtagene autoleucel (anito-cel), featuring its novel D-Domain binder, was accepted and presented at the 2026 Tandem Meetings, highlighting preclinical data in relapsed or refractory multiple myeloma. The preclinical poster suggested that the compact D-Domain binder avoided tonic signaling and off-target activity seen with some other BCMA CAR constructs, potentially pointing to a differentiated safety...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Is Nutanix (NTNX) Priced Attractive After Recent Share Price Weakness

If you are wondering whether Nutanix at around US$41.76 is a bargain or a value trap, you are not alone. This article is here to walk you through what the current price might be telling you. The stock has had a mixed run, with a 0.3% decline over the last week, an 8.7% decline over the past month, a 17.5% decline year to date, but returns of 50.1% over 3 years and 30.6% over 5 years that may still catch the eye of longer term investors. Recent coverage has focused on Nutanix as a key player...
NYSE:IVZ
NYSE:IVZCapital Markets

How Investors Are Reacting To Invesco (IVZ) Beating Expectations With Income Appeal And ETF Focus

In recent weeks, Invesco reported revenue growth of 8.8% year on year, surpassing analyst expectations on revenue, EBITDA, and EPS while continuing to emphasize ETFs, digital initiatives, and private markets as key business areas. At the same time, Invesco has drawn attention with a dividend yield above its industry average, a history of dividend increases, and internal commentary highlighting opportunities in discounted UK equities and sector-focused ETFs. We’ll now examine how Invesco’s...
NYSE:BALL
NYSE:BALLPackaging

A Look At Ball (BALL) Valuation After Strong 2025 Results And Upbeat 2026 Guidance

Ball (BALL) has been in focus after reporting fourth quarter and full year 2025 results alongside fresh 2026 guidance, combining detailed earnings figures with a projection for comparable diluted EPS growth of more than 10%. See our latest analysis for Ball. The recent earnings beat and 2026 guidance have arrived after a strong run in the share price, with a 30 day share price return of 19.99% and a 90 day share price return of 41.45%. The 1 year total shareholder return of 37.08% contrasts...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Wins TFLN Contract That May Support Long Term Valuation Story

Raytheon, an RTX (NYSE:RTX) business, secured an Air Force Research Laboratory contract to build a U.S. production capability for thin film lithium niobate wafers. The project focuses on domestic supply of TFLN, a key material for high speed communications and advanced sensing systems used in defense and commercial technologies. The effort is supported by the U.S. Air Force and involves collaboration with photonics specialist G&H to reduce reliance on foreign sources. For you as an...
NYSE:FIG
NYSE:FIGSoftware

Figma Leans Into AI Partnerships As Valuation And Profitability Questions Linger

Figma (NYSE:FIG) is expanding its AI integrated design tools, including Figma Make, Draw, Sites, and Buzz. The company has entered a partnership with OpenAI and built technical integrations with Gemini 3 Pro. These AI moves are associated with customer growth and retention as competition in generative AI design tools intensifies. Figma, known for its browser based design and collaboration platform, is pushing deeper into AI centered workflows at a time when design and product teams are...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks Expands AI Security Platform With CyberArk And Koi Deals

Palo Alto Networks completed its acquisition of CyberArk, adding identity security to its platform. The company launched Unit 42 Managed XSIAM 2.0, a managed SOC service that includes a Breach Response Guarantee. Palo Alto Networks entered a definitive agreement to acquire Koi, expanding into AI driven endpoint security. For investors watching NasdaqGS:PANW, these moves come as the stock trades around $166.95, with a 3 year return of 100.1% and a 5 year return of 165.1%. Recent performance...
NYSE:NCLH
NYSE:NCLHHospitality

Is It Time To Reassess Norwegian Cruise Line Holdings (NCLH) After Prolonged Share Price Weakness

If you are wondering whether Norwegian Cruise Line Holdings is priced attractively right now, this article walks through what the current share price might imply about its value. The stock closed at US$21.49 recently, with a 7 day return of an 8.8% decline, a 30 day return of a 2.4% decline, a year to date return of a 5.7% decline and a 1 year return of a 21% decline, compared with a 3 year return of 26.6% and a 5 year return of a 24.9% decline. Recent headlines around Norwegian Cruise Line...
NYSE:WMB
NYSE:WMBOil and Gas

Williams Companies (WMB) Valuation Check After Strong Results Dividend Hike And Upgraded 2026 Outlook

Williams Companies (WMB) is back in focus after reporting full year 2025 results. The company highlighted higher revenue and net income, a 5% dividend increase for 2026, and guidance that came in ahead of Wall Street expectations. See our latest analysis for Williams Companies. WMB's recent earnings and dividend update have arrived alongside a sharp pick up in momentum, with a 17.43% 1 month share price return and a 29.38% 1 year total shareholder return suggesting stronger investor...
NYSE:GE
NYSE:GEAerospace & Defense

Has General Electric (GE) Run Too Far After Its 51% One Year Rally

If you are wondering whether General Electric's share price still makes sense after a strong run, this article is here to help you unpack what that price might be implying about value today. GE closed at US$315.41, with returns of 51.0% over 1 year and a very large gain over 3 years, while the last 7 days, 30 days and year to date show modest pullbacks of 0.3%, 3.0% and 1.7% respectively. Recent news around General Electric has mainly focused on its ongoing position in the capital goods...
NYSE:KKR
NYSE:KKRCapital Markets

Assessing KKR (KKR) Valuation After Insider Buying And Record Assets Under Management

User interest in KKR (KKR) has picked up after a director bought 50,000 shares and the firm used a major conference to highlight record assets under management and its Arctos acquisition plans. See our latest analysis for KKR. The recent insider purchase and focus on record assets under management come after a sharp reset in the share price, with a 30 day share price return of 22.59% decline and a year to date share price return of 21.08% decline, even though the 3 year total shareholder...
NYSE:IOT
NYSE:IOTSoftware

Assessing Samsara (IOT) Valuation After Samsara Coach Super Bowl Launch

Samsara (IOT) is back in the spotlight after unveiling Samsara Coach, an AI-powered driver coaching tool introduced through a Super Bowl LX commercial featuring NASCAR champion Jesse Love as a digital avatar. See our latest analysis for Samsara. Despite the Super Bowl spotlight and recent expansion in Canada, momentum in Samsara’s share price has cooled, with a 30 day share price return of a 21.7% decline and a 1 year total shareholder return of a 55.2% decline, while the 3 year total...