U.S. Media Stock News

Iridium PNT ASIC launch puts GPS resilience in focus Iridium Communications (IRDM) has begun commercial roll out of its PNT ASIC, a chip designed to provide cryptographically secure timing and location data in environments where traditional GPS and GNSS signals can be unreliable. The company reports demand from more than 150 organizations across sectors such as maritime, aviation, unmanned systems, telecommunications, and critical infrastructure. This reflects growing interest in backup...

Earlier this month, media reports indicated that Alphabet’s Waymo is considering ending its robotaxi collaboration with Uber, with Uber confirming Waymo intends to operate independently in key U.S. markets such as Austin and Atlanta from January 2028. This potential split raises fresh questions about Uber’s reliance on third‑party autonomous vehicle partners after investing more than US$10.00 billion in self‑driving collaborations since 2020. We’ll now examine how the potential Waymo breakup...

Green Plains stock has more than doubled over the past year, yet its current checks suggest the shares still look inexpensive relative to underlying fundamentals rather than stretched after the run. Over the past 12 months, Green Plains has returned 104.2%, which puts recent performance firmly in focus when judging whether the current price still offers value. Recent gains have been linked in part to energy market tensions highlighted by news around U.S. military action and shipping risks...

American Assets Trust (AAT) drew attention after outperforming the broader Finance sector so far this year, with a year-to-date return well above the sector average and a Zacks Rank of #2 (Buy). See our latest analysis for American Assets Trust. At a latest share price of $24.30, American Assets Trust has eased in the short term, with a 7 day share price return of 4.74% and a 30 day share price return close to flat, while its 90 day share price return of 16.21% and 1 year total shareholder...

Century Communities, Inc. has reported its second-quarter 2026 results, with revenue of US$927.23 million versus US$1,000.72 million a year earlier, net income of US$36.15 million versus US$34.85 million, and basic earnings per share from continuing operations of US$1.26 versus US$1.15. At the same time, the company completed a significant share repurchase tranche, buying back 352,811 shares in the quarter and 3,035,313 shares since July 2024, while expanding its Century Complete footprint...

Earlier this week, ServiceNow reported Q2 2026 results showing revenue rising to US$3,987 million from US$3,215 million a year earlier, while net income eased to US$298 million and diluted EPS from continuing operations slipped to US$0.29 from US$0.37. Alongside the earnings beat and higher full-year subscription revenue outlook, management revealed that AI-related annual contract value has already exceeded US$1 billion, underscoring how quickly its AI platform is being adopted across...

Reddit stock has fallen about 30.2% year to date, yet current valuation checks still suggest the shares are priced at a premium rather than offering clear value. With a year to date decline of 30.2%, Reddit has given back a significant portion of earlier gains, which may tempt investors who think the pullback has already reset expectations. Licensing Reddit content for AI training and data use can support higher long term revenue expectations, but uncertainty around renewing the Google...

Northern Trust stock has delivered a very strong 146.8% return over the past 3 years, yet the latest Excess Returns intrinsic value estimate and earnings multiples both suggest the shares now sit close to fair value rather than being an obvious bargain. After such a run, the question for investors is whether that near fair value reading still leaves enough room for the investment case to stay attractive. The 146.8% 3 year return points to a stock that has already rewarded investors heavily,...

Circle Internet Group (CRCL) continues to attract attention as investors weigh its role in stablecoin and blockchain infrastructure alongside recent trading performance, with the stock down 12% over the past month and 37% over the past 3 months. See our latest analysis for Circle Internet Group. Set against this short term weakness, Circle Internet Group’s share price has also declined on a longer view, with the 1 year total shareholder return falling 67.67%. This suggests recent gains have...

Recent Performance Snapshot for Innovative Industrial Properties Innovative Industrial Properties (IIPR) has drawn attention after a recent period of mixed share performance, with the stock roughly flat over the past month but posting a stronger gain across the past 3 months. At a recent closing price of US$61.48, the company carries a market value of about US$1.8b. Investors are weighing its role as a specialized real estate investment trust focused on industrial and life science...

Jackson Financial (JXN) has outlined a planned leadership handover, with current Executive Vice President and Chief Financial Officer Don W. Cummings set to become Chief Executive Officer and President, and Brian M. Walta moving into the Chief Financial Officer role. See our latest analysis for Jackson Financial. At a share price of $119.28, Jackson Financial has seen mixed short term moves, with a 1 day share price return of 2.58% and a 7 day share price return that declined 5.08%. In...

Texas Capital Bancshares (TCBI) has just posted Q2 2026 results with revenue of US$317.5 million and basic EPS of US$1.85, backed by quarterly net income of US$80.6 million. The company has seen revenue move from US$292.5 million in Q2 2025 to US$317.5 million in Q2 2026, while EPS shifted from about US$1.59 to US$1.85 over the same period, setting the stage for trailing twelve month EPS of roughly US$7.79. With a net profit margin of 27.3% over the past year and a Q2 net interest margin of...

Headlines about overwork, union pressure, and a record $410 million data breach fine at Coupang have put South Korea’s delivery sector under a harsh spotlight, and that matters for anyone holding stocks tied to this story. Tougher regulations, higher compliance costs, and reputational damage can all affect how these businesses operate and what investors are willing to pay for their shares. This article breaks down 3 stocks that are closely exposed to the recent news, all viewed as potentially...

Investor attention on Linde (LIN) is building ahead of its July 31 earnings release, as expectations for higher quarterly revenue and earnings intersect with the company’s renewed inclusion in the FTSE4Good Index. See our latest analysis for Linde. The recent 1 day share price return of 1.18% to US$512.28 sits against a stronger year to date share price return of 19.38%, while the 5 year total shareholder return of 78.34% points to investors rewarding Linde over a longer horizon as attention...

People Inc., led by Barry Diller, has proposed an $18 billion acquisition of MGM Resorts International (NYSE:MGM). The offer has drawn regulatory scrutiny from gaming authorities, including the Nevada Gaming Commission. Legal investigations are examining potential conflicts of interest and fiduciary duty issues related to Diller’s roles as MGM’s largest shareholder and board member. MGM Resorts International, trading at $45.54, is at the center of a high profile takeover proposal that could...

MannKind Corporation recently announced that the U.S. FDA approved Furoscix ReadyFlow, an at-home autoinjector delivering IV-equivalent furosemide for treating edema in adults with heart failure or chronic kidney disease, with dosing completed in under 10 seconds. This approval opens a new at-home care option in a very costly disease area and may expand MannKind’s reach beyond hospital-based treatment. We’ll now explore how FDA approval of this rapid at-home Furoscix ReadyFlow autoinjector...

Business First Bancshares, Inc. has reported past second-quarter 2026 results showing higher net interest income of US$77.84 million and net income of US$24.18 million year on year, while also declaring common and preferred dividends payable on August 31, 2026. The company’s completion of a US$11.29 million share repurchase program, alongside increased earnings and affirmed dividends, highlights management’s focus on returning capital to shareholders. We’ll now examine how Business First...

USA Rare Earth (NasdaqGM:USAR) has acquired a 13.6% stake in French rare earth processing company Carester SAS. The deal formalizes a supply chain collaboration focused on rare earth separation, midstream processing, and feedstock and oxide trading. The investment expands USA Rare Earth's position in the European rare earth value chain and connects its platform to Carester's processing facilities and engineering expertise. USA Rare Earth enters this agreement with Carester while its stock...

Realty Income stock has delivered a 26.1% return over the past three years, yet its latest valuation checks lean on the expensive side, so investors are weighing a solid track record of returns against signals that the current price may already be baking in a lot of optimism. Over the past three years, Realty Income has returned 26.1%, which gives existing shareholders a reasonable gain to measure against today’s valuation. Recent moves to expand and recast the company’s credit facilities...

In recent days, KKR has weighed strategic options for KKR Real Estate Finance Trust and moved to exit its stake in LCY Chemical, while investors also look ahead to its late-July earnings report amid mixed analyst expectations. This combination of portfolio reshaping and an uncertain earnings outlook highlights how KKR is actively refining its business mix while facing questions about future profit resilience. Next, we’ll examine how KKR’s review of KKR Real Estate Finance Trust affects the...

The paused US$110b merger between Paramount and Warner Bros Discovery has frozen a major shake up in streaming and content distribution, keeping current competitive lines in place for now. For investors, that pause can matter as much as the deal itself, because it helps reveal which stocks look more insulated and which remain heavily exposed to potential shifts in studio power and content supply. This article looks at 3 stocks from a Content Distribution and Streaming Platforms screener that...

Earlier this month, HA Sustainable Infrastructure Capital, Inc. entered into a new US$2.25 billion, 5-year unsecured revolving credit facility and a US$400 million, 3-year senior unsecured term loan, both tied to CarbonCount-based sustainability metrics and replacing prior facilities. The refinancing not only increases total committed liquidity but also lowers interest spreads, signaling lender confidence in the company’s climate-focused infrastructure financing model and carbon performance...

VICI Properties (VICI) drew fresh attention after the stock gained 1.56% in the latest session, ahead of its July 29, 2026 earnings release. See our latest analysis for VICI Properties. At a share price of $26.73, VICI Properties has seen short term momentum soften, with the share price return down 5.9% over three months and the 1 year total shareholder return declining 14.7%. This may reflect shifting expectations for risk and income relative to other real estate investment options. If this...

UnitedHealth Group (UNH) has reported new earnings, with second quarter 2026 results and an active share repurchase program giving investors updated figures to assess the health care giant’s stock. See our latest analysis for UnitedHealth Group. UnitedHealth Group’s recent earnings beat, share repurchases and raised full year outlook come against a backdrop of strong momentum, with a 90 day share price return of 18.55% and a 1 year total shareholder return of 53.71%, even though the 3 year...