U.S. Media Stock News

NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Cheesecake Factory (CAKE) Hits $1 Billion In Quarterly Sales As Margins Reach Decade High

Cheesecake Factory (NasdaqGS:CAKE) reported record quarterly revenue above US$1b, with decade high margins. The company launched a new cheesecake flavor tied to a National Cheesecake Day campaign supporting Feeding America. The news combines a major sales milestone with a charitable initiative that connects brand visibility and social impact. Cheesecake Factory operates a large casual dining chain centered on full service restaurants and an extensive dessert offering. This mix positions...
NYSE:MAN
NYSE:MANProfessional Services

ManpowerGroup Stock And UK AI Hiring Trends Investors Should Watch

AI driven hiring tools, virtual interviews and tighter rules around “social value” are reshaping how companies recruit, especially in the UK. That shift can help some stocks exposed to this trend and hurt others, depending on how they earn revenue and manage compliance pressure. If you care about where recruitment and workforce tech might fit in your portfolio, this screener offers a focused way to think about it. The rest of this article breaks down three stocks linked to these developments,...
NYSE:MPT
NYSE:MPTHealth Care REITs

Can Medical Properties Trust (MPT) Stay Below Fair Value As Its Earnings Call Nears?

Upcoming earnings call puts Medical Properties Trust in focus Medical Properties Trust (MPT) has scheduled a conference call and webcast on August 10, 2026, to discuss its second quarter 2026 results, with a press release set for before the market opens. See our latest analysis for Medical Properties Trust. At a last close of US$4.75, Medical Properties Trust’s recent share price return has been mixed, with a 30 day share price gain of 2.81% but a year to date share price decline of 6.5%. The...
NYSE:DVN
NYSE:DVNOil and Gas

Oil Stocks With The Most To Gain From Higher Crude Prices

Energy stocks are back in focus after Shell reported Q2 profits of $9.84b, with earnings more than doubling year over year alongside a sharp jump in oil prices. The conflict involving the US, Israel and Iran has disrupted crude and LNG flows through the Strait of Hormuz, and Brent crude prices have swung from around $73 to peaks above $120 a barrel. That kind of volatility can reshape risks and opportunities across the sector. This article looks at 3 large Energy sector stocks exposed to...
NasdaqGS:GOSS
NasdaqGS:GOSSBiotechs

Why Gossamer Bio (GOSS) Is Up 42.9% After FDA Clears Path For Seralutinib NDA Submission

Gossamer Bio recently reported that, following a Pre-NDA Type B meeting with the FDA, it is preparing a September 2026 NDA submission for seralutinib in pulmonary arterial hypertension, while also reacquiring worldwide rights to the drug and disclosing approximately US$57,000,000 in cash, cash equivalents and marketable securities as of June 30, 2026. An interesting angle is that the FDA flagged the strength of PROSERA’s results as review issues rather than filing issues, allowing Gossamer...
NYSE:HESM
NYSE:HESMOil and Gas

Is Hess Midstream (HESM) Overvalued After Its Dividend Increase?

Dividend increase puts Hess Midstream’s cash returns in focus Hess Midstream (HESM) has drawn fresh attention after its board declared a quarterly cash distribution of $0.7888 per Class A share for the June 30, 2026 quarter, an increase of $0.0096 from the prior quarter. The payout is scheduled for August 14, 2026, to Class A shareholders of record on August 6, 2026. This gives income focused investors a clear date to watch and a concrete cash figure to evaluate. See our latest analysis for...
NYSE:AXS
NYSE:AXSInsurance

Is AXIS Capital Holdings (AXS) Undervalued On Its Earnings Miss?

AXIS Capital Holdings (AXS) has drawn fresh attention after its latest quarterly results, which showed revenue and earnings per share below Wall Street forecasts despite year over year growth in both measures. See our latest analysis for AXIS Capital Holdings. The earnings miss appears to have triggered a sharp pullback, with AXIS Capital Holdings’ share price down 11.16% over the last day and 6.77% over the past week. However, the 1 year total shareholder return of 15.07% and 5 year total...
NYSE:RHI
NYSE:RHIProfessional Services

Did Mixed Q2 Results and Stronger Hiring Surveys Just Shift Robert Half's (RHI) Investment Narrative?

In the past week, Robert Half Inc. reported second-quarter 2026 results showing net income of US$26.32 million and diluted EPS of US$0.26, and issued third-quarter guidance calling for revenues of US$1.31 billion to US$1.41 billion and income per share of US$0.43 to US$0.53. Alongside these mixed results, the company pointed to stronger hiring intentions in its U.S. and Canadian surveys, underscoring ongoing demand for specialized talent solutions despite earlier earnings pressure. With...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Potato Supply Stress Meets Steady Snack Demand in Packaged Food Stocks

Hotter, drier UK weather is putting fresh pressure on potato crops and crisp production costs, even as demand for snacks remains steady. That mix of rising input risks and resilient consumer appetite can matter a lot for packaged food stocks in 2026. Some companies may be better placed than others to handle higher irrigation expenses, crop variability and pricing decisions. This article looks at 3 stocks from our Consumer Staples, Packaged Foods & Snacks screener that appear positively...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital (WDC) Faces New China Roadblocks As Chip Pressures Build

China has introduced new obstacles for Western Digital and other chip manufacturers that affect operations and access to the Chinese market. These measures come alongside a major Chinese IPO and the start of state-backed mass production of chip-making machines. The developments create fresh uncertainty for NasdaqGS:WDC around supply chains and long term market positioning in China. Western Digital enters this phase of China related pressure after a very large 1 year return and a year to...
NYSE:WES
NYSE:WESOil and Gas

How Investors Are Reacting To Western Midstream Partners (WES) $929 Million Shelf Registration Filing

In late July 2026, Western Midstream Partners, LP filed a shelf registration to issue up to US$929.33 million of common units, covering 19,389,239 securities. This filing gives the partnership flexibility to raise equity capital when needed, which could have implications for existing unitholder ownership and future financing choices. Next, we’ll explore how this potential equity issuance could reshape Western Midstream Partners’ investment narrative and its capital-intensive growth...
NYSE:SCHW
NYSE:SCHWCapital Markets

Is Charles Schwab (SCHW) Cheap After Record Revenue And A 67% Run?

Charles Schwab stock has delivered a 66.8% return over the past three years, and the current checks suggest the shares may still be pricing in less than the company’s full intrinsic value based on the Excess Returns model. At the same time, traditional earnings multiples point to a level that looks about right rather than deeply discounted. A 66.8% gain over three years puts Charles Schwab in focus for investors asking whether recent strength has already captured most of the...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 (PSX) Rises On Oil Market Tension As Valuation Questions Follow

Geopolitical shocks in the Middle East have pushed oil prices higher and widened refining crack spreads, putting Phillips 66 (PSX) in focus as investors reassess U.S. refiners' earnings power and capital return plans. See our latest analysis for Phillips 66. After a strong run, Phillips 66’s share price sits at US$206.81, with a 30 day share price return of 18.82% and a year to date share price return of 58.39%. The 1 year total shareholder return of 71.94% and 5 year total shareholder return...
NYSE:EDU
NYSE:EDUConsumer Services

New Oriental Education & Technology Group (EDU) Posts Strong Results, Is The Valuation Upside Still There?

Why New Oriental Education & Technology Group Stock Is Back on Investors’ Radar New Oriental Education & Technology Group (EDU) stock is in focus after the company reported stronger fourth quarter and full year 2026 results, along with fresh revenue guidance for fiscal 2027 and new shareholder return plans. See our latest analysis for New Oriental Education & Technology Group. The latest earnings, fresh revenue guidance and new shareholder returns have put New Oriental Education & Technology...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ (CBZ) Stock Looks Fairly Priced Following The $5 Billion Cash Deal

CBIZ stock has surged in recent weeks and now trades very close to the US$55 per share price implied in Grant Thornton Advisors' agreed all cash acquisition, while the company's broader valuation checks still suggest the shares lean cheap rather than stretched. Over the past 5 years CBIZ has delivered a total return of about 70%, which points to meaningful long term value creation for shareholders compared to shorter term swings. The proposed US$5b all cash takeover by Grant Thornton...
NasdaqCM:OTLK
NasdaqCM:OTLKBiotechs

Outlook Therapeutics (OTLK) Stock Looks Cheap On Hope But Pricey On Book Value

Outlook Therapeutics stock has had a very weak run over the past five years, yet recent FDA approval for its lead drug has put fresh attention on whether the current US$1.00 share price is justified given the broader valuation checks. The share price has declined 97.9% over the past five years, which means long term holders have absorbed very heavy losses that set a low base for any future rerating. The recent FDA approval of LYTENAVA for wet age related macular degeneration can support...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun (RUN) Stock Looks Cheap After An 82% Five Year Fall

Sunrun stock is trading around US$9.47 after a very steep 82.3% decline over the past 5 years, and the valuation checks send a mixed message about whether that reset has gone far enough. Over 5 years, Sunrun shareholders have seen the share price fall 82.3%. This puts the current valuation in the context of a long and painful reset rather than a short term swing. Future demand for residential solar and Sunrun's ability to turn that demand into steady cash flows can support the current price...
NYSE:FLUT
NYSE:FLUTHospitality

Is Flutter (FLUT) Quietly Redefining Its Earnings Mix Through Prediction Markets And Market-Making?

Earlier this week, Jefferies analysts said Flutter Entertainment may be at an inflection point as worries about prediction market competition ease, citing recovering online sports betting trends and minimal evidence of share loss. Jefferies also highlighted potential new profit streams from market-making, FanDuel Predicts and regulatory leverage tied to prediction markets, which could reshape how investors view Flutter’s earnings mix. Next, we’ll explore how Jefferies’ focus on new profit...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

Nvidia Backed Nebius And 2 AI Infrastructure Stocks For Growth

Markets are searching for companies that can keep growing even as inflation, energy costs and central bank decisions pull in different directions. The Fast Growing Stocks With High Insider Ownership screener focuses on businesses where analysts and management see room for further expansion, and where insiders have meaningful skin in the game. That combination can appeal if you want growth that is supported by both external research and internal conviction. In this article you will see 3...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions (MSI) Heads Into Earnings With Its Valuation Story Back In Focus

Motorola Solutions (MSI) is back in focus as investors look ahead to its upcoming second quarter 2026 earnings release, with growing attention on expected earnings and revenue figures as well as the company’s record of beating past estimates. See our latest analysis for Motorola Solutions. At a latest share price of US$434.20, Motorola Solutions has recently gained momentum, with a 7 day share price return of 7.39% and a year to date share price return of 13.96%. The 5 year total shareholder...