U.S. Media Stock News

TD Cowen’s downgrade of Pentair (PNR) from Hold to Sell, together with a more cautious outlook than some recent positive opinions, has sharpened debate around the stock’s risk profile and return potential. See our latest analysis for Pentair. Those mixed analyst views are landing after a softer patch in the share price, with the stock at US$102.67 and a 90 day share price return of an 8.17% decline, even though the 3 year total shareholder return of 122.04% remains very strong. Momentum has...

Spotify recently announced that it will raise U.S. subscription prices in the first quarter of 2026, while also rolling out premium-only music videos in the U.S. and Canada to more directly compete with YouTube. This combination of higher pricing and added video features highlights Spotify’s effort to increase what paying customers receive while testing how much flexibility it has on pricing. We’ll now examine how Spotify’s upcoming U.S. price increase shapes its investment narrative around...

Everest Group (NYSE:EG) has moved back into focus after appointing new senior leaders to its Global Wholesale Specialty Insurance division, reshaping oversight of international underwriting, distribution, and portfolio strategy as investors watch for upcoming Q4 2025 results. See our latest analysis for Everest Group. The leadership reshuffle comes at a time when Everest Group’s share price has pulled back 2.6% over the past week but still shows a 7.2% 1 month share price return. The 1 year...

Recently, analysts warned that Affirm Holdings could be vulnerable as higher borrowing costs and rising default rates put extra pressure on lenders focused on subprime and near-prime consumers. The concern centers on Affirm’s lack of the scale and funding advantages enjoyed by major banks, which may leave it more exposed if consumer credit quality weakens further. We’ll now explore how mounting worries about credit losses and borrowing costs could affect Affirm’s previously optimistic...

If you are wondering whether ConocoPhillips at around US$97 per share is a bargain or fully priced, you are in the right place to unpack what that number might really mean for you. The stock has returned 3.2% over the last week, 3.7% over the last month, 0.4% year to date, a 1.2% decline over the past year, and 145.2% over five years, which gives you a mix of short term stability and longer term volatility to think about. Recent news around ConocoPhillips has largely focused on its position...

Why Cisco Systems (CSCO) Is Back on Investor Radars Cisco Systems (CSCO) is drawing fresh attention after a period of mixed short term returns, with the share price down over the past month but higher across the past 3 months and year. See our latest analysis for Cisco Systems. The recent 30 day share price return of a 3.1% decline contrasts with a stronger 90 day share price return of 7.5%, while the 1 year total shareholder return of 31.4% highlights how momentum has been building over a...

Ambarella (AMBA) is back in focus after CES announcements for its CV7 edge AI vision chip and a new Developer Zone, giving investors fresh data points on how the stock aligns with its AI ambitions. See our latest analysis for Ambarella. The CES news appears to have reignited interest, with the 7 day share price return of 10.52% and 30 day share price return of 4.06% partly offsetting a 90 day share price return of 9.31%. The 1 year total shareholder return of 3.75% still reflects a mixed...

CoreWeave (CRWV) has been catching investor attention after recent trading swings, with the share price closing at US$76.86. You may be considering what this means for a business focused on GenAI cloud infrastructure and related compute services. See our latest analysis for CoreWeave. The recent pullback, with a 1 day share price return of 3.1% decline and a 30 day share price return of 13% decline, sits against a much steeper 90 day share price return of 45.1% decline. This suggests momentum...

If you are wondering whether Lyft's share price still lines up with the underlying business, it helps to step back and look at what the current market is really paying for. At a last close of US$19.15, the stock is down 0.8% over the past week and 16.6% over the past month, while still showing a 33.7% return over 1 year and 43.9% over 3 years, compared to a 62.2% decline over 5 years. Recent coverage has focused on how Lyft is positioned within the ride hailing space and how investors are...

QXO (QXO) has secured a private placement of up to US$1.145 billion in Series C convertible perpetual preferred stock, led by Apollo affiliates and Franklin Advisers, to fund acquisition-focused expansion within a defined timeframe. See our latest analysis for QXO. The Apollo led preferred equity announcement has gone hand in hand with a sharp move in the shares, with QXO’s latest share price at $23.30 and a 1 day share price return of 18.15%. Over the past year, investors have seen a 46.73%...

Construction Partners (ROAD) has recently drawn attention after its shares closed at US$113.74, with returns of 1.4% over the past day and 3.4% over the past week catching investor interest. See our latest analysis for Construction Partners. The recent 10.4% 1 month share price return comes after a softer 90 day share price return of 9.1%. Meanwhile, the 1 year and 3 year total shareholder returns of 26.7% and over 3x suggest momentum has generally been building over time. If Construction...

Earnings miss, guidance reset and a completed buyback Kroger (KR) is back in focus after its recent quarter, where revenue came in flat and GAAP earnings missed expectations, even as management raised full year EPS guidance and completed a large share repurchase program. See our latest analysis for Kroger. The mixed quarter and updated guidance have come against a weaker tape for the shares, with a 90 day share price return of 9.29% decline and a 1 year total shareholder return of 6.60%,...

The New York Times Company has recently outlined new investments to expand its digital subscription bundles, bolster The Athletic, and build out its audio and podcast offerings while exploring wider digital advertising partnerships. An interesting angle is how these moves deepen the company’s shift toward a broader digital platform spanning news, sports, and audio experiences, potentially reshaping how it balances subscription and advertising income. We’ll now explore how this renewed push...

Walt Disney (DIS) is back in the spotlight after “Zootopia 2” and “Avatar: Fire and Ash” both crossed the US$1b global box office mark, alongside early traction for its ESPN streaming service. See our latest analysis for Walt Disney. Those box office milestones and progress in streaming come as the share price sits at US$114.57, with a 30 day share price return of 8.8% but a weaker 5 year total shareholder return of 33.37% decline. This suggests recent momentum is improving after a tougher...

Auditor change puts Lotus Technology (NasdaqGS:LOT) under a governance spotlight Lotus Technology (NasdaqGS:LOT) has replaced KPMG Huazhen LLP with Grant Thornton Zhitong Certified Public Accountants LLP as its independent auditor, a governance development that can shape how investors assess the company’s financial reporting. See our latest analysis for Lotus Technology. The auditor change follows a volatile period for Lotus Technology, with the $1.50 share price sitting above recent lows, a...

Veeco Instruments (VECO) has been drawing attention after recent share price moves, with the stock up 1.7% over the past day and 6.7% over the past week, in contrast to a small decline over the past month. See our latest analysis for Veeco Instruments. At a share price of $31.07, Veeco Instruments has seen short term momentum pick up, with the recent 1 day and 7 day share price returns contrasting with a softer 30 day share price return and longer term total shareholder returns in the mid...

Combined Insurance, a Chubb company, recently launched the Chubb Benefits brand, unifying its supplemental and workplace benefits operations in North America under the global Chubb identity with refreshed logos, colors, and digital platforms. This move tightens brand cohesion across multiple business lines, potentially improving customer recognition and distribution effectiveness in the supplemental and workplace benefits market. We’ll now examine how unifying supplemental and workplace...

Trane Technologies (TT) is back in focus after comments at CES 2026 suggested Nvidia’s Rubin chip platform could cut data center cooling needs, prompting investors to reassess HVAC exposure alongside a more cautious sector outlook. See our latest analysis for Trane Technologies. At a share price of $390.97, Trane’s recent 7 day and 30 day share price declines of 0.19% and 2.61% sit alongside a 90 day drop of 8.30%, as investors factor in the more cautious sector commentary, the Nvidia Rubin...

PTC recently announced new artificial intelligence capabilities for its FlexPLM retail product lifecycle management platform that automate tech pack creation by extracting data from design drawings to populate bills of materials, measurements, construction details, attributes, and colorways. This move highlights how PTC is extending its Intelligent Product Lifecycle vision into retail, using AI to streamline complex development workflows and reduce costly manual errors for brand and retailer...

Sysco (SYY) is back on many investors’ screens after its latest financial figures, with revenue of US$82.0b and net income of US$1.8b. This has prompted fresh questions about how the stock’s current valuation lines up with its fundamentals. See our latest analysis for Sysco. The share price has softened in recent months, with a 90 day share price return of 7.58% and a modest year to date share price gain of 0.23%. The 1 year total shareholder return is 0.37%, which suggests momentum has been...

Bitmine Immersion Technologies recently urged shareholders to approve a charter amendment boosting authorized shares from 500 million to 50 billion, ahead of a January 15, 2026 annual meeting, to support capital raising, acquisitions, and potential future stock splits. This proposal is tightly linked to Bitmine’s effort to build a large Ethereum treasury, including plans for its Made in America Validator Network and an ambition to accumulate 5% of the global ETH supply. We’ll now examine how...

Align Technology (ALGN) is back on investor radars after recent share price moves, with the stock showing mixed returns over the past month and past 3 months, compared with a weaker one year performance. See our latest analysis for Align Technology. Recent share price momentum has picked up, with a 90 day share price return of 20.32% from a last close of $160.13, although the 1 year total shareholder return of a 26.40% decline highlights that longer term performance remains weak and sentiment...

In recent months, Energy Transfer LP outlined plans to invest about US$5.0 billion to US$5.5 billion in 2026 growth capital, largely to expand its natural gas network, including upsizing the Desert Southwest Transwestern pipeline to support rising demand from utilities, data centers, and potential coal-to-gas power plant conversions. This build-out, backed by long-term contracts and interest from income-focused investors, underscores how Energy Transfer is trying to turn emerging AI-driven...

Leadership transition and what it could mean for investors Customers Bancorp (CUBI) has now completed its planned leadership transition, with Sam Sidhu taking the CEO role and joining the Board, while founder Jay Sidhu moves to Executive Chairman. This handoff, supported by new long-term incentive agreements for both executives, reflects an emphasis on continuity of leadership and a clear, performance-linked framework that investors can monitor over time. See our latest analysis for Customers...