U.S. Media Stock News

In February 2026, Etsy reported fourth-quarter 2025 sales of US$881.64 million with lower net income, completed a major share repurchase program totaling 14,423,260 shares for US$776.18 million, and prepared to present at the Morgan Stanley Technology, Media & Telecom Conference in March. Analysts responded by upgrading their views on Etsy following the Depop divestiture and pointing to stabilization in the core marketplace, while the company also adjusted UK search results to show total...

If you are wondering whether Axon Enterprise is still reasonably priced after its strong run, or if the current share price already reflects the story, this article unpacks those questions. Axon’s stock has recently shown sharp moves, with returns of 30.9% over 7 days and 19.8% over 30 days, alongside longer term returns of 2.8% year to date, 9.6% over 1 year, 160.6% over 3 years and 301.0% over 5 years. These price moves sit against a steady news flow about Axon’s role in public safety...

Leadership change in RGA’s investment engine Reinsurance Group of America (RGA) has appointed Jayson Bronchetti as Executive Vice President, Investments, a move that places a new leader in charge of the insurer’s global investment management function. Bronchetti previously held senior roles at Lincoln Financial, where he oversaw more than $300 billion in assets, chaired the board of a large mutual fund family, and guided a sizeable variable product hedging program. See our latest analysis for...

StoneCo (NasdaqGS:STNE) released quarterly results and updated its multi year priorities. The company detailed plans to return over BRL 2b to shareholders in 2026 through a new share repurchase program. Management highlighted sequential growth in its credit portfolio and new AI driven productivity initiatives. StoneCo also shared updated financial guidance as part of its broader business plan. StoneCo operates as a payments and financial technology provider in Brazil, serving merchants that...

Event overview and why Iridium 9604 matters for investors Iridium Communications (IRDM) has introduced the Iridium 9604, a compact module that combines its Short Burst Data satellite service, LTE-M cellular connectivity, and GNSS positioning in a single platform for dual-mode IoT deployments. The oversubscribed beta program and early industry feedback indicate that the product is attracting interest from companies focused on lower cost, higher volume IoT use cases. This development could...

If you are wondering whether e.l.f. Beauty at around US$81.09 is still priced reasonably, you are not alone. Many investors are asking if the current share price reflects the underlying business. The stock has seen a 14.5% decline over the past 7 days and a 4.6% decline over the past 30 days, while still showing a 4.2% return year to date and a 26.8% return over the last year. These movements can shift how the market views its potential and risk. Recent news coverage has focused on e.l.f...

Baker Hughes, NasdaqGS:BKR, has agreed to supply 31 BRUSH Power Generation electric generators to Boom Supersonic for AI data center infrastructure. The generators are intended to work with Boom's natural gas turbines to provide baseload electricity for AI and high performance computing. The move marks an expansion of Baker Hughes' role in data center power and energy technology beyond its traditional oil and gas presence. Baker Hughes, trading at $62.54, has seen its shares rise 32.7% year...

Unusual Machines, Inc. recently presented at the Emerging Growth Virtual Conference on February 26, 2026, with Chief Financial Officer Brian Hoff addressing investors and stakeholders. This appearance gives the company a platform to clarify its capital plans, acquisition priorities, and government-focused growth strategy directly with a wider audience. We’ll examine how the CFO’s Emerging Growth Virtual Conference presentation could influence Unusual Machines’ government-driven growth...

In February 2026, Rush Street Interactive CEO Richard Todd Schwartz sold roughly 500,000 shares, including 247,114 shares on 17 February, even as the company reported its tenth consecutive quarter of higher revenue, beat expectations and crossed US$1.00 billion in annual revenue for the first time. The same period also saw Rush Street Interactive’s annual earnings per share rise by a very large amount year over year, underscoring significant operational progress amid a rapidly expanding...

If you are wondering whether IHS Holding’s share price still offers value after a strong run, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$7.98, with a flat 7 day return of 0.0%, a 0.1% decline over 30 days, an 8.6% gain year to date and a 125.4% return over the past year that has drawn fresh attention to its potential risk and reward profile. Recent coverage around IHS Holding has focused on its role in telecom tower...

If you are wondering whether SL Green Realty's current share price really reflects what the business is worth, looking closely at how it is valued can help you frame that question more clearly. The stock last closed at US$39.05, with a 6.5% gain over the past week, a 12.8% decline over the last 30 days, a 16.8% decline year to date, a 33.8% decline over 1 year, a 43.6% return over 3 years, and a 28.0% decline over 5 years, which gives you a mixed picture of recent and longer term...

TeraWulf (NasdaqCM:WULF) is redirecting its business toward AI infrastructure and high performance computing. The company has secured US$12.8b in long term contracts with a major technology partner. TeraWulf has outlined expansion milestones targeting 2026 as it scales beyond its historical focus on Bitcoin mining. For you as an investor, the key shift is that TeraWulf is repositioning itself from a pure Bitcoin mining operator into a power and compute provider for AI and high performance...

Director Jennifer Lynn Davis has sold a substantial stake in Bob's Discount Furniture around the time of the company's IPO. The transaction involves insider shares in NYSE:BOBS, drawing attention to governance and ownership changes as the company enters public markets. Investors are watching how this sale fits into Bob's Discount Furniture's broader post-IPO plans and capital structure. Bob's Discount Furniture, now trading as NYSE:BOBS, operates in the value focused home furnishings...

If you are wondering whether Johnson Controls International is priced attractively right now, it helps to step back and look at both its recent share performance and how that lines up with different valuation yardsticks. The stock most recently closed at US$139.58, with a 3.5% decline over the last 7 days, a 17.0% gain over 30 days, a 14.1% return year to date, and returns of 75.2% over 1 year, 127.9% over 3 years, and 161.2% over 5 years. Recent share price moves have come alongside ongoing...

Palo Alto Networks (PANW) has been back in focus after a cluster of positive analyst calls and fresh coverage, paired with new AI and 5G focused partnerships announced at Mobile World Congress 2026. See our latest analysis for Palo Alto Networks. Those AI and 5G partnerships, along with a wave of upbeat analyst calls, arrive after a sharp pullback, with a 30 day share price return of an 11.8% decline and a year to date share price return of a 13% decline. This comes even as the 3 year total...

Leonardo DRS, Inc. recently reported its fourth-quarter 2025 results, with sales of US$1,060 million and net income of US$102 million, and confirmed full-year 2025 sales of US$3.65 billion alongside a US$0.09 per-share dividend and completion of a US$35.05 million buyback program. Alongside these financial updates, the company’s Chief Technology Officer, Dr. Philip Perconti, being named to the 2026 Defense News Tech Disruptors List highlights its role in accelerating advanced defense...

In February 2026, Boeing and Vietnamese carriers Sun PhuQuoc Airways and Vietnam Airlines announced orders for nearly 100 Boeing jets, including up to 40 787-9 Dreamliners and 50 737-8 aircraft, while regulators in the U.S. and Europe granted initial qualification for Boeing 777-9 full-flight and training simulators in Gatwick. These developments underscore how renewed aircraft demand in Southeast Asia and progress on 777X pilot training infrastructure intersect with Boeing’s broader...

In recent days, Colgate-Palmolive has advanced its 2030 Strategic Plan, emphasizing stronger global brands, innovation, omnichannel expansion, and deeper use of AI and digital tools, supported by CEO Noel Wallace’s comments on operational initiatives such as supply chain efficiency and a growth and productivity program. An important development is Colgate-Palmolive’s push, led by AI leader Iraklis “Kli” Pappas, to move employees beyond simple email polishing toward broader,...

Priovant Therapeutics, linked to Roivant Sciences, previously announced that the U.S. FDA had accepted its New Drug Application for brepocitinib in dermatomyositis and granted Priority Review, setting a PDUFA action date in the third quarter of 2026 and targeting a potential launch by the end of September 2026 if approved. If approved, brepocitinib would become the first targeted therapy for dermatomyositis, potentially reinforcing Roivant’s positioning in immune-mediated rare diseases and...

In late February 2026, Kingsoft Cloud Holdings disclosed via an SEC filing that it had raised the annual caps on related-party property services and lease transactions for 2026 and 2027 under its framework agreement with major shareholder Kingsoft Corporation, which owns about 32.94% of the company. While the company stressed that pricing will continue to follow arm’s length negotiations and market rates, the higher ceilings highlighted how closely its future operating footprint and cost...

In February 2026, NuScale Power reported full-year 2025 sales of US$31.48 million with a net loss of US$355.79 million, while simultaneously filing a US$1 billion at-the-market equity offering and facing multiple securities class action lawsuits over its ENTRA1 commercialization partnership. The combination of deepening losses, planned but then partially withdrawn equity raises, and legal challenges around NuScale’s core commercialization strategy has sharpened investor focus on the...

If you are wondering whether Dollar General's current share price lines up with its underlying value, you are not alone. This article is built to help you unpack that question. The stock last closed at US$153.04, with a 1 year return of 114.5%, a year to date return of 11.9%, a 30 day return of 6.7%, a 7 day return of a 0.6% decline, and longer term 3 year and 5 year returns of 25.8% and 11.4% declines. Recent headlines around Dollar General have focused on its position in US discount retail...

Trian Fund Management has initiated an activist engagement with Wendy's (NasdaqGS:WEN) management and board. The fund is pushing discussions around potential strategic actions and operational improvements. This shareholder move signals possible changes to how Wendy's is run and how it pursues value creation. Wendy's, known for its quick service restaurants and core burger and chicken offerings, now has an activist investor at the table pressing for change. For investors, activist...

Wondering if Life Time Group Holdings is priced attractively at its recent US$26.16 close, or if the market is asking too much for the stock? This article walks through the numbers to help you frame that question. The share price has seen mixed performance, with a 6.1% decline over the last 7 days and a 10.3% decline over 30 days, while the 3 year return sits at 40.0% and the 1 year return at a 17.2% decline. Recent coverage has focused on Life Time Group Holdings as a fitness and lifestyle...