U.S. Media Stock News

Semtech Corporation recently reported second quarter results showing improved sales at US$257.6 million, a smaller net loss of US$27.1 million, and announced a new goodwill impairment charge of US$42.0 million, with updated earnings guidance for the third quarter now projecting net sales of US$266.0 million (+/- US$5.0 million). While Semtech indicated no new shares repurchased in its buyback program this past quarter, the company has now completed repurchasing over 19 million shares since...

In August 2025, Symbotic announced that the SEC concluded its investigation into alleged Rule 21F-17 violations and revenue restatements without recommending enforcement action, and also appointed Andy Ross, the current President and COO of Parker-Hannifin, to its Board of Directors. This resolution removes a major regulatory uncertainty for the company, while Ross’s appointment adds operational expertise to Symbotic’s leadership as it develops next-generation automation technologies. We’ll...

On August 28, 2025, VEON announced a special call to provide updates on Kyivstar’s strategic initiatives, financial performance, and market outlook for investors and stakeholders. This announcement suggests heightened attention on Kyivstar’s role within VEON, underscoring its significance as a growth and value driver for the wider group. We'll examine how investor anticipation around Kyivstar’s financial outlook and strategy may influence VEON’s overall investment case. AI is about to change...

On September 2, 2025, Amprius Technologies announced that Nordic Wing has selected its high-energy-density SiCore® cells for the ASTERO ISR unmanned aerial vehicle after successful qualification, producing a 90% increase in flight endurance without adding weight. This highlights Amprius' ability to deliver commercial battery solutions that materially enhance mission capabilities in defense and aviation sectors where reliability and endurance are crucial. We'll examine how Nordic Wing's...

CACI International Inc. announced it has been awarded two new contracts by the Canadian Armed Forces as part of phase two of the Counter Uncrewed Aircraft System (C-UAS) Urgent Operational Requirement, with a total value of approximately US$124 million and up to 10 years of support. This expanded agreement highlights CACI's growing role in providing modular, advanced counter-drone capabilities to international defense clients, reinforcing its position in addressing emerging security...

Phreesia recently launched VoiceAI, an AI-driven phone solution for healthcare organizations that leverages natural language processing and real-time workflow integration to improve patient call handling and streamline communication without increasing staff workload. This innovation highlights Phreesia’s commitment to automating routine healthcare interactions, aligning closely with the growing trend of digital transformation in patient engagement and administrative processes. We'll explore...

On August 24, 2025, United Therapeutics announced an amendment to its collaboration agreement with MannKind, broadening the partnership to cover an additional development product using MannKind’s Technosphere platform and triggering an upfront payment plus potential milestone and royalty revenues for MannKind. This expanded collaboration highlights external confidence in MannKind’s core inhaled drug delivery technology and secures new opportunities for diversified, platform-driven revenue...

On August 29, 2025, Celsius Holdings and PepsiCo announced an expanded long-term partnership, with Celsius acquiring the Rockstar Energy brand in the U.S. and Canada, while PepsiCo increased its stake in Celsius to 11% through a US$585 million investment and gained an additional board seat. This agreement positions Celsius Holdings as PepsiCo's lead energy drink partner in the U.S., integrating Alani Nu into PepsiCo’s distribution and expanding Celsius's portfolio and market reach. We'll...

The Buckle, Inc. recently announced a collaboration with rising country artist Lanie Gardner, naming the retailer as her exclusive outfitter for denim and apparel during her performances and public appearances, while also reporting strong second-quarter earnings growth and plans for additional new stores and remodels. This partnership links Buckle’s brand with a fast-growing musical talent and reflects ongoing efforts to connect with younger audiences through music and fashion, complementing...

Backblaze, Inc. ( NASDAQ:BLZE ) shareholders would be excited to see that the share price has had a great month...

Coty Inc. recently reported its fourth quarter and full year 2025 results, with annual sales of US$5.89 billion and a net loss of US$367.9 million, alongside reaffirmed guidance anticipating a gradual improvement in sales for fiscal year 2026. A key insight is that while the company expects sales to remain negative in the first half of 2026 due to ongoing inventory and market headwinds, it projects a return to positive net revenue growth in the second half as these pressures ease and new...

Zscaler, Inc. recently reported its earnings results for the year ended July 31, 2025, with annual revenue reaching US$2.67 billion, up from US$2.17 billion a year earlier, and provided guidance projecting revenue of up to US$3.28 billion for the next fiscal year. An interesting point is that while Zscaler continued to report a net loss both for the quarter and the full year, the company still managed to narrow its loss per share and continues to forecast strong revenue growth into...

In the past week, Phillips 66 reported its strongest second quarter since 2018, achieving a 98% refining utilization rate, while a Superior Court of California ordered the company to pay US$195 million in exemplary damages related to an earlier legal case. Additionally, Phillips 66 has begun permanently shutting its Los Angeles-area refinery, a move that will significantly impact regional fuel supply and affect hundreds of workers by the end of this year. We'll examine how the California...

Magnite recently announced the rollout of Pause Ads across top streaming platforms such as DIRECTV, DISH Media, and Fubo, while also unveiling a new data integration partnership with Acxiom to enable streamlined sell-side data activation for advertisers. These moves underscore Magnite's ongoing push to innovate in CTV ad formats and strengthen data-driven targeting, positioning the company as a key enabler for advanced audience engagement in digital streaming environments. Let's examine how...

Erie Indemnity recently reported significant growth in direct and assumed written premiums, highlighted by an increase in average premium per policy and continued optimism in its guidance despite headwinds. Operational challenges, such as a cybersecurity incident and higher weather-related losses, tested the company's resilience but did not alter its expectation of ongoing growth. To explore what this means for Erie Indemnity’s investment narrative, we'll consider how resilient premium...

In August 2025, Flex Ltd.’s Mukachevo, Ukraine facility dedicated to consumer and lifestyle products was damaged in a missile strike, leading to the evacuation of all staff and the hospitalization of several employees and contractors. Despite representing only about 1% of Flex’s revenue, the incident underscores the company’s exposure to geopolitical events in its global operations and the activation of business continuity measures. We’ll now examine how the operational disruption and Flex’s...

On August 28, 2025, Build-A-Bear Workshop reported second-quarter financial results with year-over-year increases in revenue and earnings, raised its fiscal year 2025 earnings guidance, announced a higher target for new store openings, and completed a share repurchase tranche. These developments highlight the company's ability to not only drive profit growth but also accelerate expansion efforts through a mix of company-owned, partner-operated, and franchised locations. With the company...

In late August 2025, Cytokinetics presented new clinical data for aficamten at the European Society of Cardiology Congress in Madrid, with findings published in key medical journals and updates on its regulatory review status in major markets including the U.S., Europe, and China. A unique highlight from this announcement was that aficamten showed a minimal incidence of new atrial fibrillation and is accompanied by plans for commercialization, reinforced by the appointment of an experienced...

Urban Outfitters, Inc. recently reported second quarter earnings showing sales of US$1.50 billion and net income of US$143.87 million, both higher than the previous year, and introduced the second season of its On Rotation in-store experience in partnership with Levi’s®. These announcements highlight the company’s continued focus on expanding experiential retail initiatives while reporting strong growth in sales and earnings for both the quarter and the first half of the year. We will...

UiPath recently appointed Michael Atalla as its new Chief Marketing Officer, entrusting him with leadership over global marketing, brand, and communications initiatives aimed at advancing the company’s presence in agentic AI and automation. Atalla’s extensive experience at F5 and Microsoft, particularly in cloud transformation and enterprise technology marketing, signals UiPath’s intent to amplify its influence in transforming business automation and shaping market perception. We’ll examine...

On September 2, 2025, QUALCOMM’s Board of Directors elected Dr. Jeremy (Zico) Kolter, a leading expert in AI safety and cybersecurity from Carnegie Mellon University and current Chair of OpenAI’s Safety and Security Committee, to the Board and its Governance Committee. Dr. Kolter’s extensive background in artificial intelligence, cybersecurity, and industry partnerships introduces specialized expertise as QUALCOMM accelerates its investments in next-generation technology initiatives. We’ll...

On August 22, 2025, Advanced Micro Devices announced that Mr. Philip Carter resigned as Corporate Vice President and Chief Accounting Officer, with Ms. Jean Hu stepping in as interim Chief Accounting Officer while the company searches for a permanent replacement. Meanwhile, AMD continues to sharpen its focus on artificial intelligence and high-performance computing, highlighted by its collaboration with IBM on hybrid quantum-classical computing systems and ongoing traction in the data center...

In the past week, Workday reported second-quarter results with revenue of US$2.35 billion and net income of US$228 million, announced new wellness-focused partnerships with Benepass and New York Life Group Benefit Solutions, and revealed deeper integration with Zuora for financial management automation. These developments highlight Workday's momentum in expanding its client ecosystem and leveraging AI-enabled integrations to enhance administrative efficiency and customer value across HR and...

On August 20, 2025, the Detroit Lions announced a partnership with Shift4 Payments to handle ticketing transactions, food and beverage concessions, and retail merchandise sales at Ford Field, leveraging Shift4’s SkyTab Venue point-of-sale system and commerce technology. This collaboration highlights Shift4’s traction in the sports and entertainment vertical by showcasing how its integrated solutions can consolidate and simplify commerce experiences for large-scale professional venues. We’ll...