U.S. Media Stock News

NasdaqGS:PEP
NasdaqGS:PEPBeverage

Does PepsiCo’s Healthier Drinks And Snack Tie-ups Redefine Its Turnaround Narrative For PEP?

In late February 2026, PepsiCo-backed poppi officially entered the UK with five low-sugar, high-fibre fizzy drink flavours, while Jack Link's expanded its Doritos-branded jerky range under a partnership with PepsiCo’s Frito-Lay. These launches underscore PepsiCo’s push into health-leaning beverages and flavour-led brand collaborations at a time when its legacy soda and snack volumes are under pressure. Next, we’ll examine how PepsiCo’s push into healthier drinks and brand partnerships fits...
NYSE:CAT
NYSE:CATMachinery

Is Caterpillar's (CAT) CONEXPO 2026 Autonomy Push Quietly Redefining Its Competitive Moat?

Caterpillar recently used the CONEXPO 2026 stage to showcase advanced jobsite technologies, including its first autonomous soil compactor, Cat AI Assistant integration, upgraded rental and service platforms, and new high‑horsepower engines, underscoring a push to boost productivity, safety and labor efficiency for construction customers. By pairing automation, AI-enabled support tools and enhanced service commitments such as next-day parts and Cat Credits, Caterpillar is positioning its...
NYSE:A
NYSE:ALife Sciences

Is Agilent Technologies (A) Now Attractively Priced After Recent Share Price Weakness?

If you are wondering whether Agilent Technologies at around US$116.64 is offering fair value right now, starting with a clear view of what you are paying for is crucial. The stock has seen a 1.3% decline over the last 7 days, a 10.0% decline over the last 30 days and is down 15.4% year to date and 3.5% over the past year, which may have changed how the market is thinking about its growth prospects and risk. Over the past few months, Agilent has been in the news for its role in life sciences...
NYSE:MO
NYSE:MOTobacco

How Investors May Respond To Altria Group (MO) Dividend And Smoke Free Strategy Shift

Altria Group, Inc. recently declared a regular quarterly dividend of US$1.06 per share, payable on April 30, 2026, to shareholders of record as of March 25, 2026, with the same date as the ex-dividend date. Alongside this dividend announcement, fresh analyst commentary highlighting moderating cigarette volume declines and progress in smoke-free products has sharpened attention on Altria’s evolving earnings profile. Against this backdrop, we’ll examine how moderating volume declines and...
NYSE:SFL
NYSE:SFLOil and Gas

The Bull Case For SFL (SFL) Could Change Following US$170M Hercules Drilling Contract Win In Canada

On March 6, 2026, SFL Corporation announced it had signed a drilling contract in Canada for its Hercules harsh-environment semi-submersible rig with a large investment-grade multinational oil and gas company, an agreement worth about US$170,000,000 over a minimum 400-day term starting in early 2027. This deal moves Hercules from warm stacking to earning US$425,000 per day under Odfjell Drilling’s management, materially strengthening SFL’s offshore cash-generating capacity and asset...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku Bets On Interactive Discovery Tools As Valuation Signals Upside Potential

Roku, Inc. (NasdaqGS:ROKU) has launched "Roklue", an interactive content discovery game on the Roku home screen. The company is rolling out advanced Live TV Search features that support genre, keyword, and voice input to simplify content discovery. These updates represent a new push into interactive entertainment and user experience features that go beyond traditional streaming menus. Roku has built its core business around streaming devices, a connected TV operating system, and an...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Assessing Kodiak Sciences (KOD) Valuation After Recent Share Price Swings

What Kodiak Sciences’ Recent Moves Mean For Investors Kodiak Sciences (KOD), a clinical stage retinal drug developer, has been on investors’ radar following recent share price swings, including a 3.5% gain over the past day and a mixed pattern over the past week and month. See our latest analysis for Kodiak Sciences. Beyond the latest moves, Kodiak Sciences’ 1 month share price return of 11.63% and very large 1 year total shareholder return suggest recent momentum follows a much stronger...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

Pictet’s Stake and Stewardship Agenda Might Change The Case For Investing In Five9 (FIVN)

On February 27, 2026, Pictet Asset Management SA disclosed that it had acquired shares of Five9 Inc., highlighting the company’s long-term strategy, governance quality, financial strength, valuation, and approach to financially material sustainability risks and opportunities, while beginning active engagement on these themes. This entry by a large institutional investor adds an extra layer of external oversight and could influence how Five9 prioritizes governance, capital allocation, and...
NYSE:PR
NYSE:PROil and Gas

Record Output, Lower Capex and Higher Dividend Could Be A Game Changer For Permian Resources (PR)

Permian Resources Corporation recently reported higher fourth-quarter and full-year 2025 production and earnings, raised its 2026 output guidance, and increased its quarterly base dividend to US$0.16 per share. The company paired record oil production and lower well costs with plans to grow 2026 volumes while cutting capital spending by US$120,000,000, signaling a focus on efficiency and cash generation. Now, we’ll examine how record production combined with reduced 2026 capital spending...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

Is Dropbox (DBX) Still Attractive After Recent Share Price Recovery?

If you are wondering whether Dropbox shares still offer value at around US$26.74, you are not alone. This article is here to unpack what that price could mean for long term investors. The stock has returned 2.2% over the last 7 days and 7.0% over the last 30 days, while year to date returns sit at a 0.7% decline and the 1 year return is 5.8%, with a 3 year gain of 36.7% and a 5 year return of a 3.6% decline. Recent market attention on Dropbox has focused on how the business is positioned...
NYSE:PM
NYSE:PMTobacco

Philip Morris Donation To Veterans Group Adds Dimension To ESG Story

Philip Morris International's U.S. businesses, NYSE:PM, have made a $50,000 donation to Hidden Wounds, a nonprofit focused on mental health services for veterans. The contribution forms part of a broader multi million dollar philanthropic effort aimed at expanding the company’s community partnerships. For investors watching NYSE:PM, this move sits alongside the company’s core role as a global tobacco and nicotine player that is under ongoing regulatory and reputational scrutiny. The support...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

AXT Insider Selling And Volatility Put Rich P/E In Sharper Focus

Director David Chang of AXT Inc (NasdaqGS:AXTI) recently executed a significant insider sale of company shares. The transaction follows a pattern of ongoing selling by Chang over the past year, drawing attention to executive sentiment. This insider activity arrives at a time when investors are closely watching management actions for signals on AXT's outlook. AXT focuses on engineered semiconductor substrate materials that sit early in the supply chain for applications like 5G...
NYSE:ABBV
NYSE:ABBVBiotechs

Is It Too Late To Consider AbbVie (ABBV) After A Strong Multi Year Run?

If you are wondering whether AbbVie at around US$227.45 is still offering value after a strong multi year run, this article walks through what the numbers actually say about its valuation. The stock has seen mixed recent returns, with a 2.9% decline over the last 7 days, a 1.8% gain over 30 days, a 0.8% decline year to date, and a 1 year return of 8.5% on top of very large 3 year and 5 year gains of 66.8% and 149.8% respectively. Recent headlines around AbbVie have focused on its position as...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Is Interactive Brokers (IBKR) Using Swedish ISK Derivatives Access To Sharpen Its Global Moat?

In early March 2026, Interactive Brokers announced that Swedish investors can now trade global futures and options and access portfolio lending within tax-efficient ISK accounts, broadening their ability to diversify internationally and use leverage. This move brings institutional-grade derivatives and global market access into a previously equity-focused ISK structure, potentially changing how Swedish investors construct and manage portfolios. We’ll now examine how opening global...
NYSE:EAT
NYSE:EATHospitality

How George Felix’s Expanded Marketing Role At Brinker International (EAT) Has Changed Its Investment Story

Brinker International recently promoted George Felix to Executive Vice President and Chief Marketing Officer, expanding his remit to oversee marketing for both Chili's Grill & Bar and Maggiano's Little Italy after his earlier success revitalizing the Chili's brand. During Felix's tenure since 2022, Brinker's market capitalization rose from about US$1.30 billion to roughly US$6.25 billion, and he is now tasked with applying his brand-refresh approach to Maggiano's "Back to Maggiano's" plan...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Assessing KLA (KLAC) Valuation After Strong Q2 2026 Earnings And AI Infrastructure Optimism

KLA (KLAC) has been in focus after stronger than expected Q2 2026 earnings, with revenue up 7.2% year over year and adjusted EPS above estimates, which has lifted sentiment ahead of its upcoming investor day. See our latest analysis for KLA. The share price reaction has been choppy around these updates, with a 6.29% 1 day share price return after results, a 16.60% 90 day share price return, and a very large 5 year total shareholder return that points to strong long term momentum. If KLA’s...
NYSE:WAB
NYSE:WABMachinery

Can Wabtec’s (WAB) Legal Truce With Progress Rail Quietly Reframe Its Rail Technology Narrative?

In February 2026, Progress Rail and Westinghouse Air Brake Technologies (Wabtec) reached a settlement in their legal dispute, Progress Rail v. Wabtec, resolving the case without any admission of liability while affirming both remain key suppliers of long-haul freight locomotives and cab components to Class I railroads and other customers. This resolution removes a legal overhang that had clouded Wabtec’s operations, potentially allowing management to focus more fully on rail technology...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Is The Trade Desk (TTD) Now Attractive After A 52% One-Year Share Price Slump

If you are wondering whether Trade Desk at around US$28.56 is starting to look attractively priced or still expensive, you are not alone. The stock has moved 17.4% over the last 7 days and 5.6% over the last 30 days, but is still showing a 24.2% decline year to date and a 52.6% decline over the past year. Longer term 3 year and 5 year returns are declines of 47.4% and 62.3% respectively. Recent coverage has focused on how Trade Desk fits into the broader digital advertising and ad tech...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies (VOYG) Is Down 5.2% After 2025 Losses Widen, Max Space Investment Announced - Has The Bull Case Changed?

Voyager Technologies recently reported its fourth-quarter and full-year 2025 results, showing sales rising to US$46.65 million for the quarter and US$166.42 million for the year, while losses widened, alongside issuing 2026 sales guidance of US$225 million to US$255 million and announcing a multi-million-dollar investment in Max Space to advance expandable space habitats supporting NASA’s Artemis Program. This combination of increased sales, deeper investment in space infrastructure, and a...
NYSE:KMI
NYSE:KMIOil and Gas

Did Strong Q4 and LNG-Focused Momentum Just Shift Kinder Morgan's (KMI) Investment Narrative?

Kinder Morgan, Inc., one of North America’s largest energy infrastructure operators, recently reported strong Q4 2025 results and received upbeat commentary from Wall Street and media personalities highlighting its natural gas-driven performance and project pipeline. The company’s emphasis on fee-based natural gas infrastructure and growing exposure to LNG-related demand has sharpened investor focus on the durability of its cash flows. Next, we’ll examine how Kinder Morgan’s natural gas-led...
NYSE:NVRI
NYSE:NVRICommercial Services

Should Widening Losses Amid Stable Sales Require Action From Enviri (NVRI) Investors?

Enviri Corporation recently reported its fourth-quarter and full-year 2025 results, with full-year revenue of US$2,240.36 million versus US$2,343.14 million a year earlier and a wider net loss of US$167.60 million compared with US$129.65 million. The persistence of losses and higher loss per share, despite relatively steady revenue, highlights pressure on profitability and the company’s ongoing financial strain. With these earnings showing revenue slippage and a larger annual loss, we’ll now...
NYSE:LEN
NYSE:LENConsumer Durables

Is Lennar’s (LEN) Deer Creek Launch a Template for Its Affordability-Focused Strategy Shift?

Lennar recently opened Deer Creek in Lincoln, Alabama, a new community of single-family homes for first-time buyers and growing households, offering 10 floor plans from 1,012 to 2,065 square feet with prices starting in the low US$200,000s and including its Everything's Included features package. The combination of relatively lower entry prices, bundled finishes, and access to Birmingham employment centers positions Deer Creek as a test case for how Lennar targets affordability-conscious...
NasdaqGS:GERN
NasdaqGS:GERNBiotechs

Is Geron’s US$150 Million ATM Program Reshaping The Investment Case For Geron (GERN)?

Geron Corporation recently filed a universal shelf registration covering common stock, preferred stock, debt securities and warrants, and launched a US$150 million at-the-market follow-on common stock offering, alongside reporting fourth-quarter 2025 revenue of US$48.02 million and a quarterly net loss of US$31.14 million. These capital-raising moves, combined with higher full-year 2025 revenue of US$183.88 million and a reduced annual net loss of US$85.78 million, highlight management’s...
NYSE:ABT
NYSE:ABTMedical Equipment

Is It Time To Revisit Abbott Laboratories (ABT) After Recent Share Price Weakness?

If you are wondering whether Abbott Laboratories is attractively priced at around US$112.65 today, you are not alone. This article is here to unpack what that price could mean for long term investors. The stock has had mixed returns, with a 1.3% decline over the last 7 days, a 1.6% gain over the last 30 days, and longer term returns of a 9.3% decline year to date, a 16.5% decline over 1 year, 21.7% over 3 years, and 4.5% over 5 years. Recent headlines around Abbott have focused on its...