U.S. Media Stock News

In recent days, Coastal Bend LNG announced it has selected KBR and Técnicas Reunidas for front-end engineering and design of a planned LNG export facility on the Texas Gulf Coast, alongside KBR’s new U.S. defense and Earth observation contracts that together span missile defense and advanced geospatial technology support. These awards highlight how KBR’s engineering, digital, and mission-critical capabilities are being applied across energy, defense, and Earth observation, potentially...

Benchmark Electronics, Inc. recently appointed Josh Hollin as Senior Vice President and Chief Technology Officer, succeeding long-time engineering leader Jan Janick following his retirement on January 16, 2026. Hollin’s background in AI, robotics, and advanced manufacturing from roles at GoPro, AMP Robotics, and Flex could influence how Benchmark prioritizes future technology investments and engineering capabilities. We’ll now examine how the appointment of an AI- and automation-focused CTO...

Ubiquiti (UI) is back in focus after a strong 2025, when the company repaid substantial debt, reinstated its share repurchase program, and lifted its dividend. These moves have sharpened attention on shareholder outcomes. See our latest analysis for Ubiquiti. The recent 3.4% 1 month share price return to US$580.38 comes after a much weaker 90 day share price return of a 23.1% decline. However, longer term total shareholder returns of 61.1% over 1 year and 146.8% over 5 years suggest the...

In early January 2026, Panamanian firms Sinolam LNG Terminal and Sinolam Smarter Energy LNG Power Co. filed a civil lawsuit in Virginia accusing AES Corporation and partners of orchestrating a years-long scheme to block their LNG-to-power projects in Panama and seeking more than US$4.00 billion in damages. The complaint goes beyond commercial disputes, alleging misuse of confidential information, manipulation of regulatory processes, and efforts to secure monopoly-like control over Panama’s...

Insider buying and concentrated ownership draw attention to Guardian Pharmacy Services (GRDN) Recent insider buying at Guardian Pharmacy Services (GRDN), combined with institutional investors holding 35% of the stock and five shareholders controlling 52%, is drawing fresh attention to who really drives decisions at the company. See our latest analysis for Guardian Pharmacy Services. At a share price of $31.51, Guardian Pharmacy Services has seen a 29.03% 90 day share price return and a 49.83%...

In late December 2025, Grupo Santander and Evercore ISI downgraded Coty following the resignation of CEO Sue Nabi and concerns about an extended leadership transition. These downgrades highlight how management uncertainty can temporarily cloud the path to unlocking value even when a company appears fundamentally undervalued. Next, we'll examine how CEO succession uncertainty and the extended transition phase may influence Coty’s existing investment narrative and outlook. AI is about to...

Keysight Technologies (KEYS) is back in focus after its CES 2026 showcase of an end to end live NR NTN connection in band n252 using Samsung’s next generation modem chipset, a step with clear industry implications. See our latest analysis for Keysight Technologies. The recent CES announcements land against a backdrop where Keysight’s share price has reached US$208.73, with a 90 day share price return of 26.63% and a 1 year total shareholder return of 29.56%. This suggests momentum has been...

PagSeguro Digital Ltd. has approved a special cash dividend of US$0.12 per common share, to be paid on February 27, 2026 to shareholders of record on January 28, 2026, subject to market and company financial conditions. This special distribution highlights the company’s use of excess capital to reward shareholders, complementing its existing focus on buybacks and capital efficiency. We’ll now examine how this special dividend decision fits into PagSeguro Digital’s broader investment...

In early January 2026, comments from President Donald Trump about lifting the U.S. military budget from about US$900 billion to US$1.50 trillion, together with the Federal Communications Commission’s ban on Chinese drone makers DJI and Autel, boosted investor attention on U.S.-based drone provider Red Cat Holdings. This combination of higher anticipated defense spending and regulatory support for domestic suppliers highlights how policy shifts can quickly reshape the competitive landscape...

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

According to a new report by BCC Research, emerging AI technologies such as generative AI, edge AI, and quantum machine learning are driving transformative changes across various sectors, including healthcare, finance, logistics, and media. These innovations are enabling organizations to achieve a competitive edge by integrating more efficient and smarter solutions into their operations. The analysis highlights how AI applications are addressing real-world problems, with a focus on practical...

You may think that with a price-to-sales (or "P/S") ratio of 9.9x Senseonics Holdings, Inc. ( NASDAQ:SENS ) is a stock...

Newmark Group (NMRK) is in focus after arranging a 1.4 million square foot industrial lease for DrinkPAK at The Bellwether District in Philadelphia, one of the largest industrial deals in the city’s history. See our latest analysis for Newmark Group. That Bellwether District lease sits against a mixed recent run for the stock, with the share price at US$17.41 and a 1-year total shareholder return of 45.42%. The 90-day share price return of a 5.43% decline suggests some momentum has cooled,...

Planet Fitness (PLNT) drew investor attention after releasing year-end 2025 updates, highlighting membership of about 20.8 million, 181 new club openings, and a 6.7% rise in system-wide same-club sales. See our latest analysis for Planet Fitness. The latest membership and club rollout update comes after a mixed year for the stock, with a 90 day share price return of 6.19% but a 1 year total shareholder return decline of 0.95%. This suggests momentum has recently cooled despite longer term...

In recent months, Philip Morris International has been highlighted by Fundsmith Equity Fund and other commentators for its push into reduced-risk products such as IQOS heat‑not‑burn devices and nicotine pouches, while also declaring a regular quarterly dividend ahead of its fiscal Q4 2025 earnings release. An interesting angle is how institutional recognition of its smoke‑free innovation is coinciding with ongoing investment and regulatory scrutiny around the pace and profitability of its...

KLA Corporation recently reported stronger-than-expected earnings and increased guidance while opening a new AI-focused R&D and Innovation Center in Chennai, underscoring its emphasis on process control technologies for advanced semiconductor manufacturing. The combination of reinforced confidence in KLA’s competitive position and its expanded AI and software capabilities highlights how closely its technology roadmap is tied to long-term chipmaking complexity trends. Next, we will examine...

Recent insider selling at C3.ai (AI), including sizable disposals by founder Thomas Siebel and other executives, has coincided with weak billings growth, continued operating losses, and a sharp 61% share price decline in 2025. See our latest analysis for C3.ai. C3.ai’s recent insider selling and management changes come after a sharp 61% share price decline in 2025, with the latest close at $14.15 and a 1 year total shareholder return of 54.3% loss. This suggests sentiment has weakened despite...

Why Rubrik stock is back on investors’ radar Recent analyst coverage and revised opinions have put Rubrik (RBRK) in the spotlight again, as investors weigh its growth profile against ongoing questions around margins, valuation, and the durability of recent efficiency gains. See our latest analysis for Rubrik. Rubrik’s share price has cooled in recent months, with a 30 day share price return of 12.46% decline and a year to date share price return of 5.43% decline, even as the one year total...

In early January 2026, Cadence Design Systems unveiled a Chiplet Spec-to-Packaged Parts ecosystem, partnering with Arm, Samsung Foundry and several IP vendors to simplify chiplet design for physical AI, data center and high-performance computing applications, supported by a silicon prototype on Samsung’s SF5A process. An interesting aspect is Cadence’s move to offer a pre-integrated, silicon-validated chiplet platform that aims to cut engineering complexity and adoption risk for customers...

In early January 2026, Insmed reaffirmed its 2025 revenue guidance at US$606.4 million versus US$363.7 million a year earlier, highlighting strong contributions from ARIKAYCE and newly launched BRINSUPRI. Alongside this, the company outlined a packed 2026 roadmap, with European Commission approval of BRINSUPRI and multiple late-stage trial readouts that could reshape its respiratory and rare-disease portfolio. We’ll now examine how this sharp revenue step-up and BRINSUPRI’s European approval...

Alvotech (ALVO) has secured a $100 million senior term loan facility led by GoldenTree Asset Management. The financing is aimed at supporting liquidity and giving the company more flexibility as it advances its biosimilar pipeline and prepares upcoming launches. See our latest analysis for Alvotech. The funding deal and upcoming CEO transition arrive after a volatile period, with a 90 day share price return of a 45.10% decline and a 1 year total shareholder return of a 62.96% loss, suggesting...

Diamondback Energy recently disclosed in an 8-K filing that its realized oil price fell to US$58.00 per barrel in the fourth quarter, a 9.8% drop from the previous quarter alongside weaker natural gas pricing, which is likely to weigh on reported revenue for that period. This pullback in commodity realizations offers investors a timely case study of how short-term pricing pressure interacts with Diamondback’s cost-focused, Permian Basin–centric business model. Next, we’ll examine how these...

CNO Financial Group recently reported quarterly revenue of US$964.9 million, up year on year and broadly in line with analyst expectations, while earnings per share exceeded forecasts even as book value per share fell short. The combination of an earnings beat and a prior analyst upgrade citing improved return on equity highlights how profitability trends are becoming a central focus for assessing CNO’s progress. Next, we’ll examine how the earnings beat and improving return on equity shape...

Leadership moves and fresh guidance at CorMedix CorMedix (CRMD) is drawing attention after naming CEO Joseph Todisco as Chairman and issuing 2026 revenue guidance of US$300 million to US$320 million, alongside appointing Mike Seckler as EVP & Chief Commercial Officer. See our latest analysis for CorMedix. The leadership changes and fresh 2026 revenue guidance arrive after a sharp pullback in CorMedix’s share price. The 7 day share price return shows a decline of 36.50% and the year to date...