U.S. Media Stock News

Earlier this quarter, Cognex reported forward guidance that pointed to continued growth but with less acceleration than investors had expected, reflecting its sensitivity to an industrial economy operating below normal levels. Management also highlighted ongoing capital expenditure in Logistics, a potential rebound in Consumer Electronics, and its “Emerging Customer Initiative” as important future growth drivers. With this context, we will examine how Cognex’s more measured growth outlook,...

F5, Inc. recently reported first-quarter 2026 results, with revenue of US$822.47 million and net income of US$180.05 million, and raised its full-year 2026 revenue growth outlook to a range of 5% to 6% while issuing second-quarter revenue guidance of US$770 million to US$790 million. The company’s decision to lift full-year guidance after reporting higher year-on-year revenue and earnings per share signals increased management confidence in its current business momentum. Next, we will...

Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada. This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...

Allegro MicroSystems (ALGM) has caught investor attention after reporting third quarter net income of US$8.3 million, compared with a net loss a year earlier, along with higher sales and updated guidance for future earnings. See our latest analysis for Allegro MicroSystems. The earnings rebound and fresh guidance have arrived alongside a sharp shift in sentiment, with a 34.2% 1 month share price return and a 71.46% 1 year total shareholder return. However, the 3 year total shareholder return...

Edgewell Personal Care (EPC) has opened fiscal 2026 with Q1 results that sit against a mixed recent track record, where quarterly revenue has ranged from US$478.4 million to US$647.8 million and basic EPS has swung between a loss of US$0.66 and a profit of US$0.99 over the past six reported quarters. Over that same stretch, trailing twelve month revenue hovered around US$2.2 billion while EPS moved from US$1.98 to US$0.53, highlighting how earnings have been far more volatile than sales. With...

ON Semiconductor (NasdaqGS:ON) approved a new share repurchase program of up to US$6b. The company completed its prior capital return program before authorizing the new buyback. Management highlighted progress in AI data center related revenues and operational improvements aligned with long term margin goals. ON Semiconductor focuses on power and analog semiconductors used in areas such as industrial applications, automotive systems and computing. The new US$6b buyback and the update on AI...

Event context and recent share performance Newell Brands (NWL) has been drawing investor attention after recent share price moves, with the stock up about 8% over the past month and roughly 35% in the past 3 months, despite a 1 year total return decline. See our latest analysis for Newell Brands. The recent 7.8% 1 month share price return and 35.1% 3 month share price return contrast with a 34.5% 1 year total shareholder return decline, which suggests short term momentum is building while...

Cloudflare recently presented at the WEST Conference 2026 in San Diego and is reporting its fourth-quarter 2025 results today, a focal point for investors tracking developments in cloud security and network performance. The upcoming earnings report will test how effectively Cloudflare’s zero-trust offerings are offsetting challenges in closing larger enterprise deals amid macroeconomic and geopolitical pressures. We’ll now examine how Cloudflare’s push into zero-trust cybersecurity shapes...

GE HealthCare Technologies (NasdaqGS:GEHC) has introduced ReadyFix, a remote fleet management solution for healthcare systems. The company has also received FDA 510(k) clearance and CE Marking for Allia Moveo, an imaging system for interventional suites. Both product milestones expand the company’s presence in digital health and interventional imaging. For you as an investor, these launches sit in the core of GE HealthCare’s business in medical imaging, digital tools and service support for...

In early February 2026, Adaptive Biotechnologies reported full-year 2025 results showing revenue of US$276.98 million and a reduced net loss of US$59.5 million, alongside lower basic loss per share from continuing operations of US$0.39. The company also issued 2026 guidance for its measurable residual disease (MRD) business, projecting full-year revenue of US$255 million to US$265 million while withholding guidance for its Immune Medicine segment, highlighting a sharper focus on this key...

If you are wondering whether NCR Voyix is priced attractively or not, this article will walk through what the current share price might be implying about value. The stock last closed at US$9.81, after a 7.0% gain over the past week, although returns over 30 days, year to date and the last year sit at 11.1%, 0.5% and 22.0% declines respectively. Recent attention on NCR Voyix has focused on how the business is reshaping itself around software and services for payments and retail technology,...

If you are wondering whether Aramark at around US$38.80 is offering fair value or hiding a margin of safety, you are asking the right question before making any long term decisions. The share price sits near US$38.80, with returns of 1.9% over 7 days, 6.1% year to date and 4.5% over 1 year. The 3 year and 5 year returns of 42.6% and 53.8% hint at a stock that has already moved a fair distance. Recent news around Aramark has largely focused on its role as a major provider of food, facilities...

In recent weeks, Blackstone has reported full-year 2025 results showing higher revenue and net income year-on-year, raised its quarterly dividend to US$1.49 per share, continued share repurchases, and joined Coatue Capital in extending a US$10 billion private credit facility to Australian data center company Firmus Technologies. Together, these moves highlight how Blackstone is pairing large-scale private credit exposure to AI-linked infrastructure with ongoing cash returns to shareholders...

In late January 2026, Fair Isaac reported first-quarter revenue of US$511.96 million and net income of US$158.37 million, reiterated its 2026 guidance, and expanded its AI-powered decisioning reach through a new global partnership with Tech Mahindra, which will build a dedicated FICO Platform Centre of Excellence for financial institutions and other sectors. Together with LoanPASS advancing its use of FICO Score 10T via large-scale batch pricing tools and Fair Isaac’s ongoing share...

Event context and recent share performance WillScot Holdings (WSC) has seen mixed share performance recently, with a 7 day return of 8.2%, a small decline over the past month, and a 20.6% gain over the past 3 months. See our latest analysis for WillScot Holdings. At a share price of US$21.64, WillScot Holdings has recently shown short term momentum with a 7 day share price return of 8.2%. However, the 1 year total shareholder return of 42.0% decline and 3 year total shareholder return of...

In early February 2026, Procter & Gamble’s Old Spice brand expanded its men’s grooming lineup with the premium, cologne-infused Spice Alchemist collection, promoted through an immersive “Unrivaled Freshness Experience” during Super Bowl LX week in San Francisco and now rolling out nationwide at major retailers. At the same time, mixed but high-profile analyst commentary and active options trading around Procter & Gamble highlighted how product innovation in men’s grooming is intersecting...

PHINIA Inc. recently announced that its Board of Directors approved an over 11% increase in the quarterly cash dividend to US$0.30 per share, payable on March 20, 2026, and reported completing a share repurchase of 9,779,622 shares for US$436 million under its existing buyback plan. Alongside these actions, PHINIA expanded its equity buyback authorization to US$750 million, signaling a stronger emphasis on returning cash to shareholders through both higher dividends and ongoing...

Workday (NasdaqGS:WDAY) announced that co-founder Aneel Bhusri is returning as CEO. Carl Eschenbach is stepping down from the CEO role and moving into a strategic advisor position. The leadership transition is framed around Workday’s push to focus more on artificial intelligence. Workday, known for its cloud-based human capital management and financial software, sits at the intersection of HR, finance, and IT for many large enterprises. Across software and services, AI has become a core...

Bank of America (NYSE:BAC) has issued fresh commentary from its top investment strategist calling for a shift in investment focus toward Main Street over global elites. The view highlights financials and real assets as areas the bank expects to stand out relative to other parts of the market. The comments come during a period of political and market change, with sector leadership and portfolio positioning in focus for many investors. Bank of America, one of the largest US banks by assets,...

Spectrum Brands Holdings (SPB) has caught investor attention after first quarter results, a new US$300 million share buyback authorization, continued dividends, and management commentary highlighting acquisition plans in Global Pet Care and Home & Garden. See our latest analysis for Spectrum Brands Holdings. The earnings beat in Global Pet Care, fresh US$300 million buyback authorization, ongoing repurchases and confirmed dividend have arrived alongside a 90 day share price return of 43.82%...

Why Kroger (KR) is on investors’ radar Kroger (KR) is back in focus for investors after recent share price moves, with the stock showing positive returns over the past week, month, past 3 months and year to date. See our latest analysis for Kroger. Kroger’s recent 1 month share price return of 17.80% and 7 day share price return of 11.16% suggest momentum is building, while 3 year and 5 year total shareholder returns of 66.97% and 128.47% point to a longer track record of value creation. If...

Mastercard (NYSE:MA) has introduced Agent Suite, a new collection of AI driven services designed to embed agentic AI into customer operations. The offering focuses on privacy, responsible AI practices, and tailored support for banks, merchants, and enterprises that use Mastercard solutions. Agent Suite is aimed at payment flows, customer personalization, and enterprise decision support within Mastercard powered ecosystems. For a global payments network like Mastercard, Agent Suite sits at...

T-Mobile US and Amdocs have extended their partnership for multiple years to support expansion and AI-driven projects. The agreement includes work on generative AI and new integration projects for T-Mobile US consumer and business offerings. The move is intended to support operational efficiency and AI powered services across T-Mobile US platforms. T-Mobile US, NasdaqGS:TMUS, is trading at $197.66, with the share price sitting below its 1 year level and above its 3 year and 5 year levels...

Why Comfort Systems USA (FIX) is Suddenly on Investors’ Radar Comfort Systems USA (FIX) drew fresh attention after a 4.51% mid day share price move on 9 February, alongside generally positive analyst views that currently point to an Outperform rating. This combination of recent price action and supportive coverage is driving increased interest in the stock, even without a specific earnings release, merger announcement, or other single company update setting the tone. See our latest analysis...