U.S. Media Stock News

NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Is Meta Platforms (META) Still Attractive After AI Push And Recent Share Price Gains

If you are wondering whether Meta Platforms stock still offers value at current levels, the key question is how its market price compares with what the underlying business could be worth. The shares last closed at US$706.41, with returns of 5.1% over the past 7 days, 8.6% over the past month and year to date, and 1.6% over the past year. These recent price moves may be changing how investors see its upside and risk. Recent headlines have focused on Meta Platforms ongoing investment in...
NasdaqGS:MLCO
NasdaqGS:MLCOHospitality

Does Melco (MLCO) Turning “House of Dancing Water” Into a Tourism Icon Redefine Its Competitive Edge?

Melco Resorts & Entertainment’s flagship production “House of Dancing Water” was awarded the Macao SAR Government’s Medal of Merit – Tourism, recognizing its long-running contribution to the city’s tourism sector and its reimagined return in May 2025 with upgraded visual effects and stage technology. This government honor not only reinforces Melco’s role in shaping Macau’s entertainment ecosystem but also highlights how destination-scale shows can support broader, tourism-led growth...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

How Investors Are Reacting To Amneal Pharmaceuticals (AMRX) Index Additions And Opioid Settlement Resolution

In late January 2026, Amneal Pharmaceuticals was added to the S&P SmallCap 600, S&P 1000, S&P 600 Health Care, and S&P Composite 1500 indices, while also finalizing a nationwide opioids settlement involving US$88.5 million in cash payments and up to US$177.4 million in naloxone nasal spray over ten years. Together, index inclusion and resolution of a substantial portion of opioid-related litigation broaden Amneal’s investor visibility while reducing a key legal overhang on the...
NYSE:QSR
NYSE:QSRHospitality

Restaurant Brands China JV With CPE Highlights Growth And Valuation Opportunity

Restaurant Brands International (NYSE:QSR) and CPE have completed a major joint venture to expand Burger King across China. CPE is providing substantial new capital and will hold a large majority interest in the combined China business. The partnership is focused on rapidly increasing Burger King’s footprint in China by pairing Restaurant Brands’ global brand know how with CPE’s local operating expertise. Restaurant Brands International, trading at $66.98, is adding this China joint venture...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon’s AI Shift With OpenAI Talks And Layoffs Meets Undervaluation Concerns

Amazon.com (NasdaqGS:AMZN) is reported to be in early talks to invest up to US$50b in OpenAI. The company has announced layoffs affecting over 16,000 corporate employees, more than 10% of its corporate workforce. Management is framing the cuts as part of a shift toward a leaner, more AI powered organization. For you as an investor, this pairing of a potential US$50b AI investment with large corporate layoffs puts Amazon's long term priorities in sharp focus. The company already spans e...
NYSE:CRM
NYSE:CRMSoftware

Assessing Whether Salesforce (CRM) Shares Look Undervalued After Recent Weak Performance

Salesforce stock: recent performance snapshot Salesforce (CRM) has been under pressure recently, with the stock showing a 0.7% decline over the past day and an 8.1% decline over the past week, adding to weakness over the past month and past three months. See our latest analysis for Salesforce. Looking beyond this week, Salesforce’s share price return year to date is a 16.9% decline, while the 1 year total shareholder return of 37.5% decline contrasts with a 26.2% gain over 3 years and a 10.7%...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express Tightens Lounge Access And Plans New World Trade Center Move

American Express (NYSE:AXP) is tightening Centurion Lounge guest rules, including limiting access to travelers on the same flight as the cardholder and capping visits to 5-hour layovers. The company is preparing to move its headquarters to 2 World Trade Center in New York, signaling a potential relocation of its corporate base. American Express sits at the intersection of payments, lending, and travel rewards, so changes to lounge access touch a core part of its brand for frequent...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont Reacts To Warsh Nomination And Shifting Gold Price Expectations

Newmont (NYSE:NEM) experienced sharp share price swings after Kevin Warsh was nominated as the next Federal Reserve chair. The nomination, viewed by many investors as a hawkish signal for U.S. monetary policy, coincided with a rapid gold price selloff. These moves introduced fresh volatility across gold miners, with Newmont’s stock reacting quickly to shifting expectations for interest rates and real yields. Newmont comes into this news-heavy period with a recent share price of $112.85 and...
NYSE:F
NYSE:FAuto

Ford Motor (F) Valuation Check After $600 Million Non Cash Pension Charge For Q4 2025

Ford Motor (F) has highlighted a roughly $600 million pre tax pension and postretirement remeasurement charge, a non cash adjustment that affects Q4 2025 net income while leaving adjusted metrics and cash flow unchanged. See our latest analysis for Ford Motor. At a share price of $13.81, Ford’s 90 day share price return of 7.98% and 1 year total shareholder return of 49.98% point to improving momentum as investors weigh pension charges against moves such as the new Ford Energy unit and...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Is Up 6.5% After Bluejay Acquisition and 2026 Sales Outlook Update - What's Changed

In recent months, Mirum Pharmaceuticals reported a rare net profit in the third quarter of 2025, issued bullish 2026 sales guidance of US$630 million to US$650 million, and completed the US$620 million acquisition of Bluejay Therapeutics to expand its rare liver disease portfolio. An interesting angle is how the Bluejay deal and advancing volixibat program together deepen Mirum’s focus on rare liver disorders while testing its path toward sustained profitability. We’ll now examine how...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

A Look At SkyWest (SKYW) Valuation After Earnings Miss And New Long Term E175 Contracts

Why SkyWest’s latest earnings matter for shareholders SkyWest (SKYW) just released fourth quarter and full year 2025 results, pairing higher revenue with slightly softer quarterly earnings per share. The company also locked in long term E175 flying agreements with United and Delta, which define its future cash flows. See our latest analysis for SkyWest. SkyWest’s latest earnings release and the confirmation of long term E175 contracts came alongside some share price volatility, with a 1 day...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Twist Bioscience (TWST) Q1 Loss After One Off Profit Tests Bullish Profitability Narrative

Twist Bioscience (TWST) opened Q1 2026 with revenue of US$103.7 million and a basic EPS loss of US$0.50, while net income excluding extra items came in at a loss of US$30.5 million. The company reported revenue of US$84.7 million in Q4 2024, US$88.7 million in Q1 2025 and US$103.7 million in Q1 2026. Quarterly basic EPS ranged from a loss of US$0.59 in Q4 2024 to a profit of US$0.34 in Q3 2025 before returning to a loss of US$0.50 in the latest quarter. This keeps the focus on how efficiently...
OTCPK:SLBK
OTCPK:SLBKBanks

Skyline Bankshares (OTCPK:SLBK) Earnings Surge 97% Challenges Cautious Profitability Narratives

Skyline Bankshares (SLBK) has capped FY 2025 with fourth quarter revenue of US$15.2 million and EPS of US$0.79, set against year over year earnings growth of 97.2% and a trailing net margin of 25.1%. The company has seen revenue move from US$45.6 million to US$57.3 million on a trailing twelve month basis, while EPS over the same span shifted from US$1.34 to US$2.84. This gives investors a clearer line of sight on how profitability is feeding through the income statement. With margins sitting...
NYSE:BC
NYSE:BCLeisure

Will Quarterly Profitability And Buybacks Change Brunswick's (BC) Narrative Despite A Full-Year Loss?

Brunswick Corporation recently reported fourth-quarter 2025 results, with sales rising to US$1,333.8 million and net income improving to US$18.7 million, alongside a completed multi-year share repurchase totaling US$1.67 billion. An interesting angle is that Brunswick returned to quarterly profitability even though full-year 2025 results showed a net loss, highlighting a contrasting short-term and annual performance picture for investors. We’ll now examine how Brunswick’s return to...
NasdaqGS:KHC
NasdaqGS:KHCFood

Did Berkshire’s Potential Exit and Business Split Just Shift Kraft Heinz's (KHC) Investment Narrative?

In late January 2026, Kraft Heinz disclosed that Berkshire Hathaway may sell its roughly 325 million-share stake and confirmed plans to split its global sauces arm from its North American grocery business in the second half of 2026. At the same time, Heinz introduced a limited-edition 114 oz stainless steel “KegChup” ahead of the Big Game, highlighting how the brand is leaning on marketing innovation even as its largest shareholder considers exiting. We’ll now examine how Berkshire’s...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Is Up 16.2% After Meta Fiber Deal And Strong Q4 Earnings Beat Expectations – Has The Bull Case Changed?

In late January 2026, Corning Incorporated reported fourth-quarter 2025 sales of US$4,215 million and net income of US$540 million, alongside a full-year 2025 net income of US$1,596 million on sales of US$15.63 billion. Corning and Meta Platforms also jointly announced a multiyear agreement valued at up to US$6 billion for advanced optical fiber, cable, and connectivity solutions to support Meta’s AI-focused U.S. data centers, backed by Corning’s planned manufacturing expansion in North...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla Pivot To Robotics And AI Puts Valuation And Risks In Focus

Tesla (NasdaqGS:TSLA) has announced the discontinuation of its Model S and Model X vehicles in the past week. The Fremont factory is being transitioned from premium EV production to Optimus humanoid robot manufacturing. The company is concentrating on robotaxis, including Cybercab, as well as robotics and AI chip development. Discussions are underway about a potential merger involving Tesla, SpaceX, and xAI. Tesla, traded as NasdaqGS:TSLA, is moving its center of gravity away from premium...
NYSE:GPN
NYSE:GPNDiversified Financial

Global Payments Reshapes Business With Worldpay Deal And Issuer Sale

Global Payments (NYSE:GPN) agreed to sell its issuer processing business as part of a two step transaction. At the same time, the company plans to acquire Worldpay, a major payments competitor, in a connected deal. The combined moves are described as reshaping Global Payments' core operations and targeting potential synergies for shareholders. For investors watching NYSE:GPN at around $71.99, this deal follows a difficult period for the stock, with a 1 year return of a 34.2% decline and a 5...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

A Look At Cisco (CSCO) Valuation After Recent Share Price Strength

Why Cisco Systems (CSCO) Is On Investors’ Radar Today Cisco Systems (CSCO) is drawing attention after recent trading left the stock at a last close of $80.64, prompting investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for Cisco Systems. The recent move to a share price of $80.64 comes on the back of a 6.05% year to date share price return and a 35.32% total shareholder return over the past year, with momentum supported by an 11.50% 90 day...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Is CoreWeave (CRWV) Pricing Reflect Its Recent Share Price Weakness And Mixed Valuation Signals

If you are wondering whether CoreWeave's current share price makes sense, this article walks through what the numbers suggest about where value might and might not be showing up. The stock last closed at US$88.94, with a 7 day return of 9.5% decline and a 30 day and year to date return of 12.1%, which already hints at shifting views on its risks and potential. Recent coverage has focused on CoreWeave's role as a cloud and AI infrastructure provider, with attention on its position in GPU...
NYSE:GPC
NYSE:GPCRetail Distributors

Is Genuine Parts (GPC) Still Attractive After A 25% One Year Share Price Rally

If you are wondering whether Genuine Parts at around US$141 per share still offers value, you are not alone. This article is designed to help you frame that question clearly. The stock has returned 1.5% over the last 7 days, 13.9% over the past month, 13.9% year to date and 25.8% over the last year, while its 3 year return sits at a 9.0% decline and the 5 year return is 56.4%. Recent price moves have kept Genuine Parts on the radar for investors who follow large established auto and...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer Reshapes Portfolio With Metsera Deal Novavax Pact And R&D Push

Pfizer agreed to acquire obesity drug developer Metsera for $10b in cash, re-entering the weight loss market. The company outlined a larger R&D push in oncology and immunology alongside the Metsera deal. Pfizer also signed a new global licensing agreement with Novavax focused on vaccine adjuvant technologies. For investors watching NYSE:PFE at a share price of $26.66, these moves come after a mixed multi year stretch, with a 9.1% return over the past year but a 27.0% decline over three...
NasdaqGS:STBA
NasdaqGS:STBABanks

Is Dividend Hike, Buyback And Expansion Altering The Investment Case For S&T Bancorp (STBA)?

In late January 2026, S&T Bancorp’s board approved a US$0.36 per share quarterly cash dividend, modestly higher than the prior year, alongside reporting fourth-quarter 2025 results showing higher net interest income and earnings. The company paired this with a new US$100 million share repurchase authorization and ongoing branch expansion in Pittsburgh, underscoring management’s emphasis on capital returns while still investing in growth. Next, we’ll examine how the stronger net interest...
NYSE:TME
NYSE:TMEEntertainment

Will ONECEAD Joint Venture Deepen Tencent Music Entertainment Group's (TME) Role in Asian Entertainment IP?

JYP Entertainment’s Chinese subsidiary JYP China recently announced the launch of ONECEAD, a joint venture with CJ ENM and Tencent Music Entertainment Group, focused on artist management, music production, concerts, and merchandise, including oversight of the global boy group Modyssey and expansion in the Greater China region. The partnership gives Tencent Music a deeper role in originating and managing music IP beyond its core platforms, potentially enhancing its influence across the...