U.S. Media Stock News

NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

A Look At Summit Therapeutics (SMMT) Valuation After FDA Acceptance Of Ivonescimab BLA

Summit Therapeutics (SMMT) just cleared a key regulatory hurdle, with the FDA accepting its Biologics License Application for ivonescimab plus chemotherapy in EGFR mutated non squamous NSCLC after tyrosine kinase inhibitor therapy. See our latest analysis for Summit Therapeutics. Alongside the FDA accepting the BLA for ivonescimab, Summit Therapeutics’ recent 7 day share price return of 5.8% contrasts with a 30 day share price decline of 10.5%. At the same time, the 3 year total shareholder...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Hesai Group (HSAI) Valuation Check After Exclusive Lidar Distribution Agreement With Grab

Hesai Group (HSAI) is back in focus after Hesai Technology agreed to a cooperation with Grab that makes Grab the exclusive distributor of its lidar products across Southeast Asia. See our latest analysis for Hesai Group. The Grab agreement arrives after a choppy few weeks for Hesai Group, with a 7 day share price return of 7.89% and a 31.40% 90 day share price return, while the 1 year total shareholder return sits at 42.65%. This suggests momentum has been building despite short term...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Intuit AI Push Tests Valuation After Steep Share Price Decline

Intuit (NasdaqGS:INTU) has launched an AI native construction ERP suite as part of its Intuit Enterprise Suite, targeting contractors with industry specific workflows. The company is rolling out new Mailchimp e commerce features that use AI and unified customer data to support online sellers. These product moves come as the software sector is debating how rapid AI adoption could reshape profitability and business models. For investors watching Intuit at a share price of $399.69, these...
NYSE:EPRT
NYSE:EPRTREITs

Assessing Essential Properties Realty Trust (EPRT) Valuation After Strong Full Year And Q4 Earnings Growth

Essential Properties Realty Trust (EPRT) kicked off the year with fresh earnings, reporting fourth quarter and full year 2025 results that highlight higher sales, revenue, net income and earnings per share compared with the prior year. See our latest analysis for Essential Properties Realty Trust. The latest earnings update lands as the share price sits at US$31.55, with a 30 day share price return of 6.16% and a 1 year total shareholder return of 6.86%. The 3 year total shareholder return of...
NasdaqGS:FIBK
NasdaqGS:FIBKBanks

Assessing First Interstate BancSystem (FIBK) Valuation After Recent Share Price Momentum

First Interstate BancSystem (FIBK) is back on many investors’ screens after its recent share performance, with the stock showing mixed short term moves alongside stronger returns over the past 3 months and year. See our latest analysis for First Interstate BancSystem. At a latest share price of US$37.93, First Interstate BancSystem’s recent 90 day share price return of 20.72% sits alongside a 1 year total shareholder return of 25.76%, which suggests momentum has been building rather than...
NYSE:LEU
NYSE:LEUOil and Gas

Centrus Energy (LEU) High 53x P/E Tests Bullish Narratives After 17.3% Net Margin Report

Fresh off its FY 2025 report, Centrus Energy (LEU) posted Q4 revenue of US$146.2 million with basic EPS of US$0.94, alongside trailing 12 month revenue of US$448.7 million and EPS of US$4.33. Over recent quarters the company has seen revenue move between US$73.1 million and US$154.5 million and quarterly EPS range from US$0.21 to US$1.63, while trailing net income reached US$77.8 million. This context allows investors to weigh growth expectations against what the latest margins imply about...
NYSE:MMI
NYSE:MMIReal Estate

A Look At Marcus & Millichap’s Valuation After Recent Share Price Volatility

Marcus & Millichap (MMI) is back on investor radars after its recent trading session, with the stock closing at US$26.12. This has prompted a closer look at how its fundamentals align with current pricing. See our latest analysis for Marcus & Millichap. That 4.0% one day share price decline sits against a mixed backdrop, with a modest 7 day share price gain and a 1 year total shareholder return of 27.6% in the red, suggesting momentum has been fading over time. If this kind of uneven...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is It Too Late To Consider Expedia Group (EXPE) After The Recent Share Price Pullback?

This article examines whether Expedia Group's current share price still offers value after its long run on the market, or if most of the easy gains are behind it, by walking through what the numbers are really saying about the stock. The share price sits at US$233.60 after a 1.2% decline over the last week and larger pullbacks of 19.9% over the last month and 17.4% year to date. At the same time, the 1 year and 3 year returns of 16.2% and 103.1% keep longer term holders in positive...
NYSE:MMM
NYSE:MMMIndustrials

3M’s New AI Tools Tie Design Workflows To Valuation Story

3M (NYSE:MMM) has introduced Ask 3M, an AI powered engineering assistant, and the 3M Digital Materials Hub as new digital tools for product design support. The tools use generative AI and advanced modeling to help engineers query material data, explore options, and connect with 3M scientists during the design process. The launch targets industrial customers looking to speed up development cycles and improve collaboration with 3M on complex material decisions. For investors watching 3M at a...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments Buys Silicon Labs As AI And Valuation Questions Loom

Texas Instruments (NasdaqGS:TXN) has entered into a definitive agreement to acquire Silicon Labs in an all cash deal valued at about US$7.5b. The transaction expands Texas Instruments' position in analog and embedded semiconductors, with a focus on chips used in AI data center infrastructure. The agreement confirms earlier rumors and moves the potential combination into a formal, binding stage that will be closely watched by investors and customers. For you as an investor, the headline is...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Is It Time To Reassess Carlyle Group (CG) After Recent Share Price Weakness?

If you are wondering whether Carlyle Group shares still offer value at around US$53.54, you are not alone. This article will focus on what that price might really imply. The stock has seen a 10.0% return over the past year, but that sits alongside a 7 day return of 8.3% decline, a 30 day return of 18.6% decline, and a year to date return of 12.0% decline. These figures can change how investors think about growth potential and risk. Recent coverage has focused on how private markets firms...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify (SHOP) Margin Durability Questioned As 16.7% Net Margin Meets 86.9x P/E

Shopify (SHOP) has reported its FY 2025 third quarter with revenue of US$2.8b, basic EPS of US$0.20 and net income of US$264m, setting the tone for how the rest of the year could look. The company has seen revenue move from US$2.0b in Q2 2024 to US$2.2b in Q3 2024, then to US$2.7b in Q2 2025 and US$2.8b in Q3 2025, while basic EPS has ranged from US$0.13 in Q2 2024 to US$0.64 in Q3 2024, US$0.70 in Q2 2025 and US$0.20 in Q3 2025. This gives investors a detailed read on how the income line is...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

Is ADP’s (ADP) New HR Award And Data Focus Quietly Reframing Its Competitive Moat?

Software Finder recently announced the winners of its inaugural Excellence Award, naming ADP Inc. among the honorees for verified performance, customer satisfaction, and sustained market engagement in HR software. Coupled with fresh attention on ADP’s weekly National Employment Report Pulse, this recognition reinforces the company’s role as both a key HR platform provider and a closely watched employment-data source. We’ll now examine how ADP’s Excellence Award recognition and heightened...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

How Intel’s AI Hardware Push and SambaNova Bet At Intel (INTC) Has Changed Its Investment Story

Recently, Intel appointed former Qualcomm executive Eric Demers as Chief GPU Architect, advanced new technologies such as its Z-Angle Memory prototype, and confirmed plans to invest at least US$100 million in AI chip startup SambaNova Systems to reinforce its position in AI and data center computing. Taken together, these moves point to Intel intensifying its focus on AI hardware and server workloads, while reshaping its product roadmap and partnerships in high‑value infrastructure...