U.S. Media Stock News

If you are wondering whether Iron Mountain's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock last closed at US$109.83, with total returns of 14.7% over 7 days, 14.5% over 30 days, 31.9% year to date, 19.3% over 1 year and 132.2% over 3 years, while the 5 year return is very large at 321.2%. Recent price action has put Iron Mountain back on many investors' radars, especially those comparing it to...

National Bank Holdings (NBHC) is back on investors’ radar after issuing US$150 million of fixed to floating rate subordinated notes and following an insider purchase of 24,200 shares by a senior executive. See our latest analysis for National Bank Holdings. Those funding moves and insider buying come as National Bank Holdings’ share price has climbed 17.4% over the last 90 days and 10.4% year to date, while the 1 year total shareholder return of 0.16% and 5 year total shareholder return of...

General Motors has filed a second patent lawsuit against LKQ (LKQ) and Keystone, accusing them of infringing 20 patents tied to GM vehicle parts, putting fresh attention on LKQ's legal exposure around core replacement components. See our latest analysis for LKQ. At a share price of US$34.10, LKQ has a 90 day share price return of 13.78%, yet its 1 year total shareholder return of 9.80% and 3 year total shareholder return of 36.99% suggest momentum has been patchy. This fresh GM lawsuit keeps...

In recent days, Wall Street analysts have projected that Nordson will report quarterly earnings of US$2.36 per share, with revenue expected to rise year over year across its Industrial Precision Solutions, Advanced Technology Solutions, and Medical and Fluid Solutions segments. This broad-based forecast of operating profit gains across all three divisions highlights how diversified segment strength is shaping expectations ahead of Nordson’s upcoming Q1 earnings release. We’ll now examine how...

If you are wondering whether Celcuity’s recent run leaves any value still on the table, you are not alone. This article will walk through how its current price stacks up against several valuation checks. The stock closed at US$104.51, with a 1 year return of around 7x and a 3 year return that is also very large, even though the past week and month show returns of 2.1% and 2.3% declines, and the year to date gain sits at 3.9%. Recent market interest in Celcuity has been shaped by ongoing...

Raymond James Financial (RJF) has been pulled into the recent “AI disruption trade” after Altruist launched an AI-driven planning tool that automates tasks like personalized tax strategies, sparking concern about traditional advisory models. See our latest analysis for Raymond James Financial. Beyond the AI driven selloff, Raymond James Financial shares have had a choppy run, with a 7 day share price return of 7.82% and a 30 day share price return of 7.63%, set against a 1 year total...

Why Synchrony Financial is on investors’ radar today Synchrony Financial (SYF) is back in focus for investors after recent share price moves, with the stock showing mixed returns across different timeframes and raising fresh questions about how its valuation stacks up. See our latest analysis for Synchrony Financial. Recent trading reflects mixed momentum for Synchrony Financial, with a 1 day share price return of 0.38% set against a 7 day share price return decline of 5.03% and a 30 day...

Alkami Technology (ALKT) is back on investor radar as upbeat analyst sentiment and interest in its digital banking platform coincide with recent share price moves, despite ongoing losses and a mixed recent return profile. See our latest analysis for Alkami Technology. Recent price action reflects this tension between optimism and risk, with a 1 day share price return of 1.94% to US$16.27, following a year to date share price return decline of 28.26% and a 1 year total shareholder return...

In early February 2026, Western Digital redeemed in full its 4.750% Senior Notes due 2026 and expanded its share repurchase authorization to US$6.00 billion, while unveiling an AI-focused storage roadmap that includes ultra-high-capacity HDDs, power-optimized drives and platform software for hyperscale and mid-scale customers. By simultaneously cleaning up near-term debt, committing a very large amount to buybacks, and detailing a path to 100TB+ AI-oriented drives, Western Digital...

Bank of America stock after recent performance Bank of America (BAC) shares have been relatively steady over the past month, with a small decline compared with a modest gain over the past 3 months. This helps put recent moves into a broader context for investors. See our latest analysis for Bank of America. At around US$52.55, Bank of America’s recent share price moves show some cooling in short term momentum, with a 7 day share price return of a 7.04% decline. However, longer term total...

CEO share purchase and AI focus shift investor attention Lumen Technologies (LUMN) has been back on radar after CEO Kate Johnson bought about US$500,000 of stock following a 21% drop, with the move followed by a 29% rebound the next day. The purchase came shortly after mixed fourth quarter results and alongside Lumen’s push to position its network as core infrastructure for AI. This is supported by more than US$13b in contracts with large technology customers and recent divestitures to...

Equitable Holdings (EQH) has put shareholder returns in focus by increasing its equity buyback authorization by US$1,000 million to US$4,300 million shortly after reporting weaker 2025 earnings and affirming regular common and preferred dividends. See our latest analysis for Equitable Holdings. The increased buyback authorization and affirmed dividends come after a softer earnings release and sit against a mixed share price picture, with a 1 day share price return of 1.86% but a year to date...

Visa (NYSE:V) launched Visa & Main, a new platform aimed at supporting US small businesses, alongside a $100m working capital facility with Lendistry. The company expanded its AI powered agentic commerce use cases in Asia through a collaboration with DBS. Visa also entered a cross border partnership with UnionPay to support money movement into China. Visa, trading at $314.08, is rolling out these business and technology moves while carrying mixed recent returns. The stock shows a 43.7%...

In February 2026, HubSpot reported fourth-quarter 2025 revenue of US$846.75 million and full-year revenue of US$3.13 billion, alongside sharply higher net income and earnings per share versus the prior year. Management paired these results with upbeat 2026 revenue guidance and a new US$1.00 billion share repurchase program, underscoring confidence in the company’s AI-powered, multi-hub CRM platform. Next, we’ll examine how HubSpot’s upbeat 2026 guidance and new US$1.00 billion buyback...

Himax Technologies reported past fourth-quarter 2025 results showing sales of US$203.08 million and net income of US$6.34 million, alongside guidance for a 2% to 6% sequential net revenue decline and profit of US$0.02 to US$0.04 per diluted ADS in the first quarter of 2026. Management also highlighted that first-quarter 2026 should mark the low point for the year, with expected improvement supported by lean customer inventories, accelerating automotive projects, growing non-driver IC lines...

In early February 2026, Assurant, Inc. launched its Assurant Home Warranty product through a long-term arrangement with six Compass International Holdings–affiliated real estate brands, giving approximately 300,000 agents access to new home protection offerings backed by a nationwide service network and dedicated support. The rollout embeds home warranty services directly into participating broker and agent workflows, potentially deepening customer relationships and broadening the service...

Portland General Electric (NYSE:POR) is under scrutiny from consumer advocates over how it plans to allocate power costs tied to growing data center demand. The debate centers on who should bear the financial burden of electricity needs tied to AI related data center growth and how those costs flow through future rates. Portland General Electric is a regulated utility serving customers in Oregon, with its earnings and cash flows closely linked to approved rates and capital spending. As AI...

On February 11, 2026, Ingredion announced that president and CEO James P. Zallie also became chairman, while Victoria Reich was named lead director and former independent chairman Gregory Kenny remained on the board. This shift to a combined CEO-chairman role, paired with a reinforced lead director position, marks a meaningful change in how the company is overseen and managed. Next, we’ll explore how combining the CEO and chairman roles, alongside appointing a lead director, could influence...

In early February 2026, Equifax reported higher fourth-quarter and full-year 2025 revenue and earnings, issued upbeat 2026 guidance, detailed around US$1.50 billion of capital available for acquisitions and shareholder returns, and confirmed completion of a US$927.39 million share repurchase program. Beyond the headline growth, Equifax’s focus on bolt-on M&A to enhance Workforce Solutions and proprietary data, alongside expectations for margin expansion as mortgage customers gradually adopt...

In February 2026, Cadence Design Systems launched the Cadence ChipStack AI Super Agent, an agentic AI workflow that automates front-end silicon design and verification by coordinating multiple virtual engineers across its established EDA and AI platforms, while supporting both cloud-based and on-premises frontier models such as NVIDIA Nemotron and OpenAI GPT. This launch advances Cadence’s long-stated “silicon agent” vision by tightly integrating agentic AI with its Verisium, Cerebrus, and...

Barclays upgraded Pegasystems (NasdaqGS:PEGA), citing momentum in its cloud and AI offerings. The company recently secured a legal victory with the overturning of a US$2b trade secret verdict. Pegasystems expanded its share buyback program to US$1b, which signals increased confidence from management. Pegasystems builds software that helps large enterprises automate workflows, manage customer interactions, and apply AI to complex business processes. For investors watching cloud and AI...

Linde (LIN) is back in focus after its fourth quarter and full year 2025 update, combining higher annual sales and net income with fresh comments on a busy pipeline of smaller acquisitions. See our latest analysis for Linde. The recent earnings update and comments on a steady pipeline of tuck in deals come after a strong run in the share price, with a 30 day share price return of 9.58% and a 1 year total shareholder return of 6.67%. The 3 year total shareholder return of 55.59% and 5 year...

Northrop Grumman recently expanded its board to 13 members, appointing retired four-star Admiral Christopher W. Grady, former vice chairman of the Joint Chiefs of Staff, to the Audit and Risk and Policy Committees, while also naming James S. Turley as future Lead Independent Director and declaring a US$2.31 quarterly dividend payable on March 11, 2026. These boardroom changes bring deep front-line defense experience into Northrop Grumman’s governance at a time when investors are closely...

Earlier this month, BankUnited, Inc. appeared at the KBW 2026 Winter Financial Services Conference in Boca Raton, sharing an updated investor presentation on its business mix and funding profile. The bank emphasized its shift toward core relationship deposits, growth in noninterest-bearing accounts, and a higher-yielding commercial and specialty lending focus, framed alongside tight expense control. Next, we’ll examine how this renewed emphasis on relationship-based funding could influence...