U.S. Retail Distributors Stock News

Dycom Industries (NYSE:DY) has agreed to acquire Power Solutions in a deal described as transformational for its business mix. The transaction expands Dycom's reach into data center related services, adding a new revenue stream alongside its existing telecom and infrastructure work. Following the announcement, several analysts issued supportive commentary, citing the broader revenue base and potential business advantages from the acquisition. For you as an investor, the key point is that...

3M (MMM) has wrapped up FY 2025 with fourth quarter revenue of US$6.1b and basic EPS of US$1.08, alongside trailing 12 month revenue of US$24.9b and EPS of US$6.05 that frame how the latest results sit in a broader earnings picture. The company has seen quarterly revenue move from US$6.0b in Q4 2024 to US$6.1b in Q4 2025, while basic EPS shifted from US$1.34 to US$1.08 over the same period, setting a mixed backdrop for any discussion of earnings quality and momentum. With trailing net profit...

Recent sector commentary has put steel demand in the spotlight, and Cleveland-Cliffs (CLF) is right in the middle of that discussion. The stock has also attracted attention after recent margin focused operational changes. See our latest analysis for Cleveland-Cliffs. The recent optimism around steel demand and Cleveland-Cliffs’ margin actions has coincided with a 7 day share price return of 5.16% and a 90 day share price return of 8.08%, while the 1 year total shareholder return of 39.25%...

Brand loyalty recognition and sustainability push as an investment trigger Levi Strauss (LEVI) has drawn fresh investor attention after topping a major apparel brand loyalty ranking and rolling out its Wear Longer Project, a national program centered on clothing repair, customization, and sustainability education. See our latest analysis for Levi Strauss. Despite the positive brand news, Levi Strauss’ recent share price performance has been subdued, with a 1-day share price return decline of...

In recent weeks, IREN secured a US$9.70 billion, five-year AI cloud infrastructure deal with Microsoft and attracted multiple analyst upgrades highlighting its expanding data center and GPU footprint. Although the Microsoft agreement underpins a multiyear AI infrastructure buildout, IREN currently generates limited AI cloud revenue, meaning meaningful monetization may take time to emerge. Next, we’ll explore how the Microsoft AI cloud contract’s scale and long buildout horizon shape IREN’s...

Gilead Sciences (NasdaqGS:GILD) received FDA approval for Yeztugo, a twice-yearly injectable for HIV prevention. The company has started the commercial rollout of Yeztugo, adding a new product to its HIV prevention portfolio. Leadership reiterated a focus on value-creating bolt-on acquisitions to supplement Gilead’s existing pipeline. For investors watching Gilead Sciences, the FDA approval and launch of Yeztugo puts fresh attention on the company’s HIV franchise. Gilead has long been...

eToro Group Ltd. has announced it will release its fourth quarter and full year 2025 results before the market opens on February 17, 2026, followed by an investor webcast including a Q&A session with management. This format, which invites the most-upvoted questions from shareholders and analysts, highlights an emphasis on direct investor engagement and transparency around upcoming financial disclosures. Next, we’ll examine how the upcoming earnings release and interactive investor webcast...

Amylyx Pharmaceuticals (AMLX) has drawn fresh attention after selecting AMX0318, a long-acting GLP-1 receptor antagonist for post-bariatric hypoglycemia and other rare diseases, as its latest development candidate following extensive preclinical work. See our latest analysis for Amylyx Pharmaceuticals. The AMX0318 update comes after a sharp swing in sentiment, with a 1-day share price return of 15.73% and a 7-day share price return of 31.35% at a last close of $16.55. Over the past year, the...

If you are looking at CoreWeave and wondering whether the recent excitement is already priced in, this article will walk through what the current market price might be implying about its value. CoreWeave shares last closed at US$95.22, with returns of 8.8% over the past 7 days, 14.7% over 30 days, and 20.0% year to date, which has put the stock firmly on many investors' watchlists. Recent headlines around CoreWeave have focused on its role in the high performance computing and AI...

CleanSpark (NasdaqCM:CLSK) has agreed to acquire a large tract of land in Brazoria County, Texas, to support new power infrastructure. The site is intended to provide substantial power capacity for artificial intelligence and high performance computing customers, alongside Bitcoin mining. The transaction marks a shift in CleanSpark's business focus toward broader data center infrastructure in a key Texas power region. CleanSpark, trading at $12.76 per share, is increasingly positioning...

In early January 2026, Oklo announced a partnership with Meta to advance a 1.2 GW nuclear power campus in Pike County, Ohio, alongside a separate U.S. Department of Energy agreement to build a radioisotope pilot facility under the Reactor Pilot Program. Together, these deals position Oklo at the junction of clean data center power and domestic medical isotope production, expanding its potential customer base beyond utilities. Next, we’ll examine how Meta’s prepayment-backed Ohio project...

Wondering if Air Lease is still good value at around US$64, or if the easy gains are already gone? This article will help you size up the stock through a clear valuation lens. Air Lease shares recently closed at US$64.33, with returns of 0.0% over 7 days, 0.3% over 30 days, 0.3% year to date, 37.9% over 1 year, 54.0% over 3 years, and 67.7% over 5 years. These figures may catch the eye of investors tracking longer term moves. Recent news around global air travel demand, fleet expansion plans...

What American Airlines Group (AAL) investors may be watching now American Airlines Group (AAL) is back in focus for investors as its shares recently closed at $14.77, with returns under pressure this month but higher over the past 3 months. Given that mixed share performance, the company reports annual revenue of $54.3b and net income of $602m, providing investors with concrete figures to weigh against its current market valuation. See our latest analysis for American Airlines Group. For...

Why Archer-Daniels-Midland (ADM) is in focus today Archer-Daniels-Midland (ADM) is back on investors’ radar after announcing a $26 million investment in its Erlanger campus to expand production capacity and improve efficiency for reformulated food and beverage products. The project targets naturally derived color and flavor solutions that align with cleaner label and healthier ingredient trends. It also comes on top of a previously planned $15 million expansion for 2025 in Northern...

Lucid Group is preparing to begin full scale electric vehicle manufacturing in Saudi Arabia, moving beyond limited assembly activity. The Saudi facility marks the company’s first major production hub outside the United States and deepens its ties with Saudi Arabia's Public Investment Fund. This step comes while Lucid continues to rely on external funding and works through ongoing financial pressures. For investors watching NasdaqGS:LCID, this manufacturing move lands after a difficult...

Synopsys (NasdaqGS:SNPS) has secured a multi year, multi billion dollar partnership and investment from Nvidia to focus on AI driven design engineering. The company recently closed a $35b acquisition of Ansys, expanding its reach into system engineering and simulation tools. These developments build on Synopsys’s push into AI enabled EDA and system design products for chipmakers and complex hardware systems. With a current share price of $510.97, Synopsys sits at the center of attention for...

Exelixis (NasdaqGS:EXEL) announced a new collaboration with Natera to launch STELLAR-316, a randomized phase 3 trial of zanzalintinib in stage II/III colorectal cancer. The study focuses on patients with minimal residual disease positive status, a high risk group without approved targeted therapies. Natera's circulating tumor DNA platform will be used to monitor treatment response and disease status in the trial. With shares at $43.78 and a 1 year return of 20.2%, Exelixis enters this...

Blue Square Asset Management has disclosed the complete sale of its stake in Oscar Health (NYSE:OSCR). The transaction removes one institutional holder from the shareholder base of Oscar Health. The move is drawing attention because it was not tied to new earnings guidance or a formal company announcement. Oscar Health, listed as NYSE:OSCR, operates as a technology focused health insurer and aims to blend digital tools with traditional health plans. The company operates in a sector where...

Deutsche Bank’s recent “Catalyst Call: Sell” on Illinois Tool Works (ITW) has put fresh attention on the stock, with the firm highlighting potential risks related to the upcoming earnings report and any softer guidance. See our latest analysis for Illinois Tool Works. ITW’s recent 3.4% one day share price decline and softer 7 day share price return of 0.9% come after Deutsche Bank’s cautious comments. However, the 3 year total shareholder return of 18.96% and 5 year total shareholder return...

The Pentagon plans to invest US$1b into L3Harris Technologies' solid rocket motors unit, Missile Solutions. The solid rocket motors business will be spun off as a separate, publicly traded company later this year. The agreement gives the U.S. Defense Department an ownership stake in the new entity tied to NYSE:LHX. The move marks a major restructuring of L3Harris Technologies' role in the U.S. missile supply chain. L3Harris Technologies, traded as NYSE:LHX, is a major U.S. defense...

Advanced Micro Devices (NasdaqGS:AMD) has formed new partnerships focused on industry specific AI and GenAI solutions with Tata Consultancy Services. AMD is working with Autolink to apply its adaptive SoCs in intelligent vehicles and automotive AI systems. KC McClure, former Accenture CFO and Goldman Sachs board member, has joined AMD's board as an independent director. For investors watching AI and enterprise computing, AMD is involved in several important shifts. The stock trades at...

If you are wondering whether Penske Automotive Group's current share price reflects its true worth, you are not alone; many investors are asking the same question. The stock recently closed at US$163.02, with a 3.1% gain year to date and a 3.2% return over the past year, while still sitting on a 50.6% 3 year and 179.6% 5 year return track record. Recent coverage around Penske has focused on its position as a large auto and commercial truck retailer and its exposure to both new and used...

ImmunityBio (NasdaqGS:IBRX) received the world's first regulatory approval for Anktiva in metastatic non small cell lung cancer from the Saudi Food and Drug Authority. The company opened a new regional office in the Middle East to support commercial rollout and partnerships in the region. ImmunityBio reported positive clinical updates for its bladder cancer program and early results from an off the shelf CAR NK cell therapy for blood cancers. ImmunityBio comes into this news with its shares...

Recently, MP Materials cleared a key technical resistance level around US$66 and advanced its plan to use a US$400 million U.S. government investment to expand rare earth magnet manufacturing. This combination of policy support and growing attention to domestic rare earth supply chains has drawn increased analyst interest and more optimistic ratings on the stock. Next, we’ll examine how the US$400 million government backing shapes MP Materials’ investment narrative and future rare earth...