U.S. Telecom Services and Carriers Stock News

Earlier this week, a federal judge blocked the Trump administration from enforcing new rules that restricted reporters’ access to the Pentagon, siding with the New York Times and its reporter on First and Fifth Amendment grounds. This legal win reinforces the New York Times’ position as an active defender of press freedoms, potentially strengthening its brand with readers, journalists, and policymakers. We’ll now examine how this press freedom victory and its constitutional implications...

Governance shifts and fresh shareholder pressure Revvity (RVTY) is drawing fresh attention after solid Q4 numbers and revenue guidance were followed by a weaker peer comparison, a sharp swing in sentiment, and new governance efforts from both the board and an activist investor. See our latest analysis for Revvity. At a share price of $85.94, Revvity is trading well below its recent highs, with a 30 day share price return of a 14.34% decline and a 1 year total shareholder return of a 19.67%...

Earnings reaction puts MGM Resorts International (MGM) in focus MGM Resorts International (MGM) has attracted fresh attention after its latest earnings report, where revenue grew 6% year on year and both revenue and earnings per share exceeded analyst expectations. See our latest analysis for MGM Resorts International. Despite an initial 1-day share price return of negative 4.77% taking the stock to US$35.37, the reaction to MGM's earnings sits against a 1-year total shareholder return of...

Recent performance snapshot for Driven Brands Holdings (DRVN) Driven Brands Holdings (DRVN) has drawn investor attention after a one-month return of about a 37% decline and a past three-month return of roughly a 29% decline, with shares recently closing at US$10.75. See our latest analysis for Driven Brands Holdings. The recent 2.67% one day and 3.97% seven day share price returns contrast with a weaker trend, as the 30 day share price return of about a 37% decline and one year total...

Cohu (COHU) is back in focus after a leading U.S. semiconductor manufacturer and foundry placed a multi unit order for its Eclipse test platform, which targets high performance AI and datacenter processors. See our latest analysis for Cohu. Cohu’s share price has been volatile, with a 1 day share price return of a 2.73% decline, a 90 day share price return of 25.35%, and a 1 year total shareholder return of 78.26%, as AI related orders gain attention. If this AI hardware testing story...

Event backdrop and recent share performance Arcos Dorados Holdings (NYSE:ARCO) has drawn investor attention after recent share price moves, with the stock roughly flat over the past week, marginally higher over the past 3 months, and lower over the past month. See our latest analysis for Arcos Dorados Holdings. At a share price of $7.68, Arcos Dorados has a 30 day share price return of a 14.09% decline, while the 1 year total shareholder return of a 3.03% decline contrasts with a 71.18% gain...

Establishment Labs Holdings: Recent Returns in Focus Establishment Labs Holdings (ESTA) has drawn investor attention after a recent share price slide, with the stock down about 4% over the past day and 18% over the past month. See our latest analysis for Establishment Labs Holdings. That short term weakness, including a 17.6% 30 day share price return decline and an 8.99% year to date share price return decline to around $62.65, sits alongside a 57.9% 1 year total shareholder return. Recent...

In February 2026, Innovative Industrial Properties, Inc. entered into a settlement with PharmaCann to resolve rent-default lawsuits, requiring PharmaCann to close operations and surrender three leased cannabis cultivation properties in New York, Ohio, and Pennsylvania by late May 2026, with court-approved possession and monetary judgments favoring IIPR. This settlement removes legal uncertainty around key assets, giving IIPR clearer control over the properties and flexibility to reposition...

Earlier this week, Construction Partners was caught up in a broad pullback in industrial and materials names as Middle East tensions pushed energy prices higher, raising concerns about inflation and an economic slowdown. The episode highlights how quickly external shocks to oil and fuel costs can ripple through road-building businesses that rely heavily on transportation and logistics. Next, we’ll examine how rising energy costs linked to Middle East tensions could affect Construction...

Casella Waste Systems: recent share performance and business scale Casella Waste Systems (CWST) has drawn attention after recent share-price pressure, with the stock showing negative returns over the past week, month and past 3 months. This has prompted investors to reassess its current valuation. The company operates a vertically integrated solid waste services business across US regions including Eastern, Mid-Atlantic, Western and Resource Solutions, generating US$1.84b of revenue and...

Sally Beauty Holdings (SBH) is drawing fresh attention after launching on TikTok Shop, extending its push into social commerce as beauty shoppers increasingly browse and buy directly through short form video platforms. See our latest analysis for Sally Beauty Holdings. Despite the TikTok Shop launch and recent supply chain partnership with Circana, Sally Beauty’s 30 day share price return of an 11.83% decline contrasts with a 63.10% total shareholder return over the past year, suggesting...

Stock moves put Revolve Group in focus Revolve Group (RVLV) has drawn fresh attention after a recent share price pullback, with the stock down about 3% over the past week and roughly 12% over the past month. See our latest analysis for Revolve Group. The recent 1 month share price return of 12.23% and 90 day share price return of 25.56% sit against a 1 year total shareholder return of 0.23%. This suggests that momentum has faded after earlier strength and that recent moves may reflect...

Cellebrite DI (NasdaqGS:CLBT) has put AI at the center of its story this month, rolling out Guardian Investigate worldwide alongside early access to Genesis, two tools aimed at digitizing and coordinating complex investigations. See our latest analysis for Cellebrite DI. The AI launches have come during a choppy period for the stock, with a 30 day share price return of 8.43% set against a 90 day share price decline of 25.83% and a three year total shareholder return of about 1.4x. If these AI...

Recent performance snapshot for Union Pacific Union Pacific (UNP) has seen mixed share performance recently, with a 0.3% gain over the past day, a 3.1% decline across the past week, and an 11.7% decline over the past month. See our latest analysis for Union Pacific. At a share price of US$234.92, Union Pacific’s recent 11.7% 1 month share price decline contrasts with its 2.8% 1 year total shareholder return and stronger 33.5% 3 year total shareholder return. This suggests momentum has cooled...

Earlier in March 2026, MPLX LP outlined a US$2.40 billion capital program for 2026, directing about 90% of spending toward natural gas and NGL services and tying the plan to higher expected throughput on both existing infrastructure and new projects. This heavy emphasis on gas and NGL assets highlights how MPLX is leaning further into fee-based midstream volumes as a core earnings driver. Next, we’ll examine how this US$2.40 billion capital plan and throughput focus may reshape MPLX’s...

FuboTV, NYSE:FUBO, is contending with ongoing operational challenges and subscriber stagnation that are raising questions about the resilience of its business model. Persistent operating margin losses and negative free cash flow are drawing fresh attention to the sustainability of the company’s live TV streaming offering. Sluggish domestic subscriber growth is sharpening investor focus on how FuboTV plans to balance content costs, pricing, and user growth. For investors tracking NYSE:FUBO,...

SoundHound AI (NasdaqGM:SOUN) is rolling out its voice-powered Employee Assist agent across all Peet’s Coffee stores. The deployment extends prior pilots into a full chainwide rollout, bringing conversational AI directly into day to day retail operations. The system is designed to give in store teams hands free access to real time information to support service, training, and workflows. For investors watching conversational AI move from hype to real usage, this Peet’s Coffee rollout gives...

AES (AES) is back on investors’ screens after recent share moves left the stock with a monthly return of about a 15% decline and a 1-year total return of around 14%. See our latest analysis for AES. That 15% decline in the 1 month share price contrasts with a 14.23% 1 year total shareholder return. This hints that shorter term momentum is fading even as longer term holders are still ahead overall. If recent volatility has you rethinking your watchlist, it could be a useful moment to scan the...

This article examines whether Blue Bird's recent share price still represents good value after a strong run, by exploring what the current market price may be implying about the company. At US$53.43, Blue Bird has returned 0.1% over the past week, declined 12.4% over 30 days, gained 14.3% year to date, 59.3% over 1 year and 171.1% over 3 years. This naturally raises questions about how much of the story is already reflected in the price. These moves have come as Blue Bird continues to...

Recent share performance and business snapshot ABM Industries (ABM) has been on many investors’ radar after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date and over the past year. The company runs a diversified facility services business across Business & Industry, Manufacturing & Distribution, Education, Aviation and Technical Solutions. It generated US$8,874.5m in revenue and US$157.6m in net income, with annual...

Cigna Group (CI) continues to draw attention after recent share performance, with a 6.2% decline over the past month and a 4.6% decline over the past 3 months, prompting fresh questions around valuation. See our latest analysis for Cigna Group. While the recent 6.2% 1 month share price return and 4.6% 3 month share price return show momentum fading near the current US$262.84 level, the 1 year total shareholder return of 15.2% contrasts with modest 3 and 5 year gains. If recent weakness in...

National Storage Affiliates Trust (NSA) has caught investor attention after its shares declined about 4.4% over the past day, while still showing positive returns over the past week, month, and past three months. See our latest analysis for National Storage Affiliates Trust. That 4.4% one day share price drop comes after a strong run, with the share price showing a 20.0% 7 day return and a 32.2% 90 day return. Meanwhile, the 1 year total shareholder return of 4.7% and 5 year total shareholder...

UGG’s Golden Collection puts year-round comfort in focus for Deckers Outdoor Deckers Outdoor (DECK) is back in the spotlight after UGG introduced its Spring 2026 Golden Collection, extending the well known boot aesthetic into sandals and clogs aimed at warmer months. This product refresh uses recycled materials, fresh textures, and returning ambassadors Elsa Hosk and Rina Sawayama. It offers investors a new data point on how management is trying to make UGG a year round proposition. See our...

Wondering if AppLovin's current share price reflects its true worth, or if the market is mispricing the story. The stock recently closed at US$442.39, with returns of 5.7% over 30 days, a 28.5% decline year to date, and 40.9% over the last year, alongside a very large 3 year return. Recent coverage has focused on AppLovin's position within software and digital advertising, as investors reassess how its platform fits into the broader app monetization ecosystem. That context helps explain why...