U.S. Telecom Services and Carriers Stock News

In March 2026, POET Technologies and Lessengers announced a joint effort to develop a 1.6T 2×DR4 optical transceiver module for next-generation AI clusters and hyperscale data center networks, combining POET’s Optical Interposer engines with Lessengers’ Direct Optical Wiring technology. This collaboration underscores how POET is positioning its integrated optical engine platform at the heart of emerging AI infrastructure that demands higher bandwidth and denser interconnects. We’ll now...

Eton Pharmaceuticals (ETON) just posted its FY 2025 Q4 numbers with revenue of US$21.3 million and Basic EPS of US$0.06, while the trailing twelve months show revenue of US$80.0 million and a Basic EPS loss of US$0.17. Over recent quarters, the company has seen quarterly revenue move from US$11.6 million in Q4 2024 to US$21.3 million in Q4 2025, alongside Basic EPS shifting from a loss of US$0.02 in Q4 2024 to a profit of US$0.06 in Q4 2025. This sets up a results season where investors will...

Palantir Technologies (PLTR) is back in focus after a string of large AI contracts and partnerships, including a long term U.S. Army enterprise deal and new collaborations with Nvidia, GE Aerospace, and Moder. See our latest analysis for Palantir Technologies. Despite a 3.2% 1 day share price decline to about $150.68 and a 10.2% negative year to date share price return, Palantir’s recent AI contracts and platform deals sit alongside a 65.7% 1 year total shareholder return and a very large 3...

If you are wondering whether Ichor Holdings at US$46.83 is offering value or asking you to pay up for the story, this breakdown is designed to help you separate price from worth. The stock has had a mixed shorter term pattern, with a 13.0% return over the last 7 days, a 2.1% decline over 30 days, a 129.4% return year to date, and a 76.0% return over 1 year, while the 3 year and 5 year figures sit at 54.8% and a 9.3% decline respectively. These moves sit against a backdrop of ongoing interest...

Investors may be wondering if Roper Technologies at around US$353 a share is starting to look like value, or if the recent volatility is a warning sign. The stock has moved 0.8% over the last week and 8.0% over the last 30 days. Year to date it is down 18.6%, and the 1-year return sits at a 37.8% decline. Recent coverage has focused on Roper Technologies as a software and technology group with a diversified portfolio of businesses. This can influence how investors think about its resilience...

Hilton Worldwide Holdings (HLT) has been in focus after two recent moves: an exclusive franchise agreement bringing YOTEL into its Select by Hilton segment, and the launch of its generative AI powered Hilton AI Planner. See our latest analysis for Hilton Worldwide Holdings. Despite the recent news on YOTEL and Hilton AI Planner, Hilton’s share price has pulled back with a 7.38% 1 month share price return and a relatively flat year to date move, while its 1 year total shareholder return of...

UWM Holdings (UWMC) has come into focus after revising its financial outlook on March 9, 2026, in response to uncertainty in the mortgage sector and providing updated commentary on its expected 2026 revenue. See our latest analysis for UWM Holdings. The revised outlook and commentary on 2026 revenue come after a tough stretch for the stock, with a 30 day share price return of a 25.99% decline and a 1 year total shareholder return of a 33.71% decline, hinting that sentiment has cooled despite...

Canadian Solar (CSIQ) has capped FY 2025 with fourth quarter revenue of US$1.2 billion and a basic EPS loss of US$1.28, as net income excluding extra items came in at a loss of US$86.3 million, putting the spotlight firmly on profitability rather than top line scale. Over recent quarters, the company has seen revenue move between US$1.2 billion and US$1.7 billion, with basic EPS swinging from a profit of US$0.51 in Q4 2024 to a loss in Q4 2025. This sets up a results season where margin...

Ermenegildo Zegna (NYSE:ZGN) has reported FY 2025 first half revenue of €927.7 million and basic EPS of €0.17, with trailing twelve month revenue of about €1.9 billion and EPS of €0.38 framing the latest numbers against its recent earnings expansion. Over the past reported periods, revenue has moved from €960.1 million in 1H 2024 to €986.5 million in 2H 2024 and €927.7 million in 1H 2025, while basic EPS shifted from €0.10 to €0.21 and then €0.17. This gives investors a clearer view of how...

AES Corporation (NYSE:AES) launched Haven Safety AI, described as one of the energy sector's largest AI native safety platforms, to accelerate incident investigations and improve risk mitigation. The company reports that Haven Safety AI supports a more comprehensive approach to workforce protection across its operations. In parallel, AES recorded material progress on its pending merger with Horizon Parent, L.P., including completion of key debt consent solicitations. The related debt...

McDonald's (NYSE:MCD) has launched a new Mario themed Happy Meal promotion in partnership with Nintendo. The campaign ties in with the upcoming Super Mario Galaxy Movie and aims to tap into nostalgia and pop culture interest. The promotion focuses on cross generational appeal and digital engagement to deepen customer interaction with the brand. For investors watching NYSE:MCD, this campaign adds a fresh brand story alongside recent discussion around value menus and company valuation. The...

Nebius Group (NasdaqGS:NBIS) is back in focus after pricing a combined US$4b in convertible notes, along with a US$2b Nvidia investment and a long term AI infrastructure agreement with Meta worth up to US$27b. See our latest analysis for Nebius Group. Despite the 3.21% one-day share price decline to US$117.62 as the convertible notes were priced, Nebius still carries strong momentum, with a 30.76% year-to-date share price return and a very large 1-year total shareholder return that far...

AXT (AXTI) has drawn fresh attention after management issued an upbeat outlook for the first quarter of 2026, highlighting improved export permit approvals, expected sequential revenue growth, and capacity expansion tied to AI driven indium phosphide demand. See our latest analysis for AXT. That upbeat Q1 outlook has come after a huge shift in sentiment, with the 30 day share price return of 130.42% and year to date gain of 223.63% pointing to powerful, building momentum. At the same time,...

Earlier this month, Applied Optoelectronics used the Optical Fiber Communications Conference in Los Angeles to showcase its 100G–1.6T transceivers, a live 6.4T on-board optics demo, and an ultra‑high‑power 400mW external laser module aimed at AI data center networks. An important takeaway is how these high‑power, hot‑swappable laser sources are positioned to support emerging Near‑Packaged and Co‑Packaged Optics architectures for mission‑critical GPU clusters. We’ll now examine how this...

What recent returns say about ServisFirst Bancshares ServisFirst Bancshares (SFBS) has delivered mixed share price performance, with a flat move over the past day, a 1.1% decline over the past week, a 15.2% decline over the past month, and a 0.5% decline over the past 3 months. See our latest analysis for ServisFirst Bancshares. The recent 15.2% one month share price decline sits against a broadly flat year to date share price return of 0.7%. At the same time, the 1 year total shareholder...

Comcast (CMCSA) has been in focus after announcing AI collaborations with NVIDIA and partners to run workloads at the edge of its network, alongside fresh multi-gig fiber-based expansion in Florida’s Miami-Dade coastal communities. See our latest analysis for Comcast. Despite these AI and fiber rollouts, Comcast’s 30 day share price return of 8.17% and year to date share price return of 1.77% are both negative, and the 1 year total shareholder return of a 12.25% decline suggests momentum has...

The Pancake Parlour’s decision to roll out Square across all 13 Australian restaurants puts Block (XYZ) back in focus as investors weigh what broader adoption of its unified commerce tools might mean. See our latest analysis for Block. Recent client wins such as The Pancake Parlour and The Fish Guy have arrived during a period where the 1 month share price return is 10.76% but the 1 year total shareholder return is a 2.85% decline. This suggests that short term momentum contrasts with weaker...

Why Semtech’s latest OFC 2026 moves matter Semtech (SMTC) has jumped into focus after a busy OFC 2026, where it highlighted new 224 Gbps per lane optical products, active copper cable solutions, and deeper involvement in high-speed AI and data center interconnects. See our latest analysis for Semtech. The share price has pulled back recently, with a 1 day share price return of a 6.06% decline and a 30 day share price return of a 15.68% decline. This comes even as Semtech rolled out new AI...

Associated Banc-Corp recently announced a leadership transition in its Milwaukee market, with senior vice president Neil Riegelman becoming Milwaukee market president on April 1, 2026, while former market president John Utz concentrates on expanding the bank’s nationally focused specialty businesses. This shift separates local market leadership from the oversight of specialty lines, potentially sharpening focus on commercial growth in Southern Wisconsin while aligning executive attention...

Reddit’s recent trading performance Reddit (RDDT) has seen mixed short term performance, with a 1 day return of 1.25% and a 7 day gain of 5.66%, alongside declines of 5.16% over the past month and 40.03% over the past 3 months. The stock last closed at US$139.85, giving the company a market value of about US$26.39b. Its annual revenue of US$2.20b and net income of US$529.72m reflect a sizeable and profitable digital community platform. See our latest analysis for Reddit. Reddit’s 1 year total...

Alumis (ALMS) has just wrapped up FY 2025 with Q4 revenue of US$1.9 million, a basic EPS loss of US$0.89 per share, and a net loss of US$92.9 million. On a trailing twelve month basis, revenue was US$24.1 million, with a basic EPS loss of US$2.86 per share and a net loss of US$243.3 million. Over recent quarters, revenue moved from US$17.4 million in Q1 2025 to US$2.7 million in Q2, US$2.1 million in Q3, and US$1.9 million in Q4. EPS shifted from a loss of US$1.82 in Q1 to a profit of US$0.78...

Fortune Brands Innovations (NYSE:FBIN) has appointed an interim CEO and an interim CFO while launching a formal search for a permanent chief executive. The company reached a governance cooperation agreement with activist investor Ed Garden, who has joined the board of directors. The board plans to phase out its classified structure, following internal leadership changes and shareholder pressure that appear aimed at avoiding a proxy fight. For investors watching NYSE:FBIN, these leadership...

Revolution Medicines (RVMD) recently announced that nine presentations covering clinical and preclinical data from its RAS(ON) inhibitor pipeline will be featured at the 2026 AACR Annual Meeting in San Diego. See our latest analysis for Revolution Medicines. The recent AACR news comes after a 21.6% 90 day share price return and a very large 3 year total shareholder return, suggesting momentum has been building around Revolution Medicines' RAS(ON) program despite short term share price...

Vaxcyte (PCVX) is back in focus after publishing VAX-31 Phase 1/2 results in The Lancet Infectious Diseases. The data show favorable safety and immune responses versus Prevnar 20 and support progression into broad Phase 3 trials. See our latest analysis for Vaxcyte. The VAX-31 update comes after a mixed period for investors, with a 90-day share price return of 17.73% and a 1-year total shareholder return decline of 26.8%, while the 5-year total shareholder return of 130.01% points to stronger...