U.S. Telecom Services and Carriers Stock News

In late March 2026, Hasbro disclosed a cyberattack that forced parts of its manufacturing and shipping systems offline, prompting business continuity measures and warning of potential delivery delays lasting several weeks. The incident tests the resilience of Hasbro’s increasingly streamlined supply chain and its efforts to improve efficiency and reliability across omni-channel distribution. We’ll now examine how this cyberattack, and the risk of weeks-long product delays, may affect...

In recent days Peloton Interactive reported margin expansion and adjusted EBITDA growth while unveiling plans to roll out its Peloton Commercial Series bikes and treadmills for gyms from late 2026, alongside leadership changes including the appointment of Sarah Robb O’Hagan as Chief Content and Member Development Officer and the departure of CFO Liz Coddington. These developments highlight Peloton’s push to extend beyond at-home fitness into commercial facilities and connected wellness,...

Fund addition sharpens focus on ADT The addition of ADT (ADT) to Ariel Focus Fund, together with its partnerships with Google and State Farm, has put fresh attention on the security provider’s recurring revenue model and perceived competitive position. See our latest analysis for ADT. At a share price of $6.62, ADT has a 90 day share price return of 17.35% decline and a year to date share price return matching that move, while the 1 year total shareholder return of 14.66% decline contrasts...

On March 30, 2026, activist investor Sieve Capital LLC publicly urged Americold Realty Trust’s board to remove Chairman Mark Patterson, oppose his re-election at the 2026 Annual Meeting, and launch a full review of strategic alternatives, including a potential sale, following reports of inbound interest. Sieve Capital has also flagged what it describes as problematic governance and a history of poor strategic decisions under Patterson at multiple companies, arguing that shareholders deserve...

In March 2026, Mattel announced a global, cross-category product line inspired by the upcoming live-action “Masters of the Universe” film, spanning toys, gaming, collectibles, apparel and more, with products starting to reach shelves worldwide from April 25, 2026. What stands out is the breadth of licensing and retail partnerships, over 70 partners across multiple categories, positioning Masters of the Universe as a broad entertainment and consumer-products platform rather than just a toy...

In late March 2026, Sarepta Therapeutics reported first-in-human Phase 1/2 data for its SRP-1001 and SRP-1003 siRNA programs in facioscapulohumeral muscular dystrophy type 1 and myotonic dystrophy type 1, showing dose-dependent muscle exposure, early biomarker effects and generally favorable tolerability using its avß6 integrin-targeted delivery platform. The early proof-of-concept knockdown of target protein or mRNA not only supports these rare disease programs, but also strengthens the...

If you have been wondering whether OGE Energy at around US$48.76 is still offering value, this article walks through the key numbers that matter before you make up your mind. OGE Energy's share price recently closed at US$48.76, with returns of 2.6% over the last 7 days, 1.0% over the past month, 13.7% year to date and 16.1% over the last year, plus 42.7% over 3 years and 86.5% over 5 years. These return figures have put the stock on the radar for investors weighing potential upside against...

Northern Oil and Gas recently faced mixed developments, including a US$70.73 million net loss alongside the declaration of a US$0.45 per share cash dividend and the continuation of its analytics-based hedging and acquisition program. At the same time, shifting oil prices linked to easing U.S.-Iran tensions and generally favorable analyst sentiment have created conflicting signals for investors assessing the company’s risk and income profile. We’ll now examine how oil price swings tied to...

What the new SDA Tranche 3 contract means for Mercury Systems (MRCY) Mercury Systems (MRCY) has secured a new contract from L3Harris Technologies to supply its highest capacity solid state data recorders for the U.S. Space Development Agency’s Tranche 3 Tracking Layer satellites. These recorders will support infrared sensing and real time detection of advanced missile threats within the Proliferated Warfighter Space Architecture, extending Mercury’s existing role across earlier SDA tracking...

In recent weeks, Rocket Companies has attracted fresh attention after analyst firms initiated and upgraded coverage citing improved fundamentals, while the company pushed technology-driven mortgage solutions and creative brand campaigns like the Rocket Arena listing. This combination of analyst focus and inventive marketing highlights how Rocket is trying to strengthen its position in a pressured housing and mortgage market through technology, partnerships and consumer engagement. We’ll now...

Emerson Electric (EMR) is back in focus after Jefferies shifted its stance to a more positive rating, citing solid order momentum, improving earnings prospects, and progress toward building a more focused automation business. See our latest analysis for Emerson Electric. The recent Jefferies upgrade and Emerson's selection to automate the Louisiana Green Fuels facility come after a mixed stretch, with a 7.4% 30 day share price decline but a 41.6% 1 year total shareholder return signaling...

Recently, NextDecade director Pamela Beall purchased a substantial block of company shares, while a separate investor group disclosed a large passive stake in the firm. Together, these insider and passive ownership moves signal growing internal and external confidence in NextDecade’s direction and have drawn fresh investor attention. We’ll now examine how Pamela Beall’s sizeable insider purchase shapes NextDecade’s investment narrative in light of its recent share performance. AI is about...

Insiders who purchased US$4.20m worth of Nomadar Corp. ( NASDAQ:NOMA ) shares over the past year recouped some of their...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Sociedad Química y Minera de Chile (SQM) is back in focus after its board proposed raising the dividend payout policy from 30% to 50% of net income, a shift aimed squarely at income oriented shareholders. See our latest analysis for Sociedad Química y Minera de Chile. The proposed dividend shift comes after a strong run in the shares, with an approximately 17.8% 30 day share price return and a 126.98% total shareholder return over the past year. This suggests momentum has been building ahead...

Tesla, Inc. has reported that in the first quarter of 2026 it produced over 408,000 vehicles, delivered 358,023 vehicles, and deployed 8.8 GWh of energy storage products, with deliveries and deployments coming in below market expectations and leaving an inventory buildup of more than 50,000 vehicles. This shortfall in both auto deliveries and energy storage activity has sharpened investor focus on whether Tesla’s pivot toward AI, robotics, and higher-margin software can offset emerging signs...

In late March 2026, Global Industrial reported a past quarter with revenue rising 14.3% year on year, significantly ahead of analyst expectations but accompanied by a substantial miss on EBITDA estimates. Investors now also have fresh context from insider activity, as former senior executive Christopher Longhito recently exercised options and sold Global Industrial shares totaling US$385,013 across several transactions. Next, we will examine how this strong revenue outperformance, despite...

In recent months, Select Water Solutions reported a strong quarter that exceeded revenue expectations, capped a record year across key metrics, and surpassed one billion barrels of cumulative produced water recycled. A particularly important development was the very large revenue growth in its Water Infrastructure segment since 2021, highlighting how expanding recycling and pipeline networks are becoming a central part of the business model. We’ll now examine how this infrastructure-led...

Recent mixed signals around Eaton (ETN), including insider selling, contrasting analyst opinions, and a technically driven price move through resistance, have put the stock in focus for investors watching short term sentiment shifts. See our latest analysis for Eaton. Those mixed headlines have played out against a backdrop where Eaton’s 90 day share price return of 10.32% and 1 year total shareholder return of 48.28% point to momentum that has been strong rather than fading. If Eaton’s role...

Kodiak Sciences recently reported 2025 results showing a wider full-year net loss of US$229.97 million and disclosed that its auditor raised going concern doubts, even as the company filed an US$83.15 million shelf registration tied to an ESOP-related share offering. In parallel, Kodiak reported past positive Phase 3 GLOW2 data for its Zenkuda biologic in diabetic retinopathy and moved to accelerate a multi-indication Biologics License Application, highlighting a sharp contrast between its...

Arrowhead Pharmaceuticals (ARWR) shares are in focus after the company released two-year open-label extension data for plozasiran, showing large and durable triglyceride reductions with a consistent safety profile in patients with hypertriglyceridemia. See our latest analysis for Arrowhead Pharmaceuticals. The new plozasiran data arrived after a mixed stretch for Arrowhead's share price, with a 7 day share price return of 5.62% offsetting recent declines. Over the past year, the total...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

Kosmos Energy (KOS) has attracted attention after recent share price moves, with the stock up over the past month and past 3 months. That shift puts fresh focus on its deepwater oil and gas portfolio. See our latest analysis for Kosmos Energy. Beyond the recent rebound, Kosmos Energy’s 1 day share price return of 8.55% and 30 day share price return of 15.42% sit alongside a 1 year total shareholder return of 92.11%, contrasting with a 3 year total shareholder return decline of 61.63%. This...

In recent months, General Motors has paused production and temporarily laid off about 1,300 workers at its Factory Zero EV plant while simultaneously ramping up heavy-duty Silverado and Sierra truck output in Flint to a six-day schedule, responding to softer U.S. EV demand, strong gas-powered pickup demand, and evolving tariff and policy conditions. At the same time, GM has maintained leadership in overall U.S. auto sales and the No. 2 position in EVs, while growing high-margin subscription...