U.S. Telecom Services and Carriers Stock News

NYSE:CDP
NYSE:CDPOffice REITs

How Strong 2025 Results, 2026 EPS Guidance, and a Major Defense Lease At COPT Defense (CDP) Have Changed Its Investment Story

COPT Defense Properties reported full-year 2025 results showing higher sales of US$714.18 million, revenue of US$763.92 million, and net income of US$152.32 million, and also issued new 2026 EPS guidance while announcing a nearly 11-year, 148,000-square-foot lease with a top 10 U.S. defense contractor at National Business Park. This combination of improved profitability, forward-looking earnings guidance, and a long-term lease that lifts its 882,000-square-foot development pipeline to 86%...
NYSE:IBM
NYSE:IBMIT

Do IBM’s New AI FlashSystems Reveal Innovation Depth or Marketing Emphasis in Its AI Story (IBM)?

In early February 2026, IBM unveiled a new generation of IBM FlashSystem storage co-run by agentic AI, featuring three new systems, FlashSystem.ai services, fifth-generation FlashCore Modules, and AI-driven ransomware detection designed to make storage operations more autonomous, efficient, and resilient. At the same time, fresh scrutiny of IBM’s artificial intelligence positioning and business model by a prominent short seller has intensified debate about whether these kinds of AI-infused...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

How Investors Are Reacting To Upbound Group (UPBD) Pushing Deeper Into Sub-Prime Lending With Brigit Acquisition

Upbound Group recently acquired Brigit, a payday lending subscription app focused on sub-prime consumers, adding a digital lending platform alongside its Rent-A-Center and Acima rent-to-own segments. This move extends Upbound’s reach further into sub-prime lending at a time when its leverage levels and business mix are already under investor scrutiny. We’ll now examine how the Brigit acquisition, and its deeper push into sub-prime digital lending, may reshape Upbound Group’s investment...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys Bets On AI And Ecosystem Strength With SimuTech Recognition

Synopsys recognized SimuTech Group as its 2025 Worldwide Channel Partner of the Year, highlighting performance across sales, support, and customer enablement. The company is expanding AI driven electronic design automation tools aimed at streamlining chip and system design workflows. Recent partnerships, including NVIDIA's investment and deeper integration with Ansys, reflect collaboration across hardware, software, and simulation. Synopsys (NasdaqGS:SNPS) operates at the center of chip...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian’s Profit Milestone Reframes Risks As R2 SUV And VW Deal Near

Rivian Automotive reported a positive gross profit in the fourth quarter, marking a key shift in its unit economics. The company is preparing for the launch of its R2 midsized SUV in 2026, targeting a broader mass market audience. Rivian advanced its technology joint venture with Volkswagen Group, triggering new funding phases tied to software and platform development. Rivian Automotive, NasdaqGS:RIVN, is drawing fresh attention after reaching positive gross profit in the fourth quarter, a...
NYSE:TXT
NYSE:TXTAerospace & Defense

What Textron (TXT)'s New Buyback and Level D Simulator Milestone Means For Shareholders

Textron Inc. announced in February 2026 that its Board authorized a new share repurchase program for up to 25,000,000 shares, with no expiration date, to offset dilution from stock-based compensation and for broader capital management uses. A Textron affiliate, TRU Simulation + Training, also secured FAA Level D certification for its Cessna Citation Ascend full flight simulator, underscoring the group’s push into higher-value aviation training solutions that can deepen its role across the...
NYSE:RGA
NYSE:RGAInsurance

How Stronger Earnings and a Larger Buyback Plan At Reinsurance Group of America (RGA) Has Changed Its Investment Story

In early February 2026, Reinsurance Group of America, Incorporated reported higher fourth-quarter and full-year 2025 revenue and net income, declared a regular US$0.93 per-share quarterly dividend, and outlined recent buybacks totaling US$125 million. On the same day, the company also authorized a new share repurchase program of up to US$500 million, signaling an increased focus on returning capital to shareholders alongside earnings growth. Next, we’ll examine how the stronger quarterly...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

How Does Concentrix’s (CNXC) New $600 Million Bond Shape Its Long-Term Risk Reward Balance?

In February 2026, Concentrix Corporation completed a US$600 million fixed-income offering, issuing 6.5% senior unsubordinated unsecured notes due March 1, 2029, priced at 99.966% of principal and featuring callable, unsecured terms. This sizable bond deal reshapes Concentrix’s funding mix and interest obligations, adding fresh liquidity while introducing new long-term commitments for investors to assess. We’ll now examine how issuing US$600 million in senior unsecured notes could influence...
NYSE:CVI
NYSE:CVIOil and Gas

CVR Energy’s US$1b Notes Reshape Leverage And Valuation Picture

CVR Energy (NYSE:CVI) has completed a $1 billion senior notes offering. The new notes include covenants, optional redemption terms, change of control protections, and asset sale provisions. The transaction affects CVR Energy's capital structure and financial flexibility. For investors watching NYSE:CVI, this $1 billion senior notes deal sits against a mixed share price backdrop. The stock closed at $22.52 and is down 6.9% over the past week and 3.3% over the past month, while showing a...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Is There Now An Opportunity In Microsoft (MSFT) After Recent Share Price Pullback?

If you are wondering whether Microsoft is still worth buying at its current price, or if the market has already priced in the story, this article focuses squarely on what you are getting for every US$ you invest. The stock last closed at US$396.86, with a 4.0% decline over 7 days, a 13.7% decline over 30 days, a 16.1% decline year to date, but a 2.4% gain over 1 year, 60.4% over 3 years and 76.9% over 5 years. These figures can influence how investors think about its risk and reward...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss-Wright (CW) Valuation Check After Strong Results Guidance And New Boeing Avionics Contract

Earnings, guidance, contract win and cash returns put Curtiss-Wright (CW) in focus Curtiss-Wright (CW) is back on investors radar after publishing fourth quarter and full year 2025 results, issuing 2026 earnings guidance, detailing share repurchases, affirming its dividend, and securing a multi year avionics contract with Boeing. See our latest analysis for Curtiss-Wright. The recent earnings release, fresh 2026 guidance, Boeing avionics contract and ongoing buybacks have come alongside firm...
NYSE:NE
NYSE:NEEnergy Services

Backlog Surge And New Aker BP Deal Could Be A Game Changer For Noble (NE)

Noble Corporation’s recent updates showed that it completed multiple share repurchase programs, reported fourth-quarter 2025 revenue of US$764.41 million and net income of US$86.64 million, and confirmed a US$0.50 per-share dividend for the first quarter of 2026. At the same time, Noble lifted its total contract backlog to US$7.50 billion on the back of US$1.30 billion in new awards since October 2025, including a three-year Aker BP deal in Norway with an estimated EBITDA potential of about...
NYSE:SXI
NYSE:SXIMachinery

Assessing Standex International (SXI) Valuation After Recent Share Price Momentum And Mixed Signals

Event context and recent performance Standex International (SXI) is back on investor radars after recent share price moves. The stock closed at US$258.03 and has shown mixed short term returns alongside stronger performance over the past 3 months and year. See our latest analysis for Standex International. Despite a recent pullback in the 1 day and 7 day share price returns, Standex International’s 30 day and year to date share price gains, together with a 36.87% 1 year total shareholder...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet Doubles Down On AI Infrastructure As Shares Trade Below Targets

Alphabet (NasdaqGS:GOOGL) has launched a large bond issuance to raise capital for AI and data center expansion. EU regulators approved Alphabet's planned US$32b acquisition of cloud security firm Wiz. Alphabet confirmed plans for a US$10b AI focused data center campus in Kansas City. For you as an investor, these moves sit at the heart of Alphabet's push in AI, cloud, and security. The company already generates most of its revenue from advertising and cloud related services, and large scale...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Is Jack Henry (JKHY) Quietly Redefining Its Capital Return Playbook With This Dividend Hike And Buyback?

In early February 2026, Jack Henry & Associates reported a new core-banking client win with Blue Sky Bank, a 6% quarterly dividend increase to US$0.61 per share payable on March 25, 2026, and progress on its long-running buyback after repurchasing 406,110 shares for US$63.14 million in late 2025. Together, these updates highlight how Jack Henry continues to invest in innovation to attract clients while also returning capital through higher dividends and sustained share repurchases. Next,...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Is Constellium’s 2025 Profit Surge Reshaping The Investment Case For Constellium (CSTM)?

Constellium SE recently reported its full-year 2025 results, with sales of US$8.45 billion versus US$7.34 billion a year earlier and net income rising to US$273 million from US$56 million. The sharp improvement in basic earnings per share from continuing operations, increasing from US$0.38 to US$1.95, highlights a substantial uplift in profitability and operational performance. With this earnings improvement as a backdrop, we will now examine how Constellium's stronger profitability...
NYSE:GEV
NYSE:GEVElectrical

How Investors Are Reacting To GE Vernova (GEV) Dividend Debut And Upgraded Long-Term Outlook

In recent weeks, GE Vernova’s board declared a US$0.50 per share quarterly dividend payable on April 14, 2026, and the company reported Q4 2025 results that exceeded expectations while lifting its long-term revenue and free cash flow outlook. At the same time, new analyst upgrades and fresh project activity in wind repowering and gas turbines highlight how GE Vernova is positioning across both conventional and renewable power markets. Now we’ll explore how the newly announced dividend...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

How FDA Relacorilant Setback and Legal Probes Will Impact Corcept Therapeutics (CORT) Investors

In late December 2025, Corcept Therapeutics received a Complete Response Letter from the U.S. FDA for its relacorilant NDA in hypertension secondary to hypercortisolism, with the agency requesting additional evidence of effectiveness and expressing concerns about the clinical program and study design. The setback has triggered multiple shareholder law firm investigations into potential securities law violations, raising fresh questions about Corcept’s regulatory communication, risk...
NasdaqGS:CMPS
NasdaqGS:CMPSBiotechs

Why COMPASS Pathways (CMPS) Is Up 21.3% After Phase 3 Psilocybin Win And $150M Equity Raise

Earlier this week, COMPASS Pathways plc reported highly statistically significant and clinically meaningful positive Phase 3 results for its psilocybin-based therapy COMP360 in treatment-resistant depression, alongside generally well-tolerated safety data and a request for an FDA meeting on a potential rolling submission. The company paired this clinical milestone with a US$150,000,000 follow-on equity offering, underlining how pivotal COMP360 has become to its future plans. We’ll now look...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines Links Maple Gold Stake To 2026 Exploration Plans

Agnico Eagle Mines (NYSE:AEM) has acquired shares in Maple Gold Mines as part of a recent deal. The company has also outlined an extensive exploration program scheduled to run through 2026. The program targets several core assets, with a focus on mine life, mineral reserves, and key pipeline projects. Agnico Eagle Mines, a major gold producer, is using its new position in Maple Gold Mines to widen its exposure to prospective projects while it works its existing portfolio harder. The 2026...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

How Investors May Respond To Halozyme Therapeutics (HALO) Revenue Growth And Impairment-Driven Quarterly Loss

In February 2026, Halozyme Therapeutics reported Q4 and full-year 2025 results showing revenue rising to US$451.77 million for the quarter and US$1.40 billion for the year, but a quarterly net loss of US$141.59 million driven in part by a US$48.70 million intangible asset impairment. Despite the earnings miss linked to acquisition-related costs and write-downs, Halozyme reaffirmed 2026 revenue guidance of US$1.71 billion to US$1.81 billion, underscoring management’s confidence in its...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Promethos Exit Tests Sprouts Farmers Market Expansion And Undervaluation Story

Promethos Capital has fully exited its position in Sprouts Farmers Market (NasdaqGS:SFM). The divestment removes one institutional shareholder at a time when the company is planning aggressive store expansion. Sprouts Farmers Market continues to focus on differentiated product offerings despite this shift in institutional ownership. Sprouts Farmers Market, traded as NasdaqGS:SFM, operates in the natural and organic grocery space, focusing on fresh and specialty products. The exit by...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Bitmine’s US$200m MrBeast Bet Meets Lofty Targets And Valuation Risks

Bitmine Immersion Technologies (NYSEAM:BMNR) has invested US$200 million in Beast Industries, the content company founded by YouTube creator MrBeast. The deal creates a partnership aimed at using MrBeast’s large audience to support Bitmine’s fintech expansion and platform integration. For you as an investor, this move points to Bitmine looking beyond its core immersion technology roots and into creator led distribution. Tapping into Beast Industries gives NYSEAM:BMNR a direct line to a...
NYSE:CVX
NYSE:CVXOil and Gas

Chevron’s Greece And Libya Deals Add Long Term Upstream Options

Chevron (NYSE:CVX) has agreed to enter four offshore exploration blocks in Greece through a consortium with HELLENiQ ENERGY. The Greek blocks focus on ultra deepwater hydrocarbon exploration and are awaiting parliamentary ratification. In parallel, Chevron has secured an onshore exploration block in Libya, expanding its access in North Africa. These new agreements extend Chevron’s upstream footprint across the Mediterranean and North African regions. For you as an investor, this move ties...