U.S. Telecom Services and Carriers Stock News

Recently, JFrog was caught up in a broad software-sector sell-off as investors reacted to concerns that new AI automation tools, including Anthropic’s legal-focused offerings, could disrupt established software business models. At the same time, Baron Discovery Fund initiated a position in JFrog, underscoring the company’s role in software supply chain management for thousands of enterprises, including a large share of Fortune 100 customers. Next, we’ll examine how AI disruption fears,...

Soleno Therapeutics recently highlighted what it called a transformational 2025 for VYKAT XR, pointing to strong preliminary revenue and plans to release full financial results in late February. The company is also preparing for a series of investor conferences beginning 12 February, which could further spotlight its rare disease portfolio, including Diazoxide Choline Extended-Release tablets in Phase III trials for Prader-Willi Syndrome. We’ll now examine how enthusiasm around VYKAT XR’s...

Marvell Technology recently completed its US$3.25 billion acquisition of Celestial AI, bringing advanced Photonic Fabric optical interconnect technology into its data center portfolio and integrating the business into Marvell’s Data Center Group. This deal, alongside Marvell’s growing role in custom AI processors for major cloud providers, reinforces the company’s position at the core of next‑generation AI and cloud infrastructure build‑outs. We’ll now explore how the Celestial AI...

Qorvo (QRVO) is back on watch lists after recent share price swings, with the stock up over the past week but down over the past month and past 3 months. See our latest analysis for Qorvo. The recent rebound, including a 1 day share price return of 2.73% and 7 day share price return of 3.64%, comes after a softer 30 day share price return of 8.14% and a modest 1 year total shareholder return of 2.61%. This suggests near term momentum is picking up while longer term performance remains...

nLIGHT (LASR) is back in focus after a busy run of events, from a pre-announced Q4 revenue beat in aerospace and defense to a completed US$175.0 million follow on equity offering and fresh analyst upgrades. See our latest analysis for nLIGHT. Despite the follow on offering pricing at US$44.00 per share and the latest close at US$43.86, nLIGHT’s 30 day share price return of 15.15% and 90 day gain of 47.23% suggest momentum has been building. At the same time, the 1 year total shareholder...

Badger Meter, NYSE:BMI, secured the PRASA AMI project in Puerto Rico, expanding its smart water footprint into a key international market. The company completed the integration of SmartCover into its BlueEdge smart water management platform, broadening its digital monitoring capabilities. These moves reflect progress in smart water infrastructure projects beyond regular earnings updates. Badger Meter enters this news cycle with its shares at $146.31 and a mixed recent track record,...

In recent weeks, Morgan Stanley completed a series of fixed-income offerings, including US$4.00 billion in fixed-to-floating rate notes due 2037 and several fixed-rate senior and unsecured notes maturing between 2029 and 2036, alongside reporting strong fourth-quarter 2025 results led by a rebound in investment banking and growth in wealth management. Together, this mix of fresh funding, stronger debt underwriting activity and record wealth management profitability has reinforced how Morgan...

Why PepsiCo (PEP) is on investors’ radar today PepsiCo (PEP) continues to sit in the spotlight for investors watching large consumer staples names, as its recent share performance and current valuation metrics invite closer comparison with its earnings and cash generation profile. See our latest analysis for PepsiCo. At a share price of $166.18, PepsiCo’s recent 30 day share price return of 18.77% and year to date share price return of 16.84% point to building momentum. Its 1 year total...

If you are wondering whether Okta's current share price lines up with its underlying worth, you are not alone. This article is aimed squarely at unpacking that question. Okta's share price closed at US$83.42, with returns of an 8.1% decline over the last 7 days, a 4.9% decline over 30 days, a 0.3% decline year to date, a 14.4% decline over 1 year, a 9.9% decline over 3 years, and a 70.9% decline over 5 years. These movements raise questions about how the market is currently weighing growth...

If you are wondering whether Intuit's share price still reflects its long term potential or has moved out of line with fundamentals, this breakdown is designed to help you frame that question clearly. After reaching a recent close of US$445.64, the stock has seen a 17.3% decline over the last 7 days and a 29.7% decline over the last 30 days, with year to date and 1 year returns of 29.2% and 23.7% declines, and 3 year and 5 year returns of 7.8% and 15.8% respectively. These moves sit against...

Corning stock snapshot after recent performance moves Corning (GLW) has drawn attention after a recent share move, with a 2.7% decline over the past day contrasting with gains of 5.2% over the past week and about 24% over the past month. See our latest analysis for Corning. That short term pullback comes after a strong run, with the share price showing solid upward momentum over recent months and a very large five year total shareholder return of around 3.4x. If Corning’s move has you...

KKR Real Estate Finance Trust (KREF) closed out FY 2025 with fourth quarter total revenue of US$11.0 million and basic EPS of US$0.49 loss, while the trailing twelve months show total revenue of US$15.8 million and basic EPS of US$1.05 loss. Over recent periods, the company has seen quarterly revenue swing between US$35.2 million in Q4 2024 and US$11.0 million in Q4 2025, with basic EPS moving from US$0.21 in Q4 2024 to US$0.49 loss in Q4 2025, alongside trailing twelve month basic EPS...

Why Ares Management Is Back in Focus Ares Management (ARES) is drawing fresh attention after a double hit: a double digit share drop tied to concerns about AI risk in software focused credit portfolios and heightened interest before its upcoming quarterly earnings report. See our latest analysis for Ares Management. That sell off around AI related credit worries comes after a weaker patch for the shares more broadly, with a 30 day share price return of a 20.24% decline and a year to date...

In early 2026, Commercial Metals Company was named to Corporate Knights’ Global 100 Most Sustainable Corporations and the Clean200, while director Dennis V. Arriola increased his direct shareholdings through an open-market purchase. These sustainability accolades, combined with insider buying, highlight a growing environmental profile that may broaden the company’s appeal among ESG-oriented investors. We’ll now examine how this combination of sustainability recognition and insider share...

Keurig Dr Pepper (KDP) is back on watch for investors, with the beverage group’s recent share performance putting its fundamentals under the microscope rather than any single headline event or short term catalyst. See our latest analysis for Keurig Dr Pepper. Recent trading has been constructive, with a 1 day share price return of 1.72% at US$28.45 and a 7 day share price return of 6.51%. The 1 year total shareholder return of 5.74% and 3 year total shareholder return of 11.32% indicate that...

Reports indicate that Chubb is exploring a potential acquisition of American International Group (NYSE:AIG). The discussions center on a large scale transaction that could reshape parts of the global insurance sector. The situation is developing, and no formal agreement or timeline has been announced. American International Group, trading at around $76.37, is at the center of an event that could matter for anyone exposed to the insurance sector. The stock is up 4.1% over the past week and...

Smurfit Westrock (SW) is back in focus after its Board approved a quarterly dividend of $0.4523 per share, a cash return that can matter for anyone weighing income potential alongside exposure to the packaging sector. See our latest analysis for Smurfit Westrock. The dividend decision comes at a time when momentum in the shares has picked up, with an 8.53% 1 day share price return and a 24.27% 90 day share price return, while the 1 year total shareholder return of a 15.33% decline contrasts...

Hasbro (HAS) is back in the spotlight after securing fresh licensing deals tied to Amazon MGM Studios’ live-action Voltron film and Legendary Entertainment’s upcoming Street Fighter movie, bringing its content-linked merchandise strategy to the forefront. See our latest analysis for Hasbro. The fresh licensing announcements come after a period of strong market interest, with Hasbro’s share price at $96.59 and a 90-day share price return of 26.08%, while its 1-year total shareholder return of...

Event driven interest in Chefs' Warehouse Benchmark’s updated outlook on Chefs' Warehouse (CHEF), paired with the Italco Food Products acquisition and growth in the Middle East, has put the distributor’s expansion story back in focus for investors. See our latest analysis for Chefs' Warehouse. Chefs' Warehouse shares trade at US$63.60 after a 4.21% 1 month share price return and a 15.38% 1 year total shareholder return, suggesting recent news around acquisitions and Middle East growth has...

What recent returns say about Autodesk (ADSK) Autodesk (ADSK) has drawn fresh attention after a stretch of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. In this context, investors are weighing the company’s reported US$6.9b in revenue and US$1.1b in net income, along with its current value score of 3, to assess how the recent pullback lines up with its fundamentals. See our latest analysis for...

In January 2026, Surf Air Mobility Inc. announced it had partnered with the Hawaii Department of Transportation and BETA Technologies on a joint application to the federal Electric Vertical Takeoff and Landing Integration Pilot Program, aiming to integrate BETA’s ALIA electric aircraft into Hawaii’s short-haul air network via Mokulele Airlines’ operations. An interesting angle is how Mokulele’s high-frequency, ultra-short interisland routes and existing maintenance and safety infrastructure...

Why LuxExperience B.V (LUXE) is in focus ahead of earnings LuxExperience B.V (LUXE) is drawing attention as it heads into its February 10 earnings release, with the market weighing expectations of higher revenue against projections for a year over year earnings decline. Over the past month, analysts have cut their consensus EPS estimate by about 50%, pointing to more cautious sentiment on profitability even as the business is expected to report stronger top line figures for the December 2025...

Intapp (INTA) has just posted Q2 2026 results with revenue of US$140.2 million and a basic EPS loss of US$0.07, while trailing twelve month figures show revenue of US$543.3 million and a basic EPS loss of US$0.29. The company has seen quarterly revenue move from US$121.2 million in Q2 2025 to US$140.2 million in Q2 2026, alongside quarterly basic EPS losses ranging from US$0.13 to US$0.01 over that period. This frames how investors may weigh a still loss-making profile against expectations...

International Paper recently reported fourth-quarter and full-year 2025 results showing sales rising to US$6,006 million for the quarter and US$23.63 billion for the year, while posting net losses of US$2,384 million and US$3,516 million respectively. At the same time, the company is overhauling its portfolio by selling its Global Cellulose Fibers business for US$1.5 billion and planning to split its packaging operations into two regional, publicly traded companies. Next, we’ll look at how...