U.S. Telecom Services and Carriers Stock News

In recent weeks, Oric Pharmaceuticals has drawn increased attention as investors focused on its cancer resistance therapy pipeline, including Phase 1b candidates ORIC-114 and ORIC-944, and its collaborations with Pfizer, Bayer, and Johnson & Johnson. An interesting development is how this combination of early-stage assets and partnerships with large pharmaceutical companies is reshaping perceptions of Oric’s potential role in oncology drug development. Next, we’ll examine how this growing...

Earlier this week, Intel reported disappointing earnings and a weak near-term outlook, citing industry-wide semiconductor supply shortages expected to persist into 2026, which weighed on sentiment toward related chipmakers such as Power Integrations. The reaction to Intel’s update highlights how Power Integrations’ investment story can be influenced by broader sector supply constraints, even without company-specific news. We’ll now examine how concerns about prolonged semiconductor supply...

In January 2026, Vir Biotechnology reported new positive data from its ongoing Phase 2 SOLSTICE trial in chronic hepatitis delta, showing that combination therapy with tobevibart and elebsiran produced higher and sustained rates of undetectable hepatitis delta virus RNA through Week 96 compared with antibody monotherapy. The results, which will be featured at the 44th Annual J.P. Morgan Healthcare Conference, strengthen the clinical rationale for Vir’s planned ECLIPSE Phase 3 registrational...

Why Moelis (MC) is back in focus ahead of earnings Recent commentary around Moelis (MC) has centered on its history of beating earnings estimates and a currently positive Earnings ESP, with attention building ahead of its upcoming February 4, 2026, report. See our latest analysis for Moelis. Moelis shares trade at US$73.64 after a 4.25% one day share price decline and a softer 7 day move. However, the 3 year total shareholder return of 83.20% and 5 year total shareholder return of 100.33%...

Shareholder vote on redomiciliation puts Criteo stock in focus Criteo (NasdaqGS:CRTO) has called a general meeting for February 27, 2026, asking shareholders to vote on shifting its legal headquarters from France to Luxembourg, a move with potential regulatory, tax, and listing implications. See our latest analysis for Criteo. The upcoming redomiciliation vote lands at a time when Criteo's share price has been edging higher in the short term, with a 1 day share price return of 1.76% and a 7...

In January 2026, Dana Incorporated issued earnings guidance for 2025, projecting annual sales in the range of $7.30 billion to $7.70 billion. This new guidance gives investors a clearer view of Dana’s revenue expectations for the year, sharpening how its future prospects are assessed. Next, we’ll examine how Dana’s specified 2025 sales range shapes its investment narrative and what it could mean for forward expectations. The end of cancer? These 29 emerging AI stocks are developing tech that...

Carnival Corporation (NYSE:CCL) has expanded composting programs at its Isla Tropicale and Puerta Maya Cruise Center facilities. The company’s food waste reduction initiative, Less Left Over, has been shortlisted for the edie Awards. Carnival Corporation has supported community outreach programs, including water safety training in Vanuatu. Carnival Corporation, the cruise operator behind multiple global brands, is increasing its focus on sustainability and community engagement alongside its...

Lucid Group (NasdaqGS:LCID) is expanding its manufacturing operations in Saudi Arabia through a new phase of its facility development. The company is partnering with Rockwell Automation to upgrade and support production capabilities at the Saudi plant. The expansion is intended to increase production efficiency, support localization, and align with Saudi Arabia’s Vision 2030 goals. Saudi Arabia’s Public Investment Fund continues to back Lucid, reinforcing the company’s role in the country’s...

Why recent earnings optimism around Autoliv (ALV) is drawing attention Recent analyst commentary around Autoliv (ALV) centers on its history of exceeding earnings expectations and a positive Earnings ESP, which together are shaping sentiment ahead of the upcoming quarterly report. See our latest analysis for Autoliv. Autoliv’s share price has been firming, with a 30 day share price return of 5.46% and a 90 day share price return of 9.38%. Its 1 year total shareholder return of 27.20% suggests...

Public Storage recently moved into the spotlight ahead of its fiscal fourth-quarter 2025 earnings release, as analysts anticipated a marginal uptick in funds-from-operations per share despite softer industry conditions and higher operating costs. Investor attention has also been drawn to the REIT’s portfolio expansion, including about US$1.10 billions in acquisitions and development alongside successful lease-up of newer properties, which could influence expectations for its long-term...

Recent insider stock sales by top executives at Protagonist Therapeutics (PTGX), including the CEO, President, CMO, and CFO, have drawn fresh attention, especially with no recent insider buying reported. See our latest analysis for Protagonist Therapeutics. Those insider sales come after a huge multi year run, with the 1 year total shareholder return at about 120% and the 3 year total shareholder return more than 5x, even though the 30 day share price return shows a 6.4% pullback and the...

Why Remitly’s latest growth figures are getting fresh attention Recent commentary around Remitly Global (RELY) centers on its 25% year over year revenue growth and 35% send volume increase to US$19.5b, as well as growing interest in its profitability path and trading activity. See our latest analysis for Remitly Global. The latest 1-day share price return of 0.77% and 90-day share price return of 16.4% decline, against a 1-year total shareholder return of 38.44% decline and 3-year total...

Acuity Inc.’s Board of Directors recently approved a 17% increase in the quarterly dividend to US$0.20 per share, payable on February 13, 2026, to shareholders of record as of February 2, 2026. This higher payout underlines the company’s emphasis on returning cash to investors through regular income, complementing its industrial technology and intelligent building solutions focus. Next, we’ll examine how this dividend increase shapes Acuity’s investment narrative, particularly its appeal to...

Cohen & Steers, Inc. reported past fourth-quarter 2025 results, with revenue rising to US$143.8 million while net income and earnings per share from continuing operations declined year on year. Alongside the earnings, the firm highlighted continued positive investment flows, a strong institutional pipeline, and appointed Diana Shieh to lead and scale its private real estate asset management platform. Next, we examine how these developments, particularly the expanding institutional pipeline,...

TechnipFMC (FTI) is back in focus after the board approved a roughly US$2.00b share repurchase program and the company reported fresh subsea and iEPCI contract awards with bp, Eni, and Chevron. See our latest analysis for TechnipFMC. At a share price of US$54.26, TechnipFMC has seen a 21.52% 1 month share price return and a 33.91% 3 month share price return. Its 1 year total shareholder return of 73.89% and very large 5 year total shareholder return highlight momentum that recent contract...

In January 2026, a consortium led by Amentum won a framework contract worth up to US$207 million to provide program management and technical solutions for planning and developing up to two gigawatt-scale nuclear power plants in the Netherlands, while Amentum was also selected as program delivery partner for early Rolls-Royce SMR deployments in the UK and Czech Republic. Together, these projects highlight Amentum’s expanding role across both large conventional nuclear builds and emerging SMR...

Why Kerrisdale’s short report and the bank application matter for Affirm Kerrisdale Capital’s recent short report on Affirm Holdings (AFRM), paired with the company’s application to launch an FDIC insured industrial loan company, has put the stock’s credit profile and long term funding model squarely in focus. See our latest analysis for Affirm Holdings. Those headlines have landed against a choppy backdrop, with a 1 day share price return of 1.93% decline and a 30 day share price return of...

Why RH (RH) Is Back On Watch For Investors RH (RH) has recently drawn fresh attention after a sharp move in its share price, with the stock up around 23% over the past month and roughly 21% in the past 3 months. That price action stands in contrast to a total return decline of about 45% over the past year and weaker multi year returns. This has prompted investors to reassess how the company’s current fundamentals and valuation line up with expectations. See our latest analysis for RH. Even...

Earlier in January 2026, Skyward Specialty Insurance Group, Inc. expanded its E&S Property offering by adding Excess coverage aimed at technically complex, non-catastrophe property risks and layered programs. This move, aligned with the carrier’s “Rule Our Niche” focus and recent leadership changes in Inland Marine and Transactional E&S, underscores its effort to address areas where traditional insurance markets fall short. Next, we’ll examine how the added Excess E&S Property capacity...

What sparked the latest move in ServisFirst Bancshares (SFBS)? ServisFirst Bancshares (SFBS) shares moved sharply after fourth quarter 2025 earnings topped revenue and profit forecasts, with management pointing to loan growth, wider net interest margins, tighter costs, and a higher dividend. See our latest analysis for ServisFirst Bancshares. The recent earnings jump and dividend increase came after a period where the share price has been firming, with a 30 day share price return of 11.41%...

Altimmune recently received FDA Breakthrough Therapy Designation for its investigational drug pemvidutide after mid‑stage data showed significant MASH resolution, and the company plans a 52‑week late‑stage trial to test multiple doses. This designation could shorten regulatory timelines and enhance pemvidutide’s profile in the competitive MASH treatment landscape, potentially reshaping Altimmune’s long‑term product mix and risk profile. Next, we’ll examine how pemvidutide’s Breakthrough...

Sterling Infrastructure’s E-Infrastructure segment, which includes data center construction, has recently been highlighted as the key engine of the business, with commentary emphasizing its strong underlying fundamentals and connection to AI-related capacity needs. An interesting insight is that some analysts view data center and AI infrastructure demand as sufficiently durable to counter concerns about an AI spending bubble, placing this segment at the heart of Sterling Infrastructure’s...

EMBARK readout puts ELEVIDYS back in focus Sarepta Therapeutics (SRPT) is back on investor radars after the company scheduled a January 26 webcast to share 3 year topline functional outcomes from the EMBARK Phase 3 ELEVIDYS trial in Duchenne muscular dystrophy. See our latest analysis for Sarepta Therapeutics. At a share price of US$21.13, Sarepta’s recent performance has been weak, with a 30 day share price return of 4.5% decline and a 1 year total shareholder return of 81.9% loss. This...

Why the Savara (SVRA) story is back in focus The latest headline around Savara (SVRA) centers on a law firm investigation into potential fiduciary duty breaches, following a class action tied to the FDA’s refusal of the company’s MOLBREEVI Biologics License Application. See our latest analysis for Savara. The legal scrutiny arrives after a sharp reaction to the FDA’s MOLBREEVI decision. At the same time, the stock’s 90 day share price return of 37.44% and 1 year total shareholder return of...