U.S. Telecom Services and Carriers Stock News

NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation Extends Engine Expertise Into AI And Data Center Power

FTAI Aviation launched its new FTAI Power platform, repurposing aircraft engines into turbines for data center power. The company entered multi year partnerships with Palantir to apply AI to its operations and with CFM International for long term component supply. These moves extend FTAI Aviation beyond aircraft leasing into AI related infrastructure and data center energy markets. For investors watching NasdaqGS:FTAI, this shift comes with the stock at a share price of $272.61 and very...
NYSE:FLUT
NYSE:FLUTHospitality

Assessing Flutter Entertainment’s Valuation As FanDuel Pushes New Super Bowl LX Betting Products

Super Bowl product push puts Flutter Entertainment (FLUT) in focus Flutter Entertainment (FLUT) is drawing attention as its FanDuel unit rolls out hundreds of Super Bowl LX betting markets and a new nationwide prediction product, with fourth quarter results approaching later in February. See our latest analysis for Flutter Entertainment. Despite the Super Bowl push and upcoming Q4 report, recent momentum has been weak, with a 30 day share price return showing a 29.15% decline and a 1 year...
NYSE:CMP
NYSE:CMPMetals and Mining

Is Compass Minerals (CMP) Pricing Fair After Recent Share Price Swings And Valuation Checks

If you are wondering whether Compass Minerals International at around US$21.75 is priced attractively or not, you are in the right place for a clear look at what the current share price might be implying about value. The stock has had a mixed run, with an 80.5% return over the last year, 9.5% year to date and shorter term moves of a 12.9% decline over 7 days and a 4.3% decline over 30 days, which can change how investors view both upside and risk. Recent news coverage around Compass Minerals...
NYSE:XPO
NYSE:XPOTransportation

A Look At XPO (XPO) Valuation After AI Driven Earnings Beat And Freight Recovery Signs

XPO (XPO) just released fourth quarter 2025 results that came in ahead of analyst expectations, with adjusted earnings and revenue supported by pricing, AI driven productivity gains, and tighter cost discipline. See our latest analysis for XPO. The earnings beat and focus on AI driven efficiency seem to be feeding directly into sentiment, with a 1 day share price return of 9.69% and a 30 day share price return of 38.77% taking XPO to US$203.61. A very large 3 year total shareholder return of...
NYSE:HPQ
NYSE:HPQTech

Did HP’s CEO Shake-Up and Reaffirmed 2026 Guidance Just Reframe HP’s (HPQ) Investment Narrative?

HP Inc. has undergone a leadership shake-up, with long-time CEO Enrique Lores stepping down on February 2, 2026, and board member Bruce Broussard, former Humana chief, taking over as interim CEO while the board launches a formal search for a permanent successor and updates company bylaws. Despite the abrupt transition, HP reaffirmed its first-quarter and full-year 2026 earnings guidance, signaling management’s intent to keep operational and financial plans on track during the CEO...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

Did ImmunityBio’s (IBRX) New Chemotherapy‑Free CAR‑NK Phase 2 Trial Just Redefine Its Investment Narrative?

ImmunityBio recently launched ResQ215B, a Phase 2 outpatient trial testing a chemotherapy-free, lymphodepletion-free combination of off-the-shelf CD19-targeted NK cells, ANKTIVA, and rituximab in patients with indolent B-cell non-Hodgkin lymphoma, including Waldenström’s Macroglobulinemia. This regimen builds on early Phase 1 data showing durable disease control without hospitalization or lymphodepleting chemotherapy, aiming to enhance immune-driven tumor clearance through IL-15...
NYSE:ES
NYSE:ESElectric Utilities

Is Eversource Energy (ES) Pricing Reflect Its Role In Grid Reliability And Energy Transition Projects

If you are wondering whether Eversource Energy is offering fair value right now, the key question is how its current share price compares with what the business could reasonably be worth. The stock last closed at US$67.36, with returns of 2.7% over the past 30 days, an 18.8% gain over the past year, and a 1% decline year to date. These moves may have influenced how the market views its risk and opportunity. Recent news around Eversource has focused on its role as a regulated utility, its...
NYSE:SWK
NYSE:SWKMachinery

Stanley Black & Decker (SWK) Is Up 13.6% After Margin Gains Offset Flat Sales In Q4 Results

In early February 2026, Stanley Black & Decker reported fourth-quarter 2025 results showing slightly lower sales of US$3,684.6 million and reduced quarterly net income of US$158.2 million, but higher full-year net income of US$401.9 million on essentially flat annual sales of US$15,130.4 million. The earnings release highlighted a clear improvement in operating margins and earnings per share, reflecting the impact of multi-year cost reductions, supply chain changes, and portfolio...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Is Up 7.4% After FDA Expands Yescarta Lymphoma Label Restrictions Removed

In early February 2026, Kite, a Gilead company, reported that the FDA approved an update to Yescarta’s prescribing information, removing prior use limitations in patients with relapsed or refractory primary central nervous system lymphoma based on Phase 1 data from Dana-Farber Cancer Institute. This change makes Yescarta the only CAR T-cell therapy for relapsed or refractory large B-cell lymphoma without such restrictions in PCNSL, addressing a cancer subset with a five-year survival rate of...
NYSE:VRT
NYSE:VRTElectrical

Assessing Vertiv Holdings Co (VRT) Valuation As AI Data Center Demand And Analyst Optimism Build

Vertiv Holdings Co (VRT) is back in focus after strong AI driven data center demand, rising organic orders, higher R&D plans around liquid cooling, and recent earnings optimism and analyst upgrades. See our latest analysis for Vertiv Holdings Co. The latest move to a US$195.58 share price, with a 1 day share price return of 10% and a 30 day share price return of 14.01%, sits alongside a 1 year total shareholder return of 61.36% and a very large 3 year total shareholder return. This suggests...
NYSE:RSI
NYSE:RSIHospitality

A Look At Rush Street Interactive (RSI) Valuation After Analyst Buy Ratings And Colombia Tax Update

Why Rush Street Interactive is back on investors’ radar Rush Street Interactive (RSI) has drawn fresh attention after multiple analysts reiterated positive views on the stock alongside new coverage, while investors weigh the earnings impact of Colombia’s updated tax framework on its international business. See our latest analysis for Rush Street Interactive. The recent run of reaffirmed Buy ratings and fresh coverage has arrived as RSI’s US$17.67 share price shows mixed momentum, with a 1 day...
NYSE:DINO
NYSE:DINOOil and Gas

A Look At HF Sinclair (DINO) Valuation After Recent Share Price Momentum

HF Sinclair stock snapshot after recent performance HF Sinclair (DINO) has caught investor attention after a recent stretch of positive returns, with the share price last closing at $58.59 and showing gains over the past week, month, and past 3 months. See our latest analysis for HF Sinclair. For HF Sinclair, the recent 1 month share price return of 21.61% and year to date share price return of 25.06% sit alongside a 1 year total shareholder return of 69.82%. This points to momentum that...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Assessing Walmart (WMT) Valuation As It Joins The US$1 Trillion Market Cap Club

Walmart (WMT) has just crossed the US$1t market cap line, a milestone shaped by its digital business, automation and AI efforts, advertising arm, and a broader omnichannel retail footprint. See our latest analysis for Walmart. That trillion dollar milestone has arrived after a strong run in the share price, with a 7 day share price return of 10.11% and a 90 day share price return of 27.87%, while the 1 year total shareholder return of 30.93% and 5 year total shareholder return of 191.55%...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group (SNEX) Valuation Check After Record Q1 Revenue Growth And Acquisition Contributions

StoneX Group (SNEX) just posted record first quarter net operating revenue and profits, with listed derivatives and precious metals trading, plus recent acquisitions such as R.J. O'Brien, playing a central role in the latest results. See our latest analysis for StoneX Group. Those record quarterly numbers have arrived alongside strong share price momentum, with a 1 month share price return of 16.95% and a 90 day gain of 35.33%. The 1 year total shareholder return of 49.88% and 5 year total...
NYSE:EGP
NYSE:EGPIndustrial REITs

EastGroup Properties Balances Growth, Leasing Strength And Rising Development Risks

EastGroup Properties (NYSE:EGP) reports strong quarterly and full year operational growth. The company records solid revenue and funds from operations, while keeping occupancy rates high. Leasing spreads remain healthy despite challenges in the development pipeline and permitting process. Management adds new leadership roles to pursue market opportunities and supports a cautiously optimistic view on future rent growth. EastGroup Properties, a focused industrial real estate owner and...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM) Valuation Check After GAAP Profitability, Revenue Outlook Upgrade And Fox Robotics Acquisition

Symbotic (SYM) just posted its fiscal first quarter results, reporting GAAP profitability of US$2.6 million on US$629.99 million in revenue. The company also issued a revenue outlook of US$650 million to US$670 million for next quarter. See our latest analysis for Symbotic. The latest earnings and revenue outlook have coincided with an 11.08% 1 day share price return and a 9.88% 7 day share price return, even though the 30 day and 90 day share price returns are both around a 14% decline. Over...
NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA) Is Up 28.8% After Strong 2026 Guidance And Heavy Buybacks - What's Changed

In early February 2026, DaVita Inc. reported fourth-quarter 2025 results with revenue rising to US$3,619.79 million while quarterly net income and earnings per share from continuing operations softened year on year, and full-year 2025 revenue increased to US$13.64 billion alongside lower annual net income. Alongside these results, DaVita completed large multi-year share repurchase programs totaling over US$7.20 billion and issued an upbeat 2026 earnings outlook that exceeded prior market...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel China CPU Crunch Highlights High Stakes AI Data Center Pivot

Intel (NasdaqGS:INTC) is facing major server CPU shortages in China, with delivery lead times reported at up to six months. The supply strain is tied to heavy AI infrastructure demand from Chinese customers. At the same time, Intel has hired Eric Demers as Chief GPU Architect to focus on data center GPUs. The company is positioning its GPU efforts to compete more directly with Nvidia and AMD in accelerated computing. For you as an investor, this combination of tight supply and new...
NYSE:CMG
NYSE:CMGHospitality

Will Flat 2026 Sales Outlook and Heavy Buybacks Change Chipotle Mexican Grill's (CMG) Narrative?

In early February 2026, Chipotle Mexican Grill reported fourth quarter and full-year 2025 results showing higher revenue and essentially flat net income year over year, while guiding investors to expect comparable restaurant sales to be about flat in 2026. At the same time, the company completed several share repurchase tranches totaling more than US$1.10 billion and accelerated its “Recipe for Growth” plan, leaning on menu innovation, technology and value-focused pricing amid four...
NYSE:PEN
NYSE:PENMedical Equipment

Penumbra Sale To Boston Scientific Recasts Growth Story For Investors

Penumbra (NYSE:PEN) is set to be acquired by Boston Scientific in a US$14.5b deal, following the release of strong quarterly results. The transaction, announced alongside Penumbra's recent earnings report, represents a major consolidation move in the medical device space. The combination brings together Penumbra's interventional therapies with Boston Scientific's broader medical technology portfolio. For you as an investor, this centers on a specialized medical device maker that focuses on...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Does NANO Nuclear Energy’s New Licensing Hire Reframe Regulatory Risk In Its Story For NNE?

NANO Nuclear Energy Inc. recently appointed Michael Montecalvo as Licensing Director, bringing over 30 years of experience across the U.S. Navy, commercial nuclear industry, and the U.S. Nuclear Regulatory Commission to lead its licensing strategy and regulatory engagement. By adding a licensing leader who has worked on both sides of the regulatory table, the company is strengthening a core capability for moving its advanced nuclear products toward key milestones. We’ll now examine how...
NYSE:SRE
NYSE:SREIntegrated Utilities

Assessing Sempra (SRE) Valuation After Earnings Beat And Ongoing Analyst Optimism

Sempra (SRE) is back in focus after its latest earnings topped analyst expectations, with Q3 2025 revenue of US$3.2b and adjusted EPS of US$1.11, even as the stock trails its sector. See our latest analysis for Sempra. The share price, now at US$87.36, has slipped over the last quarter with a 6.79% 90 day share price return, even as the 1 year total shareholder return of 10.05% signals steadier long term momentum supported by dividends. If this earnings beat has you looking at other parts of...
NYSE:WK
NYSE:WKSoftware

Will Workiva’s (WK) Ex-CFO Board Hires Quietly Reframe Its Capital Allocation Priorities?

Workiva Inc. recently announced the appointment of two veteran finance leaders, former Cisco and Autodesk CFO Scott Herren and former Workday Co-President and CFO Mark Peek, as independent directors, alongside the resignation of director David Mulcahy and the elevation of Suku Radia to Lead Independent Director. The addition of these seasoned former CFOs, each with extensive experience in large-scale software and technology businesses, could meaningfully influence Workiva’s board oversight...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Is Fastly (FSLY) Pricing Look Rational After Prolonged Share Price Declines

If you are wondering whether Fastly's current share price reflects its real worth, you are not alone. This article will walk through what the numbers actually say about the stock. Fastly's shares last closed at US$8.57, with returns of a 7.4% decline over 7 days, an 18.6% decline over 30 days, a 15.9% decline year to date, a 15.3% decline over 1 year, a 13.2% decline over 3 years and a 91.6% decline over 5 years. These moves may have changed how investors think about its potential and...