U.S. Telecom Services and Carriers Stock News

Terns Pharmaceuticals (TERN) is back in focus after revising its agreement with Hansoh. The company has shifted to an exclusive, sublicensable, royalty-bearing, perpetual license for TERN-701 outside Greater China, alongside supportive interim Phase 1 data. See our latest analysis for Terns Pharmaceuticals. The agreement revision and positive interim Phase 1 data come after a sharp 90 day share price return of 102.42% and a very large 1 year total shareholder return. However, the 30 day share...

In the past week, Cardinal Health prepared to report earnings alongside other major companies, while markets also monitored key US labor data and a pending Federal Reserve leadership nomination. Attention on Cardinal Health has increased as its role in the healthcare supply chain and expectations for higher revenue highlight its negotiating strength in a tightly regulated market. Next, we will examine how anticipation of Cardinal Health’s upcoming earnings and healthcare supply chain...

Roper Technologies recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$2,058.6 million for the quarter and US$7.90 billion for the year, while net income edged lower and earnings per share from continuing operations softened versus 2024. Alongside these mixed figures, Roper completed a US$500 million buyback of 1,120,000 shares, underscoring management’s willingness to return capital even as it signaled a slower organic growth outlook, particularly at its...

TransDigm Group reported fiscal first-quarter 2026 results on February 3, 2026, with sales rising to US$2,285 million while net income and earnings per share declined year on year, and the company raised its fiscal 2026 guidance for net sales to US$9.85 billion–US$10.04 billion and earnings per share to US$32.47–US$34.39. Management also highlighted recent agreements to acquire Stellant Systems and Jet Parts Engineering with Victor Sierra Aviation for about US$3.20 billion, underscoring a...

General Mills (NYSE:GIS) has appointed Joan Bottarini, a senior finance leader from Hyatt Hotels, to its board of directors. The company has amended its corporate bylaws, including procedures for director nominations and shareholder proposals. These governance changes are designed to update how the board is formed and how shareholders can formally engage with the company. General Mills, trading at $45.62, has seen a 2.2% gain over the past week, while returns over 1, 3 and 5 years have been...

If you are wondering whether Trade Desk is starting to look interesting on price, you are not alone. This article focuses squarely on what you might be paying for each dollar of its business today. The stock recently closed at US$29.75, with returns of a 7.6% decline over 7 days, 21.0% decline over 30 days, 21.0% decline year to date and 73.8% decline over 1 year, as well as a 43.5% decline over 3 years and 65.6% decline over 5 years. These moves have played out alongside ongoing attention...

If you are wondering whether Merck's current share price reflects its true worth, this article walks through what the numbers are actually saying about the stock. Merck shares most recently closed at US$113.37, with returns of 5.6% over 7 days, 6.5% over 30 days, 6.5% year to date, 17.9% over 1 year, 19.4% over 3 years and 85.7% over 5 years. These figures may signal shifts in growth expectations or perceived risk. Recent news coverage has focused on Merck's product pipeline, regulatory...

Wondering if APA at around US$25.89 is offering good value right now, or if the easy money has already been made. The stock has returned 1.9% over the last 7 days, 2.1% over the last 30 days and year to date, with a 26.8% return over 1 year, 31.0% over 3 years and 67.0% over 5 years. Together, these figures give you a mixed picture of recent momentum and longer term swings in sentiment. Recent coverage around APA has focused on how investors are reassessing energy names in light of commodity...

Genspark has adopted Twilio Programmable Voice to power its AI driven "Call for Me" agent. The integration uses NYSE:TWLO infrastructure to handle phone call based tasks in multiple languages. The partnership focuses on large scale, multilingual AI workflows that span both personal and enterprise use cases. For Twilio, the Genspark partnership puts a spotlight on its core communications platform as a tool for AI agents that have to operate over real world voice networks, not just text...

Why Remitly Global (RELY) is on investor watchlists today Remitly Global (RELY) has been drawing attention after a mixed stretch in its share price, with a recent close of US$13.33 and a 1-day return of 0.8% and a 17.6% decline over the past 3 months. See our latest analysis for Remitly Global. At a share price of US$13.33, Remitly Global’s recent 1 day share price return of 0.83% sits alongside a 90 day share price decline of 17.61% and a 1 year total shareholder return decline of 44.09%...

Annaly Capital Management recently reported its full-year 2025 results, with net income rising to US$2.03 billion and basic earnings per share from continuing operations increasing to US$2.92 from US$1.62 a year earlier, alongside strong Q4 performance across agency MBS, residential credit, and mortgage servicing rights. An interesting angle for investors is management’s plan to shift more capital toward residential credit and mortgage servicing rights while maintaining conservative leverage...

MYR Group recently reported a strong third-quarter performance, with revenues rising year on year and key profitability metrics such as net income, consolidated gross profit, gross margin and EBITDA all improving versus analyst expectations. This combination of top-line growth and margin expansion highlights how the company is converting project activity into stronger underlying earnings quality. Next, we will examine how MYR Group’s better-than-expected revenue growth shapes the company’s...

DaVita (NYSE:DVA) has partnered with Elara Caring and Ares' Private Equity Group to develop kidney specific home based care models. The collaboration focuses on expanding in home services for patients with complex and acute kidney needs. The partners aim to reduce preventable hospitalizations by tailoring care to dialysis and kidney disease patients where they live. DaVita enters this partnership with Elara Caring at a time when its shares trade around $111.19 and recent performance has...

Capital Clean Energy Carriers Corp. recently declared a US$0.15 per-share cash dividend for the fourth quarter of 2025, payable on February 12, 2026, to shareholders of record as of February 3, 2026. This payout comes as the company undertakes a US$3.00 billion fleet investment program to become a pure-play carrier of LNG, LPG, ammonia, and liquid CO₂, underscoring its commitment to energy-transition cargoes backed by long-term charters. We will now examine how this US$3.00 billion...

Charles Schwab (NYSE:SCHW) announced a 19% increase in its quarterly dividend. The company is reshaping its leadership, combining wealth and banking under Neesha Hathi. Chief Information Officer Dennis Howard will lead a new technology, operations, and data division. These changes were announced alongside Schwab's recent focus on client engagement and operational scale. For investors watching NYSE:SCHW, the combination of a higher dividend and leadership changes comes with the stock trading...

First American Financial Corporation recently declared a quarterly cash dividend of US$0.55 per common share, payable on March 16, 2026 to shareholders of record as of March 9, 2026, and confirmed that long-serving director Martha Wyrsch retired from its board on January 21, 2026. At the same time, subsidiary ServiceMac surpassed one million mortgage loans serviced and is expanding its Sentry360 platform, underscoring how technology and scale are becoming increasingly important in mortgage...

Bristol-Myers Squibb (NYSE:BMY) agreed to acquire Orbital Therapeutics, adding RNA-based therapies for cancer and autoimmune diseases to its pipeline. Lupin launched a generic equivalent to Sprycel (dasatinib) in the US after receiving FDA approval. These developments affect BMY's future product mix and competitive pressures in key oncology franchises. Bristol-Myers Squibb is a large biopharmaceutical company focused on oncology, hematology, cardiovascular, and immunology treatments. The...

Why Packaging Corporation of America is on investors’ radar Packaging Corporation of America (PKG) has drawn fresh attention after recent share moves, with the stock closing at $223.72 and showing positive returns over the past month and past 3 months. For investors tracking established US industrials, the company’s mix of containerboard and paper operations, combined with its recent performance profile, raises practical questions about valuation, earnings power and where PKG might fit in a...

NIO (NYSE:NIO) reports passing 1,000,000 cumulative vehicle deliveries. The company expands its international presence by entering Poland as its 12th European market. NIO plans further rollout across Central and Eastern Europe, supported by local partnerships. NIO, an electric vehicle maker focused on premium models and related services, is now operating with a larger installed base of vehicles on the road after crossing 1,000,000 cumulative deliveries. For investors watching the EV sector,...

Casella Waste Systems recently reported year-on-year revenue growth and an earnings-per-share beat but missed adjusted operating income expectations and issued comparatively weaker full-year guidance. At the same time, institutional investors such as Baron Discovery Fund and ClearBridge Investments added Casella to their portfolios, highlighting its recurring revenue, acquisition-driven expansion, and concentration in less competitive rural markets. With recent results and new institutional...

Bank of America's CEO is taking part in high level policy talks with Coinbase leadership on stablecoin rewards legislation. The discussions are being mediated by the White House as it works through a standoff between major crypto firms and US banks. The outcome could influence how traditional banks and crypto platforms share or compete for customer rewards tied to stablecoins. For investors watching NYSE:BAC, this places a large US bank directly in the middle of an important policy...

In recent weeks, DLocal has expanded its emerging‑market payments platform with new products such as BNPL Fuse, tokenized alternative payment methods, stablecoin rails, and selective card-present capabilities, while deepening its presence across more than 40 markets. These product launches, combined with partnerships involving Western Union, Google, Bolt, Fireblocks, Grey, and Capitec, underline DLocal’s push to embed itself more deeply in global cross‑border payment flows. Next, we’ll...

Agilysys (AGYS) drew investor attention after raising its full year 2026 revenue outlook to US$318 million, alongside third quarter results that showed higher revenue and net income compared with the prior year period. See our latest analysis for Agilysys. Despite the upgraded revenue outlook and solid recent earnings updates, Agilysys’ share price has had a tougher run. It recorded a 7 day share price return of 21.4% and a 30 day share price return of 22.73%, while its 1 year total...

In recent days, Aflac has prepared to release its latest earnings while also disclosing a cybersecurity incident affecting data tied to about 22.65 million individuals. This combination of an earnings update and a large-scale cyber breach places Aflac’s operational resilience and risk management under close investor scrutiny. Next, we’ll explore how the looming earnings report alongside the large cybersecurity breach could shape Aflac’s broader investment narrative. Outshine the giants:...