U.S. Telecom Services and Carriers Stock News

If you are wondering whether Oracle is still a smart consideration at these levels, or if the easy gains are already behind it, you are in the right place to unpack what the current share price really implies. After climbing 10.7% over the last week and delivering a 155.1% return over three years, Oracle now trades around $197.49. This puts its 18.9% year-to-date gain and 16.4% 1-year return into sharper focus, despite a recent 1.4% dip over the past month. Investors have been reacting to...

Earlier this week, financial services firm Jefferies highlighted HubSpot as a key customer platform provider positioned for growth in 2026, arguing that market worries about Artificial Intelligence are already reflected in the valuation. The firm also pointed to AI-driven revenue acceleration and growing traction with larger customers as central to HubSpot's longer-term expansion potential and profitability outlook. We’ll now examine how Jefferies’ confidence in HubSpot’s AI-driven revenue...

W. P. Carey Inc. recently increased its quarterly cash dividend to $0.920 per share (US$3.68 annualized) and announced the upcoming departure of long-serving director Mark A. Alexander for health reasons, while also expanding its commercial real estate portfolio with the acquisition of a Life Time health club in Dublin, Ohio. Together, the dividend increase and ongoing property acquisitions highlight management’s current emphasis on sustaining shareholder income while continuing to grow...

General Mills (GIS) just delivered a quarter that cleared Wall Street’s bar, with management leaning on pricing tweaks and a refreshed product lineup to offset softer sales trends and heavier promotions. See our latest analysis for General Mills. Even with the latest earnings beat and an ongoing buyback program helping sentiment, the share price is still down sharply on a year to date basis. The weak three year and five year total shareholder returns suggest momentum has been fading rather...

SLB (SLB) just landed a five year contract with Aramco to deliver advanced stimulation, well intervention, frac automation, and digital solutions across Saudi Arabia’s unconventional gas fields, deepening its role in the Kingdom’s gas expansion plans. See our latest analysis for SLB. The Aramco win caps a busy stretch for SLB, coming shortly after its digital collaboration with Shell and an ESOP related share offering. It seems to be nudging sentiment back onside, even though the 1 year total...

Earlier in December, Freeport-McMoRan’s board declared a US$0.15 per-share cash dividend for payment in February 2026, while the company continued to manage a prolonged suspension at its Grasberg mine following a fatal incident and a series of related class action lawsuits over alleged safety and disclosure failures. At the same time, record-high copper prices and strong output from Morenci and Cerro Verde are helping support Freeport-McMoRan’s cash generation and its performance-based...

Many investors are asking whether Allstate at around $209 a share is still a smart buy or if most of the upside is already priced in. This article unpacks that question in detail. Despite a relatively flat 7 day move and a modest 1.6% dip over the last month, Allstate is still up 8.9% year to date and 118.6% over 5 years. This indicates that long term holders have been rewarded even if short term action looks quieter. Recently, the stock has been in focus as investors reassess large US...

Recent remarks from a senior research analyst have pushed Dave (DAVE) back into the spotlight, as its short term lending model and steady growth trends draw fresh attention from investors watching consumer finance. See our latest analysis for Dave. That upbeat commentary is landing just as momentum is heating up, with a 1 week share price return of 16.12 percent and a year to date share price gain of 164.96 percent. This reinforces a three year total shareholder return of 2555.73 percent that...

AerCap Holdings (NYSE:AER) has just delivered the first of ten Airbus A321neo jets to Thai Airways, kicking off a multiyear delivery stream through 2028 that reinforces AerCap’s role as a key lessor partner. See our latest analysis for AerCap Holdings. That steady operational progress is showing up in the market, with AerCap’s share price at $145.24 after a strong year to date and a robust one year total shareholder return that suggests momentum is still building rather than fading. If this...

Powell Industries (POWL) just delivered record profits and a fiscal 2025 earnings report that cleared Wall Street expectations by a wide margin. That upside surprise is reshaping how investors are valuing the stock. See our latest analysis for Powell Industries. The latest beat comes on top of a powerful run, with the share price at $336.17 after a year-to-date share price return of nearly 47 percent and a three-year total shareholder return above 900 percent, signalling momentum that...

Flex (FLEX) has quietly turned into one of the market’s steadier compounders, with the stock up roughly 64% this year and about 3x over the past 3 years. See our latest analysis for Flex. The stock’s 30 day share price return of 11.59 percent on a last close of 63.55 dollars builds on strong year to date momentum. Flex’s three year total shareholder return above 300 percent shows this has been a sustained, rerating story rather than a quick trade. Given that kind of run, it can be worth...

BioCryst Pharmaceuticals previously announced that the FDA approved its New Drug Application for an oral pellet formulation of once-daily ORLADEYO (berotralstat) as the first targeted oral prophylactic therapy for hereditary angioedema in children aged 2 to under 12 years in the U.S. This pediatric-friendly oral option addresses a long-standing gap where younger hereditary angioedema patients relied solely on intravenous or subcutaneous treatments, potentially easing daily treatment burden...

Republic Services (RSG) has been treading water lately, with the stock roughly flat over the past month and down about 6% in the past 3 months, despite steady earnings growth. See our latest analysis for Republic Services. Over the past year, Republic Services has quietly delivered a mid single digit total shareholder return while its 3 year and 5 year total shareholder returns of roughly 71% and 138% suggest longer term momentum remains firmly intact, even as near term share price returns...

Performance Food Group has announced a leadership succession in which long-time Chairman and CEO George Holm will step down as CEO to become Executive Chair, while current President and COO Scott McPherson will take over as CEO and join the board, with the transition effective January 1, 2026. This handover elevates an executive with deep experience across Performance Food Group’s core segments and prior CEO credentials, while keeping Holm closely involved in acquisitions and overall...

Galaxy Digital (GLXY) has had a choppy few months, with the stock up sharply year to date but giving back ground over the past 3 months, and that mix is exactly what makes it interesting now. See our latest analysis for Galaxy Digital. At today’s $24.43 share price, Galaxy’s strong year to date share price return contrasts with a weak 90 day stretch, while its multi year total shareholder returns still point to powerful long term momentum. If Galaxy’s move has you thinking about where capital...

Peabody Energy has outlined a long-term leadership transition, keeping President and CEO James C. Grech in place until May 15, 2028, before moving him into an advisory role through 2030 as the board conducts an active search for his successor. This extended handover, pairing continuity in the C-suite with a clear succession framework, gives investors unusual visibility into Peabody’s governance and planning horizon. With a defined CEO transition stretching to 2028, we’ll now examine how this...

Compañía de Minas Buenaventura S.A.A. recently reported that its San Gabriel gold project in Moquegua produced its first dore bar during commissioning, in line with the planned schedule and ahead of securing final approvals for full-scale operations. This commissioning milestone is important because San Gabriel is intended to replace output from aging mines and underpin the company’s longer-term production profile. We’ll now examine how San Gabriel’s successful first dore bar and impending...

GameStop (GME) just delivered another swing in a stock that rarely sits still, and investors are again asking whether the latest move reflects fundamentals or simply shifting market sentiment. See our latest analysis for GameStop. Zooming out, the latest move slots into a choppy stretch where the 30 day share price return is modestly positive, but the year to date share price return and one year total shareholder return remain sharply negative. This comes even after a strong five year total...

In December 2025, Google Cloud and Palo Alto Networks expanded their partnership to integrate Prisma AIRS across Google’s AI services, including Vertex AI and Agent Engine, and entered a new multibillion-dollar agreement to migrate Palo Alto’s internal security platforms onto Google Cloud’s infrastructure. This deeper alignment aims to build security into every layer of hybrid multicloud AI development, positioning Palo Alto Networks as a core provider of end-to-end protection for...

Nutanix (NTNX) has quietly slipped over the past month, even as its longer term three year return still looks strong. With shares now well below recent highs, investors are rechecking the growth story. See our latest analysis for Nutanix. Over the past year, Nutanix has shifted from a hot momentum story to a consolidation phase, with a 1 year total shareholder return of minus 19 percent. At the same time, the 3 year total shareholder return of just over 100 percent still reflects a strong...

Recent Stock Performance and Context Lumentum Holdings (LITE) has quietly staged a strong rebound, with the stock up about 2 % on the day, roughly 24 % over the past week, and more than 32 % this month. See our latest analysis for Lumentum Holdings. Zooming out, Lumentum’s momentum has clearly accelerated, with a 90 day share price return of roughly 149 % and a year to date share price gain of about 363 %, while multi year total shareholder returns point to a powerful longer term rerating...

Fidelity National Information Services has agreed to pay US$210 million to settle a long‑running investor lawsuit over alleged misstatements tied to its 2019 Worldpay acquisition, with the deal pending court approval and no admission of wrongdoing. The settlement caps years of Worldpay-related controversy following leadership changes and the sale of a majority stake in the business in 2023, potentially clearing a governance overhang as new investigations into board conduct emerge. With FIS...

On December 11, 2025, Abercrombie & Fitch promoted Robert J. Ball from Senior Vice President and Chief Financial Officer to Executive Vice President and Chief Financial Officer, alongside raising its annual profit forecast after strong third-quarter results driven by resilient demand, particularly at Hollister. This combination of upgraded guidance, leadership continuity in the finance function, and momentum at Hollister underscores how operational execution and governance decisions are...

In December 2025, Five9, Inc. announced that Amit Mathradas will become Chief Executive Officer and join the board on February 2, 2026, bringing extensive experience from AI-focused Nintex and tax automation provider Avalara, as well as prior leadership roles at PayPal, Web.com, and Dell. His background building AI-centric, agentic platforms and scaling enterprise software businesses positions him to influence how Five9 competes in AI-powered contact center solutions and partner-led...