U.S. Telecom Services and Carriers Stock News

In recent months, Lumen Technologies upsized and expanded its senior notes to manage its debt load while also planning participation in several major investor conferences in early 2026. Alongside these liability management efforts, the company is emphasizing its extensive fiber network as a core asset for supplying secure, AI-ready connectivity to enterprise customers. Against this backdrop, we’ll explore how Lumen’s debt restructuring efforts could shape its investment narrative and future...

If you are wondering whether Colgate-Palmolive is fairly priced or leaving some value on the table, starting with how the market has treated the stock lately can give you useful clues. Colgate-Palmolive last closed at US$86.66, with returns of 2.5% over 7 days, 8.7% over 30 days, 11.5% year to date, 1.0% over 1 year, 30.0% over 3 years, and 25.1% over 5 years. These moves sit against a backdrop of ongoing interest in branded household and personal care products, as investors keep an eye on...

Why Uniti Group’s new bond deal matters for stock investors Uniti Group (UNIT) has just priced an upsized US$1.0b offering of 8.625% senior notes due 2032, doubling an earlier US$500m plan, with proceeds aimed at term loan repayment and general corporate uses. See our latest analysis for Uniti Group. The bond refinancing comes after Uniti’s dark fiber expansion announcement earlier in January and follows a recent 30 day share price return of 5.26% and 90 day share price return of 18.97%. This...

Pony AI is rolling out seventh generation robotaxis with over 20 redundant safety features across its fleet. The company plans to deploy 3,000 robotaxis by year end as it broadens PonyPilot operations into additional Chinese cities. These moves highlight fresh operational milestones in China's robotaxi space that go beyond routine financial updates. Pony AI, listed as NasdaqGS:PONY, is drawing attention as it pushes ahead with a larger robotaxi footprint and upgraded safety systems. The...

Recently, TD Cowen upgraded Fortinet after “solid checks” indicated stable demand for its cybersecurity offerings and potential upside in upcoming billings and revenue, while other brokers adjusted their views and highlighted both hardware margin risks and mixed near-term firewall and services trends. At the same time, distributor D&H announced a significant partnership to embed Fortinet’s full security suite into its Advanced Solutions+ ecosystem, potentially broadening Fortinet’s reach...

Ralph Lauren Corporate Foundation has partnered with University of Chicago Medicine to open a new cancer center in Chicago, the foundation’s first in the Midwest. The new center focuses on expanding cancer care access, with an emphasis on underserved communities in the region. Ralph Lauren has appointed Cesar Conde, a senior media executive, to its board of directors. Both developments link the company’s social impact agenda with changes in its leadership profile. Ralph Lauren, traded as...

DHT Holdings recently took delivery of the new Very Large Crude Carrier DHT Antelope, the first of four newbuildings scheduled for the first half of 2026, and agreed to sell the vessels DHT China and DHT Europe for about US$101.6 million to bolster its balance sheet. Together, these fleet moves suggest the company is actively reshaping its tanker portfolio, balancing modern capacity additions with asset sales intended to reinforce financial flexibility. We’ll explore how the new VLCC...

Context on Berkshire Hathaway’s recent performance Berkshire Hathaway (BRK.B) has seen mixed return figures, including a 1 day decline of 1.1% and a roughly 3.9% drop over the past month. This may prompt investors to reassess the stock’s recent moves. See our latest analysis for Berkshire Hathaway. Looking past the recent weakness, with a year-to-date share price return of a 3.6% decline and a 1-year total shareholder return of 3.4%, Berkshire Hathaway’s short-term momentum looks softer...

ManpowerGroup recently released its 2026 Global Talent Barometer and participated in the World Economic Forum Annual Meeting in Davos, where senior executives presented insights on workforce trends and AI adoption. The survey underscored a sharp rise in regular AI use among workers alongside growing fears of automation, limited training access, and widespread burnout, painting a complex picture of employee readiness and resilience. Next, we will examine how these findings on accelerating AI...

Revolution Medicines (NasdaqGS:RVMD) has attracted reported takeover interest from Merck, drawing fresh attention to the company and its pipeline. The interest surfaces as Revolution Medicines insiders, including General Counsel Jeff Cislini, have recently sold shares. Investors are weighing potential M&A activity alongside insider transactions and a sharply higher share price. Revolution Medicines enters this phase with strong recent share price moves, with the stock at $117.63 and up...

Camtek’s recent move and what is driving attention now Investor attention around Camtek (CAMT) has picked up ahead of its next earnings release, with current forecasts pointing to higher earnings per share and revenue compared with the same quarter a year ago. See our latest analysis for Camtek. Camtek’s recent 31.71% 1 month share price return and 19.15% 3 month share price return, with the stock now at $143.63, sit alongside a 42.56% 1 year total shareholder return and a very large 5 year...

Constellation Energy has completed its acquisition of Calpine, making it the largest electricity producer in the U.S. The company has signed 20 year nuclear power supply agreements with major tech companies, including Microsoft and Meta Platforms. A new federal policy now requires Big Tech to directly fund new power plants, reshaping how large power projects may be financed. Constellation Energy (NasdaqGS:CEG) now combines Calpine's natural gas and geothermal fleet with its existing nuclear...

If you are wondering whether Dycom Industries is still good value after a strong run, this breakdown will help you see how the current price stacks up against different valuation yardsticks. The stock recently closed at US$368.21, with a 7 day return of a 0.6% decline, a 30 day return of 5.9%, and a 1 year return of 90.9%. The 3 year return is very large and the 5 year return is also very large. Recent news around Dycom Industries has focused on its role as a key contractor in U.S...

If you are wondering whether Madrigal Pharmaceuticals at around US$480 a share is still priced attractively, you are not alone. This article focuses squarely on what that price might mean for value focused investors. The stock has had a mixed run, with a 46.4% return over 1 year and a very large 5 year gain, while shorter term moves have been weaker, including a 4.2% decline over 7 days, 19.8% over 30 days, and 19.1% year to date. Recent news coverage has centered on Madrigal's position in...

In January 2026, Full Truck Alliance Co. Ltd. announced a long-term shareholder return plan, committing to distribute at least 50% of its non-GAAP adjusted net income annually through dividends and share repurchases, including US$400 million earmarked for fiscal 2026. This move gives investors clearer visibility on how future earnings may be shared, highlighting management’s intent to align capital allocation with shareholder interests. Next, we’ll examine how this long-term commitment to...

Unity Software (NYSE:U) has integrated its In-App Purchasing SDK with Coda's merchant platform. The partnership is designed to let game developers set up secure global web stores from within the Unity workflow. The collaboration targets payment processing, fraud prevention, and compliance to simplify direct-to-consumer sales. For you as an investor, this move sits squarely in Unity's core role as a game development and monetization platform. By connecting Unity's in-app purchasing tools to...

In recent weeks, Progyny received a series of analyst upgrades after meetings with management highlighted strong demand for its fertility benefits platform, improved earnings visibility, and nearly complete client retention heading into 2026. Analysts also emphasized Progyny’s breadth of over 600 employer clients and the absence of any single customer contributing more than 5% of revenue, underlining the resilience of its business model. Next, we’ll examine how this combination of...

Global Payments’ Worldpay unit recently expanded its merchant services distribution through a new partnership with Regions Bank, making its payment technology and fraud tools available to businesses across roughly 1,250 branches and multiple U.S. regions, while the company also announced the planned departure of two senior executives in administrative and accounting roles. This combination of a broader Worldpay footprint and pending leadership changes in core administrative and accounting...

Why analyst sentiment has turned cautious Recent analyst commentary on Meritage Homes (MTH) has focused on concerns about near term profitability. Expected declines in quarterly earnings and revenue are weighing on sentiment ahead of the late January results. See our latest analysis for Meritage Homes. Despite a softer 1 day and 7 day share price return, Meritage Homes’ 30 day share price return of 7.78% and 5 year total shareholder return of 88.67% suggest longer term holders have still seen...

Institutional investor commentaries highlight shifting sentiment on Doximity (NYSE:DOCS) following its latest quarterly results and outlook. The stock has faced pressure after cautious company guidance and recent healthcare policy changes. Hedge fund ownership has modestly increased, pointing to continued institutional interest despite recent share price moves. Doximity continues to focus on physician engagement, telehealth, and workflow tools as it responds to a rapidly changing digital...

Novo Nordisk (NYSE:NVO) has launched the first FDA approved oral GLP-1 weight loss drug, a Wegovy pill, with very strong initial prescription uptake. The company has completed its acquisition of Akero Therapeutics, expanding its reach in metabolic disease treatments. Positive Phase 3 results from the CagriSema trial further reinforce its position in obesity and metabolic health. With shares at $62.26 and a 30 day return of 18.8%, Novo Nordisk is drawing fresh attention from investors...

If you are wondering whether Reddit's current share price lines up with its underlying value, you are not alone. This article is designed to walk you through that question step by step. Over the last year, Reddit's share price return sits at 20.0%, even though the stock has seen a 5.3% decline over the past week and a 3.1% decline over the last month, with a year to date return of a 9.5% decline from its recent levels around US$218.88. Recent coverage around Reddit has focused on its role as...

Immunocore Holdings (IMCR) is back in focus after management outlined 2026 priorities centered on commercial expansion for KIMMTRAK and advancement of key melanoma, early oncology, and HIV programs, alongside a higher consensus earnings estimate this month. See our latest analysis for Immunocore Holdings. The share price has been edging higher in recent weeks, with a 7 day share price return of 5.28% and a 90 day share price return of 4.93%. However, the 3 year total shareholder return has...

Recent analyst updates on HF Sinclair (DINO) have centered on reduced earnings estimates tied to weaker West Coast refining results and pressure in the Lubes segment, even as positive ratings and dividend-focused interest continue. See our latest analysis for HF Sinclair. After a weak patch in the refining complex, HF Sinclair’s recent 30 day share price return of 8.96% and 1 year total shareholder return of 46.64% suggest momentum has been rebuilding from earlier 90 day weakness and mixed...