U.S. Telecom Services and Carriers Stock News

Multiple major brokerages have recently upgraded NasdaqGS:AMAT, pointing to a sharp pickup in semiconductor capital spending tied to AI. Analysts highlight wafer fabrication equipment as a key focus area, with Applied Materials seen as a key supplier to this part of the industry. Chipmakers such as TSMC and Intel are increasing capital expenditures, which is expected to feed into demand for Applied Materials’ tools and services. The wave of upgrades from firms including Mizuho and Deutsche...

If you are wondering whether Intellia Therapeutics at around US$14.83 is a bargain or a value trap, you are not alone. The stock has returned 15.6% over the last 7 days, 57.1% over the past month, 61.0% year to date, yet longer term holders have seen a 48.2% 1 year return alongside 65.1% and 79.0% declines over 3 and 5 years respectively. These sharp swings have come as Intellia Therapeutics stays in focus as a gene editing company in the biotech space. In this area, sentiment can shift...

Sanmina (SANM) has kicked off Q1 2026 with revenue of about US$3.2b and basic EPS of US$0.91, setting the tone for how its earnings story is shaping up this year. The company has seen quarterly revenue move from US$2,006.3m in Q1 2025 to US$3,189.7m in Q1 2026, while basic EPS shifted from US$1.20 to US$0.91 over the same period. Trailing 12 month EPS now sits at US$4.27 on revenue of US$9.3b. With trailing net margins thinner than last year and a large one off loss still in the rear-view...

Agnico Eagle Mines (NYSE:AEM) has sold its remaining 55% interest in the Barsele project to Goldsky Resources Corp. The company retains a royalty and equity stake in Goldsky as part of its broader portfolio optimization approach. The transaction refines Agnico Eagle Mines' project pipeline and reallocates attention toward its core assets. Agnico Eagle Mines, a major gold producer listed on the NYSE under ticker AEM, operates in a sector that has seen ongoing attention on capital discipline...

Goldman Sachs Group (GS) is back in focus after CEO David Solomon described the economic backdrop as constructive, highlighting supportive U.S. fiscal policies, potential strength in 2026 M&A and capital markets activity, and renewed focus on core businesses. See our latest analysis for Goldman Sachs Group. At a share price of US$929.72, Goldman Sachs has cooled slightly in the very short term, with a 1 day share price return of 0.23% decline and a 7 day share price return of 1.45% decline...

If you are wondering whether Mosaic's current share price lines up with its underlying worth, you are not alone. That is exactly what this article will help you unpack. Recently, the stock has seen a 5.2% return over the last 7 days, 17.0% over the last 30 days, 13.7% year to date, 4.1% over the last year, while the 3 year return sits at a 37.4% decline and the 5 year return at 15.8%, which may have changed how investors view both its potential and its risks. These moves have come alongside...

MicroVision (NasdaqGM:MVIS) has agreed to acquire key assets from Luminar Technologies through a Section 363 bankruptcy sale process. The package includes intellectual property, critical inventory, engineering staff, and existing commercial contracts, subject to bankruptcy court approval. The transaction is tied to Luminar's ongoing bankruptcy proceedings and remains contingent on court and procedural milestones. MicroVision focuses on lidar sensors and advanced perception solutions for...

WEC Energy Group (WEC) just paired a boardroom transition with a higher cash return to investors, as longtime chairman Gale Klppa prepares to retire and the company lifts its quarterly dividend payout. See our latest analysis for WEC Energy Group. At a share price of US$110.35, WEC Energy Group has recently seen a 4.6% 1 month share price return. Its 1 year total shareholder return of 15.35% and 5 year total shareholder return of 48.57% point to steady compounding, suggesting momentum that...

ReNew Energy Global (NasdaqGS:RNW) has drawn investor attention after raising US$600 million through 6.5% senior secured green bonds. The proceeds are earmarked to redeem higher coupon 2026 debt and extend its maturity profile. See our latest analysis for ReNew Energy Global. The refinancing news lands after a mixed run for the stock, with a 7 day share price return of 5.06% and a 30 day gain of 2.00% at US$5.61. However, a 90 day share price return of 26.38% decline and a 1 year total...

Wayfair (W) has drawn fresh attention after recent gains, with the stock up about 9% over the past month and roughly 7% over the past 3 months. This has prompted investors to reassess its valuation. See our latest analysis for Wayfair. While the recent 30-day share price return of 8.7% and 90-day share price return of 7.3% suggest momentum is building again, the 1-year total shareholder return of 126.3% and 3-year total shareholder return of 83.7% show the bigger move has already taken place...

Arista Networks (NYSE:ANET) is in focus as AI data center upgrades accelerate, with hyperscalers refreshing network gear for higher bandwidth. Microsoft’s move to Ethernet based AI chips and the industry shift toward 800G and 1.6T Ethernet point to heavier demand for high speed switching and routing. Arista is viewed as a key supplier for these open Ethernet deployments, tying its prospects more closely to AI infrastructure build outs rather than traditional GPU spending. For investors...

Why Martin Marietta Materials is on investors’ radar today Martin Marietta Materials (MLM) has attracted fresh attention after recent share price moves, with the stock showing mixed returns over the past week, month and past 3 months relative to its longer term record. See our latest analysis for Martin Marietta Materials. At a share price of $649.25, Martin Marietta Materials has seen a 5.24% 90 day share price return, while its 1 year total shareholder return of 20.44% and 3 year total...

Mobileye Global (NasdaqGS:MBLY) has introduced a new "fast slow" AI system that splits safety critical driving tasks from non safety tasks, with the latter handled in the cloud for its robotaxi platform. The company is targeting removal of safety drivers by 2026 in its partnership with Volkswagen, using this AI architecture to support cost efficient and scalable operations. Mobileye has also acquired Menti Robotics, marking its entry into humanoid robotics and extending its AI and simulation...

CACI International (CACI) just secured a five year U.S. Army task order worth up to $250 million to support spectrum dominance technology, putting its electronic warfare capabilities and recent operating performance in clearer focus for investors. See our latest analysis for CACI International. The new Army spectrum dominance award comes shortly after CACI International’s recent quarterly results and guidance update. The share price has responded, with a 30 day share price return of 18.68%...

Rambus (RMBS) is seeing business momentum pick up as demand for memory and AI focused chips climbs, supported by new DDR5 and AI accelerator products for data centers and broadly positive analyst coverage. See our latest analysis for Rambus. Recent trading has reflected this AI driven story, with a 22.95% 1 month share price return and a 16.55% year to date share price return contributing to a 92.43% 1 year total shareholder return. If Rambus's AI and data center exposure has caught your eye,...

Fifth Third Bancorp (FITB) is back in focus after fourth quarter results met revenue expectations, supported by higher net interest income, steady loan growth, expanding commercial payments and a new US$1b fixed income offering. See our latest analysis for Fifth Third Bancorp. The recent earnings release, leadership changes in the Credit organization, upcoming participation in a major financial services conference and the new US$1b fixed income issue have coincided with a 21.71% 90 day share...

If you are wondering whether Wix.com at US$87.96 offers good value today, the key is to separate the recent share price swings from what the business might be worth on paper. The stock has been volatile, with a 15.4% return over the last 7 days, a 16.6% decline over the last 30 days, a 12.9% decline year to date, and a 64.4% decline over the last year. The 3 year return is 1.1%, and the 5 year return reflects a 68.3% decline. Recent movements have been shaped by ongoing interest in website...

Visa (NYSE:V) is partnering with Amenify to link existing Visa cards to a renter rewards program targeting millions of U.S. households. The company is also working with Mercuryo to use Visa Direct for fast crypto to fiat off-ramping directly to Visa cards. These partnerships extend Visa's presence in property management commerce and Web3 driven payment flows. For you as an investor watching NYSE:V, these moves remain within Visa's core business of connecting consumers, merchants, and...

Wondering whether Schneider National’s current share price reflects its real worth, or if the market is missing something you can see? The stock most recently closed at US$29.55, with returns of 2.6% over the past week, 8.3% over 30 days, 9.6% year to date, 0.3% over 1 year, 16.5% over 3 years, and 45.1% over 5 years. Recent coverage around Schneider National has focused on its positioning in the US trucking and logistics industry and ongoing interest in freight and supply chain efficiency...

Block's Chief Accounting Officer, Ajmere Dale, has resigned after nearly a decade with the company. Chief Financial Officer Amrita Ahuja will serve as Interim Principal Accounting Officer following the change. The transition focuses attention on Block's financial governance and internal controls at a senior level. Block (NYSE:XYZ) operates across payments, merchant services and consumer financial tools, so changes in senior finance roles tend to catch investor attention. A long serving...

Wunderkind recently announced its debut on the Klaviyo App Marketplace, integrating its large-scale identity network into Klaviyo’s B2C CRM to enhance real-time customer recognition and personalization across email, SMS, and other channels. This move, alongside research firms highlighting Klaviyo’s AI-focused product roadmap, underscores how third-party data integrations are becoming central to deepening customer insights within marketing platforms. We’ll now examine how the Wunderkind...

AT&T has released its fourth-quarter and full-year 2025 results, showing higher revenue year over year while quarterly net income and earnings per share from continuing operations eased slightly. The company also disclosed that it has completed a US$4.30 billion share repurchase program, retiring more than 160 million shares and highlighting its current capital allocation priorities. With this mix of revenue growth and substantial buybacks, we’ll now examine what these developments mean for...

If you are wondering whether American States Water is fairly priced or if there is hidden value at the current US$73.21 share price, you are not alone. The stock has been relatively steady recently, with a 0.2% return over the last 30 days and a 0.4% return over the past year, although the 3 year return of a 16.9% decline shows longer term holders have had a very different experience. Recent attention on regulated utilities and income focused names has kept American States Water on some...

MakeMyTrip (MMYT) is back in focus after its latest quarterly earnings and an update on a long running share buyback, giving investors fresh numbers on growth, profitability, and capital returns. See our latest analysis for MakeMyTrip. Despite the recent earnings update and progress on the long running buyback, the latest 1 day share price return of a 1.54% decline and 7 day share price return of a 15.85% decline show sentiment cooling. That weaker tone is also visible in the 30 day and year...