U.S. Telecom Services and Carriers Stock News

NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed?

In late January 2026, Salesforce announced that its Computable Insights subsidiary had secured a 10‑year, US$5.60 billion IDIQ contract with the U.S. Army and Department of War to modernize data, cloud and AI systems, while also joining partners including Lockheed Martin and PG&E in launching the EMBERPOINT wildfire management venture. These moves extend Salesforce well beyond its core CRM roots, positioning its Agentforce and Missionforce platforms as digital infrastructure for...
NasdaqCM:GRRR
NasdaqCM:GRRRSoftware

A Look At Gorilla Technology Group (GRRR) Valuation As AI Trading Models Highlight Positive Near Term Outlook

AI-driven trading interest puts Gorilla Technology Group (GRRR) in focus Recent AI model outputs flagging positive near and mid-term sentiment for Gorilla Technology Group (GRRR) have pulled the stock into the spotlight, as institutional-style trading frameworks emphasize risk-reward trade setups instead of new fundamental catalysts. See our latest analysis for Gorilla Technology Group. Gorilla Technology Group’s share price has been volatile, with a 29.30% 1 month share price return and a...
NYSE:MET
NYSE:METInsurance

Assessing MetLife (MET) Valuation After Recent Muted Share Price Performance

What MetLife’s Recent Performance Tells Current Shareholders MetLife (MET) has not been in the headlines for a specific catalyst, but recent price performance and fundamentals still matter if you already own the stock or are considering it as an insurance sector holding. See our latest analysis for MetLife. At around US$78.88, MetLife’s recent share price moves have been fairly muted overall, with a 7 day share price return of 4.05% set against a 1 year total shareholder return decline of...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon’s Potential US$50b OpenAI Deal And What It Means For Valuation

Amazon.com (NasdaqGS:AMZN) is reportedly in advanced talks to invest up to US$50b in OpenAI. The potential deal would be part of a US$100b funding round that could make Amazon the largest single contributor. The move would deepen Amazon's involvement in artificial intelligence and expand its role in OpenAI's future direction. For you as an investor, this points to Amazon pushing further into high end AI alongside its core e commerce, advertising and Amazon Web Services cloud businesses. The...
NYSE:BBU
NYSE:BBUIndustrials

Brookfield Business Partners (NYSE:BBU) Valuation Check After Strong 1 Year Return And Low 0.3x P/S Ratio

Brookfield Business Partners (NYSE:BBU) has drawn fresh attention after recent trading left the units around $35.02, with returns mixed across the past week, month, and past 3 months, yet sharply positive over the past year. See our latest analysis for Brookfield Business Partners. At the current share price of $35.02, Brookfield Business Partners has seen a relatively soft short term share price return but a strong 1 year total shareholder return of 61.09%, which suggests momentum has been...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed (RMD) Net Margin Strength In Q2 2026 Supports Bullish Earnings Narrative

ResMed Q2 2026 earnings in focus ResMed (RMD) has just posted its Q2 2026 earnings, with revenue of about US$1.4b and basic EPS of US$2.69 setting the tone for the latest quarter. The company reported revenue of US$1,282.1m in Q2 2025 and US$1,422.8m in Q2 2026, while basic EPS over the same quarters moved from US$2.35 to US$2.69. This gives investors a clearer view of both top line and per share performance. With trailing net profit margins at 27.5% and earnings growth already in focus, this...
NYSE:PNFP
NYSE:PNFPBanks

Should Stronger Earnings, Higher Charge-Offs and Steady Dividends at PNFP Require Action From Pinnacle Financial Partners (PNFP) Investors?

Pinnacle Financial Partners recently reported full-year 2025 results showing higher net interest income of US$1.55 billion and net income of US$641.87 million, alongside increased net loan charge-offs of US$27.01 million in the fourth quarter compared with the prior year. At the same time, the board approved a US$0.50 per share common dividend and multiple preferred stock dividends, underscoring a parallel focus on rewarding capital providers while absorbing higher credit costs and advancing...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet’s Project Genie Puts AI Worldbuilding At Center Of Investor Focus

Alphabet, ticker NasdaqGS:GOOGL, introduced Project Genie, an AI research prototype for building interactive 3D worlds and characters from simple text prompts. The tool targets video games, simulations, and broader digital content production, with potential to reshape how assets and environments are created. The announcement has already affected several gaming related companies, highlighting market attention on AI driven content creation tools. Alphabet enters this news cycle with...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

A Look At Willis Lease Finance (WLFC) Valuation After New Willis Aviation Capital Leadership Appointment

Appointment at Willis Aviation Capital and what it could mean for WLFC Willis Lease Finance (WLFC) has appointed Steven Bridgland as Head of Investor Relations & Capital Markets for its new asset manager, Willis Aviation Capital, giving investors a fresh datapoint on how the platform is being built. See our latest analysis for Willis Lease Finance. The news around Willis Aviation Capital comes after a sharp 30 day share price return of 34.39% and a 90 day share price return of 41.98%...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal Targets Chat And Crypto To Reignite Branded Checkout Growth

PayPal Holdings (NasdaqGS:PYPL) is rolling out new conversational payment options through partnerships that connect its services to text messaging and rich communication channels. The company is working with Authvia to let users pay merchants directly via SMS and RCS, expanding beyond traditional web and app checkouts. PayPal is also integrating with OpenAI to support AI driven commerce inside ChatGPT, including crypto related payments and merchant tools. For a long time, PayPal has focused...
NYSE:AUB
NYSE:AUBBanks

A Look At Atlantic Union Bankshares (AUB) Valuation After Strong Earnings And Dividend Increase

Atlantic Union Bankshares (AUB) is back in focus after its latest earnings release, the Sandy Spring integration update, and an increased common dividend, a combination that has drawn fresh attention from income oriented bank investors. See our latest analysis for Atlantic Union Bankshares. Those earnings, dividend moves and Sandy Spring updates have come alongside a 19.43% 90 day share price return and a 32.90% five year total shareholder return, suggesting momentum has been building over...
NYSE:LAZ
NYSE:LAZCapital Markets

Lazard Taps Insider Tracy Farr As CFO To Shape 2030 Plan

Lazard (NYSE:LAZ) has appointed Tracy Farr as its new Chief Financial Officer. The leadership change is intended to support the firm's long term growth and operational efficiency plans. Farr brings extensive internal experience at Lazard to the CFO role. Lazard, traded on the NYSE under the ticker NYSE:LAZ, recently closed at $53.72. The stock has seen a 4.6% return over the past week and 10.6% over the past month, with a 62.1% return over five years. In that context, a CFO transition can...
NYSE:CAT
NYSE:CATMachinery

Caterpillar (CAT) Margin Compression Challenges Bullish Earnings Growth Narratives

Caterpillar (CAT) just turned in its FY 2025 scorecard with fourth quarter revenue of US$19.1b and basic EPS of US$5.15, alongside net income of US$2.4b. Over recent quarters, the company has seen revenue move from US$16.0b in Q3 2024 to US$17.6b in Q3 2025 and then US$19.1b in Q4 2025. Basic EPS shifted from US$5.09 to US$4.91 and then US$5.15 over the same stretch, setting up a results season where investors are weighing solid top line scale against a backdrop of compressed net margins and...