U.S. Telecom Services and Carriers Stock News

Terreno Realty (TRNO) has left some investors scratching their heads as shares struggled to gain traction in recent weeks, moving down about 0.6% in the past day and sliding more than 13% over the past year. There is no single headline grabbing the market’s attention right now, but this slow drift could be signaling shifting sentiment or simply a case of investors sitting on the sidelines, waiting for clearer signs about future growth or risk. Looking back over the past year, Terreno Realty’s...

Varonis Systems (VRNS) just updated its earnings outlook for the third quarter and full year, and investors are sure to take notice. The new guidance calls for revenue growth of 10% to 14% for both the upcoming quarter and the full year, driven partly by the recent acquisition of SlashNext. However, the company is also flagging higher near-term expenses from integrating SlashNext, meaning profit margins could slim a bit before potential synergies kick in. For investors weighing what to do...

Shares of Q2 Holdings (NYSE:QTWO) just got a major spotlight moment. The company is slated to join the S&P MidCap 400 index later this month, following an announcement by S&P Dow Jones Indices. For investors, these index inclusions often mean heightened demand, as funds and ETFs tracking the index are set to buy shares. This can lead to a near-term bump in the stock’s price. Looking at the bigger picture, Q2 Holdings’ stock has had a mixed ride. While shares popped 6.6% on the news this week...

When a biotech like Zymeworks (ZYME) makes headlines, investors tend to perk up. The company's recent announcement of receiving regulatory approvals for its novel dual HER2-targeted bispecific antibody, zanidatamab, across the U.S., China, and Europe signals a significant milestone. While discontinuing clinical development for ZW171 might have raised some eyebrows, the spotlight remains firmly on zanidatamab’s potential in the cancer therapy space. These pipeline and approval updates come at...

Southern Copper (SCCO) caught investor attention this week after its stock fell 3.37% on a day when the broader market was moving higher. The move was triggered by the company’s upcoming earnings report, which is expected to show a 3.48% decline in EPS compared to the same quarter last year. Interestingly, revenue is still forecasted to grow by 5.28%, a signal that despite underlying business strength, the market is focusing on profit pressure and how that aligns with the company’s...

With a price-to-earnings (or "P/E") ratio of 30.5x CSW Industrials, Inc. ( NYSE:CSW ) may be sending very bearish...

Should Investors Rethink Apartment Investment and Management After Recent Moves? Apartment Investment and Management (AIV) has seen its stock draw attention this month, leaving investors debating what might be behind the shift. While there is no headline-making event or single catalyst to blame, the latest stretch of trading may make observant shareholders wonder if there is a deeper signal worth examining. Sometimes a lack of news can be just as telling, especially when it coincides with...

Transocean (NYSE:RIG) is once again catching the market’s eye, this time following a wave of upbeat news. The renewed contract with Petrobras, a ramp-up in operational contracts such as the one with Equinor in the Norwegian Sea, and a strategic fleet sale all signal meaningful changes for the company’s future direction. Investors tuned in as Transocean’s shares moved up 3% in a single day, which could be an early sign that the market is recalibrating its outlook on this offshore drilling...

Invesco announced that its assets under management reached US$2.06 trillion at the end of August 2025, reflecting a 1.9% increase compared to the previous month, supported by net long-term inflows of US$11.1 billion and favorable market and currency moves. This rise in managed assets highlights investor interest in Invesco's offerings and management's ability to attract and retain significant new capital during the period. We’ll explore how the recent increase in Invesco’s assets under...

For anyone tracking cloud software innovators, this latest move in Snowflake (SNOW) is sure to spark conversation. While there was not a single headline-driving event to send the shares higher or lower, the stock’s ongoing moves are catching the eye of investors who are rethinking how they value future growth. Sometimes, these seemingly quiet stretches reveal more about market expectations than splashy news could. Over the past year, Snowflake’s stock has delivered more than 100% gains, and...

If you have been keeping an eye on Unity Software (NYSE:U), the company just gave investors plenty to consider. Following the announcement of fresh milestones for its Unity Ad Network and headline partnerships with Tencent and Scopely, investor buzz has picked up in a big way. The market's response did not stop at stock price action. Analyst optimism and a surge in options trading have turned Unity into one of the week’s talking points for both momentum chasers and long-term holders. Looking...

Goosehead Insurance recently expanded Mark Jones, Jr.’s responsibilities to include Chief Operating Officer, consolidating oversight of finance, operations, and strategic revenue growth under a single leader. This move brings all key operational and financial decision-making into one role, potentially signaling a renewed focus on integrated strategy and execution. With Mark Jones, Jr. now leading both finance and operations, we'll explore how this leadership transition may reshape...

Earlier this year, Itau BBA resumed coverage of Sociedad Química y Minera de Chile S.A. (SQM), highlighting that production efficiencies from a new joint venture with Codelco are expected to increase refined lithium output by 300,000 tonnes annually. This renewed analyst attention, combined with expectations for higher lithium prices due to regulatory and investment trends, has driven heightened investor interest in SQM’s growth prospects. We’ll examine how the lithium-focused joint venture...

Lyft (LYFT) just made a move that is catching investors’ eyes: a high-profile deal with California lawmakers to reduce insurance costs for ride-hail operators. The company expects to save $200 million on insurance, a significant operational win, and plans to share those gains with drivers through higher pay. By supporting new union rights for drivers in exchange for regulatory relief, Lyft is aiming to improve both its cost structure and relationships with its workforce. This announcement...

F5 (FFIV) just made waves by raising its full-year revenue guidance on the back of an impressive third quarter, which saw the company post 12% year-over-year growth and a 26% jump in product revenue. Management did not shy away from spotlighting rising demand in both content delivery and cloud segments, which outpaced similar moves from other tech peers. For investors, these headlines probably spark the question: is F5 pulling ahead of the pack in an increasingly AI-driven landscape, or is...

MKS Inc. participated in the 17th Annual Boston C-Level Technology Leadership Summit at the Harvard Club of Boston on September 11, 2025, with Executive VP & Chief Information Officer Madhuri A. Andrews as a featured speaker. Citi recently placed MKS Inc. on a positive 30-day catalyst watch, expecting favorable sentiment ahead of the Semicon West equipment exhibition due to anticipated momentum in artificial intelligence and memory technology demand. We’ll explore how Citi’s heightened...

A wave of fresh developments has put Cannae Holdings (CNNE) firmly in the spotlight. On one hand, Carronade Capital Master, LP has turned up the heat by resubmitting its board nominations. This is a clear signal that activist investors want a bigger say in Cannae's direction. Just as shareholders digested that move, news broke that director Frank Martire sold off 40% of his holdings. This marks the largest insider sale at Cannae in the last year and occurred at a price below where shares...

If you have been following Scorpio Tankers (STNG), it is hard to miss the recent flurry of analyst upgrades and the renewed buzz these have created among investors. The most eye-catching event is the sharp rise in product tanker rates, which prompted upgrades from both Bank of America Securities and Jefferies. At the same time, the company locked in a five-year charter for its STI Orchard vessel at a lucrative daily rate, shoring up its medium-term revenue streams. All these signs point to a...

Kinetik Holdings Inc. was recently added to the S&P 1000 and presented at the Barclays 39th Annual CEO Energy-Power Conference in New York, reflecting growing recognition within the industry and broader financial community. Index inclusion often prompts increased interest from institutional investors and funds that track the S&P 1000, potentially affecting demand for Kinetik’s shares. We'll examine how S&P 1000 inclusion may influence Kinetik's investment outlook and exposure to new...

On August 28, 2025, Aurora Innovation and McLeod Software announced a partnership to develop the industry's first Transportation Management System (TMS) specifically for autonomous trucks, enabling seamless integration for freight carriers using Aurora's technology. This collaboration leverages McLeod's extensive customer network and advanced platform to significantly simplify the adoption of self-driving trucking solutions across established transportation workflows. We'll examine how the...

On September 2, 2025, UDR, Inc. announced that President and Chief Investment Officer Joseph D. Fisher resigned, with Chairman and CEO Tom Toomey appointed as President and the transition responsibilities distributed across the senior management team. Fisher's departure marks a significant leadership consolidation at UDR, potentially prompting investor focus on how executive changes might influence continuity in strategy and operations. We'll explore how this leadership transition,...

Sweetgreen (SG) has drawn attention this week, even without a headline-grabbing event to move the needle. Sometimes a stock's shift in direction, unaccompanied by major news, leaves investors wondering whether the market is seeing something in the story that is not yet obvious or simply responding to shifting sentiment and risk appetite. For anyone watching Sweetgreen, these periods of calm between announcements can create as much uncertainty as excitement about what is coming...

JD.com (NasdaqGS:JD) is making headlines after its management took center stage at the 2025 Low-Altitude Industry Ecosystem Conference in Chongqing, amid growing skepticism from investors. Concerns about a shaky Chinese economy, mounting losses tied to new business lines, and fierce competition have surfaced in recent news, raising doubts about the company’s earnings outlook this year. As a result, the mood surrounding JD.com is starting to feel uncertain, particularly for those weighing...

Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against Lantheus Holdings, Inc. and certain executives, alleging misleading statements about projected revenue, growth, and market dynamics for its key oncology product, Pylarify, during the period from February 26, 2025, to August 5, 2025. This legal development follows a period of disappointing financial results and reduced guidance, raising questions about Lantheus’s previous disclosures and increasing scrutiny from...