U.S. Telecom Services and Carriers Stock News

If you are wondering whether Minerals Technologies is quietly offering value at around US$65.25 per share, this article walks through what the current price might be implying about the company. The stock is up 6.0% over the last 30 days and 6.7% year to date, although the 1 year return of a 14.9% decline and 3 year return of an 8.6% decline show a much softer longer term picture, with a modest 1.4% gain over 5 years. Recent coverage has focused on Minerals Technologies as a specialist in...

Earlier this week, BofA Securities downgraded Plains GP Holdings, citing weaker long-term expectations for Permian Basin oil output and reduced inflation-linked revenue potential under revised FERC PPI adder rules, even as the business recently expanded through the EPIC acquisition. The contrast between BofA’s downgrade and Stifel’s maintained positive rating highlights how differently analysts are weighing regulatory shifts against Plains’ growth-oriented pipeline footprint. With Plains...

Lam Research has reported past second-quarter 2026 results showing revenue of US$5,344.79 million and net income of US$1,593.99 million, both higher than a year earlier, and issued guidance for the March 2026 quarter with expected revenue of about US$5.70 billion and net income per diluted share near US$1.35. Management highlighted that surging demand for AI-related chipmaking tools and advanced etch and deposition technologies underpinned this record period, alongside strong operational...

In recent months, Norwegian Cruise Line Holdings has drawn fresh attention as Oceania Cruises unveiled a series of 2026 heritage-focused U.S. sailings, while the parent company reported mixed Q3 2025 results and appointed Meghan Montana as executive vice president and chief strategy officer. Together with a very large percentage jump in consensus earnings estimates for the current quarter, these moves point to shifting expectations around Norwegian Cruise Line Holdings’ operational execution...

Tempus AI (TEM) has drawn fresh attention after releasing clinical validation data on its Immune Profile Score test, which the company reports more accurately predicts which cancer patients benefit from immune checkpoint inhibitors than conventional biomarkers. See our latest analysis for Tempus AI. Those IPS results arrive after a busy month for Tempus AI, with the launch of Paige Predict in digital pathology and fresh attention from high profile investors such as ARK and Nancy Pelosi. Even...

Short seller Gotham City Research has released a report alleging accounting irregularities and undisclosed related party transactions at Carvana (NYSE:CVNA). The report claims Carvana overstated its earnings by over US$1b across 2023 and 2024 through dealings with entities tied to the CEO's family. The allegations have drawn regulatory attention, triggered law firm investigations, and prompted a public response from Carvana disputing the claims. Carvana operates an online platform for...

Event context and why Park Hotels & Resorts is on investors’ radar Park Hotels & Resorts (PK) has drawn attention recently as investors weigh its mixed return profile, including a roughly 11% decline over the past year alongside modest gains over the past 3 months and year to date. See our latest analysis for Park Hotels & Resorts. With the share price at about $10.90, Park Hotels & Resorts has seen a 5.93% 90 day share price return alongside a 1 year total shareholder return of an 11.30%...

Key Insights Significant control over Ovid Therapeutics by retail investors implies that the general public has more...

In late January 2026, The Trade Desk appointed longtime executive Tahnil Davis as interim CFO following the abrupt departure of CFO Alex Kayyal, while also reaffirming its prior fourth-quarter 2025 revenue outlook of at least US$840 million and highlighting ongoing competitive pressures in digital advertising. A separate announcement from Xumo introduced a new way for advertisers to access Xumo’s more than 60 million monthly active streaming users via The Trade Desk’s OpenPath, tightening...

Recent commentary on Cohu (COHU) has centered on renewed analyst interest. Multiple firms have highlighted AI driven demand for HBM, CoWoS, GPUs, and custom ASICs, along with early recovery signs in Auto and Industrial markets. See our latest analysis for Cohu. At a share price of US$29.36, Cohu has logged a 23.7% 30 day share price return and a 23.4% 90 day share price return. Its 1 year total shareholder return of 29.6% contrasts with weaker 3 and 5 year total shareholder returns,...

What recent performance says about Baker Hughes Baker Hughes (BKR) has been drawing attention after a strong recent run, with the stock showing gains over the past week, month, and past 3 months that stand out against its longer term return profile. See our latest analysis for Baker Hughes. The recent 30 day share price return of 23.09% and year to date share price return of 20.34%, on a last close of US$56.73, sit alongside a 1 year total shareholder return of 29.92% and 5 year total...

Rezolve AI PLC recently closed an oversubscribed US$250,000,000 registered direct offering of 62,500,000 common shares at US$4.00 each, materially boosting its balance sheet for expanded enterprise deployments, M&A activity, and sales-force growth. The company also highlighted how its Agentic Checkout platform is aligned with emerging agentic commerce standards, aiming to serve as a secure transaction layer for AI-driven conversational commerce across multiple environments. We’ll now examine...

International Seaways (INSW) is drawing attention after a period of strong share performance, with total returns of 26% year to date and 63% over the past year, which is prompting fresh questions about valuation. See our latest analysis for International Seaways. The share price at US$59.32 follows a 22.66% 1 month share price return and a 26.24% year to date share price return. The 1 year total shareholder return of 63.27% and 5 year total shareholder return of roughly 4.6x indicate strong...

If you are wondering whether Taiwan Semiconductor Manufacturing's share price still lines up with its fundamentals, the next sections will walk through what the current market price might be implying about value. The stock last closed at US$339.55, with returns of 3.7% over 7 days, 13.3% over 30 days and 64.8% over 1 year, alongside 6.2% year to date and 264.4% over 3 years and 182.9% over 5 years. Recent attention on Taiwan Semiconductor Manufacturing has included ongoing coverage of its...

Antero Resources (NYSE:AR) has completed a $750 million senior notes offering tied to its planned purchase of HG Energy II Production Holdings, LLC. The financing package is linked to the acquisition closing, with provisions to redeem the notes if the deal does not proceed. Proceeds are being combined with funds from Utica Shale asset sales and new debt facilities to support a meaningful shift in Antero's asset base and capital structure. At a share price of $35.3, Antero Resources comes...

Cadence Design Systems (CDNS) shares are drawing attention after Lightmatter announced a collaboration that pairs Cadence’s high speed SerDes IP with Lightmatter’s Passage optical engine for co packaged optics in AI and high performance computing. See our latest analysis for Cadence Design Systems. Despite the new Lightmatter collaboration and January’s HiFi iQ DSP launch for voice AI and immersive audio, recent share price momentum has softened, with a 30 day share price return of a 4.10%...

Parsons (NYSE:PSN) supported a pilot project with Honda and DriveOhio to detect road deficiencies using real-time vehicle data. The company contributed its smart infrastructure expertise to help identify and address road maintenance needs more efficiently. Parsons also received a contract extension from the FAA related to national airspace system modernization. For investors looking at NYSE:PSN, these updates relate directly to the company’s core focus on transportation, smart...

If you are wondering whether Alkermes at US$34.88 is offering good value right now, you are not alone. This article is designed to help you assess that. The stock has returned 2.7% over the last 7 days, 25.4% over the last 30 days, 23.4% year to date, 9.3% over 1 year, 28.3% over 3 years and 62.9% over 5 years. This raises fair questions about how the current price lines up with fundamentals. These return figures sit against a backdrop of ongoing interest in Alkermes as a Nasdaq listed...

Event context and recent performance IES Holdings (IESC) has attracted fresh attention after a period of strong share price performance, with the stock up about 20% over the past month and 21% over the past 3 months. That move comes alongside annual revenue of roughly US$3.37b and net income of about US$303.06m, which give investors concrete numbers to weigh against the company’s recent share price strength. See our latest analysis for IES Holdings. Zooming out, IES Holdings’ share price has...

French Connection Group previously announced a long-term partnership with G-III Apparel Group to develop and distribute men's and women's apparel and selected accessories across North America, effective February 1, 2026. The arrangement allows G-III to apply its wholesale and retail relationships to a new licensed brand, potentially broadening its role in premium fashion distribution across the region. We’ll now examine how this French Connection partnership, particularly G-III’s use of its...

Selective Insurance Group, Inc. has reported past fourth-quarter 2025 results, with revenue rising to US$1,364.9 million and net income to US$155.2 million, lifting diluted EPS from continuing operations to US$2.52. Alongside the earnings release, the board reaffirmed cash returns to investors through quarterly dividends on both common stock and its 4.60% Non-Cumulative Preferred Stock, Series B. We’ll now examine how this earnings outperformance, particularly the stronger EPS from...

Airbnb stock overview With no specific news catalyst in play, Airbnb (ABNB) is on many investors’ radars simply because of its size and visibility, plus a share price that recently closed at US$131.77. Over the past month the stock has seen a 3.8% decline, while the past 3 months show a 4.1% gain and the past year is roughly flat, giving investors mixed recent price signals. See our latest analysis for Airbnb. For context, Airbnb’s recent 30 day share price return of a 3.8% decline contrasts...

If you are wondering whether Celsius Holdings is still priced for strong growth or already ahead of itself, this article will help you make sense of what you are paying for at today's share price. The stock trades at US$53.37, with returns of 15.7% over 30 days and 107.0% over the past year, which can reshape how investors think about both upside and risk. Recent coverage has focused on Celsius Holdings as a fast growing energy drink brand with an expanding presence in the US market,...

Howard Hughes Holdings recently reported third-quarter results showing a 19.3% year-on-year revenue increase, significantly surpassing analyst expectations and marking the strongest earnings beat among real estate services peers. Management framed this performance as evidence that its transition into a premier holdings company is gaining traction, underscoring the perceived strength of its real estate platform. With this strong earnings surprise and progress in its holdings-company...