U.S. Telecom Services and Carriers Stock News

A severe winter storm in the northeastern U.S. has put Eversource Energy (ES) in focus, with more than 206,000 customers experiencing outages. This has brought weather-related operational risks and grid resilience into sharper relief for investors. See our latest analysis for Eversource Energy. Beyond the storm outages, Eversource Energy has had an eventful start to 2026, including updated full year earnings guidance and a US$750 million fixed income offering. With the share price at US$74.92...

Bath & Body Works has launched its first authorized U.S. storefront on Amazon, offering a curated range of its best-known body care and home fragrance products as part of its Consumer First Formula plan, while also recently confirming that Chief Legal Officer Michael Wu stepped down from his role on February 24, 2026 and will depart the company around March 27, 2026 after a transition period. This combination of expanding third-party distribution on Amazon and executive change in the legal...

Casey’s General Stores recently announced plans for three new gas stations in West Michigan, including a site on West Milham Avenue in Portage, extending its regional presence in that area. This incremental build-out underscores how Casey’s is using targeted regional expansion to deepen its footprint in markets it views as important for future growth. Now we’ll examine how this latest West Michigan expansion supports Casey’s broader store growth narrative and its long-term investment...

Materion (MTRN) is back on investors’ radar after reporting positive fourth quarter and full year 2025 earnings, reversing a prior year quarterly loss, along with fresh 2026 guidance that points to higher sales and improved margins. See our latest analysis for Materion. The upbeat 2025 results and fresh 2026 guidance arrive alongside strong recent momentum, with a 30 day share price return of 18.87% and a 1 year total shareholder return of 74.61% pointing to improving sentiment around...

Why Aehr’s AI contract is attracting fresh attention Aehr Test Systems (AEHR) is back in focus after securing its first firm production contract to supply AI chip testing and burn in systems to a world leading data center hyperscaler. The deal confirms earlier hints about pending AI related orders and introduces a new revenue stream tied to processor demand for large scale data centers. This gives investors fresh information to weigh against the stock’s recent strong returns. See our latest...

Baker Hughes (NasdaqGS:BKR) has secured a major contract to supply advanced electric generators for AI data center infrastructure. The deal supports high performance computing facilities and includes a multi year commitment to specialized power solutions. The project expands Baker Hughes beyond its traditional energy and industrial markets into the AI and data center segment. For you as an investor, this move puts Baker Hughes at the intersection of energy technology and digital...

If you have been wondering whether Cheesecake Factory shares still offer value at current levels, you are not alone. That is exactly what this article will unpack. The stock recently closed at US$65.94, with returns of 2.9% over 7 days, 14.9% over 30 days, 24.9% year to date, 25.5% over 1 year and 26.0% over 5 years. This naturally raises questions about what is already priced in and what might still be on the table. Recent headlines around Cheesecake Factory have focused on its brand...

Xcel Energy (XEL) is back in focus after securing a major power supply agreement for Google’s new Minnesota data center and lifting its quarterly dividend to $0.5925 per share, equivalent to $2.37 annually. See our latest analysis for Xcel Energy. The Google data center agreement and dividend increase come as Xcel Energy’s share price has climbed to US$83.55, with an 11.88% year to date share price return and a 5 year total shareholder return of 66.17%. This suggests momentum has been...

Westlake (WLK) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and a basic EPS loss of US$4.24, alongside net income excluding extra items of a US$544m loss, setting a cautious tone around profitability. Over recent periods the company has seen quarterly revenue range from US$2.8b to US$3.0b while EPS shifted from a small profit of US$0.05 in Q4 2024 to a series of quarterly losses in 2025. That kind of earnings pressure keeps the focus squarely on margins and how quickly...

Booz Allen Hamilton Holding (NYSE:BAH) is reporting its largest business slowdown to date as federal cost-cutting leads to revenue declines. Management now expects conditions to stabilize but is cautioning investors about a pronounced downturn in civil sector revenues. The company is also dealing with fallout from a recently disclosed data breach that has contributed to government contract cancellations. These developments are unfolding alongside new global tariff measures that are affecting...

DaVita (NYSE:DVA) executives are set to appear at several major healthcare industry conferences in 2026. CEO and executive director Javier J. Rodriguez is scheduled to speak at the ViVE 2026 conference. DaVita’s financial leaders will join a fireside chat with investors at TD Cowen's 46th Annual Health Care Conference. For investors tracking NYSE:DVA, these conference appearances come with the stock recently trading at $149.51 and showing multi year returns of 81.6% over 3 years and 45.5%...

Organon (NYSE:OGN) has entered an exclusive global licensing agreement for MIUDELLA, a hormone-free copper IUD and the first such device approved in the U.S. in roughly 40 years. The company has also completed the sale of its JADA System to Laborie Medical, refining its focus within reproductive and postpartum health. For investors watching NYSE:OGN, these moves come as the stock trades around $7.51, with a 1-year return of a 51% decline and a 3-year return of a 64.5% decline. The recent...

Viavi Solutions (VIAV) is back in focus after unveiling the DCX 700 tier 1 optical loss test set for high density data center fiber certification, along with supportive headlines around tariffs and recent quarterly performance. See our latest analysis for Viavi Solutions. The DCX 700 launch, recent timing and quantum security products, and tariff relief news have coincided with a sharp shift in sentiment. Viavi Solutions has posted a 30 day share price return of 54.87% and a 1 year total...

If you are wondering whether Federated Hermes is still reasonably priced after its recent run, this article unpacks what the current share price might be implying about value. The stock last closed at US$56.38, with returns of 0.6% over 7 days, 5.6% over 30 days, 7.7% year to date, 52.1% over 1 year, 60.3% over 3 years and 136.7% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent coverage around Federated Hermes has focused on...

Kontoor Brands (KTB) recently drew fresh attention after the Trump administration announced new global tariffs, with the stock dropping 4.7% as investors weighed potential cost pressures on its international supply chain. See our latest analysis for Kontoor Brands. Zooming out from the tariff drop, Kontoor Brands’ 30 day share price return of 13.97% contrasts with a 10.21% decline over 90 days, while its five year total shareholder return of 62.72% points to longer term gains despite recent...

Earlier this month, The Williams Companies, Inc. reported record adjusted EBITDA of US$7.75 billion for 2025 and issued 2026 guidance of US$8.20 billion, supported by new pipeline and power innovation projects. Analysts highlighted that Williams’ growing power generation and infrastructure backlog could materially enhance its role in serving rising natural gas demand and long-term contracted cash flows. We’ll now examine how Williams’ record 2025 EBITDA and higher 2026 guidance could...

SoFi Technologies reported its first quarterly revenue above US$1b, alongside record member growth. The company highlighted its evolution into a full-spectrum online financial services provider, expanding beyond its original student loan focus. Direxion launched the Daily SoFi Bull 2X ETF, giving investors leveraged exposure to NasdaqGS:SOFI shares. NasdaqGS:SOFI last closed at US$19.29, with a 1 year return of 33.3% and a 3 year return of 199.5%. The share price has seen a 25.2% decline...

Aon (AON) investors are watching a recent leadership reshuffle, as the firm names Nicola Fraccalvieri CEO of global facultative for Reinsurance Solutions and appoints Joe Peiser CEO of Risk Capital, sharpening its focus on risk and capital solutions. See our latest analysis for Aon. These leadership changes come as Aon’s 1-day share price return of 1.67% contrasts with a 90-day share price return decline of 7.93% and a 1-year total shareholder return decline of 17.98%, suggesting recent...

If you are looking at Cadence Design Systems and wondering whether the current price still makes sense, this article walks through what that share price could imply about value. The stock last closed at US$301.84, with a 1% decline over the past week, a 6.3% decline over the past month, and a 2.8% decline year to date, while the 1 year, 3 year and 5 year returns sit at 18.9%, 57.7% and 125.7% respectively. This article was prompted to provide ongoing coverage of Cadence Design Systems, so we...

Why CONMED is on investors’ radar today Recent trading activity in CONMED (CNMD) has drawn attention, with the stock showing mixed returns across different periods and sitting at a last close of $45.98. For investors, that raises questions about current valuation and business performance. See our latest analysis for CONMED. While CONMED’s recent 7 day and 30 day share price returns of 3.98% and 12.20% suggest short term momentum, the 1 year total shareholder return of a 24.32% decline...

Klarna Group (NYSE:KLAR) is reporting faster global uptake of its app and a broader suite of banking services, including a new debit card, membership tiers, cashback, mobile phone plans, and peer to peer payments. These additions signal a push to build a fuller consumer finance platform beyond its core buy now, pay later product in the period following its IPO. Management is highlighting stronger daily and monthly active usage as this wider feature set rolls out across markets. Klarna...

The Trump administration recently imposed a 15% global tariff for up to 150 days under the Trade Act of 1974, reviving trade policy uncertainty for companies exposed to international supply chains, including Genpact. At the same time, Genpact’s long record of consistent, growing dividends and solid financial health offers a contrasting picture of internal stability amid external trade-policy turbulence. We’ll examine how renewed US global tariffs and the resulting trade uncertainty may...

Recent performance snapshot for Cleveland-Cliffs Cleveland-Cliffs (CLF) has drawn fresh attention after a stretch of mixed share performance, with a 1 day gain of 1.9% and 7 day return of 2.3% contrasting with weaker month and past 3 months moves. See our latest analysis for Cleveland-Cliffs. That short burst of buying over the past week sits against a weaker backdrop, with a 30 day share price return of a 23.0% decline and a year to date share price return of a 20.7% decline. The 1 year...

Recent performance snapshot Modine Manufacturing (MOD) has drawn fresh attention after a recent share price move, with the stock showing mixed short term performance but strong gains over the past year and over the past three months. See our latest analysis for Modine Manufacturing. The latest pullback, with a 1 day share price return of a 2.75% decline from US$230.19, comes after a strong run that includes a 55.02% 30 day share price return and a very large 5 year total shareholder return...