U.S. Wireless Telecom Stock News

Rubrik (RBRK) is back in the spotlight after outlining a planned £375 million (about US$500 million) investment in the UK, naming London as its EMEA headquarters and expanding Europe focused security offerings. See our latest analysis for Rubrik. Rubrik's recent UK expansion news and European product launches come after a sharp run in the stock, with a 90 day share price return of 54.76% and a 30 day share price return of 15.17%, although the 1 year total shareholder return is down 8.13%...

Merck (MRK) is back in focus after two fresh KEYTRUDA milestones, new FDA approvals for bladder cancer regimens with Padcev, and Phase 3 success in endometrial cancer, putting its oncology pipeline under closer investor scrutiny. See our latest analysis for Merck. Merck’s recent KEYTRUDA approvals and trial results come after a period of strong momentum, with a 1 month share price return of 7.58% and a year to date share price return of 16.12%. The 1 year total shareholder return of 54.97%...

Pizza Ranch Inc. previously announced an exclusive platform agreement with NCR Voyix, selecting the Aloha Next microservices-based restaurant platform as the unified system for point-of-sale, payments and in-store capabilities across its corporate and franchise locations. This agreement makes NCR Voyix the sole point-of-sale technology partner for Pizza Ranch, underscoring growing enterprise demand for integrated, cloud-ready restaurant commerce platforms. Next, we’ll examine how becoming...

In early July 2026, Coty Inc. announced it would transition the Gucci Beauty license back to Kering for about US$400 million, continue operating the brand through at least June 30, 2027, and use the proceeds for debt reduction, core prestige investments, and organizational streamlining. The deal not only reshapes Coty’s prestige portfolio by exiting a key licensed brand but also resolves all related litigation with Kering and accelerates Coty’s shift toward a more focused, centrally managed...

Kyndryl recently announced a collaboration with Aptiv to modernize customer experience and product engineering by integrating Aptiv’s Wind River software into its advisory, implementation, and managed services offerings for mission-critical, edge AI and cloud environments worldwide. A distinctive aspect of this agreement is that Kyndryl will deploy Wind River technologies like VxWorks, eLxr Pro, and Helix Virtualization Platform, potentially broadening Aptiv’s software footprint across...

Microchip Technology recently released its VectorBlox 3.0 Accelerator Software Development Kit, an integrated toolchain that simplifies deploying convolutional neural network models on its low power PolarFire FPGA and SoC platforms while supporting sparse neural networks for more efficient, always-on edge AI. A distinctive aspect of this launch is that the VectorBlox 3.0 SDK and CoreVectorBlox IP are offered at no charge, potentially lowering barriers for customers to consolidate multiple AI...

Matson, Inc. has released preliminary results for the quarter ended June 30, 2026, guiding to net income of US$124.8–US$130.3 million, diluted EPS of US$4.12–US$4.30, and consolidated operating income of US$153.0–US$160.0 million, supported by strength in its China service and logistics segments. This guidance underscores how Matson’s express transpacific offering and integrated logistics capabilities are benefiting from importers accelerating shipments amid tariff and geopolitical...

PureCycle Technologies, Inc. recently announced a partnership with RM TOHCELLO Co., Ltd. and Mitsui & Co., Ltd. to bring high-purity, recycled-content BOPP film to Japanese packaging converters and brand owners, following successful pilot-scale production and with a formal commercial agreement targeted for 2027 after import compliance. This collaboration highlights PureCycle’s ability to apply its proprietary dissolution recycling process to one of the hardest polypropylene film...

In recent days, Boeing reported its strongest first-half commercial deliveries since 2018, while Riyadh Air weighed converting a large block of 787 options into firm orders and WestJet lined up long-term leases for 13 Boeing 737-10 jets. Together with expanding defense and autonomous aircraft activity, these developments highlight how Boeing’s broad portfolio is attracting fresh demand even as it manages regulatory and supply chain challenges. We’ll now examine how this step-up in first-half...

Teledyne Technologies (NYSE:TDY) has promoted Michelle Hildyard to General Manager of Teledyne Raymarine and Teledyne FLIR Marine. Hildyard will oversee strategy and product development for both marine brands, with responsibility spanning electronics and thermal camera solutions. The company highlighted her more than two decades of experience and recent focus on operations within Teledyne. Teledyne Technologies, through its Raymarine and FLIR Marine businesses, is active in marine...

Plug Power’s recent update highlights that the 50 MW Hunter Valley Hydrogen Hub in Australia has reached final investment decision, moving its GenEco PEM electrolyzers into execution while the company also entered asset sale agreements with Stream US Data Centers to bolster liquidity. The Hunter Valley project, backed by A$432 million in Hydrogen Headstart production credits and expected to produce about 4,700 tonnes of renewable hydrogen annually, reinforces Plug Power’s role in large-scale...

First Solar (FSLR) has drawn fresh attention after its stock rose 1.47%, outperforming the S&P 500 and Nasdaq, as investors looked ahead to an upcoming earnings report with lower EPS and revenue expected. See our latest analysis for First Solar. At a share price of $223.82, First Solar’s 1-day share price return of 1.47% stands against a 30-day share price decline of 18.17%. Its 1-year total shareholder return of 34.17% and 5-year total shareholder return of 162.73% point to stronger...

Zillow Group (ZG) has drawn fresh attention after launching Zillow Pro, a nationwide premium membership for real estate agents that provides advanced collaboration and customer insight tools directly within its core platform. See our latest analysis for Zillow Group. The recent launch of Zillow Pro arrives during a sharp share price pullback, with Zillow Group’s year to date share price return down 48.57% and 1 year total shareholder return down 54.50%, despite short term momentum picking up...

Earlier this month, Huntington Securities, Inc., a subsidiary of Huntington Bancshares Incorporated, launched an equity research platform for Huntington Capital Markets clients, initially targeting Real Estate Investment Trusts (REITs) and Utilities with coverage led by two senior analysts. This move adds a research capability that can deepen institutional client engagement and strengthen Huntington’s position in capital markets–adjacent services. We’ll now examine how adding a REITs and...

Camtek (CAMT) shares moved sharply on July 14, 2026, rising 9.5% to US$149.90 after a 4.9% decline the previous day, putting the stock well above its referenced GF Value. See our latest analysis for Camtek. That sharp move in Camtek comes after a mixed stretch, with the share price return up 5.2% over the past week but down 25.5% over 30 days. At the same time, the 1-year total shareholder return of 61.9% and 3-year total shareholder return above 3x point to strong longer term momentum. If...

Earlier this month, Broadstone Net Lease, Inc. announced a joint venture to develop a US$303 million build-to-suit advanced technology facility in Colorado, under a 15-year triple-net lease with 3% annual rent increases and projected first- and second-year cash yields of 8.5% and 9.7%. An interesting angle is that the joint venture controls land for an entire campus, giving Broadstone future development options, including a potential second powered shell building over which the tenant holds...

Goodyear Tire & Rubber (GT) has drawn fresh attention after expanding its UltraGrip Performance 3 winter tire range to 344 SKUs, adding 66 new European fitments and deepening original equipment ties with BMW, Porsche, and Mercedes-Benz. See our latest analysis for Goodyear Tire & Rubber. These new UltraGrip fitments arrive as Goodyear Tire & Rubber’s momentum has been mixed, with a 7 day share price return of 3.69% alongside a year to date share price decline of 24.44%, and a 1 year total...

In early July 2026, Kratos Defense & Security Solutions announced multiple developments, including approximately US$400 million in Department of War hypersonic and national security funding, a US$100 million sole-source space domain awareness contract, a US$36 million air defense missile system contract, and major facility expansions in Oklahoma City and a new 167,000-square-foot advanced manufacturing plant in York, Pennsylvania. Together, these awards and capacity additions highlight...

In recent days, Waste Management has drawn attention as investors look ahead to its late-July 2026 earnings report and assess mixed valuation signals, including DCF and market multiple estimates that point to different views on intrinsic value. A key angle is how the company’s ongoing spending on recycling, renewable energy and the Stericycle integration is shaping expectations for earnings quality and growth in sustainability-focused revenue. We’ll now explore how optimism around Waste...

Flex (FLEX) is drawing attention after expanding its manufacturing partnership with Cerebras to scale production of the CS-3 AI accelerator at its Milpitas, California facilities. See our latest analysis for Flex. The latest Cerebras partnership news comes as Flex shares trade at US$128.72. The stock is down 13.74% on a 1 month share price return but still shows a 102.14% share price return year to date and a very large 5 year total shareholder return, suggesting longer term momentum remains...

On July 1, 2026, Live Oak Bancshares appointed Matthew S. Diffley, formerly Senior Vice President and Controller at Seacoast Banking Corporation of Florida, as Principal Accounting Officer, succeeding interim PAO Walter J. Phifer. This leadership change comes as Live Oak’s fundamentals have strengthened alongside the rollout of an AI lending platform and improving earnings trends. With the new Principal Accounting Officer in place, we’ll assess how this leadership shift and the AI lending...

Praxis Precision Medicines and Remagine Labs recently entered a research collaboration and license agreement to develop an iontophoretic transdermal patch for ulixacaltamide, complementing Praxis’s oral program in essential tremor and supported by Praxis’s equity investment in Remagine. This new transdermal delivery route for ulixacaltamide, together with the FDA’s three‑month extension of relutrigine’s NDA review without new trial requirements, could reshape how investors view the reach and...

In recent weeks, e.l.f. Beauty reported a 25% rise in fiscal 2026 net sales to US$1.64 billion, expanded into hair care, and continued rolling out viral, value-focused cosmetics across new geographies and channels like TikTok Shop and Target. At the same time, heavier marketing spend, tariff-related cost pressures, insider selling, and an earnings outlook showing declining EPS alongside rising revenue have raised questions about how sustainably the company can convert rapid growth into...

Antero Resources has delivered a 141.4% total return over the past five years, yet the stock has slipped in the last year, raising the question of whether the current US$33.58 share price still leaves room for valuation upside or already reflects most of the progress. The 141.4% gain over five years points to a stock that has already rewarded patient shareholders, so any fresh entry now leans heavily on what happens from here rather than on a simple catch up story. Future cash generation...