U.S. Capital Markets Stock News

Rising U.S. Treasury yields, a fragile bond market and pressure on housing can all ripple quickly through mortgage real estate investment trusts, and that is where this mREITs screener comes in. When borrowing costs climb and liquidity questions surface, some mortgage REIT stocks may struggle while others might be positioned to manage the cross‑currents. This article focuses on three mREITs from the screener that appear positively exposed to the current news backdrop. It is designed to help...

Corning (NYSE:GLW) has signed a multibillion dollar supply agreement with Amazon tied to advanced optical fiber products for AI data centers. The company is also partnering with Nvidia to expand US production capacity for these products. The expansion is expected to create 1,000 new jobs in North Carolina and increase domestic manufacturing for AI infrastructure. Corning is moving into the AI data center build out in a much bigger way, with new agreements that put its optical technology...

Wendy's (NasdaqGS:WEN) has drawn fresh attention from activist investors as they press for changes at the company. A recent short squeeze has pushed the stock sharply higher in the short term despite operational headwinds. The company has reported a decline in U.S. same store sales, putting more focus on its near term performance and messaging. Wendy's, trading at $7.55, sits at the center of a tug of war between bearish short sellers and activist shareholders pushing for change. The stock...

DRDGOLD stock has delivered a strong 140.0% return over the past five years. However, its current checks suggest a more balanced picture, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating the shares are roughly in line with fair value, while market multiples screen the stock as undervalued. Over five years, DRDGOLD has returned 140.0%, which puts long term holders firmly in positive territory and makes today’s entry point more sensitive to the price paid. Execution on...

With the Federal Reserve keeping rates in the 3.50% to 3.75% range and inflation projections sitting well above earlier expectations, investors are facing a long stretch of restrictive policy that can pressure many risk assets. Large U.S. utilities, with their focus on essential services and dividend potential, can look different under these conditions compared with more speculative parts of the market. This article walks through 3 large cap U.S. utility stocks from our screener that are...

When geopolitics hits shipping lanes and energy flows, it is often the stocks most exposed to the news that move first, not always in the direction investors might expect. The closure of the Strait of Hormuz and rising military tension across key Gulf trade routes have pushed Gulf Geopolitical Risk Stocks With Energy and Trade Exposure into sharper focus, as traders reassess operational risk, funding pressure, and supply disruption. This article walks through 3 stocks that screens flag as...

Earlier this month, PGIM, the approximately $1.40 trillion global investment management arm of Prudential Financial, launched four low-cost S&P 500 quarterly buffer ETFs (PQV, PQX, PQXV and PQXX) on the Cboe BZX Exchange, offering varying downside buffers over three-month target outcome periods via FLEX Options on SPY. This expansion gives PGIM one of the broadest buffer ETF suites in the industry, signaling a push to deepen its presence in outcome-oriented investment products across...

Avista (AVA) stock is in focus after the company announced that Jason R. Thackston, Senior Vice President of Growth, Energy Policy and External Relations, plans to retire effective January 1, 2027. See our latest analysis for Avista. At a share price of $41.90, Avista has posted a 1.8% 1 day share price return and an 8.2% year to date share price return. Its 1 year total shareholder return of 15.8% suggests steady momentum that puts the latest leadership news into a context of gradually...

In recent days, Magnolia Oil & Gas has attracted renewed attention as investors looked ahead to its now-past Q2 update, which was expected to show production recovering from earlier weather disruptions and to support strong free cash flow thanks to largely unhedged volumes and recent bolt-on acquisitions in South Texas. This focus on rebounding output, efficient new acreage such as the Karnes acquisition, and variable share buybacks has highlighted how Magnolia’s operating model can...

Uncertainty around US tariffs and trade rules is reshaping how import-heavy manufacturers plan production, manage costs, and build inventory. For investors, that mix of front-loaded imports, shifting supply chains, and volatile freight costs can create both pressure and opportunity in selected stocks that are closely exposed to this news. This article looks at three large US manufacturers from an Import-Heavy US Manufacturers screener that could be affected by these developments, helping you...

Essex Property Trust (ESS) continues to attract attention after recent trading left the stock around $293.55, putting fresh focus on how its West Coast multifamily portfolio and financial profile might fit into your real estate allocation. See our latest analysis for Essex Property Trust. Recent sessions have kept Essex Property Trust in focus, with a 17.92% 90 day share price return and a 14.27% year to date share price return sitting alongside a 6.50% one year total shareholder return. If...

When politics and policy uncertainty pick up around the US Supreme Court, investors often start looking for areas of the market that might be more directly exposed to shifts in legal and regulatory risk. The current mix of partisan rulings, rapid decisions on immigration and questions over long term policy stability is putting a fresh spotlight on US defense and border security stocks. This article looks at how that backdrop connects to our US Defense and Border Security Stocks screener and...

AI Infrastructure stocks sit at the crossroads of two powerful forces: the global build out of physical capacity for AI and a macro backdrop where interest rates, inflation, energy prices, and earnings expectations are all under close watch. While software headlines grab attention, the critical hardware, power, and connectivity behind AI can convert demand into real cash flow. This article highlights three stocks from our AI Infrastructure Stocks screener that stand out for their role in this...

Political shocks do not just move headlines; they can reshape how investors think about risk, regulation, and regional growth. The sudden passing of Sen. Lindsey Graham has brought fresh attention to South Carolina, the U.S. Senate, and the banks that sit closest to the action. For investors watching U.S. regional banks with ties to South Carolina and the broader Southeast, this may be a time to reassess which stocks might gain from higher visibility and which could face new questions. This...

Recently, Fanatec announced a new licensing partnership with Nissan Motor Co., Ltd. to develop officially licensed sim racing steering wheels that emphasize craftsmanship, ergonomic precision, and visual authenticity, while analysts downgraded Corsair Gaming on concerns about valuation, consumer demand, memory markets, and weaker global PC shipment forecasts. This combination of an expanded premium sim racing offering via Fanatec and fresh questions about Corsair’s valuation frame a contrast...

With inflation signals mixed across regions and central banks weighing their next moves, many investors are looking for companies where analysts still see clear earnings growth potential and balance sheets that can handle bumps in the road. That is exactly what the Healthy high growth potential screener is designed to highlight. It focuses on stocks where analysts expect strong earnings growth over the next 3 years along with acceptable financial strength. In this article, you will see 3 of...

U.S. Physical Therapy (USPH) has come onto investors’ radar after recent trading, with the stock moving in both directions over the past month and over the past 3 months, prompting closer attention to its fundamentals. See our latest analysis for U.S. Physical Therapy. At a share price of $72.54, U.S. Physical Therapy has seen its 30 day share price return rise 10.65%, while the year to date share price return is down 8.04% and the 3 year total shareholder return is down 35.50%. This points...

Quality of life is moving higher up the list of things companies care about when choosing where to put offices and attract employees, and that shift can ripple straight into U.S. Real Estate Investment Trusts focused on office and multifamily properties. As firms respond to return to office policies and talent shortages, states that score better on safety, health, childcare, and local laws may see different demand patterns for both commercial and residential space. This article walks through...

The collapse of GVI has thrown a harsh spotlight on voluntourism and prepaid travel, shaking confidence in everything from adventure trips to study abroad programs. For investors, it is a reminder that business models built on advance bookings, complex supplier chains, and consumer trust can face sudden stress when a single company fails. This article walks through 3 stocks exposed to the same type of news driven risks, all of them potentially on the wrong side of current sentiment, to help...

In July 2026, Brightstar Lottery PLC announced it had signed an exclusive five-year extension with Sony Pictures to keep developing and distributing Ghostbusters-themed omnichannel lottery games worldwide, spanning instant tickets, patented Infinity Instants, Fast Play titles, and an exclusive eInstant game. This renewed Ghostbusters partnership underlines Brightstar’s push to deepen fan engagement through branded, immersive lottery experiences that could broaden its global lottery solutions...

Lincoln National’s Business Mix and Recent Trading Context Lincoln National (LNC) has been drawing attention after a period of active trading, with the stock recently closing at US$39.73 and showing mixed return patterns across the past week, month and past 3 months. For readers looking at the business behind the ticker, Lincoln National runs multiple insurance and retirement operations in the United States, spanning life insurance, annuities, group protection and retirement plan...

Why ONE Gas Stock Is Back on Investors’ Radar ONE Gas (OGS) recently outlined plans to invest about $800 million in 2026 and nearly $4.3 billion over five years in pipeline replacement, infrastructure expansion, and system reliability, drawing fresh attention to the stock. See our latest analysis for ONE Gas. Against this backdrop, ONE Gas shares trade at $79.17, with a 7 day share price return of 2.39% and a 30 day share price return of 1.79%, although the 90 day share price return is down...

Viewing insider transactions for HeartFlow, Inc.'s ( NASDAQ:HTFL ) over the last year, we see that insiders were net...

AI themed rebrands have been grabbing headlines, with some stocks jumping on the buzz only to see those gains fade as hype wears off and regulators push back on "AI washing." For investors, the more useful story often sits behind the scenes, in the companies building the hardware, chips, and computing power that underpin artificial intelligence. This article looks at three stocks from our AI Infrastructure Providers screener that are directly exposed to the current AI rebranding news cycle,...