U.S. Hotel and Resort REITs Stock News

TeraWulf recently secured project-level financing and upsized a US$1.30 billion senior secured notes offering via affiliate Flash Compute to fund a 168 MW, liquid-cooled high-performance computing joint venture at its Abernathy, Texas campus, supporting development of an AI-focused data center slated to come online in the second half of 2026. These moves, combined with long-term, credit-enhanced hosting arrangements, mark a further shift away from pure bitcoin mining toward contracted AI and...

Agree Realty (ADC) just gave income investors something new to consider, with its board approving a higher monthly common dividend that works out to a 3.6% annual increase compared with last year. See our latest analysis for Agree Realty. That higher payout comes as Agree Realty’s share price sits around $72.10, with a modest year to date share price return of 3.38% and a steadier 1 year total shareholder return of 6.97%. This suggests income focused investors are still backing the story even...

Earlier this year, CMS Energy reported stronger-than-expected third-quarter results, raised its 2025 earnings outlook, introduced 2026 guidance, and reaffirmed a long-term 6%–8% adjusted EPS growth target. While analysts adjusted their views, CMS Energy’s upgraded guidance sharpened attention on how data center-driven demand and regulatory support could influence its long-term earnings path. Now we’ll assess how CMS Energy’s upgraded earnings guidance may reshape the existing investment...

Morgan Stanley just shifted its view on SolarEdge Technologies (SEDG) to a more neutral stance after a long stretch of skepticism, and other firms are gradually following. For investors, that kind of coordinated sentiment change is worth unpacking. See our latest analysis for SolarEdge Technologies. The latest upgrades are landing after a volatile stretch, with SolarEdge’s share price returning about 96 percent year to date but still leaving the three year total shareholder return deeply...

Duke Energy (DUK) just gave investors a lot to chew on, pairing sizable North Carolina rate hike requests with a planned utility merger and tax driven margin boosts, all amid accelerating AI data center demand. See our latest analysis for Duke Energy. At a share price of $115.56, Duke’s roughly 7 percent year to date share price return and 10 percent one year total shareholder return suggest steady, not euphoric, momentum as investors weigh AI driven demand, pending rate cases and recent...

Gaming and Leisure Properties (GLPI) just added Michael Borofsky as a new independent director, bringing a deep investing and operating background that could subtly influence how this REIT allocates capital and pursues growth. See our latest analysis for Gaming and Leisure Properties. Zooming out, GLPI’s 1 month share price return of 3.79 percent contrasts with a softer 90 day share price return of negative 3.67 percent, while its 5 year total shareholder return of 43.22 percent points to...

NNN REIT, Inc. recently entered into a US$300,000,000 senior unsecured term loan agreement with Wells Fargo as administrative agent, featuring a six-month delayed draw period, an accordion option up to US$500,000,000, and a maturity in 2029 with two potential one-year extensions. By layering in forward-starting swaps that fix SOFR on US$200,000,000 of this capacity and removing the SOFR credit spread adjustment on its revolver, NNN REIT has increased its financial flexibility while...

Earlier this month, e.l.f. Beauty launched Glow Up!, an immersive Roblox makeup experience for players 13+ that features a layered, high-fidelity virtual makeup system, community “livestream” challenges, and inclusive characters championing women in sports, business, music, and gaming. The launch extends e.l.f.’s broader Roblox ecosystem, alongside e.l.f. UP! and Fortune Island, using gaming, entrepreneurship, and financial literacy experiences to deepen engagement with Gen Z and Gen Alpha...

In December 2025, Red Cat Holdings, Inc. was added to the S&P Aerospace & Defense Select Industry Index and simultaneously removed from the S&P Technology Hardware Select Industry Index. This shift in index classification highlights the market’s view of Red Cat as more closely aligned with aerospace and defense exposure than traditional hardware. Next, we’ll examine how Red Cat’s inclusion in the S&P Aerospace & Defense Select Industry Index shapes its investment narrative for...

In recent weeks, Nu Holdings moved to broaden its footprint by securing new bank charters in Mexico, Brazil, and the U.S. while rolling out additional products such as a Brazilian private credit ETF and small-business services across Latin America. This push into full banking licenses and investment products signals Nu’s intent to deepen monetization, diversify revenue sources, and reinforce its position as a digital-first financial platform in the region. Next, we’ll examine how Nu’s...

Hancock Whitney (HWC) has quietly built a strong multi year track record, and the stock’s recent climb, up about 11% over the past month and 24% in the past year, is drawing fresh investor attention. See our latest analysis for Hancock Whitney. That momentum is not a one off spike, with the roughly 11% 1 month share price return building on a solid multi year total shareholder return profile as investors steadily re rate Hancock Whitney’s growth and risk outlook. If Hancock Whitney’s steady...

Recently, several Wall Street firms including Keefe, Bruyette & Woods, Barclays, and JP Morgan reiterated their views on Anywhere Real Estate, highlighting its position in residential brokerage and related services. Together with televised commentary from Jim Cramer, these reactions underscore how divided professional and media opinions remain on the outlook for traditional real estate service providers. Next, we’ll explore how this mix of fresh analyst support and public skepticism may...

If you are wondering whether Bloom Energy is still worth pursuing after its huge run, or if the easy money has already been made, this article unpacks what the market might be getting right and wrong about the stock. The share price has cooled slightly in the very short term, slipping around 0.8% over the last week and 1.3% over the past month. However, that comes after a 280.1% year-to-date gain and a 267.0% increase over the last year. Behind those moves, investors have been reacting to a...

Euronet Worldwide has been recognized with Mastercard's Excellence in Agility award for its innovative approach to credit issuance. This accolade highlights the impact of Euronet's acquisition of CoreCard, which facilitated swift deployment of Mastercard credit programs, significantly enhancing the company's issuing capabilities. The award was granted for Euronet's rapid commercial credit program development, including features like advanced loyalty models and digital wallet provisioning,...

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Wondering if Ford Motor's stock is still a value play after its big run, or if you have already missed the sweet spot? This breakdown will help you decide whether it deserves a place in your portfolio. Ford is trading at $13.47 after slipping 1.3% over the last week, but that comes on the back of a 5.0% gain over the past month, a 39.6% jump year to date, and a 46.1% rise over the last year, nearly doubling over 5 years with a 99.7% total return. Recent headlines have focused on Ford's...

Workiva announced that Barbara Larson will become Chief Financial Officer and Executive Vice President in January 2026, with CEO Julie Iskow serving as interim CFO and Treasurer from late December 2025 until Larson assumes the role. This leadership transition brings in a finance executive with experience at SentinelOne, Workday, VMware, TIBCO, Symantec, and Equifax’s board, as Workiva pursues global growth and broader adoption of its AI-powered reporting platform. Next, we’ll examine how...

RXO (RXO) is back in focus after a string of cautious analyst updates and a negative outlook revision from S&P Global, all pointing to the same issue: margin pressure is getting harder to ignore. See our latest analysis for RXO. The market has been quick to price in those tightening margins, with RXO’s 7 day share price return of minus 9.6 percent and a year to date share price return of minus 42.7 percent underscoring fading momentum despite a recent 30 day share price rebound of 18.2...

Old National Bancorp (ONB) just pulled investors into a legal drama by suing Bell Bank and eight former employees over alleged coordinated resignations, trade secret misuse, and customer poaching at key Minnesota branches. See our latest analysis for Old National Bancorp. At around $23.35, Old National’s recent momentum looks constructive, with a 1 month share price return of 10.66 percent and a 1 year total shareholder return of 10.57 percent suggesting investors are cautiously rewarding its...

In its recently reported third quarter, Federated Hermes posted revenue growth of 14.9% year on year, beating analyst estimates by 5.5% and delivering a stronger-than-expected earnings performance. This upside surprise was powered by record net sales of equity funds and rising demand for the firm’s MDT equity and alternative quantitative strategies, underscoring investor appetite for its quantitative capabilities. Next, we’ll examine how this earnings beat, underpinned by record equity fund...

Cytokinetics has secured U.S. FDA approval for MYQORZO (aficamten) tablets to treat adults with symptomatic obstructive hypertrophic cardiomyopathy, its first approved medicine and one that comes with a boxed warning and a REMS program due to heart failure risk. The label’s flexible dosing, lack of mandatory drug–drug interaction monitoring, and supporting Phase 3 SEQUOIA-HCM data could meaningfully influence how cardiologists position MYQORZO against existing therapies in oHCM care. We’ll...

Bausch Health Companies Inc. has reported past results of its exchange offers, with Existing Senior Secured Notes tendered for up to US$1.60 billion in new 10.00% Senior Secured Notes due 2032 issued by subsidiary 1261229 B.C. Ltd. The very large US$2.69 billion of notes submitted by the early tender time highlights strong creditor participation in reshaping Bausch Health’s debt profile. We’ll now examine how this large-scale debt exchange, especially extending maturities to 2032, feeds into...

Joby Aviation (JOBY) has quietly traded higher this month, and that move is getting harder for investors to ignore. With shares up about 9% in the past month and 76% year to date, the market is clearly reassessing its long term air taxi story. See our latest analysis for Joby Aviation. That surge sits within a much bigger move, with a roughly 76% year to date share price return and an even stronger 3 year total shareholder return above 300%. This suggests momentum is building as investors...