U.S. Industrial REITs Stock News

IREN Limited’s announcement that Microsoft has accepted its Horizon 1 data center, tested on NVIDIA (NVDA) GB300 NVL72 hardware and granted Exemplar Cloud status, gives investors another real-world reference point for NVIDIA’s AI infrastructure footprint. See our latest analysis for NVIDIA. NVIDIA’s recent run of AI infrastructure deals, including the Microsoft backed IREN deployment and new financing platforms with major asset managers, has been accompanied by a 30 day share price return of...

Berkshire Hathaway (BRK.B) continues to attract attention as investors weigh its sprawling businesses in insurance, rail, utilities, manufacturing, and retail against recent share price moves and the company’s latest reported financial figures. See our latest analysis for Berkshire Hathaway. Recent trading has taken some heat out of Berkshire Hathaway’s momentum, with the share price down 3.41% over the past week. However, a 3.20% 90 day share price return and 5.62% one year total shareholder...

In August 2026, Protagonist Therapeutics reported a sharp swing to profitability, posting second-quarter net income of US$162.85 million and diluted earnings per share from continuing operations of US$2.29, compared with a loss a year earlier. Alongside this earnings turnaround, the company continued to utilize employee stock ownership plan shelf registrations, highlighting ongoing equity-based compensation as a meaningful part of its capital structure. With this earnings reversal now on the...

American Express (AXP) has just expanded its virtual card offering for U.S. commercial clients by integrating these cards into its @ Work platform and broadening travel related usage through Conferma to give companies more payment flexibility and tighter controls. See our latest analysis for American Express. At a share price of $342.48, American Express has seen short term share price momentum soften over the past month. Its 90 day share price return of 9.68% sits alongside a 1 year total...

Recent analyst commentary on Ryan Specialty Holdings (RYAN) has centered on a Q2 earnings beat and 6.7% organic growth, along with higher fair value estimates despite ongoing pressures in property pricing and expenses. See our latest analysis for Ryan Specialty Holdings. Despite the Q2 beat and higher fair value estimates, Ryan Specialty Holdings’ share price has slipped in the short term, with the 7 day share price return down 2.38% and the year to date share price return down 17.37%...

ICU Medical, Inc. reported past second-quarter 2026 results showing sales of US$551.68 million versus US$548.87 million a year earlier, with net income falling to US$19.09 million from US$35.34 million and diluted EPS from continuing operations easing to US$0.76 from US$1.43. Despite softer quarterly earnings, the company’s six-month net income more than doubled year on year and management raised full-year 2026 GAAP net income guidance to US$73 million–US$83 million and GAAP diluted EPS...

VICI Properties (VICI) recently completed a public offering of $1.75b in senior unsecured notes, with proceeds earmarked to repay part of its senior notes maturing in 2026 and drawing investor attention to the stock. See our latest analysis for VICI Properties. At a share price of $26.36, VICI Properties has seen its share price drift lower in recent months, with a 30 day share price return of 1.90% down and a 1 year total shareholder return of 13.64% down, which suggests recent refinancing...

In August 2026, SM Energy reported second-quarter 2026 results showing revenue of US$2,500 million and net income of US$1,071 million, alongside sharply higher oil, gas, and NGL production compared with the prior year. The company paired this strong operational and financial performance with higher production guidance, full redemption of its US$417 million 2027 senior notes, and completion of a US$96.12 million share buyback tranche funded with cash on hand. Against this backdrop of robust...

Alphabet (GOOGL) has been busy on multiple fronts in August, from a fresh client offer that bundles Google AI services with ASUS laptops to a sizeable US$25b bond sale and a rare quarter of negative free cash flow. See our latest analysis for Alphabet. Alphabet’s recent ASUS AI bundle, management reshuffle, bond issuance and first quarter of negative free cash flow sit against mixed share price momentum, with the stock down about 13% over three months but supported by a 70.13% 1 year total...

Perdoceo Education earnings and dividend move into focus Perdoceo Education (PRDO) is back on investors’ radar after reporting second quarter and first half 2026 results, lifting its quarterly dividend, and issuing fresh earnings guidance for the upcoming quarter and full year. See our latest analysis for Perdoceo Education. Against this backdrop, Perdoceo Education’s share price of $32.01 comes after a year-to-date share price return of 10.0%, while the 5-year total shareholder return of...

With global bond yields moving higher as investors reassess inflation risks, the hunt for power sources that are both reliable and less exposed to fuel price swings is back in focus. That puts nuclear energy stocks on many watchlists. This article walks through three stocks from the Nuclear Energy Stocks screener that help you get targeted exposure to the nuclear theme, with clear explanations of what each company brings to the table. The three nuclear energy stocks featured next are just a...

In the second quarter of 2026, Equitable Holdings reported revenue of US$1,658 million, a net loss of US$453 million, and basic loss per share of US$1.68, while six‑month results showed higher revenue of US$5,888 million and net income of US$168 million. Over the same April–June period, Equitable Holdings repurchased US$366 million of its own shares, completing US$2.81 billion of buybacks since early 2024 and signaling ongoing focus on capital return alongside mixed quarterly...

Why Albany International’s latest earnings and guidance matter for investors Albany International (AIN) drew fresh attention after reporting second quarter 2026 results alongside new revenue guidance for the third quarter. The company also updated investors on progress under its existing share repurchase program. See our latest analysis for Albany International. Over the past year Albany International’s share price has shown mixed momentum, with a 1 day share price return of 1.22% and a 7 day...

Earlier in August 2026, Broadridge Financial Solutions reported year-over-year increases in quarterly and full-year sales and net income, raised its annual dividend to US$4.36 per share, launched a new US$1,500.00 million buyback program after completing a prior one, and issued updated guidance. Broadridge also expanded its role in digital asset governance by enabling Web3-authenticated proxy voting for Payward Services' xStocks tokenized equities, tightening the link between...

Palomar Holdings, Inc. reported second-quarter 2026 results showing revenue of US$314.42 million and net income of US$52.59 million, and in July 2026 its board declared an initial quarterly cash dividend of US$0.45 per share, payable on September 2, 2026 to shareholders of record on August 19, 2026. The combination of higher revenue and earnings per share alongside the initiation of a regular dividend signals a shift toward returning cash to shareholders while highlighting the company’s...

Cisco Systems (CSCO) just reported record fiscal 2026 results alongside detailed 2027 guidance, yet the stock fell as investors focused on product margin pressure and higher AI hardware costs, despite strong top line figures. See our latest analysis for Cisco Systems. Despite the sharp 7 day share price return of down 8.03% and a 1 day move of down 1.58% after earnings, Cisco Systems still sits on a year to date share price return of 46.87%. Multi year total shareholder returns above 100%...

Quantum Computing Inc. recently reported second-quarter 2026 results showing sales rising to US$5.55 million with a smaller net loss of US$11.75 million, while also maintaining a strong cash position of about US$1.30 billion after completing several acquisitions. Management’s plan to keep pursuing targeted acquisitions in photonics, semiconductors and advanced manufacturing, backed by US$1.64 billion in assets and US$1.60 billion in equity, highlights an effort to build a broad technology...

Gap (GAP) is back in focus after its board authorized a third quarter 2026 dividend of $0.175 per share, as investors also look at the stock’s valuation and its expansion plans with Chalhoub Group. See our latest analysis for Gap. Gap’s fresh dividend decision and the Chalhoub partnership come after a mixed share price pattern, with the stock down 18.22% on a year to date share price return but posting a 118.60% three year total shareholder return, which points to strong longer term...

Triumph Financial (TFIN) reported quarterly results that topped revenue expectations, helped by strong net interest income and its focus on trucking finance, even as the stock fell 3.6% following the earnings release. See our latest analysis for Triumph Financial. At a share price of $78.22, Triumph Financial has seen a 90 day share price return of 23.65% and a 1 year total shareholder return of 45.47%. This suggests recent momentum has been building after some weaker longer term results. If...

Cyberattacks linked to the war in Ukraine are no longer just headlines about battlefields. They are spilling into warehouses, payment systems and logistics networks, and that pulls cybersecurity stocks into sharper focus for investors watching risk and opportunity. This article walks through three stocks exposed to these rising cyber threats, all flagged in our Cybersecurity Stocks screener, to help you judge where the news flow may be creating openings or adding extra caution signals. The...

Interface (TILE) shares drew fresh attention after the company reported second quarter 2026 results and raised full year sales guidance, supported by broad based demand, margin expansion, and continued execution of its One Interface plan. See our latest analysis for Interface. The share price reaction around the Q2 2026 earnings release and guidance raise sits within a strong run for Interface, with a 30 day share price return of 14.82% and a 90 day gain of 33.10%, while the 3 year total...

Why Zymeworks Stock Is Back In Focus After Q2 Results Zymeworks (ZYME) is back on investor watch after reporting a second quarter net loss of US$45.02 million and outlining plans tied to a potential zanidatamab decision and the Theravance Biopharma acquisition. The company also completed a share repurchase of 1,971,454 shares for US$49.4 million, equal to 2.7% of its stock, which adds another factor for you to consider when assessing Zymeworks today. See our latest analysis for Zymeworks. The...

Marcus & Millichap, Inc. recently reported that second-quarter 2026 revenue rose to US$202.92 million and net income reached US$3.91 million, marking a shift back to profitability and was accompanied by continued share repurchases under its 2022 buyback program. Alongside this earnings recovery, the company affirmed a regular US$0.25 per-share dividend and emphasized diversification into leasing and appraisal services, highlighting a focus on broadening revenue sources while returning cash...

In August 2026, Nomad Foods Limited reported second-quarter sales of €723.7 million and net income of €48.5 million, both lower than the prior year, alongside weaker first-half figures and reduced earnings per share. Despite softer revenue and profit, the company highlighted improved gross margins, resolved retailer disputes in Germany and France, and reaffirmed parts of its full-year outlook while lowering adjusted EPS guidance due to higher interest costs. Next, we’ll examine how margin...