U.S. Leisure Stock News

NYSE:ARI
NYSE:ARIMortgage REITs

What Apollo Commercial Real Estate Finance (ARI)'s Return To Full-Year Profitability Means For Shareholders

Apollo Commercial Real Estate Finance recently reported its fourth-quarter 2025 results, with net income of US$29.2 million and earnings per share of US$0.18, alongside full-year net income of US$126.72 million after a prior-year loss. The shift from a full-year net loss in the previous period to profitability in 2025 highlights a significant turnaround in the company’s earnings profile. Now, we’ll examine how this move back to full-year profitability reshapes Apollo Commercial Real Estate...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron’s Early HBM4 Ramp And Massive US Buildout Test Valuation

Micron Technology has started volume production of its next generation HBM4 memory a quarter earlier than planned. The company reports its entire 2026 HBM capacity is already committed under multi year agreements. Micron is investing US$100b in a new semiconductor facility in New York and committing a further US$200b to expand DRAM production. For investors watching NasdaqGS:MU, this news comes on top of a share price of US$411.66 and very strong multi year returns. The stock is up 10.3%...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

A Look At Freddie Mac (OTCPK:FMCC) Valuation After Q4 And Full-Year 2025 Earnings And Conservatorship Concerns

Federal Home Loan Mortgage (FMCC) is back in focus after reporting Q4 and full-year 2025 results, with net income down 14% in the quarter and 10% for the year. See our latest analysis for Federal Home Loan Mortgage. The Q4 and full year earnings update comes after a tough stretch for the share price. The 1 month share price return shows a decline of 9.77% and the 90 day share price return shows a decline of 32.46%. However, the 1 year total shareholder return of 6.45% and a very large 3 year...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Cloud AI Update - Nordic Expansion Fuels AI Infrastructure Growth in Finland

3 E Network Technology Group Limited has announced the strategic positioning of its Mikkeli, Finland project as a Nordic Compute Gateway, enhancing its global AI compute strategy. This initiative aims to expand AI infrastructure in the Nordic region, leveraging Finland's geopolitical stability and low-carbon resources. The project responds to evolving demands in high-performance computing by deploying AI-native nodes adapted for next-generation chip architectures. The development highlights a...
NYSE:AR
NYSE:AROil and Gas

Antero Resources Reshapes Footprint With Early HG Energy Deal Completion

Antero Resources (NYSE:AR) has closed its acquisition of HG Energy ahead of schedule. The deal expands core acreage and drilling inventory in West Virginia and is the largest transaction in Antero’s history. The company paired the acquisition with a sale of non core Ohio Utica assets, reshaping its operating footprint. Management highlights a longer inventory life, cost reductions, and room for further debt reduction and share repurchases. For investors watching NYSE:AR, this update comes...
NYSE:AEM
NYSE:AEMMetals and Mining

Is It Too Late To Consider Agnico Eagle Mines (AEM) After Its 125% One Year Surge?

If you are wondering whether Agnico Eagle Mines is priced attractively after its strong run, this article will walk you through how the market might be valuing the stock today. The share price recently closed at US$216.59, with returns of 2.2% over 7 days, 9.7% over 30 days, 27.1% year to date and 125.4% over 1 year. The 3 year and 5 year returns sit at very large multiples of the starting price. Recent coverage of Agnico Eagle Mines has focused on its position as a major precious metals...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After Upgraded Earnings Outlook And Tia Maria Project Updates

Why Southern Copper is back in focus Southern Copper (SCCO) is drawing fresh attention after earnings estimates were revised upward, alongside updates on its Tia Maria expansion plans, production mix at Buenavista, and a continued combination of cash and stock dividends. See our latest analysis for Southern Copper. The recent news builds on strong market interest, with a 59.26% 3 month share price return and a 1 year total shareholder return of 116.70%, indicating that momentum has been...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

How Strong 2025 Results and MRD-Focused 2026 Guidance At Adaptive Biotechnologies (ADPT) Has Changed Its Investment Story

In early February 2026, Adaptive Biotechnologies reported full-year 2025 results showing sales of US$276.98 million versus US$178.96 million a year earlier, and a net loss of US$59.5 million versus US$159.49 million, with basic loss per share from continuing operations improving to US$0.39 from US$1.08. On the same day, the company issued 2026 guidance for its measurable residual disease (MRD) business, projecting full-year revenue between US$255 million and US$265 million while withholding...
NasdaqGS:RNW
NasdaqGS:RNWRenewable Energy

ReNew Energy Global (NasdaqGS:RNW) Returns To Quarterly Loss And Tests Bullish Profitability Narrative

ReNew Energy Global (NasdaqGS:RNW) just posted Q3 2026 results with revenue of ₹25.1b and a small net loss of ₹198m, translating to basic EPS of ₹0.54 loss, setting a very different tone from the profits seen earlier in the year. The company has seen quarterly revenue move from ₹18.5b in Q3 2025 to ₹29.0b in Q4 2025, then to ₹39.0b in Q1 2026 and ₹36.3b in Q2 2026, with EPS swinging from a ₹10.70 loss in Q3 2025 to positive ₹6.91, ₹14.14 and ₹12.87 across those subsequent quarters before...
NYSE:CVI
NYSE:CVIOil and Gas

Is CVR Energy (CVI) Pricing Reflect Its DCF Upside After Recent Share Price Weakness

If you are wondering whether CVR Energy's current share price really lines up with its underlying worth, you are in the right place because this article focuses squarely on what the numbers say about value. The stock closed at US$23.17, with a 7 day return of 4.3% decline, a 30 day return of 0.6% decline, a year to date return of 8.0% decline, a 1 year return of 25.3%, a 3 year return of 12.8% decline and a 5 year return of 95.6%. Recent price moves sit against a backdrop of ongoing interest...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Constellation Energy Weighs Rate Caps Data Center Deals And Calpine Acquisition

Regulators in the Mid Atlantic region are proposing electricity rate caps that could affect Constellation Energy’s wholesale power revenues. Constellation Energy, ticker NasdaqGS:CEG, has secured all of its PJM auction capacity at the approved price cap. The company recently announced long term power agreements with large data center customers including Microsoft, Meta Platforms, and CyrusOne. Constellation is pursuing a US$26.6b acquisition of Calpine, expanding its generation footprint...
NYSE:GOLD
NYSE:GOLDRetail Distributors

COO Exit After Tether Funding Puts Gold.com Leadership Alignment In Focus

Chief Operating Officer Brian Aquilino has sold all his shares and options in Gold.com, exiting his personal position. The sale and full divestment came shortly after Gold.com received significant investment from Tether. The timing links a major insider exit with a high profile capital injection into NYSE:GOLD. For investors watching NYSE:GOLD, this mix of a fresh Tether investment and a full insider exit puts the focus squarely on alignment between management and shareholders. The stock...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Assessing Silicon Motion Technology (NasdaqGS:SIMO) Valuation After Strong 2025 Results And Upbeat 2026 Guidance

Silicon Motion Technology (SIMO) has attracted fresh attention after reporting fourth quarter and full year 2025 results alongside upbeat guidance for early 2026, followed by a special cash dividend announcement. See our latest analysis for Silicon Motion Technology. The recent results and 2026 guidance arrived alongside a strong run in the shares, with a 60.71% 3 month share price return and a 136.29% 1 year total shareholder return suggesting momentum has been building, despite a 1.50% 1...
NYSE:MOH
NYSE:MOHHealthcare

A Look At Molina Healthcare (MOH) Valuation After Profit Slump Guidance Cut And Impairment Charge

Molina Healthcare (MOH) has drawn fresh attention after reporting a quarterly net loss, sharply lower full year profits, cautious 2026 guidance, and an expected US$93 million non cash impairment on intangible assets. See our latest analysis for Molina Healthcare. The recent quarterly loss, softer profit profile, impairment charge and more cautious 2026 outlook have come alongside a sharp 30 day share price return of 29.28% decline and a 1 year total shareholder return of 49.60% decline. This...
NYSE:LUV
NYSE:LUVAirlines

Southwest Airlines (LUV) Is Down 5.5% After Pivot To Fees, Premium Seats And Starlink WiFi – Has The Bull Case Changed?

In early February 2026, Southwest Airlines announced a major shift in its business model, rolling out assigned seating, bag fees, premium seating options, and a plan to equip hundreds of aircraft with SpaceX’s Starlink WiFi, while also declaring a quarterly US$0.18 per-share dividend and confirming two board resignations effective February 23, 2026. This combination of cabin upgrades, new ancillary revenue levers, and governance changes marks a broad reset of how Southwest manages both its...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Will Adding Real Estate Veteran to Board Shape Cipher Mining's (CIFR) AI Infrastructure Pivot Narrative?

Earlier this week, Cipher Mining Inc. added real estate investment specialist Thomas Duda to its Board of Directors, aiming to support its pivot toward large-scale data center development for bitcoin mining and high-performance computing hosting. Duda’s two decades of experience in commercial real estate and infrastructure investing underscore how critical property selection, leasing, and long-term asset management are becoming to Cipher’s evolving business model. We’ll now examine how...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Return To Profit, Buybacks And New CFO Might Change The Case For Investing In BXMT

On February 11, 2026, Blackstone Mortgage Trust, Inc. reported fourth-quarter and full-year 2025 results showing a move back to net profitability, confirmed a largely performing loan book, completed a US$138.61 million share repurchase program, and appointed Deputy CFO Marcin Urbaszek as Chief Financial Officer, Treasurer and Assistant Secretary following Anthony Marone’s resignation from those roles. Together, the restored earnings, portfolio clean-up and orderly finance leadership...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

Has BridgeBio Pharma (BBIO) Run Too Far After 112% One Year Share Price Surge?

If you are wondering whether BridgeBio Pharma's share price still reflects good value or has run too far, it helps to step back and look at what the current valuation is really telling you. The stock last closed at US$75.25, with a 3.8% gain over the past week, a 1.3% decline over the past month, a 3.8% decline year to date, and a 112% return over the last year, plus a very large return over three years that is more than 7x. These sharp moves have been accompanied by regular clinical and...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Applied Optoelectronics’ Texas Expansion Puts AI Growth Hopes To The Test

Applied Optoelectronics, NasdaqGM:AAOI, has announced a major expansion with a new manufacturing facility in Sugar Land, Texas. The multi million dollar project is designed to scale production of optical transceivers for AI and data center customers. The company plans to create 500 local jobs as part of this U.S. manufacturing build out. Applied Optoelectronics, trading at around $44.46, is drawing fresh attention with this U.S. expansion move. The stock has seen a 20.0% return over the...