U.S. Mortgage Finance Stock News

Madison Square Garden Entertainment Corp. has released its fourth-quarter and full-year results for the period ended June 30, 2026, reporting quarterly revenue of US$196.32 million and a quarterly net loss of US$9.99 million, alongside full-year revenue of US$1.06 billion and net income of US$66.19 million. While the latest quarter showed a loss, the company’s full-year earnings per share from continuing operations almost doubled, highlighting a stronger overall profitability picture...

In August 2026, Target Corporation reported second-quarter results showing higher sales of US$26,539 million and net income of US$1,877 million, and raised its full-year 2026 guidance for net sales growth, operating margin around 6%, and GAAP EPS to US$9.90–US$10.90, including sizable tariff refund benefits. Alongside these stronger earnings and upgraded outlook, Target expanded its financial flexibility with a new US$4.0 billion unsecured revolving credit facility and sharpened its...

Earlier this month, Marvell Technology disclosed an expanded custom AI chip partnership with Alphabet’s Google, including AI inference accelerators, storage and network interface controllers, and a warrant giving Google the right to buy up to about 7% of Marvell’s shares as it reaches multi‑billions in chip purchases. This structure effectively links Google’s long-term AI infrastructure spending to Marvell’s business pipeline while gradually granting Google a multi-billion dollar ownership...

Resideo Technologies (REZI) just paired a swing back to profit with fresh earnings guidance for 2026 and confirmed Shane Harrison as incoming Chief Financial Officer, a mix that can reset how investors frame the stock. See our latest analysis for Resideo Technologies. Despite the earnings rebound and CFO update, Resideo Technologies’ recent share price return tells a different story, with the stock down 41.31% over 30 days and 42.35% year to date, while the 3 year total shareholder return of...

Earlier in August 2026, Revvity, Inc. launched the SuperFlex prenatal screening system, a compact, CE-IVDR certified immunoassay platform designed to deliver rapid, high-quality preeclampsia and biochemical prenatal testing for lower-volume laboratories and clinics across CE-markets, with Asia-Pacific rollout planned for late 2026. By enabling decentralized, random-access prenatal screening with minimal reagent waste and LifeCycle software integration, SuperFlex directly broadens access to...

Recently, Einride AB announced plans to deploy 500 Tesla Semis across its Saga AI freight platform in North America, tripling Einride’s electric truck fleet and supporting shippers such as Amazon across major U.S. freight corridors over the next 24 months. At the same time, Tesla is grappling with its largest-ever recall in China over emergency door-release safety concerns, underscoring how its push into autonomous services, energy storage, and robotics is unfolding alongside heightened...

In August 2026, Simon Property Group reported higher second-quarter and first-half 2026 revenues year over year but lower quarterly net income and earnings per share, while maintaining flat earnings per share over the first six months. The company also raised its full-year 2026 earnings guidance range, increased its common dividend, affirmed preferred dividends, and completed a share repurchase tranche, highlighting an emphasis on capital returns alongside operating performance. We’ll now...

Bicara Therapeutics recently announced a broad set of leadership changes, including the planned transition of President and COO Ryan Cohlhepp to CEO in 2027, a new CFO appointment, and multiple senior promotions and hires across operations, business, and legal functions to support its next phase of execution. These leadership moves come as Bicara prepares for the potential commercialization of ficerafusp alfa in HPV‑negative head and neck cancer, aligning its management team around...

Ormat Technologies recently launched two next-generation enhanced geothermal system (EGS) pilot projects in Nevada with Sage Geosystems and SLB, aiming to supply baseload clean power to AI-focused data centers across the Western U.S. The company views these EGS pilots as a way to extend geothermal power to locations chosen by hyperscalers and utilities, potentially widening its addressable market for long-term clean energy contracts. Next, we will examine how Ormat’s Nevada EGS pilots...

In August 2026, DoorDash announced that Kohl’s joined its Marketplace alongside Barnes & Noble and Carter’s, giving customers access to apparel, home goods, and back-to-school essentials from more than 1,100 Kohl’s stores for rapid delivery across tens of thousands of US ZIP codes. On the same day, Kohl’s board declared a regular quarterly dividend of US$0.125 per share, signaling continued cash returns to shareholders while the company expands its convenience-focused retail offering through...

Earlier this week, Excelerate Energy highlighted that more than 90% of its adjusted EBITDA is now backed by long-term, take-or-pay contracts, increasing earnings visibility and margin stability against a backdrop of global geopolitical uncertainty. This tightening link between Excelerate’s earnings base and contracted LNG demand has drawn renewed investor attention to how resilient its cash flows may be across different market conditions. Building on this shift toward highly contracted...

Oil above US$100, fresh US tariffs on Singapore exports and rising geopolitical risk have pushed energy security back into focus. Investors are again weighing who might benefit from tighter supply chains and who could face higher costs or trade friction. This article walks through how that backdrop links to the Global Energy and Oil Producers screener and highlights 3 stocks exposed to these headlines that may merit a closer look. The three stocks below are just a starting sample, as the full...

Everest Group (NYSE:EG) recently declared a dividend of US$2.00 per common share, payable on or before 25 September 2026 to shareholders of record as of 9 September 2026. See our latest analysis for Everest Group. At a share price of US$370.06, Everest Group has delivered a 10.64% year to date share price return and a 10.25% total shareholder return over the past year, with recent commentary about slower sales and earnings weighing against its otherwise steady 5 year total shareholder return...

On August 20, 2026, Zero Networks and NTT DATA each announced expanded alliances with Palo Alto Networks to deepen integrations across zero-touch containment, AI traffic inspection, and end-to-end cybersecurity services for highly regulated industries. By tying Zero Networks’ microsegmentation and AI governance to Palo Alto’s platforms while NTT DATA targets US$1.00 billion in joint business, these partnerships push Palo Alto Networks further toward being a central orchestrator of AI-era...

Dun & Bradstreet and nCino recently announced a past alliance to embed D&B’s verified business identity and risk data into nCino’s Client Lifecycle Management platform, initially rolling out to EMEA institutions beyond the UK. This integration aims to cut duplicate Know Your Customer work by using a single, audit-ready data source across onboarding, loan origination, and continuous client monitoring. Next, we’ll examine how embedding D&B’s continuous risk and ownership monitoring inside...

Turning Point Brands’ FRE brand recently launched FRE Labs, an online-only, consumer-powered flavor innovation platform offering small-batch, limited-edition nicotine products like the new Blackberry Lemon Ice in 6mg and 12mg strengths for existing adult users 21+. This initiative gives FRE loyalty members and adult consumers a direct voice in deciding which experimental flavors return, potentially earn a permanent place in the portfolio, and shape the brand’s longer-term product...

In August 2026, Anterix Inc. filed an US$88.68 million shelf registration to offer 1,000,000 common shares for an ESOP-related transaction, shortly after reporting first-quarter fiscal 2026 sales of US$1.96 million and net income of US$0.24 million for the period ended June 30, 2026. While revenue increased compared to a year earlier, the sharp drop in net income versus the prior period and the planned ESOP-linked equity issuance together highlight how Anterix is balancing employee ownership...

What eToro Group’s latest earnings tell you eToro Group (ETOR) released second quarter 2026 results on 11 August, giving investors fresh detail on how its multi asset trading platform is performing ahead of two investor conference appearances. The company reported second quarter revenue of US$1,593.12 million compared with US$2,094.24 million a year earlier, while net income was US$53.48 million versus US$30.19 million, offering a mixed picture of top line and bottom line performance. See our...

Services activity in the US is described as the strongest in 20 months, even as manufacturing cools. That kind of split often rewards founder led companies that can adapt quickly and reallocate capital with conviction. Investors who focus only on broad indices may miss these founder driven stories. This article highlights 3 stocks from the Top Founder-Led Companies screener that show how this theme plays out today. The three stocks below are only a starting sample. The full founder led screen...

Rush Enterprises recently reported that softer end-market demand has contributed to lower sales, earnings per share and returns on capital over the last two years, even as its latest quarterly results showed slightly reduced revenue but relatively resilient profitability. An important takeaway is the company’s growing reliance on higher-margin aftermarket parts, service and leasing to offset weaker new truck sales, highlighting a shift in where its profits are generated. Next, we’ll examine...

Recent valuation work on Construction Partners (ROAD) highlights a split picture. Discounted cash flow analysis suggests potential upside, while market multiples point closer to fair value, all against a backdrop of new infrastructure and AI data center contracts. See our latest analysis for Construction Partners. Construction Partners’ share price has been choppy in recent weeks, with a 1-month share price return of 8.6% but a 7-day decline of 7.7%. The 1-year total shareholder return is...

Delek Logistics Partners (DKL) has completed a $200 million follow-on equity offering of 4,000,000 common units at $50 per unit, with Huntington Securities and Citizens JMP Securities joining as co-lead underwriters. See our latest analysis for Delek Logistics Partners. Since the follow-on equity offering was priced at US$50, Delek Logistics Partners’ latest close at US$54.13 reflects positive share price momentum over 2026, while the 1-year total shareholder return of 36.39% and 5-year total...

In its recently reported fiscal third quarter of 2026, Donaldson Company, Inc. posted year-over-year sales growth in its Mobile Solutions and Life Sciences segments and advanced its acquisition program, while also lifting its quarterly dividend and continuing share repurchases. Together with analysts’ expectations for higher upcoming quarterly earnings and revenue, this combination of segment momentum, portfolio expansion, and capital returns is reshaping how investors assess Donaldson’s...

NXP Semiconductors has broken ground on a new assembly and test factory in Petaling Jaya, Malaysia, expanding its long-standing local site to about 900,000 square feet of highly automated production space that is intended to bolster its global manufacturing footprint and supply chain resilience. The project is designed to more than double the site’s output and to underpin NXP’s broader hybrid manufacturing network, including planned support for joint ventures in Singapore and Germany while...