U.S. Mortgage REITs Stock News

Evercore recently announced that Kaan Kesedar has joined as a Senior Managing Director in its London-based Financial Sponsors Group, adding nearly 20 years of investment banking experience from Citi, Credit Suisse, and Accenture. Alongside this senior hire, Evercore’s upcoming fourth-quarter and full-year 2025 results call is drawing attention to its earnings profile and analyst expectations. We’ll now examine how Evercore’s combination of a high-profile Financial Sponsors hire and...

Why AngloGold Ashanti (AU) Is On Investors’ Radar Today AngloGold Ashanti (AU) has attracted fresh attention after recent trading, with the stock last closing at $101.36. For investors watching gold miners, the current share price and recent returns are prompting closer scrutiny. See our latest analysis for AngloGold Ashanti. While the share price has recently seen a 5.13% 1 day decline to $101.36, the 30 day share price return of 12.62% and very large 1 year total shareholder return of...

Caterpillar (CAT) is back in focus as investors weigh fresh commentary on its role supplying engines and turbines for AI-driven data centers, alongside a leadership change in its core Construction Industries segment. See our latest analysis for Caterpillar. The recent leadership change in Construction Industries and fresh attention on Caterpillar's role in powering AI-related data centers come alongside a 30 day share price return of 10.81%, a 90 day share price return of 23.99% and a 1 year...

FedEx’s planned spin-off of FedEx Freight, supported by new multi-year credit facilities and board changes, marks a significant reshaping of its business structure announced earlier this month. Because FedEx Freight generates a meaningful share of FedEx’s operating income, separating it into a standalone public company could change how investors assess the core parcel and logistics operations. We’ll now examine how the planned FedEx Freight spin-off may reshape FedEx’s investment narrative,...

In January 2026, Rigetti Computing revised its roadmap, pushing general availability of its 108-qubit Cepheus-1-108Q modular quantum system to around the end of the first quarter to allow more time for testing and performance optimization. At the same time, Rigetti secured a purchase order to deliver a 108-qubit system to India’s Centre for Development of Advanced Computing, underscoring early commercial interest in its modular quantum architecture despite execution delays. With the...

Mountain Commerce Bancorp FY 2025 Earnings Snapshot Mountain Commerce Bancorp (MCBI) has wrapped up FY 2025 with fourth quarter revenue of about US$10.4 million and EPS of US$0.37, alongside trailing 12 month revenue of roughly US$41.6 million and EPS of US$1.78. Over recent periods, revenue has moved from US$9.2 million in Q4 2024 to US$10.4 million in Q4 2025, while quarterly EPS has ranged from US$0.33 to US$0.62, giving investors a clear view of how the income line has tracked through the...

In recent days, T1 Energy has come under pressure after a short-seller report alleged regulatory, legal, and operational risks, including questions over 45X tax credit eligibility, ties to China-based Trina Solar, and a lawsuit from RWE Clean Energy over alleged misrepresentation and failure to deliver compliant solar modules. The report also flags a U.S. Customs probe into possible tariff evasion and discrepancies in reported sales and receivables, sharpening concerns around T1 Energy’s...

If you are wondering whether NetApp at around US$97 per share still offers value, you are not alone. This article walks through what the current price might mean for long term investors. The stock has seen a 9.8% decline over the last 7 days and a 12.5% decline over the last 30 days, on top of an 8.8% decline year to date and a 21.4% decline over the last year, even though the 3 year and 5 year returns sit at 56.1% and 58.6% respectively. These moves have come alongside ongoing interest in...

Transocean (RIG) has attracted fresh attention after its shares touched a 52-week high of US$4.56, coinciding with new drilling contracts in Brazil and Australia and contract extensions that expanded its backlog. See our latest analysis for Transocean. The fresh contracts and 52-week high come alongside solid recent momentum, with a 1-day share price return of 7.67% and a 30-day share price return of 15.46%. The 1-year total shareholder return of 19.64% contrasts with a 3-year total...

In January 2026, Rumble Inc. announced an exclusive video and live streaming distribution agreement for the relaunched Dan Bongino Show, which will air weekdays from 10:00 a.m. to 12:00 p.m. ET starting February 2, 2026, with audio distributed broadly and Westwood One handling ad sales. This deal deepens Rumble’s content portfolio with a high-profile independent media voice, reinforcing its role as a destination for long-form, in-depth commentary and live engagement. We’ll now examine how...

In January 2026, Blackhawk Network expanded digital gift card access through PayPal, while PayPal also announced new integrations spanning Microsoft’s Copilot AI shopping, april’s free tax-filing for U.S. debit card users, and Paychex’s employee benefits marketplace via PayPal Direct Deposit. Together, these moves show PayPal pushing deeper into everyday financial tasks and AI-powered commerce, aiming to keep users inside its wallet-centered ecosystem for more services. We’ll now examine how...

Cummins (CMI) is back in focus after reporting record revenue in its distribution segment and attracting strong institutional interest, while also securing a US$2.1 million grant to advance hybrid mining truck systems. See our latest analysis for Cummins. That backdrop of record distribution revenue, strong institutional buying and fresh funding for low emission mining trucks has come alongside strong momentum, with a 39.33% 3 month share price return and a very large 5 year total shareholder...

Visa (NYSE:V) and Mastercard are reported to be nearing a court-approved settlement with major merchants that could adjust credit card acceptance rules and surcharging practices. The settlement would follow decades-long litigation between card networks and merchants over fees and acceptance terms. Separately, Visa is expanding B2B payment offerings, integrating loyalty solutions in travel partnerships, and renewing branding commitments in entertainment. Visa operates at the center of global...

Analyst sentiment shift puts Encore Capital Group (ECPG) in focus Recent analyst commentary on Encore Capital Group (ECPG), with multiple firms maintaining favorable ratings and lifting their outlooks, has pushed the stock back onto many investors’ watchlists as sentiment turns more optimistic. See our latest analysis for Encore Capital Group. Encore Capital Group’s share price has been relatively steady at $56.09 in the short term. However, a 26.61% 90 day share price return alongside a...

Dividend affirmation and earnings beat put HCI Group in focus HCI Group (HCI) is back on investors’ radar after reporting third quarter 2025 earnings per share of $4.90, well above the consensus forecast of $2.40. The result was supported by a favorable net loss ratio and lower litigation frequency. On top of the earnings surprise, the board declared a regular quarterly cash dividend of $0.40 per common share, payable March 20, 2026 to shareholders of record at the close of business on...

Earlier this week, President Trump called off planned tariffs on European allies after a meeting that produced a framework for a future deal involving Greenland and the Arctic region, easing immediate trade tensions. This shift in trade policy reduced concerns about inflation and geopolitical risk, creating a more supportive backdrop for technology and growth-oriented names such as Stride. With this easing of transatlantic tariff concerns as a backdrop, we’ll now consider how it influences...

Strategy (NasdaqGS:MSTR) has acquired more than 22,000 Bitcoin in a single week, its largest purchase since 2024. The company financed the move with a mix of new common equity and perpetual preferred stock, shifting away from convertible debt. Strategy now holds over 700,000 BTC, reinforcing its role as a large listed Bitcoin treasury owner. Institutional investors, including a Louisiana state pension fund and major ETF sponsors, have increased their direct or indirect exposure to...

Lockheed Martin secured new international deals, including Mexico's first C-130J-30 Super Hercules airlifter, the first of its kind in Latin America. The company also won a significant PAC-3 missile maintenance contract, reinforcing demand for its defense systems. Lockheed Martin is expanding global production capacity in response to higher geopolitical tensions and increased defense demand. For investors tracking NYSE:LMT, these contract wins come with the stock trading at $586.23,...

In recent months, Sandisk has benefited from intense AI-driven demand for NAND flash memory, supply shortages that allowed higher pricing, and strong data center and edge segment results after its spin-off from Western Digital. An underappreciated angle is how Sandisk’s pure-play focus on flash memory, reinforced by hyperscaler SSD testing and patent peace with IPValue, has sharpened its position in the AI infrastructure supply chain. We’ll now examine how Sandisk’s AI-related flash memory...

Institutional buying puts American Axle & Manufacturing Holdings (AXL) in focus SAMSON ROCK CAPITAL LLP has disclosed the purchase of more than 1 million American Axle & Manufacturing Holdings (AXL) shares, a move that brings fresh attention to the stock and its recent performance. See our latest analysis for American Axle & Manufacturing Holdings. The SAMSON ROCK CAPITAL LLP purchase comes as momentum in American Axle & Manufacturing Holdings has been picking up, with a 30 day share price...

Terex Corporation (NYSE:TEX) has appointed Namita Jindal as Senior Vice President and Chief AI and Data Officer. Jindal will lead the company’s AI, data and broader digital transformation efforts. The new leadership role signals a company wide push to use data and automation across operations. Terex, a global manufacturer of lifting and material handling equipment, is increasing its focus on how software, data and connected machines fit alongside its core hardware business. Across...

Riot Platforms stock snapshot Riot Platforms (RIOT) has drawn investor attention recently, with its shares closing at US$17.25 and showing mixed performance across different time frames, including a monthly gain and a decline over the past 3 months. See our latest analysis for Riot Platforms. The recent 19.79% 1 month share price return, alongside a 21.82% year to date share price gain but a 15.81% 3 month share price decline, suggests momentum has been choppy. At the same time, the 1 year...

WD-40 Company recently reported first-quarter 2026 results, with sales of US$154.42 million edging above the prior year while net income and earnings per share were slightly lower, and the company also completed a share repurchase of 124,000 shares for US$28.19 million under its existing program. At the same time, management reaffirmed its fiscal 2026 guidance for higher full-year net sales, operating income, and diluted earnings per share compared with 2025 pro forma results, underscoring...

Boston Scientific (NYSE:BSX) announced a $14.5b agreement to acquire Penumbra, expanding its reach in cardiovascular, neurovascular, and vascular markets. The company also agreed to acquire Valencia Technologies, adding the FDA-approved eCoin System for urinary incontinence to its Urology portfolio. Both transactions come in quick succession and are positioned as key steps in broadening Boston Scientific's product base and clinical coverage. For investors watching NYSE:BSX, these back to...