U.S. Mortgage REITs Stock News

On September 8, 2025, Plains All American Pipeline, linked to Plains GP Holdings, completed a US$1.25 billion debt offering, including new covenants that affect operational flexibility and financial structure. This move is material for Plains GP Holdings, as changes in its underlying capital structure and debt covenants can influence future strategic and financial decisions. We'll now explore how the addition of US$1.25 billion in debt could impact Plains GP Holdings' investment narrative...

Oscar Health recently reaffirmed its full-year 2025 growth guidance and outlined cost-saving strategies during presentations at a major healthcare industry conference, despite near-term challenges like elevated medical costs and a recent earnings miss. This renewed focus on building the individual market and improving operational efficiency signals Oscar Health’s commitment to long-term profitability by 2026, reinforcing management’s confidence in its position within the evolving healthcare...

Life Time Group Holdings recently unveiled the debut of its LT Games, a hybrid-athlete competition held in partnership with Ten Thousand, with the inaugural event occurring at the Life Time Target Center in Minneapolis on October 25 and 26, 2025, drawing hundreds of athletes to take on 17 diverse fitness challenges. This innovative event highlights Life Time’s growing commitment to hybrid fitness, aiming to enhance member engagement and community building through new competitions and...

Earlier this week, XPO, Inc. presented at Morgan Stanley’s 13th Annual Laguna Conference, where management outlined operational performance and recent share buyback activity amid ongoing industry softness. An important update was their report of easing tonnage declines in August and the reaffirmation of third-quarter margin guidance, offering investors increased insight into how XPO is managing through freight market volatility. To unpack the impact of XPO’s operational resilience and...

In September 2025, Park Hotels & Resorts Inc. was downgraded by Citi analyst Nick Joseph following a presentation at the Barclays Global Financial Services Conference in New York, citing concerns about a softening revenue per available room (RevPAR) environment and ongoing challenges in consumer travel and hotel transactions. An important insight is that the analyst highlighted Park Hotels & Resorts' high dividend yield and potentially improving interest rate landscape as factors that may...

WeRide recently announced the commercial launch of its mass-produced Robotaxi GXR, offering 24-hour fully driverless ride-hailing service throughout Guangzhou’s Huangpu District, making it the world’s first autonomous ride-hailing service to operate point-to-point journeys across any location in a major city’s core urban area. This milestone highlights WeRide’s rapid transition from road testing to fully driverless urban operations in just eleven months, underlining its technical and...

Earlier this week, Boot Barn Holdings reported a 45% earnings gain for its first quarter along with 19% revenue growth, while its IBD SmartSelect Composite Rating increased to 96. This improvement in both financial performance and industry standing places Boot Barn Holdings among the leading companies in the Retail-Apparel/Shoes/Accessories sector. We'll now explore how Boot Barn's robust earnings growth impacts its longer-term investment narrative and prospects in specialty retail. We've...

On August 29, 2025, Klaviyo announced the appointment of Chano Fernández, a board member and former executive at Eightfold.ai and Workday, as Interim Executive Officer effective September 1, 2025, and the transition of Tony Weisman to Chairperson of the Compensation Committee. Fernández's background in scaling enterprise software organizations introduces fresh executive expertise, which could influence Klaviyo's operational approach in the near term. We’ll examine how Klaviyo’s interim...

In recent weeks, Dutch Bros reported robust same-shop sales growth and announced ambitious expansion plans to nearly double its store count to 2,029 locations by 2029, highlighting significant momentum across its U.S. operations. New menu innovations, successful loyalty program engagement, and the approval for new markets like Ohio showcase the brand’s broadening appeal and effectiveness of its national growth strategy. We'll explore how Dutch Bros’ accelerated store expansion targets may...

If you have Roku (ROKU) in your portfolio or on your watchlist, you probably noticed the recent buzz surrounding the company’s YouTube TV partnership. By bringing live sports, such as NFL Sunday Ticket and a variety of new sports channels, straight to users, Roku is positioning itself as a go-to platform for in-demand live programming. The logic from management is clear: live sports draw higher-value audiences and unlock more premium ad dollars, which could translate to stronger growth down...

RH (RH) is back in the spotlight, and there is no shortage of buzz this week. Investor interest has kicked up after a flurry of upbeat analyst commentary, all pointing to the company’s robust projected earnings and ambitious European expansion. The latest move—opening a flagship gallery in Paris with plans to enter London and Milan soon—has triggered fresh questions as RH gets set to release its next quarterly results. The enthusiasm comes at a pivotal time for the stock. After a sharp 6.9%...

If you are tracking First American Financial (FAF), you might have noticed the stock making some subtle moves recently. While there is no single headline-grabbing event driving the latest shift, that does not mean investors are not paying close attention. These incremental changes can often be signals. This stirs questions about whether the current price reflects the company’s real potential or if there is something beneath the surface worth a closer look. In terms of performance, First...

Key Insights Sigma Lithium's significant private equity firms ownership suggests that the key decisions are influenced...

Palomar Holdings, Inc. ( NASDAQ:PLMR ) shareholders might be concerned after seeing the share price drop 26% in the...

Looking at Graham Holdings Company's ( NYSE:GHC ) insider transactions over the last year, we can see that insiders...

McEwen Inc. ( NYSE:MUX ) shares have continued their recent momentum with a 31% gain in the last month alone. Looking...

Methode Electronics ( NYSE:MEI ) First Quarter 2026 Results Key Financial Results Revenue: US$240.5m (down 7.0% from 1Q...

SailPoint ( NASDAQ:SAIL ) Second Quarter 2026 Results Key Financial Results Net loss: US$10.6m (flat on 2Q 2025...

The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...

FuelCell Energy ( NASDAQ:FCEL ) Third Quarter 2025 Results Key Financial Results Revenue: US$46.7m (up 97% from 3Q...

LightInTheBox Holding ( NYSE:LITB ) Second Quarter 2025 Results Key Financial Results Revenue: US$58.9m (down 15% from...

REV Group, Inc. ( NYSE:REVG ) shares have continued their recent momentum with a 26% gain in the last month alone. The...

A-Mark Precious Metals ( NASDAQ:AMRK ) Full Year 2025 Results Key Financial Results Revenue: US$11.0b (up 13% from FY...

As the S&P 500 and Nasdaq Composite reach new highs, buoyed by favorable producer-price data and robust earnings from key players, the spotlight turns to small-cap stocks in the United States. Amidst a backdrop of potential interest rate cuts and fluctuating Treasury yields, investors are keenly observing small caps for opportunities that align with broader market trends. In this environment, a good stock often exhibits strong fundamentals coupled with insider activity, which can serve as an...