U.S. Mortgage REITs Stock News

Arm Holdings (NasdaqGS:ARM) is back in the spotlight after its architecture overtook x86 as the dominant platform in AI servers, supported by record fourth quarter revenue and the launch of an AGI data center CPU. See our latest analysis for Arm Holdings. Arm Holdings’ recent AI server milestones and AGI CPU launch come after a sharp share price run, with a 90 day share price return of 34.07% and a year to date share price return of 132.14%. At the same time, the 30 day share price return has...

In recent months, Teva Pharmaceutical Industries has accelerated its shift from generics to branded medicines, while absorbing near-term earnings dilution from its Emalex Biosciences acquisition and advancing duvakitug through clinical trials for ulcerative colitis and Crohn’s disease. This pivot toward higher-margin innovative drugs, with duvakitug viewed as a potential multi-billion-dollar opportunity if trials succeed, is becoming a central focus for how investors assess Teva’s...

Bank of Marin Bancorp (BMRC) opened Q2 2026 with total revenue of about US$34.3 million and basic EPS of US$0.58, providing a clear snapshot of the bank’s current income statement. The company’s revenue moved from US$30.9 million in Q3 2025 to US$33.7 million in Q1 2026 and then to US$34.3 million in Q2 2026. Over the same period, basic EPS shifted from US$0.47 to US$0.53 and then to US$0.58, giving investors a concrete view of recent earnings power as they consider the tension between...

Coca-Cola FEMSA (NYSE:KOF) has reported Q2 2026 revenue of about MX$76.3b and basic EPS of MX$4.73, with trailing twelve month EPS at MX$18.24 on revenue of roughly MX$296.2b, setting the tone for this earnings season update. The company has seen quarterly revenue move from about MX$72.3b and EPS of MX$25.27 in Q2 2025 to MX$76.3b and MX$4.73 in Q2 2026. Trailing twelve month revenue has shifted from roughly MX$288.0b with EPS of MX$48.56 to MX$296.2b and MX$18.24, giving investors a clearer...

Alliance Resource Partners (ARLP) has put fresh numbers on the table for Q2 2026, reporting revenue of US$551.6 million and basic EPS of US$0.62, supported by trailing twelve month EPS of US$2.05 and a trailing net margin of 12.1% compared with 10.2% a year earlier. The company has seen quarterly revenue move around the US$516 million to US$571 million range over the last six reported periods, while basic EPS has ranged from US$0.07 to US$0.73. This sets the backdrop for the current print and...

Recent permanent closures of Wendy's (WEN) locations in Ohio, alongside weaker U.S. sales and a 5.5% decline in global systemwide sales for early 2026, have sharpened investor focus on the stock. See our latest analysis for Wendy's. Those local closures and softer U.S. sales have coincided with a share price of $7.31, a 90 day share price return of 7.34% but a 1 year total shareholder return that has declined 24.57%. This suggests recent momentum has not reversed the longer term pressure. If...

Costamare (NYSE:CMRE) has reported Q2 2026 revenue of US$209.2 million and basic EPS of US$0.64, alongside trailing 12 month EPS of US$2.64 on revenue of US$857.4 million. This gives investors a clear view of the latest run rate. Over the past few quarters, revenue has moved from US$217.9 million and EPS of US$0.83 in Q2 2025 to US$209.2 million and EPS of US$0.64 in Q2 2026 as margins have shifted and filtered through to the trailing figures. With net margin on the trailing 12 month basis...

Berkshire Hathaway (NYSE:BRK.A) has completed its US$4.1b acquisition of homebuilder Taylor Morrison. The deal expands Berkshire Hathaway's US residential homebuilding operations through integration with its existing site built division. Completion of the transaction makes Berkshire Hathaway the fourth largest homebuilder in the United States. Berkshire Hathaway is already active in residential construction through Clayton Properties Group and other housing related businesses, and Taylor...

In recent days, MercadoLibre has come under pressure as investors react to near-term margin compression tied to higher logistics costs, shipping subsidies, and growing competition across its e-commerce and fintech operations. At the same time, management’s continued investment in logistics infrastructure and financial technology is strengthening MercadoLibre’s ecosystem, which many investors view as critical to its longer-term profitability profile despite current headwinds. Next, we will...

Sierra Bancorp (BSRR) has just posted its Q2 2026 numbers, reporting revenue of US$36.8 million and EPS of US$0.77. Trailing twelve month revenue of US$151.8 million and EPS of US$3.44 help frame the latest quarter within a steadier multi quarter run rate. Over the past year, the company has reported revenue moving from US$145.4 million to US$151.8 million and EPS from US$2.92 to US$3.44, providing context for how investors may interpret the current results. With net income at US$9.9 million...

Earlier today, Synopsys announced a suite of autonomous, agentic AI workflows for chip and electronics system design in collaboration with Microsoft, Intel, NVIDIA and AMD, spanning verification, implementation, and thermal simulation across advanced cloud and foundry platforms. This cluster of alliances suggests Synopsys is increasingly embedding its AI-enabled design tools at the core of next-generation semiconductor and system development workflows across the ecosystem. We’ll now examine...

Futu Holdings (NasdaqGM:FUTU) is back in focus after Rosen Law Firm reminded investors of an August 25, 2026 lead plaintiff deadline in a securities fraud class action tied to alleged misleading regulatory compliance and financial reporting disclosures. See our latest analysis for Futu Holdings. At a share price of US$99.36, Futu Holdings has seen short term share price returns edge higher over the past month. However, the 90 day share price return is down 35.94% and the 1 year total...

NextEra Energy (NYSE:NEE) is moving ahead with its planned merger with Dominion Energy, targeting closure by late 2027 as regulatory review begins, including an upcoming Virginia hearing. The company is also expanding into large-scale gas-fired generation hubs while joining the White House Ratepayer Protection Pledge related to AI data center grid investments. The pledge aims to limit the extent to which AI-related infrastructure costs are passed on to retail customers, a key issue for...

Kaiser Aluminum Corporation recently reported past second quarter 2026 results showing sales of US$1,256.6 million and net income of US$96.8 million, with basic earnings per share from continuing operations of US$5.92. Across the first half of 2026, the company’s higher sales and earnings, alongside a reaffirmed US$0.77 quarterly dividend, underscore stronger operating momentum and ongoing cash returns to shareholders. Next, we’ll examine how this step-up in earnings, together with the...

Insulet (PODD) stock is drawing attention after the company announced a global partnership with Calm to offer free mindfulness and sleep resources tailored to people living with diabetes and their caregivers. See our latest analysis for Insulet. The Calm partnership lands at a time when Insulet's recent 30 day share price return of 4.27% contrasts with a year to date decline of 41.68% and a 1 year total shareholder return decline of 43.55%. This suggests short term momentum has picked up...

Toll Brothers, Inc. recently expanded its luxury footprint with new community openings across Idaho, Utah, Pennsylvania, California, Massachusetts, and the final sales phase at the Mira Villa condo community in Las Vegas, alongside unveiling a new Design Studio in San Antonio to support personalized home customization. These updates highlight Toll Brothers’ emphasis on higher-end, design-centric communities and curated, move-in ready homes tailored to affluent buyers across several key U.S...

Ally Financial (ALLY) is back in focus after reporting second quarter results that showed higher net interest income and net income, along with fresh executive appointments that reshape leadership across auto finance, technology and investor relations. See our latest analysis for Ally Financial. The latest 1 day share price return of 1.77% to US$43.68 comes after a period where the 30 day share price return is down 7.40% and the year to date share price return is down 4.55%. At the same time,...

First Horizon Corporation recently appointed Scott Serpico as Senior Vice President, Head of Product, and Catherine Wood as Senior Vice President, Head of Commercial Banking Strategy, while also reporting second-quarter 2026 net income of US$271 million and basic earnings per share from continuing operations of US$0.55. These leadership moves concentrate on expanding products and embedding AI and technology across commercial banking, highlighting management’s emphasis on product innovation...

Public Service Enterprise Group Incorporated recently filed a US$239.31 million shelf registration to offer 3,000,000 shares of common stock for an employee stock ownership plan and earlier affirmed a quarterly dividend of US$0.6700 per share payable on September 30, 2026. This combination of an ESOP-related equity offering and maintained cash returns to shareholders highlights how PSEG is balancing employee incentives with ongoing income for investors. We’ll now examine how the ESOP-related...

Jackson Financial Inc. has outlined a leadership transition, with CEO Laura L. Prieskorn retiring on September 30, 2026, and current CFO Don W. Cummings becoming CEO, President, and a director, while long-time executive Brian M. Walta steps into the roles of Executive Vice President and Chief Financial Officer on October 1, 2026. This internal succession plan, elevating experienced finance and risk leaders from within Jackson’s existing ranks, signals an emphasis on continuity in capital...

Earlier this month, F5, Inc. launched new fleet management capabilities for F5 Insight for ADSP to tighten security and streamline BIG-IP software updates, while also appointing Cathy Peterman as Executive Vice President and Chief People Officer to lead its global people strategy. These moves highlight how F5 is responding to AI-accelerated cyber risks with more automated, auditable operations while deepening its leadership bench to support its push in application security and AI. We’ll now...

CME Group Inc. recently reported past second-quarter 2026 results, with revenue of US$1,706.2 million and net income of US$1,041.8 million, alongside higher earnings per share compared with the same period a year earlier. For the first half of 2026, CME Group delivered higher revenue and net income while completing a US$1,495.75 million buyback covering 1.48% of its shares, highlighting active capital returns alongside operational performance. Next, we’ll examine how this earnings...

Tower Semiconductor (TSEM) has announced a dual track expansion of its 300mm Silicon Photonics, Silicon Germanium, and advanced packaging capacity in Japan, backed by government grants and aimed at long term AI and data center demand. See our latest analysis for Tower Semiconductor. The expansion update arrives after a volatile stretch for Tower Semiconductor, with the share price falling 10.39% on the day to US$233.37 but still showing firm upward momentum through a 20.57% 90 day share price...

Community Financial System, Inc. previously announced a quarterly dividend of US$0.49 per share, payable on October 13, 2026, to shareholders of record as of the September 15, 2026 ex-dividend and record date. This dividend update comes as the regional bank approaches an earnings release where the market is watching for revenue growth and improvement from past results. We’ll now look at how the upcoming earnings release shapes Community Financial System’s investment narrative, especially in...