U.S. Mortgage REITs Stock News

QUALCOMM stock has been drifting lower for weeks and slipped another 2.6% to about US$151 heading into the latest print. Short term traders are clearly on edge. Yet the headline from this quarter is more about what QUALCOMM is trying to build than what just showed up in the share price. Revenue of US$9.9b and non GAAP earnings per share of US$2.21 sit alongside a chip segment that now leans harder into automotive and data center, not just smartphones. For long term investors, that shift will...

Home Depot stock sits in an interesting spot today. Over the past five years it has delivered a 13.3% total return, while current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both suggest the shares are trading close to what that cash flow stream implies. Home Depot's 13.3% total return over five years points to steady value creation over time, rather than a rapid re rating. The recent organizational realignment, aimed at a more seamless...

Align Technology walked into this earnings season with a premium P/E near 30x and a stock that had slipped over the past month. The market’s first verdict was harsh, as shares fell about 3.7% to around US$173 after the report. The headline is not demand. Clear Aligner revenue reached about US$871m on record case volume and helped push non GAAP operating margin to 22.9%. The real story is the squeeze between that healthy aligner engine and a weaker Systems and Services business, which left...

Citigroup (C) is back in focus after its latest quarterly update, which combined revenue and earnings that surpassed analyst expectations with a 12% dividend increase and a new US$30b share buyback program. See our latest analysis for Citigroup. Citigroup's latest move has come after a stretch of mixed trading, with a 1-day share price return of 4.08% lifting recent sentiment even though the 30-day share price return is down 5.46%. Over a longer horizon, total shareholder returns of 44.42%...

International Business Machines stock has nearly doubled over the past five years, yet current valuation checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on earnings multiples. Recent share price swings and mixed short term returns mean investors are weighing that potential upside against the risks around execution in quantum computing and AI centric services. International Business Machines has returned 97.7%...

Tariff refunds are back in the headlines, with Amazon receiving US$600 million after a Supreme Court ruling that some of the Trump era tariffs were illegal. Amazon plans to share part of that refund with customers through direct payouts or lower prices, and other large retailers such as Apple, Walmart and Costco are also seeking refunds. For investors, that raises fresh questions about which consumer discretionary stocks could see cleaner margins or more pricing flexibility as past tariff...

Del Monte stock came into this week looking bruised, with the share price down about 28% over the past three months, yet traders barely flinched after earnings, with the stock easing only 0.9% today to around $29.56. That muted move sits awkwardly against a food producer that just reported Q2 net sales of about $1.22b and adjusted earnings per share of $0.72, backed by a 6% adjusted EBITDA margin. The key issue for investors is a margin and profit squeeze that still hangs over the trailing...

Jones Lang LaSalle (JLL) has drawn fresh attention after reporting second quarter 2026 results and updating investors on the completion of a multi year share buyback program. See our latest analysis for Jones Lang LaSalle. At a share price of $361.72, Jones Lang LaSalle has seen strong momentum, with a 16.70% 30 day share price return and a 33.79% 1 year total shareholder return. This suggests recent news has shifted sentiment positively while longer term performance remains robust. If this...

HSBC’s decision to exit Australian retail banking and sell a roughly A$36b mortgage book to Blackstone puts alternative asset managers firmly in the spotlight. Large pools of loans are shifting out of traditional banks and into specialist investment platforms, which can reshape risk, fees, and income profiles for listed stocks. For investors, that raises the question of which companies might gain from this transfer of assets and servicing relationships, and which might face headwinds. This...

Regulatory headlines around the Department of Justice and corporate taxation can quickly shift how investors view risk, especially for financials and healthcare stocks that sit closest to the policy crossfire. With Todd Blanche’s nomination as U.S. Attorney General facing delays and fresh scrutiny on the DOJ’s approach to settlements, some companies look more exposed to these twists than others. This article focuses on 3 stocks from our Regulatory-Sensitive Sectors screener that appear...

Analog Devices (ADI) stock has been in focus after recent upward revisions to consensus earnings estimates, which have drawn investor attention to the company’s near term prospects and its current valuation profile. See our latest analysis for Analog Devices. Analog Devices shares trade at US$366.67 after a 3.76% 1 day share price gain. The stock is still down about 7% over the past month, while a 1 year total shareholder return of 65.42% and 5 year total shareholder return of 134.85% point...

Terex stock has delivered a solid 34.1% total return over the past five years, yet the current valuation screens as leaning expensive on market multiples and only mixed on broader value checks. Over five years Terex has returned 34.1%, which suggests shareholders have been rewarded but not with runaway gains. Recent company updates and dividend decisions can support confidence in the business, while any shift in demand for construction and industrial equipment may weigh on the earnings that...

The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq 100 futures gaining roughly 0.5%. The key driver is inflation. The US PCE price index for June is expected to edge down 0.1% month on month, while the core measure is seen up 0.2%. That suggests the cost of living is easing but still above the Federal Reserve’s 2% target. At the same time, US Q2 GDP is projected at 2.1%...

Horizon Bancorp (HBNC) is back in focus after its second quarter 2026 update, which reported higher net interest income and net income along with an increase in net charge offs compared with a year earlier. See our latest analysis for Horizon Bancorp. At a share price of $20.58, Horizon Bancorp has seen short term momentum build with a 7 day share price return of 2.64% and a 90 day share price return of 12.34%. The 1 year total shareholder return of 37.87% and 3 year total shareholder return...

Air Products and Chemicals (APD) has come under closer investor focus after its latest quarterly report. The company reported higher sales but shifted from net income to a sizeable net loss compared with a year earlier. See our latest analysis for Air Products and Chemicals. The latest shift to a quarterly net loss appears to have tempered enthusiasm, even though Air Products and Chemicals’ share price still shows a 19.85% year to date gain and a 7.06% 1 year total shareholder return. This...

Boston Scientific stock barely flinched after earnings, slipping only 0.1% and leaving shares roughly flat over the past week and month despite a sharp 18.6% decline over the last 90 days. The market is treating this quarter as business as usual. The numbers suggest something more important is happening inside the income statement. The core story this quarter is margins. Adjusted gross margin reached 70.3% and adjusted operating margin hit 28.4%, both higher than a year ago, while trailing...

Globe Life (GL) is back in focus after raising its full year 2026 earnings guidance, following second quarter results that showed year over year growth in revenue and net income. See our latest analysis for Globe Life. Globe Life’s recent earnings beat and higher 2026 guidance appear to be feeding into strong momentum, with a 90 day share price return of 19.81% and a 5 year total shareholder return of 106.04% at a latest share price of $182.98. If this kind of sustained interest has you...

Automatic Data Processing investors came into this report sitting on a smooth run, with the stock up over the past month, only to see the share price drop about 3.5% on the day. That pullback jars with a headline earnings story built on profit strength. Adjusted earnings per share for the quarter and year moved ahead, and net profit margin for the last 12 months stood at about 20.1%. The market is reacting to a rich valuation and slower projected growth. The core question now is whether that...

Nextpower (NXT) drew fresh attention on July 30 after raising its fiscal 2027 outlook, tightening guidance to US$4.1b to US$4.4b in revenue and US$540m to US$573m in GAAP net income. See our latest analysis for Nextpower. Nextpower's raised fiscal 2027 guidance arrived after a mixed share price run, with the stock up 4.56% on the day to US$96.90 but down 16.57% on a 30 day share price return and 19.20% over 90 days. At the same time, the 1 year total shareholder return of 71.29% and 3 year...

RadNet recently announced that its subsidiary DeepHealth received FDA 510(k) clearance for DeepHealth Breast Ultrasound, an AI-powered tool that automates lesion detection, characterization, and reporting to improve accuracy and efficiency in breast ultrasound imaging. A key angle for investors is RadNet’s plan to deploy this AI solution across its network for an estimated 700,000 eligible breast ultrasound studies each year, potentially reshaping how its imaging workflows are managed at...

Ryerson Holding just saw its stock drop almost 7% in a day, yet the headline from this quarter is not collapse. The steel distributor put up roughly US$2.0b in Q2 revenue and moved back into the black with basic earnings per share of US$0.30. For a company that has been unprofitable over the last twelve months, that shift in quarterly earnings power is the real story investors now need to weigh against the sharp price reaction. Love that Ryerson Holding is back to positive earnings in the...

Regency Centers (REG) just released its second quarter 2026 results, giving investors fresh data on sales, revenue and net income, and it also slightly raised its full year earnings guidance for shareholders. See our latest analysis for Regency Centers. Regency Centers shares trade at $80.36, with the 90 day share price return of 2.17% and year to date share price return of 18.25%. If Regency Centers has you looking at income oriented real estate, it can also be a good time to widen your...

Strategic Education stock came into this print on a steady run, with mid single digit gains over the past month, only to slip about 3% as investors reacted to the latest numbers. The headline is simple: quarterly earnings power and margins looked firm while the share price moved the other way. Revenue for the quarter landed at about US$337.3m and basic earnings per share came in at US$1.74. Trailing twelve month earnings per share reached US$6.13. With the stock around US$85, the market is...

Generac Holdings stock slipped about 2% on the day, yet the earnings print looked more like a company pressing its advantage than one losing steam. The power equipment specialist posted Q2 revenue of US$1.17b and basic earnings per share of US$2.44, backed by a 24.8% adjusted EBITDA margin helped by tariff refunds. The real story for you is the cash and capacity behind those numbers, with management leaning into large commercial and data center demand while keeping leverage around 1.5x. The...