U.S. Mortgage REITs Stock News

Douglas Emmett, Inc. recently secured approximately US$941 million in new non-recourse, interest-only loans maturing in September 2030, refinancing existing debt and repaying the mortgage on The Landmark Residences, which is now unencumbered. This refinancing strengthens the company's financial position by reducing near-term refinancing risk and extending its debt maturity profile, while enhancing liquidity with additional unencumbered assets. To understand the investment implications, we'll...

Plains GP Holdings (PAGP) may not have set off news headlines this week, but the stock’s subtle dip over the past month is catching the eye of investors who pay attention to quiet moves. With shares closing at $18.41, interest is growing over whether the recent pullback is simply routine noise or hints at something deeper in the company’s story. If you have been watching PAGP from the sidelines, the recent lull might be making you wonder if the market is rethinking its outlook. This quieter...

Lear (LEA) is making waves this week after unveiling a major expansion of its partnership with Palantir. The company announced it will broaden the use of Palantir’s Foundry, Warp Speed manufacturing OS, and AI Platform (AIP) across its entire global manufacturing footprint. This move is more than just a tech upgrade, as Lear credits these tools with powering its transformation program, helping the company automate processes, tackle tariff challenges, and save over $30 million in the first...

Ulta Beauty (ULTA) just delivered some fresh guidance, and it's the kind that gets investors talking. Following a quarter where both sales and profits increased compared to last year, the company raised its outlook for both net sales and earnings per share for 2025. That confidence did not come out of thin air. The move signals that management sees underlying strength in its operations, likely propelled by steady consumer demand and a well-received product lineup. This update comes on top of...

Genesis Energy (NYSE:GEL) has caught the attention of investors lately, partly due to some sizable moves in its share price. There hasn't been a single headline-grabbing event to point to. However, the stock's recent activity is enough to get market watchers wondering if there is more beneath the surface. Sometimes, a shift in momentum or renewed investor interest can signal changing beliefs about a company's prospects, so it is worth asking what may be driving the market's reassessment...

If you are an investor weighing your next move on NetScout Systems (NTCT), their just-released research on DDoS attacks deserves your attention. The report maps out just how rapidly attack volume, sophistication, and global impact are climbing, especially in the wake of geopolitical tensions this year. By spotlighting how AI, botnets, and hacktivist groups are reshaping the threat landscape, NetScout aims to reinforce its credibility as a go-to source for cybersecurity intelligence. This...

If you have been trying to figure out what’s next for Illumina (ILMN), you are not alone. The spotlight is back on the company following the broad release of its Illumina Protein Prep assay, a product designed to open new frontiers in large-scale proteomics and multiomics research. After a successful early-access run, researchers worldwide now have access to a streamlined tool for connecting genomics with protein-level insights. Some believe this could shape the next wave of biomarker...

General Motors (GM) has been making waves on Wall Street lately, prompting plenty of back-and-forth among investors over what to do next. While there hasn't been a major headline grabbing event, the recent move in the stock might have caught your eye and sparked questions. Is this uptick just routine market noise, or is something bigger at play for GM’s future trajectory? GM’s share price has gained 24% over the past year, with momentum building over the past 3 months, up 19%. That said,...

Daqo New Energy (NYSE:DQ) is making headlines this week after unveiling a $100 million share buyback program, a move that tends to get any investor’s attention. Management says they will tap existing cash reserves for the repurchases, which sends a clear signal about their view of the company’s future. This announcement landed alongside Daqo’s Q2 earnings, which showed that losses, while still considerable, have improved compared to last year, and was followed up by updated production...

West Pharmaceutical Services (WST) has been making the rounds on investor watchlists after its recent stock movements, sparking debate about where the company goes from here. While there is no headline-grabbing announcement driving these shifts, the action is enough to get anyone wondering if something bigger might be simmering beneath the surface or if it is simply a return to value fundamentals. Looking back over the past year, West Pharmaceutical Services’ performance has been a blend of...

Clearwater Analytics Holdings (NYSE:CWAN) just got a lot more interesting for investors after announcing a substantial $100 million share repurchase program. The company’s board has signed off on this plan, signaling management’s confidence in the underlying business and willingness to use free cash flow to boost shareholder value. Beyond just returning capital, this buyback is also designed to offset the impact of earlier share issuances and trim down the public float, which could subtly...

Hertz Global Holdings (HTZ) has seen a move in its share price recently, and for investors keeping a close eye on the car rental sector, it raises a few questions. With no major event or announcement causing this movement, some are likely wondering whether the market is sending an early signal or if this is just routine noise. In a space often defined by cyclical demand and shifting fleet costs, even these undramatic shifts can prompt deeper evaluation. Looking at the bigger picture, Hertz...

Coastal Financial (CCB) grabbed investor attention alongside several other bank stocks after the latest U.S. jobs report for August came in weaker than expected. With softer hiring data and rising unemployment, financial shares like Coastal Financial felt pressure as anxiety over a potential economic slowdown took center stage. The market quickly shifted to a risk-off stance, with many investors fleeing to government bonds, which further weighed on bank valuations. Prior to this wave of...

If you’re on the fence about what to do with ABM Industries (ABM) right now, you are not alone. The company’s third quarter results just landed and they caught a few eyes. Sales and net income are both up sharply compared to last year, putting some spring in the step of long-term holders. This performance, coming alongside updates on its share buyback program and another dividend affirmation, makes for an eventful week. For anyone watching from the sidelines, these could be more than routine...

There has been some movement in Robert Half (RHI) shares recently, and if you keep an eye on companies in the staffing and recruiting space, this could prompt a closer look. While there is no major event driving headlines today, shifts like these often spark fresh interest among investors assessing whether the market’s reaction matches the underlying fundamentals. Sometimes a stretch of price swings, even without a blockbuster news item, is enough to make you review a stock with new...

Iron Mountain (IRM) has captured the spotlight after pricing a larger-than-expected €1.2 billion senior notes offering, up from the original €750 million plan. With the proceeds earmarked for redeeming higher-cost GBP notes due next year and for broader corporate purposes, this move signals a decisive step in reshaping its debt structure. For investors, it raises real questions about how such a hefty refinancing could influence the company’s future value and flexibility. All eyes have turned...

Broadcom (AVGO) just made waves with its third-quarter earnings, and the market's reaction was swift. The headline: a massive $10 billion order for custom AI chips from a new, unnamed customer, widely rumored to be OpenAI. This contract sent shares soaring over 12% in a single session and has investors debating whether this is just the beginning of a new growth trajectory for the company. This run-up comes on the heels of consistently impressive results, as Broadcom’s mix of semiconductor and...

If you have been following Jefferson Capital (JCAP), the recent moves in its stock might have you wondering what to make of the action. There have not been any major headlines stirring the pot, yet the share price has still managed to shift enough to catch the eye of investors on the sidelines. Sometimes these quieter stretches can be just as interesting as big announcements. Is this the start of a new story or just business as usual? Looking at the bigger picture, Jefferson Capital’s stock...

Mueller Water Products (MWA) is making waves this week with the announcement that Darin Harvey is joining as Senior Vice President of Operations and Supply Chain. Harvey's resume reads like a playbook for operational transformation; he has overseen distribution for Advanced Drainage Systems and built a track record in streamlining complex supply chains across the industry. For investors, a leadership shakeup at this level signals a push for higher efficiency and stronger execution, both of...

Automatic Data Processing (ADP) just wrapped up its Innovation Day with a spotlight on new artificial intelligence features for its Workforce Now, Global Payroll, and Lyric HCM platforms. These upgrades could catch the eye of investors who are weighing what comes next for ADP, given the ways AI is reshaping day-to-day HR operations. The focus here was not just on flashy technology but on concrete improvements, such as catching payroll errors early and making compliance less of a headache for...

Bausch Health Companies (NYSE:BHC) has attracted investor attention as its shares saw double-digit gains over the past month, despite a lack of clear catalyst in the news. With no specific event driving the recent move, the sudden uptick is raising questions for anyone weighing their next step. Sometimes, momentum like this signals shifting expectations for future growth or risk, even without a headline to point to. Looking at the bigger picture, Bausch’s longer-term share performance has...

When Western Digital (WDC) dropped its latest earnings report, the market sat up and took notice. The company not only beat Wall Street’s expectations but also issued a growth outlook that topped consensus estimates. This sent a clear signal that AI and cloud infrastructure demand is seriously moving the needle. Investors were quick to react as major analysts like Morgan Stanley weighed in with positive endorsements, including a ‘Top Pick’ label, building momentum in the days that followed...

Li Auto (NasdaqGS:LI) is back in the spotlight after its recent earnings results and third quarter guidance signaled a tougher road ahead, with lower expected vehicle deliveries and revenue compared to last year. In addition, the monthly delivery figures for August showed that while the company delivered 28,529 vehicles, momentum is not as strong as some investors had hoped. For anyone holding or considering Li Auto stock, this combination of flat results and downward guidance has likely...

MillerKnoll announced the appointment of Jeff Stutz as Chief Operating Officer and John Hoke as incoming Board Chair following the retirement of Mike Volkema, bringing experienced leadership from within and outside the company to key oversight and operational roles. John Hoke's design and innovation expertise from his long tenure at Nike signals a potential greater focus on sustainability and creative growth initiatives within MillerKnoll's leadership team. We'll explore how the addition of...