U.S. Mortgage REITs Stock News

Recent coverage of Opendoor Technologies (OPEN) is focusing on its limited free cash flow, ongoing EBITDA losses, and what those fundamentals might mean for a stock that is currently priced at a relatively high EBITDA multiple. See our latest analysis for Opendoor Technologies. Over the past year Opendoor Technologies has delivered a 1 year total shareholder return of 79.52%. However, recent momentum has faded, with the 30 day share price return down 23.68% and the year to date share price...

In late July 2026, Marvell Technology, Inc. announced it would invest US$250 million in India over three years, doubling its headcount and expanding facilities in Bangalore and Hyderabad to support advanced semiconductor R&D for AI, cloud and data infrastructure. This expansion deepens India’s role as Marvell’s second-largest R&D hub, highlighting how the company is tapping local expertise in cutting-edge process technologies, electro-optics and AI-assisted engineering to accelerate product...

nVent Electric plc recently reported past second-quarter 2026 results with sales of US$1,471.3 million and net income of US$215.9 million, alongside leasing a new 160,000 square-foot Blaine, Minnesota facility to expand data center liquid cooling production. The combination of record quarterly performance and a third liquid cooling capacity expansion in three years underscores how AI-driven data center demand is reshaping nVent’s business mix and growth priorities. We’ll now examine how the...

Newsmax (NMAX) is drawing investor attention after recent trading swings, with the stock closing at $7.71 on 29 July 2026. The company now carries a market value just under $1 billion. See our latest analysis for Newsmax. For context, Newsmax’s recent 1-day share price return of 0.52% and 7-day share price return of 2.80% come after a 30-day share price decline of 17.72%, alongside a 1-year total shareholder return that is down 40.56%. If recent volatility has you looking beyond Newsmax, this...

The bond market just sent a loud message. The Federal Reserve under Kevin Warsh kept rates on hold, yet long term Treasury yields surged to levels last seen in 2007 while shorter yields eased. At the same time, the Fed’s limited guidance has left investors guessing about inflation and future volatility. For banks and insurers with solid balance sheets, that mix of higher long term rates and shaken Fed credibility can create both openings and traps. This article walks through three financially...

Bank First stock has delivered a 137.8% return over the past 5 years, yet current valuation checks and the latest intrinsic value estimate suggest the shares may now be trading at a premium rather than offering clear value. A 137.8% share price gain over 5 years points to a stock that has already rewarded long term holders, which raises the bar for future returns from today’s price. Recent earnings growth and a higher dividend can support investors’ expectations, while any disappointment in...

BlackRock agreed a $14b partnership with Meta Platforms to fund and operate a new AI data center campus in El Paso, Texas through an 80/20 equity split using an off balance sheet, sale leaseback style structure. The company is extending its BUIDL tokenized Treasuries platform through a new integration with Tempo that targets institutional finance and blockchain based settlement. BlackRock is also adding exposure to media and entertainment assets via Anthem Entertainment catalogs acquired...

Flagstar Bank, National Association recently reported second-quarter 2026 results showing net income of US$34 million versus a loss a year earlier, issued 2026–2027 earnings guidance, declared quarterly dividends on its common and preferred stock, and authorized up to US$250 million of share repurchases over the next 12 months. Alongside modest net charge-offs of US$100,000, management framed the quarter as an inflection point, highlighting a deliberate shift away from commercial real estate...

AI in healthcare sits at the crossroads of powerful trends that matter for investors, from aging populations and rising treatment costs to central banks wrestling with inflation and bond yields. While higher yields and shifting policy expectations keep pressure on parts of the market, the Transformative AI Healthcare Stocks screener focuses on companies using AI to improve diagnostics, treatment decisions, hospital efficiency and remote care. These tools aim to cut waste, support clinicians...

The new 50% tariff on certain Canadian imports is shaking up cross border trade, and that can ripple through everything from farm exports to grocery shelves. Missouri and other Canada reliant states sit right in the path of this policy change, while sectors like U.S. dairy could see a different set of pressures and openings if trade barriers shift. For investors, the key question is which companies might benefit and which face higher uncertainty. This article looks at three U.S. dairy...

Telephone and Data Systems has more than doubled investors' money over the past three years, yet on the latest checks the stock screens as expensive rather than a clear bargain. That mix of strong multi year returns and a low value score raises questions about how much upside is already reflected in the current US$33.58 share price. The stock has returned 136.4% over three years, which suggests expectations for the business are already running high. Future cash generation from its telecom...

In late July 2026, ExlService Holdings, Inc. reported second-quarter 2026 results showing higher sales of US$594.76 million but slightly lower net income of US$64.51 million versus a year earlier, alongside modestly higher diluted EPS from continuing operations of US$0.42. At the same time, the company raised its full-year 2026 revenue guidance to US$2.39 billion–US$2.42 billion and continued its buyback, pointing to management’s confidence in ExlService’s AI-focused growth initiatives and...

Advanced Drainage Systems stock has pulled back in recent weeks, yet the current share price around US$138 still sits below an intrinsic value estimate based on a Discounted Cash Flow model, and the earnings multiples also point to a potential discount. At the same time, the broader valuation checks offer a mixed picture rather than a clear bargain signal. Over the past 5 years, Advanced Drainage Systems has delivered a total return of about 22.4%, which points to steady value creation over...

Thermo Fisher Scientific showcased multiple new diagnostic solutions at the 2026 Association for Diagnostics & Laboratory Medicine Annual Meeting. The EXENT Solution secured FDA 510(k) clearance for use in multiple myeloma diagnosis. The EliA CTD 13 Screen gained FDA clearance for systemic autoimmune connective tissue diseases. The company also highlighted previously cleared assays for rapid oncology and preeclampsia testing and previewed new digital tools for lab workflow efficiency. For...

Ares Management (ARES) just reported a busy second quarter, combining record fundraising and higher revenue with fresh dividend declarations for both its common and preferred stock. Investors now have new numbers and payout details to weigh. See our latest analysis for Ares Management. Ares Management’s latest earnings and dividend news landed alongside a sharp 12.73% 1 month share price return and a 7.64% 3 month share price return, yet the stock is still down 22.99% on a year to date share...

How VSE Stock Has Been Trading Around Recent Levels VSE (VSEC) has recently traded around $194.39, with the stock up about 1% over the past day but down roughly 15% over the past month. Over the past 3 months, the share price is higher by about 14%. Over longer horizons, VSE shows a year to date gain of about 7% and a 1 year total return of roughly 33%. Looking further back, the 3 year total return is very large at about 3x, while the 5 year total return is also very large at about 3.3x...

Royal Gold (RGLD) recently completed a share repurchase, buying back 147,205 shares for US$30 million under its May 2026 authorization. This move has drawn fresh attention to how the company is managing capital and shareholder returns. See our latest analysis for Royal Gold. Royal Gold’s share price has eased in the short term, with the 1 day share price return down 2.31% and the 90 day share price return down 13.98%. However, the 5 year total shareholder return of 81.18% points to a very...

Kiniksa Pharmaceuticals International (KNSA) drew fresh attention after it raised its 2026 net product revenue guidance to US$980 million to US$995 million, following second quarter results and a company pipeline update. See our latest analysis for Kiniksa Pharmaceuticals International. Kiniksa Pharmaceuticals International’s recent guidance hike and strong second quarter results have come after a powerful run, with a year to date share price return of 76.98% and a 1 year total shareholder...

Everspin Technologies has delivered a 158.5% share price gain over the past five years, yet the valuation picture is not one sided. A Discounted Cash Flow (DCF) intrinsic value estimate points to a sizable gap relative to the current US$14.53 share price, while broader checks suggest something closer to a mixed verdict than a clear bargain. The 158.5% return over five years highlights that long term holders have already seen a strong payoff. Any further upside case therefore needs to be...

In late July 2026, Fiverr International reported that second-quarter revenue fell to US$97.78 million from US$108.65 million a year earlier, even as net income increased to US$4.47 million and diluted EPS rose to US$0.12. At the same time, the company cut its third-quarter and full-year 2026 revenue guidance, citing AI-related demand and traffic headwinds and weaker activity in categories most exposed to automation, even though profitability improved over the first half of the year. Next,...

AngloGold Ashanti (NYSE:AU) has drawn fresh attention after reporting higher half year earnings and free cash flow, approving a US$2b share buyback, and maintaining its 2026 production guidance despite lower output. See our latest analysis for AngloGold Ashanti. Despite the strong half year update, AngloGold Ashanti's recent share price performance has softened, with the stock down 14.49% over 90 days and 7.34% year to date. This is even as the 1 year total shareholder return is 71.66% and...

Samsara (IOT) is back in focus after its stock closed the latest session at $35.80, falling 7.61% for the day, as traders position around the company’s upcoming earnings release. See our latest analysis for Samsara. Since that drop, Samsara’s share price has moved higher again, with a 7 day share price return of 12.56% and a 90 day share price return of 22.24%, while the 3 year total shareholder return sits at 44.12%. This points to firm but recently accelerating momentum as investors...

HubSpot recently saw increased investor attention ahead of its second-quarter 2026 earnings report on August 5, amid expectations for continued revenue growth and broader platform usage. A central focus is the Breeze AI platform and AI-powered capabilities, which are expected to deepen customer engagement and support expanding subscription adoption. We’ll now examine how anticipation around Breeze AI–driven adoption and the upcoming earnings report could reshape HubSpot’s broader investment...

Border security and surveillance stocks are back in focus as Europe wrestles with Spain’s migrant influx, disputed returns to Morocco and fresh calls for tougher controls inside the Schengen Area. These headlines are reshaping how investors think about companies with exposure to border management, screening technology and related services. Some businesses could see stronger demand for their solutions, while others may face policy risk or political scrutiny. This article looks at 3 stocks from...