U.S. Mortgage REITs Stock News

NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Is It Too Late To Consider Amkor Technology (AMKR) After Its 147% One Year Rally?

If you are wondering whether Amkor Technology's share price still offers value after a strong run, this article walks through what the numbers are saying about the stock today. The shares last closed at US$52.52, with returns of 13.6% over 7 days, 0.4% over 30 days, 22.4% year to date and 146.7% over 1 year. The 3 year and 5 year returns sit at 100.2% and 125.2% respectively. Recent coverage around the stock has focused on its role in the semiconductor packaging and test space and how...
NYSE:CWAN
NYSE:CWANSoftware

Is CWAN’s Transparent Power and Gas Risk Platform Altering The Investment Case For Clearwater Analytics Holdings (CWAN)?

In early February 2026, Clearwater Analytics unveiled CWAN Power and Gas within its Beacon platform, offering real-time, fully transparent risk modeling and institutional-grade analytics for complex power and gas trading instruments. This move directly targets long-standing dependence on opaque, legacy risk systems in energy trading, giving market participants source-code visibility and configurable models that can be audited and adapted in real time. Next, we examine how this push into...
NasdaqGS:BOKF
NasdaqGS:BOKFBanks

Assessing BOK Financial (BOKF) Valuation After Recent Share Price Momentum

What BOK Financial’s Recent Performance Might Mean For Investors BOK Financial (BOKF) has drawn fresh attention after a strong recent share performance, with the stock up about 11% over the past month and roughly 25% in the past 3 months. See our latest analysis for BOK Financial. Stepping back from the recent jump, BOK Financial’s 10.78% 1 month share price return and 25.38% 3 month share price return sit alongside a 23.57% 1 year total shareholder return. Together, these figures point to...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

What Mondelez International (MDLZ)'s Weaker Q4 Earnings and Muted 2026 Outlook Mean For Shareholders

In early February 2026, Mondelez International reported fourth-quarter 2025 results showing higher sales of US$10,496 million but sharply lower net income of US$665 million versus the prior year, alongside 2026 guidance for flat to modest organic net revenue growth. Over the same period, the company completed a US$2.30 billion share repurchase program and expanded its flexibility to issue various securities through a new universal shelf registration, while also elevating long-time CFO Luca...
NYSE:FLR
NYSE:FLRConstruction

Did Winning Donlin Gold’s Feasibility Study Just Shift Fluor’s (FLR) Investment Narrative?

NOVAGOLD Resources and Donlin Gold Holdings recently selected Fluor Corporation to lead the Bankable Feasibility Study for the Donlin Gold project in Alaska, integrating major infrastructure elements such as the power plant, natural gas pipeline, and processing facilities. This mandate places Fluor at the center of engineering work for what is anticipated to become the largest single operating gold mine in the United States, reinforcing its role in complex, cold‑weather mining...
NYSE:KKR
NYSE:KKRCapital Markets

What KKR (KKR)'s Record 2025 Fundraising and Infrastructure Push Means For Shareholders

In early February 2026, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5.74 billion and net income of US$1.15 billion, alongside confirming a quarterly dividend of US$0.185 per share payable on March 3, 2026. Management also highlighted a record US$129 billion raised in 2025 and heavy investment across infrastructure and energy transition assets, underscoring the firm’s expanding fee-based platform. We’ll now look at how this record fundraising and infrastructure deployment shape...
NYSE:LDOS
NYSE:LDOSProfessional Services

A Look At Leidos Holdings (LDOS) Valuation After New US$142 Million National Security IT Contract

Leidos Holdings (LDOS) recently secured a US$142 million contract to modernize IT operations for the Defense Information Systems Agency’s Compartmented Enterprise Services Office, focusing on AI driven capabilities, cybersecurity, and Zero Trust compliance. See our latest analysis for Leidos Holdings. The recent contract win and partnerships around AI governance and cybersecurity come as Leidos’ share price sits at US$194.58, with a 7 day share price return of 3.48% and year to date share...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation After Earnings Beat Ratings Upgrade And Growing Project Backlog

Kinder Morgan’s recent rating shift and what triggered it Positive analyst commentary on Kinder Morgan (KMI) picked up after quarterly results that exceeded expectations, a ratings upgrade, lower net debt, recent credit rating changes, and a growing sanctioned project backlog around $10b. See our latest analysis for Kinder Morgan. The recent 14.27% 1-month share price return and 15.03% 3-month share price return suggest momentum has been building around Kinder Morgan, while the 5-year total...
NYSE:GOLF
NYSE:GOLFLeisure

Assessing Acushnet Holdings (GOLF) Valuation After Strong Multi‑Period Share Price Momentum

Recent share performance snapshot Acushnet Holdings (GOLF) has caught investor attention after a period of strong stock performance, with the share price at $103.29 and positive returns over the past week, month, past 3 months, year, and 3 and 5 year periods. See our latest analysis for Acushnet Holdings. Looking beyond the recent move, Acushnet’s 30 day share price return of 18.36% and 90 day share price return of 29.06% sit alongside a 1 year total shareholder return of 63.88%. Together,...