U.S. Mortgage REITs Stock News

If you are wondering whether PayPal Holdings at around US$55.51 is a bargain or a value trap, you are not alone, and the numbers give us a lot to work with. The share price has moved 0.8% over the last week, while the 30 day return is a 7.4% decline and the 1 year return is a 36.9% decline, which will catch the eye of anyone thinking about growth potential or shifting risk perceptions. Recent attention on PayPal has centred on its position in digital payments, including ongoing market share...

Why recent operating trends are back in focus Recent commentary on Yum China Holdings (YUMC) has drawn attention to two years of weak same-store sales, softer gross margins than peers, and slower earnings per share growth. This has put its restaurant economics and investment case under closer scrutiny. See our latest analysis for Yum China Holdings. Against that backdrop, Yum China’s recent share price moves have picked up, with a 14.44% 90 day share price return and a 12.18% 1 year total...

Several law firms have announced investigations into Nutanix (NasdaqGS:NTNX) over potential securities law violations. The probes follow Nutanix's recent disclosure of a revenue shift and a downward revision to its full year revenue guidance. These developments come as Nutanix shares trade at $41.24, with recent returns under pressure. Nutanix, trading under NasdaqGS:NTNX, is back in focus after its updated revenue outlook and guidance cut triggered legal scrutiny from multiple firms. The...

Pure Storage (PSTG) shares moved 1.8% higher after the company unveiled a new $400 million share repurchase authorization, its largest to date, highlighting an expanded approach to shareholder returns. See our latest analysis for Pure Storage. The new buyback news comes after a mixed stretch for the shares, with a 7.40% year to date share price return and a 24.04% decline over the past 90 days. However, longer term momentum remains strong with a 5 year total shareholder return of 198.63%. If...

Why Oracle (ORCL) is on investors’ radar today Oracle (ORCL) is drawing attention after recent share price moves. The stock is down about 4% over the past week and 12% over the past month, while its 1-year total return stands at 7.7%. See our latest analysis for Oracle. The recent 1-day share price return of -4.13% and 30-day share price return of -11.66% suggest momentum is fading in the short term, even though the 5-year total shareholder return of 200.29% points to a very strong longer run...

Marsh McLennan Agency recently launched Secure Harbor, a Washington, D.C.–domiciled group captive insurer offering up to US$1,000,000 per occurrence and US$3,000,000 aggregate in tailored liability coverage for senior living providers, while Marsh expanded its Nimbus facility to offer up to US$2.70 billion in limits for large-scale data center construction projects across multiple regions. Together, these moves show Marsh deepening its presence in two very different but complex risk arenas,...

If you are wondering whether SoFi Technologies is fairly priced after its big run or if the excitement has already been priced in, this article will help you frame that question in a structured way. The stock is up 59.2% over the past year and 245.0% over 3 years, even though the year to date return is a 7.3% decline, with 7 day and 30 day returns of 0.7% and 5.1% declines respectively. Recent attention on SoFi has focused on its progress as a listed financial technology platform, its...

In recent days, OGE Energy and its Oklahoma Gas and Electric utility have drawn attention as regulators and consumer groups challenge the company’s request to recover construction costs for new natural gas generation at its Horseshoe Lake Power Plant, while the utility also detailed its winter storm preparedness and fuel availability. At the same time, multiple Wall Street firms have updated their research coverage of OGE Energy, underscoring how capital deployment plans and regulatory...

CrowdStrike Holdings (NasdaqGS:CRWD) has acquired SGNL to add enterprise identity capabilities to its Falcon platform. The company also acquired Seraphic Security to extend protection to browser based activity across devices. CrowdStrike announced a new partnership with Nord Security to pair endpoint protection with consumer and small business security offerings. The company is expanding its cloud footprint under its Data Sovereignty initiative, adding localized deployments in regions...

If you are wondering whether ServiceNow's current share price lines up with its underlying worth, this breakdown is designed to help you make sense of the numbers without the noise. The stock last closed at US$131.80, with returns of 5.1% over 7 days, a 14.4% decline over 30 days, a 10.6% decline year to date, a 43.7% decline over 1 year, but gains of 44.8% over 3 years and 12.9% over 5 years. Recent coverage around ServiceNow has focused on its role as a major workflow software provider and...

Microsoft (MSFT) has put its in house Maia 200 AI chip into production just as investors focus on upcoming earnings, with cloud capacity, Copilot usage, and AI related spending at the forefront. See our latest analysis for Microsoft. The Maia 200 news arrives as Microsoft’s share price shows mixed momentum, with a 5.73% 7 day share price return but a 1.46% 30 day decline and an 11.26% 90 day pullback. At the same time, the 3 year total shareholder return of 98.57% and 5 year total shareholder...

Aerospace and defense materials maker Hexcel (NYSE:HXL) recently reported quarterly results, having previously beaten revenue estimates by 3% with US$456.2 million in sales, flat year on year, while analysts now expect US$480.5 million in revenue and adjusted earnings of US$0.49 per share for the upcoming release. Despite the prior revenue beat, Hexcel’s full-year guidance for earnings per share and revenue came in under analyst expectations, putting extra focus on how management frames its...

Recently, Harmony Biosciences Holdings has drawn renewed attention as its narcolepsy drug Wakix continues to deliver strong financial results while facing ongoing shareholder lawsuits, patent disputes, and short-seller allegations. This mix of robust Wakix sales and unresolved controversy, including questions around patents and long-term exclusivity, has created a complex backdrop for assessing Harmony’s business outlook. Against this backdrop of strong Wakix performance and legal...

In recent weeks, third-party firms Invoca and Emplifi announced new integrations and a partnership with Reddit, while investors and analysts weighed in on the platform’s advertising momentum and competitive pressures across digital and AI-driven channels. Amid these developments, Reddit’s role as both an advertising destination and a data source for AI-powered marketing intelligence has become a central point of debate for brands and investors. Next, we’ll examine how concerns about Reddit’s...

If you are wondering whether Kinder Morgan’s current share price lines up with its underlying value, you are not alone. That is exactly what this article will unpack. The stock last closed at US$29.59, with returns of 5.8% over 7 days, 8.8% over 30 days, 6.8% year to date, 12.5% over 1 year, a very large return over 3 years and 181.4% over 5 years. This raises fair questions about what is already priced in and where the risk sits now. Recent coverage around Kinder Morgan has focused on its...

Vistra (NYSE:VST) has entered a 20 year nuclear power purchase agreement with Meta to supply zero carbon electricity. The deal is aimed at supporting Meta's growing power needs for AI data centers with long term, reliable generation. This agreement positions Vistra as a key power provider to a leading technology company focused on large scale computing. Vistra's new contract with Meta comes as investors are watching how power companies respond to rising electricity demand from data centers...

If you are wondering whether Golar LNG's current share price lines up with its underlying value, you are not alone. This article will walk through what the numbers are actually saying about the stock. The share price recently closed at US$40.22, with returns of 3.5% over 7 days, 8.6% over 30 days, 6.0% year to date, 5.9% over 1 year and 88.9% over 3 years that may have caught your eye as you think about risk and potential reward. Recent coverage has focused on Golar LNG's position in the...

If you are wondering whether Snowflake's current share price still makes sense, you are not alone. This article will focus on what the numbers say about value rather than hype. Snowflake closed at US$212.75, with a 3.2% gain over the last 7 days, a 5.0% decline over 30 days, a 1.8% decline year to date, a 13.2% return over 1 year, a 36.0% return over 3 years and a 29.3% decline over 5 years. Taken together, these figures give a mixed picture of how the market has been pricing the stock over...

US lawmakers and a major labor union have formally asked the FTC to review the proposed acquisition of Electronic Arts (NasdaqGS:EA) by Saudi Arabia's Public Investment Fund and private equity firms. The request centers on potential risks to workforce stability, labor market competition, and the broader gaming industry structure. This development places regulatory and governance questions at the forefront for one of the largest global video game publishers. Electronic Arts, best known for...

Analysts are raising concerns that expiring Medicare telehealth reimbursement provisions could change how at-home virtual care visits are paid for, affecting Teladoc Health's (NYSE:TDOC) revenue mix. At the same time, BetterHelp, Teladoc's online therapy platform, is seeing a drop in monthly active users that analysts link to softer consumer sentiment. Together, these reimbursement questions and user trends are putting fresh attention on Teladoc's demand outlook across both medical and...

Dollar General has reached a class action settlement addressing claims of deceptive pricing practices affecting customers across its store network. The company has expanded its proprietary myDG Delivery same day service to more than 17,000 stores, with an emphasis on rural communities. These moves adjust Dollar General’s consumer practices and digital offering at the same time, with implications for customer trust and brand perception. For investors watching NYSE:DG, these developments...

Fairfax Financial Holdings has increased its ownership stake in Under Armour (NYSE:UAA) to 22.2%, according to recent regulatory filings. Under Armour has announced a series of senior leadership changes aimed at accelerating its transformation and execution efforts. These developments come as the company works to refine its direction and align management with its longer term priorities. Under Armour shares recently closed at $6.33, with the stock up 10.3% over the past week, 36.1% over the...

Amazon.com (NasdaqGS:AMZN) is closing all Amazon Fresh and Amazon Go physical stores and cutting around 16,000 jobs in its latest restructuring. The company is concentrating its physical grocery presence on Whole Foods Market and pushing harder on same day grocery delivery. Resources are being redirected toward artificial intelligence driven efficiency across operations and management. For you as an investor, this is a significant reset in how Amazon approaches brick and mortar retail and...

Itron (ITRI) is back in focus after announcing a collaboration with Snowflake to power its Grid Planning solution with AI driven analytics, targeting complex utility challenges around distributed energy resources and grid modernization. See our latest analysis for Itron. The Snowflake partnership comes as Itron’s recent share price performance has cooled in the short term, with a 90 day share price return of a 28.35% decline, even though the 3 year total shareholder return of 72.26% points to...