U.S. Mortgage REITs Stock News

In late January 2026, Bank of America upgraded Microchip Technology, pointing to early signs of recovery in analog chips and improving demand across industrial, data center, aerospace and automotive markets, while the company simultaneously raised its own near-term sales outlook. This alignment between an influential analyst’s view and Microchip’s updated guidance highlights how sector-wide recovery hopes are intersecting with company-specific product and end-market momentum. We’ll now...

Coca-Cola Consolidated has released limited-edition commemorative Coca-Cola cans in central and southern Indiana to celebrate Indiana University’s 2025 College Football Playoff national championship, with matching glass bottles planned for August 2026. By tying its packaging to the Hoosiers’ first football national title, the bottler is tapping into intense regional pride and collector appeal. Next, we’ll examine how linking the brand to Indiana University’s historic championship...

Two Harbors Investment (TWO) is back on many watchlists after recent share moves, with returns over the month and past 3 months contrasting with mixed longer term performance and ongoing questions around its mortgage focused REIT model. See our latest analysis for Two Harbors Investment. Short term momentum has cooled, with a 1 day share price return of 13.69% decline and a 7 day share price return of 14.21% decline. However, the 90 day share price return of 18.98% and 1 year total...

Investor focus on Linde (NasdaqGS:LIN) has picked up as the company approaches its fourth quarter 2025 earnings release and prepares for CEO Sanjiv Lamba to transition into the chairman role. See our latest analysis for Linde. At a share price of $456.97, Linde has seen a 6.49% year to date share price return and a 90.25% five year total shareholder return, with recent gains around the upcoming earnings release, a record US$10b order book and leadership changes suggesting momentum has been...

Interest in Blue Owl Capital (OWL) has picked up after a wave of shareholder class action lawsuits accused the firm of hiding liquidity pressures tied to business development company redemptions and missed earnings expectations. See our latest analysis for Blue Owl Capital. The lawsuits and missed earnings have coincided with a clear loss of momentum. The 7 day share price return of 9.91% and 90 day share price return of 15.59% have contributed to a 1 year total shareholder return of...

Gilat Satellite Networks (GILT) recently reported a multimillion order for its Sidewinder electronically steered antenna terminals from a large global avionics company, bringing fresh attention to how this inflight connectivity business fits into the stock story. See our latest analysis for Gilat Satellite Networks. These new inflight connectivity and Asia Pacific contracts arrive after a strong run in the shares, with a 30 day share price return of 43.85% and a 1 year total shareholder...

WEX (WEX) is in focus after two payment-related updates: a fleet card upgrade that combines traditional fuel and EV charging on a single account, and a Nuvei partnership extending its virtual card reach with travel merchants. See our latest analysis for WEX. These product and partnership updates come after a mixed run for the stock, with a 30 day share price return of 3.71% and a 1 year total shareholder return decline of 16.31%, suggesting modest short term momentum but weaker longer term...

BeOne Medicines (NasdaqGS:ONC) has extended its collaboration with InSysBio to apply mechanistic translational modeling to clinical trial design. The partnership targets better dose selection and escalation strategies, with a specific focus on reducing the risk of cytokine release syndrome in upcoming studies. This updated agreement aims to support the company’s clinical development plans for its novel therapies. For you as an investor watching BeOne Medicines, the key point is that this is...

The US Treasury Department terminated all contracts with Booz Allen Hamilton (NYSE:BAH) after a leak of sensitive tax information linked to work under its agreements. The contract terminations follow concerns around data protection and handling of confidential taxpayer data by a key federal contractor. Booz Allen has launched Vellox Reverser, an AI-driven malware analysis platform aimed at speeding up cyber threat detection and response. The new product highlights the company’s focus on...

Xylem recently attracted renewed attention after a series of analyst reports highlighted its consistent record of topping earnings estimates and optimism ahead of its next quarterly results expected in February 2026. This wave of analyst confidence underscores how Xylem’s role as a global water technology leader is shaping expectations around its operational execution. Next, we’ll examine how this analyst optimism around earnings resilience shapes Xylem’s investment narrative in light of its...

In late January 2026, NextEra Energy reported fourth-quarter 2025 results showing higher sales of US$6,500 million and net income of US$1,535 million, alongside full-year revenue growth but slightly lower earnings per share versus 2024. Beyond the headline beat, management tied its outlook to surging AI and data center power demand, underpinned by gigawatt-scale clean energy projects and long-term partnerships with major technology companies. Against this backdrop, we’ll examine how the...

Event context and recent stock performance Venture Global (VG) has been on investors’ radar after recent trading saw the stock move to a last close of US$9.80, with a 1 day return of 1.34% and a past month return of 39.20%. See our latest analysis for Venture Global. Looking beyond the latest move to US$9.80, the 30 day share price return of 39.20% and 90 day return of 17.22% sit against a 1 year total shareholder return decline of 51.75%. This suggests recent momentum has picked up after a...

Agnico Eagle Mines has recently featured in upbeat analyst research, strong free cash flow commentary and portfolio optimization moves, alongside preparing to present exploration updates at the AME Roundup 2026 conference in Vancouver. Together, these developments highlight a company emphasizing capital discipline, high-quality core assets and investor-focused messaging at a time of heightened interest in gold producers. We’ll now examine how this mix of anticipated earnings strength and...

Riot Platforms (NasdaqCM:RIOT) signed a 10-year data center lease and services agreement with AMD at its Rockdale facility. The deal introduces AMD as a long-term tenant focused on high-performance computing capacity at a Riot-operated site. The agreement expands Riot Platforms beyond its core bitcoin mining business into data center and AI infrastructure services. Riot Platforms has been known primarily as a bitcoin miner, with large-scale infrastructure built to power energy intensive...

DaVita (NYSE:DVA) kept dialysis treatments running for patients during the Eaton Canyon wildfires, despite widespread disruption. The response took place during a major regional emergency, with the one year anniversary now bringing renewed focus to the effort. Teams coordinated to maintain access to life sustaining care, while dealing with facility, staffing, and logistics challenges across affected areas. DaVita operates kidney care centers that provide regular dialysis, a treatment...

In January 2026, Novavax announced a non-exclusive, worldwide License and Option Agreement giving Pfizer access to its Matrix-M adjuvant technology for up to two infectious disease vaccine programs, along with an upfront US$30,000,000 payment. This deal highlights how Novavax is positioning Matrix-M as a platform technology that larger vaccine manufacturers may incorporate across multiple disease areas. Next, we’ll examine how this Matrix-M licensing agreement with Pfizer shapes Novavax’s...

Pinnacle Financial Partners has completed an all stock merger with Synovus Financial. The combined bank will operate under the Pinnacle brand across an expanded southeastern U.S. footprint. The transaction creates a larger regional institution with broader deposit, lending, and service capabilities. For shareholders tracking NYSE:PNFP, the merger comes at a time when the stock trades at $95.09 and has seen a 23.0% decline over the past year, alongside gains of 19.7% over three years and...

Entegris (NasdaqGS:ENTG) has announced a CFO transition, with Linda LaGorga stepping down from the role. Mike Sauer, an experienced internal executive, has been appointed Interim CFO. The change represents a material shift in the finance leadership team that investors may want to watch closely. For shareholders, this executive turnover comes at a time when Entegris shares trade around $118.07. The stock has recent momentum, with a 2.9% return over the past week, 31.8% over the past month,...

Over the past six months, Cactus, Inc. has drawn increased interest from large institutional investors, reflecting confidence in its recent three-year sales and earnings per share growth record. This combination of robust historical fundamentals and growing institutional ownership has strengthened Cactus’s role as a potential core holding within diversified energy-focused portfolios. Next, we will examine how rising institutional demand, underpinned by Cactus’s multi‑year earnings expansion,...

Interparfums (IPAR) has expanded its fragrance portfolio with long term global licensing deals for David Beckham and Nautica, agreements that introduce established brands and projected sales figures into its future revenue mix. See our latest analysis for Interparfums. The recent licensing announcements arrive after a mixed share price pattern, with a 14.2% 1 month share price return and a 7.7% 3 month share price return, but a 1 year total shareholder return decline of 28.8%. This suggests...

USA Rare Earth overview after recent trading move USA Rare Earth (USAR) has drawn fresh attention after a sharp share price move over the past month, with the stock up 58.4%, while year-to-date and past 3-month returns show similar strength. For investors watching critical minerals exposure, this recent performance sits alongside reported annual revenue growth of 56.2% and annual net income growth of 50.9%, even as the company remains loss making with net income of $285.381 million. See our...

If you are wondering whether Caterpillar's current share price lines up with its underlying worth, this article walks through what the numbers are saying about value today. Caterpillar's stock last closed at US$657.36, with returns of 4.9% over 7 days, 9.9% over 30 days, 9.9% year to date, 79.4% over 1 year, 178.6% over 3 years and 273.5% over 5 years, which naturally raises questions about what is already priced in. Recently, Caterpillar has featured in ongoing discussions around capital...

Badger Meter (NYSE:BMI) has been awarded its largest ever water infrastructure project by Puerto Rico's Aqueduct and Sewer Authority. The contract centers on one of the world's largest Advanced Metering Infrastructure deployments across Puerto Rico. This announcement follows a recent quarter in which the company reported a revenue shortfall. The PRASA project is expected to span multiple years and materially influence Badger Meter's smart water management business. For you as an investor,...

Lionsgate Studios (NYSE:LION) has appointed former U.S. Treasury Secretary Steven T. Mnuchin to its board of directors. The appointment adds a director with experience in global finance, regulatory matters, and entertainment industry leadership. The move is viewed as a material governance development for Lionsgate Studios that could influence future capital allocation and content decisions. Lionsgate Studios, traded as NYSE:LION, operates as a film and television studio with a focus on...