U.S. Mortgage REITs Stock News

In late July 2026, Frontier Group Holdings, Inc. reported second-quarter results showing revenue rising to US$1,279 million from US$929 million a year earlier, while net loss widened to US$90 million and loss per share increased to US$0.39. Over the first half of 2026, revenue climbed to US$2,271 million from US$1,841 million, but net loss more than tripled to US$362 million, highlighting pressure on profitability despite higher sales. We’ll now examine how Frontier’s revenue growth...

In late July 2026, Teladoc Health reported second‑quarter results showing sales declining to US$606.93 million and a wider net loss of US$38.91 million, alongside lower basic loss per share from continuing operations of US$0.21. Management also issued guidance calling for continued losses in the third quarter and full year 2026, highlighting ongoing pressure from the BetterHelp mental health unit as more users move toward insurance-covered care. We’ll now examine how Teladoc’s weaker...

Some City Holding Company ( NASDAQ:CHCO ) shareholders may be a little concerned to see that the President, Charles...

Anyone interested in World Acceptance Corporation ( NASDAQ:WRLD ) should probably be aware that the Executive VP, John...

In July 2026, Elanco Animal Health reported new study results showing its Credelio Quattro chewable tablets kill black-legged and lone star ticks faster and more consistently through Day 28 than competing products Simparica Trio and NexGard Plus, while also carrying an FDA-approved claim for Lyme disease prevention in dogs. An important angle for investors is that Credelio Quattro’s rapid tick kill and Lyme prevention claim differentiate it within a crowded pet parasiticide market,...

Lucid Group (LCID) is drawing attention after a 2.01% gain in its latest session and more than 20% share price appreciation over the past month. The move comes ahead of its August 4 earnings report. See our latest analysis for Lucid Group. Lucid Group’s recent gains sit against a weaker backdrop, with the share price down 33.81% year to date and the 1 year total shareholder return declining 69.50%. The latest momentum hints at shifting expectations around growth and risk ahead of earnings. If...

In July 2026, EnerSys updated its plans for a Greenville, South Carolina lithium cell plant, narrowing its focus to U.S.-based production for aerospace, defense, and specialized industrial customers, backed by an approximately US$150 million revised U.S. Department of Energy grant and about US$200 million in state and local incentives toward an estimated US$500 million investment. The shift away from its Verkor technology relationship toward long-standing aerospace and defense partners...

Ford Motor (F) is back in focus after securing its largest U.S. military contract since the Cold War to build F Series based tactical truck prototypes, alongside a second quarter earnings beat and higher full year profit outlook. See our latest analysis for Ford Motor. Ford Motor shares have been volatile around the recent earnings beat, dividend affirmation and military truck win. The stock still shows a 23.57% 3 month share price return and a 42.37% 1 year total shareholder return, which...

Booz Allen Hamilton Holding (BAH) has come into focus after quarterly results were well received despite a year over year revenue decline, with management pointing to disciplined execution and improved contract performance. See our latest analysis for Booz Allen Hamilton Holding. For context, Booz Allen Hamilton Holding's share price has risen 16.18% over the past month yet remains down 17.87% year to date, while the 1 year total shareholder return is down 34.73%. This suggests recent...

Procter & Gamble (PG) has entered a transitional phase that is drawing fresh attention from investors. Softer fiscal 2027 guidance, leadership changes, and recent margin pressure are all converging to reshape the conversation around the stock. See our latest analysis for Procter & Gamble. At a share price of US$144.49, Procter & Gamble has had a modest 1.9% year to date share price return, while the 1 year total shareholder return is down 1.27%. This suggests that momentum has cooled as...

Nebius Group recently secured a multiyear AI cloud contract worth more than US$1 billion, activated new Nvidia-powered capacity in Finland, and arranged a US$775 million senior secured debt facility to fund its global AI infrastructure expansion. These deals, backed by long-dated commitments from large technology customers and collateralized GPU assets, highlight how Nebius is tying its growth plans directly to contracted AI compute demand rather than relying solely on equity financing. With...

Noble Corporation plc recently reported second-quarter 2026 results showing revenue of US$719.69 million and a net loss of US$36.68 million, and subsequently lowered its full-year 2026 revenue guidance to US$2.80–US$2.90 billion. Despite weaker earnings and reduced guidance, the company maintained its US$0.50 per share third-quarter dividend and has completed a US$29.82 million share repurchase program, underscoring an ongoing commitment to capital returns. We’ll now examine how Noble’s...

In late July 2026, IBM and partners including Algorithmiq, Qedma, and the University of Chicago reported multiple quantum computing breakthroughs, claiming quantum advantage on complex physics problems that classical supercomputers could not reliably solve and introducing new frameworks to verify results on IBM’s Heron-based systems. Together, these experiments position IBM’s cloud-accessible quantum hardware and partner software as early scientific tools for trusted, beyond-classical...

Stock Yards Bancorp earnings put recent moves in context Stock Yards Bancorp (SYBT) has drawn fresh attention after reporting second quarter and first half 2026 results, with both net interest income and net income higher than the same periods a year earlier. For the second quarter, net interest income was US$87.83 million compared with US$73.47 million a year ago, while net income reached US$40.06 million versus US$34.02 million. Basic earnings per share from continuing operations were...

Liquidia has delivered an extremely strong run over the past few years, yet the stock now screens as expensive on the broader valuation checks. That combination puts the recent share price strength up against a weak overall value score and an overvalued read on market multiples. Liquidia has returned roughly 35x over the past 5 years, which sets a high bar for any further upside to be justified by fundamentals. Expectations for the company to convert its pipeline and business model into...

Group 1 Automotive stock has pulled back sharply over the past year, yet the broader valuation checks still point to shares that look cheap relative to the company’s fundamentals. With the price around US$286.77 and longer term holders still sitting on strong gains, investors are weighing whether the recent weakness has opened up value or is signalling a shift in the story. Group 1 Automotive has delivered a 77.8% total return over the past 5 years, which suggests the longer term share price...

Soaring Treasury yields and richer returns on inflation protected bonds are pulling investor attention away from parts of the stock market and toward government debt. That shift in retirement flows and institutional asset allocation can pressure some stocks that rely heavily on equity demand, while others tied more directly to long term Treasuries may see stronger interest. This article walks through three stocks that are closely linked to this story, with one that could be positioned on the...

Plexus (PLXS) has drawn investor attention after reporting fiscal third quarter results that exceeded revenue and adjusted earnings expectations, alongside 31 new manufacturing program wins and fresh guidance pointing to continued revenue and margin growth. See our latest analysis for Plexus. Plexus shares have pulled back recently, with a 30 day share price return of 8.64% and a 90 day return of 5.01%. However, the year to date share price return of 65.11% and 1 year total shareholder return...

Baker Hughes (BKR) is back in focus after Dynamis Power Solutions placed a major order for 76 NovaLT16 gas turbines, targeting about 1.3GW of hypermobile power for data center and oil & gas projects. See our latest analysis for Baker Hughes. Baker Hughes has seen firm momentum recently, with a 7 day share price return of 5.66% and a 30 day share price return of 12.39%, even though the 90 day share price return declined 12.49%. Over a longer horizon, total shareholder return sits at 41.43%...

Entergy (ETR) has been in focus after its board declared a quarterly dividend of $0.64 per share, payable on September 1, 2026, to shareholders of record as of August 13, 2026. See our latest analysis for Entergy. Entergy's recent dividend decision comes as the stock has eased in the short term, with the share price down over the past week and quarter, while longer term total shareholder returns over one, three and five years remain strong and indicate momentum built over time. If this...

Qiagen has delivered a roughly 20% decline over the past five years, yet the current share price around US$41.40 sits at a discount to its intrinsic value estimate from a Discounted Cash Flow (DCF) model, while market based multiples suggest the stock is closer to fairly valued. That mix leaves investors weighing a model that points to upside against a track record of weak long term returns. Over five years, Qiagen shares are down about 20%, which suggests the market has been cautious on the...

Nike stock has had a difficult run over the last five years, yet its current valuation signals are more mixed than the share price slide alone might suggest. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the market price, while earnings based multiples screen the stock as undervalued. Nike shares have declined 73.8% over five years, which puts the current price in sharper focus for investors assessing what is already priced in. The push to refresh the sportswear...

In recent weeks, Sandisk reported one of its strongest quarters, secured about US$42.00 billion of long-term supply agreements, and authorized a US$6.00 billion share buyback, even as sentiment swung sharply following a sector-wide AI infrastructure sell-off and rebound. At the same time, investors are reassessing how China’s expanding memory capacity and hyperscalers’ aggressive AI spending could reshape Sandisk’s long-term pricing power and earnings stability. Next, we’ll examine how...

Inflation pressures, higher bond yields and shifting rate expectations are keeping markets on edge, yet they also highlight why growth quality matters more than ever. The Healthy high growth potential screener focuses on companies where analysts expect strong earnings growth over the next 3 years and that still meet reasonable balance sheet checks. This combination of growth outlook and financial resilience can help you focus on stocks that have support from both income statements and balance...