U.S. Mortgage REITs Stock News

Chevron stock has delivered a strong 137.0% return over the past five years, yet its valuation checks are pulling in different directions as the current share price sits near recent highs. The Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside, while market multiples suggest the stock is priced more richly. A 137.0% five year return puts Chevron firmly in the group of large energy companies that have rewarded long term holders, which raises the bar for any new...

Recent commentary has pushed Atlassian (TEAM) back into the spotlight as investors weigh strong revenue growth, solid gross margins, and renewed retail interest following earlier share price declines and a sharp rebound in recent weeks. See our latest analysis for Atlassian. Atlassian’s recent rebound has been sharp, with a 30 day share price return of 20.49% and a 90 day gain of 13.65%, yet the year to date share price return is still down 34.73% and the 1 year total shareholder return has...

Vail Resorts (MTN) stock is in focus after the company appointed MGM Resorts International chief executive William Hornbuckle to its board, effective August 3, 2026, bringing the total number of directors to ten. See our latest analysis for Vail Resorts. The appointment of William Hornbuckle comes as Vail Resorts trades at US$149.38, with a 30 day share price return of 9.56% and a 90 day share price return of 18.69%, while the 5 year total shareholder return is down 39.60%. This suggests that...

Recent trading in Appian (APPN) has drawn attention after the stock returned 13% over the past month and 20% over the past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Appian. Set against a 1 year total shareholder return that is down 2.03% and a 3 year total shareholder return that is down 45.59%, Appian’s recent 7 day share price return of 13.52% and 90 day share price return of 19.61% suggest momentum has been rebuilding from a weak longer...

In late July 2026, Luckin Coffee announced a limited-time US collaboration with Duolingo, launching co-branded Gen Z-focused beverages, packaging, and merchandise across select New York City stores for the summer and back-to-school period. This partnership highlights how Duolingo is extending its brand beyond the app into everyday student routines, turning coffee breaks into touchpoints for language learning and cultural engagement. Next, we’ll examine how this Gen Z-focused Luckin Coffee...

In July 2026, Freeport-McMoRan reported second-quarter results showing sales of US$7,029 million and net income of US$984 million, alongside guidance for materially higher copper and gold sales in the second half of 2026 and into 2027. The combination of higher earnings per share compared with a year ago and management’s expectation of meaningfully increased metal volumes points to a company leaning on operational momentum and volume growth rather than top-line expansion alone. We’ll now...

In recent days, Delta Air Lines and DraftKings launched SkyPicks, a free-to-play in-flight sports knowledge contest for eligible SkyMiles members, while Delta also reported second-quarter 2026 earnings that exceeded consensus profit expectations but missed revenue estimates amid higher fuel costs. At the same time, analysts have become more upbeat on Delta, lifting earnings forecasts and assigning the stock largely positive recommendations based on premium and diversified revenue strength...

Europe’s harsher wildfire seasons are turning fire prevention, insurance risk and climate adaptation into live investment questions rather than distant themes. The latest headlines around early warning systems, firefighting gear, forest management and resilient infrastructure are feeding directly into earnings expectations and capital spending plans. This article looks at three stocks that are exposed to this news. Two sit on the potential opportunity side through fire detection, resilience...

American Express stock has more than doubled over the past three years, yet the latest intrinsic value work using the Excess Returns model suggests the shares still trade at a discount, while the broader valuation checks paint a less generous picture. For investors, that mix raises questions about how much of American Express’s earnings power and recent execution is already reflected in the current price. Over the last three years, American Express has returned about 110.5%, which puts extra...

In July 2026, Weatherford International reported second-quarter 2026 results showing revenue of US$1,105 million and net income of US$39 million, both lower than the same period a year earlier. Alongside softer earnings, the company disclosed it had completed a US$226.37 million buyback since July 2024, retiring 3,166,136 shares, or 4.37% of its outstanding stock. We’ll now examine how the earnings slowdown, alongside ongoing share repurchases, affects Weatherford International’s existing...

In late July 2026, TeraWulf announced a 20-year lease with AI firm Anthropic for its Kentucky Justified Data campus, projected to generate about US$19.00 billion in contracted revenue, alongside Federal Energy Regulatory Commission approval for its purchase of Maryland's Morgantown generating station. These moves deepen TeraWulf's shift from pure bitcoin mining toward long-term AI infrastructure and data center power control, while it also agreed to monetize its Abernathy Joint Venture stake...

Weibo’s share price is still working off a long slide, with the stock down about 79.7% over the past five years, yet its current valuation checks now lean on the cheap side. That mix of weak long term returns and a stronger value read raises the question of whether the market has become too pessimistic on Weibo. Over the past five years, Weibo has fallen about 79.7%, which shows how much sentiment has reset compared with earlier periods. Future revenue and cash flow expectations can support...

Trade Desk stock has fallen a long way over the past year, yet the latest valuation checks do not flag it as obviously expensive or obviously cheap. With the shares screening as roughly fairly valued on market multiples, the puzzle for investors is whether the recent price level now lines up with what the business can justify over time. Over the past 1 year, Trade Desk has declined about 79%, which means current holders are sitting on heavy paper losses even though the stock no longer looks...

Tariff headlines are back on the front page, with new Trump administration duties of 10 to 12.5% on imported spices and other goods reshaping the cost picture for many food companies. For investors, that puts fresh attention on domestic food producers that rely more on U.S. agriculture and less on imported ingredients, although exposure varies by business. This article looks at three stocks from a Domestic Food Producers screener that appear positively exposed to the current tariff story. You...

Walmart (WMT) is heading into the back to school rush with a wider health, wellness and grocery assortment, while a recent Supreme Court tariff ruling introduces a potential margin tailwind for import heavy retailers. See our latest analysis for Walmart. At a share price of US$111.20, Walmart’s recent momentum has been mixed, with the 90 day share price return down 15.5%, even as the 1 year total shareholder return sits at 13.85% and the 5 year total shareholder return at 144.83%. This...

IDEX Corporation recently reported its second-quarter 2026 results, posting sales of US$920.6 million and net income of US$143.4 million, with both basic and diluted EPS from continuing operations rising from a year earlier. Alongside improved earnings, IDEX continued its long-running share repurchase program, retiring an additional 364,270 shares in the quarter and bringing total buybacks under the plan to 19,838,542 shares, or just over one-quarter of shares outstanding. Against this...

Aura Minerals (AUGO) has drawn investor attention after its recent share move, with the stock closing at US$54.57 on 29 July 2026. Recent returns show mixed momentum over the past week, month and past 3 months. See our latest analysis for Aura Minerals. The recent pullback in Aura Minerals' share price, including a 4.18% one day decline and 9.80% drop over the past month, sits against a very strong backdrop. The year to date share price return of 9.14% and a one year total shareholder return...

In the past quarter, Crane Company reported second-quarter 2026 sales and revenue of US$724.7 million, up from US$577.2 million a year earlier, with net income rising to US$95.9 million and diluted EPS from continuing operations increasing to US$1.63. Alongside raising its full-year 2026 earnings guidance on the back of acquisition-driven growth, Crane also affirmed a regular quarterly dividend of US$0.255 per share, underscoring management’s confidence in the business while balancing...

NewAmsterdam Pharma (NAMS) is back in focus after regulators in Europe issued a positive opinion on Ubeslo and Evlarco, two obicetrapib based treatments for primary hypercholesterolemia and mixed dyslipidemia. See our latest analysis for NewAmsterdam Pharma. Despite the positive regulatory update, NewAmsterdam Pharma’s share price has been under pressure recently. The 30 day share price return is down 20.21% and the year to date share price return is down 21.05%, while the 1 year total...

Vishay Intertechnology stock has surged 123.8% year to date, yet the latest checks suggest the shares may still trade below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach, while market based multiples look closer to fair. Year to date, the share price is up 123.8%, which puts recent volatility into focus after such a strong run. Future cash flow and margin expectations can support the current valuation, while any setback in execution or cash generation would...

Lam Research earnings beat and AI driven demand Lam Research (LRCX) just reported record quarterly and full year results, with sales and earnings above Wall Street expectations. Strong AI related demand for chipmaking tools and a favorable product mix were key drivers. See our latest analysis for Lam Research. Despite the strong earnings, Lam Research’s recent share price has pulled back, with a 30 day share price return down 16.6% and a 7 day share price return down 4%. That comes after a 90...

In late July 2026, Verizon Communications reported second‑quarter results showing revenue of US$34,253 million and net income of US$3,835 million, both lower than a year earlier, while lifting full‑year adjusted earnings and free cash flow guidance on the back of higher postpaid phone additions, lower churn, and cost discipline. Alongside this guidance upgrade, Verizon completed US$3.50 billions of share repurchases year‑to‑date and leaned into customer offers like free NFL Sunday Ticket and...

NIO Inc. reported that it delivered 35,934 vehicles in July 2026 and 227,057 vehicles year-to-date, with both figures showing very large year-over-year increases and bringing cumulative deliveries to 1.22 billion vehicles as of July 31, 2026. This acceleration in delivery volumes highlights how NIO’s expanding model lineup and user base are translating into substantial operational scale and market presence. We’ll now examine how this sharp pickup in delivery volumes could influence NIO’s...

Liberty Global Ltd. reported second-quarter 2026 results showing sales of US$1,172 million versus US$1,269.1 million a year earlier, with net loss narrowing to US$365.1 million from a very large loss the prior year and basic loss per share from continuing operations improving to US$1.07 from US$8.09. Over the first half of 2026, Liberty Global’s sales were broadly stable at US$2,446.6 million while net loss shrank to US$27.3 million from a very large loss a year earlier, and the company also...