U.S. Mortgage REITs Stock News

NewMarket Corporation recently reported past second-quarter and first-half 2026 results, with sales of US$747.09 million and US$1.42 billion respectively, alongside net income of US$133.75 million and US$251.82 million, and higher basic earnings per share from continuing operations versus a year earlier. In parallel, the company completed a substantial share repurchase effort, buying back 537,201 shares for US$323.76 million, which reduces the share count and can enhance the impact of its...

Global trade policy is back in the spotlight, with record intervention in 2026, new US Section 301 tariffs on most imports, and fresh 50% duties on a slice of Canadian trade all adding friction to cross-border flows. For companies that depend on international supply chains, this means greater uncertainty around costs, pricing power, and earnings resilience. This article focuses on three stocks that appear especially exposed to these trade shocks. Each faces potential headwinds from tariffs,...

A Utah jury’s $86 million nuclear verdict against QXO (QXO), despite no finding of negligence, has put the company’s legal exposure in sharp focus for investors watching litigation risks across the freight sector. See our latest analysis for QXO. The Utah verdict landed after a weak stretch for QXO, with the share price falling 22.2% year to date and the 1 year total shareholder return declining 21%. Yet the 1 day share price return of 8.9% and 7 day gain of 7.6% suggest traders are...

Cabot just reminded investors that profit quality still matters. The stock slid about 8.5% to roughly US$82 in the first trading session after earnings, even though adjusted earnings per share held up near the top of management’s tightened full year guidance of US$6.15 to US$6.45. The market came in focused on Cabot’s long term growth story in battery materials. The headline from this quarter is a sharp squeeze in profitability, with quarterly basic earnings per share of just US$0.12 despite...

Revolve Group (RVLV) has attracted fresh attention after reporting second quarter and first half 2026 results that show higher sales, net income and earnings per share compared with the same periods last year. See our latest analysis for Revolve Group. Revolve Group's recent earnings update comes after a mixed stretch for the stock, with a 30.61% 3 month share price return and a 27.39% 1 year total shareholder return. However, the year to date share price is still down 10.79%. This suggests...

Armstrong World Industries (AWI) lifted its full year 2026 outlook after second quarter results topped the prior year on both sales and earnings. The new guidance and recent buybacks give investors fresh data to weigh. See our latest analysis for Armstrong World Industries. Armstrong World Industries’ latest earnings upgrade and completed buyback tranche come on top of a 15.55% 1 month share price return and a 142.75% 3 year total shareholder return, although the year to date share price...

Strong corporate earnings tied to AI, record highs in the S&P 500 and Dow, easing oil prices and falling Treasury yields have created a supportive backdrop for U.S. dividend growth stocks. These are companies that aim to steadily lift payouts while keeping balance sheets in check. For investors who care about both income and quality, this mix of cash flow discipline and supportive news flow can be useful when deciding where to focus or what to avoid. This article looks at 3 stocks from our...

Syndax Pharmaceuticals, Inc. reported past second-quarter 2026 results on August 4, with revenue rising to US$72.79 million and net loss narrowing to US$49.36 million versus a year earlier. Over the first half of 2026, the company more than doubled revenue to US$137.65 million while significantly reducing its cumulative net loss to US$92.04 million, pointing to improving operating efficiency. We’ll now consider how this sharp year-on-year revenue increase and smaller loss might influence...

Vertex Pharmaceuticals stock entered this earnings release on weaker footing, down over the past month even after a solid run over the last quarter. After the results, the stock moved about 1.7% higher, a modest reaction to what appears to be a more substantial story in the numbers. The main takeaway is margin resilience in a high-pressure launch year. Vertex reported about US$3.3 billion in Q2 revenue with non-generally accepted accounting principles earnings per share of US$4.73 while...

AirJoule Technologies (AIRJ) is back on investor radar after GE Vernova installed an AirJoule Core atmospheric water generation system at its new Advanced Research Center Frontier Campus in New York, creating a live technology showcase. See our latest analysis for AirJoule Technologies. The GE Vernova deployment lands at a time when AirJoule Technologies has picked up strong positive momentum, with a 1-day share price return of 14.96% and a 7-day share price return of 45.27%. At a latest...

Rambus (RMBS) is back in focus after reporting record second quarter revenue linked to AI data center demand. This was followed by margin pressure and supply chain costs that weighed on investor sentiment around the stock. See our latest analysis for Rambus. Over the past year Rambus has delivered a 40.51% total shareholder return, even though the 90 day share price return is down 20.58%. This suggests longer term holders have still been rewarded despite recent volatility around earnings and...

Axcelis Technologies (ACLS) drew fresh attention after announcing the successful completion of the evaluation of its Purion XEmax high energy implanter at a foundry, with adoption for Power Management Integrated Circuit production. See our latest analysis for Axcelis Technologies. The XEmax adoption news lands at a time when Axcelis Technologies’ share price has been volatile, with a 1-day share price return of 6.54% and a 7-day share price return of 16.39%, yet a 90-day share price return...

EyePoint Pharmaceuticals recently completed enrollment, ahead of schedule, in its two global Phase 3 COMO and CAPRI trials of DURAVYU for diabetic macular edema, signing up over 480 patients in just five months. This rapid enrollment, combined with prior favorable safety data and alignment with both FDA and EMA expectations, underscores strong clinical execution and positions DURAVYU as a potential long-acting option in a large retinal disease market. We’ll now examine how rapid,...

SpaceX’s first earnings report as a public company has landed with a mix of rapid revenue growth, heavy AI interest and sharp share price swings. That combination is already reshaping how investors think about stocks linked to AI infrastructure, data centers and index-linked exposure. Some companies may see fresh demand as AI deals expand, while others could feel the weight of post-IPO volatility, short selling and shifting passive fund flows. This article examines three stocks exposed to the...

Snap shares jumped about 15% to US$5.79 after the Q2 print, a sharp move for a stock that had been flat over the past week and only modestly higher over the past month. The headline is simple: the market is rewarding Snap for a quarter that put free cash flow and cash generation front and center rather than just user growth and engagement. Q2 revenue came in around US$1.6b, with adjusted earnings before interest, tax, depreciation and amortization firmly in the black and free cash flow...

Duke Energy stock barely flinched after earnings, ticking down 0.01% to US$124.27, yet the quarter itself was anything but flat. The company posted Q2 2026 basic earnings per share of US$1.38 on US$7,592m in revenue, with adjusted earnings per share of US$1.43. For a regulated utility that investors often treat as a bond substitute, that level of earnings power is the central focus. The immediate price move suggests indifference, while the income statement points to how securely Duke Energy...

Powell Industries came into this print as a high‑expectation stock after a strong multi‑year run, yet the share price slipped about 4% to US$211.38 on the first trading day after the release. That pullback sits awkwardly beside a quarter built around one thing that is hard to dismiss: orders and backlog. The headline is simple. Powell Industries booked record new orders of US$934 million and lifted backlog to more than US$2.4 billion, while generating US$312 million of revenue and US$52.2...

Babcock & Wilcox Enterprises recently featured in the Global CCS Institute’s 2026 report for its ClimateBright decarbonization technologies, including BrightLoop, OxyBright and SolveBright, underscoring its role in global carbon capture and storage solutions. This industry recognition highlights Babcock & Wilcox’s potential to expand its presence in decarbonization projects alongside its traditional power equipment and services business. We’ll now examine how this recognition of Babcock &...

Hillman Solutions stock jumped 14.4% to US$9.51 in the first full session after earnings, and the move centers on one key factor. The market is focusing on a profitability story that has shifted gears. Q2 net income reached US$21.12m on US$442.25m of revenue, and the trailing twelve month net margin now sits at 2.6%. For a hardware and fastener supplier that has carried debt concerns and a relatively high P/E, this kind of earnings traction changes the conversation. The question for investors...

Vita Coco Company (COCO) is back in focus after reporting second quarter and first half 2026 results that show substantial year over year growth in sales, net income and earnings per share. See our latest analysis for Vita Coco Company. At a share price of $64.38, Vita Coco Company has seen the share price return fall 7.47% over the past week and 6.21% over the past three months, although the year to date share price return of 20.43% and one year total shareholder return of 99.32% point to...

The market gave Tower Semiconductor a polite nod rather than a standing ovation. The stock closed up about 2% after the Q2 report, a modest move for earnings that put new records on the board. Revenue reached US$460.1m and net margin landed at roughly 20%, both high marks for the company and important for a foundry story that depends heavily on utilization and mix. Investors now have to decide whether that restrained price reaction matches the strength of the print. The real swing factor is...

Vivid Seats came into this earnings print trading like a recovery story that many investors had left for dead, yet the stock just ripped almost 20% higher in a single session to US$9.54. The headline is simple. A loss making ticket marketplace put up a World Cup boosted quarter that delivered US$129.9m in revenue and US$12.6m in adjusted EBITDA, and the market re‑priced that effort in a hurry. Love the World Cup boost and sharp share price reaction but still wary of a loss making ticket...

Global growth uncertainty, mixed inflation signals and shifting central bank expectations have pushed many investors to look for themes with clear, long term drivers. Artificial intelligence and ChatGPT style tools sit at the centre of that search. The AI Stocks screener focuses on companies directly involved in this trend, from semiconductors and chips to software, LLMs, cloud and broader transformation. It helps you cut through noise and find stocks that are closely tied to real AI...

Snap reported a strong quarterly beat with 19% revenue growth and higher user engagement. The company announced new AI powered AR glasses that are set to launch commercially in September. Management highlighted AI driven subscriptions and AR hardware as key opportunities beyond advertising. Snap outlined a multi year buyback plan alongside its push into premium and hardware offerings. Snap, trading as NYSE:SNAP, is trying to reset its story around new products and revenue streams after a...