U.S. Mortgage REITs Stock News

Super Micro Computer (SMCI) is back in focus after a preliminary fourth quarter update showed sharply higher gross margin guidance and an order backlog above US$60b, tied to accelerating AI infrastructure demand. See our latest analysis for Super Micro Computer. Recent news around Super Micro Computer's higher gross margin guidance, record order backlog and new AI server launches has come alongside sharp share price swings. The stock has seen a 7 day share price return of 24.48%, but a 1 year...

Bank of America stock is trading near record levels after a strong three year run, yet both the intrinsic value estimate from the Excess Returns model and traditional earnings multiples still point to the shares pricing in an undervalued profile rather than a clear premium. Over the past three years, Bank of America has delivered a total return of about 110%, which puts extra focus on whether today’s price still lines up with its fundamentals. Recent earnings strength linked to trading,...

Fresh US tariffs of 10% to 12.5% on goods from more than 80 countries have pushed trade risks back to center stage, and that can ripple straight through to retailers and consumer brands on your watchlist. Some companies may face higher costs or supply chain pressure, while others with more U.S. focused revenue could be relatively better positioned. This article looks at how these tariffs tie into our US Focused Retailers and Consumer Brands screener and highlights 3 stocks that appear...

Stewart Information Services recently reported second-quarter 2026 results, with revenue rising to US$899.24 million from US$722.18 million a year earlier and diluted EPS from continuing operations increasing to US$1.21 from US$1.13. Across the first six months of 2026, revenue and net income both increased year over year, highlighting the contribution of faster-growing commercial, agency, and real estate solutions operations, including benefits from recent acquisitions. With strong Q2...

In recent months, Constellation Brands outlined plans to generate about US$9.00 billion in operating cash flow and US$6.00 billion in free cash flow from fiscal 2026 to 2028, funding beer capacity expansions including a new Veracruz brewery and Mexican facility upgrades while contending with tariffs, inflation and softer demand among some Hispanic consumers. Although shareholders earlier approved all board nominees and a refreshed long-term incentive plan, investor attention is increasingly...

After a strong three year return of 68.9%, WesBanco's share price now sits around valuation territory where the Excess Returns intrinsic value estimate points to meaningful upside, while traditional earnings multiples suggest the stock is closer to fairly priced. Over the past 3 years, WesBanco has returned 68.9%, which puts more focus on whether recent gains already reflect its fundamentals. Recognition as one of America's High Growth Companies and expansion into higher growth markets can...

In recent weeks, Eagle Materials reported that its cement and aggregates segment grew 10% on the back of infrastructure and data center demand, while its gypsum wallboard segment saw a 9% decline amid a softer housing market, and a director sold shares to fund routine stock option exercises. This contrast between infrastructure-driven strength and housing-linked weakness, coupled with management’s comments about near-term demand uncertainty, highlights how differently Eagle’s core end...

Zoetis has recently launched Lenivia (izenivetmab injection) in Canada and EU member states, a long-acting monoclonal antibody that provides up to three months of osteoarthritis pain management for dogs via a single subcutaneous injection, following nine-month European field studies showing sustained pain reduction from as early as Day 7. This launch expands Zoetis’ osteoarthritis pain portfolio with a novel NGF-targeting therapy that offers extended relief and potentially better treatment...

AppFolio (APPF) has just posted Q2 2026 results with revenue of US$281.1 million and basic EPS of US$1.17, set against a trailing twelve month picture that shows revenue of about US$1.0 billion and EPS of US$4.41. The company has seen quarterly revenue move from US$235.6 million in Q2 2025 to US$281.1 million in Q2 2026, while basic EPS over the same quarters went from US$1.00 to US$1.17. This leaves investors to weigh those headline gains against a period of compressed margins and what that...

Oracle (NYSE:ORCL) has joined the White House's expanded Ratepayer Protection Pledge for AI data centers. The pledge focuses on ensuring companies, rather than electricity customers, cover infrastructure costs tied to AI computing expansion. This move aligns Oracle with other major AI and cloud providers in a national policy effort around AI energy use. For investors tracking Oracle, this pledge adds a fresh policy angle to a story that has recently centered on contracts and financial...

New tariffs of 10% to 12.5% on imports tied to forced labor allegations are reshaping the cost equation for U.S. businesses, and small caps that manufacture close to home could see their relative position change. With importers facing higher input costs and ongoing debate about how tariffs flow through to household budgets, investors are looking again at companies that lean on domestic supply. This article explains how the latest trade policy shift might affect U.S. small caps and highlights...

Exelon (EXC) is back on investors’ radar after its Illinois utility, ComEd, rolled out a Time-of-Day Pricing program. Attention is also building around the company’s upcoming quarterly earnings report later this month. See our latest analysis for Exelon. For context, Exelon’s share price has moved to $47.53, with an 8.22% year to date share price return and a 69.88% five year total shareholder return. This suggests interest has been building over a multi year period as grid investment and...

Power Integrations (POWI) is drawing investor attention after recent share-price moves, with the stock down 10% over the past week and 22% over the past month. This has prompted fresh questions about its current valuation. See our latest analysis for Power Integrations. The recent 1 month share price return, which is down 22.5%, has pulled back sharply from a strong year to date share price return of 70.1%. Long term total shareholder returns over 3 and 5 years have been negative, suggesting...

CVS Health stock has delivered a strong 83.1% return over the past year, yet the broader valuation checks and current market multiples suggest the shares are not an obvious bargain at today’s level. The 83.1% one year gain signals a powerful rerating that raises the bar for what future cash flows and earnings need to justify. Recent legal and regulatory developments around drug pricing and pharmacy practices can support investor confidence if they reduce uncertainty over time, but they also...

In July 2026, JPMorgan Chase & Co. amended its By-laws to have non-management directors appoint any Lead Independent Director and, alongside this governance change, issued a wide range of new callable, unsecured medium-term notes across maturities from 2028 to 2056, including fixed, floating, step-up and zero-coupon structures. The combination of an enhanced board oversight mechanism and extensive long-dated funding activity highlights how JPMorgan is simultaneously adjusting its governance...

Stubbornly high grocery bills, rising interest in store brands and price rollbacks at big retailers are reshaping where consumer dollars go and which companies keep more of each sale. For investors, this mix of pressure on traditional brands and opportunity for lower cost alternatives can make private label and store brand producers worth a closer look, whether you prefer stability, growth potential or resilience when budgets tighten. This article breaks down how the latest trends could...

nVent Electric (NVT) recently announced a cash dividend of $0.21 per share, with an ex dividend date of July 24, 2026. This development is prompting investors to revisit what this payout means for the stock. See our latest analysis for nVent Electric. Beyond the dividend announcement, nVent Electric’s share price has recently pulled back, with a 1 day share price return of 4.4% down and a 30 day share price return of 9.41% down. However, the year to date share price return of 42.1% and 1 year...

Equinix stock has delivered a 45.8% total return over the past five years, yet the valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to roughly 30.4% undervaluation while earnings based multiples lean the other way. Over five years, Equinix has returned 45.8%. This puts the recent share price performance firmly in focus when judging whether the current level still makes sense. Growing demand for data center capacity in markets such as Switzerland...

Momentum and Expectations Around PBF Energy Stock PBF Energy (PBF) is drawing attention after a series of analyst updates highlighted strong momentum scores and rising earnings estimates ahead of its upcoming quarterly results expected on July 30. See our latest analysis for PBF Energy. At a recent share price of $61.63, PBF Energy has seen a 30 day share price return of 52.78% and a 1 year total shareholder return of 163.91%, signaling strong momentum despite a small pullback over the past...

Dividend increase puts NNN REIT’s income profile in focus NNN REIT (NNN) has drawn fresh attention after its board approved a quarterly dividend of $0.62 per share, a 3.3% increase, marking the company’s 37th consecutive annual dividend increase. See our latest analysis for NNN REIT. Beyond the dividend news, NNN REIT’s share price closed at $49.38 on July 24, 2026, with a 1-day share price return of 1.52% and a 90-day share price return of 12.56%. The 1-year total shareholder return of...

Hillman Solutions (HLMN) drew fresh attention after updating its second quarter and full year 2026 guidance while also launching a large refinancing of its term loan and asset based revolving credit facility. See our latest analysis for Hillman Solutions. Hillman Solutions’ latest guidance and refinancing update comes after a mixed share price run, with the stock closing at $7.97 and recording a 1 day share price gain of 1.27%, but a year to date share price decline of 8.50% and a 5 year...

Hut 8 Corp. recently announced it has fully commercialized its one‑gigawatt Beacon Point data center campus in Texas by signing a second 15‑year triple-net lease for 352 MW of IT capacity with the same high‑investment‑grade tenant, bringing the campus’s total contracted capacity to 704 MW and a base-term contract value of US$19.60 billion. This expansion cements Beacon Point as Hut 8’s first fully commercialized AI data center campus, anchored by long-duration, investment-grade leases that...

Talos Energy stock has delivered a strong 69.9% return over the past year, and a key consideration for investors now is how that rally lines up with valuation checks that still suggest the shares screen as cheap on several measures. The 69.9% one-year gain highlights how quickly sentiment has shifted in favor of Talos Energy, putting more pressure on the current valuation to be supported by fundamentals from here. Recent gains linked to US-Iran tensions and higher perceived oil supply risk...

Board changes put Inspire Medical Systems in focus Inspire Medical Systems (INSP) is drawing attention after two recent board moves: the appointment of Michael H. Carrel as a Class III director and the upcoming retirement of long-serving director Casey M. Tansey. See our latest analysis for Inspire Medical Systems. Despite the boardroom changes, Inspire Medical Systems’ share price tells a mixed story, with a 30 day share price return of 13.87%, a year to date share price decline of 46.69%,...