U.S. Mortgage REITs Stock News

Alcoa Corporation recently reported second-quarter 2026 results, with sales rising to US$3,966 million and net income to US$407 million, alongside higher earnings per share versus a year earlier. At the same time, Alcoa trimmed its 2026 alumina production and shipment guidance due to refinery disruptions, even as aluminum output projections remained unchanged and options activity pointed to heightened market expectations for volatility. Now we’ll examine how Alcoa’s strong quarterly earnings...

Warner Bros. Discovery (WBD) is back in focus after the European Commission cleared its proposed acquisition by Paramount Skydance Corporation. This clearance is a key regulatory milestone that comes alongside ongoing antitrust challenges in the United States. See our latest analysis for Warner Bros. Discovery. At a share price of $25.77, Warner Bros. Discovery has seen short term share price pressure, with its 1 month share price return down 5.26%, even as the 1 year total shareholder return...

In July 2026, FTI Consulting, Inc. appointed Dylan Ryan as Senior Managing Director in its Risk & Investigations practice and Emmanuel Fages as Senior Managing Director in its Energy & Utilities practice, enhancing its Forensic and Litigation Consulting and Economic and Financial Consulting segments. By adding a financial crime risk specialist in Sydney and an energy economist in Paris, FTI Consulting is reinforcing its capabilities in complex regulatory, financial crime and...

Mobileye Global (MBLY) has reported Q2 2026 revenue of US$508 million with a basic EPS loss of US$0.03 and net income loss of US$21 million, putting fresh numbers in front of a market already focused on the company’s path to profitability. Over recent quarters the company has seen revenue move between US$438 million and US$558 million, while basic EPS has ranged from a small loss of US$0.03 to a much larger quarterly loss of US$4.67, highlighting how volatile reported earnings have been...

Global Ship Lease (GSL) has set August 6, 2026 for the release of its second quarter results, with a conference call and webcast that may give investors fresh insight into the containership lessor. See our latest analysis for Global Ship Lease. Global Ship Lease's recent share price momentum has been firm, with a 1 day share price return of 1.37%, a 7 day return of 8.59% and a year to date return of 24.89%. The 1 year total shareholder return of 60.96% and 5 year total shareholder return of...

Nordic American Tankers reported that the tanker market remains exceptionally strong, while three vessels previously trapped in the Arabian Gulf since February 28, 2026 have been released and returned to global trading, and a separate Black Sea attack caused only minor damage with the crew unharmed. This combination of a very strong operating backdrop and the restoration of previously disrupted capacity materially improves the company’s near‑term operational flexibility and earnings...

Paychex stock has retreated over the past year, yet the current US$113.55 share price sits at a point where the Discounted Cash Flow (DCF) intrinsic value estimate suggests meaningful upside, while traditional earnings multiples look roughly in line with the market. That split leaves investors weighing a seemingly attractive DCF signal against a more neutral read from broader valuation checks. Over the last 12 months, Paychex has delivered a decline of 20.7%, which puts recent returns at...

Berkshire Hathaway has entered a new era under CEO Greg Abel, marked by fresh capital allocation moves, including an Alphabet investment, expanded buybacks, and acquisitions such as Taylor Morrison and Dwellworks Living by CORT, while Berkshire Hathaway Energy ramps up investment to meet AI-driven data center power demand. These shifts highlight how Berkshire’s next chapter may be defined less by Warren Buffett’s philanthropy and more by how Abel deploys a very large cash pile across...

Earlier this week, CSX Corporation reported second-quarter 2026 results showing revenue of US$3,935 million and net income of US$1,002 million, alongside confirmed full‑year 2026 guidance for mid‑ to high‑single‑digit revenue growth and operating margin expansion of more than 350 basis points. The company paired these results with an ongoing capital return program, repurchasing over 127.72 million shares under its 2023 authorization and affirming a US$0.14 quarterly dividend, highlighting...

Analyst expectations around Olin (OLN) have taken center stage ahead of its June 2026 quarter earnings report, with projections calling for higher earnings even as revenue estimates point to a lower top line. See our latest analysis for Olin. Olin's recent momentum has been mixed, with the share price up 5.5% over the past week and 10.5% over the past month, but still down 13.3% over 90 days. The 1 year total shareholder return of 12.8% contrasts with a much weaker 3 year record, suggesting...

In mid-July 2026, JetBlue and ClarityPay launched an embedded “pay later” program that offers eligible customers 0% APR financing for up to 12 months through August 15, 2026, integrated directly into the booking journey with personalized installment options from 6 weeks to 48 months. The program’s tight integration with JetBlue’s TrueBlue loyalty scheme and white-label, AI-driven cross-sell capabilities makes financing a core part of trip planning, potentially deepening customer engagement...

Earlier this week, Teledyne Technologies reported Q2 2026 results showing sales of US$1,662.5 million and net income of US$251.7 million, alongside filing a US$651.22 million shelf registration to offer 1,000,000 common shares for an ESOP-related program. The combination of record quarterly orders, higher full-year guidance, and a new employee stock ownership plan offering highlights Teledyne’s focus on both growth and long-term workforce alignment. We’ll now examine how Teledyne’s record...

Rising tensions in the Red Sea have put critical shipping lanes and energy infrastructure in the spotlight, and that is feeding directly into how investors think about large infrastructure and engineering stocks. When oil routes and key facilities face higher security risks, the companies that build, maintain or secure essential assets can see sentiment shift quickly, for better or worse. This article looks at three stocks from our Global Infrastructure & Engineering Companies screener that...

In recent weeks, reports indicate Manchester United have reached an agreement in principle on personal terms with Roma midfielder Manu Kone, as the club intensifies its search for a third midfield signing following departures and injuries. This potential £51m acquisition highlights Manchester United’s commitment to reshaping its midfield core amid strong competition from European and Saudi clubs, reinforcing the club’s effort to build a deeper squad for upcoming campaigns. We’ll now...

At its 2026 Annual Meeting of Shareholders held on September 10, 2026, ePlus Inc. secured board approval for a proposal to amend its Certificate of Incorporation to lift authorized common shares from 50,000,000 to 75,000,000, keeping preferred shares unchanged at 2,000,000 and raising total authorized capital stock to 77,000,000, subject to shareholder approval. This planned increase in authorized common stock gives ePlus added flexibility to fund future business and financial initiatives,...

Insight Enterprises (NSIT) has drawn fresh attention after a recent move in its share price, with the stock last closing at $117.65. Investors are weighing this level against the company’s fundamentals and recent return profile. See our latest analysis for Insight Enterprises. The recent 1-day share price return of 1.72% and 90-day share price return of 60.66% place Insight Enterprises firmly in a momentum phase, although the 1-year total shareholder return declined 19.32%, showing a...

Ionis Pharmaceuticals (IONS) is under renewed scrutiny after reporting that its late stage CARDIO TTRansform trial for eplontersen with AstraZeneca did not meet the primary efficacy endpoint, triggering a sharp share price reaction and a shareholder investigation. See our latest analysis for Ionis Pharmaceuticals. The eplontersen trial failure and shareholder investigation come after a sharp shift in momentum for Ionis Pharmaceuticals, with the share price down 26.10% over 30 days and 29.02%...

Dutch Bros stock has delivered a strong 112.1% total return over the past three years, yet the current checks suggest the shares do not screen as a clear bargain at today’s valuation. Over the last three years, Dutch Bros has returned 112.1%, which puts more weight on whether today’s price already reflects much of that progress. Expectations around sustained store expansion and revenue growth can support the current market price, while any pressure on store level margins or cash generation...

Bath & Body Works (BBWI) stock is drawing renewed attention after the company announced its entry into Brazil, opening its first store and digital channel in a market known for strong fragrance and self-care demand. See our latest analysis for Bath & Body Works. At a share price of $19.90, Bath & Body Works has seen its 30-day share price return fall 8.76%, and its 1-year total shareholder return decline 34.43%. This suggests recent momentum has been weak even as investors react to the Brazil...

Investors in CSX Corporation ( NASDAQ:CSX ) had a good week, as its shares rose 4.9% to close at US$53.23 following the...

Kinder Morgan, Inc. ( NYSE:KMI ) just released its quarterly report and things are looking bullish. The company beat...

Recently, SK Group and NVIDIA agreed a more than US$500.00 billion AI infrastructure partnership anchored by a planned 2-gigawatt Vera Rubin DSX AI factory, while NAVER, Brookfield and NVIDIA outlined a US$10.00 billion expansion of Korea’s sovereign AI factory footprint and NVIDIA deepened research and packaging ties with KAIST and Amkor. Together, these moves show NVIDIA extending its full-stack AI platform into sovereign and hyperscale “AI factory” builds while simultaneously shoring up...

CareTrust REIT has delivered a strong share price run over the past three years, yet the current checks paint a mixed valuation picture that leaves investors weighing a solid return record against only a partial signal that the stock is still cheap on fundamentals. The stock has returned 137.7% over three years, which puts recent gains at the center of any discussion about whether new buyers are paying up for that performance. Future rent growth and cash flows from its healthcare-focused...

Freedom Holding (FRHC) drew fresh investor attention after signing Memoranda of Understanding with Antom, a payment services provider under Ant International, to build cross border payment solutions for Kazakhstani users shopping on Chinese e commerce platforms. See our latest analysis for Freedom Holding. At a share price of $151.02, Freedom Holding has pulled back slightly over the last week but still shows a 30 day share price return of 11.49% and a year to date share price return of...