U.S. Mortgage REITs Stock News

Without a clear event driving headlines, Advanced Drainage Systems (WMS) still attracts attention as investors weigh its recent share performance, current earnings profile, and the scale of its water management business. See our latest analysis for Advanced Drainage Systems. Recent trading has been weak, with a 7 day share price return of 7.14% and a 30 day share price return of 18.21% at $139.85, even though the 1 year total shareholder return is 27.91% and the 3 year total shareholder...

Earlier this month, MKS Inc.’s CEO highlighted at Morgan Stanley’s TMT Conference that the company now serves an estimated 85% of global semiconductor fabrication equipment and 70% of electronics and packaging processes, while also advancing new capacity with a 500,000 square-foot Malaysia facility scheduled to open in mid-2026. Separately, MKS’s short-term greenhouse gas reduction targets received Science Based Targets initiative validation and a board member disclosed a US$72,705 insider...

Earlier in March 2026, Core Scientific, Inc. and the Cadillac Formula 1 Team announced a multi-year global partnership making Core Scientific the team’s Official Data Center Partner, with the company advising on secure, scalable, high-density infrastructure for the team’s new Indianapolis headquarters and broader racing operations. This collaboration elevates Core Scientific’s profile beyond digital asset mining by showcasing its high-performance computing capabilities in a demanding,...

Waste Management (NYSE:WM) has formally recognized outgoing CFO Devina Rankin for her leadership in integrating the Healthcare Solutions business following the Stericycle acquisition. The acknowledgment also highlights her role in supporting the management transition as the company moves to a new CFO. This recognition underscores the importance of the Stericycle deal and the new Healthcare Solutions segment in Waste Management's business mix. For investors watching NYSE:WM, this leadership...

Bank of America has agreed to settle a high profile lawsuit tied to its past relationship with Jeffrey Epstein and alleged failures to flag suspicious transactions. The settlement comes as senior executives, including the bank’s International President, have reported substantial insider share sales. These twin developments are raising fresh questions for investors around governance practices and potential regulatory focus at NYSE:BAC. For investors watching NYSE:BAC at a share price of...

In early 2026, Opera Limited was reported to have delivered strong operational performance in 2025, including revenue growth, expanding margins, and a growing ecosystem around its AI-enhanced browsers and fintech products such as MiniPay. An interesting angle is Opera’s 9.4% stake in rapidly expanding Opay and its MiniPay stablecoin wallet, which together highlight how browser-based fintech could become a more central part of the company’s business mix. We’ll now examine how Opera’s strong...

On March 12, 2026, Axcelis Technologies announced that Senior Vice President of Investor Relations and Corporate Strategy David Ryzhik was appointed Interim Chief Financial Officer, replacing departing CFO James Coogan, who will remain until April 24, 2026 to support the handover. The move places a long‑tenured finance and investor relations specialist at the center of Axcelis’s financial leadership, potentially sharpening how the company aligns capital allocation, messaging, and corporate...

Earlier this month, Zscaler expanded its global data sovereignty capabilities on the Zero Trust Exchange, adding new regional control and logging planes, in-region SSL inspection and malware analysis, and options for local or on-premises log storage to help customers keep sensitive data within required jurisdictions. This push toward a more decentralized, jurisdiction-aware cloud architecture, backed by third-party validation and customer-controlled encryption keys, could make Zscaler’s...

Google is negotiating with Chinese suppliers, including Envicool, to secure advanced liquid cooling systems for its data centers. The company is responding to AI workloads that are straining traditional air cooling across its infrastructure footprint. Supply constraints in hubs such as Taiwan are pushing Alphabet to broaden its sourcing for critical cooling technology. Alphabet, trading on NasdaqGS:GOOGL, is leaning into data center infrastructure at a time when its share price sits at...

Why Arrow Electronics is on investors’ radar now Arrow Electronics (ARW) has caught attention after recent trading left the stock around $140.89, with mixed shorter term moves that include an almost 10% decline over the past month and a stronger past 3 months. See our latest analysis for Arrow Electronics. Despite the recent 1 month share price return of negative 9.8% and a mild pullback in the last session, Arrow Electronics still shows stronger momentum when looking at its 3 month share...

In early March 2026, Amprius Technologies reported that full-year 2025 sales rose to US$73.01 million while net loss held near US$44.02 million, and it also filed a US$120.19 million shelf registration for 8,071,632 common shares linked to an ESOP-related offering. The company further issued 2026 guidance calling for revenue of at least US$125.00 million and a sharply reduced net loss of under US$8.00 million, highlighting a meaningful improvement in its expected earnings profile. Next,...

Eli Lilly (NYSE:LLY) reported positive topline Phase 3 ADorable-1 results for EBGLYSS (lebrikizumab-lbkz) in pediatric patients with moderate to severe atopic dermatitis. The trial met its primary and key secondary endpoints, supporting potential use in children in addition to existing indications. The outcome may support a future label update, widening the addressable patient pool for EBGLYSS. Eli Lilly enters this news cycle with shares at $930.35 and a 5-year return of about 4x,...

Westinghouse Air Brake Technologies recently reported a stronger-than-expected fourth-quarter 2025 performance and reaffirmed confident 2026 guidance, emphasizing double-digit adjusted EPS growth, record cash generation, and support from a multi-year backlog despite industry headwinds. Around the same time, Executive Vice President of Sales & Marketing Gina Trombley sold 4,013 shares, highlighting ongoing insider selling that contrasts with the company’s upbeat operational outlook. Next,...

AppLovin (APP) is drawing fresh attention after announcing a self-service advertising platform and a push into e-commerce advertising, targeting small and mid-sized developers while continuing share buybacks and leaning on its AI-powered tools. See our latest analysis for AppLovin. Despite the news around the self-service platform and e-commerce push, recent trading has been choppy, with a 17.55% 1 month share price return but a 25.75% year to date share price decline. The 1 year total...

JetBlue Airways stock: recent performance snapshot JetBlue Airways (JBLU) has drawn attention after a challenging period for the stock, with recent returns over the month and past 3 months under pressure, while the airline continues to operate across more than 100 destinations. See our latest analysis for JetBlue Airways. At a share price of $4.21, JetBlue’s 30 day share price return of a 28.76% decline and 1 year total shareholder return of a 24.01% loss point to fading momentum after a...

Chevron (CVX) is back in focus as the closure of the Strait of Hormuz and ongoing conflict in the Middle East tighten global crude supply, lift oil prices, and increase volatility across energy markets. See our latest analysis for Chevron. The share price performance has been strong, with a 6.3% 7 day share price return, a 7.7% 30 day share price return and a 32.4% 90 day share price return, while the 1 year total shareholder return of 28.7% indicates momentum that extends beyond the recent...

Upcoming earnings and analyst update put DLocal (DLO) in focus DLocal (DLO) heads into its Q4 2025 earnings release on March 18, 2026, with investors weighing recent results, fresh estimates, and an updated analyst view that keeps a positive rating but revises expectations. See our latest analysis for DLocal. The share price has been choppy ahead of the Q4 update, with a 3.17% one-day share price return contrasting with a 16.63% year-to-date share price decline. At the same time, the 1-year...

Cytokinetics recently announced that four presentations on MYQORZO™ (aficamten) for symptomatic obstructive hypertrophic cardiomyopathy were delivered at the American College of Cardiology 2026 Annual Scientific Session, highlighting new analyses from the SEQUOIA-HCM, MAPLE-HCM, and FOREST-HCM trials. The data underscored that aficamten improved exercise capacity versus placebo and metoprolol, maintained efficacy across patients with and without hypertension, and showed reassuring safety...

Unity Software (U) is back in focus after a fresh round of analyst upgrades and positive commentary that emphasize its move toward new products, improving operating margin, and AI as a complementary tool. See our latest analysis for Unity Software. That interest is coming after a sharp reset in Unity's share price, with a 90 day share price return of a 54.11% decline and a year to date share price return of a 54.60% decline, even as the 1 year total shareholder return is a smaller 5.01%...

To put DTE Energy in context, you need to decide whether the current share price reflects fair value, a potential opportunity, or a risk of overpaying. DTE Energy's share price closed at US$149.34, with total returns of 1.1% over 7 days, 3.0% over 30 days, 14.6% year to date, 14.0% over 1 year, 55.8% over 3 years and 60.5% over 5 years. This gives you a useful snapshot of how the stock has behaved over different time frames. Recent company specific news has focused on DTE Energy's role as a...

Brady (BRC) is back on many investors’ screens after a recent shift in its share performance, with the stock flat over the past day but showing mixed moves over the past month and over the past 3 months. See our latest analysis for Brady. With the share price at $85.99, Brady’s recent 30 day share price return of 10.73% decline contrasts with a 9.33% share price gain year to date and a 21.91% total shareholder return over the past year. This suggests momentum has cooled after a stronger...

Experis, a ManpowerGroup brand, recently launched its EXCELERATE AI enterprise AI agent services portfolio and Enterprise AI Services Suite, partnering with SoundHound AI to deploy and manage conversational AI agents at scale for large organizations, initially focusing on sectors such as US healthcare. This move extends ManpowerGroup’s role beyond technology staffing into building and orchestrating AI-powered automation for clients, potentially deepening relationships and expanding...

Zions Bancorporation, N.A. recently became the focus of a securities fraud investigation after disclosing apparent misrepresentations and contractual defaults on two commercial and industrial loans in its California Bank & Trust division, prompting full provisioning and significant charge‑offs. At the same time, Zions is hosting a fraud prevention conference and has taken a lead role arranging a US$490 million credit facility for Varex Imaging, underscoring its dual position as both a risk...

On March 10, 2026, Markel Insurance appointed Kristen Dardia as Head of Portfolio Analytics for the US and Bermuda, tasking her with leading advanced analytics, technical pricing, and portfolio management after nearly two decades in actuarial science, analytics, and business strategy. Her track record embedding analytics into underwriting and portfolio decisions could meaningfully influence how Markel Group refines risk selection and pricing across its specialty insurance operations. Next,...