U.S. Mortgage REITs Stock News

Steel Dynamics, Inc. has reported past second-quarter 2026 results showing sales of US$6,091.56 million and net income of US$534.09 million, both higher than the same period a year earlier, with basic earnings per share from continuing operations rising to US$3.71. Across the first half of 2026, the company’s sales increased to US$11,296.42 million and net income to US$937.52 million, highlighting stronger profitability compared with the prior-year period. Next, we’ll examine how this sharp...

Recently, Fabrinet drew attention after an analyst highlighted concerns about product contract structures and how they may cloud near-term revenue visibility. At the same time, a spike in volatility for long-dated call options pointed to traders bracing for a company-specific shift in Fabrinet’s risk profile. We’ll now examine how these contract-driven revenue visibility concerns could influence Fabrinet’s broader investment narrative and future expectations. Capitalize on the AI...

TD SYNNEX recently appointed Chris Fabes as President of Canada and was named an approved global distributor for Fortinet Inc., expanding its leadership reach and cybersecurity distribution capabilities across multiple regions. These moves combine local leadership depth in Canada with a broadened global cybersecurity role, potentially enhancing TD SYNNEX's appeal to large systems integrators and technology vendors seeking coordinated, multi-country solutions. Next, we'll examine how the new...

OGE Energy stock is trading near record highs around US$49.95, yet the latest intrinsic value work and market multiple checks both point to the shares sitting at a premium rather than offering clear value. OGE Energy has returned 83.2% over the past 5 years, which puts recent gains in the spotlight when judging how much upside may be left in the current price. The stock is benefiting from solid investor interest in its dividend profile and recent revenue performance. The key risk for...

RingCentral (NYSE:RNG) announced a company-wide AI-native product initiative in collaboration with OpenAI. The program includes internal AI hackathons and use of tools such as ChatGPT Work and Codex across core product development. RingCentral also expanded its bi-directional partnership with NiCE to deliver integrated AI-powered UCaaS and CCaaS solutions. RingCentral sits in the middle of a communications market that is steadily moving toward unified, software-driven tools for voice,...

Bloom Energy (BE) is in focus after expanding its partnership with Brookfield, lifting available financing for AI power projects from US$5b to US$25b, alongside expectations for stronger upcoming earnings metrics. See our latest analysis for Bloom Energy. Despite the Brookfield expansion and rising interest in AI data center power, Bloom Energy's share price has pulled back sharply in the short term, with 1 day, 7 day and 30 day share price returns all declining, even as the year to date...

Globe Life Inc. ( NYSE:GL ) shareholders are probably feeling a little disappointed, since its shares fell 6.1% to...

Anyone interested in The PNC Financial Services Group, Inc. ( NYSE:PNC ) should probably be aware that the Executive VP...

Elevance Health, Inc. ( NYSE:ELV ) shareholders (or potential shareholders) will be happy to see that the President...

Even though Linkhome Holdings Inc. ( NASDAQ:LHAI ) has fallen by 12% over the past week , insiders who sold US$2.4m...

SiteOne Landscape Supply (SITE) has been trading under pressure recently, with the stock down about 14% over the past month and roughly 30% in the past 3 months from its recent levels. See our latest analysis for SiteOne Landscape Supply. That recent weakness comes on top of a year-to-date share price return of down about 20% and a 1-year total shareholder return of down roughly 25%. This points to fading momentum as investors reassess SiteOne Landscape Supply’s risk and growth profile. If...

Bausch + Lomb has launched its EyeGility Inserter in the U.S., a preloaded intraocular lens delivery system tailored for its enVista Aspire IOLs and, soon, enVista Envy lenses, aiming to offer smoother, one-handed cataract lens implantation through a 2.4mm incision. This new inserter emphasizes surgeon convenience and reliability, with features like balanced push force and extended standby time that could make Bausch + Lomb’s premium IOL platforms more appealing in everyday cataract...

On 20 July 2026, Tutor Perini Corporation (NYSE:TPC) was added to the S&P 1000, S&P Composite 1500, S&P 600, and S&P 600 Industrials indices, broadening its presence across key US equity benchmarks. This wave of index inclusions comes as investors focus on an upcoming earnings report that is expected to show higher revenue but lower earnings per share year-over-year, sharpening attention on the company’s execution and profitability. We’ll now explore how Tutor Perini’s addition to major S&P...

Recently, analysts issued a negative outlook on Ralph Lauren, highlighting weak constant currency revenue growth, suboptimal operating margin, and disappointing free cash flow projections relative to consumer discretionary peers. An interesting twist is that these concerns arise even as Ralph Lauren shows some operating margin improvement, prompting questions about the quality and sustainability of its profitability profile. We’ll now examine how these concerns about weak constant currency...

Grocery bills are staying stubbornly high, even as overall inflation cools, and that is reshaping where and how people shop. Traditional supermarkets face pressure as shoppers hunt for deals, trade down to store brands, and shift more spending toward discounters like Costco and Walmart. At the same time, price rollbacks and elevated input costs are squeezing margins across the sector. This article walks through three stocks that appear particularly exposed to these grocery inflation...

Earlier this week, EPAM Systems was lifted by a broad rally in IT services companies, as investors shifted funds into the sector amid renewed interest in technology-focused outsourcing and engineering providers. At the same time, White Falcon Capital Management flagged EPAM as a recent portfolio drag due to delayed digital transformation projects tied to rapid AI developments, while arguing that the company’s AI engineering strengths could be underappreciated relative to its compressed...

HNI (HNI) stock is in focus after the company was named to the TIME America’s Best Companies 2026 list, spotlighting employee satisfaction, financial performance, and sustainability transparency for investors tracking workplace-focused businesses. See our latest analysis for HNI. HNI's inclusion on TIME’s list comes as the stock trades at $41.62, with a 30 day share price return of 5.07% and a 90 day gain of 10.54%, while the 1 year total shareholder return is down 17.60% and the 3 year total...

First BanCorp (FBP) drew fresh investor attention after reporting second quarter 2026 results, combining lower net charge offs of $15,979,000 with ongoing share repurchases and a reaffirmed quarterly dividend. See our latest analysis for First BanCorp. At a share price of $28.82, First BanCorp has posted a strong year to date share price return of 37.89%, with recent momentum supported by a 18.89% 90 day share price return and a 41.16% 1 year total shareholder return. If First BanCorp's...

Range Resources earnings and buyback move put recent stock action in focus Range Resources (RRC) is back on investors' radar after reporting second quarter 2026 results that showed lower quarterly revenue and net income, in contrast with stronger first half figures and the completion of a multi year share repurchase program. The company posted second quarter revenue of US$833.57 million and net income of US$195.32 million, while also confirming it has retired 35,915,000 shares since 2019,...

IPG Photonics stock has declined by around 58.0% over the past five years, yet the shares still screen as expensive on the valuation checks that are available today. Over five years, IPG Photonics has fallen about 58.0%, which indicates that long term shareholders have faced a significant loss of value. The agreed €300 million acquisition of Lumibird Medical, with a potential €50 million earnout, can support expectations for a broader medical laser platform. However, integration and...

Amgen (AMGN) is back in focus after quarterly revenue of $8.62b surpassed analyst forecasts, with management pointing to double digit growth across 16 brands and reaffirming confidence in its long term outlook. See our latest analysis for Amgen. Against this backdrop, Amgen’s recent momentum has been firm. A 10.54% 90 day share price return and a 26.34% 1 year total shareholder return suggest investors are responding positively to earnings delivery and the company’s pipeline progress. If you...

Nucor Corporation recently announced that it expects stronger second-quarter 2026 segment profits and higher steel selling prices, supported by robust demand in key end markets and cash refunds tied to raw material costs. Beyond the headline profit improvement, Nucor’s diversified exposure across construction, manufacturing and infrastructure appears to be reinforcing confidence in its longer-term growth initiatives despite pockets of softer demand. We’ll now examine how expectations for...

ACADIA Pharmaceuticals (ACAD) drew investor attention after the FDA granted Fast Track designation to its investigational drug remlifanserin for hallucinations and delusions in Alzheimer’s disease psychosis, alongside new timing details for the RADIANT trial program. See our latest analysis for ACADIA Pharmaceuticals. The Fast Track news arrives after a period where ACADIA Pharmaceuticals’ share price has moved in fits and starts. The 90 day share price return of 11.39% contrasts with a year...

SkyWest (SKYW) has just put fresh numbers on the table for Q2 2026, reporting total revenue of US$1.1 billion and basic EPS of US$2.55, with net income of US$100.7 million setting the tone for the quarter. The company has seen quarterly revenue move from US$1.02 billion in Q4 2025 to US$1.01 billion in Q1 2026 and then to US$1.1 billion in Q2 2026, while quarterly EPS shifted from US$2.28 to US$2.54 to US$2.55 over the same stretch. This gives investors a clear view of how the top and bottom...