U.S. REITS Stock News

Erie Indemnity recently reported significant growth in direct and assumed written premiums, highlighted by an increase in average premium per policy and continued optimism in its guidance despite headwinds. Operational challenges, such as a cybersecurity incident and higher weather-related losses, tested the company's resilience but did not alter its expectation of ongoing growth. To explore what this means for Erie Indemnity’s investment narrative, we'll consider how resilient premium...

In August 2025, Flex Ltd.’s Mukachevo, Ukraine facility dedicated to consumer and lifestyle products was damaged in a missile strike, leading to the evacuation of all staff and the hospitalization of several employees and contractors. Despite representing only about 1% of Flex’s revenue, the incident underscores the company’s exposure to geopolitical events in its global operations and the activation of business continuity measures. We’ll now examine how the operational disruption and Flex’s...

On August 28, 2025, Build-A-Bear Workshop reported second-quarter financial results with year-over-year increases in revenue and earnings, raised its fiscal year 2025 earnings guidance, announced a higher target for new store openings, and completed a share repurchase tranche. These developments highlight the company's ability to not only drive profit growth but also accelerate expansion efforts through a mix of company-owned, partner-operated, and franchised locations. With the company...

In late August 2025, Cytokinetics presented new clinical data for aficamten at the European Society of Cardiology Congress in Madrid, with findings published in key medical journals and updates on its regulatory review status in major markets including the U.S., Europe, and China. A unique highlight from this announcement was that aficamten showed a minimal incidence of new atrial fibrillation and is accompanied by plans for commercialization, reinforced by the appointment of an experienced...

Urban Outfitters, Inc. recently reported second quarter earnings showing sales of US$1.50 billion and net income of US$143.87 million, both higher than the previous year, and introduced the second season of its On Rotation in-store experience in partnership with Levi’s®. These announcements highlight the company’s continued focus on expanding experiential retail initiatives while reporting strong growth in sales and earnings for both the quarter and the first half of the year. We will...

UiPath recently appointed Michael Atalla as its new Chief Marketing Officer, entrusting him with leadership over global marketing, brand, and communications initiatives aimed at advancing the company’s presence in agentic AI and automation. Atalla’s extensive experience at F5 and Microsoft, particularly in cloud transformation and enterprise technology marketing, signals UiPath’s intent to amplify its influence in transforming business automation and shaping market perception. We’ll examine...

On September 2, 2025, QUALCOMM’s Board of Directors elected Dr. Jeremy (Zico) Kolter, a leading expert in AI safety and cybersecurity from Carnegie Mellon University and current Chair of OpenAI’s Safety and Security Committee, to the Board and its Governance Committee. Dr. Kolter’s extensive background in artificial intelligence, cybersecurity, and industry partnerships introduces specialized expertise as QUALCOMM accelerates its investments in next-generation technology initiatives. We’ll...

On August 22, 2025, Advanced Micro Devices announced that Mr. Philip Carter resigned as Corporate Vice President and Chief Accounting Officer, with Ms. Jean Hu stepping in as interim Chief Accounting Officer while the company searches for a permanent replacement. Meanwhile, AMD continues to sharpen its focus on artificial intelligence and high-performance computing, highlighted by its collaboration with IBM on hybrid quantum-classical computing systems and ongoing traction in the data center...

In the past week, Workday reported second-quarter results with revenue of US$2.35 billion and net income of US$228 million, announced new wellness-focused partnerships with Benepass and New York Life Group Benefit Solutions, and revealed deeper integration with Zuora for financial management automation. These developments highlight Workday's momentum in expanding its client ecosystem and leveraging AI-enabled integrations to enhance administrative efficiency and customer value across HR and...

On August 20, 2025, the Detroit Lions announced a partnership with Shift4 Payments to handle ticketing transactions, food and beverage concessions, and retail merchandise sales at Ford Field, leveraging Shift4’s SkyTab Venue point-of-sale system and commerce technology. This collaboration highlights Shift4’s traction in the sports and entertainment vertical by showcasing how its integrated solutions can consolidate and simplify commerce experiences for large-scale professional venues. We’ll...

Piramal Pharma Solutions and NewAmsterdam Pharma recently announced the opening of a dedicated oral solid dosage form suite at Piramal's Sellersville, Pennsylvania facility, aimed at enhancing manufacturing services and supporting the future delivery of NewAmsterdam's investigational drug therapy. This expansion is expected to boost operational efficiency while creating over 20 new jobs in the local community over the next five years. We'll explore how this manufacturing investment...

HEICO Corporation recently reported third quarter 2025 results, noting sales of US$1.15 billion and net income of US$177.34 million, alongside its completion of five acquisitions year-to-date and ongoing focus on additional acquisition opportunities. A unique aspect was management's emphasis on using strong cash generation to fund value-accretive acquisitions and maintain financial flexibility, which they see as central to supporting long-term growth. We'll explore how HEICO's focus on...

Wells Fargo & Company recently completed and announced several fixed income offerings, issuing both senior unsecured and subordinated notes with varying maturities and fixed coupon rates, including new callable bonds due between 2028 and 2045. This concentrated wave of bond issuance highlights Wells Fargo’s intent to optimize its capital structure and attract fixed income investors amid ongoing sector developments. We’ll explore how Wells Fargo’s multi-billion dollar bond offerings may...

On August 29, 2025, Appian Corporation announced a share repurchase program authorizing the buyback of up to US$10 million of its shares through August 28, 2027, and revealed enhanced AI capabilities and customer success stories demonstrating operational transformation for insurers using its platform. MagMutual, a leading insurer, reported that using Appian's AI-powered platform enabled instant quote generation, unified workflows, and accelerated acquisition integration, which quickly...

The Cigna Group recently filed a shelf registration enabling future issuances of various securities and announced a new fixed-income debt offering. This move gives Cigna increased financial flexibility, which could be used for refinancing, acquisitions, or investments to support business initiatives. We'll examine how Cigna's new shelf registration and fixed-income offering may influence its long-term capital strategy and investment outlook. Explore 23 top quantum computing companies...

Dorchester Minerals, L.P. recently announced it completed the acquisition of approximately 3,050 net royalty acres of mineral interests in Adams County, Colorado through a non-taxable contribution and exchange. This expansion increases Dorchester Minerals' footprint in a key U.S. energy-producing region, potentially shaping the partnership's future distribution profile. We'll explore how increasing Dorchester Minerals' royalty acreage in Colorado could alter the company's investment...

Viking Holdings recently announced the delivery of its newest river ship, the Viking Gyda, built exclusively for Portugal’s Douro River and accommodating 106 guests in 53 staterooms. This addition brings Viking’s Douro River fleet to five ships and highlights its plan to expand its river and ocean cruise offerings significantly over the coming years. We will examine how the addition of Viking Gyda and reaffirmed fleet expansion targets may influence Viking Holdings' long-term investment...

On August 26, 2025, Ryanair announced a partnership agreement with Booking Holdings, giving Booking.com, KAYAK, Priceline, and Agoda customers seamless access to Ryanair flights and integrated myRyanair account services across the airline's extensive destination network. This collaboration enhances Booking Holdings’ ability to offer end-to-end travel solutions with greater transparency and streamlined customer experiences across Europe. We’ll examine how the Ryanair partnership increases...

In the past week, Academy Sports and Outdoors updated its full-year guidance for fiscal 2026, raising expected net sales, net income, and diluted earnings per share, while simultaneously announcing plans for further store expansions and affirming its quarterly dividend. This combination of heightened earnings expectations and ongoing growth efforts, alongside continued share buybacks and community engagement, marks a period of increased momentum for the company. We'll take a closer look at...

DexCom, Inc. presented at the Wells Fargo 20th Annual Healthcare Conference on September 3, 2025, at the Encore Boston Harbor Hotel in Boston, Massachusetts, offering updates and insights on the company's ongoing operations and innovations to healthcare investors and stakeholders. With growing anticipation ahead of the event, heightened attention may reflect expectations for new information regarding DexCom's product advancements or corporate strategy, which can often influence investor...

In August 2025, Credo Technology Group Holding Ltd. and Volex plc reached a license and settlement agreement, resolving their patent dispute over Credo's active electrical cable technology and resulting in the withdrawal of ongoing litigation. This resolution could have significant implications for Credo by clearing legal hurdles and potentially strengthening its position in the high-speed connectivity solutions market. We’ll explore how resolving this patent lawsuit could impact Credo’s...

Celcuity Inc. recently announced that the FDA accepted its New Drug Application for gedatolisib in HR+/HER2- advanced breast cancer under the Real-Time Oncology Review program, following positive topline Phase 3 results from the VIKTORIA-1 trial’s PIK3CA wild-type cohort. The combination of gedatolisib with standard therapies showed unprecedented improvements in progression-free survival and risk reduction in this challenging cancer subtype. We’ll explore how FDA acceptance and the...

On August 28, 2025, Uber Technologies, Inc. and Dollar Tree, Inc. announced a nationwide partnership enabling on-demand delivery from nearly 9,000 Dollar Tree stores via the Uber Eats platform across the U.S. This collaboration extends Dollar Tree's reach to consumers seeking convenience and expands its footprint in the rapidly growing on-demand retail delivery market. We'll assess how Dollar Tree's entry into nationwide on-demand delivery could influence its growth outlook and core business...

On September 2, 2025, Uber Technologies announced a new partnership with Best Buy, bringing on-demand and scheduled delivery of consumer electronics, appliances, and tech products from over 800 Best Buy stores to the Uber Eats platform. This collaboration marks Uber’s first major foray into the electronics retail delivery sector, broadening its delivery ecosystem beyond prepared food and groceries. We'll explore how the expanded delivery partnership with Best Buy could impact Uber's growth...