U.S. Retail REITs Stock News

Parsons (PSN) just secured a multiple award task order contract with the United States Air Force at Hill Air Force Base, a US$136 million ceiling over 8.5 years that adds to several recent defense focused wins. See our latest analysis for Parsons. Despite a run of new defense and infrastructure contracts and recent insider share purchases, Parsons’ share price has retreated, with the 30 day share price return down 10.32% and the year to date share price return down 19.08%, while the 3 year...

Cboe Global Markets appointed Julie Bauer as Senior Vice President, Head of Government Relations. The new role focuses on global advocacy and regulatory engagement with policymakers and market supervisors. The appointment introduces an experienced policy executive at a time of complex regulatory scrutiny for market infrastructure firms. Cboe Global Markets, ticker BATS:CBOE, is drawing attention after naming Julie Bauer to lead its government relations efforts. The move comes with the stock...

General Mills (GIS) just made a significant leadership move by promoting long-time executive Dana McNabb to Chief Operating Officer and adding her to the board. This shift could influence how investors think about the stock. See our latest analysis for General Mills. The recent leadership and product announcements come against a weak share price backdrop, with the stock down 30.82% over 90 days and the 1 year total shareholder return declining 33.34%. This suggests that momentum has been...

GDS Holdings (GDS) is back on traders’ radar after a sharp share price move tied to improved analyst sentiment, a stronger earnings outlook and renewed AI driven growth in its China data center business. See our latest analysis for GDS Holdings. The recent 6.9% 1 day share price return and 9.4% 30 day share price return come on top of a 19.2% year to date share price return. At the same time, the 1 year total shareholder return of 67.46% and very large 3 year total shareholder return of about...

Fortinet and NVIDIA have announced FortiAIGate, a GPU accelerated zero trust security platform focused on protecting AI workloads, data, and autonomous agents. The joint solution is aimed at securing AI deployments across data centers, cloud, and edge environments, with features tailored to AI specific risks such as prompt injection attacks. Fortinet, traded as NasdaqGS:FTNT, is drawing fresh attention with this move into AI focused security infrastructure. The stock recently closed at...

In recent weeks, Ionis Pharmaceuticals announced that the FDA accepted its priority review submissions for olezarsen in severe hypertriglyceridemia and zilganersen in neurology, while the company ramped up launch preparations for both therapies. These regulatory milestones mark an important shift as Ionis moves further into independent commercialization, potentially broadening its treatment footprint beyond rare disease niches. Now, we’ll examine how FDA priority review for olezarsen and...

In the first quarter of 2026, Plains GP Holdings, L.P. reported revenue of US$12.47 billion, net income of US$20 million, and basic earnings per share from continuing operations of US$0.24, while also updating investors on progress with NGL asset sales and Cactus III integration. Alongside these results, the company raised its full-year 2026 adjusted EBITDA guidance midpoint to US$2.88 billion and added experienced energy executive Cynthia B. Taylor to its board and key committees,...

ONEOK (OKE) just posted a strong first quarter, with net income up 12% and adjusted EBITDA up 13%, and raised its 2026 earnings guidance, a combination that quickly drew more investor attention. See our latest analysis for ONEOK. ONEOK's recent earnings update comes on the back of firm share price momentum, with a year to date share price return of 19.44% and a 5 year total shareholder return of 121.36%. This suggests investors have been rewarding the stock as confidence around its outlook...

Amdocs recently reported past quarterly results showing revenue and earnings largely in line with guidance while unveiling new AI‑driven platforms and confirming a CFO transition effective June 1, 2026. At the same time, the company deepened its role in telecom modernization through multi‑year agreements and cloud migrations with operators such as Telefónica Móviles Argentina, Vodafone Ireland, Lumen Technologies, and others. Next, we’ll examine how Amdocs’ push into AI-powered telco...

In early May 2026, Aurora Innovation reported first-quarter sales of US$1.00 million alongside a net loss of US$223.00 million, while announcing expanded autonomous freight operations with partners including McLane, Hirschbach and Volvo Autonomous Solutions across key Sun Belt routes. The transition of McLane’s Dallas–Houston lane to fully driverless service and Hirschbach’s plan for 500 Aurora-powered trucks highlight growing commercial confidence in Aurora’s self-driving platform despite...

Targa Resources (TRGP) is back in focus after first quarter 2026 results showed revenue of US$4,094.7 million and net income of US$479.6 million, alongside commentary highlighting Permian growth potential and extensive midstream infrastructure. See our latest analysis for Targa Resources. The first quarter earnings, together with ongoing share repurchases of US$696.92 million since August 2024, come against a strong backdrop, with a 30 day share price return of 9.47% and a one year total...

Fabrinet (FN) is back in focus after releasing third quarter results that showed higher sales and net income than a year earlier, along with fresh guidance and an update on its long running share repurchase program. See our latest analysis for Fabrinet. The latest quarterly update and guidance arrived alongside strong price momentum, with a 1-day share price return of 9.71% and a 90-day share price return of 50.65%. This sits alongside a very large 1-year total shareholder return of roughly...

Wolfspeed (WOLF) has climbed to fresh all-time highs after a bullish post-bankruptcy thesis and management commentary on improved financial flexibility, even as Q3 results showed ongoing losses and operational hurdles. See our latest analysis for Wolfspeed. The recent 291.25% 3 month share price return and 230.69% year to date share price return, with the stock now at US$62.60, point to strong positive momentum as investors respond to the post bankruptcy setup, reduced Q3 losses and fresh all...

Viper Energy (VNOM) is in focus after a busy early May, as the company raised its 2026 production guidance, reported first quarter results, and paired continued share buybacks with base and variable dividends. See our latest analysis for Viper Energy. Those updates have landed against a backdrop of solid momentum, with a 30 day share price return of 5.98% and year to date share price return of 24.70%. The 1 year total shareholder return is 21.15%, suggesting recent enthusiasm has been...

Fourth quarter earnings put GSI Technology’s recent stock move in context GSI Technology (GSIT) recently reported fourth quarter results, with sales of US$6.32 million and a net loss of US$4.82 million, drawing fresh attention to a stock that has already seen strong recent returns. See our latest analysis for GSI Technology. The earnings release has landed against a backdrop of very strong recent momentum, with a 30 day share price return of 98.30% and a 1 year total shareholder return of...

Investors may be wondering if Newmont at US$118.96 is still reasonably priced after a strong run, or if the easy gains are behind it. The stock has recent returns of 3.4% over 7 days, 2.1% over 30 days, 17.5% year to date, 147.6% over 1 year and 186.2% over 3 years, which naturally puts the spotlight on whether the current price reflects these moves. Recent discussion around Newmont has focused on how the stock fits into broader materials sector themes and how investors are thinking about...

In early May 2026, Exelixis reported first-quarter revenue of US$610.81 million and net income of US$210.47 million, maintained its 2026 revenue guidance of US$2.53–US$2.63 billion, expanded its share repurchase authorizations, and scheduled a Bank of America healthcare conference presentation featuring CEO Michael Morrissey. A key development is the focus on zanzalintinib, with new combination studies in additional cancer indications and financial guidance that excludes any potential...

Cava Group recently saw increased attention ahead of its past May 19 earnings release, with analysts projecting higher revenue but lower year-over-year earnings per share alongside brisk options trading that pointed to a potentially sharp post-report price move. Insider share sales tied to vested restricted stock units and rising analyst earnings estimates highlighted how tax-driven transactions and shifting expectations can both influence how investors interpret the company’s growth and...

American Eagle Outfitters (NYSE:AEO) and Bubble Skincare are launching a co-created collection that combines apparel and skincare. The partnership brings a shared focus on community-driven values and Gen Z engagement into a single product line. The collection will be available across American Eagle stores, online, and through TikTok Shop, including a first-time rollout for the company on that platform. For investors watching NYSE:AEO, this collaboration sits at the intersection of fashion,...

Formula One Group recently reported past first-quarter 2026 results, with revenue of US$711 million and net income of US$57 million, both sharply higher than a year earlier. The strong year-on-year jump in profitability suggests the business is converting its growing commercial footprint and content portfolio into meaningfully improved earnings power. Next, we’ll examine how this earnings acceleration, particularly the jump in net income, affects Formula One Group’s broader investment...

SiTime (SITM) just paired strong first quarter 2026 results with a new AI focused timing chip, the Elite 2 Super-TCXO, putting both its earnings profile and AI data center opportunity in sharper focus for investors. See our latest analysis for SiTime. The stock’s recent surge has been sharp, with a 30 day share price return of 86.84% and a year to date share price return of 125.78%. The 1 year total shareholder return of 311.48% and 5 year total shareholder return near 9x underline how much...

Recent attention on Zevra Therapeutics (ZVRA) centers on its first quarter 2026 earnings, where sales and net income figures shifted sharply, and earnings per share turned positive compared with a loss a year earlier. See our latest analysis for Zevra Therapeutics. Those earnings and the recent SDX portfolio sale have come alongside a 30 day share price return of 14.4% and a 90 day share price return of 32.38%, while the 3 year total shareholder return of 127.4% points to momentum that has...

In recent days, Viking Holdings announced it would report its Q1 2026 results before the market open on 14 May 2026 and host an earnings call the same day, while also unveiling its first fully electric motor coach for guest transportation in Europe and advancing plans for hydrogen-powered ships. Together, these updates highlight how Viking is pairing demand for luxury experiential travel with visible investment in lower-emission technologies, potentially reshaping how investors view the...

Recent share performance and business mix Chubb (CB) has seen its stock pull back recently, with the price down about 2% over the past week, around 4% over the past month, and roughly 5% over the past 3 months. At a recent close of US$316.01 and a market value of about US$124.9b, the insurer runs a broad mix of property and casualty, crop, life, and reinsurance operations across North America and overseas markets. For investors tracking fundamentals, Chubb reports annual revenue of...