U.S. Retail REITs Stock News

CoStar Group, Inc. recently announced that Steve Price has joined as President of Ten-X, its digital commercial real estate auction platform, bringing more than a decade of senior leadership experience from Auction.com and earlier roles at Bank of America. Price’s track record in building large-scale disposition programs, introducing remote bidding technology, and cutting operating costs through automation could meaningfully influence how Ten-X operates within CoStar’s broader real estate...

FDA milestone puts Neurocrine Biosciences in focus The FDA’s acceptance of Neurocrine Biosciences (NBIX) Investigational New Drug application for NBI-1117567 clears the way for a Phase 2 trial in Alzheimer’s cognition and triggers a US$10 million payment to partner Nxera Pharma. Despite the FDA milestone, Neurocrine Biosciences’ recent share price momentum has cooled, with the 30 day share price return down 14.79%, even as the year to date share price return is up 9.57% and the 5 year total...

Quaker Houghton recently announced it will host an Investor Day on December 10, 2026, at the New York Stock Exchange, where CEO Joseph Berquist, CFO Tom Coler, and senior leaders will outline the company’s strategy, innovation agenda, and long-term objectives for business transformation. At the same time, analysts have been revising their earnings estimates for Quaker Chemical higher, signaling improving expectations for the company’s fundamentals and adding weight to management’s message...

Earlier this month, Bandwidth reported strong second-quarter results, highlighting robust growth in voice and messaging services and announcing an exclusive AI-focused communications infrastructure partnership with Salesforce, alongside several new enterprise customer wins. On the back of these developments, the company raised its full-year 2026 revenue and adjusted EBITDA outlook, underscoring how AI-driven communications infrastructure is becoming a more central part of Bandwidth’s...

ONEOK (OKE) recently drew investor attention after its latest share price move, with the stock closing at $94.76. That shift has prompted closer scrutiny of its recent returns and underlying midstream business profile. Over the past year, ONEOK’s share price return and total shareholder return have both been strong, with a 27.47% year to date share price return and a 30.80% 1 year total shareholder return, and the 5 year total shareholder return of 133.53% suggests that longer term holders...

Air Products and Chemicals (APD) has drawn investor attention after recent share price moves, with the stock last closing at $308.09. The company’s latest performance metrics give investors more detail to assess its current valuation. Recent trading has added to a steady run for Air Products and Chemicals, with a 30-day share price return of 4.7% and a year to date share price return of 23%, while the 1-year total shareholder return sits at 7.54%. See how Air Products and Chemicals compares...

A Ninth Circuit appeals court recently ruled that sports bets are not swaps, easing a potential regulatory burden for sports-betting operators including Flutter Entertainment and its US platform operations. This clarification strengthens the legal foundation for traditional sportsbooks relative to prediction-market platforms, potentially reshaping how different wagering formats are regulated and compete in the US market. We will now examine how this regulatory clarification around sports...

Recent analysis of Perella Weinberg Partners highlights past declines in sales and earnings per share, alongside loan losses and capital returns that have reduced the firm’s tangible book value per share. This erosion in tangible book value has become a key focus for investors, shaping a more cautious view of Perella Weinberg Partners’ business profile. With these pressures on tangible book value in mind, we’ll now examine how this development influences Perella Weinberg Partners’ investment...

Proto Labs (PRLB) stock is in focus after the company appointed Sam Ramahi as Chief Operations Officer. The move puts operational leadership and global supply chain management in the spotlight for investors. Over the past year Proto Labs has seen strong momentum, with a 12 month total shareholder return of 60.09% and a year to date share price return of 55.29% at a latest share price of $79.74. The new COO appointment adds another recent catalyst to that performance story. Compare Proto Labs'...

Cactus, Inc. recently reported strong second-quarter 2026 results, with Pressure Control and Spoolable Technologies lifting revenue and backlog, alongside higher 2026 capital expenditure guidance. The acquisition of Cactus International marks a meaningful push into international markets, signaling management’s focus on scaling capacity to meet sustained demand. Next, we’ll examine how the boosted capital expenditure plans reshape Cactus’s existing investment narrative and long-term...

With Fed Chair Kevin Warsh warning that policymakers still “have work to do” and markets quickly pricing in a higher chance of another rate hike, the gap between winners and losers from tighter money is back in focus. This article looks at three U.S. life insurers and annuity providers that are closely tied to this rate story, and explains how the same news can create opportunity or risk for your portfolio. The stocks covered below are a small sample of this rate sensitive corner of the...

Earlier this week, Anthropic announced that Oliver Wyman, a Marsh & McLennan subsidiary, has joined the Claude Partner Network as a Select Services Partner, giving the consultancy enhanced access to technical resources to support secure, scalable AI adoption for clients. This partnership underscores Marsh & McLennan's push into enterprise AI consulting, potentially enriching its risk, strategy, and performance advisory capabilities across global industries. Next, we’ll examine how Oliver...

Albemarle (ALB) is back in focus after the board appointed Max W. Hood as Chief Accounting Officer, shortly after outlining lithium capacity expansion projects tied to electric vehicle and energy storage demand. Over the past month, Albemarle’s share price return of 20.62% has recovered some ground after a 22.14% decline over the past 90 days. A 63.94% total shareholder return over the past year contrasts with weaker three and five year total shareholder returns, suggesting short term...

Teladoc Health (TDOC) is back in focus after its second quarter 2026 report. The company showed stronger Integrated Care results, weaker BetterHelp performance and a cut to full year revenue guidance, alongside expectations for margin improvement. Teladoc Health’s latest results land after a sharp reset in the share price, with the 30 day share price return down 29.19% and the year to date share price return down 7.80%. The 1 year total shareholder return has fallen 15.91% and the 5 year...

PagSeguro Digital (PAGS) is back in focus after founder and indirect controlling shareholder Luis Frias stepped down as Director and Chairman of the board on 21 August 2026, ending a nine year tenure. The leadership reshuffle at PagSeguro Digital comes as the stock trades at US$8.89, with the share price down 6.8% over the past month and 8.1% year to date. However, a 1 year total shareholder return of 4% suggests only modest long term progress so far. Compare PagSeguro Digital with other...

Higher for longer interest rate expectations in the US are keeping funding costs in focus, which pushes investors to look for business models that can justify those costs. Artificial intelligence stocks linked to areas like chips, software and cloud are central to that search. This article highlights 3 AI stocks from the screener that show how different parts of the AI chain may benefit from this trend. The stocks covered below are just a small sample of the AI opportunities on the radar, and...

Old Dominion Freight Line recently reported past second-quarter 2026 results with earnings per share of $1.68, beating estimates on stronger pricing despite lower freight volumes, and lifted its 2026 capital expenditure plan to about $380 million for real estate, service centers, equipment, and technology. This combination of earnings resilience and heavier investment comes against a backdrop of falling unit sales, softer earnings per share over the past two years, and pressure on returns on...

Fresh analysis from Zacks has put Crown Holdings (CCK) in the spotlight after labeling the stock a strong value idea. The firm highlighted P/E, P/B, and P/CF ratios that compare favorably with industry averages. Over the past year Crown Holdings has combined a 24.57% 90 day share price return with a 20.66% 1 year total shareholder return, suggesting momentum has been building recently even as the share price has eased slightly over the past month to close at $118.44. Spot other value-driven...

Lufax Holding Ltd recently reported half-year 2026 results showing sales of CNY 2,139.01 million and revenue of CNY 12,489.16 million, alongside a net loss of CNY 895.89 million. The widening basic and diluted loss per share from CNY 0.88 to CNY 1.04 highlights mounting profitability pressures and business challenges for the platform. We will now examine how Lufax’s rising net loss and weaker top-line performance shape its investment narrative for investors. Capitalize on the AI...

With Fed chair Kevin Warsh hinting that interest rates could move higher if inflation does not cool toward the 2% target, investors are suddenly paying closer attention to how US regional and mid-sized banks fund themselves and price risk. The stakes feel higher, and missing the right kind of exposure can feel costly. This article walks through three stocks exposed to this new rate backdrop and explains what that might mean for your watchlist. The three stocks discussed below are just a...

Repligen (RGEN) drew investor attention after its second quarter 2026 report, which featured adjusted earnings and revenue above expectations, plus higher full year revenue and EPS guidance supported by broad product franchise growth. Repligen's share price has been volatile around the results, with a 1 day share price return that declined 3.16% and a 7 day share price return that declined 2.68%, even after a 30 day share price return of 24.81% and a 1 year total shareholder return of 44.11%,...

In Q2 2026, Assurant’s mobile trade-in programs helped return US$1.43 billion to U.S. consumers as people kept smartphones longer, while the company also reported better-than-expected quarterly earnings that attracted strong analyst attention. The crossing of the four-year average age mark for iPhones traded in highlights shifting upgrade habits that could support Assurant’s recommerce and device protection services over time. We’ll now explore how Assurant’s stronger trade-in economics and...

Block recently highlighted that Cascadia Pizza Co. has returned to Square as its unified commerce platform, rolling out Square for Restaurants, Square Franchise Suite, and a full hardware and software stack across its corporate, franchise, and mobile operations, while Neighborhoods has expanded to about 30,000 sellers representing US$1.00 billion in annualized GPV. Together, Cascadia’s full-platform deployment and the rapid scaling of Neighborhoods underline how Square’s ecosystem is being...

Newell Brands (NWL) has drawn fresh investor attention after issuing US$600 million of 6.250% senior notes due 2031 and outlining plans to redeem higher coupon 2027 notes and reduce revolver borrowings. Against that backdrop, Newell Brands’ share price has moved higher in recent months, with a 30-day share price return of 18.88% and a 90-day share price return of 81.47%. The 1-year total shareholder return of 10.10% contrasts with weaker 3 and 5-year total shareholder returns, suggesting that...