U.S. Retail REITs Stock News

Applied Materials (NasdaqGS:AMAT) has agreed to acquire NEXX from ASMPT. The deal expands Applied’s panel-level advanced packaging technology for AI chips. The transaction does not require regulatory approval, which may help speed completion. Applied Materials is a major supplier of equipment and services used to make semiconductors, including tools for chip fabrication and advanced packaging. With AI chips pushing toward larger, more power efficient accelerators, interest in advanced...

PayPal Holdings (PYPL) has just posted first quarter 2026 results that topped analyst expectations on revenue and earnings, yet paired the beat with softer Q2 guidance and a sizeable cost cutting and reorganization plan. See our latest analysis for PayPal Holdings. The share price reaction to Q1 and the new cost cutting plan has been sharp, with a 1 day share price return of 7.74% and a 7 day share price return of 8.74%, even though the 90 day share price return of 16.52% contrasts with a 1...

If you are wondering whether HP's current share price reflects its real value, you are not alone. This article walks through what the latest data says about where the stock stands today. HP shares last closed at US$21.15, with recent returns of 7.2% over 7 days and 8.4% over 30 days, but a 4.4% decline year to date and a 13.3% decline over 1 year. This frames an important question about whether the recent rebound changes the risk and reward trade off. Recent news coverage has focused on HP's...

If you are wondering whether Weatherford International at around US$108.61 is still offering value after its run, this breakdown will help you see what the current price really reflects. The stock has seen a 14.0% gain over the last 30 days and a 34.3% return year to date, while the 1 year return sits at 151.7% despite a 1.5% decline over the past week. Recent news around Weatherford International has focused on its position within the broader energy services sector and how investors are...

Enovix recently advanced its position in next‑generation energy storage by validating its high‑energy‑density AI-1 lithium‑ion battery platform and integrating its BrakeFlow safety technology, while progressing automation at its Fab2 manufacturing facility in Malaysia. This combination of improved battery architecture and scaled production capacity could enhance Enovix’s appeal to customers seeking safer, higher‑performance solutions across consumer and industrial applications. We’ll now...

Why VeriSign’s latest earnings, guidance and dividend matter for investors VeriSign (VRSN) has drawn fresh attention after reporting first quarter 2026 results alongside updated full year guidance and a Board approved cash dividend, giving investors several new data points to assess. See our latest analysis for VeriSign. The earnings beat, fresh 2026 guidance and the approved US$0.81 dividend have coincided with firmer sentiment, with a 30 day share price return of 6.13% and a 14.65% year to...

XCF Global (SAFX) has drawn fresh attention after a series of updates, including a Q1 2026 operational briefing, a business combination agreement, a forbearance deal with lender Twain, and a sector conference appearance. See our latest analysis for XCF Global. Recent updates around the Reno facility restart, the business combination agreement, and the Twain forbearance deal have coincided with a sharp shift in sentiment, with a 90 day share price return of 166.1% but a 3 year total...

Badger Meter completed its acquisition of UK based UDlive, adding sewer line monitoring capabilities to its portfolio. The deal expands Badger Meter’s international reach in smart water and wastewater monitoring, including the UK market. UDlive’s technology is expected to be integrated into Badger Meter’s BlueEdge platform alongside prior SmartCover solutions. Badger Meter (NYSE:BMI), which last closed at $121.09, has seen a sharp pullback recently, with the stock down 22.7% over the past...

The market for SuperCom Ltd.'s ( NASDAQ:SPCB ) stock was strong after it released a healthy earnings report last week...

Readers hoping to buy Lazard, Inc. ( NYSE:LAZ ) for its dividend will need to make their move shortly, as the stock is...

Salesforce (NYSE:CRM) has introduced Agentforce Operations, a new suite of specialized AI agents aimed at automating complex back office workflows across multiple systems. The launch focuses on sectors such as manufacturing and banking, targeting reductions in manual work and process cycle times. Agentforce Operations adds digital blueprinting and end to end process automation capabilities that go beyond Salesforce's prior AI integrations and partnerships. Salesforce, trading at $186.99,...

Dave Inc. has already reported first-quarter 2026 results, with revenue rising to US$158.41 million and net income to US$57.94 million, driving basic earnings per share from continuing operations to US$4.31. Beyond the headline growth, the company beat analyst earnings expectations for a fourth consecutive quarter and raised its 2026 guidance, underscoring management’s confidence and the traction of new products like its Pay in 4 card test. We’ll now examine how Dave’s raised 2026 guidance...

United Therapeutics Corporation has already reported first-quarter 2026 results, with sales of US$781.5 million and net income of US$274.9 million, both lower than the same period last year and below analyst expectations. The earnings shortfall contrasts with earlier optimism driven by positive ralinepag Phase 3 data and pipeline milestones in pulmonary disease and organ technologies, sharpening investor focus on how reliably current products can fund future innovation. Against this backdrop...

Upbound Group (NasdaqGS:UPBD) has extended the maturity of its Term Loan, adjusting the timing of a key debt obligation. The company secured new incremental Term Loan commitments, expanding its available borrowing capacity. Upbound Group announced an executive leadership change with the appointment of a new Chief Financial Officer. Upbound Group, the parent company behind rent to own and related financial services brands, sits at the intersection of consumer credit access and retail. For...

In April 2026, Guardant Health announced a multi-year collaboration with Nuvalent to use its Guardant Infinity platform’s tissue and liquid biopsy tests in supporting Nuvalent’s global oncology trials and potential commercialization efforts. This alliance highlights how pairing Nuvalent’s kinase-targeted cancer therapies with Guardant’s precision diagnostics could tighten patient selection, streamline regulatory pathways, and strengthen future companion diagnostic strategies. Next, we’ll...

Q1 2026 earnings snapshot sets up margins story for Travere Therapeutics (TVTX) Travere Therapeutics (TVTX) heads into its Q1 2026 update with recent quarterly revenue of US$129.7 million in Q4 2025 and basic EPS of US$0.29 in Q3 2025 giving way to a loss of US$0.24 per share in Q4, alongside trailing 12 month revenue of US$490.7 million and a net loss of US$50.3 million. Over the past year, revenue has moved from US$233.2 million on a trailing 12 month basis in Q4 2024 to US$490.7 million in...

In late April 2026, Robinhood Markets reported first-quarter revenue of US$1,067 million and net income of US$350 million, while continuing to repurchase shares under its ongoing buyback programs. The quarter highlighted a sharp 47% drop in crypto-related revenue even as prediction markets, subscriptions like Robinhood Gold, and other trading segments expanded their contribution to the business mix. We’ll now examine how the sharp 47% crypto revenue decline, alongside growing subscriptions...

Spectrum Brands Holdings (NYSE:SPB) has entered into a partnership with Oaktree Capital Management focused on its Home and Personal Care business. The transaction brings new investment into the segment and marks another step in Spectrum Brands' plan to separate this business from the rest of the company. The move is intended to reshape how Spectrum Brands allocates resources across its portfolio and could influence how investors view the stock. At a share price of $82.38 and with a return...

In late April 2026, PROG Holdings reported first-quarter 2026 results showing revenue of US$742.67 million and net income of US$36.05 million, alongside higher earnings per share from continuing operations compared with a year earlier. The company also raised its full-year 2026 guidance for revenues and earnings from continuing operations, underscoring management’s confidence in its ongoing business transformation beyond Progressive Leasing, including Four Technologies and other newer...

Amcor (NYSE:AMCR) has entered exclusive talks to sell its ESE World waste management unit. The company has also agreed to sell two North American beverage closure plants. Together, these asset moves point to a reshaping of Amcor’s portfolio toward its core packaging operations. For investors watching NYSE:AMCR, these portfolio changes arrive after a stretch of weaker share performance, with the stock down 10.5% year to date and 13.1% over the past year, at a recent price of $37.64. In that...

We wouldn't blame Viavi Solutions Inc. ( NASDAQ:VIAV ) shareholders if they were a little worried about the fact that...

ThredUp Q1 2026 Earnings Snapshot ThredUp (TDUP) has reported its latest numbers with trailing 12 month revenue at US$310.8 million and a basic EPS loss of US$0.166, while Q4 2025 revenue came in at US$79.7 million with a basic EPS loss of US$0.044. Over recent quarters, the company has seen revenue move from US$61.5 million in Q3 2024 to US$79.7 million in Q4 2025, as quarterly EPS losses shifted between roughly US$0.09 and US$0.03 per share over the same period. For investors, the focus...

Why Galaxy Digital’s latest earnings matter for investors Galaxy Digital (GLXY) moved into focus after first quarter earnings showed sales and revenue ahead of analyst expectations, a narrower loss, and a stock reaction closely tied to Bitcoin’s surge and improving macro sentiment. See our latest analysis for Galaxy Digital. The recent rally in Galaxy Digital’s stock, with a 71.88% 1 month share price return and a 61.28% 1 year total shareholder return, points to building momentum as...

Diamond Hill Capital has initiated a new position in Knowles (NYSE:KN), citing confidence in the reshaped portfolio and growth potential. The move highlights fresh institutional interest in the company beyond recent earnings, guidance and valuation discussions. Knowles shares last closed at $33.28, with the stock up 9.7% over the past week and 106.1% over the past year. For investors watching Knowles, Diamond Hill Capital’s new stake puts a spotlight on how the company’s portfolio reset is...