U.S. Specialized REITs Stock News

If you have been watching Kratos Defense & Security Solutions, you already know this stock has been on a near-unbelievable run. Anyone who bought in a year or two ago is likely sitting on substantial gains, with the stock up 207.7% over the past year and a staggering 470.5% over three years. Even year-to-date, shares have shot up 162.3%. The last week alone has seen the stock climb 6.8%, a move that has definitely gotten investors' attention. So, what is behind all this momentum? The defense...

Over the past week, Huntington Ingalls Industries introduced ROMULUS, a modular, AI-enabled family of unmanned surface vessels powered by its Odyssey Autonomous Control System and announced new partnerships with Shield AI and Babcock to accelerate autonomous mission capabilities across air, surface, and undersea domains. This series of launches and collaborations highlights HII’s efforts to integrate advanced autonomy through both new products and alliances, expanding its presence in...

In early September 2025, Credo Technology Group Holding announced the launch of its Bluebird DSP, a high-performance and low-power digital signal processor for 1.6Tbps optical transceivers, targeting the needs of next-generation AI networks and data centers. This innovation addresses critical energy efficiency and bandwidth challenges in AI infrastructure, highlighting Credo's focus on solutions that enable high-speed, ultra-low latency computing environments essential for large language...

EMCOR Group (EME) just made headlines after being announced as a new entrant to the S&P 500 Index, a move that tends to draw fresh attention from both individual and institutional investors. Inclusion in such a widely tracked index means EMCOR’s shares are likely to see increased demand from index funds and ETFs, and the company itself steps into a brighter spotlight among its peers. For investors deciding what to do with EMCOR now, this kind of event rarely goes unnoticed. The market’s...

If you follow Plexus (PLXS), you might have noticed the stock has become a talking point lately after discussions emerged around its relatively high price-to-earnings ratio compared to the average US stock. Investors seem to be weighing whether the above-average P/E signals faith in Plexus’ ongoing ability to generate earnings, or if it points to expectations already running ahead of reality. This is especially relevant since forecasts suggest the company’s earnings may grow more slowly than...

If you’ve been keeping an eye on GXO Logistics (GXO) lately, you probably noticed a bit of a stir sparked by the company’s latest move: launching a state-of-the-art automated distribution center in Dorsten, Germany, as part of its ongoing partnership with Levi Strauss & Co. This isn’t just another facility opening; it signals a real step forward in GXO’s European expansion plans and underlines their push for tailored, automated logistics solutions. At a time when some investors might be wary...

If you are holding or tracking Henry Schein (HSIC), there is more to watch than just the sales charts right now. The company grabbed headlines again as long-time executive James Breslawski stepped away from his Senior Advisor position just months after moving on from the President role. In addition, a fresh $750 million increase in the company’s share buyback authorization represents another headline-making move with the potential to shape investor sentiment and Henry Schein’s future...

If you have been watching Wynn Resorts (WYNN) lately, it is hard to ignore the growing buzz after some headline-making moves. The company just announced plans for a second luxury resort in Ras Al Khaimah, adding to its original flagship on Al Marjan Island. The company also secured exclusive rights to operate any casino at the new site. Investors are now paying close attention, especially after UBS upgraded its outlook on Wynn, underscoring rising confidence in the company’s future outside...

Earlier this week, Nordson Corporation presented at Morgan Stanley’s 13th Annual Laguna Conference in Laguna Beach, Dana Point, California, sharing updates with investors and industry peers. This appearance coincided with increased analyst optimism, as recent earnings estimate revisions and high momentum scores drew further attention from the investment community. With Nordson receiving upward earnings revisions and a top momentum rating, let's explore what this means for its investment...

Harley-Davidson (NYSE:HOG) is back in the spotlight after the company named Artie Starrs as its new CEO, a move that is turning heads across the investment community. Even before the official announcement, Starrs made waves by purchasing a 2025 Heritage Classic motorcycle, signaling his personal stake in the company’s legacy and direction. For current and prospective shareholders, this leadership transition feels like more than just a change of title. It suggests a renewed push for brand...

Global X Investments Canada Inc. recently announced the licensing of Intercontinental Exchange (ICE) indices to launch four new BetaPro leveraged and inverse ETFs, covering U.S. Treasury bonds and major semiconductor stocks. This collaboration enhances ICE's visibility in the index licensing market, reflecting its expertise in supporting complex, high-demand ETF products with a global reach. We will explore how this expansion of ICE’s index partnerships could underpin further growth in data...

Houlihan Lokey (HLI) just delivered a quarterly update that has investors taking a closer look. Revenues grew by 17.9% year over year, coming in above consensus, with the Corporate Finance segment pulling much of the weight. CEO Scott Adelson struck a balance between celebrating the results and acknowledging the unpredictable environment but made clear that he sees reasons for continued momentum as fiscal 2026 approaches. This upbeat tone is echoed across much of the investment banking...

Ivanhoe Electric (NYSEAM:IE) has certainly popped onto the radar of investors after recent fluctuations in its share price drew fresh interest. While there hasn't been a headline-grabbing event to explain the move, sometimes the market’s subtle shifts can be just as telling as major announcements. For shareholders and those watching from the sidelines, this kind of price action tends to stir up questions about what might be on the horizon and whether it’s hinting at something brewing beneath...

Kirby (NYSE:KEX) just surprised the market by announcing a boost to its buyback program, adding 8 million shares to the total, which now sits at 17 million. This move is usually interpreted as a sign that management sees value in the company’s stock and is ready to put money behind that belief. For investors weighing their next move, a buyback bump can be a meaningful signal, especially when it happens against a backdrop of uncertainty about the stock’s future direction. Despite the recent...

If you have been watching Jyong Biotech (NasdaqGM:MENS) lately, you are not alone. The latest move in the share price might leave investors wondering if something is brewing, or if it is simply the market shifting its view on potential growth. There's no headline-making news to dissect, but any swing in biotech stocks tends to spark curiosity about whether this is the start of a trend or just day-to-day noise. Over the year, Jyong Biotech's stock has seen momentum pick up and drop off at...

If you have been following Cousins Properties (CUZ), you might have noticed some renewed investor interest lately. The company’s leadership took center stage at two major industry conferences, highlighting a focus on premium, amenity-filled office properties in dynamic Sun Belt markets. Management made a point of discussing demographic migration into these regions and limited new office supply, painting a picture of long-term growth levers that investors have been quick to weigh. The stock’s...

Earlier this month, Stifel Financial Corp. announced the appointment of veteran Merrill Lynch executive Launny Steffens as Vice Chairman of Asset Management, coinciding with the acquisition of over US$1 billion in assets and personnel from Spring Mountain Capital. This appointment marks a rare blend of leadership experience and immediate asset growth, potentially reshaping Stifel's asset management and advisor recruitment approach. We'll examine how the addition of Steffens and Spring...

The Naval Facilities Engineering Systems Command Pacific recently awarded the Black Construction-Tutor Perini Joint Venture a US$181.8 million task order to build an enhanced integrated air and missile defense site with a dedicated power facility in Guam, as announced by the client. This major defense task order adds to Tutor Perini's project backlog and involves critical infrastructure supporting the U.S. Defense Department's Pacific Deterrence Initiative in a high-profile location. We'll...

Dream Finders Homes, Inc. completed a US$300 million private offering of 6.875% senior unsecured notes due 2030, with proceeds earmarked for repaying part of its existing revolving credit facility and general corporate use. This offering coincided with a substantial insider share sale and signals the company's ongoing efforts to adjust its capital structure while balancing shareholder activity. We’ll now explore how this debt issuance, alongside the major insider selling, could influence...

Freedom Holding (NasdaqCM:FRHC) just turned heads with news of a private placement, issuing nearly 444,000 common shares at $200.46 per share and bringing in close to $89 million. The highlight is that BlackRock, a heavyweight in the investing world, is not just participating but is also increasing its stake in the company to 0.85%. Moves like this can be significant for shareholders, as external capital and signals from large institutional players often lead to shifts in both sentiment and...

Unfortunately, investing is risky - companies can and do go bankrupt. But if you pick the right stock, you can make a...

The main aim of stock picking is to find the market-beating stocks. But in any portfolio, there will be mixed results...

CytomX Therapeutics (NASDAQ:CTMX) has had a rough three months with its share price down 27%. But if you pay close...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...