U.S. Specialized REITs Stock News

MP Materials (MP) has been making headlines lately, and for good reason. The company just announced a multi-billion-dollar deal with the Department of Defense and a $500 million investment from Apple, putting a huge spotlight on its role in securing rare-earth resources for the U.S. With China tightening control over global supplies, moves like these highlight just how crucial MP Materials could become for high-tech manufacturing and national security. For investors, these deals raise...

Frontier Group Holdings (ULCC) just landed squarely in the spotlight after Deutsche Bank upgraded its stock to Buy, citing the airline’s potential to capitalize on Spirit Airlines’ bankruptcy. With Spirit forced to regroup and Frontier plotting 20 new routes, the narrative is quickly shifting. Investors are wondering if these moves could turbocharge growth or signal deeper competitive shifts in the market. It is not every day a rival’s troubles could open the door to such strategic...

If you’re following Solid Power (SLDP), the company’s recent move to file both a $150 million follow-on equity offering and a shelf registration has likely caught your attention. These filings give Solid Power considerable flexibility to raise capital, which can be used for everything from ramping up production to funding new research. For investors, these steps can mean a company is gearing up for its next phase, though dilution risk and the timing of capital deployment are always questions...

First Advantage reported a very strong quarter in the past week, with revenue rising more than double year on year and earnings surpassing guidance, reflecting the benefits of the Sterling acquisition and growth in Digital Identity solutions. Despite this operational outperformance and successful progress on key strategic initiatives, sector-wide challenges appeared to weigh on the stock's recent performance. We'll explore how First Advantage's robust quarterly results and the Sterling...

Enterprise Products Partners Stock Moves After Seaway Pipeline Restoration: Is Value Still on Tap? If you are watching Enterprise Products Partners (NYSE:EPD), the latest news about the Seaway crude oil pipeline system probably got your attention. Just a month ago, the line was shut down near Houston due to a leak, raising concerns about operational hiccups and the revenue outlook. Now, with the pipeline confirmed as fully restored and shipments back online, the immediate anxiety has lifted...

Commonwealth LNG recently announced a 20-year Sale and Purchase Agreement with EQT Corporation for 1.0 million tonnes per annum of liquefaction capacity at its Gulf Coast export facility near Cameron, Louisiana, with the agreement subject to final investment decision and other customary conditions. This deal highlights EQT's expansion beyond domestic gas production into global LNG trading, positioning the company to access international energy markets and diversify long-term revenues. We'll...

Big shakeups can get investors talking, but every once in a while there is a true inflection point. That is how many are viewing the recent move by Opendoor Technologies (OPEN) to bring in Kaz Nejatian, the former Shopify COO, as its new CEO. Alongside this, the company is welcoming back its co-founders, with Keith Rabois returning as Chairman and Eric Wu rejoining the board. This move is complemented by a fresh $40 million capital injection from Khosla Ventures and Wu. This combination of...

Sunrun (RUN) found itself under pressure after fresh worries about the U.S. economy sent waves through the market. When a significant revision to job market data was released and JPMorgan Chase’s CEO weighed in on weakening conditions, multiple stocks felt the chill, and Sunrun was no exception. For investors watching closely, this kind of broad economic trigger can be tough to interpret, since it says more about macro fears than Sunrun’s solar business itself. Even before this round of...

If you’ve been keeping an eye on Ashland (ASH) lately, you might have noticed some persistent price slides that are hard to ignore. Even with no clear headline event moving the stock this week, the recent drift could have investors questioning whether the market is signaling something deeper for the company or simply reassessing its value. It is the kind of movement that tends to get valuation-minded investors hovering over their watchlists, looking for clues. Stepping back, Ashland has not...

Gold Royalty Corp. recently presented at the 2025 Precious Metals Summit in Beaver Creek, sharing updates on its growth strategy and reaffirming 2025 production guidance. Management’s focus on higher attributable production for the second half of the year highlighted both growth potential and ongoing concentration risks tied to its major producing assets. We'll examine how management’s reaffirmed 2025 guidance and production outlook shape Gold Royalty's current investment narrative and...

DiDi Global’s Bold Moves: Growth, Losses, and a Strategic Crossroads If you are watching DiDi Global (OTCPK:DIDI.Y), recent headlines likely have you weighing your next steps. The company just reported its second quarter results, with standout year-over-year sales growth set against the backdrop of a net loss. The loss stemmed largely from a hefty legal reserve as DiDi aims to resolve a lawsuit linked to its 2021 IPO. This adds a complex layer to an already dynamic story. Even with ongoing...

If you have been tracking Cencora (COR) recently, you probably noticed the buzz after the company reached a proposed settlement agreement to resolve its ongoing stockholder derivative lawsuit tied to oversight of its controlled substance diversion programs. This agreement, still awaiting court approval, means insurance carriers will pay a substantial sum directly to Cencora. Perhaps most importantly for investors, the deal contains no admission of liability, suggesting the company can move...

Something big just happened with G-III Apparel Group (GIII) and it is making investors take notice. A fresh earnings report delivered numbers that came up short. Sales and profits both slipped versus last year, and management did not sugarcoat it with guidance either. The outlook for both the coming quarter and the full fiscal year points to continued softness in sales and earnings, a sign that demand or execution challenges are not just a one-off. This cautious tone has clearly shaped...

In the past week, several healthcare stocks including Penumbra declined after markets pulled back despite a softer-than-expected August U.S. Producer Price Index reading that pointed towards easing inflation. This macroeconomic development has heightened expectations for a potential Federal Reserve interest rate cut, shifting investor focus to growth-oriented healthcare names like Penumbra. We'll now examine how heightened interest rate cut expectations could influence Penumbra's investment...

The Allstate Corporation recently declared approximately US$29.3 million in aggregate cash dividends on three series of preferred stock for the July 15, 2025, through October 14, 2025, period, with payouts scheduled for October 15 and a record date of September 30. This announcement highlights Allstate's ongoing commitment to consistent, meaningful distributions to preferred shareholders, further reinforcing the insurer's reputation for dividend stability and financial strength. We'll assess...

Earlier this month, May Mobility and Lyft announced the launch of their first customer-ready robotaxi pilot in Atlanta, featuring Toyota Sienna hybrid minivans equipped with autonomous driving technology and staffed by safety drivers during the initial phase. This collaboration marks Lyft’s entry into commercial autonomous vehicle services and signals broader ambitions to expand robotaxi offerings with partners like Baidu and Mobileye across additional U.S. and European markets. We'll take a...

A-Mark Precious Metals, Inc. recently reported its full-year results for the period ended June 30, 2025, showing sales of US$10.98 billion compared to US$9.70 billion in the prior year, but a substantial drop in net income to US$17.32 million from US$68.55 million. Although the company achieved higher revenue, the sharp decline in net income and earnings per share stands out as a key factor attracting investor attention. Given the pronounced decrease in net income despite revenue growth,...

Northern Trust (NTRS) has drawn investor focus as its stock movement sparks new questions about where the company stands today. With ongoing shifts in the financial sector and a steady year for earnings, many are scanning for signals that could shape NTRS’s valuation outlook. Whether you are a long-time holder or just considering an entry, Northern Trust’s latest results and subtle price changes are reasons to pause and take a closer look. Looking at the bigger picture, this past year has...

If you have been tracking Air Products and Chemicals (APD), the news that the company’s new air separation facility in Cleveland is officially up and running may have caught your attention. With the plant now supplying a key onsite customer under a long-term contract, and extending its reach into the regional merchant market, APD is clearly signaling a push for deeper roots in a strategic industrial area. This expansion, paired with fresh reinvestment in the site’s existing assets, represents...

FedEx (FDX) has captured market attention as it moves forward with a sweeping restructuring plan designed to sharpen operational efficiency and support long-term growth. The spotlight is on the company’s targeted cost reductions, with over $1 billion promised through its Network 2.0 transformation and the DRIVE initiative. Investors are also watching closely as FedEx prepares to unveil its first-quarter results, with the added wrinkle of new trade tariffs pressuring its international...

Zevra Therapeutics (ZVRA) has been in the spotlight after unveiling a batch of fresh positive data for MIPLYFFA, its treatment for Niemann-Pick disease type C, during the International Congress of Inborn Errors of Metabolism. The new findings shed light on MIPLYFFA’s complex approach to targeting disease at the root level and its potential to slow disease progression for patients. This update is certainly relevant if you are weighing your next move with Zevra’s stock. This announcement not...

If you’re staring at your Peloton Interactive shares wondering what comes next, you’re definitely not alone. From its highs to its lows and everything in between, Peloton’s stock has taken investors on quite a ride. Just look at the numbers: while the last week saw a dip of 5.5% and the past month brought a 13.1% slide, zooming out to the past year, the stock is actually up 60.3%. That kind of volatility is not just noise; it is often a response to changing perceptions about the company’s...

Adtalem Global Education (ATGE) just served up a fiscal fourth-quarter performance that caught the market’s attention. The company didn’t just meet consensus expectations; it outpaced them on both earnings and revenue, with fresh enrollment growth and operational improvements acting as key drivers. This latest update has energized investor sentiment, especially as Adtalem continues rolling out new learning technology and scales up its healthcare education model. These are clear signals that...

Trying to decide whether to hold, buy, or walk away from Coca-Cola stock? You are definitely not alone. Recently, shares have been wobbling a bit, finishing the past week down 1.4% and dipping 4.9% over the last month. Yet, look a little further back and you will see the kind of steady resilience that has kept investors interested for generations, with a 22.2% gain over three years and 53.3% over five years. The story here is not just about short-term moves; it is about how the market is...