U.S. Specialized REITs Stock News

Project Vault, a new $12b U.S. public private partnership, has been launched to build a strategic reserve of critical minerals and reduce reliance on China. USA Rare Earth (NasdaqGM:USAR) is positioned to participate through a non binding letter of intent for $1.6b in financing and a $1.5b private placement. The funding is intended to support USA Rare Earth's plan to develop a domestic mine to magnet rare earth supply chain. For you as an investor, the key point is how this ties into the...

White House rent to own proposal puts Taylor Morrison Home (TMHC) in focus Reports that Taylor Morrison Home (TMHC) has joined other major builders in pitching a White House backed rent to own housing program, potentially involving up to 1 million new homes, have pushed the stock into the spotlight for investors. See our latest analysis for Taylor Morrison Home. The rent to own proposal comes on top of rising attention around Taylor Morrison Home's lifestyle focused communities. It has...

If you are wondering whether Simon Property Group's current share price reflects its true value, you are not alone. This article will help you connect the recent share performance with what the fundamentals may be pointing to. At a last close of US$189.42, the stock has returns of 2.6% over the past 7 days, 3.0% over the past 30 days, 3.0% year to date, 14.8% over 1 year and 141.0% over 5 years, which naturally raises questions about how much of this is already priced in. Recent attention on...

Coterra Energy (NYSE:CTRA) and Devon Energy have agreed to merge in an all stock transaction. The deal has unanimous approval from both boards and will combine the companies into one of the largest U.S. shale operators. The merger includes a new leadership structure and headquarters decisions, along with planned cost and operational changes. Coterra Energy, trading at $28.94, comes into this merger with multi year share returns that include 33.5% over 3 years and 113.2% over 5 years. In the...

Electronic Arts stock moves and recent performance context Electronic Arts (EA) has seen mixed share performance recently, with a 1 day return of about a 1.1% decline and a similar 1.5% decline over the past week, providing context for its longer-term performance. See our latest analysis for Electronic Arts. While the recent 1 month share price return of about a 1.5% decline suggests fading short term momentum, the 1 year total shareholder return of 66.9% and 3 year total shareholder return...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Robinhood Markets (NasdaqGS:HOOD) is seeing weaker transaction-related revenues as crypto trading volumes fall sharply. Major shareholder ARK Invest has been adding to its position in HOOD during this period of volatility. The company is rolling out commission free ISAs in the UK and introducing new AI powered investing tools. Robinhood Markets, trading at around $87.07, is in a tricky spot right now, with crypto market weakness feeding through to lower activity on the platform. The stock...

Eastman Chemical Company has reported its full-year 2025 results, with sales of US$8,752 million and net income of US$474 million, both lower than the prior year. Alongside this weaker performance, the company is pushing ahead with cost reductions, Fibers business stabilization, and its ethylene-to-propylene (ETP) project to support future earnings. With these results now reflected in the market, we'll explore how Eastman's cost-cutting and ETP initiative shape its investment narrative...

Critical Metals Corp. recently confirmed that the Austrian government has renewed the Wolfsberg lithium project license for another two years, countering incorrect media reports and keeping the project on track for a potential mining decision by the end of 2026 amid rapidly rising lithium prices. Alongside this, Critical Metals is deploying a fully autonomous Nexus 20 communications tower and drone system at its Tanbreez rare earth project in Greenland, using remote-operated technology to...

Why Global Payments Is Back In Focus Recent coverage around Global Payments (GPN) has focused on its growth metrics, cash flow characteristics, and earnings estimate trends, connecting those fundamentals to its behind the scenes role in digital payment infrastructure. See our latest analysis for Global Payments. Despite recent attention on its growth profile and role in digital payments, Global Payments' share price has come under pressure, with a 1 day share price return of a 6.64% decline...

Why Dorchester Minerals is on income investors’ radar Dorchester Minerals (DMLP) has caught investor attention after recent price moves, with the unit price near US$24.70 and an indicated intrinsic discount of about 63%, prompting fresh questions about its royalty focused model. See our latest analysis for Dorchester Minerals. The recent 1 day share price return of 2.83% and 30 day share price return of 6.24% suggest some short term buying interest is emerging. However, the 1 year total...

Rigetti Computing (NasdaqCM:RGTI) has postponed the launch of its Cepheus-1-108Q quantum computer due to technical issues. The delay affects the company’s most advanced system, which had been positioned as a key milestone in its product roadmap. Rigetti focuses on building quantum computers and offering access to its systems through cloud platforms, aiming to serve use cases in areas such as optimization and simulation. The timing of this delay comes as other quantum players are expanding...

What triggered the latest focus on Iovance Biotherapeutics (IOVA)? The spotlight on Iovance Biotherapeutics (IOVA) stems from its shift into a commercial-stage biotech, supported by updates on its first product launch preparations and regulatory and clinical progress. See our latest analysis for Iovance Biotherapeutics. At a share price of US$2.64, Iovance Biotherapeutics has seen a 45.86% 90 day share price return. However, its 1 year total shareholder return of 54.56% and 5 year total...

Sagimet Biosciences recently reported that Ascletis Pharma’s Phase 3 trial of ASC40 (Denifanstat) for acne met all primary and secondary endpoints and was well-tolerated, with no serious adverse events observed. The results highlight fatty acid synthase (FASN) inhibition as a potentially new way to treat acne, with findings slated for presentation at upcoming medical congresses and in scientific publications. Next, we’ll examine how Denifanstat’s Phase 3 success in acne may influence Sagimet...

Tesla (NasdaqGS:TSLA) has ended Model S and Model X production to convert capacity at its Fremont factory to Optimus humanoid robot manufacturing. Elon Musk is repositioning Tesla toward AI, robotics, and robotaxi services as core areas of focus. SpaceX has acquired xAI, and there are ongoing rumors about a possible consolidation involving Tesla, SpaceX, and xAI. For you as an investor, this marks a clear shift in how Tesla positions itself, moving further from a pure EV manufacturer toward...

J&J Snack Foods (JJSF) is back in focus after first quarter earnings showed sales of US$343.8 million and net income of US$883,000, along with fresh share repurchase announcements and Project Apollo cost savings. See our latest analysis for J&J Snack Foods. The weak first quarter numbers and earnings miss were followed by a sharp market reaction, with a 1 day share price return of 15.44% decline and a 1 year total shareholder return of 33.2% decline. This points to fading momentum despite...

Chevron (CVX) has been in focus after fourth quarter earnings topped expectations, the company reaffirmed its production growth plans, and the board approved another annual dividend increase along with higher exports of Venezuelan crude. See our latest analysis for Chevron. The recent earnings beat, dividend increase and Venezuela export story have coincided with a 14.2% year to date share price return and a 21.6% total shareholder return over the past year. This suggests momentum has been...

Datadog (NasdaqGS:DDOG) is being highlighted by analysts as a leading AI powered software platform. Recent commentary points to strong AI momentum and an expanding observability product suite. The stock is being referenced as a top pick among software names for potential AI driven growth in 2026. Datadog sits at the center of monitoring and observability for cloud applications, and analysts now see its AI capabilities as a key differentiator. The shares last closed at $119.66, with a 3 year...

BTIG recently highlighted Dynex Capital (DX) after President Trump directed government sponsored enterprises to purchase up to US$200b in mortgage backed securities. This has focused attention on how tighter agency MBS spreads could affect the REIT. See our latest analysis for Dynex Capital. That policy news has arrived alongside a busy few weeks for Dynex Capital, with fourth quarter and full year 2025 results and a new Chief Operating Officer appointment helping keep the stock in focus. At...

Broader AI Jitters Hit Box Stock Ahead of Earnings Box (BOX) was caught in a broader sell off in technology names as investor concerns about artificial intelligence disruption weighed on the sector, just weeks before the company reports fourth quarter and fiscal 2026 results. See our latest analysis for Box. That AI driven sell off comes on top of weaker recent trading, with a 30 day share price return of 15.75% and a 90 day share price return of 22.57%, while the 1 year total shareholder...

This article walks through key signals you can use to assess whether Under Armour at around US$6.24 might be a bargain or a value trap. The stock is up 18.0% over the last month and 18.0% year to date, while the 1-year return of negative 24.4% and 3- and 5-year returns of negative 48.9% and negative 69.9% highlight a much tougher longer-term picture. Recent attention on Under Armour has focused on how the brand fits into an increasingly competitive athletic apparel market and what that could...

Work Truck Week 2026 is set to showcase the latest advancements in commercial electric vehicles (EVs) and high-tech work trucks through its Ride & Drive event, taking place March 11-12 in Indianapolis. Attendees will have the opportunity to test drive a variety of vehicles across classes 2–7, including all-electric vans, trucks, and chassis, along with traditional internal combustion vehicles equipped with innovative technologies aimed at enhancing fuel efficiency and reducing emissions. This...

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

Why Jones Lang LaSalle (JLL) is on investors’ radar today Jones Lang LaSalle (JLL) has attracted fresh attention after recent price moves, with the stock showing mixed returns over the past week, month and past 3 months, prompting investors to reassess its real estate exposure. See our latest analysis for Jones Lang LaSalle. The recent 1 day share price decline of 6.5% and 7 day share price return of 7.1% come after a stronger 90 day share price return of 15%. The 1 year total shareholder...