U.S. Specialized REITs Stock News

If you’ve been following Installed Building Products (IBP), you probably noticed the recent dip that caught more than a few investors off guard. The drop didn’t start with an earnings miss or a product recall. Instead, it was tied to fresh U.S. government jobs data showing the workforce shrank by 911,000 more than previously thought. That adjustment rattled the entire market and especially hit stocks like IBP that are sensitive to economic swings. This move draws attention for anyone weighing...

D-Wave Quantum recently launched an open-source quantum AI toolkit to promote integration with leading machine learning frameworks, while also expanding its executive team with cybersecurity veteran Stan Black as Chief Information Security Officer. This combination of advanced quantum products and leadership in cybersecurity is drawing increased interest from institutional investors and quantum-focused ETFs. With institutional interest surging, we'll explore how D-Wave's open-source toolkit...

In recent weeks, PPG Industries introduced the PPG VELOCITY refinish system in the United States, aiming to improve efficiency and environmental compliance for automotive collision repair shops. This product rollout, coupled with industry recognition for PPG’s commitment to technological innovation and leadership, highlights the company’s ongoing influence in advanced coatings solutions. Next, we'll review how PPG’s new refinish system launch could strengthen its investment narrative through...

On September 3, 2025, Incyte announced the launch of HS TRUTHS, an educational campaign designed to raise awareness about the realities of living with hidradenitis suppurativa through patient-led stories and resources for healthcare professionals. This initiative not only aims to improve understanding and communication in the medical community, but also highlights Incyte's ongoing commitment to supporting underserved patient populations within dermatology. We'll examine how the...

If you are watching Portillo's (PTLO) lately, you are not alone. The company has been in the spotlight after reporting second-quarter results that failed to meet expectations and trimming both its quarterly and full-year outlook. Management pointed to softer overall performance and weaker-than-expected sales from new store locations, developments that are front and center for investors deciding whether to buy, hold, or move on from the stock now. These numbers put fresh pressure on Portillo's...

If you have been watching Hope Bancorp (HOPE) lately, the company has given investors plenty to digest. After announcing its second quarter results, which included a net loss of $27.9 million due to one-time items, company leaders doubled down on highlighting recent strategic moves and financial resilience. This comes just as Hope Bancorp took the stage at the Barclays 23rd Annual Global Financial Services Conference, aiming to showcase how they are tackling industry headwinds and carving out...

Morningstar (MORN) just made waves with the launch of its Modern Market 100 Index, and if you’re following the stock, this is a development that deserves a closer look. The new benchmark isn’t your typical index. It is the first to mix big, familiar US-listed names with late-stage private tech stars like SpaceX and Stripe. For investors trying to capture all the growth in today’s markets, especially as companies stay private longer, this unified approach redefines what “index investing”...

Kinetic, a business unit of Uniti, recently announced it is accelerating fiber broadband build plans across all 18 states after completing its merger with Windstream in August 2025, establishing Uniti as a key fiber provider focused on mission-critical connectivity. The company also revealed it has received preliminary approval for US$156.6 million in federal BEAD grants to deliver multi-gigabit fiber to roughly 52,000 rural locations, including nearly 50,000 in Georgia, underscoring its...

Over the past week, Cisco Systems unveiled a series of new AI-driven security, observability, and data management products, while Tata Communications announced a global IoT device management partnership with Cisco integrating Tata's MOVE™ eSIM technology into Cisco's IoT Control Center. These developments showcase Cisco’s expanding role at the intersection of AI, cybersecurity, and enterprise connectivity as companies seek unified solutions for data, device, and security operations...

Yelp recently participated in the Goldman Sachs Communacopia + Technology Conference 2025 in San Francisco and responded to a viral controversy involving review moderation on its platform. Following its Q2 results, Yelp lowered its 2025 revenue guidance, citing slower growth across its Services and Restaurants, Retail & Other segments, which prompted analysts to re-examine long-term expectations. Given Yelp's recent reduction in revenue outlook and shifting business conditions, we'll assess...

If you have been eyeing Pulse Biosciences (PLSE), the latest developments may be just what prompts you to revisit the stock. The recent FDA approval for the company’s Investigational Device Exemption has cleared a major hurdle and now allows Pulse Biosciences to start a clinical study of its nsPFA Cardiac Surgery System in patients with atrial fibrillation. In addition, some encouraging initial results from their study on benign thyroid nodule treatment make it easy to see why investors are...

Constellation Energy Corporation has appointed Chris Mudrick as its new chief nuclear officer following the retirement of Dave Rhoades at the end of 2025; Mudrick brings over 30 years of experience and has recently led generation growth initiatives since rejoining the company from Bruce Power in Canada. Mudrick’s leadership background and expertise in nuclear operations and clean energy expansion highlight the company’s ongoing focus on scaling up carbon-free infrastructure and supporting...

On September 12, 2025, Citi maintained its Buy rating on Seadrill Limited after raising its financial outlook for 2026, citing increased expectations for revenue and earnings per share following recent operational improvements and contract wins, including a joint venture with Sonangol. This development reflects growing confidence in Seadrill's ability to capitalize on new business opportunities and improve its long-term positioning in the offshore drilling sector. We'll explore how Citi's...

Lemonade, Inc.'s CFO Timothy E. Bixby recently presented at the Jefferies 2025 Global FinTech Conference in New York, highlighting the company's approach to financial management and technology integration. This high-profile appearance offered investors and analysts an opportunity to gain fresh insights into Lemonade's business trajectory, particularly amid heightened interest in AI-driven insurance models. We'll explore how the anticipation around Lemonade's conference presentation could...

Earlier this week, Teladoc Health entered the spotlight as analysts projected a 26.32% decline in earnings per share and a slight revenue downturn ahead of its upcoming earnings report. An interesting aspect is that approximately 73% of Teladoc Health is owned by institutional investors, meaning their trading decisions may heavily influence the company's market performance. We’ll examine how the anticipated profit decline and analyst estimate revisions could shift Teladoc’s investment...

Unusual Machines (NYSEAM:UMAC) has certainly landed on investors’ radars this week, following two closely timed events. First, the company took center stage at the H.C. Wainwright 27th Annual Global Investment Conference, giving management a platform to put its growth plans in front of a high-profile investor crowd. Days earlier, Unusual Machines announced it was filing for a follow-on equity offering, a move that may signal fresh plans for capital deployment or balance sheet management. If...

Warner Bros. Pictures announced that New Line Cinema’s "IT" returned to select AMC Dolby Cinema screens in the U.S. and internationally for a special one-night event, offering fans an exclusive preview of the upcoming HBO series "IT: Welcome to Derry." This collaboration leveraged both a globally recognized horror franchise and AMC’s premium cinema experiences to generate heightened audience engagement during a key moviegoing season. We’ll explore how the launch of AMC’s "Slash Pass" movie...

FactSet announced the availability of MarketAxess’ AI-powered CP+ data within the FactSet Workstation platform, giving users exclusive in-terminal access to real-time bond pricing for around 40,000 securities across global credit and rates markets. This integration centralizes advanced bond pricing tools directly within existing workflows, aiming to streamline fixed income trading, reduce pricing opacity, and enhance efficiency for investment professionals worldwide. Let's explore how...

FTI Consulting recently announced the appointment of several senior leaders to key practices, including new Senior Managing Directors in cybersecurity, healthcare business transformation, corporate finance in Asia, and economic consulting in Australia. These high-profile hires enhance FTI Consulting's expertise across critical sectors and regions, reflecting a continued investment in expanding its global capabilities and multidisciplinary advisory services. We’ll explore how the addition of...

Ardagh Metal Packaging recently published its 2024 Sustainability Report, detailing a 10% decrease in Scope 1 and 2 emissions, 30% global renewable electricity coverage, and 78% recycled aluminum content in its beverage cans, along with reaching Zero Waste to Landfill status at 83% of its facilities. An interesting highlight from the report is the company's US$5 million investment in STEM education, which has impacted over 75,000 students while maintaining a 3% growth in sales volume. We'll...

DLocal (NasdaqGS:DLO) just made headlines after announcing a strategic alliance with Western Union, aimed at transforming digital remittances across Latin America. This deal is not just about streamlining payments; it is about expanding how millions of people send and receive money. By unlocking access to more local and alternative payment methods on Western Union’s digital platforms, DLocal is positioning itself at the center of a rapidly growing market for cross-border transactions and...

In September 2025, Six Flags Entertainment Corporation announced a five-year extension of its exclusive Peanuts Worldwide licensing agreement, covering in-park entertainment, food, retail, and merchandise across several North American amusement parks through 2030. This renewal builds on a long-standing partnership and highlights ongoing investments in branded family attractions and interactive guest experiences at parks like Knott's Berry Farm, Carowinds, and Kings Island. We'll assess how...

If you have been watching Cactus (NYSE:WHD) lately, the recent flurry of events could give you pause before making your next move. The company just released its latest quarterly results, missing both earnings per share and revenue projections. In addition, William D. Marsh, its General Counsel and Executive Vice President, sold over 10,000 shares right after the report. With these developments unfolding together, it is no surprise that investors are taking a closer look at where the company...

If you have been following Mineralys Therapeutics (MLYS), you may have noticed the stock making subtle waves lately. There is no headline-making event pushing the shares in a dramatic direction, but the recent run-up in price has certainly caught some attention. Sometimes the most interesting stories are in the quiet climbs, leaving investors to debate whether the signals are pointing to something substantial beneath the surface. Taking a broader view, Mineralys Therapeutics has delivered a...