Strauss Zelnick

October 8, 2026

Starwood Property Trust Faces Interest Rate Headwinds. Starwood Property Trust is navigating a challenging environment as rising interest rates create pressure on the REIT sector. The company offers a high dividend yield of 9.65%, which attracts income-focused investors, though this comes with significant valuation risks. Recent market commentary highlights the difficulty REITs face in managing costs when borrowing rates remain elevated.

October 17, 2026

Citi notes GTA VI may ease post-launch earnings concerns for TTWO. Citi suggests that the upcoming release of GTA VI could help mitigate investor worries about a potential drop in earnings after the game's launch. Other analysts argue that the stock may already reflect this major catalyst, with shares trading near the top of their 52-week range. The company also remains in focus due to a recent data leak involving a related token, though the primary driver remains the game's release timeline.