for nightly business report, i'm julia borsten in los angeles. >>> a small group of companies was hit hard by the crash, the recovery is bringing them back from the brink. investors are taking notice. first, let's take a look at how the international markets faired today. >>> one industry hard hit by the housing crash, private mortgage insurers, two big ones went under, and the rest were left bleeding cash. the housing recovery is breathing new life into this industry, and some new players are worth watching. diana olick has that story. >> reporter: when housing came crumbling down, the private mortgage insurance industry was left holding the bag, four companies lost a combined $20 billion, and they were the survivors. now, these companies just posted their first quarterly profit in 6 years. >> delinquencies are down, which has helped, the companies recapitalized the popular companies. fha is reducing its role in the market. the companies are basically reversing their position and all starting to show modest profitability. >> two more have entered the market. and the six wrote nearly

we have julia borsten with us.d news on the stocks and certainly a lot of people who are happy about this. >> absolutely, kayla. linkedin shares are up and they will grow in premiums, subscriptions and advertising. it's expected to grow revenue 55% to $350 million while linkedin's profits are expected to shoot up 90%. another stock in the same social space, yelp had a quarterly report that sent its shares flying higher than 21% after it beat expectations on both revenue and earnings. it's also been a great time for facebook. its shares are up about 3.5% today, but over the past week, that stock is up about 44% on the heels of reporting better than expected earnings results last wednesday. now, kayla, we're waiting to see where linkedin moves after its earnings this afternoon, and we'll have ceo jeff weiner coming up on "squawk on the street" tomorrow to discuss those results. >>> in the meantime, jc penney shares bouncing back after denying a report that the shipments were cut off by the lender ift glup. what exact