U.S. Basic Materials Stock News

Taiwan Semiconductor Manufacturing (NYSE:TSM) keeps drawing attention as investors reassess chip demand and AI-related spending, especially after the stock’s strong past 3 months followed by a modest pullback this month. See our latest analysis for Taiwan Semiconductor Manufacturing. The latest pullback comes after a powerful run, with the 90 day share price return of 25.61 percent and a one year total shareholder return of 48.83 percent, signaling that momentum is still very much intact. If...

Tilray Brands (TLRY) just put through a one-for-10 reverse stock split, lifting its share price while shrinking the float, a classic move to stay compliant and court bigger investors. See our latest analysis for Tilray Brands. That move lands in a rough stretch for holders, with a 30 day share price return of about negative 43 percent and a one year total shareholder return near negative 46 percent. This suggests sentiment and momentum are still fading despite decent valuation talk. If...

Comcast (CMCSA) has quietly slipped this year, with the stock down about 27% year to date, even as the underlying business keeps generating solid cash and modest revenue growth. See our latest analysis for Comcast. That slump comes after a sharp reset in sentiment, with the 90 day share price return of minus 19.1% and one year total shareholder return of minus 33.5% showing momentum has clearly faded despite resilient cash generation. If Comcast’s pullback has you rethinking where you want...

If you are wondering whether Berkshire Hathaway is still a smart buy at around $758,000 a share or if the real upside has already been captured, you are not alone in asking whether the current price reflects its true underlying value. Despite a modest dip of about 1.3% over the last week, the stock is up 6.4% in the past month, 12.2% year to date, and has delivered a hefty 122.6% over five years, reminding investors why it is often treated as a long term compounder rather than a quick...

Abercrombie & Fitch (ANF) has been on traders’ radar after a sharp rebound, with the stock up about 42% over the past month even as the year-to-date return remains negative. See our latest analysis for Abercrombie & Fitch. That 42% 1 month share price return has only partly clawed back this year’s slide. With a three year total shareholder return above 320%, the recent bounce signals momentum is tentatively rebuilding after a bruising reset. If ANF’s rebound has you thinking about what might...

Critical Metals (CRML) is back in focus after Austria's Federal Administrative Court sent its Koralpe lithium project back for a fresh environmental review, injecting new legal uncertainty into an already sensitive approval process. See our latest analysis for Critical Metals. The ruling lands after a volatile stretch for Critical Metals, with a sharp 90 day share price return of 42.51 percent but a weaker 1 year total shareholder return of 9.38 percent, suggesting momentum is improving but...

On December 1, 2025, Northwest Bancshares director John P. Meegan purchased 1,500 shares of the bank’s common stock following the release of third-quarter results, which showed earnings per share below analyst expectations but revenue above forecasts. This combination of insider buying, mixed quarterly performance and flagged liquidity pressures is prompting investors to reassess the bank’s risk-reward profile and operational priorities. Next, we’ll examine how Meegan’s insider purchase,...

Boise Cascade (BCC) just reported third quarter results that looked mixed on paper, yet the stock pushed higher as investors focused on sales that beat expectations even while adjusted earnings fell sharply from last year. See our latest analysis for Boise Cascade. The latest rally fits a broader pattern, with a 12.03% 1 month share price return partly clawing back this year’s steep slide and tempering a 47.37% 1 year total shareholder return decline. Near term momentum is tentatively...

In recent days, reports have emerged that Apple may use Intel’s upcoming 18A process to manufacture future M-series chips for MacBook and iPad devices from around 2027, marking a potential return of Intel as a key supplier. If confirmed, this shift would be a significant endorsement of Intel’s foundry capabilities, especially as it seeks marquee customers to validate its manufacturing turnaround and broaden its role as a third-party chip producer. We’ll now examine how the prospect of...

Donaldson Company (DCI) has quietly built a strong track record, and the recent pullback after a steady climb this year has investors asking whether the stock still offers a reasonable entry point. See our latest analysis for Donaldson Company. Despite a soft patch this week, with a recent dip from the latest share price of $87.6, Donaldson’s roughly 30 percent year to date share price return and strong multi year total shareholder returns suggest momentum is still very much intact. If...

SmartStop Self Storage REIT (SMA) has drifted lower over the past 3 months even as its revenue and net income growth trends look surprisingly healthy for a storage-focused REIT. That disconnect is where today’s conversation starts. See our latest analysis for SmartStop Self Storage REIT. The recent 90 day share price return of negative 11.6 percent suggests momentum has cooled, even though the year to date share price return is still slightly positive and supported by resilient fundamentals...

SharkNinja (SN) just rolled out its Shark EveryMess three-in-one cleaner, and the timing matters for investors. The launch lands as management leans harder into international expansion while U.S. growth starts to cool. See our latest analysis for SharkNinja. The Shark EveryMess launch has arrived just as investors have pushed SharkNinja’s share price to $107.44, with a strong 1 month share price return of 26.86 percent, partly reversing a softer 90 day share price return of negative 8.31...

DXC Technology (DXC) has been grinding through a tough stretch, with the share price down about 39% over the past year even as the broader tech space has pushed higher. See our latest analysis for DXC Technology. Despite that steep 12 month total shareholder return of about negative 39%, recent trading has shown a slight change in tone. The last month has delivered a modest positive share price return as investors reassess both execution risk and turnaround potential at around $13.70 per...

Fermi (FRMI) just signed a non binding MOU with hybrid cooling specialist MVM EGI Zrt., teaming up to design advanced water saving cooling for its 11 gigawatt private energy campus in West Texas. See our latest analysis for Fermi. Despite this ambitious cooling partnership, Fermi’s share price return has been under pressure, with a sharp 30 day share price return of minus 47.55 percent and a year to date share price return of minus 54.93 percent. This suggests sentiment is still resetting...

Cipher Mining Inc. previously announced a 10-year high-performance computing colocation agreement with Fluidstack at its 300 MW Barber Lake site in Texas, expected to generate approximately US$830 million in contracted revenue, with extension options that could lift the Fluidstack lease value to around US$2.00 billion and US$9.00 billion in total for the entire site. A key feature of this deal is Google’s US$333 million backstop of Fluidstack’s lease obligations, which supports...

Intuitive Surgical (ISRG) shares have quietly climbed about 25% over the past 3 months, and that move has investors asking whether the rally still makes sense given the company’s growth profile. See our latest analysis for Intuitive Surgical. Zooming out, the 25.34% 3 month share price return has come after a more measured 8.72% year to date share price gain and a 3.59% 1 year total shareholder return, suggesting momentum is rebuilding as investors refocus on Intuitive Surgical’s structural...

Ford Motor (F) just delivered earnings that cleared Wall Street expectations on both revenue and profit, even while juggling an aluminum shortage, softer U.S. sales, and a steep drop in electric vehicle demand. See our latest analysis for Ford Motor. After those stronger than expected results, Ford’s share price at around $13.09 reflects a 35.65% year to date share price return. Its 1 year total shareholder return of 30.91% and 5 year total shareholder return of 82.56% suggest momentum has...

Hims & Hers Health (HIMS) has been on a roller coaster, with strong revenue growth, a fresh $250 million buyback plan, and a sharp reaction to being dropped from a key partner list. See our latest analysis for Hims & Hers Health. Despite a recent setback and bouts of volatility, Hims & Hers Health’s 30-day share price return of -16.49% sits alongside a much stronger year-to-date share price return of 47.10%. Its three-year total shareholder return of 429.57% points to still solid long-term...

Venture Global (VG) just locked in a 20 year LNG supply deal with Tokyo Gas, extending a string of recent contracts that effectively pre sell a large slice of its future production capacity. See our latest analysis for Venture Global. The new Tokyo Gas contract, on top of a recently affirmed dividend, has not yet turned sentiment around. Venture Global’s year to date share price return is a steep negative 71.29 percent, suggesting momentum is still weak despite a stronger growth narrative. If...

Williams Companies (WMB) just lined up a new $250 million credit agreement through its Northwest Pipeline unit, giving it fresh flexibility to refinance debt, fund projects, and keep growth plans moving without stressing the balance sheet. See our latest analysis for Williams Companies. That extra liquidity is landing at a time when sentiment is already positive, with a roughly 10 percent year to date share price return and a three year total shareholder return above 100 percent suggesting...

On 3 December 2025, Bombora announced a partnership with Reddit to bring consent-based B2B company-level audience targeting across Reddit’s 23 billion-plus posts and comments, giving advertisers access to extensive firmographic, behavioral, and intent data segments. The collaboration positions Reddit as a more attractive hub for business decision-maker outreach by combining its deep discussion communities with Bombora’s curated B2B intent and account-based marketing audiences. We’ll now look...

If you are wondering whether Akamai Technologies is quietly turning into a value opportunity while many investors focus on flashier tech names, you are not alone. The stock has climbed 22.2% over the last month even though it is still down 7.8% year to date and 9.7% over the past year. This combination often signals shifting market expectations rather than a simple momentum story. Recent attention has centered on Akamai's evolution from a content delivery network provider into a broader...

RingCentral (RNG) just delivered quarterly results and guidance that cleared expectations, and that is what has the stock back on investors radar, even with ongoing insider selling in the background. See our latest analysis for RingCentral. Even with the latest earnings beat giving the story a lift, the 1 year total shareholder return of negative 26.5 percent and 5 year total shareholder return of negative 91.4 percent show that longer term holders are still deep in the red. As a result, the...

In late November 2025, POET Technologies Inc. filed a shelf registration for up to US$143.30 million, covering 29,608,160 common shares. This filing gives the company flexibility to raise capital quickly, which can influence expectations around funding plans, partnerships, or future projects. Next, we’ll examine how this sizeable shelf registration capacity shapes POET Technologies’ investment narrative and future capital-raising flexibility. Uncover the next big thing with financially...