U.S. Basic Materials Stock News

Wondering if Aurinia Pharmaceuticals could be a smart value play or if you might be walking right into a value trap? Let's dig into what the numbers and latest events are telling us. The stock has been on a tear lately, jumping 34.0% in the last month and up a massive 86.7% year-to-date. This has certainly caught the attention of investors watching for momentum or shifting risk perceptions. Behind these gains, headlines have highlighted promising progress in the company’s drug pipeline and...

Semtech Corporation recently reported its third-quarter earnings, achieving US$267 million in sales and narrowing its net loss to US$2.9 million compared to the same period last year. The results highlight growing sales in data center and sensor portfolios, reflecting ongoing efforts to optimize the company’s business mix and expand into new application areas. We’ll explore how record growth in Semtech’s data center segment influences its overall investment narrative and outlook. The end of...

Upwork (UPWK) saw increased attention this week after being named to several S&P indices, including the S&P SmallCap 600. These additions often lead to more trading activity as index-tracking funds look to rebalance. See our latest analysis for Upwork. Momentum has been building for Upwork, with shares climbing 16% over the past month and notching a total shareholder return of 15% in the last year. Recent index inclusions and upbeat growth plans have caught investors’ attention, suggesting...

On November 25, 2025, ArcBest Corporation amended and restated its revolving credit facility, expanding its maximum credit to US$250 million, increasing the letter of credit sub-facility to US$50 million, and extending the maturity date to November 2030. This move provides ArcBest with enhanced liquidity and borrowing flexibility, supporting its ability to fund operational needs and future growth initiatives. Now, we'll examine how ArcBest's increased lending capacity may influence its...

Campbell's (CPB) found itself in the spotlight this week after terminating a senior executive over offensive comments about its products and workplace. The company quickly moved to distance itself from the remarks, but questions about culture and oversight remain for investors. See our latest analysis for Campbell's. While the executive controversy drew headlines, Campbell's recent shareholder meeting also saw governance proposals defeated and a steady quarterly dividend reaffirmed. Despite...

Following its Q3 2025 earnings report, HubSpot posted 20.87% year-over-year revenue growth, fueled by rising subscription and professional services demand, and highlighted its AI integration strategy for small and medium-sized businesses at Wells Fargo’s 9th Annual TMT Summit. Management’s focus on embedding AI across HubSpot’s platform signals a technology shift aimed at improving accessibility and workflow efficiency for customers. We’ll explore how HubSpot’s expanded AI strategy could...

Verizon Communications recently announced plans to eliminate 15,000 jobs, about 15% of its workforce, and convert 180 company-owned retail stores into franchises, marking the largest layoff in its history under its new CEO. This restructuring effort signals a significant shift in Verizon's approach to managing costs and responding to intensified competition and slowing customer growth in the telecommunications sector. We'll explore how this historic workforce reduction could reshape...

Elevance Health (ELV) shares have edged higher over the past week, with investors looking closely at recent performance and valuation. The company continues to draw attention because of its sizable footprint in the health benefits industry. See our latest analysis for Elevance Health. After a choppy start to the year, Elevance Health’s share price has begun to regain some positive momentum, advancing over 5% in the last week as investors weigh recent results and the company’s earnings...

Cognizant Technology Solutions (CTSH) just partnered with Ataccama to launch ONE Bridge, an automation accelerator designed to speed up and reduce risks in enterprise data migrations. This move highlights Cognizant’s focus on addressing modern data governance and compliance needs. See our latest analysis for Cognizant Technology Solutions. Against the backdrop of Cognizant’s push into smarter data automation, the company’s 7.5% share price return over the past month hints at building...

Earlier this month, Kennametal Inc. and its Swiss subsidiary entered into a new unsecured US$650 million five-year credit agreement, enhancing their financial flexibility with leading global lenders and amending the previous 2022 arrangement. A key feature of the agreement includes capacity for multicurrency borrowing and the option to increase total commitments by up to US$300 million, supporting Kennametal's international operations and strategic initiatives. With Kennametal recently...

Earlier this month, Par Pacific Holdings CEO William Monteleone sold 99,284 shares shortly after the company reported strong third-quarter performance and an improved outlook. This activity came amid several analyst upgrades, which followed the company's substantial net income growth driven by small refinery exemptions and heightened refining operations. Let's explore how this strong quarter, backed by analyst optimism and robust operational performance, impacts Par Pacific's investment...

Antero Resources recently announced third-quarter 2025 earnings that missed analyst expectations, with weaker oil production and higher operating expenses, but saw improvements compared to the previous year’s loss. The company also provided 2025 production and capital expenditure guidance, highlighting management’s outlook on operational priorities and budgeting for the coming year. We'll explore how the updated production guidance and capital budget inform Antero Resources' broader...

Chevron (CVX) is drawing attention after its investor day, where the company laid out ambitious goals for ramping up oil and gas production, boosting exploration, and creating more cash flow and dividends through 2030. See our latest analysis for Chevron. Chevron’s steady commitment to ramping production and boosting shareholder returns comes as the stock shakes off recent volatility. While shares have edged up 1.9% year-to-date, the 1-year total shareholder return is -3.4%. This indicates...

Earlier this week, Norwegian Cruise Line Holdings, along with other major cruise operators, saw its shares decline during a broad industry selloff spurred by unclear market concerns. This simultaneous movement across multiple cruise stocks reflects underlying uncertainties or sector-wide factors influencing investor sentiment toward cruise line operators. With Norwegian reporting record-high quarterly revenues fuelled by strong demand, we'll explore how these mixed signals shape the...

Royal Gold (RGLD) just approved a 6% increase to its annual dividend, raising it from $1.80 to $1.90 per share for 2026. The new quarterly rate begins in January, which signals management’s confidence in the company’s financial strength. See our latest analysis for Royal Gold. Investors responded enthusiastically to Royal Gold’s dividend boost, with the share price jumping 4.5% in a single day and momentum gathering pace. The year-to-date share price return now stands at a robust 49%...

Duke Energy Corporation recently announced that Katie Aittola will assume the roles of senior vice president, supply chain and real estate, and chief procurement officer, following Dwight Jacobs' decision to retire after 23 years of service. Aittola's extensive background in risk management and strategy at Duke positions her to influence the company’s evolving operations as it pursues modernization and energy delivery initiatives. We’ll explore how this shift in supply chain leadership may...

RingCentral recently reported strong quarterly revenue growth compared to the previous year, highlighting clear operational improvements in its business. This performance has drawn attention from industry analysts, who emphasize the company's evolving operational efficiency and strengthening financial foundation. We'll explore how RingCentral's latest revenue growth could affect its investment narrative and long-term business prospects. AI is about to change healthcare. These 30 stocks are...

Capital One Financial recently delivered Q3 results that exceeded analyst expectations for both revenue and earnings per share, bolstered by persistent support from major analysts like UBS and BTIG following its acquisition of Discover Financial Services. Despite operational outperformance and strong analyst confidence, some concerns remain surrounding the company’s future cash flow growth and the challenges involved in integrating Discover’s business. We’ll now explore how analyst...

Distribution Solutions Group (DSGR) has welcomed Sean Dwyer as its new Senior Vice President, Head of M&A and Strategy. Dwyer's appointment highlights the company’s ongoing commitment to strengthening its strategic leadership team. See our latest analysis for Distribution Solutions Group. The leadership shakeup comes in the wake of other recent moves, including an expanded buyback plan and a high-profile conference appearance. Despite these efforts, Distribution Solutions Group’s 1-year total...

In late November 2025, a Politico report revealed that the White House intends to propose a two-year extension of Obamacare subsidies, a move anticipated to bolster sustained patient enrollment for healthcare companies like Surgery Partners. This development could help maintain a core revenue stream for outpatient surgery centers, directly influencing long-term business stability in the sector. We'll now explore how anticipation of extended Obamacare subsidies could impact Surgery Partners’...

Caesars Entertainment (CZR) stock has faced heavy selling pressure after being removed from the S&P 500. This change was triggered by its falling market capitalization and broader investor concern about ongoing operational challenges. Persistent weakness in its Las Vegas and regional casino properties has added to the pressure, raising questions about the company's next steps in navigating these headwinds. See our latest analysis for Caesars Entertainment. This stretch of losses has weighed...

In the past week, Dutch Bros reported third-quarter results that surpassed analyst expectations and raised its 2025 revenue guidance, citing improved same-store sales projections despite sustained cost pressures. An interesting development is Dutch Bros' move to expand its breakfast menu pilot nationally, aiming for a full rollout by the end of 2026 to strengthen its position in the morning beverage and food segment. We'll examine how upbeat quarterly results and a national breakfast menu...

Hawaiian Electric (HE) is refreshing its public EV charging stations with new branding, upgraded fast-charging equipment, and expanded locations, following recent regulatory backing. These moves highlight the company’s evolving strategy as Hawaii's electric vehicle market experiences rapid growth. See our latest analysis for Hawaiian Electric Industries. HE’s EV network upgrade arrives during a period of rebuilding momentum for the stock. Despite a tough stretch marked by a three-year total...

Earlier this week, Tesla announced a partnership with XPEL to offer OEM-approved window tinting services and combined warranty coverage for Tesla vehicles in the US, while XPEL reported third-quarter 2025 revenue above analyst forecasts but an earnings per share miss, alongside plans for up to US$150 million in capital investments over the next two years. This collaboration gives XPEL direct access to Tesla's customer base and underscores strong industry recognition of XPEL's products by a...