U.S. Basic Materials Stock News

Aura Minerals reported record high Q4 and full-year 2025 production across its six operating mines. Q4 2025 output was higher year over year and above the company’s public production guidance. The update is material for shareholders of NasdaqGS:AUGO and has not yet been widely discussed on this platform. Aura Minerals, traded as NasdaqGS:AUGO, is coming off a very strong operational year, capped by record Q4 and full-year 2025 production. The shares last closed at $64.72 after a 29.4% gain...

Seagate Technology Holdings (NasdaqGS: STX) has filed a shelf registration covering more than 14 million ordinary shares tied to an employee stock ownership plan (ESOP). The filing comes as the company reports record operational performance and emphasizes demand for data center storage linked to AI applications. The ESOP-related shares could affect employee ownership levels, the company’s capital structure, and potential future dilution for existing shareholders. Seagate Technology Holdings...

Lam Research (NasdaqGS:LRCX) has entered a multi year collaboration with CEA Leti focused on next generation specialty devices such as MEMS, 3D imaging, RF and photonics. The agreement targets applications in AI and high performance computing and marks a deeper push into specialty technology platforms. The company also announced leadership changes, with Anirudh Devgan joining the board and Sesha Varadarajan becoming chief operating officer. Lam Research, trading at around $230.1 per share,...

Deep Isolation Nuclear, Inc. announced a multi-year deep borehole demonstration program with Halliburton and other partners at Halliburton’s Cameron, Texas facility, aiming to test non-radioactive directional drilling technology for permanent nuclear waste disposal and build regulatory confidence in the approach. The collaboration highlights how Halliburton’s well-established drilling expertise is being applied beyond oil and gas, opening potential pathways into nuclear waste management and...

Veralto Corporation reported past fourth-quarter 2025 results showing sales of US$1,396 million and net income of US$254 million, alongside full-year sales of US$5,503 million and net income of US$940 million. The company paired this earnings release with a US$750 million share repurchase authorization, an 18% dividend increase, the In-Situ acquisition, and guidance that points to higher adjusted earnings per share in 2026. Next, we’ll examine how the combination of stronger earnings and a...

Stanley Black & Decker (SWK) just reported fourth quarter results, with sales of US$3,684.6 million and net income of US$158.2 million, both lower than in the same period a year earlier. See our latest analysis for Stanley Black & Decker. The 1 month share price return of 5.87% and 3 month share price return of 16.29% suggest improving momentum around the US$80.96 share price. However, the 1 year total shareholder return of a 2.22% decline and 5 year total shareholder return of a 45.62%...

Celsius Holdings expanded its partnership with PepsiCo, with Celsius taking on the role of U.S. Strategic Energy Drink Captain. Alani Nu is being integrated into PepsiCo’s distribution network, broadening the energy drink portfolio that moves through the same system as Celsius. These moves are designed to increase Celsius’ reach and shelf presence across U.S. retail channels. Celsius Holdings, listed as NasdaqCM:CELH, is drawing attention as it deepens its relationship with PepsiCo and...

Fluence Energy recently secured a long-term agreement to supply its Gridstack Pro energy storage solutions for the Pioneer Clean Energy Center in Arizona, coinciding with investor attention on its upcoming fiscal first-quarter 2026 earnings release for the period ended December 2025. This combination of a large-scale solar-and-storage contract and closely watched quarterly results highlights how Fluence’s grid-scale storage platform is being tested across both commercial execution and...

Leidos Holdings (NYSE:LDOS) has entered into a partnership with Trustible to automate and tighten AI governance across mission critical systems. The collaboration is aimed at shortening AI oversight timelines while keeping robust controls in place for defense, intelligence, and national security use cases. Leidos also plans to apply these governance tools within its own operations, with potential implications for broader enterprise adoption. For investors tracking NYSE:LDOS, this move comes...

Nebius Group (NBIS) is back in focus after fresh commentary highlighted its push into large scale AI infrastructure, including plans to commercialize Nvidia’s Vera Rubin NVL72 and guidance for US$7b to US$9b in annual recurring revenue. See our latest analysis for Nebius Group. Nebius Group’s latest commentary on large scale AI infrastructure comes after a volatile stretch, with a 1-day share price return of 2.03% and a 90-day share price return decline of 23.12%, alongside a 1-year total...

Axsome Therapeutics (AXSM) is back in focus after fresh attention on the FDA review of Auvelity for Alzheimer’s disease agitation, along with recently reported revenue growth and positive analyst sentiment regarding its central nervous system franchise. See our latest analysis for Axsome Therapeutics. Axsome’s share price has climbed 38.07% over the past 90 days and its 1 year total shareholder return of 65.91% suggests that momentum has been building around the Auvelity Alzheimer’s agitation...

Verizon Communications (VZ) is back in focus after reporting its strongest subscriber gains since 2019, outlining ambitious 2026 postpaid targets, closing the Frontier acquisition, and launching a US$25b buyback alongside its ongoing dividend commitment. See our latest analysis for Verizon Communications. The stronger fourth quarter, Frontier deal, dividend update and US$25b buyback have quickly fed into the share price, with a 7 day share price return of 17.62% and year to date share price...

IDT (IDT) is back on investors’ radar after its National Retail Solutions division reported a 39% increase in recurring revenue, along with a debt-free balance sheet and sizable net cash reserves. See our latest analysis for IDT. Despite the strong update from National Retail Solutions and the support of a debt free balance sheet with US$220 million in net cash, IDT’s recent trading has been softer. The 30 day share price return is 6.43% and the 90 day share price return is 8.03%. In...

First Interstate BancSystem (FIBK) has just delivered a powerful combination of higher reported earnings, expanded share repurchases, and a fresh dividend declaration. This comes alongside cautious commentary on core loan growth and deposit trends. See our latest analysis for First Interstate BancSystem. The recent earnings beat, higher buyback authorization, and fresh dividend decision come as the share price has gained 16.77% over the last 90 days and 6.52% over the past month, with a 1...

What Targa Resources’ Recent Performance Tells You Targa Resources (TRGP) has drawn fresh attention after a solid run in its shares, with the stock last closing at $203.64 and showing positive returns over the past week, month, and past 3 months. That recent move comes alongside reported annual revenue of $17.4b and net income of $1.6b, with both revenue and net income growth rates in the mid to low double digits. This gives investors more concrete financial context for the price action. See...

Lumen Technologies has completed a $5.75b sale of its Mass Markets fiber to the home business to AT&T. The company is sharpening its focus on enterprise digital infrastructure and AI related services. Lumen has appointed former Cisco executive Jeff Sharritts as Chief Revenue Officer to lead its new commercial direction. NYSE:LUMN last closed at $8.46, with the share price up 10.0% over the past month and 67.9% over the past year, while showing a 69.5% change over three years and a 22.2%...

Barclays' new coverage of Apple Hospitality REIT (APLE) has put fresh attention on the hotel owner’s efficiency push, cost controls, and portfolio refresh at a time when many investors remain cautious on hotel REITs. See our latest analysis for Apple Hospitality REIT. The latest share price of US$11.82 sits against a mixed performance record, with a 90 day share price return of 4.14% but a 1 year total shareholder return decline of 16.9%. This suggests momentum has been muted even as...

If you are wondering whether Daqo New Energy is priced attractively or not, you are not alone. The stock has been drawing attention from investors trying to work out if the current share price reflects its fundamentals. The recent share price tells a mixed story, with a 14.1% decline over the last 7 days and a 21.2% decline over the last 30 days, but a 24.0% gain over the past year alongside a 46.3% decline over 3 years and an 81.2% decline over 5 years. Recent news around Daqo New Energy...

Barrick Mining (NYSE:B) has appointed Helen Cai as chief financial officer. The appointment follows the abrupt departure of CEO Mark Bristow, marking a significant leadership shift. These executive changes come at a time when the company is a major player in global mining and resource development. Barrick Mining, traded on the NYSE under the ticker NYSE:B, is a large mining group with operations that matter for both commodity markets and resource focused portfolios. Leadership changes at...

If you are wondering whether Jackson Financial's current share price still represents value, it helps to line up the recent share performance against what the fundamentals suggest. Over the past week the stock returned 2.7%, over the last 30 days it returned 10.2%, year to date it is at 10.2%, and over the last year it returned 34.8%, with a very large 3 year return of 193.2%. This naturally raises questions about how the current price compares to estimated fair value. Recent news coverage...

Elevance Health (NYSE:ELV) is shifting its focus toward balance sheet strength, tighter cost control, and share repurchases. The company is reducing emphasis on mergers and acquisitions after ongoing pressures in its Medicaid and Medicare businesses. Management is tightening pricing, exiting lower margin areas, and targeting operational efficiency to support margins. For investors watching Elevance Health at a share price of $338.65, this reset in priorities comes after a mixed run. The...

CACI International recently reported past second-quarter fiscal 2026 results showing higher sales and net income year on year, raised its full-year revenue and earnings guidance, and secured a five-year US$250 million task order to enhance spectrum dominance for the U.S. Army’s CPE IEW&S program. Together, the upgraded outlook and new Army contract underscore CACI’s role in supporting multi-domain electronic warfare and spectrum operations across critical national security missions. We’ll...

GE Aerospace, part of General Electric (NYSE:GE), outlined a multi-year investment plan to expand engine repair capabilities in Singapore. The plan includes advanced automation, AI-enabled inspection tools, and the creation of an AI Center of Excellence focused on maintenance and repair. The investment is aimed at supporting next-generation aircraft engines and growing service needs in the Asia-Pacific region. For you as an investor, this move relates to how GE Aerospace is trying to build...

In the past quarter, Performance Food Group Company reported higher sales of US$16,444.70 million and net income of US$61.70 million, with both basic and diluted earnings per share from continuing operations increasing year on year. Despite this growth, the company slightly narrowed its full‑year 2026 net sales outlook and issued third‑quarter revenue guidance of US$16,000 million to US$16,300 million, signaling a more cautious top‑line trajectory. Next, we’ll examine how robust quarterly...