U.S. Basic Materials Stock News

Old National Bancorp (ONB) just signaled a major leadership transition by announcing that longtime Commercial Banking CEO Jim Sandgren will retire in April 2026, raising fresh questions about succession and future strategy. See our latest analysis for Old National Bancorp. The leadership news lands as Old National’s share price trades around $22.30, with a 1 month share price return of 6.24 percent but a slightly negative 1 year total shareholder return. This suggests that near term momentum...

If you are wondering whether Microsoft is still a smart buy at current levels or if the easy money has already been made, you are not alone, and we are going to tackle that question directly. Despite a slight pullback of 1.8% over the last week and 2.7% over the last month, the stock is still up 15.4% year to date and has delivered a 101.6% return over three years, plus 136.1% over five years, which keeps it firmly on growth investors’ radars. Recent headlines around Microsoft have focused...

In early December 2025, Automatic Data Processing’s National Employment Report showed private employers shed 32,000 jobs in November, with broad-based hiring weakness led by small businesses and pockets of softness in manufacturing, information, construction, and professional and business services. Despite this hiring slowdown, the same report showed continued wage growth, with pay for job-stayers and job-changers still rising, highlighting an unusual mix of weaker employment demand...

In late November and early December 2025, J.P. Morgan named Visa its top pick in the payments sector for 2026, citing the company’s strong fundamentals, pricing power, and initiatives in blockchain finance, stablecoins, and AI-enabled commerce. This endorsement highlights how Visa’s push into tokenization and AI-enhanced payments is increasingly central to its role in the evolving global payments infrastructure. We’ll now examine how J.P. Morgan’s endorsement of Visa’s blockchain and AI...

Celsius Holdings (CELH) just posted a blowout Q3, with revenue doubling and market share jumping as its PepsiCo partnership and overseas push kicked in, yet the stock sank after investors focused on new integration headaches. See our latest analysis for Celsius Holdings. Even with the recent post earnings pullback and a 90 day share price return of minus 24.41 percent, Celsius still boasts a 54.63 percent year to date share price return and a 49.31 percent one year total shareholder return...

If you are wondering whether Broadcom is still attractive after such a huge run, or if you are late to the party, this article will walk through what the current share price really implies about its value. The stock has pulled back about 3.2% over the last week, but it is still up 11.7% over the past month, 68.2% year to date and an eye catching 119.5% over the last year, with multi year gains that would make most blue chips jealous. Recent headlines have centered on Broadcom's strategic...

In early December 2025, nLIGHT reported third-quarter results that exceeded analyst expectations, with revenue rising nearly 19% year on year and record aerospace and defense sales, while President and CEO Scott H. Keeney sold about US$873,000 of stock under a prearranged plan partly to cover tax obligations. The combination of strong aerospace and defense momentum and management’s continued substantial ownership base has reinforced investor confidence despite the stock sales. We’ll now...

Clorox (CLX) has quietly slid over the past year, with the stock down roughly 35% year to date and about the same over the past year, raising fresh questions about what investors are pricing in. See our latest analysis for Clorox. The latest slide has come even as Clorox has posted modest revenue and earnings growth, suggesting the market is still recalibrating expectations after last year’s cyberattack and subsequent supply chain disruptions. In simple terms, the 1 year share price return...

DTE Energy (DTE) is in the spotlight as Michigan regulators weigh its request to fast-track power contracts for a massive Oracle and OpenAI backed data center, a project reshaping both demand expectations and investor sentiment. See our latest analysis for DTE Energy. Despite the short term pullback in DTE’s share price, with a 7 day share price return of negative 4.23 percent as investors digest the noisy data center headlines and fresh dividend announcement, the stock still shows solid...

In recent days, News Corporation announced an update on its ongoing stock repurchase programs, authorizing the acquisition of up to US$1.00 billion of its Class A and Class B common stock to adjust its capital structure and return cash to shareholders. This sizeable buyback capacity highlights management’s willingness to use balance sheet flexibility to boost per-share metrics and reinforce the company’s long-term capital return agenda. Next, we’ll explore how this expanded share repurchase...

If you are wondering whether Fiserv is quietly turning into a bargain or a value trap, you are in the right place to unpack what the current share price is really telling us. Despite a tough longer term picture, with the share price down around 68% over the past year and 42.3% over five years, the stock has snapped back 7.8% in the last week and 4.1% over the past month from a last close of $66.28, which may hint at shifting sentiment. Recent headlines around digital payments adoption and...

Mitsubishi Electric Trane HVAC US (METUS) recently renewed its multi-year residential consumer financing partnership with Synchrony, extending a decade-long collaboration that offers promotional financing and streamlined credit access for customers upgrading or maintaining HVAC systems. This renewal underscores Synchrony’s role in enabling financing for smart, energy-efficient home upgrades while strengthening its ties to METUS’s nationwide contractor network. We’ll now explore how this...

In recent months, Hub Group has drawn renewed attention as multiple banks initiated or upgraded coverage with positive ratings while the company broadened its brokerage, final-mile, and dedicated logistics offerings through tuck-in acquisitions. This combination of favorable analyst sentiment and incremental service expansion has shifted how investors weigh the company’s operational execution against its historically modest growth and profitability. One particularly interesting angle is that...

Southern (SO) has quietly slipped about 5% over the past month, even as its long term total return record remains strong. For income focused investors, that disconnect makes the current setup worth a closer look. See our latest analysis for Southern. That recent 1 month share price drag contrasts with Southern's steadier picture. A year to date share price gain and a three year total shareholder return above 40% suggest long term momentum is still intact. If Southern's mix of stability and...

Lufax Holding has renewed several core 2026 agreements, including its Account Management Framework Agreement and Financial Services Framework Agreement with Ping An Consumer Finance, and it has called an Extraordinary General Meeting for December 29, 2025, to seek shareholder input on these arrangements. By locking in these operational frameworks and formally engaging shareholders, the company is underscoring how central these partnerships are to its business model and future...

Asana reported past third-quarter results showing revenue of US$201.03 million, rising from US$183.88 million a year earlier, while also announcing the upcoming departure of its Chief Operating Officer and General Counsel, who will both move into short-term advisory roles. Alongside higher sales and raised revenue guidance for fiscal 2026, Asana highlighted growing traction from its AI Studio offerings as a contributor to customer renewals and new revenue streams. We’ll now examine how...

ThredUp (TDUP) has quietly turned into a tricky stock for resale fans and investors alike, with the share price swinging higher over the past week even as longer term performance remains mixed. See our latest analysis for ThredUp. That recent 15.96% 7 day share price return on ThredUp, taking the stock to 8.72 dollars, comes on top of a powerful year to date share price surge but choppy shorter term momentum, while the one year total shareholder return also looks impressive. If ThredUp has...

Pitney Bowes (PBI) caught investors' attention after Citizens initiated coverage with an upbeat outlook on the company’s strategic direction, sending the stock up about 5% as the market digested the call. See our latest analysis for Pitney Bowes. Zooming out, Pitney Bowes’ 1 year total shareholder return of 28.72% and powerful 3 year total shareholder return of 187.72% show that today’s pullback comes after a strong, still constructive, longer term run. If this kind of turnaround story has...

NVR (NVR) ticked higher after a rating upgrade, a move that usually reflects a more constructive view on its prospects and can nudge fresh attention toward the homebuilder and its mortgage operations. See our latest analysis for NVR. The upgrade comes after a choppy few months, with the share price at $7,538.08 and a recent 1 month share price return of nearly 4 percent. However, the year to date share price return and 1 year total shareholder return have been weaker, suggesting long term...

CrowdStrike Holdings reported past third-quarter results showing revenue rising to US$1,234.24 million but with a wider net loss of US$34 million, while also raising full-year revenue guidance and unveiling new AI-driven security products and partnerships with AWS, HPE, Kroll, and U.S. public-sector agencies. Together, record net new ARR growth, higher operating income, and deepening AI and cloud alliances position CrowdStrike’s Falcon platform more firmly at the center of next-generation...

In recent months, AGCO has begun overhauling its dealer service model through its FarmerCore initiative, shifting toward an “Amazon-style” on-farm service network supported by mobile fleets, smaller dealer locations, and parts depots while also exiting low-margin grain and protein operations and pursuing company-wide cost savings. This transformation points to a deeper realignment of AGCO’s business toward higher-margin precision technology, more profitable aftermarket service, and a leaner...

In late November 2025, investor John Paulson increased his holdings in Bausch Health Companies by 2,500,000 shares, bringing his total stake to 73,255,869 shares and making the position a major portion of his portfolio. This sizeable commitment from a high-profile merger-arbitrage investor has drawn fresh attention to Bausch Health’s balance-sheet repair efforts and late-stage pipeline in gastroenterology, hepatology, and aesthetics. Next, we’ll examine how Paulson’s larger ownership stake...

In early December 2025, The Timken Company reported third-quarter revenue of US$1.16 billion, with higher sales, operating earnings, and cash flow than a year earlier, and presented at Goldman Sachs Industrials & Autos Week in London. Timken’s strong quarterly beat on analyst expectations came alongside repeated recognition for corporate responsibility and ethics, underscoring a blend of operational and ESG strengths. We’ll now examine how Timken’s stronger-than-expected quarterly earnings...

In the past week, UiPath reported third-quarter fiscal 2026 results with revenue of US$411.11 million, its first GAAP-profitable quarter, and annual recurring revenue up 11% year over year, while also guiding fourth-quarter revenue to US$462–467 million. UiPath also joined the Veeva AI Partner Program to integrate its Test Manager with Veeva Validation Management, aiming to digitize and automate highly regulated software testing and validation workflows with audit-ready, paperless...