U.S. Basic Materials Stock News

Dyne Therapeutics (DYN) just paired encouraging DELIVER trial data in Duchenne muscular dystrophy with a fresh follow on equity raise, a combination that can reshape both its clinical trajectory and funding runway. See our latest analysis for Dyne Therapeutics. The upbeat DELIVER readout and subsequent capital raise come after a volatile year in which Dyne’s 90 day share price return of 48.34% contrasts with a weaker 1 year total shareholder return of 26.17%. This suggests momentum is...

Ryder System, Inc. has announced that longtime Chairman and CEO Robert E. Sanchez will retire on March 31, 2026, with President and COO John J. Diez set to become CEO and join the board while Sanchez transitions to executive chair to support a phased handover. The elevation of Diez, a veteran leader across Ryder’s finance, fleet management, and dedicated transportation units, signals an emphasis on continuity in the company’s operations and multi-year growth plans rather than an abrupt shift...

FirstEnergy (FE) has quietly outperformed many utility peers over the past year, and that strength is drawing fresh attention as investors reassess defensive stocks in a choppy interest-rate backdrop. See our latest analysis for FirstEnergy. At around $44.26 per share, FirstEnergy’s roughly 11% year to date share price return and robust five year total shareholder return above 80% signal momentum that still looks supported by improving growth and a steadier risk backdrop. If this kind of...

Copart (CPRT) has landed on screens after a mixed setup, with Q1 fiscal 2026 earnings beating EPS expectations but revenue barely growing, while recent analyst commentary highlights insurance related headwinds pressuring sentiment. See our latest analysis for Copart. Despite the solid earnings beat, Copart’s share price has drifted lower to around $38.67. This comes with a steep year to date share price return of roughly negative 31 percent, which contrasts with a still positive three year...

MDU Resources Group recently completed a roughly US$200.0 million follow-on common stock offering and, on December 11, 2025, amended and restated its US$200.0 million revolving credit facility, extending the maturity to December 11, 2030 while keeping existing subfacilities and covenants largely intact. Together, the equity raise and extended credit line reshape MDU’s capital structure by adding fresh equity capital while locking in long-term liquidity and funding flexibility. We’ll now...

If you are wondering whether Advanced Micro Devices is still a smart consideration after its huge multi year run, or if the best days are already priced in, you are in the right place. Even after a recent pullback, with the stock down 4.7% over the last week and 14.6% over the past month, AMD is still up 74.7% year to date and 66.4% over the last year, reflecting a multi year gain of 226.3% over 3 years and 126.1% over 5 years. Recent headlines have focused on AMD's push into AI accelerators...

Earlier this week, Immunovant completed a follow-on equity offering of 26,200,000 common shares at US$21.00 each, raising about US$550.2 million to support operating expenses and a potential commercial launch of IMVT-1402 for Graves’ disease. A distinctive element of the deal is controlling shareholder Roivant Sciences’ decision to purchase a large block of shares, signaling internal support for Immunovant’s expanded IMVT-1402 development plans across multiple autoimmune indications. With...

In recent days, coverage of EMCOR Group has emphasized its lower price-to-earnings ratio relative to Construction & Engineering peers and highlighted upbeat analyst revisions to earnings forecasts. This combination of relatively modest valuation multiples and upgraded growth expectations has sharpened investor attention on how the company is being priced against its outlook. Now, we’ll explore how this renewed focus on EMCOR’s comparatively low P/E ratio may influence its investment...

Nebius Group has recently secured multi‑year AI infrastructure contracts worth about US$17.40 billion with Microsoft and US$2.90 billion with Meta, reinforcing demand for its Nvidia GPU‑powered cloud services even as it contends with heavy data center costs and ongoing net losses. These hyperscaler deals highlight Nebius’ role as a core AI infrastructure provider while intensifying investor focus on whether its aggressive, capital‑intensive capacity buildout and recurring financing needs can...

Preferred Bank recently announced that its Board of Directors approved a 6.7% increase in the annual cash dividend to US$3.20 per share, payable on January 20, 2026 to shareholders of record on January 6, 2026. This higher payout signals management’s confidence in the bank’s capital position and earnings power, and reinforces its emphasis on shareholder returns alongside growth initiatives. We’ll now examine how this higher annual dividend influences Preferred Bank’s investment narrative,...

LivaNova (LIVN) just brought in Lucile Blaise, a long time ResMed executive, as Global Head of Commercialization for obstructive sleep apnea. The move immediately sharpens the narrative around its sleep business. See our latest analysis for LivaNova. The appointment lands as LivaNova enjoys solid momentum, with a roughly 34% year to date share price return and a 25% one year total shareholder return, suggesting investors are warming to its turnaround story. If this leadership move has you...

BXP recently sold a vacant land parcel in Santa Clara that had been earmarked for nearly 700,000 square feet of office development, after market conditions and local power supply constraints made the large-scale office project unworkable and prompted a shift toward a housing-focused plan by the buyer. This move signals BXP’s willingness to exit challenging office development opportunities and reallocate capital away from weaker submarkets toward assets that better fit its core workplace...

Cohen & Steers (CNS) just rolled out two new actively managed ETFs, one targeting infrastructure opportunities and another short duration preferred income, extending its real assets franchise and giving investors fresh tools for yield and diversification. See our latest analysis for Cohen & Steers. The new ETF launches come at a time when Cohen & Steers’ share price has slipped, with a 90 day share price return of minus 11.09 percent and a year to date share price return of minus 31.55...

Earlier this month, Barclays downgraded Pentair to Equal Weight from Overweight, arguing that the company’s multi-year margin gains from transformation and cost actions are largely behind it and future earnings will hinge more on underlying end-market demand. The downgrade highlights a concern that Pentair’s current business mix may offer less room for further margin expansion compared with peers exposed to higher-margin markets. We’ll now examine how concerns about fading...

Why Monster Beverage Stock Is Back in Focus Monster Beverage (MNST) has quietly pushed higher this year, and that move is starting to catch more investor attention. With steady growth and strong brand power, the stock is increasingly being treated as a longer term compounder. See our latest analysis for Monster Beverage. The latest move to a share price of $73.97 builds on strong momentum, with an 11.8 percent 3 month share price return and a 41.6 percent 1 year total shareholder return...

In the past quarter, Synopsys reported fourth-quarter 2025 revenue of US$2,254.86 million, significantly higher than a year earlier, while net income fell to US$448.7 million, and also issued guidance calling for up to US$2,415 million in first-quarter 2026 revenue and as much as US$9.66 billion for fiscal 2026. Earlier in December, NVIDIA deepened its relationship with Synopsys through a multiyear AI and accelerated-computing collaboration and a US$2 billion equity investment at US$414.79...

Jim Cramer’s recent “stay away” remarks about Dorman Products (DORM), coming right after the company reaffirmed its 2025 growth guidance, have put the stock under a spotlight for all the wrong reasons. See our latest analysis for Dorman Products. Those comments have landed at a tricky moment for Dorman, with the share price now around $128.01 and a 90 day share price return of roughly negative 21 percent contrasting with a still solid three year total shareholder return near 59 percent. This...

Recent analyst commentary around AppLovin (APP) is really centered on one thing: the Axon 2 AI platform quietly reshaping its ad business across mobile apps, e commerce, connected TV, and streaming. See our latest analysis for AppLovin. That backdrop helps explain why, even with a recent pullback that left the latest share price at $670.67 and a 1 day share price return of minus 6.46 percent, AppLovin still shows a year to date share price return of 96.23 percent and a three year total...

Southern (SO) just agreed to a settlement in Georgia’s All Source Request for Proposals that could lift its capital spending by about $4 billion, and the stock is already reflecting that shift. See our latest analysis for Southern. The stock’s muted 1 day share price move and softer 1 month share price return come after this capex heavy settlement. Yet a 1 year total shareholder return of 6.6 percent and a five year total shareholder return of about 70 percent suggest long term momentum...

Earlier this month, Expeditors International of Washington presented at Virtual Access Day on December 8, 2025, highlighting its role as a global third-party logistics provider across air and ocean freight. The presentation followed a period in which Expeditors exceeded market expectations on both revenue and earnings per share, reinforcing investor focus on its operational efficiency and demand resilience. We’ll now explore how Expeditors’ stronger-than-expected quarterly results shape its...

GlobalFoundries Inc. has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025, following his tenure as Senior Vice President of Business Finance & Operations and Interim CFO. Franklin’s promotion consolidates finance, operations, and investor relations under a leader with deep internal experience, potentially reinforcing GlobalFoundries’ long-term execution around differentiated chip technologies and AI-related demand. Now, we’ll explore how Franklin’s elevation to...

Natera (NTRA) shares have quietly outpaced much of the biotech space this year, climbing strongly on the back of double digit revenue growth and rapidly improving net income trends that have investors rethinking its valuation. See our latest analysis for Natera. Beyond the latest results, the share price has surged to $231.95, with a roughly 35% 3 month share price return and a 3 year total shareholder return above 430%, which together signal solid, momentum driven optimism around Natera’s...

Exact Sciences (EXAS) has quietly become one of the stronger movers in diagnostics this month, with shares climbing sharply as investors focus on its improving revenue growth and narrowing losses in cancer testing. See our latest analysis for Exact Sciences. That sharp 30 day share price return of over 50 percent builds on a powerful 90 day gain and a 67 percent one year total shareholder return. This is a clear sign that sentiment has swung toward Exact Sciences growth story despite its...

Enliven Therapeutics (ELVN) just reshuffled its top ranks, naming industry veteran Richard Fair as CEO, President, and board member, while co founder Sam Kintz shifts to Head of Pipeline to focus on R and D. See our latest analysis for Enliven Therapeutics. The leadership shake up lands after a rough stretch for the stock, with a 7 day share price return of minus 22.7 percent and a 1 year total shareholder return of minus 27.17 percent. This suggests momentum has been fading despite the late...