U.S. Basic Materials Stock News

Major brokerages have recently initiated or upgraded coverage on Equinix (NasdaqGS:EQIX), highlighting its role in enterprise colocation. Analysts are pointing to Equinix's exposure to AI related workloads and broader digital infrastructure demand as key themes. This renewed attention focuses on how Equinix's global data center footprint fits into long term technology infrastructure needs. Equinix runs a global platform of data centers where enterprises, cloud providers, and network...

If you are trying to figure out whether Voyager Technologies at US$32.39 is priced attractively or not, you are in the right place. The stock has had a mixed recent run, with a 14.2% gain over the last 30 days but a 5.7% decline over the last week, which can change how investors think about both opportunity and risk. Recent coverage around Voyager Technologies has focused on how the stock fits into the capital goods sector and where it might sit on investors' watchlists. This has given more...

Earlier this month, Rithm Capital Corp. completed a US$250 million fixed-income offering of 10,000,000 shares of 8.750% junior senior cumulative redeemable preferred stock, priced at US$25 per share with a US$0.7875 discount and featuring fixed-rate, callable, cumulative, junior, senior, perpetual terms. A new Buy-rated initiation from UBS, highlighting Rithm’s asset management earnings potential and acquisition of Paramount Group, underscored how the preferred issuance may support its...

EchoStar is working through integration challenges after acquiring DISH Network. Analysts are questioning the company’s ability to deliver a financial turnaround while annual sales continue to decline. Persistent structural headwinds and pressure to improve performance are raising concerns about EchoStar’s post acquisition trajectory. For investors tracking NasdaqGS:SATS, the stock is trading at $122.5, with a 12.5% return over the past 30 days and a 9.2% gain year to date. The 1 year...

Teledyne Technologies (TDY) has wrapped up FY 2025 with fourth quarter revenue of US$1.6b and basic EPS of US$5.60, alongside trailing twelve month revenue of US$6.1b and EPS of US$18.88 that frame the latest print in a broader earnings run. Over the past six quarters in the data, quarterly revenue has ranged from US$1.44b to US$1.61b, while basic EPS has moved between US$4.03 and US$5.61, giving investors a clear view of how the top and bottom lines have tracked together through recent...

Why Akamai’s Deutsche Telekom Security partnership matters for investors Akamai Technologies (AKAM) is back in focus after highlighting how Deutsche Telekom Security is using its Security Certified Service Provider program to deliver API protection and microsegmentation services for heavily targeted, regulated industries. See our latest analysis for Akamai Technologies. Akamai shares have picked up momentum recently, with a 25.61% 90 day share price return and a 10.13% year to date share...

At its 15 January 2026 annual meeting, Micron Technology shareholders approved an amendment to the company’s charter under Delaware law, limiting certain officers’ personal monetary liability for duty-of-care breaches, with the change becoming effective on 21 January 2026. This governance move coincides with Micron’s large-scale AI-focused capacity expansion and efforts to manage operational risk amid an unprecedented memory chip shortage. With Micron’s shares rising over the past week,...

Corsair Gaming recently used CES 2026 to showcase an expanded ecosystem that connects high-performance gaming hardware, Stream Deck workflows, and early support for Model Context Protocol to enable natural language and voice interactions with AI agents. An especially interesting highlight was the GALLEON 100 SD, a CES Innovation Award-winning keyboard that fuses mechanical gaming performance with integrated Stream Deck controls, signaling Corsair’s push to make AI-enabled, multi-function...

If you are wondering whether Universal Technical Institute's share price still offers value after recent moves, it helps to step back and look at what the current market price might be implying. The stock last closed at US$28.15, with returns of 5.9% over the past week, 5.0% over the last month, 13.3% year to date, 6.1% over 1 year, and very large gains over 3 and 5 years. Recent attention on Universal Technical Institute has focused on its role in career and technical education, as...

Context for PNC Financial Services Group (PNC) PNC Financial Services Group (PNC) has drawn investor attention after recent share price moves, with the stock showing double digit total returns over the past year and the past 3 months. With annual revenue of US$22,320.0m and net income of US$6,619.0m, the bank sits among the larger diversified U.S. financial institutions, giving investors multiple business segments to assess. See our latest analysis for PNC Financial Services Group. Recent...

Penske Automotive Group was recently upgraded to a Zacks Rank #2 (Buy), reflecting a shift toward more favorable earnings estimate revisions by covering analysts. This upgrade comes against a backdrop of mixed operating trends, including prior concerns over same-store sales and margin pressure, highlighting how analyst sentiment can pivot as expectations evolve. Against this backdrop of improving earnings estimates, we’ll explore how the analyst upgrade influences Penske Automotive Group’s...

Riverwater Partners recently highlighted IRADIMED CORPORATION as the top contributor to its Micro Opportunities Strategy in 2025, following record Q3 2025 revenue of US$21.2 million and FDA approval of the company’s MRI-compatible 3870 IV infusion pump in July 2025. Beyond the financial headlines, IRADIMED’s combination of accelerating revenue, new FDA-cleared technology and a special dividend, alongside insider share sales and a “Moderate Buy” analyst consensus, paints a complex picture of...

Leidos Holdings has previously prepared to release its fiscal fourth-quarter 2025 earnings on Tuesday, Feb. 17, with analysts expecting higher profitability and closely watching its performance against past earnings beats. An interesting angle for investors is how Leidos’ growing federal contract backlog, supported by elevated U.S. defense and government IT spending, underpins its positioning in cybersecurity and digital modernization. Next, we’ll examine how Leidos’ expanding federal...

Boot Barn Holdings, Inc. recently issued preliminary earnings guidance for the third quarter of fiscal 2026, projecting net sales of about US$705.6 million, income from operations of roughly US$114.8 million, and net income per diluted share near US$2.79, all above the prior-year period on an adjusted basis. An interesting angle is that last year’s results were boosted by a one-time US$6.7 million benefit tied to the former CEO’s resignation, making the underlying improvement in operating...

Rush Enterprises, which runs the largest network of commercial vehicle dealerships in North America, recently announced its upcoming fourth-quarter and full-year 2025 earnings call, set for February 18, 2026, following results released on February 17, 2026. Beneath this operational milestone, flat revenue over the past two years and declining earnings per share highlight rising concerns about profitability and demand resilience. With Rush Enterprises’ recent gains and pressure on earnings,...

Chinese customs authorities have blocked shipments of Nvidia's H200 AI processors into China, prompting suppliers to pause production and disrupting supply of these chips. CEO Jensen Huang is planning a late January visit to China as trade tensions and export policy adjustments create uncertainty for NasdaqGS:NVDA in this key market. Nvidia is also expanding its AI footprint through new partnerships, including a US$1b co innovation lab with Eli Lilly and collaborations in life sciences and...

The Austrian B2C e-commerce market is projected to grow steadily at an annual rate of 6.6%, expected to reach $19.22 billion by 2025. This growth is attributed to the increasing focus on mobile-first experiences, alternative delivery solutions, and sustainability initiatives. Despite significant foreign marketplace dominance, domestic retailers are encouraged to differentiate through service innovation and localized offerings to handle ongoing competitive pressures. In 2024, online sales...

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...

Why Lamb Weston’s latest plant moves matter for investors Lamb Weston Holdings (LW) is closing its Munro plant in Argentina, shifting Latin American production to a newer facility in Mar del Plata and temporarily curtailing a line in the Netherlands, all under its Focus to Win program. See our latest analysis for Lamb Weston Holdings. The Focus to Win plant changes come after a tough stretch for holders, with a 90 day share price return of a 31.98% decline and a 1 year total shareholder...

Capital One Financial received preliminary court approval for a $425 million class action settlement with depositors over denied high interest rates. The company faces regulatory risk from President Trump's proposed cap on credit card interest rates. Capital One is also progressing with its pending acquisition of Discover, a move with potential implications for competition and its future business mix. For investors watching NYSE:COF, these developments arrive as the stock trades at $231.01,...

Ethiopian Airlines has placed a major new aircraft order with Boeing (NYSE:BA), adding fresh demand for the company’s widebody and narrowbody jets. Delta Air Lines has also committed to additional Boeing aircraft, expanding its fleet plans with new long haul and domestic capacity. Boeing has overtaken Airbus in net commercial orders for the first time in seven years, supported by higher 787 Dreamliner production rates and increasing long haul demand. Boeing sits at the center of global air...

Why VK2735’s latest trial results matter for Viking Therapeutics (VKTX) Viking Therapeutics (VKTX) is back in focus after publishing Phase 2 VENTURE trial results for its dual GLP-1/GIP candidate VK2735 and confirming full enrollment in two large Phase 3 obesity and diabetes studies. See our latest analysis for Viking Therapeutics. VKTX’s share price has been choppy around the latest VK2735 updates, with a 7 day share price return of 4.71% but a 30 day share price return of 8.32% and a year...

If you are wondering whether APA is priced attractively right now, this article walks through what the current share price might imply about the company’s value. APA closed at US$26.54, with returns of 8.7% over the last 30 days, 4.7% year to date, 19.5% over 1 year, a 32.6% decline over 3 years, and 109.2% over 5 years. Together, these figures give a mixed picture of recent market sentiment. Recent coverage around APA has focused on its position in the US energy sector and how investors are...

Iridium Communications (IRDM) has reached an important technical milestone by completing successful on air testing of its Iridium NTN Direct service over its low Earth orbit satellite network. This achievement sets the stage for beta trials and commercial launch. See our latest analysis for Iridium Communications. The latest technical progress comes after a mixed share price pattern, with a 1 month share price return of 8.46% and a year to date gain of 10.47%. This contrasts with a 1 year...