U.S. Basic Materials Stock News

If you are wondering whether Apple is still a buy at current levels, you are not alone. This article is going to focus squarely on what the numbers say about its underlying value. Over the last year the stock is up 16.1%, with gains of 3.9% over the past month and 15.1% year to date. This continues a longer run that has seen Apple climb 100.4% in three years and 135.6% over five years. Recently, investors have been focused on Apple expanding its services ecosystem and deepening its push into...

In the second quarter, Mackenzie Financial Corp reduced its holdings in Entergy Corporation by very large %, selling 150,266 shares and retaining 100,807 shares in the utilities provider. Around the same time, Entergy Louisiana broke ground on two highly efficient natural gas-fired plants totaling about 1,500 megawatts, a build-out closely tied to Meta’s new data center and projected to save customers roughly US$650 million over 15 years while supporting growing regional power needs. We’ll...

In recent months, Flex introduced a new AI-focused data center infrastructure platform and disclosed collaborations with NVIDIA and LG Electronics to build modular, energy-efficient data center solutions, aiming to speed up deployments and lower implementation risks for customers. This push deeper into AI-driven data center hardware and integrated systems is reshaping Flex’s role from a traditional contract manufacturer to a higher-value, solution-oriented partner across global cloud and AI...

It is a pleasure to report that the Wrap Technologies, Inc. ( NASDAQ:WRAP ) is up 59% in the last quarter. But that...

TeraWulf recently accelerated its shift from green Bitcoin mining to AI-focused, vertically integrated data centers, underpinned by over US$7.70 billion in contracted revenue and a US$3.20 billion Google financial guarantee. Google’s move to lift its stake in TeraWulf to 14% and backstop key AI infrastructure contracts highlights a reshaped business model and risk profile. Next, we’ll examine how Google’s expanded 14% ownership and financial backing may alter TeraWulf’s investment narrative...

Key Insights Significant control over Immix Biopharma by retail investors implies that the general public has more...

Wondering whether Amcor at around $8.32 is a value opportunity or a value trap? This breakdown will walk through what the current price really implies. Despite a tough run over the last year with a -14.0% return and -11.0% year to date, the stock has shown some life recently, gaining 5.7% over the last month even after a -3.5% slip in the past week. That recent volatility is unfolding against a backdrop of ongoing packaging industry shifts, from sustainability regulations to changing...

Edwards Lifesciences recently held its Analyst/Investor Day, where management outlined current business performance, portfolio priorities, and long-term growth plans for its structural heart and critical care franchises. The event gave investors deeper insight into how upcoming transcatheter therapies and ongoing R&D spending could reshape the company’s future earnings profile and capital allocation. Next, we’ll examine how the Analyst/Investor Day commentary on transcatheter pipeline...

NetApp (NTAP) just checked several key boxes at once, combining upbeat quarterly earnings, stronger AI driven deal flow, and fresh AWS integrated capabilities that collectively prompt investors to revisit the stock’s risk reward profile. See our latest analysis for NetApp. Those steady results and the new AWS AI integrations are helping sentiment turn after a softer patch. The recent 7 day share price return of 6.17% contrasts with a slightly negative 1 year total shareholder return and much...

Akamai Technologies (AKAM) has quietly outperformed the broader market over the past month, with the stock climbing about 19% even as its one year return remains negative and longer term performance mixed. See our latest analysis for Akamai Technologies. That surge over the last month, reflected in an 18.7% 30 day share price return to about $86.60, stands in contrast to a roughly 11.7% slide in the 1 year total shareholder return. This suggests short term momentum is building even as the...

Key Insights Given the large stake in the stock by institutions, Alumis' stock price might be vulnerable to their...

Enterprise Products Partners (EPD) slipped after J.P. Morgan cut its rating to Neutral from Overweight, citing slower EBITDA growth, tougher midstream competition, and skepticism about how impactful unit buybacks will be. See our latest analysis for Enterprise Products Partners. The downgrade comes after a solid run, with the latest share price at $32.61 and a strong 30 day share price return of 7.91 percent. The five year total shareholder return of 120.88 percent shows long term momentum is...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Earlier this week, Sunrun Inc. filed a US$693.55 million shelf registration for 38,854,154 common shares tied to its employee stock ownership plan, while investors digested the impending expiry of key U.S. residential solar tax credits and a peer company’s bankruptcy after those incentives were reduced. The combination of tax-credit uncertainty, insider share sales, and rising solar component costs has sharpened questions about how resilient Sunrun’s residential solar demand and...

Despite an already strong run, Tango Therapeutics, Inc. ( NASDAQ:TNGX ) shares have been powering on, with a gain of...

In recent days, O'Reilly Automotive reported past third-quarter results that exceeded expectations, raised its 2025 comparable-store sales guidance, and drew an "Outperform" initiation from Baird alongside broadly positive broker sentiment. This combination of stronger-than-expected operating performance and reinforced analyst confidence highlights how execution on market share and margin improvement is shaping perceptions of O'Reilly's long-term positioning. We'll now consider how the...

Key Insights Given the large stake in the stock by institutions, WD-40's stock price might be vulnerable to their...

Wondering if Genworth Financial is still good value after its long climb, or if the easy money has already been made? This breakdown will walk through what the numbers are really saying about the stock today. The share price has cooled slightly in the last week, down 0.3%, but it is still up 1.8% over the last month, 24.4% year to date, 15.0% over the past year, and 99.1% over five years. Part of this move reflects shifting sentiment as investors reassess insurers with legacy long term care...

Wondering if Blackstone at around $151 a share is still worth buying, or if the easy money has already been made? In this article, we walk through what the current price might really be telling us about future returns. Despite being down 12.9% year to date and 16.6% over the past year, the stock has bounced 4.5% in the last week and 6.0% over the past month, while still sitting on gains of 109.7% over 3 years and 186.3% over 5 years. Recent moves have been driven by a mix of macro headlines...

The Morning Bull - US Market Morning Update Friday, Dec, 5 2025 US stock futures are pointing higher this morning, with contracts tied to a broad market benchmark up about 0.2 percent as investors weigh two big forces: steady inflation and a cooling but still solid job market. The Fed’s preferred inflation gauge is expected to hold near 2.8 to 2.9 percent a year, which means the cost of living is easing but not fast enough for aggressive rate cuts. At the same time, new jobless claims are at...

Monro, Inc. ( NASDAQ:MNRO ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. Not...

Expro Group Holdings' (NYSE:XPRO) stock is up by a considerable 20% over the past three months. As most would know...

Despite an already strong run, Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shares have been powering on, with a gain of...

There wouldn't be many who think Oil States International, Inc.'s ( NYSE:OIS ) price-to-sales (or "P/S") ratio of 0.6x...