NYSE:VLO
NYSE:VLOOil and Gas

US Stock Market Today S&P 500 Futures Edge Lower On Weak Manufacturing And Rate Bets

The Morning Bull - US Market Morning Update Tuesday, Jan, 6 2026 US stock futures are pointing slightly lower this morning, with key contracts on the S&P 500 and Nasdaq 100 ticking down after a weaker snapshot of American factories. The ISM Manufacturing PMI slipped to 47.9 in December 2025, a level that signals output at many factories is shrinking rather than growing, which can feed into hiring decisions and demand for raw materials. At the same time, US Treasury yields are easing as...
NYSE:T
NYSE:TTelecom

Assessing AT&T (T) Valuation After Recent Short-Term Share Price Weakness

AT&T (T) has been drawing fresh attention as investors weigh its current share price of $24.71 against recent performance, including a 1 day gain and negative moves over the past month and the past 3 months. See our latest analysis for AT&T. That 1 day share price gain comes after a softer few months. AT&T’s year to date share price return is in positive territory, and its 1 year total shareholder return of 16.28% and 3 year total shareholder return of 48.09% suggest longer term momentum has...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Will Data-Center Deals and U.S. Incentives Reshape First Solar's (FSLR) Policy-Driven Advantage?

In early January 2026, First Solar drew fresh attention as sector-wide optimism, a new Intersect Power data-center partnership, and supportive U.S. incentives highlighted its role in utility-scale solar and thin-film module supply. Beyond the headlines, the company’s U.S.-centric technology and manufacturing footprint stood out as a key beneficiary of policy-driven demand for domestically produced solar equipment. With this backdrop of policy support and growing data-center demand, we’ll...
NYSE:TE
NYSE:TEElectrical

Is T1 Energy’s (TE) FEOC Shift Quietly Redefining Its Domestic Manufacturing Edge?

In recent weeks, Treaty Oak Clean Energy agreed to source at least 900MW of T1 Energy’s U.S.-built, FEOC-compliant solar modules over three years, supported by T1’s 5GW Texas plant and under-construction G2_Austin cell facility. At the same time, T1 Energy moved to reduce foreign ownership and hard-wire compliance with U.S. clean energy rules, directly tying long-term customer demand to policy-aligned domestic manufacturing capacity. We’ll now examine how T1 Energy’s foreign ownership limits...
NYSE:ATI
NYSE:ATIAerospace & Defense

Should Strong Q3 Results and Aerospace Contract Wins Require Action From ATI (ATI) Investors?

In recent months, ATI reported stronger-than-expected Q3 2025 results, including earnings per share of US$0.85 on US$1.13 billion in revenue, alongside contract wins concentrated in premium aerospace and defense materials. What stands out is how consistent analyst optimism around ATI’s margin strength and aerospace and defense exposure reinforces confidence in the company’s long-term revenue visibility despite near-term trading softness. Against this backdrop of upbeat earnings and analyst...