U.S. Basic Materials Stock News

Cullen/Frost Bankers (CFR) has seen some movement in its stock lately, catching investor attention. While the company’s recent returns have been mixed over the past month and three months, its longer-term performance reflects both challenges and recovery phases for the Texas-based bank. See our latest analysis for Cullen/Frost Bankers. Looking at the bigger picture, Cullen/Frost Bankers’ share price has taken a breather so far this year, reflecting a modest drop, but the bank’s five-year...

On November 18, 2025, Microsoft, NVIDIA, and Anthropic announced a major partnership in which Anthropic committed to purchase US$30 billion of Azure compute capacity, with additional multi-billion dollar investments from Microsoft and NVIDIA into Anthropic and access to Anthropic's Claude models on Azure. This collaboration significantly grows Microsoft's generative AI offerings, reinforcing Azure's AI leadership and providing broader choice and advanced capabilities for enterprise customers...

Kodiak Gas Services (KGS) just kicked off trading on the new NYSE Texas exchange, following its announcement of a dual listing. In addition to this move, Kodiak is conducting a 10 million share offering and intends to repurchase 1 million shares. See our latest analysis for Kodiak Gas Services. Kodiak Gas Services has seen its share price drift lower in 2024, with a year-to-date return of -16.38%. A 3.47% gain over the past week suggests some buyers are taking new interest following the dual...

UMH Properties (UMH) just completed a refinancing deal by adding seven communities to its Fannie Mae credit facility. This unlocked about $91.8 million in proceeds at a fixed 5.46% interest-only rate over nine years. This move positions the company to target new acquisitions, expansions, additional rental homes, and pay down higher-interest debt in the short term. See our latest analysis for UMH Properties. After the refinancing news, UMH Properties' short-term momentum remains mixed. The...

Citigroup recently announced the transition of Mark Mason from Chief Financial Officer to Executive Vice Chair and the integration of its U.S. Retail Bank into the Wealth business, with leadership changes affecting key business segments. This broad reorganization seeks to unify management and streamline operations, with the goal of improving Citi’s efficiency and sharpening its competitive focus in the U.S. market. We’ll review how Citi’s management transition and consolidation of its retail...

Leidos and Quadridox recently announced the integration of their computed tomography and X-ray diffraction imaging systems to create a new advanced baggage screening technology for airports, designed to enhance security and operational efficiency. This collaboration combines Leidos' Examiner 3DX CT with Quadridox’s DELPHI XRDI, signaling an important step toward more effective and adaptable airport security screening systems, with successful internal tests and a planned airport trial in...

Vertiv Holdings (VRT) just revealed a new strategic partnership with Caterpillar, aimed at creating integrated power generation and cooling solutions for data centers. This collaboration is designed to address key data center energy challenges. See our latest analysis for Vertiv Holdings Co. Vertiv’s momentum has been hard to ignore, with a surge in demand for data center solutions fueling a 45% share price return year-to-date and standout results like a 28% jump over the last 90 days. Recent...

MINISO Group Holding (NYSE:MNSO) drew attention after releasing its third-quarter results, which highlight impressive year-over-year sales growth even as net income dipped. The company also issued upbeat earnings guidance for the coming fiscal periods. See our latest analysis for MINISO Group Holding. Following upbeat guidance, MINISO’s recent share price movement has been volatile, with a sharp decline in the past month and quarter. However, long-term total shareholder returns remain solid,...

SolarEdge Technologies recently completed its first commercial battery installations in Germany, with over 150 orders for its new CSS-OD storage system placed within weeks of launch, reflecting substantial demand in Europe's largest solar self-consumption market. This early adoption showcases the appeal of integrated PV and storage offerings among commercial and industrial customers as businesses seek greater energy independence and efficiency. We'll now examine how rapid commercial battery...

Xenia Hotels & Resorts recently announced a fourth quarter cash dividend of US$0.14 per share, to be paid on January 15, 2026, to shareholders of record as of December 31, 2025. The company's Q3 2025 earnings came in with funds from operations matching expectations, but revenue fell slightly short, leading management to adopt a cautious outlook while highlighting preliminary recovery in group demand and RevPAR in October. With the board affirming its dividend and management emphasizing...

Federated Hermes recently reported better-than-expected third-quarter 2025 earnings, highlighted by a 10% increase in equity assets and record total assets under management of US$846 billion, building on Q3 momentum as the Federal Reserve shifted towards rate cuts. An important insight is that favorable conditions for money market funds have driven strong institutional inflows, further supported by the company's diversified asset base and market positioning. We'll assess how the surge in...

CorVel (CRVL) shares have seen mixed movement lately, with the stock down 1% over the past month but climbing about 2% for the week. Longer-term investors may be weighing performance following a drop of nearly 18% over the past 3 months. See our latest analysis for CorVel. CorVel’s share price has battled intense headwinds this year, with momentum fading and a 1-year total shareholder return of -39.2%. While this week’s modest bounce may spark some short-term hope, three-year and five-year...

Authorities recently grounded about 4% of FedEx's MD-11 fleet after an engine detachment incident during peak holiday shipping, prompting urgent efforts by FedEx to secure additional freighters and maintain service levels. This operational disruption comes as FedEx's Board affirmed a US$1.45 per share quarterly dividend, highlighting the company's commitment to supporting shareholder value despite logistical challenges. We'll now explore how the grounding of MD-11 jets during the busiest...

Gaming and Leisure Properties (GLPI) just announced a 2.6% increase to its fourth quarter dividend, signaling management's optimism about the company's performance. The news comes alongside third-quarter results that beat expectations and a boost to full-year guidance. See our latest analysis for Gaming and Leisure Properties. The dividend hike comes at a time when Gaming and Leisure Properties' share price has retreated 9.4% year-to-date, and total shareholder return over the past year is...

Earlier this week, Kirby Corporation reported third-quarter 2025 earnings that exceeded analyst expectations and provided positive revenue guidance for its Inland and Coastal operations, while Executive Vice President Amy D. Husted exercised options and sold 10,413 shares for US$1.1 million on November 21, 2025. An interesting aspect of this news is the analyst optimism around Kirby's marine transportation segments, driven by improving revenue and margin outlooks in both Inland and Coastal...

Earlier this month, CLEAN Linen & Workwear announced significant safety gains after introducing Samsara's Connected Operations Platform across its fleet, reporting a 38% company-wide reduction in collision rates and an 80% improvement in overall fleet safety scores. By enabling real-time driver access to telematics data and coaching, the partnership has created measurable operational efficiencies while highlighting the practical value of AI-powered solutions in commercial fleet...

Jamf Holding (JAMF) has been gaining interest lately as its stock delivered solid returns over the past month, climbing nearly 19%. Investors are curious about whether this momentum could signal a longer term shift in the company's outlook. See our latest analysis for Jamf Holding. Jamf Holding’s impressive 19% share price return over the past month builds on short-term momentum but comes against a more challenging long-term backdrop, with the company still posting a negative 12% total...

Precigen, Inc. reported financial results for the third quarter and nine months ended September 30, 2025, highlighting third-quarter revenue of US$2.92 million versus US$953,000 a year earlier, alongside a net loss of US$146.34 million compared to US$23.98 million previously. While revenue more than tripled year-over-year, Precigen’s net loss also increased significantly, leading to a wider basic loss per share from continuing operations. We’ll explore how the company’s sharp rise in revenue...

Wondering if now is the right time to get into MGM Resorts International? You are not alone, as investors everywhere are questioning whether the stock's current price truly reflects its value. Shares have rebounded sharply this week, up 11.8% over the last seven days. Longer-term returns remain mixed, with the stock still down 6.9% over the past year. This recent surge comes alongside major headlines about MGM's big push into digital gaming partnerships and new property developments, both of...

Energy Transfer (ET) has been drawing attention from investors, particularly following a stretch of underperformance over the past month and past 3 months. The stock’s moves have led some to reconsider how its longer-term fundamentals compare with recent trading trends. See our latest analysis for Energy Transfer. Over the past year, Energy Transfer's share price has faced notable headwinds, sliding 16.6% year-to-date, while the one-year total shareholder return stands at -8.9%. This comes...

American Express (AXP) recently saw its stock price edge slightly higher over the past week, gaining about 6%. Some investors are reviewing its performance to see whether the current valuation reflects the company’s growth potential and recent trends. See our latest analysis for American Express. After a modest but steady week, American Express’s share price has gained 22% year-to-date, reflecting a strong tailwind as investors respond to the company’s healthy financial growth and a...

Recent reports revealed that Innodata has established itself as a critical provider of AI data cleaning services for at least five of the largest technology companies, reflecting substantial industry endorsement and demand. This development highlights Innodata's rapid evolution in the AI data preparation market, underpinned by its task-specific microservices and a revenue surge, tripling in five years, as generative AI adoption accelerates. With this major validation from top technology...

The Federal Communications Commission has ordered Comcast (CMCSA) to pay a $1.5 million fine after a vendor’s data breach exposed personal information of about 237,000 customers. This regulatory move brings renewed attention to Comcast’s data security policies and future oversight. See our latest analysis for Comcast. Comcast’s momentum has clearly faded this year, with a 1-year total shareholder return of -35.2% and the share price now trading at $26.57 after a steep year-to-date drop of...

BioMarin Pharmaceutical (BMRN) grabbed attention after its Q3 update, where it reported solid revenue growth and raised its full-year guidance higher than any of its peers. The big drivers were its PALYNZIQ and VOXZOGO products, each delivering over 20% revenue growth. See our latest analysis for BioMarin Pharmaceutical. BioMarin’s latest quarterly momentum has drawn a spotlight, but the share price tells a more cautious story. At $55.52, the 1-year total shareholder return is still down 15%,...