U.S. Basic Materials Stock News

Merck (MRK) is making waves this week as the company announced a series of meaningful regulatory and clinical updates. Highlights include new FDA and European approvals, as well as encouraging clinical results for important pipeline drugs. See our latest analysis for Merck. Merck’s recent string of regulatory wins and positive clinical trial results has caught investors’ attention, with momentum clearly building. Its 1-month share price return is an impressive 11.7%, while the stock has...

PJT Partners (PJT) is making a strategic move to expand in Europe, announcing plans to hire up to 10 dealmakers and open a new Stockholm office. The office will be led by former Goldman Sachs banker Thomas Westin. This signals the firm's intent to increase its local capabilities in the Nordics. See our latest analysis for PJT Partners. PJT’s expansion in the Nordics comes at a time when momentum in its share price has been uneven, with a 6.92% year-to-date gain but a recent pullback this...

The shift in Knowles (KN) stock caught attention after comments from the president of the Federal Reserve Bank of New York signaled possible rate cuts this December. Lower rates often benefit companies because they reduce financing costs and encourage investment. See our latest analysis for Knowles. Knowles shares spiked after the Fed's dovish signals, though it's been a bumpy ride. Despite a sharp move higher this week, the stock’s 1-month share price return is down 11%. That said, the...

Hub Group's Board of Directors recently declared a quarterly cash dividend of US$0.125 per share for both Class A and Class B stock, payable on December 17, 2025, to shareholders of record as of December 5, 2025, as part of its capital allocation plan. This announcement coincided with Hub Group reporting US$934.5 million in quarterly revenue, which, while showing a 5.3% year-on-year decline, exceeded analyst estimates and highlighted gains in intermodal profitability and the impact of the...

Earlier this week, Nano-X Imaging Ltd. announced a 2026 revenue outlook of US$35 million, alongside expanded commercial partnerships, including a reseller agreement with 3DR Labs and deployments in France, after unveiling its FDA-cleared Nanox.ARC X digital tomosynthesis system at RSNA 2025. This series of developments positions Nano-X Imaging for accelerated international growth and wider adoption of its AI-enhanced imaging solutions within major healthcare networks. Now, we'll explore how...

Earlier this week, GlobalFoundries and Navitas Semiconductor announced a long-term partnership to accelerate U.S.-based gallium nitride (GaN) technology development and manufacturing for high-power applications, aiming for production at GlobalFoundries' Vermont facility in late 2026. This agreement positions GlobalFoundries as an essential supplier in U.S. semiconductor supply chains for critical sectors such as AI datacenters, energy infrastructure, and industrial electrification, while...

Regeneron Pharmaceuticals (REGN) just received FDA approval for its Eylea HD 8 mg injection to treat macular edema following retinal vein occlusion. This approval offers patients the possibility of fewer required treatments compared to previous options. See our latest analysis for Regeneron Pharmaceuticals. The FDA’s green light for Eylea HD comes after a burst of momentum for Regeneron. The company has seen a 30.8% share price return over the last month alone and several promising clinical...

Commercial Metals (CMC) shares edged higher by nearly 3% in the latest session. This quiet move comes as investors continue to weigh the company's recent performance and ongoing trends in the metals sector, as they look for signs of changing momentum. See our latest analysis for Commercial Metals. Commercial Metals’ share price has quietly rallied over 20% so far this year, even as its one-year total shareholder return still lags slightly in negative territory. That mix of recent gains...

ASGN (ASGN) just announced a series of sweeping changes, including a unified Everforth brand rollout, an ambitious $1 billion share buyback, and a new AI Factory framework, all unveiled at its 2025 Investor Day. See our latest analysis for ASGN. ASGN’s big moves have captured attention, but the momentum in its share price has yet to turn around. Even after a 7.45% pop following the Investor Day announcements, the share price is still down 48% year-to-date with a one-year total shareholder...

Grocery Outlet Holding (GO) shares edged higher today, adding just over 3% at the close. Investors appear to be weighing recent performance alongside the company's annual growth in both revenue and net income as they consider its overall valuation. See our latest analysis for Grocery Outlet Holding. Even with a pop to $10.57 today, Grocery Outlet Holding's momentum has been anything but steady this year. After a double-digit drop in the past month and a hefty 45.91% decline in one-year total...

Fortrea Holdings recently completed an oversubscribed debt tender offer, accepting US$75.74 million in principal, and announced the appointment of Agnieszka M. Gallagher as its new general counsel after the planned departure of her predecessor. These developments come as the company faces ongoing shareholder investigations alleging misleading statements on business prospects, signaling active steps to strengthen governance and investor relations. We'll examine how the successful debt tender...

Shares of Stock Yards Bancorp (SYBT) moved higher as investors took notice of comments from the New York Fed President, who hinted at more possible interest rate cuts. This could make borrowing cheaper for banks and their customers. See our latest analysis for Stock Yards Bancorp. Stock Yards Bancorp’s 3.1% share price gain today comes after a tough stretch for the stock, with momentum still searching for a foothold. This follows a freshly declared dividend and a recent investor conference...

Kennametal (KMT) shares have seen some movement recently, catching the eye of investors interested in capital goods trends. With the stock up around 18% over the past month, many are watching to see what is driving this momentum. See our latest analysis for Kennametal. After a bumpy period earlier this year, Kennametal’s recent 17.8% 1-month share price return and a strong 24.6% gain over the past quarter suggest momentum is building again, even if the total shareholder return over the past...

On November 20, 2025, Linde plc completed a multi-tranche €1.75 billion debt offering, including €600 million floating rate notes due 2027, €650 million 3.125% notes due 2032, and €500 million 3.750% notes due 2038, with proceeds allocated for general corporate purposes and listing on the Luxembourg Stock Exchange. This significant financing activity reflects Linde's continued access to European debt markets and highlights its ability to fund long-term growth initiatives and investment...

EMCOR Group (EME) shares have drifted slightly lower over the past month, easing about 22%. With the broader market showing some choppiness lately, investors might be starting to reconsider valuations in the sector. See our latest analysis for EMCOR Group. While EMCOR Group’s share price has softened in the last month, it is worth remembering that the stock still boasts a strong year-to-date share price return of 27% and an impressive total shareholder return of 15% over the past year...

Datadog (DDOG) shares edged lower this week, dipping nearly 1% on a mix of market rotation and shifting investor sentiment toward software stocks. Despite the move, Datadog's strong multi-year growth metrics remain a focal point for anyone considering the company’s long-term prospects. See our latest analysis for Datadog. Datadog’s share price pulled back 14.8% over the past week as growth stocks lost some momentum. The company still sits on a solid three-year total shareholder return of...

CSX has recently challenged new requirements imposed by Maryland for its Curtis Bay coal terminal, arguing that state-mandated windscreen barriers would interfere with rail operations and reduce coal storage capacity. This dispute highlights the ongoing tension between environmental regulations and rail logistics, as operational disruptions could have significant impacts on CSX’s ability to serve its customers. We’ll look at how CSX’s legal challenge to Maryland’s terminal regulations could...

National Fuel Gas (NFG) shares have seen some movement lately, and investors may be eyeing the stock’s valuation in light of recent performance. With a strong year-to-date return, people are now reassessing how the company compares to others. See our latest analysis for National Fuel Gas. National Fuel Gas has enjoyed robust momentum this year, reflected in its 30.6% year-to-date share price return. Even after a recent pullback, the longer-term story stands out, with total shareholder return...

Credicorp Ltd. recently reported third-quarter 2025 results, posting net interest income of S/3.69 billion and net income of S/1.74 billion, both higher than a year earlier, along with an increase in earnings per share from continuing operations. An important insight is that the company reaffirmed its medium-term profitability and digital transformation targets, highlighting progress amid challenging political conditions in Peru. We'll explore how Credicorp's reaffirmed medium-term ROE and...

W. R. Berkley (WRB) has captured investor attention thanks to steady returns over the past year. The insurance company's shares have delivered gains both in the past month and over the past three months, outperforming many sector peers. See our latest analysis for W. R. Berkley. Momentum is clearly building for W. R. Berkley, with a 1.03% one-day share price gain and a robust 34.63% year-to-date price return showing renewed investor confidence. Over the long term, the insurance giant has...

Brera Holdings (NasdaqCM:SLMT) recently filed a significant follow-on equity offering and also announced a key board appointment. Moves like these can offer investors insight into the company’s evolving strategy and financial positioning. See our latest analysis for Brera Holdings. Brera Holdings has been in the spotlight after announcing a large equity raise and a new leadership appointment, but recent momentum has not translated into positive returns. The share price return over the past...

Weibo Corporation recently announced its third-quarter 2025 results, reporting US$442.31 million in revenue and US$221.09 million in net income, with earnings per share from continuing operations rising significantly year-over-year despite a decrease in overall revenue. This performance was shaped by increased AI integration to boost user and advertiser engagement, alongside sector-specific advertising growth in e-commerce and automotive, even as other categories and overall advertising...

Morgan Stanley has revised its US Federal Reserve rate cut forecast, now anticipating cuts to begin in 2026 following stronger-than-expected September labor market data. This shift reflects a reassessment of economic momentum, as Morgan Stanley interprets recent labor strength as evidence that fears of an economic slowdown earlier in the year were overstated. We'll explore how Morgan Stanley's outlook on delayed rate cuts may affect its earnings growth assumptions and market...

Shares of 1st Source (SRCE) jumped after comments from New York Federal Reserve President John Williams hinted at the possibility of an interest rate adjustment. The prospect of lower rates has sparked fresh interest among regional bank investors. See our latest analysis for 1st Source. Banks like 1st Source often react quickly to changes in rate expectations, and the past week's rising share price hints that investors see growth ahead if borrowing costs ease. While the 1-year total...