U.S. Basic Materials Stock News

In early December 2025, Incyte reported that its mutant calreticulin-targeted antibody INCA033989 received FDA Breakthrough Therapy designation for certain essential thrombocythemia patients and released Phase 1 data showing encouraging responses and tolerability in myeloproliferative neoplasms. By pairing this regulatory milestone with early signs of disease-modifying activity in myelofibrosis, INCA033989 is emerging as a potential new pillar in Incyte’s hematology franchise beyond...

Galaxy Digital’s recent acquisition of staking software firm Alluvial Finance made it the Development Company for Liquid Collective, giving it full responsibility for building and maintaining one of the leading institutional liquid staking protocols, which has grown assets on platform to about US$1.00 billion since launch. This move tightens Galaxy’s grip on institutional onchain infrastructure, complementing its growing AI-optimized data center ambitions and broadening its role across both...

Earlier this week, Super Micro Computer announced it had begun shipping new 4U and OCP-compliant 2-OU liquid-cooled NVIDIA HGX B300 systems, alongside a validated integration of its liquid-cooled FlexTwin servers with Cornelis’ 400 Gbps CN5000 networking for dense, power-efficient AI and HPC deployments. The combination of ultra-dense Blackwell-based racks and a high-performance, energy-focused networking stack underscores Supermicro’s push to make liquid-cooled, turnkey AI “factory”...

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Ingersoll Rand (NYSE:IR) has had a rough three months with its share price down 3.3%. However, the company's...

Ionis Pharmaceuticals (IONS) has quietly turned into one of the market’s better comeback stories, with the stock up sharply over the past year even as near term returns cooled this week. See our latest analysis for Ionis Pharmaceuticals. After a sharp run that has pushed the share price to 78.86 dollars and delivered a year to date share price return of 127.33 percent, this week’s pullback simply cools the pace. A 1 year total shareholder return of 107.58 percent and 3 year total shareholder...

Raymond James recently downgraded Atlantic Union Bankshares from Strong Buy to Market Perform after the Sandy Spring acquisition, citing lower yields on new loans and revised expectations for loan accretion that has trailed projections since April 1. This shift in analyst stance highlights how quickly assumptions about acquired loan portfolios and prepayments can affect earnings outlooks and investor confidence ahead of Atlantic Union’s upcoming analyst day. Next, we’ll explore how the...

Earlier this month, Invesco Ltd. agreed to repurchase US$500 million of its 5.9% Series A preferred shares from MassMutual at an 18% premium, while also forming a partnership with LGT Capital Partners to build multi-alternative private markets solutions for U.S. wealth and retirement investors. Together, these steps highlight Invesco’s focus on reshaping its capital structure and deepening its presence in higher-fee private markets offerings. We’ll now explore how this preferred share...

Nuvalent (NUVL) has been on investors radar after the FDA accepted its New Drug Application for Zide with Breakthrough Therapy Designation, a key step that could accelerate its lung cancer franchise. See our latest analysis for Nuvalent. Despite a small pullback in the latest session, Nuvalent’s roughly 13 percent 1 month share price return and robust 3 year total shareholder return of about 225 percent suggest momentum is still building around its growing lung cancer pipeline and recent...

SELLAS Life Sciences Group (SLS) is back on traders radar after announcing positive Phase 2 data for SLS009 in combination therapy for tough to treat acute myeloid leukemia patients with myelodysplastic changes. See our latest analysis for SELLAS Life Sciences Group. The upbeat Phase 2 readout has added fresh fuel to a stock that was already in motion, with a 1 day share price return of 4.40 percent and year to date share price return of 77.57 percent. The 1 year total shareholder return of...

Celanese recently received International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at its Frankfurt, Germany and Bishop, Texas plants, underpinned by carbon capture and utilization investments at the Clear Lake, Texas Fairway Methanol joint venture with Mitsui & Co. This move deepens Celanese’s role in lower-carbon engineering plastics while its Chemille digital assistant now offers product-level carbon footprint...

Chubb (CB) has partnered with The Hartford, Liberty Mutual and Travelers to launch SuretyBind, LLC, a shared tech platform designed to modernize how surety bonds are transmitted, executed and verified across the industry. See our latest analysis for Chubb. Investors seem to be rewarding Chubb for initiatives like SuretyBind, with the share price now at $301.22 and a solid 30 day share price return of 4.75 percent helping extend a strong multi year total shareholder return trend. If this kind...

Wondering if Exxon Mobil at around $118 a share is still a buy or if the easy money has already been made? This article will walk through what the current price really implies about its value. The stock has been mostly flat over the last month at 0.0%, but it is still up 10.2% year to date and 231.1% over five years. That tells you the longer term trend has been much kinder than the recent trading range. Recent moves have been shaped by shifting expectations around global energy demand and...

Wingstop (WING) has quietly slipped this year, with the stock down about 15% year to date even as revenue and net income keep growing. That disconnect is what makes the setup interesting. See our latest analysis for Wingstop. After a huge multiyear run, Wingstop’s year to date share price return of negative 15.26 percent, including a 90 day share price return of negative 9.91 percent, suggests momentum has cooled even as the three year total shareholder return sits comfortably positive. If...

Peloton Interactive recently launched its 2025 holiday sales event, rolling out discounts across its Bikes, Treads, and Rows to stimulate demand during the crucial shopping season. This push comes on the heels of a broader company overhaul under new CEO Peter Stern, including AI-enhanced products and a sharper focus on profitability and free cash flow. Next, we’ll explore how Peloton’s holiday discount push, aimed at lifting hardware volumes, could reshape the company’s broader investment...

In the past quarter, Allstate reported earnings per share and net premiums earned that exceeded analyst expectations, even as overall revenue slipped slightly and fell short of forecasts. This performance highlights how hard market conditions and easing inflation are supporting Allstate’s property and casualty operations, despite headline revenue softness. We’ll now examine how Allstate’s earnings beat and stronger net premiums earned may influence the company’s broader investment...

Microsoft (MSFT) just doubled down on its AI future, committing $17.5 billion to new AI infrastructure in India and more than CAD 7.5 billion in Canada, a capital intensive bet that directly shapes the stock’s longer term growth story. See our latest analysis for Microsoft. Despite a modest pullback recently, with the 30 day share price return at minus 2.76 percent and the 90 day share price return at minus 1.79 percent, Microsoft’s longer term picture remains strong. This includes a 3 year...

Moody's (MCO) just tightened its grip on financial workflows, striking a strategic partnership with Pegasystems to feed its real time entity verification data directly into Pega’s AI driven CLM and KYC platform. See our latest analysis for Moody's. Despite the buzz around this Pegasystems deal, Moody’s share price has been treading water near $486, with a modest year to date share price gain and a far stronger three year total shareholder return suggesting longer term momentum remains intact...

Remitly Global (RELY) just used its Investor Day to reset the story, laying out fresh revenue targets for 2026 and 2028 while committing to a Rule of 40 balance between growth and profitability. See our latest analysis for Remitly Global. The upbeat Investor Day message seems to have sparked a short term rebound, with a 1 month share price return of 11.8 percent. However, that sits against a much weaker year to date share price return of minus 36.8 percent and a still solid three year total...

CoreCivic (CXW) just expanded its credit firepower by amending its existing facility to lift revolving commitments by $300 million to $575 million, giving the company more room to maneuver on future projects and refinancing. See our latest analysis for CoreCivic. The move comes as CoreCivic’s share price sits at $18.78, with a solid 1 month share price return of 10.8% but a weaker year to date share price return and a negative 1 year total shareholder return, suggesting near term momentum is...

Copa Holdings (NYSE:CPA) has quietly rewarded patient investors, with shares up about 41% over the past year and roughly 68% over three years. This performance is prompting a fresh look at its valuation today. See our latest analysis for Copa Holdings. At around $117.47 per share, Copa’s recent pullback over the past month contrasts with its strong year to date share price return. This suggests investors are pausing to reassess growth prospects rather than abandoning the longer term total...

Synopsys (SNPS) just landed a multiyear strategic partnership with NVIDIA that comes with a $2 billion equity stake, instantly reframing the story around the stock and its longer term growth potential. See our latest analysis for Synopsys. The NVIDIA deal helped arrest a tough slide after lawsuits and a Q3 guidance shock. The 1 month share price return was 16.2%, even as the 1 year total shareholder return remains negative and longer term gains stay intact. If this kind of AI hardware...

If you have been wondering whether Axon Enterprise is still worth buying after its massive run over the last few years, this breakdown is for you. The stock has slipped recently, with returns of 0.6% over the last week, -6.5% over the last month, and -8.4% year to date, but that comes after a huge 215.0% gain in three years and 355.8% over five years. Investors have been reacting to Axon's continued push into cloud based software and connected devices, alongside growing adoption of its Taser...

If you are wondering whether Penguin Solutions is quietly undervalued or just fairly priced after its latest moves, you are not alone, and that is exactly what we are going to unpack here. The stock now trades around $21.82, with returns of 1.6% over the last week, a small pullback of 2.9% over the last month, but still up 12.9% year to date and 6.1% over the past year, building on a 29.1% gain over three years and 29.5% over five years. Recent price action has been shaped by ongoing...