U.S. Basic Materials Stock News

Recently, MYR Group highlighted how rising electrification and AI-related infrastructure demand, supported by long-term master service agreements, is bolstering its role as a key electrical construction contractor across utility and commercial markets in North America. An important takeaway is management’s emphasis on accelerating electrification as a durable infrastructure theme, which could underpin steadier project pipelines and potentially more resilient margins over time. Next, we’ll...

Alphabet (GOOGL) stock is riding a powerful AI wave right now, but the story actually starts with a lawsuit challenging parts of its hardware ecosystem. From there, the investment case gets surprisingly interesting. See our latest analysis for Alphabet. Zooming out from the Nest lawsuit, Alphabet’s recent story has been dominated by AI wins, from Gemini driving higher search engagement to rising demand for its tensor processing unit chips. That backdrop has helped power a roughly 66 percent...

If you are wondering whether LKQ is a value trap or a quietly compelling opportunity at today’s price, you are not alone. This article will unpack what the market might be missing. Despite trading around $28.88, the stock is down roughly 2.0% over the last week, 4.9% over the past month, and a much steeper 20.3% year to date, with a 24.2% slide over 1 year and a 41.9% drop over 3 years reshaping investors’ expectations. Much of the recent narrative around LKQ has focused on how macro...

PENN Entertainment (PENN) has quietly slid over the past year, with the stock down about 31% and more than 60% over three years, even as revenue keeps inching higher. See our latest analysis for PENN Entertainment. At around a 31% 1 year total shareholder return decline and a 90 day share price return of roughly minus 31%, sentiment around PENN looks like it is still fading as investors reassess how much risk they are willing to take for its turnaround story. If PENN’s recent slide has you...

Wynn Resorts (WYNN) has called a special investor update to walk through plans for Wynn Al Marjan Island in the UAE, putting fresh attention on how this new integrated resort could shape the company’s next growth phase. See our latest analysis for Wynn Resorts. At around $127 per share, Wynn’s recent 1 day share price return of 1.33 percent and strong year to date share price return of 51.77 percent suggest momentum is building again. A 1 year total shareholder return of 33.85 percent points...

Eli Lilly (LLY) has been on investors’ radar after a strong past 3 months, with the stock climbing roughly 33% even as it slipped about 6% over the past week. See our latest analysis for Eli Lilly. Zooming out, Eli Lilly’s recent pullback sits against a powerful backdrop, with a roughly 33% 3 month share price return and a standout multi year total shareholder return suggesting momentum is still broadly intact. If Eli Lilly’s run has you rethinking your healthcare exposure, it could be a good...

Burford Capital’s long-running investment in the Argentina-YPF litigation, involving claims over Argentina’s 2012 expropriation of YPF shares, has re-entered the spotlight as investors reassess the case’s potential outcomes in light of an expected court decision within the next 6–12 months. The renewed focus on this single, outsized case highlights how a successful resolution could materially reshape Burford’s earnings profile, while any adverse ruling would underline the concentration risk...

Why Crocs Stock Is Back in Focus Crocs (CROX) is back on investors radar after posting solid adjusted profits that cut through headline noise from HEYDUDE related non cash charges, highlighting how its core business is really performing. The story behind that strength centers on international momentum in markets like China and India, a growing direct to consumer footprint, and steady balance sheet cleanup through buybacks and debt reduction. See our latest analysis for Crocs. Despite a weak 1...

Cincinnati Financial (CINF) has quietly pulled back over the past week, even though the stock is still up this year and solidly positive over the past 3 years. That disconnect invites a closer look. See our latest analysis for Cincinnati Financial. At around $161 per share, that recent 1 week share price pullback sits against a still healthy year to date share price return and an impressive 3 year total shareholder return. This suggests momentum is cooling rather than breaking. If Cincinnati...

Praxis Precision Medicines recently reported positive efficacy results from the registrational cohort of its EMBOLD trial of relutrigine in rare developmental and epileptic encephalopathies, and completed a pre-NDA FDA meeting for ulixacaltamide in essential tremor, with an NDA filing targeted for early 2026. Together, these programs highlight Praxis’s effort to build a focused neurology franchise that spans ultra-rare pediatric epilepsies and a large, underserved essential tremor...

In early December 2025, Essential Properties Realty Trust, Inc. completed a filing for a US$400 million at-the-market follow-on equity offering of its common stock. This move signals management’s intent to access gradual equity funding, a choice that can influence both dilution expectations and future growth capacity. Next, we’ll explore how this at-the-market equity program may reshape Essential Properties’ investment narrative around funding growth and dilution. Outshine the giants: these...

Casey's General Stores (CASY) just delivered an 11% revenue jump and 20% net income growth in fiscal Q1 2026, while quietly adding another store to its nearly 2,900 location footprint. See our latest analysis for Casey's General Stores. That steady store expansion and double digit earnings growth seem to be feeding into sentiment, with the share price up 43.68% year to date and a powerful 5 year total shareholder return of 237.83% pointing to sustained momentum rather than a short lived...

Franklin Templeton recently launched the Franklin Solana ETF (NYSE Arca: SOEZ), a grantor trust ETP that holds Solana (SOL), stakes up to all of its holdings for on-chain rewards, and prices its SOL using the CME CF Solana-Dollar Reference Rate. This product both broadens Franklin Resources’ digital asset suite and highlights its push to turn blockchain features like staking into regulated, fund-based exposures for investors. We’ll now examine how adding a staking-enabled Solana ETF could...

Chipotle Mexican Grill (CMG) has been under pressure after two weak earnings reports, as slowing same store sales, cost inflation, and softer demand from younger, lower income diners have reset expectations around its growth story. See our latest analysis for Chipotle Mexican Grill. Those headwinds have shown up in the tape, with the share price sliding meaningfully this year despite a solid 10.95% 1 month share price return and a still positive 5 year total shareholder return of 29.59%. This...

Knife River (KNF) just picked up a $112 million materials and paving contract on Texas State Highway 6, a long duration project that neatly reinforces the company’s public infrastructure growth story. See our latest analysis for Knife River. The new Texas contract lands as Knife River’s share price, now at $74.64, shows a 1 month share price return of 5.1 percent but a weaker year to date share price return of negative 25.7 percent. Meanwhile, the 1 year total shareholder return of negative...

Oracle (ORCL) has been pulled back into the spotlight as investors weigh its swelling AI cloud backlog, its massive OpenAI partnership, and fresh multi cloud deals just days before a closely watched earnings report. See our latest analysis for Oracle. After a sharp pullback from its AI hype peak, Oracle’s recent 7 day share price return of 8.28 percent and year to date share price gain of 31.05 percent suggest momentum is cautiously rebuilding as investors reassess its AI backlog, OpenAI...

Why Avery Dennison Is Back On Investors Radar Avery Dennison (AVY) has quietly outperformed the broader market over the past quarter, with shares up about 7% and roughly flat year to date. This performance is inviting a closer look at what investors might be pricing in. See our latest analysis for Avery Dennison. That recent 2.5% one day share price gain and 7.5% 90 day share price return suggest momentum is firming up again, even though the one year total shareholder return is still negative...

Intapp (INTA) is back in the spotlight as it heads to present at the UBS Global Technology and AI Conference in Scottsdale, a timely stage given growing enthusiasm around its recurring revenue engine. See our latest analysis for Intapp. The upcoming UBS appearance comes after a choppy stretch for the stock, with a roughly 13 percent 1 month share price return, a steep year to date share price decline, and a still impressive 3 year total shareholder return. This suggests that long term...

DigitalOcean Holdings recently presented at the UBS Global Technology and AI Conference 2025 in Scottsdale, shortly after announcing the departure of Chief Product and Technology Officer Bratin Saha in November. Alongside this leadership change, DigitalOcean’s Paperspace acquisition and added data center capacity highlight an intensified push into AI-focused cloud infrastructure for developers and small businesses. We’ll now explore how DigitalOcean’s accelerated AI infrastructure push,...

Summit Therapeutics recently reported that its experimental cancer drug ivonescimab outperformed Merck’s Keytruda in a prior clinical trial, boosting optimism about its potential. This enthusiasm is tempered by concerns that limited diversity in the trial population could affect how regulators assess ivonescimab’s real-world applicability. We’ll now examine how ivonescimab’s encouraging trial results, alongside lingering regulatory questions, shape Summit Therapeutics’ evolving investment...

On December 3, 2025, 10% shareholder Wang David H reported selling 130,000 ACM Research shares for about US$4.36 million, as disclosed in a federal securities filing. This sizeable insider sale highlights a meaningful shift in ownership that many investors track as a potential signal of changing insider sentiment. We’ll explore how this significant insider sale by a major shareholder could influence ACM Research’s existing investment narrative and risk profile. The latest GPUs need a type of...

In early December 2025, Energizer Holdings outlined its latest operational and sustainability efforts and discussed its outlook at the Morgan Stanley Global Consumer & Retail Conference, while Director Donal Mulligan bought 15,000 company shares. This combination of insider buying and refreshed public commentary on risks, innovation, and global operations offered investors fresh signals about management’s confidence and priorities. We’ll now explore how Mulligan’s insider purchase shapes...

If you are wondering whether Tesla's stock is still a smart buy after its massive run, you are not alone. This article is going to dig into whether the current price really matches the underlying value. After all, Tesla is trading around $455, with the share price up 5.8% over the last week, 5.9% over the last month, 20.0% year to date and 16.7% over the past year, on top of an eye catching 171.1% gain over three years and 113.3% over five years. Recent headlines have focused on Tesla's push...

Guardian Pharmacy Services (GRDN) just delivered Q3 2025 numbers that topped market expectations, with revenue and adjusted EBITDA both up solidly, and director Steven Cosler backing that strength by buying 3,370 shares himself. See our latest analysis for Guardian Pharmacy Services. The Q3 beat and insider buying have helped keep momentum on Guardian’s side, with the share price at $29.76 and a year to date share price return of almost 50 percent alongside a 1 year total shareholder return...