U.S. Basic Materials Stock News

Why the latest FDA filing and GSK collaboration matter for Summit Therapeutics Summit Therapeutics (SMMT) has drawn fresh attention after filing a Biologics License Application with the FDA for ivonescimab in EGFR-mutated non small cell lung cancer, alongside a new clinical collaboration with GSK across multiple solid tumors. See our latest analysis for Summit Therapeutics. The recent FDA Biologics License Application and GSK trial collaboration arrive after a mixed year for the stock, with a...

Jack Henry & Associates (NasdaqGS:JKHY) has launched Rapid Transfers, a cloud-native service for me-to-me payments, expanding its fintech capabilities for banks and credit unions. Coinbax has joined Jack Henry's Fintech Integration Network, adding support for compliant stablecoin transactions and programmable escrow for institutional clients. For investors watching how core banking providers respond to rising expectations for speed and convenience, these moves put a spotlight on where Jack...

Rivian Automotive (RIVN) has attracted fresh attention as it prepares the R2 mass market SUV, a lower priced model aimed at reigniting deliveries while the company ramps plants, software and subscription based autonomous driving services. See our latest analysis for Rivian Automotive. At a share price of US$16.47, Rivian’s 30 day share price return of a 24.28% decline contrasts with a 25.82% gain over 90 days and a 29.79% total shareholder return over one year. This suggests momentum has...

Wondering whether Realty Income at around its recent US$61.79 close still offers value, or if most of the easy upside is already priced in? This article is built to help you frame that question clearly. The stock has returned 2.5% over the last 7 days, 9.0% over 30 days, 7.8% year to date and 21.1% over the last year, with total returns of 8.3% over 3 years and 36.0% over 5 years. This naturally raises questions about how its current price lines up against its fundamentals. Recent coverage...

On January 13, 2026, Level2 announced a partnership to embed its no-code automated trading tools directly into Webull’s US trading platform, giving retail users visual strategy building, real-time backtesting, and seamless execution in one place. This move targets a clear gap for institutional-style automation among retail traders, potentially reshaping how Webull’s community designs, tests, and shares trading approaches. Next, we’ll examine how Webull’s new no-code automation capabilities...

L3Harris Technologies (NYSE:LHX) is set to receive a US$1b investment from the U.S. Department of Defense into its solid rocket motors business. The company plans a public spin off of its Missile Solutions division, targeted for later in 2026. The structure is intended to allow direct U.S. government ownership in the spun off missile business while L3Harris remains the majority shareholder. L3Harris, a major defense and aerospace contractor, is closely tied to U.S. national security...

Curtiss-Wright and Green Hills Software recently announced a new COTS platform that combines Curtiss-Wright’s SOSA-aligned V3-1222 3U VPX processing module with Green Hills’ FACE-certified INTEGRITY-178 tuMP real-time operating system to deliver safety-certifiable multicore computing for aerospace, defense, and industrial applications. An interesting aspect of this announcement is how the platform targets the highest functional safety and security standards, enabling certifiable multicore...

Fifth Third Bancorp (FITB) has rounded out FY 2025 with fourth quarter revenue of US$2.2 billion and basic EPS of US$1.05, while trailing twelve month EPS sits at US$3.56 on revenue of US$8.4 billion and net income of US$2.4 billion. The company has seen revenue move from US$2.0 billion and EPS of US$0.86 in Q4 2024 to US$2.2 billion and EPS of US$1.05 in Q4 2025. On a trailing basis, revenue has shifted from US$8.0 billion and EPS of US$3.16 to US$8.4 billion and EPS of US$3.56, which may...

Red Cat Holdings (NasdaqCM:RCAT) reports a dramatic year-over-year revenue surge, pointing to a major shift in its operating profile. Management attributes the move to active defense contracts, with a particular focus on work tied to the U.S. Army. Recent U.S. policy actions, including the FCC ban on certain foreign drones, are increasing attention on domestic vendors such as Red Cat. The combination of contract activity and policy support is being framed as an operational inflection for...

Why ADP Is Back on Investors’ Radar Automatic Data Processing (ADP) is drawing fresh attention after two developments: its 20th consecutive appearance on Fortune’s World’s Most Admired Companies list and new NER Pulse data on recent U.S. private hiring. See our latest analysis for Automatic Data Processing. At a share price of US$256.99, ADP has seen a 1 day share price return of 0.74%, while the 90 day share price return of an 8.72% decline and the 1 year total shareholder return of an...

If you are wondering whether Powell Industries at around US$421.85 is still offering value after a strong run, this article walks through what the current price might be implying. The stock has posted a 5.1% return over the last 7 days, 25.4% over the last 30 days, 19.7% year to date and 36.1% over the last year, with a very large return over 3 and 5 years that is well above 7x in both periods. Recent coverage around Powell Industries has focused on its share price strength and the attention...

If you are wondering whether Eaton's current share price still offers value, this article will walk through what the numbers are saying and how that lines up with expectations. The stock last closed at US$337.96, with returns of 2.1% over 7 days, 5.5% over 30 days, 3.3% year to date, and a 7.8% decline over the past year. The 3 year and 5 year returns sit at 121.7% and 220.2% respectively. Recent coverage has focused on Eaton's role in long term themes such as electrification and power...

In mid-January 2026, Thermo Fisher Scientific announced collaborations with NVIDIA and TetraScience to embed advanced AI and interoperable data workflows across laboratories and biopharma R&D, while also unveiling upcoming leadership changes including Marc N. Casper becoming Chairman and Chief Executive Officer on March 1, 2026. Together, these AI-focused partnerships and executive transitions highlight Thermo Fisher’s ambition to be a central infrastructure provider for digitally enabled,...

In January 2026, OneSpaWorld Holdings Limited updated past guidance for the fourth quarter and full year 2025, slightly trimming its preliminary revenue ranges to about US$239.5 million–US$244.5 million for the quarter and US$958.5 million–US$963.5 million for the year, while also outlining expectations for year-over-year revenue growth. The company also issued fresh revenue guidance for fiscal 2026 of US$1.01 billion–US$1.03 billion, giving investors a clearer view of its anticipated scale...

Oklo stock performance snapshot Oklo (OKLO) has drawn attention after a mixed run, with a 0.9% gain over the past day, an 8.8% rise over the past month, and a 27.2% decline over the past 3 months. Over longer horizons, the stock shows a 16.7% year to date return and a very large 1 year total return, while 3 year total return is around 8.1%, creating a varied backdrop for investors assessing current pricing. See our latest analysis for Oklo. With the share price at $90.78, Oklo’s recent 1 day...

Conference spotlight and recent stock backdrop Pagaya Technologies (PGY) is in focus as investors look ahead to its presentation at the 28th Annual Needham Growth Conference on January 14, 2026, in New York. The stock last closed at US$21.56, with mixed recent returns including a 3.3% move over the past day, a 9.1% decline over the past week, and weaker performance over the past month and past 3 months. See our latest analysis for Pagaya Technologies. Against that conference backdrop, Pagaya...

Appian has appointed David Link, CEO and co founder of ScienceLogic and a leader in AI driven IT operations, to its Board of Directors. Link brings experience in AI powered automation platforms and large scale enterprise deployments. The appointment is being viewed as an important move for Appian's focus on AI and automation software. Appian (NasdaqGM:APPN), trading at $28.41, has seen pressure on its share price with a 24.0% decline over the past month and a 16.6% decline year to date. The...

Recently, an analyst firm downgraded Synopsys on worries about its IP business just as Nvidia committed around US$2.00 billion in a multi‑year AI design partnership with the company. This contrast between analyst caution and a deepening Nvidia alliance highlights how central Synopsys has become to AI chip design infrastructure. With Synopsys shares rising over the past week, we'll explore how the Nvidia partnership reshapes the company's investment narrative. Find companies with promising...

If you are wondering whether Jabil's share price still reflects good value after a strong run, this article walks through what the current numbers actually say. Jabil's stock last closed at US$253.15, with returns of 4.9% over 7 days, 10.2% over 30 days, 5.3% year to date, 50.1% over 1 year and a very large gain over 5 years. Recent coverage has focused on Jabil's role as a major manufacturing partner for large technology and electronics companies. This helps explain why investors are paying...

If you are wondering whether Ferrari's share price still makes sense after recent swings, this article will walk through how the market might be valuing the stock today and what that could mean for you. Ferrari last closed at US$341.68, with returns of a 3.3% decline over 7 days, an 8.9% decline over 30 days, an 8.1% decline year to date, a 20.4% decline over 1 year and gains of 42.1% over 3 years and 70.4% over 5 years. This gives a mixed picture for anyone thinking about timing. Recent...

Acer has filed patent infringement lawsuits against AT&T (NYSE:T) and other major carriers. The cases center on six patents tied to cellular networking technology. The litigation raises questions about potential financial and operational effects for AT&T. For you as an investor, this matters because AT&T is a large US wireless and broadband provider that relies heavily on licensed technology to run its networks. Patent disputes are a recurring theme in telecom, where carriers use complex...

In January 2026, BridgeBio Pharma, Inc. completed a US$550,000,000 Rule 144A offering of 0.75% senior unsecured convertible notes due February 1, 2033, following its earlier announcement of the deal. At the 44th Annual J.P. Morgan Healthcare Conference, the company also highlighted rapid uptake of its drug Attruby and ongoing progress at its oncology-focused spin-off, BridgeBio Oncology Therapeutics. We’ll now examine how BridgeBio’s successful convertible notes issuance and strong Attruby...

Why SharpLink Gaming Stock Is Back in Focus SharpLink Gaming (SBET) is back on traders’ screens after its share price weakened alongside broader volatility tied to US-EU trade tensions and fresh headlines about tariffs and possible retaliatory levies. See our latest analysis for SharpLink Gaming. Recent swings around US EU trade headlines and SharpLink’s shift toward Ethereum staking and new leadership have kept volatility elevated, with a 4.18% 30 day share price return and a 71.62% 1 year...

State Street (NYSE:STT) has entered a new custody servicing alliance with QNB in Qatar, announced at the World Economic Forum. The company has also formed a relationship with Financial Recovery Technologies to expand its global class actions services. Both partnerships aim to widen State Street’s international reach and strengthen its client service offering across key markets. For investors tracking global custody and asset-servicing providers, these moves highlight how State Street is...