U.S. Basic Materials Stock News

Brightstar Lottery (BRSL) is back in focus after announcing new agreements with the Wisconsin Lottery and Ontario Lottery, highlighting fresh contract activity and broader adoption of its lottery technology platforms. See our latest analysis for Brightstar Lottery. Those Wisconsin and Ontario wins come after a softer period for the stock, with a 30 day share price return of a 9.6% decline and a 90 day share price return of a 14.75% decline, while the 1 year total shareholder return of 4.97%...

Airedale by Modine Manufacturing (MOD) has launched the TurboChill 3+MW chiller, aimed at cooling next generation, GPU heavy data centers that prioritize energy efficiency, reliability, and flexible operating conditions. See our latest analysis for Modine Manufacturing. Modine’s latest data center cooling launch arrives as investors have already seen strong momentum, with a 7.7% 7 day share price return at a US$146.90 close, alongside a 54.4% 1 year total shareholder return and a very large 5...

Investor attention on lululemon athletica (LULU) has intensified after founder Dennis J. Wilson launched a proxy contest, following product quality complaints and heightened criticism of the board and management. See our latest analysis for lululemon athletica. The activist campaign and product quality issues come after a stretch of weaker performance, with a 1 month share price return decline of 10.81% and a 1 year total shareholder return decline of 54.47%. This suggests momentum has faded,...

Travelers Companies (NYSE:TRV) has expanded its share repurchase authorization, signaling an updated capital return plan for shareholders. The company also announced a new partnership with Anthropic to roll out personalized AI assistants across nearly one third of its workforce. Both the buyback expansion and the AI deployment are intended to support Travelers' long term priorities in capital allocation and digital transformation. Travelers is a major US property and casualty insurer, so...

Rigetti Computing (NasdaqCM:RGTI) secured its first major international order for a 108 qubit quantum system from India’s Centre for Development of Advanced Computing. The order marks Rigetti’s entry into India’s high performance computing ecosystem and a new phase of commercial activity outside the U.S. At the same time, the company did not advance in a key DARPA quantum program and has delayed new system launches, highlighting competitive pressure. Rigetti Computing, a quantum computing...

Exxon Mobil plans to close its Fife Ethylene Plant in Scotland, putting more than 400 jobs at risk. The closure decision is linked to what the company describes as a lack of viability and difficulty finding a buyer for the asset. A government backed task force and support package are being put in place to assist affected workers and the local area. For investors watching Exxon Mobil, ticker NYSE:XOM, this development adds a fresh operational headline to an already closely followed name. The...

Abbott Laboratories reported fourth-quarter 2025 sales of US$11,459 million, with net income dropping to US$1,776 million and diluted EPS from continuing operations at US$1.01, compared with the prior year. The earnings shortfall in Nutrition and Diagnostics coincided with CEO Robert Ford purchasing over US$2 million of Abbott shares, highlighting leadership’s conviction in the company’s long-term direction despite current pressure points. With the share price weaker over the past week,...

Recent share performance and business snapshot Armstrong World Industries (AWI) has seen its share price slip over the past month and past 3 months, with 1 day and 7 day returns also in negative territory. At a last close of US$185.58, the company carries a value score of 2 and trades with an intrinsic discount of about 15%, based on the figures provided. Armstrong World Industries generates revenue of US$1,600.2m and net income of US$305.4m, with annual revenue and net income growth rates of...

Amphenol (NYSE:APH) has completed the acquisition of CommScope’s Connectivity and Cable Solutions unit. The deal adds CommScope’s fiber and industrial interconnect products to Amphenol’s existing portfolio. The transaction broadens Amphenol’s presence in communications and industrial end markets. Amphenol focuses on interconnect, sensor, and antenna solutions used across communications, industrial, automotive, and other electronic systems. By bringing in CommScope’s Connectivity and Cable...

Earlier this week, NVIDIA and CoreWeave announced an expanded collaboration under which NVIDIA invested US$2.00 billion at US$87.20 per share to help CoreWeave build more than 5 gigawatts of AI “factories” by 2030 using NVIDIA’s accelerated computing platforms. A distinctive aspect of the deal is NVIDIA’s plan to test and validate CoreWeave’s AI-native software and potentially fold it into NVIDIA reference architectures, deepening CoreWeave’s integration into the broader AI infrastructure...

Bit Digital, Inc. is approaching its next earnings release, with consensus expectations calling for a loss of US$0.02 per share and quarterly revenue growth compared with the same period last year. Despite these improving forecasts for both earnings and sales, the stock currently carries a Zacks Rank of #5 (Strong Sell), highlighting a sharp disconnect between projected results and analyst sentiment. With this contrast between projected revenue growth and a Strong Sell analyst rating, we...

Earlier this week, Semtech Corporation announced two new AirLink 5G RedCap routers, the RX400 and EX400, designed to deliver sub-1W, energy-efficient 5G and LTE Cat-4 connectivity for industrial and commercial IoT deployments, especially in remote and off-grid locations. A particularly interesting aspect is how these routers pair low idle power consumption with rugged and semi-rugged designs plus cloud-based fleet management, potentially broadening the range of viable 5G IoT use cases in...

Disney (NYSE:DIS) is expected to announce a new CEO ahead of its upcoming Annual Shareholder Meeting. The company is also moving ahead with its first Disneyland resort in the Middle East, planned for Yas Island in Abu Dhabi. These developments arrive as Disney works through major industry shifts and integrates recent corporate deals. For you as an investor, the leadership question at Disney (NYSE:DIS) sits at the center of a business that spans film, streaming, television networks, consumer...

Berkshire Hathaway (NYSE:BRK.A) is preparing to sell its entire multibillion-dollar stake in Kraft Heinz. The planned exit follows the recent appointment of Greg Abel as CEO and marks a major portfolio change after Warren Buffett's tenure. The move would remove one of Berkshire's largest consumer-focused equity holdings from its public stock portfolio. Berkshire Hathaway, through its mix of insurance, energy, rail, and a wide range of operating businesses, has long used large equity...

Why this earnings report matters for GM stock General Motors (GM) just paired weaker full year 2025 results with an increased dividend, a new US$6b buyback plan, and guidance that points to much higher earnings for 2026. That mix of softer recent numbers and more confident cash returns to shareholders is exactly what has put GM back on many investors' watchlists. See our latest analysis for General Motors. The earnings announcement, dividend increase and US$6b buyback plan arrived alongside a...

Seaport Global’s decision to upgrade Stepan (SCL) from Neutral to Buy puts fresh attention on this specialty chemicals company, as ratings changes can quickly shift how investors view risk and opportunity. See our latest analysis for Stepan. Stepan’s recent 7 day share price return of 9.86% and 30 day gain of 19.27% suggest momentum has picked up ahead of Seaport’s rating change. However, the 1 year total shareholder return decline of 10.15% and 5 year total shareholder return decline of...

Scotts Miracle-Gro (SMG) is back in focus after recent share price moves, with the stock showing mixed return patterns over different periods that may prompt investors to reassess its risk and reward profile. See our latest analysis for Scotts Miracle-Gro. At a share price of $63.23, Scotts Miracle-Gro has logged a 17.03% 90 day share price return and a 9.15% 30 day share price return, yet its 1 year total shareholder return of 12.67% decline and 5 year total shareholder return of 67.07%...

Capital Bancorp (CBNK) just posted full year 2025 numbers with Q4 revenue of US$58.8 million and basic EPS of US$0.91, alongside trailing twelve month revenue of US$230.0 million and EPS of US$3.45. Over the past year, revenue has moved from US$170.7 million on a trailing basis to US$230.0 million, while trailing EPS has shifted from US$2.12 to US$3.45, giving investors a clear view of how the income statement has evolved into the latest print. With net profit margins now sitting at 24.9%...

Affiliated Managers Group (AMG) has caught investor attention after a recent move in its share price, with the stock closing at $307.56 and posting mixed short term returns over the past week and month. See our latest analysis for Affiliated Managers Group. That recent pullback, with a 1-day share price return of 1.67% decline and a 7-day share price return of 3.52% decline, comes after a strong run, including a 90-day share price return of 29.28% and a 1-year total shareholder return of...

Trade Desk (NasdaqGM:TTD) has appointed longtime executive Tahnil Davis as interim Chief Financial Officer. Davis steps in following the departure of Alex Kayyal, who held the CFO role for less than six months. This marks a rapid leadership change in the company’s finance function. Trade Desk operates a digital advertising platform that helps buyers plan, manage, and measure ad campaigns across multiple channels. For investors, the CFO role matters because it touches capital allocation,...

USA Rare Earth (NasdaqGM:USAR) has secured $1.6b in U.S. government funding and $1.5b in private investment. The capital is earmarked for building out a domestic rare earth supply chain and magnet manufacturing capacity. Key projects include the Round Top mine in Texas and a magnet manufacturing facility in Oklahoma. The funding involves federal equity and debt participation alongside private capital partners. For investors watching NasdaqGM:USAR, this funding comes as the stock trades at...

Event overview and recent share performance Custom Truck One Source (CTOS) has been drawing attention after recent share price moves, with the stock last closing at $6.40 and posting positive returns over the past week, month, and past 3 months. See our latest analysis for Custom Truck One Source. Looking beyond the recent uptick, Custom Truck One Source has a year to date share price return of 10.34%, while the 1 year total shareholder return of 25.98% contrasts with a 3 year total...

Applied Digital recently broke ground on Delta Forge 1, a 430 MW AI Factory campus in the southern U.S. that aims to convert large-scale utility power into high-density AI capacity for hyperscale customers, with initial operations targeted for mid-2027. The project leverages the company’s repeatable “AI Factory” blueprint and is backed by long-term AI infrastructure demand, including a multiyear contract backlog and advanced discussions with an additional investment-grade hyperscale...

PVH (PVH) shares are back in focus after the apparel group announced a collaboration with OpenAI to embed custom AI tools across product design, demand planning, inventory, and consumer engagement operations. See our latest analysis for PVH. The OpenAI collaboration comes after a softer period for PVH’s stock, with a 30-day share price return of a 9.16% decline and a 90-day share price return of a 22.56% decline. The 1-year total shareholder return is a 31.96% decline, indicating momentum has...