U.S. Basic Materials Stock News

Recursion Pharmaceuticals (RXRX) just put fresh clinical data on the table, and that is what has traders paying attention. The new TUPELO trial update for REC-4881 in familial adenomatous polyposis could reshape expectations around this AI driven pipeline. See our latest analysis for Recursion Pharmaceuticals. Even with the upbeat TUPELO data and a wave of bullish commentary on its AI driven platform, Recursion’s 1 month share price return of 6.7% comes against a much weaker year to date...

Palantir Technologies (PLTR) is back in the spotlight after renewing its long running contract with France’s DGSI and landing a major U.S. Navy ShipOS deal, moves that underscore why investors continue to show strong interest in the stock. See our latest analysis for Palantir Technologies. Those DGSI and U.S. Navy wins, alongside the new Accenture Palantir Business Group, are feeding into powerful momentum, with Palantir’s year to date share price return of roughly 147% and a one year total...

Nordson (NDSN) has just wrapped up FY 2025 with fourth quarter revenue of $751.8 million and EPS of $2.70, capping off a year where trailing 12 month revenue reached about $2.8 billion and EPS came in at $8.56. The company has seen quarterly revenue move from $615.4 million in Q1 2025 to $751.8 million in Q4, while EPS stepped up from $1.66 to $2.70 over the same stretch. This sets the stage for investors to focus on how durable these margins look heading into the next financial year. See our...

Earlier this quarter, Henry Schein reported strong Q3 2025 results, with adjusted EPS and revenue exceeding analyst expectations and management lifting full-year 2025 adjusted EPS guidance alongside projected sales growth. The guidance upgrade suggests management sees the current mix of higher-margin products and services as supportive of stronger profitability than previously anticipated. With management now raising full-year guidance, we’ll examine how this confidence reshapes Henry...

Wondering if Microchip Technology is actually a bargain or if the recent buzz is just noise? You are not alone, and this breakdown is designed to give you a clear, valuation first answer. The stock has been a bit of a rollercoaster lately, down 4.6% over the last week but still up 26.1% in the past month and 19.0% over the last year. That naturally raises the question of whether the current $64.06 price fairly reflects its long term potential. Recent headlines have focused on the broader...

Wondering if CAVA Group at around $56 a share is a hidden opportunity or just an overhyped growth story? Let us unpack what the current price is really implying about the company. In the short term, the stock has bounced, with a 5.4% gain over the last week and 23.2% over the last month, even though it is still down roughly 51.3% year to date and 52.9% over the past year. That swing in sentiment has come as investors digest CAVA's rapid store expansion and its positioning as a fast casual...

If you are wondering whether Zscaler is still worth considering after its big run, or if the easy money has already been made, you are not alone. This breakdown is designed to explore exactly that question. The stock is up 27.2% year to date and 23.3% over the last year. However, this follows a sharp 20.8% pullback in the past month that has some investors questioning whether the risk reward balance has shifted. Recent headlines have focused on Zscaler expanding its zero trust security...

Wondering if CorMedix at around $11.92 is still a smart buy after its big run, or if most of the upside has already been priced in? This breakdown will help you frame that question in valuation terms rather than hype. The stock has climbed 1.5% over the last week, 18.3% in the last month, an impressive 45.0% year to date, and 201.0% over three years. This naturally raises the question of whether the market is now getting ahead of itself or just starting to catch up. Recent attention around...

Earlier this quarter, Robert Half reported a mixed third-quarter update, with revenue in line with analyst expectations but 7.5% lower than a year ago as clients and job seekers remained cautious, suppressing hiring and new project starts. The results highlighted that Robert Half’s professional staffing and HR solutions business grew more slowly than peers, underscoring how shifting workforce trends and greater use of AI in recruitment are unevenly affecting players across the sector. We’ll...

Synovus Financial (SNV) has been quietly grinding higher, and the stock’s recent move reflects a market that is starting to reprice its steady growth in both revenue and earnings. Investors are paying attention. See our latest analysis for Synovus Financial. At around $52.25 per share, Synovus has cooled slightly after a strong recent run. However, a 30 day share price return of 13.51% and a robust multi year total shareholder return suggest momentum is broadly still building as investors...

In recent days, reports indicated Amazon is in advanced talks to invest at least US$10 billion in OpenAI, in a deal that could see the AI firm run workloads on Amazon’s custom Trainium chips via AWS. This potential tie-up would both secure a very large new customer for Amazon’s AI hardware and cloud infrastructure and intensify competition with incumbent chip suppliers in high-end AI computing. We’ll now examine how a potential OpenAI-Trainium partnership could reshape Amazon’s AI-led...

McCormick (MKC) just delivered another earnings beat, with revenue topping expectations and operating profit still growing even as costs nibble at margins, signaling the spice maker’s strategy is working in a tougher backdrop. See our latest analysis for McCormick. Those results come after a choppy stretch for the stock, with a roughly 4.6% 3 month share price return but a weaker year to date share price performance and a negative 1 year total shareholder return. This suggests momentum is...

In recent days, several Wall Street firms have reiterated generally positive views on Celsius Holdings while others voiced concerns about higher incentive costs, slowing brand momentum, and operational integration hurdles following its Alani Nu and Pepsi system transition. This mix of optimism and caution underscores how execution on cost control and distribution partnerships may be increasingly central to the company’s long-term story. Next, we’ll explore how concerns over higher incentive...

If you have been wondering whether Charter Communications at around $206 a share is a bargain or a value trap, you are not alone. This piece is written exactly for that question. The stock has bounced about 6.3% over the last month but is still down roughly 41.3% over the past year and about 68.5% over five years, a combination that often signals either deep value or deep trouble. Recently, attention has focused on Charter's ongoing network investments, competitive jostling with other...

In recent weeks, Rockwell Automation has attracted renewed attention as Evercore ISI, Goldman Sachs, and BofA Securities initiated or upgraded coverage while the company expanded its cloud-native Manufacturing Execution System portfolio and advanced plans for a major new manufacturing campus in Southeastern Wisconsin. This combination of fresh analyst views, product innovation in industrial software, and a multi-year US$2.00 billion investment program underscores Rockwell’s effort to deepen...

If you are wondering whether Global Ship Lease is still a bargain after its big run, or if you have already missed the boat, this article will walk through what the current price is really baking in and where value focused investors may want to look next. Despite a recent pullback of 1.4% over the last week and 3.4% over the last month, the stock is still up 49.8% year to date and 73.2% over the past year, with longer term gains of 155.1% over three years and 314.8% over five years that...

Earlier in December 2025, UBS reiterated its Neutral rating on Murphy Oil while highlighting the company’s preparation for a major 2026 exploration program across Côte d’Ivoire, Vietnam, and the Gulf of Mexico, alongside recent outperformance versus production guidance and lower operating costs. The broker’s focus on Murphy Oil’s high risk/reward Côte d’Ivoire exploration campaign underscores how frontier deepwater success could materially reshape the company’s long-term resource base and...

Whether you are wondering if Extra Space Storage is a quietly compelling value play or simply fairly priced real estate at this point in the cycle, this breakdown is designed to give you a clear, no nonsense view. The stock has slipped 1.6% over the last week and is roughly flat over 30 days, but that comes after a 38.6% gain over five years that still hints at solid long term compounding despite a tougher recent stretch. Recent headlines have focused on sector wide self storage competition...

Textron Aviation recently secured an order from the Civil Air Patrol for 15 new Cessna aircraft, aimed at upgrading and expanding the organization’s fleet across the United States. This deal underlines steady demand for Textron’s civil aviation platforms and highlights how government-affiliated customers can support utilization of its broader aerospace franchise. Next, we’ll examine how this Civil Air Patrol order informs Textron’s existing investment narrative, particularly around aviation...

Key Insights Significant control over Rapid Micro Biosystems by private equity firms implies that the general public...

Hut 8 Corp. recently announced it had signed a 15-year, US$7.0 billion lease with Fluidstack for 245 megawatts of AI-focused IT capacity at its River Bend data center campus in Louisiana, including renewal options that could lift the total contract value into the very large billions and a Right of First Offer over up to 1,000 megawatts of future expansion. The company also unveiled a partnership with Anthropic and Fluidstack to deploy at least 245 megawatts and potentially up to 2,295...

Moody's (MCO) has been quietly grinding higher, up about 5% over the past month and 8% over the past year as investors lean into its steady revenue and earnings momentum. See our latest analysis for Moody's. With the share price now around $497.69, Moody's recent 30 day share price return in the mid single digits and a solid multi year total shareholder return suggest momentum is still building as investors reward its consistent growth profile. If Moody's steady climb has you thinking about...

If you are wondering whether BGC Group at around $8.93 is a bargain or a value trap, you are not alone. That is exactly what we are going to unpack. Despite being down 0.6% over the last week and 4.3% year to date, the stock is still up 4.4% over the past month, 2.9% over the last year, and 138.9% over three years and 124.6% over five years, which naturally raises questions about what is already priced in. Recently, BGC Group has been in the spotlight for its ongoing transformation into a...

If you are wondering whether Cohen & Steers at around $63 a share is a bargain or a value trap, you are not alone. That is exactly what we are going to unpack today. The stock has bounced about 0.6% over the last week and 6.3% over the past month, but those moves follow a much steeper slide of 31.1% year to date and 28.2% over the last year. This level of volatility has put Cohen & Steers back on some value investors radars as they reassess whether institutional demand for listed real assets...