U.S. Basic Materials Stock News

On 13 December 2025, SiriusPoint Ltd. (NYSE: SPNT) was added to the S&P Insurance Select Industry Index, marking its inclusion among a key group of publicly traded insurance companies. This index inclusion coincides with very strong analyst enthusiasm and positive earnings estimate trends, which together may broaden institutional awareness and trading interest in the stock. Now we’ll explore how SiriusPoint’s addition to the S&P Insurance Select Industry Index could influence its existing...

Diodes (DIOD) just widened its footprint in automotive semis, rolling out new DXTN/P 78Q and 80Q bipolar transistors aimed at power switching, better efficiency, and tighter thermal control in harsh environments. See our latest analysis for Diodes. The launch of these automotive grade transistors lands at an interesting moment, with Diodes showing a 13.03 percent 1 month share price return but still carrying a 1 year total shareholder return of negative 18.75 percent. This suggests early...

CareDx Inc. has disclosed a proposed settlement of shareholder derivative lawsuits in federal and Delaware courts and, in December 2025, secured preliminary court approval for a deal centered on corporate governance reforms, while also amending its bylaws to adopt a majority voting standard for uncontested director elections. The combination of governance-focused settlement terms, a shift to majority voting for directors, and a new US$8.27 million ESOP-related shelf registration signals a...

Lennox International (LII) is back in the spotlight after mixed third quarter results forced a cut to full year guidance, exposed demand and inventory pressures, and drew a securities law investigation from Levi and Korsinsky. See our latest analysis for Lennox International. The guidance cut and legal overhang help explain why, even at a latest share price of $495.48, Lennox has posted a weak year to date share price return. At the same time, its three year total shareholder return of 110.63...

Genpact (G) just expanded its executive bench, adding leaders in corporate development, next generation enterprises, and legal to push its GenpactNext strategy deeper into advanced, AI driven solutions and startup partnerships. See our latest analysis for Genpact. The new hires land at a moment when sentiment is already improving, with a 30 day share price return of 9.33 percent and a 90 day share price return of 18.12 percent, while the 1 year total shareholder return of 14.81 percent...

ICON (ICLR) has quietly bounced about 9% over the past month, even though the stock is still down sharply this year. That mix of recent momentum and longer term underperformance raises a clear valuation question. See our latest analysis for ICON. The recent 1 day share price return of 3.09 percent and 30 day share price return of 8.86 percent suggest sentiment is improving, even though the year to date share price return remains negative and longer term total shareholder returns are still...

Sanmina (SANM) just put a brighter spotlight on its Energy segment by unveiling plans for a Houston factory dedicated to transformers and switchgear for the US grid, backed by early customer commitments and a fresh design partnership with Koncar. See our latest analysis for Sanmina. The move lands on top of already strong momentum, with Sanmina’s share price delivering a roughly 30 percent 90 day return and a near doubling year to date, while longer term total shareholder returns remain even...

In recent months, General Motors has scaled back parts of its electric vehicle push, ending BrightDrop electric van production, trimming EV capacity, and retooling plants toward gas-powered models, while investing billions of US dollars in U.S. facilities to manage tariff exposure and bolster cash flow from its traditional lineup. Alongside this reset, GM is leaning on share buybacks that have reduced its share count by very large percentages since 2015, expanding higher-margin software and...

BBB Foods (NYSE:TBBB) just posted quarterly results that turned heads, with sales jumping 37% and EBITDA margins near the top of expectations, supported by rapid store expansion and standout same store growth. See our latest analysis for BBB Foods. The strong quarter seems to be feeding into the narrative, with a 90 day share price return of 35.68 percent and year to date share price gains of 18.34 percent. This suggests momentum is clearly building off these growth signals. If this kind of...

EchoStar (SATS) has suddenly moved from underdog to talking point after a wave of upbeat analyst calls and multibillion dollar spectrum deals with AT&T and SpaceX reshaped how investors view the business. See our latest analysis for EchoStar. Those spectrum headlines have landed on top of an already powerful move, with EchoStar’s share price return up 58.7 percent over the past month and roughly 378.6 percent year to date. The 1 year total shareholder return of about 379.9 percent suggests...

In December 2025, Navitas Semiconductor closed a US$109.33 million shelf registration for 14,814,813 Class A common shares, while board member Dr. Ranbir Singh indirectly sold 179,354 shares via SiCPower, LLC, materially reducing his indirect holdings. These capital-raising steps and insider sales come as Navitas consolidates its global distribution through an expanded agreement with Avnet, aiming to broaden reach for its GaN and SiC power devices in AI data centers, renewable energy, and...

Earlier in December, the U.S. Army’s Rapid Capabilities and Critical Technologies Office selected C3.ai to integrate AI-driven logistics applications into brigade command-and-control networks, using its Contested Logistics and Readiness tools to forecast parts, fuel, and munitions needs in contested environments. This award, which builds on C3.ai’s existing deployments at the Defense Logistics Agency and U.S. Air Force, reinforces the company’s position as a trusted provider of...

Strategy (MSTR) has had a rough stretch lately, with the stock sliding over the past 3 months even as its underlying Bitcoin treasury and analytics business model continue to evolve beneath the surface. See our latest analysis for Strategy. That weak 90 day share price return of 49.18 percent comes on top of a year to date share price return of 45.23 percent and a 1 year total shareholder return of 54.12 percent, suggesting momentum has clearly cooled after its explosive 3 year total...

In recent months, iRhythm Technologies has attracted broad analyst support and presented new clinical data showing its Zio long-term ECG monitoring system performs consistently across diverse patient populations at major Asia-Pacific cardiology conferences. This combination of strong external validation and positive clinician-focused evidence reinforces the company’s position in ambulatory cardiac monitoring and may influence how investors view its growth potential. With fresh data...

In the past quarter, FIGS Inc reported third-quarter 2025 results that exceeded earnings expectations, reflecting strong execution in expanding its healthcare apparel business and international footprint. The company’s use of Olympics-focused marketing alongside its international growth initiatives appears to be reinforcing customer engagement and supporting its broader expansion efforts. We’ll now look at how FIGS’ earnings beat and international expansion might reshape the existing...

Academy Sports and Outdoors (ASO) just delivered a mixed financial update, with third quarter sales and profit ticking higher even as nine month earnings slipped and full year guidance was nudged slightly lower. See our latest analysis for Academy Sports and Outdoors. The mixed guidance and rapid store expansion have left investors reassessing the balance between growth and execution risk, with the 1 month share price return of 17.38% contrasting against a 1 year total shareholder return of...

Morningstar (MORN) just took another step into AI, rolling out new Morningstar and PitchBook apps inside ChatGPT that let licensed users query its research and data through plain language, directly in the interface. See our latest analysis for Morningstar. The move into ChatGPT comes during a mixed stretch for Morningstar, with the share price at $216.76 and a year-to-date share price return of negative 34.79 percent. However, a modestly positive three-year total shareholder return suggests...

Oculis Holding (NasdaqGM:OCS) is back in focus after a favorable FDA meeting cleared the path for its neuro ophthalmology candidate OCS 05 to enter the registrational PIONEER program, with pivotal trials planned for 2025 and 2026. See our latest analysis for Oculis Holding. The latest FDA green light drops into a backdrop of steadily improving sentiment, with a roughly 20 percent year to date share price return and a more than doubling three year total shareholder return suggesting momentum...

Encompass Health recently opened Encompass Health Rehabilitation Hospital of Lake Worth and reported third-quarter 2025 results that showed revenue growth, three new hospitals and 39 additional beds. This expansion, alongside tailwinds from digital healthcare adoption and rising demand from an aging population, highlights how Encompass Health is positioning its rehab network for longer-term growth in complex post-acute care. We’ll now examine how the latest hospital opening and bed...

Lam Research (LRCX) just caught investors attention after a cluster of upbeat Wall Street calls tied its future even more tightly to AI driven chip spending and a potential equipment upcycle. See our latest analysis for Lam Research. Those upbeat calls are landing on a stock that already has strong momentum, with Lam’s share price up 22.9 percent over the past month and a 141.9 percent year to date share price return, alongside a 1 year total shareholder return of 139.7 percent. This signals...

Rapport Therapeutics (RAPP) just joined the S&P Pharmaceuticals Select Industry Index, a move that can quietly reshape its shareholder base as index funds and sector ETFs adjust their holdings. See our latest analysis for Rapport Therapeutics. The index inclusion caps a strong run for Rapport, with a 19.7% 3 month share price return and 73.5% year to date share price return at the latest $31.9 close, alongside a 76.9% 1 year total shareholder return that signals building momentum. If this...

Earlier in December 2025, Erie Indemnity Company’s Board approved a 7.1% increase in the regular quarterly cash dividend, lifting Class A payouts to US$1.4625 per share and Class B payouts to US$219.375 per share, effective for the dividend payable on January 21, 2026, to shareholders of record on January 6, 2026. This higher dividend signals management’s confidence in Erie Indemnity’s cash generation and emphasizes returning more income to shareholders through regular distributions. Next,...

Ollie's Bargain Outlet Holdings (OLLI) just paired a strong third quarter with a guidance bump, signaling that management sees its off price playbook working and expects that momentum to carry through 2025. See our latest analysis for Ollie's Bargain Outlet Holdings. That stronger third quarter and fresh guidance raise come after a choppier stretch, with a 30 day share price return of minus 11.16 percent but a powerful three year total shareholder return of 138.21 percent that suggests longer...

Newmark Group (NMRK) just doubled down on its global ambitions by opening a flagship office in Seoul and adding senior leadership in both Korea and the Middle East, moves that quietly reshape its long term growth story. See our latest analysis for Newmark Group. Those international hires and the new Seoul office come on the heels of marquee mandates like advising on Scholastic’s $386 million New York headquarters sale leaseback, and the market seems to be noticing, with Newmark’s share price...