U.S. Basic Materials Stock News

Axon Enterprise (AXON) is back in focus after shares climbed about 3% as investors reacted to fresh law enforcement contracts, an expanded AI footprint through the Prepared acquisition, and ongoing strength in its Software and Services business. See our latest analysis for Axon Enterprise. Zooming out, Axon’s latest contracts and AI push arrive after a choppy stretch, with a roughly flat year to date share price return but a powerful three year total shareholder return above 200 percent. This...

Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security on its unified SaaS platform. This combination of deeper AWS integration and AI-focused observability tools highlights how Datadog is positioning itself as core infrastructure for monitoring increasingly complex cloud and AI workloads. Next, we’ll examine how Datadog’s expanded AWS partnership...

Arbor Realty Trust (ABR) is back in the spotlight after a string of analyst downgrades and weaker quarterly numbers pushed the stock lower, prompting investors to reassess both its risk profile and income appeal. See our latest analysis for Arbor Realty Trust. The reaction to those downgrades and weaker numbers has come on top of an already steep slide. A roughly 41 percent year to date share price return and a 33 percent one year total shareholder return are both in negative territory,...

Arqit Quantum (ARQQ) just dropped full year 2025 earnings and a fresh 2026 revenue outlook, giving investors a clearer snapshot of how this quantum cybersecurity story is progressing and what management expects next. See our latest analysis for Arqit Quantum. The earnings release comes after a choppy stretch for the stock, with a 1 day share price return of 6.5 percent, a 90 day share price return of negative 42.7 percent, and a 3 year total shareholder return of negative 77.2 percent,...

In December 2025, Valvoline Inc. highlighted its focus on small tuck-in acquisitions, new store builds, and growth in existing locations while emphasizing a strong balance sheet, and its Great Canadian Oil Change brand was again ranked highest for customer satisfaction in J.D. Power’s 2025 Canada Customer Service Index – Long-Term Study. Alongside this service recognition, generally positive analyst sentiment and Valvoline’s consumer education efforts around winter maintenance underline how...

Earlier this year, Tapestry reported first-quarter fiscal 2026 results showing a 13% year-over-year increase in net sales, with both EPS and adjusted EPS exceeding analyst expectations under its "Amplify" growth strategy. This stronger-than-anticipated performance, combined with continued analyst optimism, has reinforced confidence in Tapestry’s ability to execute its long-term brand and operational plans. We’ll now explore how this earnings beat and improving profitability shape Tapestry’s...

RTX (RTX) just strung together a series of big wins, from multibillion dollar missile deals with Germany and Canada to a $1.6 billion F135 sustainment contract, all taking place against a friendlier U.S. defense spending backdrop. See our latest analysis for RTX. Those wins have helped push RTX toward fresh highs, with the share price now around $178.29 and a powerful year to date share price return of roughly 54% feeding into a five year total shareholder return of about 185%. This points to...

Earlier this year, Cloudflare, Inc. and JD Cloud, an affiliate of JD.com, expanded their five-year partnership to build a global platform that lets developers deploy, manage, and scale AI inference workloads with sharply lower latency between China and overseas markets. This move effectively plugs JD Cloud’s infrastructure into Cloudflare’s worldwide edge network, creating a high-performance AI cloud that could deepen JD.com’s role as a technology and infrastructure provider rather than just...

Short interest in Howmet Aerospace (HWM) has ticked higher, with 10.47 million shares now sold short, or about 3% of the float. This level tops its peer average and may hint at growing skepticism. See our latest analysis for Howmet Aerospace. Even with short interest creeping up, the recent 1 day share price gain of 3.56% sits against a powerful backdrop. A year to date share price return of 78.72% and a five year total shareholder return of 633.05% suggest momentum is still very much on...

Pediatrix Medical Group (MD) has quietly staged a strong comeback, with shares up about 53% over the past year, even after a recent pullback. This has raised fresh questions about how durable this recovery really is. See our latest analysis for Pediatrix Medical Group. At a latest share price of $21.64, Pediatrix has given investors a powerful swing higher, with a 90 day share price return of 33.01% and a 1 year total shareholder return of 53.58%. This suggests momentum is still broadly...

Ionis Pharmaceuticals (IONS) has been quietly grinding higher this year, and the stock’s recent move gives investors a reason to revisit the story, from its expanding RNA pipeline to improving revenue and profit trends. See our latest analysis for Ionis Pharmaceuticals. That steady climb has now put Ionis shares at $77.63, and while the 7 day share price return has cooled, the 90 day share price return of 27.24 percent and powerful year to date share price return of 123.78 percent indicate...

Wondering if Alpha Metallurgical Resources at around $206 a share is still a value play or if the easy money has already been made? You are not alone, and that is exactly what we will dig into. The stock has climbed 11.5% over the last week and 28.8% over the past month, while longer term gains of 38.3% over 3 years and 1654.5% over 5 years make it look like a classic winner that might still have room to run. Recent moves have been driven largely by shifting expectations around met coal...

Jabil (JBL) opened Q1 2026 with revenue of about $8.3 billion and basic EPS of $1.36, alongside net income of $146 million. This provides a clear snapshot of its latest quarter following a year in which trailing twelve month revenue reached roughly $31.1 billion and EPS came in at $6.50. Over recent quarters the company has seen revenue move from $7.0 billion and EPS of $0.89 in Q1 2025 to $8.3 billion and EPS of $1.36 in Q1 2026. At the same time trailing twelve month net income has shifted...

Cisco Systems (CSCO) has quietly kept shareholders happy this year, with the stock up about 30% year to date and roughly 35% over the past year, outpacing many large tech peers. See our latest analysis for Cisco Systems. That move has been underpinned by solid execution, with Cisco leaning into higher margin software and security subscriptions. The latest 90 day share price return of 12.81% shows momentum still building on a strong multi year total shareholder return base. If Cisco’s run has...

Recent performance and context Mueller Water Products (MWA) has been quietly grinding higher this year, and the stock’s recent move reflects investors warming up to steady water infrastructure demand and the company’s improving profitability. See our latest analysis for Mueller Water Products. At around $24.88, Mueller’s modest recent pullback comes after a solid year to date share price return. The standout three year total shareholder return above 140 percent suggests momentum is still...

Chewy, Inc. recently reported its third-quarter 2025 results, with net sales rising to US$3,116.6 million and net income increasing to US$59.2 million, while also narrowing its full-year and confirming fourth-quarter 2025 sales guidance. The company spotlighted the outperformance of its Autoship subscription program and announced the SmartEquine acquisition, expanding into higher-margin premium health and nutraceutical offerings. We’ll now explore how Chewy’s Autoship momentum and...

Market context and recent performance Taiwan Semiconductor Manufacturing (TSM) has quietly kept its uptrend intact, with shares up about 45% over the past year and roughly 3x over the past 3 years, even after recent weekly volatility. See our latest analysis for Taiwan Semiconductor Manufacturing. That recent 7 day share price pullback sits against a much stronger backdrop, with a roughly 41% year to date share price return and a powerful multiyear total shareholder return. This suggests...

Earlier this month, Roblox released its 2025 Roblox Replay, revealing massive user engagement, the blurring of digital and physical self‑expression, and plans to expand avatar movement and makeup tools in 2026. At the same time, a new lawsuit from Florida’s attorney general over alleged child‑safety failures has intensified legal and regulatory scrutiny of the platform’s growth. Next, we’ll examine how renewed child‑safety litigation risk interacts with Roblox’s growth‑driven investment...

L3Harris Technologies was awarded a follow-on production contract worth up to US$200 million to manufacture Guided Multiple Launch Rocket System Insensitive Munition propulsion units, marking the first order for its new Camden, Arkansas facility that boosts annual production capacity by more than 30%. This largest-ever 12‑month GMLRS IM award from Lockheed Martin to L3Harris underscores the company’s entrenched role in high-demand missile supply chains and its investment in expanded...

Nike has now reported fiscal 2026 second-quarter results, with sales edging up to US$12,427 million while net income fell to US$792 million, compressing both basic and diluted earnings per share versus a year ago. The figures highlight a company in transition: resilient top-line performance supported by North America contrasts with shrinking profit margins and ongoing weakness in Greater China amid higher tariffs and inventory clearance efforts. We’ll now examine how Nike’s margin pressure...

Mondelez International’s board recently declared a regular quarterly dividend of US$0.50 per Class A share, payable on January 14, 2026, to shareholders of record on December 31, 2025, while cocoa prices eased on expectations of stronger West African harvests and NY cocoa’s upcoming inclusion in the Bloomberg Commodity Index. With cocoa pod counts in West Africa now materially above last year and the five-year average, Mondelez could see some relief on input costs even as passive fund...

Alight has announced that Chief Financial Officer Jeremy J. Heaton resigned earlier this month, effective January 9, 2026, with long-time finance executive Greg Giometti stepping in as interim CFO to manage the handover. The orderly transition and appointment of an internal finance leader with deep planning and reporting experience may reassure investors about continuity in Alight’s financial oversight. Next, we’ll examine how Giometti’s interim appointment in this critical finance role may...

American Express (AXP) has been on a strong multi year run, and the stock’s latest move has investors asking a simple question: how much of the growth story is already priced in. See our latest analysis for American Express. Over the last year, American Express has quietly stacked up a powerful track record, with a year to date share price return of 25.83 percent and a five year total shareholder return above 240 percent. This suggests momentum is still very much intact despite the recent...

Primerica (PRI) has quietly pulled back around 6% over the past 3 months even as revenue and net income keep growing low single digits annually, a setup that invites a closer look at valuation. See our latest analysis for Primerica. Zooming out, that 6% pullback sits against a share price that is still up strongly over the longer haul. A three year total shareholder return of about 90% suggests momentum has cooled but not disappeared as investors reassess growth and risk. With Primerica’s...