U.S. Basic Materials Stock News

Axos Financial (AX) has drawn fresh attention after recent price moves, with the stock closing at $97.40. Investors are assessing how this level lines up against Axos Financial’s fundamentals and recent return profile. See our latest analysis for Axos Financial. Recent trading fits into a mixed picture for Axos Financial, with a 7.9% 1 month share price return and an 11.5% year to date share price return, alongside a 3 year total shareholder return of 125.4% that points to strong longer term...

NVRO Metals Limited previously announced a non-binding Memorandum of Understanding with Hecla Greens Creek Mining Company, a Hecla Mining subsidiary, to process 35,000 tonnes of tailings at NVRO’s Australian Metals Hub using NVRO’s technology, subject to a smaller demonstration campaign and successful commissioning by the end of December. This collaboration highlights Hecla’s interest in innovative tailings processing that could, if successful, influence its long-term approach to resource...

Carlisle Companies stock snapshot Carlisle Companies (CSL) stock has drawn attention after a period of mixed recent returns, with the price near $330 and performance over the past month and past 3 months both showing declines. See our latest analysis for Carlisle Companies. Over the past week, Carlisle Companies has seen its share price return fall around 10%, extending a 3 month share price return decline of about 7%. The 1 year total shareholder return is also down, even though 3 and 5 year...

Nebius Group (NasdaqGS:NBIS) is back in focus after a multi year $27b contract with Meta Platforms, a $2b investment from Nvidia, and fresh marketplace traction with Saturn Cloud. See our latest analysis for Nebius Group. The recent Saturn Cloud rollout into the Nebius marketplace comes on top of the Meta and Nvidia agreements, and the stock’s 1-day share price return of 1.6% and 7-day share price return of 3.1% sit against a 90-day share price return of 35.6%, a year to date share price...

The Kroger Co. recently appointed Emilee De Martino as Executive Vice President and Chief People Officer, succeeding retiring HR leader Tim Massa, after De Martino’s prior role overseeing people strategy across 19 countries at McDonald’s. Her background in large-scale workforce transformation and culture building could influence how Kroger manages talent, employee experience and ongoing modernization efforts. Next, we’ll explore how De Martino’s experience in large-scale workforce...

Affirm Holdings (AFRM) is in focus after Bed Bath & Beyond, Overstock, and buybuy BABY introduced its pay over time option at online checkout, giving shoppers biweekly or monthly plans with disclosed, fixed costs. See our latest analysis for Affirm Holdings. Affirm Holdings’ latest retail partnerships arrive during a period of strong momentum, with a 30 day share price return of 26.07% and a 90 day share price return of 49.44%, while the 3 year total shareholder return sits at a very large...

In July 2026, Tradeweb Markets Inc. reported that June 2026 total trading volume reached $69.7 trillion, with average daily volume up very large year-over-year to $3.2 trillion and second-quarter trading volume at $194.2 trillion. The update also highlighted preliminary average variable fees of US$2.14 per million traded and US$98.6 million of fixed fees across key asset classes, underscoring how volume growth is converting into meaningful fee generation. We’ll now examine how this surge in...

Western efforts to reduce reliance on Chinese supply chains are quietly reshaping where capital flows, how companies source critical inputs, and which stocks carry more risk or potential upside. Massive planned investment of $23.6tn over 25 years, persistent cost pressures, and ongoing control of key resources by China are already influencing margins, pricing power, and volatility across sectors. This article examines what that means for investors by spotlighting 3 stocks exposed to these...

Dave Inc. recently appointed Gopi Kuchimanchi as Chief Technology Officer, effective July 7, 2026, elevating him from VP of Technology where he helped build the company’s CashAI underwriting engine and core payments and banking infrastructure. The move consolidates leadership of Dave’s proprietary AI and software stack under an internal fintech veteran, potentially sharpening execution on product development and profitability initiatives. Next, we’ll examine how elevating the architect of...

Vishay Intertechnology (VSH) has been busy expanding its product lineup, with fresh launches spanning an automotive high speed optocoupler, new TrenchFET MOSFETs, a multi turn position sensor, and compact polymer PTC thermistors. See our latest analysis for Vishay Intertechnology. Recent product announcements appear alongside a sharp 90 day share price return of 93.13% and a very strong year to date share price return of 192.15%. The 1 year total shareholder return of 161.15% and 5 year total...

Amdocs (DOX) has drawn investor attention after a period of weaker share performance, with the stock down over the month and the past 3 months, prompting closer scrutiny of its current valuation and fundamentals. See our latest analysis for Amdocs. At the latest share price of $51.91, Amdocs has seen its momentum fade, with the share price return down 7.96% over 30 days and year to date down 35.24%, contributing to a 39.54% decline in 1 year total shareholder return. If this shift in...

Inflation, interest rate expectations, and bank earnings are all back in focus as June CPI data, Federal Reserve Chair Kevin Warsh’s testimony, and major U.S. bank results land together. For consumer staples, this mix of inflation signals, monetary policy clues, and geopolitical uncertainty can influence how defensive investors feel about food, beverage, and household product stocks. This article looks at three large consumer staples stocks that appear closely tied to these macro catalysts,...

General Motors (GM) is back in focus after Micron Technology announced a long term customer agreement to supply memory and storage for GM’s software heavy, connected and autonomous vehicle programs. See our latest analysis for General Motors. The Micron agreement arrives at a time when General Motors’ share price has eased, with a 30 day share price return of 4.48% and a year to date share price return of 3.87% in decline. However, the 1 year total shareholder return of 47.31% and 3 year...

Cisco Systems (CSCO) has filed a shelf registration for 174,818 shares of common stock, valued at about US$19.9 million, tied to an employee stock ownership plan. This filing provides investors with additional context on potential share issuance. See our latest analysis for Cisco Systems. The shelf registration comes as Cisco Systems' share price has gained 46.85% over the past 90 days and delivered a 59.53% year to date share price return, while the 1 year total shareholder return of 82.57%...

Honeywell International stock has just gone through a sharp pullback, with recent returns under pressure even as some valuation checks still suggest the shares are not clearly cheap. Over the past month, Honeywell International has fallen about 48.6%, a steep reset that can change how investors think about what counts as a reasonable entry price. On the one hand, new initiatives like the AI driven Experion Cognition platform and the planned Solstice Advanced Materials acquisition of Element...

MongoDB (MDB) has drawn investor attention after unveiling a suite of AI focused database features, including generally available Search and Vector Search across Enterprise Advanced and Community editions, as well as new reranking and hybrid search tools. See our latest analysis for MongoDB. Despite the product launch and recent approval to remove supermajority voting requirements at its AGM, MongoDB’s share price is down 5.73% over the last day and 14.41% year to date. However, the 90 day...

Tariffs on steel, raw materials and related imports are shifting again, and that ripple effect can matter as much as earnings season for anyone holding or considering US steel stocks. With new Section 301 proposals, the Section 122 expiration and fresh investigations into key inputs like coking coal, some producers could see pressure on costs while others may find a tighter, more favorable supply backdrop. This article looks at 3 US domestic steel producers that are particularly exposed to...

Blackstone stock performance snapshot after recent trading move Blackstone (BX) drew attention after its latest trading session, with the stock closing at $123.09. For investors, the current share price sits against a mixed backdrop of recent returns and solid reported profitability. Over the past day, Blackstone’s stock gained about 0.8%. Over the past week performance has been roughly flat, slipping about 0.3%. Over the past month the stock is up around 0.2%, although it is down about 2.6%...

Earlier this year, PayPal said it expects a 9% decline in adjusted earnings per share for the second quarter, reaffirmed full-year guidance that points to a mid-single-digit EPS decline amid pressure on transaction margins, and outlined plans to generate over US$6.00 billion in free cash flow in 2026. The company also committed to repurchasing about US$6.00 billion of its own shares while emphasizing cost savings and AI integration as core levers to support future profitability. Next, we’ll...

DHT Holdings has already begun implementing proactive design upgrades on two Hyundai-built VLCCs, adjusting delivery of DHT Impala to late July 2026 and briefly returning DHT Gazelle to the yard in the third quarter, while keeping charter commitments intact by substituting DHT Addax. This early move to widen trading eligibility and commercial flexibility, underpinned by a new US$250 million seven-year reducing revolving credit facility, underscores management’s focus on operational...

The latest headlines around AstraZeneca, from its £207b valuation to its multibillion dollar R&D and expansion plans, show how a single company’s choices on investment, geography, and pipeline risk can ripple across the wider pharmaceuticals and biotechnology sector. For investors, this news creates both potential opportunity and fresh questions about concentration in China, future drug exclusivity, and the impact of trial setbacks. This article looks at 3 large cap stocks from our...

Concentrix earnings and guidance set the stage for investor reassessment Concentrix (CNXC) is back in focus after reporting second quarter results, issuing fresh guidance for the third quarter and full year, affirming its dividend, and updating investors on a completed share repurchase program. See our latest analysis for Concentrix. The earnings release and guidance arrived after a difficult stretch for Concentrix, with the share price down 46.13% year to date and the 1 year total...

In the past month, Invesco reported preliminary month-end assets under management of about US$2.47 trillion, supported by US$8.0 billion in net long-term inflows, US$14.30 billion in money market net inflows, and favorable market returns despite foreign-exchange headwinds. At the same time, Invesco expanded its BulletShares Treasury Bond ETF range, underlining how fixed income ETFs are becoming a more important part of its product mix and revenue base. We’ll now examine how Invesco’s higher...

In recent months, Core Scientific has accelerated its shift from Bitcoin mining toward building high-density data center and HPC infrastructure, reallocating existing assets and investing heavily in new capacity to serve enterprise computing demand. This evolution is sharpening the trade-off for shareholders between the potential benefits of tapping rising data center needs and the higher execution and capital allocation risks that come with large-scale power and infrastructure...