U.S. Basic Materials Stock News

If you are wondering whether Blackstone Mortgage Trust is still worth buying after its recent run, or if the easy money has already been made, you are not alone. The stock is up 22.6% over the last year and 13.2% year to date, with a strong 9.6% gain in the past month even after a small 1.6% pullback this week. Recent moves have been driven largely by shifting expectations around interest rates and commercial real estate credit risk, as investors reassess which mortgage REITs can navigate...

Perfect (NYSE:PERF) just released a new trend report on how AI is reshaping holiday shopping, showing that nearly 90% of consumers already lean on AI tools to discover products and personalize their experience. See our latest analysis for Perfect. The upbeat reaction to this latest AI shopping report adds a modest boost to Perfect’s recent momentum, with a 1 month share price return of 4.02 percent. However, that sits against a much weaker year to date share price return and a still heavily...

WeRide (WRD) just flipped the switch on public robotaxi rides in Dubai, rolling out its autonomous fleet on the Uber app across busy beachside districts, and investors are now weighing what this expansion means for future growth. See our latest analysis for WeRide. The launch in Dubai comes after a strong operational ramp up this year, yet the stock tells a more cautious story, with a 30 day share price return of 20.22 percent but a year to date share price return of negative 39.68 percent...

Stephens just kicked off coverage of Apogee Therapeutics (APGE) after highlighting fresh data around its lead drug APG777 in atopic dermatitis, a move that shines a brighter light on the company’s long term pipeline story. See our latest analysis for Apogee Therapeutics. That backdrop helps explain why investors have been leaning in, with Apogee’s 30 day share price return at 21.18 percent, a powerful 90 day share price return of 111.74 percent, and a 1 year total shareholder return of 62.13...

Wondering if Cloudflare is still worth buying after its massive run, or if the stock has already priced in the hype? Let us unpack what the current share price is really implying about its future. Cloudflare is not exactly a quiet name, with the stock up 73.9% year to date and 73.6% over the last year, even after a recent 3.3% dip this week and a roughly flat 30 day move at down 0.3%. These swings have come as investors digest a steady stream of product launches and partnership announcements...

FedEx (FDX) has posted Q2 2026 results with revenue of $23.5 billion and basic EPS of $4.07, anchored by net income of $956 million as the company continues to navigate a steady but measured freight environment. The company has seen revenue move from $21.6 billion in Q3 2025 to $22.0 billion in Q4 2025, $22.2 billion in Q1 2026, and now $23.5 billion in Q2 2026. Basic EPS has ranged from $3.78 to $6.92 over that stretch before landing at $4.07 this quarter, setting up a picture of consistent...

Scholastic (SCHL) has just posted Q2 2026 results with revenue of $551.1 million and net income of $55.9 million, translating to basic EPS of $2.20 for the quarter. The company has seen quarterly revenue move from $544.6 million in Q2 2025 to $551.1 million in Q2 2026, while EPS shifted from $1.73 to $2.20 over the same period, setting the stage for investors to focus closely on how sustainable these margins look after a volatile run of prior quarters. See our full analysis for...

Caterpillar (CAT) has suddenly become a lightning rod, pulling the Dow lower during this week’s AI driven sell off, even as it leans harder into automation, digital services, and autonomous mining fleets ahead of its 2026 showcase. See our latest analysis for Caterpillar. Despite the AI driven pullback and headlines around new automation rollouts, Caterpillar’s 7 day share price return of minus 3.6 percent is just a pause in a powerful uptrend. Year to date share price gains above 60 percent...

CleanSpark (CLSK) has been on a bumpy ride lately, with the stock jumping 7% in the past day but still down over the past 3 months. That mix tends to attract opportunistic traders. See our latest analysis for CleanSpark. That recent 1 month share price return of 17.71% comes after a choppy spell, but with a 27.30% year to date share price gain and a 3 year total shareholder return above 500%, momentum still looks more constructive than weak. If CleanSpark’s swings have you thinking about...

Wondering if Elevance Health is quietly turning into a value opportunity after a rough patch? This article will walk you through whether the current price really makes sense. The stock closed at $340.69 recently and, while it is down 5.1% over the last week and 6.9% year to date, it has climbed 7.7% over the past month and is still up 18.1% over five years, which hints at a recovery story that is still unfolding. Recent headlines around Elevance have focused on its ongoing push into...

In recent days, multiple reports indicated that Intercontinental Exchange, the owner of the New York Stock Exchange, has been in talks to invest in crypto payments firm MoonPay as part of a new funding round that would value MoonPay at about US$5 billion, expanding ICE’s footprint in digital assets and payments infrastructure. This potential investment, alongside ICE’s existing interests in platforms like Bakkt and Polymarket, underlines how the company is building a broader ecosystem around...

If you have been wondering whether Calix is still a buy after its big run up, this breakdown will help you decide if the current price really makes sense or if the upside has already been priced in. The stock is up 1.8% over the last week and 61.3% year to date, while returning 54.7% over the past year, despite being down slightly at -0.3% over the last month and still below its 3 year highs. Investors have been reacting to ongoing momentum in Calix's broadband and cloud platforms, as US...

Molson Coors Beverage (TAP) has been quietly grinding higher, with shares up about 5% over the past month, even as the stock still sits well below where it started the year. See our latest analysis for Molson Coors Beverage. That recent 1 month share price return of just over 5% looks more like a tentative rebound than a full trend change. The share price is still down sharply year to date and longer term total shareholder returns are only modestly positive. If Molson Coors has you...

CVS Health (CVS) has quietly put up a strong run this year, with the stock up roughly 76% year to date and about 83% over the past year, drawing fresh attention from value focused investors. See our latest analysis for CVS Health. That surge in momentum has cooled slightly, with a modest 7 day share price return pullback. However, the year to date share price performance and 1 year total shareholder return still signal a market re rating around CVS Health’s earnings power and cash flow...

Wondering if PTC at about $178 a share is quietly turning into a bargain or if most of the upside is already priced in? You are not the only one trying to make sense of its current valuation. After a choppy year that has left the stock down roughly 5.0% over 12 months and about 2.6% year to date, the recent 1.2% move over the last week and 3.6% over the last month hints that sentiment could be starting to turn. Investors have been digesting a steady stream of updates around PTC's push into...

Recently released data shows that The Bancorp Inc’s short interest as a share of float has fallen 5.4%, to 4.72 million shares, even though overall short interest remains well above the peer group average. This shift suggests bearish positioning is easing and may be drawing fresh attention to how investors view Bancorp’s fintech-focused growth and earnings outlook. With short interest declining but still elevated, we’ll explore how this changing sentiment interacts with Bancorp’s fintech...

Wondering if DRDGOLD is still a smart buy after its big run, or if you are late to the party? This breakdown will help you figure out what the current share price really implies about its future. The stock has been on a tear, up 7.4% over the last month, 246.3% year to date and an eye catching 261.5% over the past year, even after a slight 0.5% dip this week. Investors have been reacting to stronger sentiment around gold producers generally, with capital rotating into names that can convert...

In December 2025, Interactive Brokers launched a redesigned IBKR GlobalTrader mobile app for iOS and Android, adding forecast contracts access, AI-generated news summaries, and an overhauled Explore section to simplify multi-asset, global trading for investors of all experience levels. The company reports strong early adoption of the streamlined GlobalTrader app among introducing brokers and investors, underscoring how ease of use and integrated discovery tools are becoming central to how...

SharkNinja (SN) is back in the spotlight after unveiling its TurboBlade Cool + Heat 2 in 1, a customizable fan and heater built around a survey highlighting just how divisive home temperature settings really are. See our latest analysis for SharkNinja. The launch of TurboBlade Cool + Heat, alongside SharkNinja’s growing brand partnerships, seems to be feeding into a strong momentum story. The 1 month share price return of 31.89 percent has helped lift the latest share price to $115.26 and...

Zimmer Biomet Holdings, Inc. announced in the past that its Board approved a fourth-quarter 2025 cash dividend of US$0.24 per share, payable on or about January 30, 2026, to stockholders of record as of December 30, 2025. The company also revealed an exclusive collaboration with OneStep to embed smartphone-based gait and mobility analytics into its mymobility Care Management Platform, potentially deepening its role in post-surgery orthopedic recovery and remote monitoring. We’ll now examine...

Grab Holdings (GRAB) just doubled down on automation, buying Chinese robotics startup Infermove while also lifting its 2025 revenue and Adjusted EBITDA guidance, a one-two move that sharpens the stock’s efficiency and profitability story. See our latest analysis for Grab Holdings. That backdrop helps explain why, even with a 1 year total shareholder return of 0.61 percent and a much stronger 3 year total shareholder return of 50.76 percent, the 90 day share price return of negative 22.85...

If you are wondering whether FactSet Research Systems is a bargain or a value trap at around $288 a share, you are not alone. This breakdown is designed to give you a clear answer without the usual jargon. The stock has bounced about 8.1% over the last month after a weak patch. However, with shares still down roughly 39.6% over the past year, the market clearly has mixed feelings about its long term potential and risk. Recent headlines have focused on FactSet expanding its analytics and data...

AES (AES) just delivered stronger than expected third quarter results and reaffirmed its 2025 outlook, a combination that tends to matter for utility investors who are watching earnings visibility and the clean energy transition. See our latest analysis for AES. The third quarter beat and guidance reaffirmation have helped AES regain some momentum, with the share price at $13.68 delivering a solid 1 year total shareholder return, while longer term total returns remain underwhelming as the...

Firefly Aerospace (FLY) has had a choppy stretch lately, with the stock jumping about 8% in the last session but still sitting sharply lower over the past 3 months. See our latest analysis for Firefly Aerospace. That sharp 1 day share price return of 8.31% looks more like a brief relief rally than a trend change, given the roughly 55% 3 month and 66% year to date share price declines. These moves signal that sentiment and momentum are still fading despite the company’s growth story. If...