U.S. Basic Materials Stock News

In February 2026, Workday reported fourth-quarter revenue of US$2,532 million and full-year revenue of US$9.55 billion, alongside higher net income and earnings per share, while also completing over US$2.10 billion in share repurchases under its 2025 buyback authorizations. A key development was the launch of the Insperity HRScale solution, which embeds Workday’s Human Capital Management suite into Insperity’s full-service HR offering for small and midsized businesses, potentially broadening...

Broadcom plans to generate over $100b in annual AI chip revenue by 2027, anchored by multiyear deals with six major AI customers. Key partners include Google, OpenAI, Meta, Anthropic and others, covering custom AI accelerators and networking products. The company has begun shipping what it describes as the industry's first 2nm custom compute SoC, aimed at next generation AI workloads. Alongside these product and customer updates, Broadcom has also announced a share buyback and dividend. For...

Why UFP Technologies is on investors’ radar today UFP Technologies (UFPT) has been drawing attention after a period where the share price showed mixed short term returns, including a monthly decline, prompting investors to reassess the medical and industrial solutions specialist. See our latest analysis for UFP Technologies. At a share price of US$208.92, UFP Technologies has seen a 30 day share price return decline of 18.16%, while its 1 year total shareholder return of 5.31% decline...

In early March 2026, CrowdStrike reported fourth-quarter revenue of about US$1.31 billion, its first-ever positive GAAP quarterly net income of US$38.69 million, and guided fiscal 2027 revenue to between US$5.87 billion and US$5.93 billion, while also filing a US$3.10 billion shelf registration tied to employee stock plan offerings. CrowdStrike and Schwarz Digits also agreed a long-term partnership to run the AI-native Falcon platform on STACKIT’s EU-operated sovereign cloud, aligning with...

Why Restaurant Brands International is on investor radars today Restaurant Brands International (QSR) has drawn fresh attention after recent share price moves, with the stock showing gains over the past week, month, and past 3 months that put its current valuation in focus for investors. See our latest analysis for Restaurant Brands International. Beyond the recent bounce, Restaurant Brands International’s 1-year total shareholder return of 10.36% and 3-year total shareholder return of 35.21%...

In early March 2026, Ally Financial was affected by a weaker-than-expected U.S. February jobs report that showed job losses and a higher unemployment rate, raising concerns about borrowers’ repayment capacity and broader credit conditions for lenders. At the same time, Ally’s improving credit quality, stronger adjusted earnings, and resumed share buybacks highlight a business that is strengthening even as the macro backdrop becomes more uncertain. We’ll now examine how rising unemployment...

PepsiCo (NasdaqGS:PEP) is rolling out new high protein Doritos snacks and Gatorade Lower Sugar products targeted at changing snacking and beverage preferences. The company is expanding its collaboration with Jack Link's to offer Doritos flavored meat snacks, adding a new twist to its existing snack portfolio. PepsiCo's bubly brand is tying into the upcoming Super Mario Galaxy Movie with limited edition themed beverages and collectible promotions. For you as an investor watching PepsiCo,...

Philip Morris International (PM) is back in focus after Q4 results that met revenue expectations but fell short on some profit measures, as the board reaffirmed a regular quarterly dividend of $1.47 per share. See our latest analysis for Philip Morris International. At a share price of $169.98, Philip Morris International has seen a 90 day share price return of 15.00% and a 1 year total shareholder return of 16.59%. Shorter term price weakness after earnings and institutional selling hints...

If you are wondering whether FedEx is reasonably priced after its recent run, this article will help you unpack what the current share price could be implying about the company. FedEx recently closed at US$359.10, with returns of 22.5% year to date and 44.8% over the past year, while the last 7 days and 30 days saw returns of a 7.2% decline and a 0.9% decline respectively. Recent market attention on FedEx has been shaped by ongoing discussions about global trade flows, parcel volumes and how...

Why RBC Bearings Is On Investors’ Radar Today RBC Bearings (RBC) is drawing attention after a strong year of share price gains, with the stock recently closing at $552.91 and posting double digit total returns over the past 3 years. See our latest analysis for RBC Bearings. Short term, the share price has given back some ground with a 1 day share price return of 2.32% decline and a 7 day share price return of 4% decline, but that sits against a 90 day share price return of 24.69% and a 3 year...

If you are wondering whether Hologic’s current share price still offers value, the key question is how its fundamentals stack up against what the market is willing to pay. The stock last closed at US$75.74, with returns of 0.5% over 7 days, 1.5% over 30 days, 1.6% year to date, 17.4% over 1 year, a 2.5% decline over 3 years, and 7.0% over 5 years. Taken together, this gives a mixed picture of recent performance and changing sentiment. Recent news around Hologic has mainly focused on its...

Earlier this week, FactSet Research Systems appointed Kate Stepp as Chief AI Officer and Bob Stolte as Chief Technology Officer, while also rolling out AI-driven KYC, AML, and risk management tools within its Workstation platform for banking clients through a partnership with ComplyAdvantage. Together, these moves underscore FactSet’s push to embed artificial intelligence more deeply into its leadership structure and product suite, particularly around compliance and workflow automation for...

Palo Alto Networks (NasdaqGS:PANW) announced new global partnerships focused on AI security at Mobile World Congress 2026. The company is working with Nokia, U Mobile, Aeris, and Celerway to secure sovereign AI, 5G, and IoT environments. Palo Alto Networks and Siemens introduced an industry-verified cybersecurity solution for industrial private 5G networks. The joint solution with Siemens is designed for real-time, AI-powered manufacturing settings. Palo Alto Networks, known for its focus...

If you are wondering whether MasTec's current share price still reflects good value after a strong run, you are not alone. This article is all about unpacking what that price might really imply. MasTec's stock last closed at US$285.61, after a 4.2% decline over the past week, a 21.3% gain over 30 days, a 25.5% gain year to date, and a 147.3% gain over the past year, with a 197.4% return over 3 years and 188.7% over 5 years. These moves have kept MasTec firmly on investors' radar, with recent...

The Trade Desk (NasdaqGM:TTD) is reported to be in early partnership discussions with OpenAI to support ad sales for ChatGPT and related AI platforms. If agreed, the collaboration would focus on monetizing AI-driven audiences across conversational and generative AI products. CEO Jeff Green has made the largest insider share purchase in the company’s history, adding to his existing ownership stake. These developments highlight a potential new channel for digital ad demand alongside a clear...

Motorola Solutions (NYSE:MSI) is pursuing mergers and acquisitions to expand its portfolio. The company is focusing on growth areas such as video solutions and 911 center technologies. Management is looking to use its balance sheet and targeted R&D spending to support this M&A activity. Motorola Solutions, best known for mission critical communications and public safety technology, is leaning further into areas such as video security and 911 center software. These segments sit at the...

Wondering if Caterpillar is still good value after a strong run in its share price, or if the opportunity has already passed you by? The stock last closed at US$680.90, with a 7 day return of an 8.3% decline, a 30 day return of a 1.6% decline, and longer term returns of 13.8% year to date and 97.1% over the past year, while the 3 year and 5 year returns are both a little over 200%. Recent coverage has highlighted Caterpillar's position as a key supplier of heavy equipment for infrastructure...

CorMedix (CRMD) closed out FY 2025 with Q4 revenue of US$128.6 million and basic EPS of US$0.18, alongside trailing twelve month revenue of US$311.7 million and basic EPS of US$2.26, pointing to a very different earnings profile than a year ago. The company has seen quarterly revenue move from US$31.2 million in Q4 2024 to US$128.6 million in Q4 2025, while basic EPS shifted from US$0.22 in Q4 2024 to US$0.18 in the latest quarter and was loss making on a trailing basis as recently as Q3...

Unity Software (NYSE:U) is preparing to outline its technology roadmap at the upcoming Game Developers Conference. The company plans to detail how it aims to use run-time data from games and apps to refine ad targeting. These product and monetization updates are positioned as key pieces of Unity's future business focus. For investors watching NYSE:U, this update comes as the stock trades around $19.85, with a year-to-date return showing a 55.1% decline and a one-year return showing a 17.9%...

Apple Hospitality REIT, Inc. reported past fourth-quarter 2025 revenue of US$326.44 million and net income of US$29.62 million, alongside full-year 2025 revenue of US$1.41 billion and net income of US$175.36 million, and issued 2026 net income guidance of US$133 million to US$160 million. While full-year net income and earnings per share eased compared with the prior year, fourth-quarter earnings per share inched higher despite slightly lower sales, highlighting a degree of profitability...

Tuya Inc. has already reported its fourth-quarter and full-year 2025 results, with Q4 sales of US$84.49 million and net income of US$19.31 million, and declared a US$0.0605 per share cash dividend funded from its share premium account and surplus cash. The combination of steadily improving profitability, AI-powered offerings like the “Hey Tuya” assistant, and cash returns to shareholders underscores how the company is using its strong liquidity position of over US$1.00 billion to support...

Information Services Group (III) FY 2025 earnings snapshot Information Services Group (III) has wrapped up FY 2025 with fourth quarter revenue of US$61.2 million and basic EPS of US$0.05, while trailing 12 month revenue stood at US$244.7 million and basic EPS at US$0.19 on a reported basis. The company has seen quarterly revenue range between US$59.6 million and US$62.4 million over the past year, with basic EPS moving between US$0.03 and US$0.06, giving investors a clear view of how the top...

If you are wondering whether Marathon Petroleum at around US$221 per share is still reasonably priced or starting to look stretched, the key question is what you are getting for that tag. The stock has shown strong momentum recently, with returns of 11.6% over the last 7 days, 12.9% over 30 days, 34.0% year to date and 64.3% over the past year. This can change how investors think about both upside and risk. Recent news coverage has focused on Marathon Petroleum as one of the larger US energy...

If you are wondering whether Penguin Solutions is attractively priced after a choppy few years, you are not alone. This article is aimed squarely at helping you make sense of what you are paying for. The share price closed at US$18.26, with a 12.1% decline over the last 7 days, a 1.2% gain over 30 days, a 10.0% year to date decline, a 0.1% 1 year decline and a 16.9% 3 year return, while the 5 year return sits at a 20.7% decline. Recent coverage has focused on how Penguin Solutions fits into...