U.S. Basic Materials Stock News

Vertiv Holdings Co (VRT) has opened a new manufacturing facility in Johor, Malaysia, an expansion aimed at serving rising demand for AI focused, high density computing infrastructure across key Asia Pacific markets. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co’s share price has cooled slightly in the very near term, with a 1-day share price return of 0.75% and a 7-day share price return of 0.65%, while the year to date share price return of 72.87% and a 1-year total...

Macy's Inc. has appointed Alexandre Choueiri, a veteran of Kering Beauté Americas and L'Oréal, as chief executive officer of its Bluemercury prestige beauty chain, effective August 3, 2026, reporting to Bloomingdale's CEO Olivier Bron. This hire brings deep luxury beauty expertise into Macy's portfolio at a time when its higher-end banners are an important pillar of its retail mix. Next, we’ll examine how bringing Alexandre Choueiri into Bluemercury’s leadership could influence Macy’s...

Earlier this month, Rivian Automotive completed a follow-on equity offering of US$1.16 billion by selling 75,000,000 Class A shares at US$15.50 each, soon after reporting second-quarter production of 12,613 vehicles and deliveries of 12,194. A key implication is that Rivian now holds additional funding to support its Department of Energy–linked projects while simultaneously raising its 2026 delivery guidance to 65,000–70,000 vehicles. We’ll now examine how Rivian’s fresh US$1.16 billion...

In early July 2026, Microsoft unveiled Microsoft Frontier Company, a new US$2.50 billion operating unit with 6,000 experts focused on embedding its AI tools directly into large enterprises, while partners such as Hanshow, Haleon, Xero, Kyndryl, and others announced deeper integrations across Azure, Microsoft 365, and security offerings. Together, these initiatives show Microsoft pushing beyond selling cloud capacity toward tightly coupled, AI-centric relationships where its platforms,...

Investors Brace For Q2 Earnings And Fuel Cost Headwinds Norfolk Southern (NSC) is back in focus as investors look ahead to its second quarter 2026 earnings report on July 23, following earlier warnings that higher fuel costs could continue to pressure profitability. See our latest analysis for Norfolk Southern. Norfolk Southern shares last closed at US$326.83, with a 30 day share price return of 4.12% and a 90 day share price return of 9.78%. The 1 year total shareholder return of 28.29% and...

US growth stocks are back in focus after softer US inflation data eased pressure on interest rates, energy costs steadied and fresh signals emerged from the semiconductor and AI space. For investors trying to sort potential opportunities from risks, this mix of macro news and sector stories can matter as much as any single earnings print. This article walks through 3 US growth stocks from our screener that are exposed to these catalysts, explaining how each could be helped or hurt by the...

Earlier this week, Ralph Lauren Corp reported mixed signals as insiders sold about US$102.10 million of stock over three months while analysts highlighted both improving earnings drivers and persistent operational challenges. The combination of insider selling, valuation concerns and uneven execution around costs, inventory and international markets has sharpened investor focus on how durable Ralph Lauren’s margin and growth plans really are. We’ll now examine how these insider sales and...

Annaly Capital Management recently saw analysts turn more positive on its upcoming quarterly results, with expectations for higher revenue and year-over-year earnings growth based on past estimate-beating performance. This shift in sentiment, rooted in the company’s consistent earnings beats over the last four quarters, highlights how closely investor expectations are tied to Annaly’s ability to outperform consensus forecasts. Next, we’ll examine how growing analyst optimism around an...

Applied Materials (AMAT) is back in focus after sharp sector swings tied to SK Hynix’s weak profit outlook, rising oil prices driven by tensions in the Middle East, and a reassessment of stretched AI-driven chip valuations. See our latest analysis for Applied Materials. Applied Materials has been volatile around the SK Hynix profit warning and Middle East tensions, yet the stock still carries strong momentum, with a 90 day share price return of 51.09% and a very large 5 year total shareholder...

Travelers Companies (TRV) is in focus after Applied Systems selected the insurer as the first anchor carrier for its new submissionless commercial insurance experience, which integrates AI driven, proactive renewal quoting directly into the Applied Epic platform. See our latest analysis for Travelers Companies. The Applied Systems partnership lands as Travelers Companies trades at $336.83, with the share price up 10.63% over 30 days and 12.53% over 90 days. Total shareholder return sits at...

Monolithic Power Systems (MPWR) has been in focus after cooler than expected June inflation data and comments from IBM pointing to firm AI hardware demand, which has supported renewed interest in semiconductor stocks. See our latest analysis for Monolithic Power Systems. The latest move in Monolithic Power Systems comes on the back of cooler June inflation data and IBM’s comments on firm AI hardware demand. The stock’s 1-day share price return of 6.58% contrasts with a 30-day share price...

Agenus (AGEN) is back in focus after fresh Phase 1b data on its botensilimab plus balstilimab regimen in refractory microsatellite stable metastatic colorectal cancer, as well as an oversubscribed private placement tied to its planned ROBBIN Phase 3 trial. See our latest analysis for Agenus. Agenus has been highly volatile, with the share price return up 45.1% over the past week and 57.3% year to date, but the 1 year total shareholder return is still down 18.3% and the 5 year total...

Redwire (NYSE:RDW) secured US$21.5 million in follow-on awards to supply uncrewed aircraft systems to the U.S. Marine Corps. The contracts cover additional Advanced Stalker Block 30 systems that align with the Marine Corps' ISR modernization plans. The awards extend an existing relationship, reflecting continued use of Redwire's platform in U.S. defense programs. For investors tracking Redwire, this latest contract underscores the company’s role in supplying uncrewed aircraft systems to...

Fresh attention on Aveanna Healthcare Holdings (AVAH) has been triggered by recent coverage highlighting its value profile, as P/E, P/S, and P/CF ratios point to a potentially undervalued stock with a positive earnings outlook. See our latest analysis for Aveanna Healthcare Holdings. The recent focus on Aveanna Healthcare Holdings comes after a sharp 31.73% 1 month share price return and a 90 day share price gain of 38.99%, while the 1 year total shareholder return is 131.19% and the 3 year...

In recent days, Constellation Energy reported adjusted operating earnings above analyst expectations, reaffirmed its 2026 guidance, advanced the Crane nuclear plant restart with a key Federal Energy Regulatory Commission waiver, and continued expanding its nuclear and gas fleet to serve growing US electricity demand from AI, data centers, and electrification. These developments, alongside long-term contracts with major technology firms and the Calpine acquisition, highlight Constellation’s...

United Natural Foods stock has quietly turned a strong 3 year gain into a valuation story that now hinges on whether its recent re rating and high value score still leave enough room for further upside. United Natural Foods has delivered a 151.3% return over the past 3 years, which puts extra focus on whether the current price still reflects its fundamentals. Leadership changes aimed at sharpening execution and profitability can support the investment case. However, any stumble in converting...

Earlier this week, Halliburton Company announced it had secured long-term integrated drilling and completions contracts for TotalEnergies’ GranMorgu deepwater development offshore Suriname, deploying a fully integrated digital and automation execution model that links planning, engineering, and operations. A distinctive element of the agreement is Halliburton’s commitment to local capacity building in Suriname, including upgrades to mud and cement facilities and support for the country’s...

After a very strong run over the past five years, Modine Manufacturing now screens as only fairly valued on a Discounted Cash Flow (DCF) intrinsic value estimate, while traditional market multiples suggest that the stock is on the expensive side. Modine Manufacturing has delivered a very large 5 year return of about 13x, which means recent buyers are stepping into a stock that has already rewarded long term holders significantly. The planned combination of Modine's Performance Technologies...

Talos Energy (TALO) is back in focus after fresh US military strikes on Iranian targets and a new 20% toll on cargo through the Strait of Hormuz, developments closely tied to crude price expectations. See our latest analysis for Talos Energy. Beyond the latest move on geopolitical risk, Talos Energy’s share price has a 7 day share price return of 4.2% but is still down 5.4% over 30 days, while a 1 year total shareholder return of 65.0% suggests momentum has been strong over a longer...

Carnival Corporation is highlighting its Alaska business as a key long-term growth driver, with a focus on integrated cruise and land experiences. The company is investing in higher-value Alaska packages, including expansion of its Denali lodge facilities. This shift positions Alaska as a central part of Carnival's broader business strategy for future expansion. Carnival (NYSE:CCL) is putting fresh emphasis on Alaska at a time when its stock trades around $26.5, with a mixed return profile...

AST SpaceMobile stock is coming off a very large three-year gain, while recent share price weakness and a mixed valuation score suggest the current level may be demanding for a highly speculative story. Over the past three years, AST SpaceMobile has delivered a very large cumulative return of about 15x, which puts extra focus on whether the business can justify that kind of repricing over time. Recent Federal Communications Commission approval and preparations for a satellite launch campaign...

ASML’s stronger sales outlook and plans to ramp up EUV capacity have put a fresh spotlight on semiconductor equipment manufacturers, a key link in the AI-focused chip supply chain. With order books for advanced machines stretching into 2027 and 2028, some stocks in this space are tightly connected to the same demand trends that lifted ASML’s guidance. This article walks through 3 stocks from a Semiconductor Equipment Manufacturers screener that appear positively exposed to the news, which may...

Everspin Technologies stock has more than doubled over the past five years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a discount while market based multiples point to a richer pricing. Everspin Technologies has returned 214.0% over 5 years, which puts current buyers in the position of judging whether that gain already reflects the company’s long term cash flow potential. Recent US defense related contracts...

MDU Resources Group (MDU) drew fresh attention after Wells Fargo initiated coverage, highlighting the utility's regulated energy infrastructure focus, regulatory positioning, and long dividend history as key points for investors to watch. See our latest analysis for MDU Resources Group. Since Wells Fargo began coverage, MDU Resources Group's share price has settled around $21.24, with a year to date share price return of 6.89% and a 1 year total shareholder return of 31.25%, pointing to...