U.S. Basic Materials Stock News

Berkshire Hathaway (NYSE:BRK.A) has quietly edged upward, with shares returning a modest 1% in the past month and nearly 8% year-to-date. While nothing sudden or dramatic has pushed the stock this week, the steady movement might leave investors wondering if there is a new trend brewing for Warren Buffett’s conglomerate, or if the market is simply treading water before the next big move. It is the kind of calm that can make both new and long-term investors pause and consider whether now is the...

Stryker (SYK) just turned heads with its second-quarter 2025 results. The company delivered strong earnings, thanks to standout growth in its orthopaedics, MedSurg, and Neurotechnology businesses. Management also raised its full-year organic sales and adjusted EPS guidance. Much of this lift is tied to bigger contributions from the company’s Mako robotic platform, as well as synergies flowing from recent acquisitions. For those watching healthcare stocks, moves like this raise the question:...

Harmonic (HLIT) is in the spotlight this week after unveiling fresh upgrades to its VOS360 Ad SaaS platform. With AI-powered real-time video analysis and smarter in-stream ad delivery, the company is now enabling broadcasters and streamers to capture richer, more contextual advertising revenue, particularly in the lucrative world of live sports content. This event matters to investors because it highlights Harmonic’s push into programmatic advertising and dynamic ad formats, both trends that...

If you have been keeping tabs on NovoCure (NVCR), you probably noticed the latest surge in conversation: the company has just filed a premarket approval application with the FDA for its Tumor Treating Fields (TTFields) therapy, aimed at treating locally advanced pancreatic cancer. This important step follows strong results from the PANOVA-3 trial, where TTFields combined with standard chemotherapy showed a significant survival benefit. With the data catching the spotlight at this year’s ASCO...

Victoria's Secret (VSCO) is on the cusp of a potentially pivotal moment, with investors watching closely ahead of its upcoming quarterly earnings report. The recent elimination of the Chief Operating Officer role signals a decisive move by the company to reshape its executive team at a time when brand performance and store closures are already under the microscope. Adding the arrival of activist investors to the mix makes it clear that both strategy and leadership are in flux and sets the...

Americold Realty Trust has just opened the doors to its brand-new $100+ million Import-Export Hub in Kansas City. This state-of-the-art project, built with Canadian Pacific Kansas City, represents more than a local expansion. By connecting to the Mexico Midwest Express rail route, Americold is positioning itself at the center of North America's only direct refrigerated rail link between the U.S. and Mexico. This move is significant for anyone tracking the company’s next phase. Although this...

Amkor Technology (AMKR) is back in the spotlight, as the stock surged over 9% in the past month after its latest earnings release. Investors have taken notice. Amkor’s revenue and earnings per share came in above what most on Wall Street expected, and new earnings forecasts for the upcoming quarters and next fiscal year now point to promising growth ahead. While the company’s Board of Directors did reaffirm its quarterly dividend recently, the real buzz is around Amkor’s ability to outperform...

Mid-America Apartment Communities reported its fiscal 2025 second-quarter results on July 30, showing rental and property revenues that rose year-over-year but came in below analyst expectations. The consistent declaration of a quarterly dividend showcases the company’s focus on shareholder returns even when revenue results are mixed. We'll explore how the company’s steady dividend policy amid an earnings miss influences its future investment narrative. Uncover the next big thing with...

If you have been watching Qorvo (QRVO) lately, you might have noticed the company just filed a shelf registration for over $649 million in common stock, sparking conversations among investors. This move could be a signal that Qorvo is preparing to raise fresh capital, which companies sometimes use for funding new projects, acquisitions, or to bolster their balance sheets. Naturally, these kinds of filings make people curious about what management has planned next and whether new shares could...

If you hold shares in Celanese (CE) or are eyeing that post-earnings dip, the company just received a fresh analyst downgrade that could have you reevaluating your game plan. RBC Capital, citing weak demand in Celanese’s automotive and tow markets along with lingering production issues, reduced its price target and projected a substantial earnings drop for the next quarter. This outlook often captures investors' attention, especially when it suggests short-term hurdles that may be more than...

When Federal Reserve Chair Jerome Powell hinted at the possibility of cutting interest rates sooner than expected, it sent a wave of optimism across markets, and Caesars Entertainment (CZR) was right in the mix. Caesars shares jumped 6% following Powell's dovish remarks, as investors recalibrated their expectations for economic growth and risk. For anyone holding Caesars or eyeing the stock, this policy turn could signal easier financing conditions and healthier travel demand. Both factors...

Western Digital (WDC) made some waves recently, and if you are keeping an eye on the stock, the sudden lift might have you wondering what’s behind it. In this case, the spark wasn’t company-specific, but rather came from Washington, where Fed Chair Jerome Powell’s comments at the Jackson Hole symposium soothed concerns about persistent high interest rates. Investors interpreted the dovish shift as a sign that the era of aggressive rate hikes could be winding down, which sent equities broadly...

If you are watching Tesla (TSLA), this week’s surge might have grabbed your attention. Shares jumped over 6% after Federal Reserve Chair Jerome Powell signaled a possible turn to rate cuts, lighting a spark across growth stocks. But it is not just macro news fueling the rally. Tesla also announced the upcoming public launch of its Robotaxi service in Austin, a major step into driverless ride-hailing. In addition, Tesla’s expanding ambitions, such as applying to become a U.K. power supplier...

T. Rowe Price Group (TROW) just shook things up by announcing a wave of senior hires for its insurance division, following its report of 6.9% year-over-year growth in assets under management and a quarterly dividend declaration. The spotlight is not just on these new roles; the real story is how the firm continues to evolve its business by expanding into insurance and alternatives, while still leveraging its core retirement franchises such as target-date funds. For investors weighing their...

United Rentals (URI) just delivered its second-quarter results, and there’s plenty for investors to consider. The company posted record revenue, outpacing Wall Street’s sales forecasts, even though earnings came in a bit shy of expectations. Alongside these numbers, management raised its full-year outlook and increased this year’s share buyback target by $400 million. These moves signal confidence in ongoing demand and a clear intent to reward shareholders. This latest set of results is part...

If you have been thinking about what to do with AAON (AAON) right now, you are not alone. After the most recent quarter, the company reported flat sales but a steep drop in earnings, numbers that missed what many observers had hoped for. At the same time, management cut its full-year outlook, citing ongoing operational challenges at its Longview and Tulsa facilities. These issues continue to squeeze margins despite high demand and an expanding backlog. For investors who track manufacturing...

Gen Digital (GEN) has caught the market’s eye this week after the company boosted its annual revenue and profit outlook, pointing to rising demand in the cybersecurity space. Along with the updated guidance, Gen Digital’s board approved a new quarterly cash dividend. This move signals the company’s confidence in its ongoing performance and its ability to return value to shareholders. These two announcements have increased focus on the stock, especially at a time when investors are seeking...

If you've been tracking CoreCivic (CXW) lately, the latest headlines probably made you sit up and take notice. The company just announced that CEO Damon T. Hininger plans to step down at the start of next year, making way for longtime executive Patrick Swindle to take over as CEO. That news was released almost simultaneously with CoreCivic's award of a major new ICE contract to reopen the West Tennessee Detention Facility, which is expected to provide a substantial revenue increase once...

If you’ve been watching Morgan Stanley (MS) lately, you’ve probably noticed the stock picked up steam after some high-profile remarks from Federal Reserve Chair Jerome Powell. Powell hinted that the Fed is considering interest rate cuts, sparking a wave of optimism across financials. For Morgan Stanley, this matters, as lower rates could ease lending activity and give its investment banking business a tailwind, drawing fresh attention from investors wondering if the story here is...

Credicorp (NYSE:BAP) has been in the spotlight this month after delivering a set of impressive second quarter and first half results, along with a significant update to its 2025 guidance. The company boosted expectations for net interest margin, now targeting the upper end of its range, and saw risk costs revised downward thanks to solid credit quality. Just as important for investors, the Peruvian tax authority’s cancellation of a hefty S/1.6 billion tax assessment has removed a lingering...

Fabrinet (FN) just delivered its latest earnings results, and the numbers are bound to draw attention from anyone deciding what to do with the stock. For the quarter, revenue and net income both increased compared to last year, and the company’s forward guidance landed comfortably above earlier expectations. With shares repurchased during the period and recent analyst commentary signaling continued confidence, investors now face a new set of choices: raise exposure, hold, or look...

If you are tracking HP (HPQ) these days, you are not alone. Just ahead of its upcoming Q3 earnings announcement, the company’s shares have caught the eye of investors. Downward revisions to consensus estimates and a projected drop in earnings per share have set the stage. In addition, news of a $39 million settlement over allegations related to the company's printing supplies business is adding to the conversation. The focus for now is whether these near-term headwinds signal deeper issues or...

If you have been watching Evercore (EVR) lately, Friday’s closing bell likely got your attention. Shares surged 5.3% after Federal Reserve Chair Jerome Powell delivered dovish remarks at the Jackson Hole Symposium, tilting expectations toward an interest rate cut. For firms like Evercore, a potential rate cut is more than just good news for Wall Street; it can boost client activity and increase the volume of mergers and acquisitions, which are core to Evercore’s business. This is not the...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...