U.S. Basic Materials Stock News

WESCO International recently announced that its Board unanimously approved the appointment of two new independent directors, Michael L. Carter and David C. Wajsgras, effective January 1, 2026, while longstanding directors Bobby Griffin and Steven Raymund plan to retire at the 2026 annual meeting. The addition of leaders with deep banking, aerospace, defense, and infrastructure experience could influence how WESCO thinks about capital markets access and long-term growth opportunities. Next,...

In recent days, analysts at firms including Goldman Sachs and Needham reiterated positive views on Viridian Therapeutics after the company submitted a Biologics License Application to the FDA for its lead thyroid eye disease therapy, veli. These endorsements highlight how Viridian’s plan to convert existing Tepezza prescribers and potentially broaden veli’s label with Phase 3 data could reshape expectations for its rare disease portfolio. With FDA review of veli’s application now underway,...

Amneal Pharmaceuticals (AMRX) just secured FDA approval for its 1 mg/mL epinephrine injection in single and multi dose vials, plugging into a critical hospital therapy market with roughly $118 million in U.S. annual sales. See our latest analysis for Amneal Pharmaceuticals. The FDA approval lands as Amneal’s share price sits at $12.57 and recent momentum has been strong, with a roughly 62 percent year to date share price return and a powerful multi year total shareholder return backing the...

Digi International (DGII) has quietly outperformed the broader market this year, with the stock up roughly 50% year to date and about 17% over the past 3 months, drawing fresh attention to its IoT-focused business model. See our latest analysis for Digi International. That kind of run, capped by a recent 1 month share price return of just over 10 percent and a current share price around 43 dollars and 86 cents, suggests momentum is still building as investors warm to Digi International's IoT...

AGNC Investment Corp. recently expanded its board from eight to nine members and appointed former Voya Investment Management CEO Christine L. Hurtsellers, CFA, to serve as an independent director and Audit Committee member, while also declaring its regular monthly common dividend of US$0.12 per share for December 2025 and fourth-quarter preferred dividends. By adding a mortgage-backed securities veteran with extensive risk management experience and affirming both common and preferred...

Planet Labs PBC recently reported third-quarter 2025 results showing revenue of US$81.25 million versus US$61.27 million a year earlier, alongside a wider net loss of US$59.19 million, and issued guidance for fourth-quarter and full-year 2026 revenue of US$76–80 million and US$297–301 million respectively. Ahead of these financial updates, Planet Labs also released first light images from its new Pelican-6 high-resolution satellite, highlighting ongoing advances in its Earth observation...

In the past week, NetScout Systems reported second quarter fiscal 2026 results with both earnings per share and revenue coming in well above analyst expectations, while director Christopher Perretta sold 10,000 shares under a pre-arranged trading plan. The earnings beat highlights stronger-than-anticipated demand for NetScout’s network visibility and cybersecurity offerings, sharpening investor focus on how its AI-enabled solutions and enterprise exposure are shaping the company’s long-term...

If you have been wondering whether Intel is still a bargain after its huge rebound, you are not alone. This article is going to unpack exactly what the current price is really offering. After a rocky few years, Intel's share price has surged, up 82.1% year to date and 88.6% over the last year, even though it pulled back about 2.6% over the past week. Part of this renewed interest comes from Intel pushing aggressively into foundry services to compete with TSMC and seeking major government...

In recent days, TikTok’s parent ByteDance agreed to form a U.S.-based joint venture with Oracle, Silver Lake, and MGX, under which Oracle will oversee TikTok’s U.S. data protection, content moderation, and algorithm security while hosting the platform on its cloud infrastructure. This agreement not only expands Oracle’s cloud workload with a high-traffic consumer app, it also elevates the company’s role in U.S. digital governance and national security-sensitive data oversight. We’ll now...

Zions Bancorporation recently delivered a strong Q3, with revenue rising 9.3% year on year and both revenue and EPS exceeding analyst expectations, benefiting from higher interest rates and ongoing digital banking investments. The results highlight how Zions’ mix of technology upgrades and regional lending strength is helping it stand out among regional banks facing fintech competition and credit risks. We’ll now examine how this earnings beat, alongside improving digital capabilities, may...

Braze (BRZE) has had a busy stretch, with revenue beating expectations, guidance nudged higher, and fresh Buy coverage from BTIG all landing within days. Naturally, investors are asking what comes next. See our latest analysis for Braze. Those upbeat results and new coverage have lit a fire under sentiment, with the 30 day share price return of 30.31 percent standing out against a still negative year to date share price performance. This suggests momentum is rebuilding after a choppy stretch...

Kymera Therapeutics (KYMR) just gave investors a one two punch of good news, with upbeat Phase 1b data for its oral STAT6 degrader KT-621 in atopic dermatitis and an FDA Fast Track designation. See our latest analysis for Kymera Therapeutics. The latest Fast Track nod and strong KT-621 data help explain why Kymera’s 30 day share price return is 29.57% and year to date share price return is 105.40%. This reinforces an already powerful 3 year total shareholder return of 217.18% and suggests...

Earlier this month, Digital Realty Trust announced that Stephen R. Bolze, a veteran infrastructure and industrial executive with leadership experience at Blackstone and General Electric, was elected as an independent director effective January 1, 2026, and will join the Audit Committee. His deep background in power and large-scale infrastructure could be especially important for a data center operator increasingly focused on energy-hungry AI workloads and capacity expansion. Next, we’ll...

Earlier in 2025, American Tower Corporation reported strong Q3 results, with revenue and net income beating expectations helped by favorable foreign currency movements. The company is sharpening its focus on developed markets while rapidly expanding its CoreSite data center platform to capture rising AI-related demand. Next, we’ll examine how this renewed emphasis on CoreSite’s AI-driven data center growth could reshape American Tower’s investment narrative. Explore 28 top quantum computing...

Fresh Del Monte Produce (FDP) is back on investors radar as bullish coverage focuses on its improving balance sheet, ongoing share buyback, and the potential for stronger cash returns over the next year. See our latest analysis for Fresh Del Monte Produce. At a share price of $37.55, Fresh Del Monte’s recent 8.8 percent 1 month share price return and 16.7 percent 1 year total shareholder return suggest momentum is quietly building as buybacks, divestitures, and debt reduction reshape the risk...

Worthington Enterprises (WOR) has been quietly reshaping itself into a focused consumer and building products manufacturer, and the stock’s recent pullback has investors wondering whether this is a fresh entry point or a pause. See our latest analysis for Worthington Enterprises. After a strong run earlier in the year, Worthington’s recent 7 day share price return of negative 10.25 percent and 90 day share price return of negative 14.22 percent suggest momentum is cooling, even though the 3...

DXC Technology (DXC) just launched AdvisoryX, a global advisory group focused on helping enterprises turn AI ambition into execution, backed by a detailed study on how leaders are actually deploying AI today. See our latest analysis for DXC Technology. Those moves around AdvisoryX and DXC's new Chief Digital Information Officer seem to have caught investors' attention, with a 30 day share price return of 28.69 percent helping reverse some of the deeper multiyear total shareholder return...

LeMaitre Vascular recently reported quarterly earnings that exceeded analyst expectations with earnings per share of $0.62, issued full-year 2025 EPS guidance of $2.48–$2.53, and paid a $0.20 quarterly dividend on December 4, 2025. Analyst coverage has coalesced around a “Moderate Buy” view, signaling cautious optimism as the company pairs earnings outperformance with ongoing shareholder returns through regular dividends. Next, we’ll consider how LeMaitre’s stronger-than-expected earnings...

In December 2025, Autonomy announced a new integration with Box that lets enterprises deploy encrypted, AI-powered autonomous agents to read, write, and act on large volumes of content across Box and connected SaaS applications at production scale. This integration strengthens Box’s role as an AI-ready content hub, turning previously static documents and media into live, automated workflows that can execute thousands of tasks in parallel across an organization. Next, we’ll examine how Box’s...

Valuation backdrop after mixed recent performance M/I Homes (MHO) has slipped about 4% in the past day and roughly 6% over the past week, even though the stock is still modestly higher over the past month. This combination sets up an interesting reset in expectations. See our latest analysis for M/I Homes. Zooming out, the recent pullback comes after a strong multi year run, with the share price still near record territory and longer term total shareholder returns remaining very robust. This...

Cooper Companies (COO) just drew fresh attention after White Albert G III, head of its CooperVision unit, bought another 10,000 shares, extending a year long pattern of insider purchases without any sales. See our latest analysis for Cooper Companies. That confidence has coincided with improving sentiment, with a roughly 21% 3 month share price return helping to offset weaker year to date and 1 year total shareholder returns that remain in negative territory. This suggests momentum may be...

McEwen Inc. recently received an extension of the Environmental Impact Assessment for its El Gallo Mine in Mexico, clearing the way for Phase 1 mill construction targeting mid-2026 and an initial gold pour in mid-2027, supported by a purchased ball mill already onsite and an estimated remaining capital cost of US$25,000,000. A distinctive aspect of this development is that Phase 1 production will come from reprocessing previously mined leach-pad material, which is expected to limit new...

PTC Therapeutics (PTCT) just secured Health Canada approval for Sephience, extending its phenylketonuria treatment to a wide range of Canadian patients and building on earlier US and European green lights. See our latest analysis for PTC Therapeutics. The Sephience approval lands as momentum in PTC Therapeutics' shares has been building, with a roughly 30 percent 3 month share price return and about 70 percent 1 year total shareholder return. This underscores how regulatory wins are reshaping...

United Rentals (URI) is leaning further into its digital strategy, rolling out Manual Assist AI across its network to give technicians faster diagnostics, quicker repairs, and less downtime for rental fleets on customer jobsites. See our latest analysis for United Rentals. Those AI driven efficiency gains are landing against a backdrop where the share price is now $812.42, with a solid year to date share price return of 17.77 percent and a powerful five year total shareholder return of 260.61...