U.S. Basic Materials Stock News

What is moving P10 right now? P10 (PX) has drawn fresh investor interest after a period of mixed recent returns, with a gain over the past month but a slight decline across the past 3 months. See our latest analysis for P10. With the share price at $10.44, P10 has a 1 day share price return of 2.86% and a 30 day share price return of 3.78%. Its 1 year total shareholder return of a 20.69% decline points to short term momentum building after a weaker longer term experience. If you are looking...

Why earnings revisions matter for Nicolet Bankshares (NIC) right now Recent analyst revisions have lifted earnings expectations for Nicolet Bankshares ahead of its December 2025 quarter report. This highlights how sentiment around the bank's profit outlook is shifting as the release approaches. See our latest analysis for Nicolet Bankshares. Nicolet Bankshares' share price has moved to $130.27, with a 1 day share price return of 2.83% and a 90 day share price return of 6.53%. The 1 year total...

CleanSpark, Inc. recently entered a definitive agreement to acquire up to 447 acres in Brazoria County, Texas, along with a long-term transmission facilities extension that would enable a 300 MW data center load with potential expansion to 600 MW, contingent on utility and property approvals and expected to close in the first quarter of 2026. This second large-scale development in the greater Houston ERCOT region, alongside its Austin County project, signals a push to build an integrated...

In recent days, Tata Consultancy Services announced a collaboration with Advanced Micro Devices to co-develop industry-specific AI and generative AI solutions that help enterprises move projects from pilots to full production using AMD’s high-performance computing portfolio across cloud and edge environments. A distinctive aspect of this collaboration is TCS’s plan to rapidly upskill thousands of engineers on AMD CPUs, GPUs, NPUs and embedded platforms, potentially deepening AMD’s reach into...

Marriott Vacations Worldwide (VAC) is drawing attention after recent trading left the shares at $62.54, with mixed short term returns and a wide gap between the current price and an indicated intrinsic value. See our latest analysis for Marriott Vacations Worldwide. That recent move to $62.54 comes after a 1-month share price return of 8.07% and a year to date share price return of 6.27%, set against a 1-year total shareholder return decline of 24.10%. This points to some short term momentum...

Why the Nextpower Arabia joint venture matters for investors Nextpower (NXT) just completed the formation of Nextpower Arabia with Abunayyan Holding, tying its stock story directly to utility-scale solar buildout and localized manufacturing across Saudi Arabia and the wider MENA region. The joint venture includes a new advanced facility in Jeddah, targeting up to 12 GW of solar tracker capacity a year, up to 2,000 jobs, and alignment with Saudi Arabia’s Vision 2030 clean energy ambitions. See...

TransUnion (TRU) is in focus after reporting strong results from a collaboration with Actable, where its TruAudience Marketing Solutions data improved AI marketing model fit and reduced false positives for a major retailer win back campaign. See our latest analysis for TransUnion. The recent AI marketing success with Actable and the appointment of a new global consumer solutions leader come as TransUnion’s share price sits at US$85.50, with a 90 day share price return of 9.20% but a 1 year...

Recently, Doximity reported mixed developments, with revenue guidance for fiscal 2026 coming in below Wall Street expectations amid tighter hospital budgets and evolving federal regulations that are affecting healthcare technology providers. At the same time, the company’s AI-driven tools and core pharmaceutical advertising business are under scrutiny as new Medicare reimbursement models and stricter data-sharing policies test whether its technology can still translate into operational...

Earlier in January 2026, Vishay Intertechnology’s audit committee chose Deloitte & Touche as its new independent auditor from 2026, while also expanding its product portfolio with higher-voltage 193 PUR-SI capacitors and new VT171P/VT172U transmissive sensors for industrial, consumer, and telecom applications. Together, the auditor transition and launches of higher-performance capacitors and flexible, surface‑mount sensors underline Vishay’s focus on product innovation and governance as it...

Labcorp Holdings (LH) is back in focus after announcing a broader molecular residual disease testing portfolio for breast, lung, and colon cancers, using circulating tumor DNA detection to support more personalized cancer recurrence monitoring. See our latest analysis for Labcorp Holdings. The MRD expansion and fresh $0.72 per share dividend decision come as the stock trades at $262.0. Recent 1-day and 7-day share price returns are in positive territory, but the 90-day share price return...

Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m. See our latest analysis for Chefs' Warehouse. The new 2026 guidance lands after a steady run in the shares, with a 90 day share price return of 4.33% and a 1 year total shareholder return of 14.58%. The 5 year total shareholder return of 118.49% points to momentum that has built over a longer period...

Amphastar Pharmaceuticals (AMPH) has drawn fresh attention after signing an exclusive license agreement with Nanjing Hanxin Pharmaceutical for AMP-110, a synthetic hormone analog for inflammatory and autoimmune diseases in the U.S. and Canada. See our latest analysis for Amphastar Pharmaceuticals. The AMP-110 announcement came after a 19.6% 90 day share price return and a recent 5.8% intraday move on the news. The 1 year total shareholder return of a 23.4% decline shows longer term holders...

Genuine Parts (GPC) has scheduled a future leadership change, with Non Executive Chairman Paul D. Donahue set to retire in 2026 and current CEO Will Stengel slated to assume the combined Chairman and CEO role. See our latest analysis for Genuine Parts. The leadership timeline sits against a share price of $133.8, with a 7.90% year to date share price return and a 17.66% one year total shareholder return. This suggests momentum has been building recently, despite a weaker three year total...

Recent attention on Targa Resources (TRGP) was sparked by Oakmark Select Fund’s latest investor letter and a consensus “Outperform” view from multiple brokerages, which together helped refocus the market on this midstream operator. See our latest analysis for Targa Resources. The recent 3.62% one day share price move and consensus “Outperform” calls sit against a mixed picture, with a 24.94% 90 day share price return but a 1 year total shareholder return of 9.09% decline, so momentum looks...

In its third quarter of fiscal 2026, reported in the past, Rubrik delivered a beat-and-raise performance, shifting from a non-GAAP net loss to non-GAAP net income on the back of demand for its cybersecurity and AI offerings, and lifted its full-year revenue outlook while narrowing its expected adjusted net loss. What stands out is that Rubrik’s progress reflects not just higher customer interest in data security, but also operational improvements strong enough to prompt management to tighten...

Compass Therapeutics has appointed Arjun Prasad as Chief Commercial Officer and Cynthia Sirard as Chief Medical Officer, with both roles effective January 1, 2026, adding experienced oncology leadership across commercial and clinical development functions. These hires bring deep experience in successful oncology drug launches and advancing immuno-oncology programs through pivotal trials and regulatory approvals, potentially strengthening Compass Therapeutics’ execution capabilities. Next,...

The US Defense Department's US$400 million equity investment in MP Materials (MP), together with proposed government stockpiles of critical minerals, has pushed the rare earth producer back into the spotlight for many investors. See our latest analysis for MP Materials. Those policy moves have coincided with a sharp swing in sentiment toward MP Materials, with a 1 month share price return of 30.12% and a year to date share price return of 26.07%, even though the 3 month share price return...

On January 6, 2026, CF Industries Holdings announced that executive vice president and chief financial officer Gregory D. Cameron would depart the company on February 15, 2026, with long-time vice president, corporate controller and chief accounting officer Richard A. Hoker stepping in as interim CFO. This leadership transition comes as CF Industries pursues low-carbon ammonia initiatives and responds to shifting fertilizer market conditions and analyst reassessments. Next, we’ll examine how...

Share repurchases and capital management signal KE Holdings (BEKE) recently confirmed its Class A share count at about 3.37 billion as of January 2, 2026, while detailing substantial on-market repurchases between November and early January that highlight active capital management. See our latest analysis for KE Holdings. KE Holdings shares currently trade at $17.32, with a 7.85% year to date share price return and a 5.77% total shareholder return over the past year, but a 75.02% total...

Alphabet (NasdaqGS:GOOGL) just signed a multi-year deal that puts its Gemini AI models and cloud infrastructure at the core of Apple’s upcoming Apple Intelligence features, including a major Siri overhaul. See our latest analysis for Alphabet. Alphabet’s recent Apple deal comes on top of a strong run, with the share price at $335.84 and a 90 day share price return of 32.59%, while the 1 year total shareholder return of 74.77% points to momentum that has been building rather than fading. If...

Power Integrations (POWI) has appointed Chris Jacobs as Senior Vice President for Marketing and Product Strategy, bringing experience from Micron Technology and more than 25 years at Analog Devices into the company’s leadership team. See our latest analysis for Power Integrations. The executive appointment comes as the share price trades at US$42.10, with a 1 month share price return of 15.85% and a year to date share price return of 12.87%. This is set against a 1 year total shareholder...

GlobalFoundries (GFS) has drawn fresh investor attention after appointing veteran semiconductor executive Ganesh Moorthy to its board, an event that puts boardroom experience and long term execution firmly in focus. See our latest analysis for GlobalFoundries. The appointment of Moorthy comes as GlobalFoundries’ share price trades at US$41.35, with a 30 day share price return of 11.04% and a 90 day share price return of 19.60%, suggesting building momentum despite a 1 year total shareholder...

EPR Properties’ Board of Trustees has declared a past monthly cash dividend of US$0.295 per common share, payable on February 17, 2026 to shareholders of record as of January 30, 2026, equivalent to an annualized US$3.54 per share. This reaffirmed payout, alongside recent balance sheet moves and operational updates, underlines the REIT’s continued emphasis on consistent income for shareholders. We’ll now examine how the reaffirmed monthly dividend interacts with EPR’s experiential-focused...

Why Houlihan Lokey (HLI) is on investors’ radar today Houlihan Lokey (HLI) has been drawing attention after a mixed pattern in recent returns, with a small 1 day gain, softer performance over the past week, and modest moves over the past month and past 3 months. See our latest analysis for Houlihan Lokey. At a share price of $182.60, Houlihan Lokey’s recent 1 month and year to date share price returns in the low single digits sit against a 1 year total shareholder return of 5.54% and a very...