U.S. Basic Materials Stock News

Sable Offshore (SOC) just received a major regulatory reset, with Washington reclassifying its key California pipeline as an interstate asset under PHMSA, which shifts control away from state agencies and clears a path to restart flows. See our latest analysis for Sable Offshore. The regulatory win has snapped Sable’s slump into sharp focus, with a 1 day share price return of 56.44 percent and 1 month share price return of 79.57 percent. However, the year to date share price return remains...

Earlier this month, Abbott announced U.S. FDA clearance and CE Mark for its Amplatzer Piccolo Delivery System, enhancing minimally invasive treatment of patent ductus arteriosus in premature infants, while also expanding access to its Lingo over-the-counter continuous glucose monitor to Android users in the wellness market. Together, these moves underscore Abbott’s push to pair specialized pediatric cardiology devices with broader consumer-facing glucose insights, tightening the link between...

In recent days, Applied Digital has come under pressure as investors reassessed heavily financed AI data-center expansion plans and sector-wide risks tied to intensive capital spending and slower payback timelines. At the same time, the company’s multi-decade AI data-center pivot, anchored by long-term leases with hyperscalers and backed by large debt and equity financing, highlights a business model balancing contracted revenue visibility against higher leverage, customer concentration,...

In recent days, Pinterest highlighted rising Monthly Active Users, strong EBITDA margin of 28.3%, and a free cash flow margin of 27.4%, underscoring improved efficiency and cash generation. At the same time, Pinterest’s agreement to acquire CTV platform tvScientific points to an effort to extend its intent-based advertising model into connected TV, potentially broadening how advertisers measure and scale performance campaigns. With user growth supporting higher-margin revenue...

In early December 2025, General Dynamics’ board promoted long-time executive Danny Deep to president and announced upcoming controller succession, while its GDIT unit secured a US$285 million cybersecurity contract from the Commonwealth of Virginia and the Marine segment gained a US$2.28 billion Columbia-class submarine contract extension. Together with progress resolving Aerospace production issues and sustained demand for G700 and G800 jets, these moves deepen General Dynamics’ exposure to...

PulteGroup (PHM) has slipped about 1% today and roughly 5% over the past week, even though the stock is still up around 13% year to date, raising fresh questions about valuation. See our latest analysis for PulteGroup. That recent pullback comes after a strong run, with the share price now at $121.61 and the longer term total shareholder return still comfortably positive. This suggests momentum has cooled rather than reversed as investors reassess growth versus housing market risk. If...

Steel Dynamics recently issued fourth-quarter 2025 earnings guidance, forecasting diluted EPS of US$1.65–US$1.69 and highlighting weaker profitability from lower steel selling prices, seasonal demand softness, and extended maintenance outages across its steel, metals recycling, and fabrication operations. At the same time, the company continued ramping up its new aluminum flat-rolled mill and recycled slab center, securing product qualifications across industrial, beverage can, and...

In the past quarter, SentinelOne reported 23% year-over-year revenue growth, surpassed US$1.00 billion in annual recurring revenue, and reached positive non-GAAP operating and free cash flow margins while also announcing its CFO’s planned departure and ongoing participation in high-profile cybersecurity investigations. At the same time, major shareholder Insight Holdings Group trimmed its stake by 3 million shares but retained SentinelOne as one of its largest positions, underscoring a shift...

AbbVie (ABBV) has quietly pulled back about 4% over the past month even as its one year return sits near 35%, setting up an interesting entry check for long term healthcare investors. See our latest analysis for AbbVie. The recent 1 month share price return of negative 4.5 percent looks more like a breather than a trend change, given AbbVie still boasts a 1 year total shareholder return near 35 percent and a strong multi year track record. If you are weighing AbbVie against other...

Corteva and Hexagon Bio recently announced a multi-million-dollar joint venture that combines Corteva’s nature-inspired crop protection portfolio with Hexagon Bio’s AI-driven natural-product discovery platform to develop new agricultural and human health solutions. This is the first agriculture-sector collaboration for Hexagon Bio and the first pharmaceutical-industry partnership for Corteva, highlighting a cross-industry push to scale nature-based, science-enhanced products in crop...

Newmont (NEM) just rode a wave of record breaking gold futures to a fresh all time high, as investors leaned into the metal on inflation worries, currency jitters, and ongoing central bank buying. See our latest analysis for Newmont. That macro tailwind has translated into a powerful move for Newmont, with a roughly 159% year to date share price return and a 173% one year total shareholder return signalling strong momentum as investors reassess both its growth potential and risk profile. If...

Crocs recently reported quarterly revenue of US$996.3 million, a 6.2% decline from a year earlier but still about 3.3% above analyst estimates, and also issued earnings guidance that topped expectations. Management’s continued emphasis on brand building, digital engagement, and international expansion suggests the company is working to support long-term growth even as near-term sales soften. We’ll now examine how Crocs’ better-than-expected results and upbeat earnings guidance might...

Earlier this week, investment firm BTIG initiated coverage on Amplitude (NASDAQ: AMPL) with a positive rating, highlighting the company as a leader in product analytics and emphasizing its growing traction with larger enterprise customers and AI-driven capabilities. This came alongside recent progress on Amplitude’s AI platform and acquisitions that broaden its product suite, reducing clients’ need for separate point solutions and reinforcing confidence in its platform-centric approach. Now...

In recent days, LendingClub entered the home improvement financing market through a partnership with Wisetack and a technology acquisition from Mosaic, while also authorizing a US$100 million share repurchase program that runs through the end of 2026. These moves, combined with strong institutional demand for its personal loans and growing use of structured loan products, highlight LendingClub’s push to broaden its revenue base and return capital to shareholders. We’ll now examine how...

Levi Strauss & Co. recently announced that Jeffrey J. Jones II, outgoing President and CEO of H&R Block, will join its board in January 2026, serving on both the Nominating, Governance and Corporate Citizenship Committee and the Compensation and Human Capital Committee. His cross-industry background at H&R Block, Uber and Target adds rare depth in consumer insights, brand building and organizational transformation at a time when Levi’s is pushing further into direct-to-consumer growth. We’ll...

Canadian Solar (NasdaqGS:CSIQ) just landed another big battery deal in Australia, with its e-STORAGE unit set to deliver a 408 MWh system for Vena Energy’s Tailem Bend 3 project in South Australia. See our latest analysis for Canadian Solar. The latest Australian storage win lands as Canadian Solar’s momentum has swung sharply higher, with a roughly 90 day share price return of about 103% and a 1 year total shareholder return of around 121%, despite deeper five year total shareholder losses...

If you are wondering whether Salesforce is still worth buying at today’s price or if the best days are already priced in, you are not alone. This article is going to unpack exactly what you are paying for. After a choppy stretch where the stock is down about 1.8% over the last week and roughly 10.3% higher over the past month, Salesforce is still sitting on a steep drawdown of around 22.1% year to date and 22.9% over the last year, even though it has more than doubled, up about 101.9%, over...

Insight Enterprises (NSIT) has had a rough stretch lately, with the stock sliding almost 50% this year as investors reassess valuations across IT services and infrastructure names. See our latest analysis for Insight Enterprises. That slide has wiped out much of Insight Enterprises’ short term share price gains, with the year to date share price return down 47.9 percent and the one year total shareholder return off 50.6 percent. This suggests sentiment has swung from optimism toward caution...

Enerpac Tool Group (EPAC) kicked off Q1 2026 with revenue of about $144 million and EPS of $0.36, alongside trailing twelve month revenue of roughly $616 million and EPS of $1.68 that frame the latest quarterly print in a broader uptrend. Over the past few quarters, the company has seen revenue move from around $159 million in Q3 2025 and $168 million in Q4 2025 to $144 million in Q1 2026, while quarterly EPS tracked from $0.41 and $0.52 down to $0.36. This sets up a story where investors...

If you are wondering whether Omnicom Group at around $81 is a smart buy or simply fairly priced right now, you are not alone. That is exactly what we are going to unpack. The stock has climbed about 2.0% over the last week and 11.1% over the past month, even though it is still down 5.5% year to date and 3.8% over the last year, after 3 year and 5 year gains of 13.4% and 57.2% respectively. Recent headlines have focused on Omnicom winning new creative and media mandates from global brands and...

Ralph Lauren Corporation recently declared a regular quarterly dividend of US$0.9125 per share, payable on January 9, 2026 to shareholders of record as of December 26, 2025, underlining its ongoing cash returns to investors. This announcement comes on the heels of stronger-than-expected Q2 2026 results and an upgraded full-year outlook, highlighting the brand’s combination of earnings momentum and consistent shareholder payouts. Next, we’ll examine how Ralph Lauren’s upgraded full-year...

Shift4 Payments (FOUR) has quietly slipped about 7% over the past week and roughly 26% in the past 3 months, prompting investors to recheck whether the recent pullback matches the company’s fundamentals. See our latest analysis for Shift4 Payments. Zooming out, that recent slide sits on top of a much steeper year to date share price return of about negative 41 percent. However, the three year total shareholder return is still positive, suggesting long term holders are ahead even as shorter...

Earlier this month, Matador Resources Company reported that its nineteen commercial lenders unanimously reaffirmed a US$3.25 billion borrowing base under its reserves-based loan credit facility, while commitments under its midstream joint venture San Mateo’s revolving credit facility were increased to US$1.10 billion from US$850 million. This broad lender support not only trims Matador’s borrowing costs but also reinforces the scale and importance of its Delaware Basin midstream...

Wondering if Equifax at around $219 a share is a bargain, fairly priced, or something to avoid right now? You are not alone, and that is exactly what we are going to unpack. Despite being down about 12.6% year to date and 12.8% over the last year, the stock has shown some resilience lately, slipping only 0.5% in the last week but climbing 7.3% over the past month. Those moves are happening against a backdrop of ongoing scrutiny and investment in credit reporting, digital identity, and fraud...