U.S. Metals and Mining Stock News

The Morning Bull - US Market Morning Update Tuesday, Apr, 14 2026 E-mini S&P 500 futures are pointing slightly higher this morning, with a gain of about 0.2% as investors weigh softer inflation signals against signs of strain in housing. The US 10 year Treasury yield is around 4.29%, which suggests some easing of interest rate fears as Iran peace talk hopes cool expectations of future price spikes. At the same time, March existing home sales are at a 9 month low of 3.98 million annualized,...

Plains GP Holdings (PAGP) has laid out a busy playbook, with a US$3.75b sale of its Canadian NGL business, a US$2.9b EPIC crude system purchase, US$800m of acquisitions, and targeted efficiencies. See our latest analysis for Plains GP Holdings. The recent NGL sale, EPIC crude system purchase, and affirmed quarterly distribution sit against a rising share price, with a 90 day share price return of 16.91% and a 1 year total shareholder return of 39.74%. This points to momentum that has built...

Investors may be wondering whether Energy Transfer at around US$18.85 is still offering value, or if most of the easy gains are already behind it. The stock has delivered a 13.6% return year to date and 21.0% over the last year, while the 3-year and 5-year returns stand at 87.0% and 247.4% respectively. Recent investor focus has centered on Energy Transfer's role within the US energy infrastructure space and how its scale positions it within the broader midstream universe. There has also...

If you are wondering whether Morgan Stanley at around US$181 per share still offers value or is starting to look stretched, the key is to separate price excitement from underlying worth. The stock's recent returns, including 8.8% over 7 days, 17.0% over 30 days and 70.5% over 1 year, along with a relatively flat year to date move of a 0.4% decline, suggest the market has been reassessing the story over different time frames. Recent coverage has focused on Morgan Stanley as a major global...

Wondering whether Zebra Technologies at around US$226 a share is offering value or just noise? This article breaks down what the current price could mean for you as an investor. The stock has recently moved, with a 7.1% return over the last week and 11.5% over the last month, set against a year to date return of 8.9% and a 1 year return of a 2.5% decline. Over a longer stretch, Zebra Technologies has recorded a 24.8% decline over 3 years and a 55.6% decline over 5 years, which may be front...

For investors wondering whether Shopify at around US$114.97 still makes sense as an investment or if the easy money has already been made, this article walks through what the current price could imply about value. The stock has had a mixed run recently, with a 3.2% decline over the last 7 days and a 6.5% decline over the past month, even though the 1 year return sits at 38.9% and the 3 year return at 137.0%. These moves come as Shopify continues to attract attention as a key e commerce...

In recent days, FTAI Aviation has been affected by geopolitical de-escalation around Iran that helped reopen the Strait of Hormuz and drove crude oil prices sharply lower, easing fuel and transportation costs across the aviation ecosystem. This shift in energy markets also supports FTAI’s newer FTAI Power business, where repurposed aircraft engines supply power for energy-intensive data centers, adding a second beneficiary of lower fuel prices. With lower crude prices improving conditions...

If you are wondering whether Nebius Group at US$154.56 is pricing in too much optimism or still offers value, the stock's recent performance gives plenty to think about. The share price move has been sharp, with returns of 37.3% over the past week, 36.8% over the last 30 days, 71.8% year to date and a very large gain over the past year that is around 7x. Recent attention on Nebius Group has centered on its role in the software space and how investors are treating high growth names in the...

Event context and recent stock performance Seagate Technology Holdings (STX) has recently shown strong share price momentum, with the stock up about 2% over the past day, 13% over the past week, and 34% over the past month. Over the past 3 months the stock has returned about 61%, while the 1 year total return is about 615%. These figures naturally prompt investors to reassess what is currently priced into Seagate’s data storage business. See our latest analysis for Seagate Technology...

Vertiv Holdings Co (NYSE:VRT) has completed its acquisition of BMarko Structures. The deal brings custom structural fabrication in house to support faster, more tailored delivery of infrastructure for AI data centers. The transaction expands Vertiv’s engineering and manufacturing footprint in North America for prefabricated and converged solutions. Vertiv comes into this deal with strong recent share price momentum, with NYSE:VRT at $299.96 and very large multiyear return figures, including...

Wondering if Teledyne Technologies at around US$655.99 is priced for perfection or still has room based on fundamentals? This article breaks down what the current share price might be implying about value. The stock has recently posted returns of 3.8% over 7 days, 2.7% over 30 days, 26.5% year to date and 40.5% over the past year, which has many investors reassessing the balance between opportunity and risk. These moves come as Teledyne Technologies continues to attract attention as a...

DT Midstream (DTM) has drawn investor attention after recent trading put the stock around $133, prompting closer scrutiny of its valuation, recent returns and the balance between its Pipeline and Gathering operations. See our latest analysis for DT Midstream. The recent move around $133.09 comes after a 12.61% 90 day share price return and a 10.00% year to date share price return. The 1 year and 3 year total shareholder returns of 45.20% and 205.36% hint at momentum that has been building...

Western Digital (NasdaqGS:WDC) has completed the spin off of its Flash business in early 2025, reshaping itself as a focused hard drive company. The company reports that manufacturing capacity is effectively booked through 2026 under multi year agreements with cloud hyperscalers. Western Digital is supplying 32TB and 40TB hard drives that are used in AI oriented data lake and infrastructure builds. Western Digital, now trading around $350.16, has shifted toward a higher margin profile by...

If you are wondering whether American Tower is attractively priced or not, it helps to start with what the recent share performance and current valuation are really telling you. The stock recently closed at US$180.94, with returns of 2.7% over 7 days, a 1.9% decline over 30 days, 3.5% year to date, and a 13.9% decline over 1 year. The picture is therefore mixed depending on your time frame. Recent headlines have focused on American Tower within broader discussions about real estate...

Wondering if Jefferies Financial Group, at around US$46 per share, still offers value or if most of the opportunity is already reflected in the price. The stock has moved sharply in the short term, with a 10.1% return over 7 days and 27.1% over 30 days, set against a year-to-date return of a 27.2% decline and a 1-year return of 8.7% that sits within a longer 3-year return of 60.7% and 5-year return of 71.7%. These moves sit alongside ongoing interest in capital markets and corporate...

Constellation Brands (STZ) has jumped back onto investor radars after a busy earnings week, with full year results beating revenue and profit expectations, a completed US$999m buyback, and a higher quarterly dividend. See our latest analysis for Constellation Brands. The latest earnings beat, completed US$999m buyback and dividend increase have come alongside a 7 day share price return of 6.0% and a 30 day share price return of 9.6%. However, the 1 year total shareholder return is still down...

If you are wondering whether QUALCOMM's share price still reflects what you are actually getting for your money, this article walks through how its current market value compares with its fundamentals. QUALCOMM's last close was US$131.24, with returns of 4.4% over 7 days, 1.1% over 30 days, a 24.1% decline year to date, a 3.5% decline over 1 year, 17.7% over 3 years and 8.2% over 5 years. This provides a mix of shorter term moves and longer term outcomes to weigh. Recent coverage has focused...

Why Old Dominion Freight Line Is Back in Focus Old Dominion Freight Line (ODFL) is back on investors' radar after two years of annual sales declines of 3.2% and earnings per share falling 7.2%, which has raised fresh questions about its profitability trend. See our latest analysis for Old Dominion Freight Line. Despite the weakening earnings trend, momentum in the share price has been strong recently, with a 30.43% year to date share price return and a 34.80% total shareholder return over the...

TD Cowen coverage puts Sharplink (SBET) in focus TD Cowen’s recent initiation of coverage on Sharplink (SBET), highlighting its mix of sports betting affiliate marketing and Ethereum treasury management, has drawn fresh investor attention to this US$1.29b Miami based company. See our latest analysis for Sharplink. Sharplink’s recent 1 day share price return of 2.8% and 7 day share price return of 5% contrast with a 90 day share price return of 36.4% and a 3 year total shareholder return of...

Why Public Storage is on investors’ radar today Public Storage (PSA) is back in focus for investors, with fresh attention on how this large self storage REIT is priced relative to its estimated intrinsic value and recent share performance. See our latest analysis for Public Storage. The recent 5.46% 7 day share price return and 14.62% year to date share price return, alongside a 6.94% 1 year total shareholder return, indicate that momentum has been building rather than fading around the...

If you are wondering whether Albertsons Companies at a last close of US$16.85 is offering value or just treading water, this article focuses squarely on what the current price might mean for potential investors. The stock has seen mixed recent performance, with a 6.3% decline over the last 7 days and smaller declines of 2.4% over 30 days and 2.7% year to date, adding to a 19.4% decline over the past year. These moves sit against a longer backdrop where the 3 year return is an 11.8% decline,...

Some The Gap, Inc. ( NYSE:GAP ) shareholders may be a little concerned to see that the Executive VP & Chief People...

Pinnacle West Capital (PNW) recently hit a new 52 week high after expanding its unsecured revolving credit facility to US$300,000,000. This has drawn attention to how the company is funding growth in response to rising electricity demand in Phoenix. See our latest analysis for Pinnacle West Capital. The new 52 week high sits alongside a 16.44% year to date share price return and a 13.94% total shareholder return over the past year, with momentum building over the last 90 days as the stock...

Reddit’s Nectar Social partnership as a new data and monetization lever Reddit (RDDT) is in focus after announcing a data partnership with Nectar Social, giving enterprise brands direct access to Reddit’s real time community conversations alongside other major social platforms. The deal plugs Reddit’s Data API into Nectar’s analytics suite, letting companies track sentiment, product feedback, and emerging trends across more than 100,000 interest based communities at a detailed level. For you...