U.S. Metals and Mining Stock News

NYSE:BSX
NYSE:BSXMedical Equipment

A Look At Boston Scientific (BSX) Valuation As Electrophysiology Concerns Follow Strong Q4 Earnings

Boston Scientific (BSX) is back in focus after Q4 2025 adjusted earnings came in above consensus. However, investor attention has shifted to signs of stagnation in the company’s U.S. electrophysiology business. See our latest analysis for Boston Scientific. The share price has retreated sharply in recent months, with a 30 day share price return of 15.15% and a 90 day share price return of 24.68%, even though the 3 year total shareholder return sits at 60.57% and the 5 year total shareholder...
NasdaqGS:AGIO
NasdaqGS:AGIOBiotechs

Agios’ 2025 Loss, AQVESME Launch, and New Shelf Offering Might Change The Case For Investing In Agios Pharmaceuticals (AGIO)

Agios Pharmaceuticals reported full-year 2025 results, with revenue rising to US$54.03 million from US$36.5 million, while swinging from net income of US$673.73 million to a very large net loss of US$412.78 million and filing an omnibus mixed-shelf registration covering equity, debt, warrants, and units. Despite the sharp earnings reversal, investors are focusing on stronger-than-expected quarterly performance, growing contributions from PYRUKYND® and newly launched AQVESME™, and the added...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify Buyback And AI Push Test Balance Between Growth And Margins

Shopify (NasdaqGS:SHOP) has authorized a $2b share repurchase program, signaling management's focus on returning capital to shareholders. The company is rolling out new AI tools, including Sidekick and its Universal Commerce Protocol, to deepen AI-driven support for merchants. These moves come as Shopify highlights strong growth in its commerce platform and the expanding role of AI in merchant workflows. Shopify, trading at around $112.70, has seen mixed share performance recently, with a 7...
NYSE:OXY
NYSE:OXYOil and Gas

Is Occidental Petroleum (OXY) Pricing Reflect Long Term Value After Mixed Multi Year Returns

If you are wondering whether Occidental Petroleum's current share price really reflects its underlying value, you are not alone. This article is designed to help you weigh what you are paying against what you are getting. The stock last closed at US$46.07, with recent returns of a 1.3% decline over 7 days, 7.9% over 30 days, 8.7% year to date, a 2.0% decline over 1 year, a 20.3% decline over 3 years, and 84.7% over 5 years. Taken together, this gives you a mixed picture of how the market has...
NYSE:HPQ
NYSE:HPQTech

Is HP’s CEO Change And Reaffirmed Outlook Altering The Investment Case For HP (HPQ)?

Earlier this month, HP Inc. amended its bylaws and announced that long-time CEO Enrique Lores stepped down, with board member Bruce Broussard becoming interim CEO while the board conducts a formal search for a permanent successor. At the same time, HP reaffirmed its first-quarter and full-year 2026 earnings guidance and outlined measures to manage higher memory costs and softer demand in PCs and printing, underscoring both continuity and pressure in its operating backdrop. We’ll now examine...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Assessing Fastly (FSLY) Valuation After Record Q4 Earnings And Strong 2026 Guidance

Fastly (FSLY) is back in focus after reporting record fourth quarter results, returning to an adjusted profit and issuing full year 2026 revenue guidance that came in well above earlier analyst expectations. See our latest analysis for Fastly. The latest results have triggered a sharp re-rating in the market, with a 1-day share price return of 13.84% and a 7-day share price return of 109.40%. The 1-year total shareholder return of 126.27% contrasts with a 5-year total shareholder return of...
NYSE:TSM
NYSE:TSMSemiconductor

Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After An 82% One Year Jump?

If you are wondering whether Taiwan Semiconductor Manufacturing's current share price still makes sense for new money, you are not alone. A closer look at what you are paying for is the focus of this article. The stock recently closed at US$366.36, with returns of 3.1% over 7 days, 7.0% over 30 days, 14.6% year to date and 81.6% over 1 year, plus 321.8% over 3 years and 192.9% over 5 years. These moves have come as Taiwan Semiconductor Manufacturing continues to sit at the center of long...
NYSE:ACN
NYSE:ACNIT

Is Accenture’s (ACN) New AI-Focused CCO Role Reframing Its Long-Term Investment Narrative?

On February 11, 2026, Accenture appointed Rachel Frey as its first chief communications officer, reporting to Chair and CEO Julie Sweet and joining the Global Management Committee. The creation of this new role, building on Frey’s track record positioning Accenture in AI reinvention, signals an increased emphasis on coordinated messaging to employees, investors and broader stakeholders. We’ll now assess how Accenture’s new chief communications officer role, with its AI-focused messaging...
NYSE:CARR
NYSE:CARRBuilding

Will AI-Driven Services and Data Center HVAC Strength Change Carrier Global's (CARR) Narrative?

In early February 2026, Carrier Global reported fourth-quarter and full-year 2025 results showing lower revenue and net income, completed a multi-year US$6.77 billion share repurchase program covering 114,888,374 shares, filed a US$3.06 billion shelf registration for 50,074,109 common shares, and highlighted ongoing softness in residential HVAC alongside strength in commercial and data center-related demand. Carrier also introduced a generative AI-based “Tell Me More” feature in its Abound...
NYSE:TME
NYSE:TMEEntertainment

What Tencent Music Entertainment Group (TME)'s Stimulus-Fueled Rally and New Rivals Mean For Shareholders

In recent days, Tencent Music Entertainment Group has seen its shares react sharply to Chinese government stimulus measures, including interest rate cuts and relaxed mortgage rules that lifted sentiment toward consumer tech platforms. At the same time, investors are weighing concerns about rising competition from Douyin-backed Soda Music and potential margin pressure from Tencent Music’s expansion into concerts and merchandise. Next, we’ll examine how China’s stimulus-driven boost and...
NYSE:RLI
NYSE:RLIInsurance

How First Pacific Advisors’ Small‑Cap Endorsement Will Impact RLI (RLI) Investors

In recent weeks, First Pacific Advisors’ Queens Road Small Cap Value Fund highlighted RLI Corp. as an attractive small-cap specialty insurer, pointing to its stable business, lower valuation multiples, and growing institutional interest. The fund also emphasized RLI’s niche focus and risk-aware culture, where management ties compensation to long-term underwriting profitability and avoids writing unprofitable business. Next, we’ll explore how this endorsement of RLI’s risk culture and...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD TCS AI Deal Links Helios Buildout With Undervalued Stock Story

AMD (NasdaqGS:AMD) and Tata Consultancy Services announced a collaboration to deploy AMD's Helios rack scale AI architecture in India. The partnership targets up to 200MW of AI infrastructure to support India's national AI initiatives. The agreement focuses on co-developing and rolling out AI ready data center solutions for sovereign AI projects. For AMD, which sells CPUs, GPUs and data center accelerators, this move connects its AI hardware directly to a large national build out of...
NasdaqCM:ONCY
NasdaqCM:ONCYBiotechs

A Look At Oncolytics Biotech (ONCY) Valuation After FDA Fast Track Designation For Pelareorep

Oncolytics Biotech (NasdaqCM:ONCY) has moved into focus after the U.S. FDA granted Fast Track Designation to its lead candidate pelareorep in a combination regimen for second line KRAS mutant metastatic colorectal cancer. See our latest analysis for Oncolytics Biotech. The Fast Track announcement has coincided with a sharp near term move, with a 1 day share price return of 26.99% and 7 day share price return of 22.78% taking Oncolytics Biotech to US$1.06. The 1 year total shareholder return...
NYSE:AA
NYSE:AAMetals and Mining

The Bull Case For Alcoa (AA) Could Change Following Possible Aluminum Tariff Cuts Learn Why

In recent days, reports that the Trump administration may cut tariffs on aluminum imports have weighed on sentiment toward US producer Alcoa, raising questions about the competitive position of domestic smelters. The potential easing of trade protection highlights how sensitive Alcoa’s business is to policy shifts that can quickly alter global price and supply dynamics. We'll now examine how possible aluminum tariff reductions could affect Alcoa's existing investment narrative and...
NasdaqGS:ONB
NasdaqGS:ONBBanks

A Look At Old National Bancorp (ONB) Valuation After Its Upgraded SWIFT System Rollout

Old National Bancorp (ONB) has rolled out an upgraded SWIFT architecture using Symmetree by Axletree, aiming to tighten risk controls, improve message compliance, and support real-time tracking for international payments. See our latest analysis for Old National Bancorp. Old National’s recent SWIFT overhaul lands against a backdrop where the share price, now at US$24.77, shows a 6.49% 1 month share price return and a 24.10% 3 month share price return, while the 5 year total shareholder return...
NasdaqCM:IMUX
NasdaqCM:IMUXBiotechs

Immunic (IMUX) Is Up 27.8% After Securing Oversubscribed $400M Raise For MS Push – What's Changed

Immunic, Inc. recently secured an oversubscribed private placement of up to US$400.01 million and outlined plans to complete phase 3 trials and pursue regulatory approval for its multiple sclerosis candidate vidofludimus calcium, while also initiating a CEO search and refreshing its board to support an eventual commercial launch. A distinctive aspect of this update is Immunic’s simultaneous push into both relapsing and primary progressive multiple sclerosis, coupled with bringing in...
NYSE:ROL
NYSE:ROLCommercial Services

A Look At Rollins (ROL) Valuation After A Weather Hit Earnings Miss And Margin Squeeze

Rollins (ROL) is under scrutiny after fourth quarter results fell short of Wall Street expectations on revenue and earnings, with early winter weather weighing on one time and seasonal pest control projects. See our latest analysis for Rollins. That weaker quarter has clearly reset sentiment, with a 1 day share price return of a 1.1% decline and a 7 day share price return of a 9.7% decline, even though the 1 year total shareholder return is 15.8% and the 5 year total shareholder return is...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Assessing Icahn Enterprises (IEP) Valuation After Revenue Decline And Elevated Leverage Concerns

Why Icahn Enterprises Is Back in Focus for Investors Icahn Enterprises (IEP) is drawing fresh attention after recent commentary flagged a 9.6% annual revenue decline over two years and a net-debt-to-EBITDA ratio of 8x, pointing to elevated financial risk. See our latest analysis for Icahn Enterprises. The recent commentary on Icahn Enterprises' revenue pressure and higher leverage comes after a period where the 1 month share price return of 3.2% and year to date share price return of 7.75%...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

A Look At InnovAge Holding (INNV) Valuation After Profitability Return And Upgraded Revenue Guidance

InnovAge Holding (INNV) has drawn fresh attention after reporting second quarter results that showed a move back to profitability, year over year revenue growth, and an increase in full year 2026 revenue guidance. See our latest analysis for InnovAge Holding. The latest earnings release and higher revenue guidance appear to have fed into strong momentum, with an approximate 61% year to date share price return and a 147% 1 year total shareholder return, even after some recent pullback. If...
NYSE:HRL
NYSE:HRLFood

Assessing Hormel Foods (HRL) Valuation As Margin Headwinds Meet New Supply Chain Leadership

Hormel Foods (HRL) is in focus after analyst commentary on margin pressure and turkey-related avian influenza risks coincided with the appointment of former Hershey executive Will Bonifant as the company’s new chief supply chain officer. See our latest analysis for Hormel Foods. The recent management change and margin concerns come after a mixed period for investors, with a 6.5% 90 day share price return but a 12.7% 1 year total shareholder return decline and deeper 3 and 5 year total...
NYSE:MS
NYSE:MSCapital Markets

Assessing Morgan Stanley (MS) Valuation After Record Dealmaking Revenues And New AI Wealth Tools

Morgan Stanley (MS) has been back in focus after reporting record annual revenues from trading and dealmaking, paired with fresh AI tools in wealth management and reinforced by analyst upgrades and rising earnings estimates. See our latest analysis for Morgan Stanley. Those record trading and dealmaking revenues, along with new AI tools and preferred dividend declarations, come after a mixed price patch, with a 9.49% 1 month share price decline, a 7.08% 3 month share price return, and a...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

Assessing SPS Commerce (SPSC) Valuation After Steep Share Price Declines And Growth Reassessment

Event context and recent share performance SPS Commerce (SPSC) has drawn investor attention after a stretch of weaker share performance, with the stock down about 4% over the past week and 31% over the past month. That short term pressure sits alongside a 58% decline over the past year and a 59% total return drop over the past 3 months, prompting closer scrutiny of the company’s fundamentals and valuation. See our latest analysis for SPS Commerce. At a share price of US$61.92, SPS Commerce’s...
NYSE:NET
NYSE:NETIT

Cloudflare (NET) Valuation Checked After Record 2025 Quarter Beat And Strong 2026 Growth Guidance

Cloudflare (NET) just followed its strongest quarter of 2025 with fresh numbers and 2026 guidance, giving investors new reference points on growth, profitability progress, and how AI driven demand might shape the business. See our latest analysis for Cloudflare. The recent earnings beat and upbeat 2026 revenue guidance have helped lift sentiment, with a 5.77% 1 day share price return and 12.72% 7 day share price return. The 3 year total shareholder return above 200% indicates that longer term...
NYSE:DEI
NYSE:DEIOffice REITs

Assessing Douglas Emmett’s Valuation After Strong Q4 Results And Coastal Redevelopment Progress

Douglas Emmett (DEI) is back in focus after its latest earnings update highlighted strong fourth quarter results, with positive office leasing absorption, full multifamily occupancy, and progress on several high-profile redevelopment projects in coastal markets. See our latest analysis for Douglas Emmett. The recent earnings update comes after a challenging run for investors, with the 1 year total shareholder return at a loss of 37.28% and the 5 year total shareholder return down 56.73%...