U.S. Metals and Mining Stock News

Alphatec Holdings stock has fallen about 60.2% year to date, yet its valuation checks still lean towards the shares looking cheap on several measures. This sets up a clear tension between weak price performance and a relatively supportive valuation profile. Year to date, the share price is down 60.2%, which signals that sentiment around Alphatec Holdings has been under pressure for an extended period. Expectations for the company’s ability to grow its spine surgery business can support the...

Diamondback Energy has delivered a powerful run over the last five years, yet the valuation checks now suggest the stock looks closer to fairly priced than clearly cheap. Diamondback Energy has returned 228.0% over five years, which puts more pressure on today’s buyers to judge whether that kind of performance already reflects much of the good news. Expectations for strong production and cash generation from core Permian Basin assets can support the current share price. However, any setback...

Corcept Therapeutics (CORT) is back in focus after the FDA approved Lifyorli, its relacorilant combination for platinum resistant ovarian cancer. This development broadens revenue sources beyond flagship drug Korlym. See our latest analysis for Corcept Therapeutics. Corcept Therapeutics has seen strong share price momentum, with a 30 day share price return of 16.92% and a 90 day share price return of 107.03%. The 1 year total shareholder return of 39.64% and 5 year total shareholder return of...

Earlier this week, Cabot Corporation received an upgrade from Zacks to a Rank #2 (Buy), reflecting increased optimism around its earnings outlook and improved estimate revisions. This shift in analyst sentiment suggests that Cabot's underlying business trends are being viewed more favorably, potentially reinforcing confidence in its longer-term earnings profile. Next, we’ll examine how this improved earnings outlook, as flagged by the Zacks upgrade, interacts with Cabot’s existing investment...

Earlier this week, UiPath came under pressure after OpenAI released its Presence AI agent deployment platform, raising worries about intensified competition in enterprise automation. The comparison has highlighted how UiPath’s Maestro platform differs by coordinating both AI agents and software bots while remaining model-agnostic, which may matter more than headline competition alone. Next, we’ll explore how concerns around OpenAI Presence’s competitive threat could influence UiPath’s...

Old National Bancorp (ONB) drew fresh investor attention after reporting second quarter 2026 results, with higher net income, stronger net interest income and modest net charge offs, alongside ongoing share repurchases. See our latest analysis for Old National Bancorp. At a share price of $26.49, Old National Bancorp has seen stronger momentum build recently, with a 30 day share price return of 3.27% and a 90 day gain of 13.40%. This sits alongside a 1 year total shareholder return of 25.40%...

Lattice Semiconductor (LSCC) is back in focus after reporting better than expected results and issuing stronger guidance, alongside a planned $1b acquisition of AMI to expand its data center and firmware capabilities. See our latest analysis for Lattice Semiconductor. Lattice Semiconductor’s latest guidance and the planned AMI acquisition come after a sharp pullback, with the share price down 7.03% on the day and 10.78% over 30 days. This comes alongside a 63.28% year to date share price...

SLB stock has more than doubled over the past five years, and the latest Discounted Cash Flow (DCF) work still points to an intrinsic value comfortably above the current share price, even as broader valuation checks come through with a more mixed message. SLB has returned 102.9% over the last five years, so current holders are sitting on sizeable gains that put more focus on whether the share price still lines up with fundamentals. Growth potential from subsea contracts and AI focused data...

Patterson-UTI Energy, Inc. recently prepared to report its second-quarter 2026 results, with consensus pointing to a 3 cents per share loss on expected revenues of US$1.15 billion amid pressure across its Drilling Services, Completion Services, and Drilling Products segments and higher operating costs. At the same time, the company’s longer-term profile of annual revenue growth, large US$4.66 billion scale, and improving EBITDA efficiency has kept attention on how its cost structure and...

AMETEK stock has delivered a strong 79.8% return over the past five years, yet current valuation checks, including an intrinsic value estimate based on a Discounted Cash Flow (DCF) model and market multiples, both point to the shares trading at a premium rather than offering clear value. The 79.8% five year return highlights that long term holders have already captured a substantial gain. This can reduce the margin of safety for new investors if fundamentals do not keep pace. Expectations...

Automatic Data Processing (ADP) is back in focus as investors react to projections ahead of its upcoming earnings report, with Wall Street expecting higher earnings per share, revenue and Employer Services segment contribution. See our latest analysis for Automatic Data Processing. Automatic Data Processing's recent 13.75% 1 month share price return and 27.25% 3 month share price return point to building momentum into the earnings release, although the 1 year total shareholder return declined...

Twist Bioscience stock has delivered a very strong 261.2% return over the past 3 years, yet the broader valuation checks point to a company that currently appears expensive rather than obviously cheap. That tension between a powerful share price run and a low value score is what investors now have to weigh. Twist Bioscience's 261.2% return over 3 years highlights how much optimism is already reflected in the share price. Expectations around the company turning its science into durable...

Earlier this month, BrightSpring Health Services was moved from the S&P 600 to the S&P 400 and S&P 400 Health Care indices, reflecting its reclassification within the US mid‑cap universe. This index shift, coinciding with strong quarterly results and revenue growth ahead of healthcare peers, has increased the company’s visibility among institutional investors and index‑tracking funds. We’ll now explore how BrightSpring’s move into the S&P 400, alongside its recent operating performance, may...

With the average 30 year mortgage rate at 6.58% and the 10 year Treasury yield at 4.7%, banks and mortgage lenders are sitting at the center of some powerful cross currents in borrowing costs, inflation expectations and housing activity. Higher rates can reshape profit pools, squeeze some business lines and open opportunities in others. This article breaks down how that rate backdrop and the recent conflict driven move in oil prices tie into the Financial Sector, Banks and Mortgage Lenders...

Delays at the Rosebank oilfield, now expected to push first production to at least 2027, have put a spotlight on stocks tied to North Sea projects. When equipment is stuck on the seabed and rigs are idle for months, project cash flows and investor expectations can quickly shift. This article looks at how that kind of disruption, along with uncertain UK government decisions on future North Sea drilling, may pressure companies closely linked to offshore development. It will walk through 3...

In mid-July 2026, Virtu Financial reported second-quarter revenue of US$1,190 million and net income of US$285 million, alongside preliminary guidance confirming basic and diluted EPS of US$1.63 for the quarter ended June 30, 2026. An Artisan Partners investor letter subsequently highlighted Virtu’s franchise strength, disciplined risk profile, and growth initiatives under a new CEO, prompting the manager to raise Virtu to a higher portfolio position. We’ll now examine how Virtu’s strong Q2...

In the second quarter of 2026, Chubb Limited reported earnings above analyst estimates, supported by higher underwriting and investment income, modest consolidated net premium written growth of 3.6% across its Property & Casualty and Life Insurance segments, and the completion of a multi-year US$4.45 billion share repurchase program totaling 14,811,112 shares. At the same time, Chubb reshaped leadership at its global reinsurance arm, Chubb Tempest Re, naming long-time industry veteran James...

Zoom Communications (ZM) is back in focus after the company expanded Carlos Quaderi’s remit by appointing him Head of Asia Pacific, a move that puts more attention on its APAC growth ambitions. See our latest analysis for Zoom Communications. Recent trading has been choppy for Zoom Communications, with the share price up 4.61% over the last day and posting a 2.95% 30 day share price return. The 1 year total shareholder return of 17.60% contrasts with a much weaker 5 year total shareholder...

With investors watching inflation, energy prices, and interest-rate decisions across major economies, companies linked to aerospace and defense sit at the crossroads of government spending, security demand, and complex global supply chains. The Aerospace And Defense stock screener filters this universe down to businesses that are directly connected to aircraft, space, and defense equipment or services, helping you cut through a crowded sector. In this article you will see 3 stocks from this...

Election rules are back in the headlines after a federal appeals court blocked President Trump’s executive order on mail in voting, and that legal back and forth is feeding into expectations for media and advertising activity around November. For investors, the key question is how this legal pause and the preserved status quo for mail in voting might influence companies that rely on election season attention and spending. This article breaks down 3 stocks from our Media and Advertising Stocks...

Autodesk recently joined the Alliance for OpenUSD, backing efforts to secure ISO certification for the OpenUSD Core Specification 1.1 and promote a unified 3D data layer across gaming, extended reality, and enterprise workflows. This move ties Autodesk’s tools more closely to an emerging standard for interoperable 3D content and agentic AI workflows, potentially deepening its relevance across design-intensive industries. We’ll now examine how Autodesk’s deeper commitment to OpenUSD-based...

Earlier this week, The Southern Company declared a quarterly dividend of US$0.7600 per share payable on September 8, 2026, while its Georgia Power unit entered a 25-year agreement to supply electricity to OpenAI’s planned Georgia data center under a federally supported infrastructure plan. The OpenAI deal, which has the customer covering all related infrastructure and service costs, underscores Southern’s role in powering energy-intensive AI data centers while supporting long-term grid...

Regal Rexnord (RRX) drew fresh attention after its board met on July 20, 2026 and affirmed a quarterly dividend of $0.35 per share, payable October 14, 2026. See our latest analysis for Regal Rexnord. At a share price of $212.74, Regal Rexnord has seen short term share price returns move around, with the 7 day gain of 2.87% set against a 30 day share price return that is down 2.75%. The year to date share price return of 45.61% and 1 year total shareholder return of 36.48% point to momentum...

Waters stock has delivered a 31.1% return over the past three years, and the current checks tell a mixed story, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while earnings-based multiples lean the other way. Over three years, Waters has returned 31.1%, which puts recent price action in focus when judging whether the current level offers enough value cushion. Expectations for continued profit growth can support the intrinsic value case, while any...