U.S. Metals and Mining Stock News

Oil prices have just swung lower, with Brent crude pulling back to US$92.12 after briefly moving above US$100, as tensions between the US and Iran cooled and military strikes paused around the Strait of Hormuz. For consumer discretionary stocks, that shift in energy costs can influence everything from shopper confidence to travel budgets. At the same time, shipping routes remain disrupted, so the picture is far from simple. This article walks through 3 US Consumer Discretionary stocks that...

In July 2026, First American Financial reported second-quarter revenue of US$2,117.3 million and net income of US$218.5 million, while affirming a disciplined, synergy-focused acquisition strategy and steady technology investment plans. A key development was First American Data & Analytics making its extensive property intelligence datasets available within Esri’s ArcGIS ecosystem, deepening the company’s role in GIS-driven property and risk analysis workflows. We’ll now examine how this...

SouthState Bank Corporation has reported its second-quarter 2026 results, including US$575.95 million in net interest income, US$230.02 million in net income, net charge-offs of US$8 million, a higher quarterly dividend of US$0.66 per share, and completion of a 2.53% share repurchase program totaling US$247.6 million. Together, stronger earnings, modest credit costs, a dividend increase, and sizable buybacks point to management’s confidence in SouthState’s balance sheet and long-term capital...

On July 22, 2026, UFP Industries’ board declared a quarterly cash dividend of US$0.36 per share, payable September 15, 2026, to shareholders of record on September 1, 2026, reflecting a 3% increase from the 2025 dividend rate. This dividend increase highlights management’s willingness to return more cash to shareholders, reinforcing the company’s stance on capital deployment and income-focused appeal. We’ll now examine how this higher quarterly dividend shapes UFP Industries’ investment...

With inflation, energy prices and interest-rate expectations all pulling on markets at once, many investors are looking for themes that are closely linked to government spending, long-lived contracts and essential services. The Aerospace And Defense screener focuses on companies that manufacture or provide services to this sector, which is often tied to national priorities and long planning cycles. This article highlights 3 stocks from the Aerospace And Defense screener and explains how each...

In July 2026, Marcus & Millichap’s IPA Capital Markets division hired Ryan Demadis as managing director in its Boston office, where he brings broad debt and equity financing experience across industrial and multifamily properties in the Northeast. Demadis’ history of closing over US$1.00 billion in financing across diverse capital sources could deepen Marcus & Millichap’s capital markets capabilities and client relationships in a key region. Next, we’ll examine how adding Demadis’ industrial...

F.N.B (FNB) is back on investor radars after reporting second quarter results with higher net interest income and net income year over year, alongside updated full year net interest income guidance. See our latest analysis for F.N.B. At a share price of $19.05, F.N.B has a 90 day share price return of 7.38% and a year to date share price return of 10.82%. The 1 year total shareholder return of 24.83% and 5 year total shareholder return of 100.38% point to stronger gains over longer holding...

Governance and capital return changes at MillerKnoll MillerKnoll (MLKN) has drawn investor attention after its board adjusted director retirement rules and reported progress on a long running share repurchase program totaling hundreds of millions of US dollars. On July 14, 2026, the board removed an age 72 cap from the company’s bylaws, updated governance guidelines to lift the retirement age to 75, and allowed limited waivers when it considers this to benefit shareholders. Separately, the...

Recent twists in EU sanctions on Russian LNG have opened a narrow window where regulation, politics and shipping intersect in complex ways. For investors, that can mean fresh questions about which European LNG transport stocks might benefit from the current rules and which could face longer term headline and policy risk. This article walks through three stocks exposed to the latest sanctions news, all positioned on the potentially positive side of this theme, and explains how their business...

In July 2026, Surgery Partners, Inc. reaffirmed its 2026 earnings guidance, keeping expected revenues in the US$3.35 billion to US$3.45 billion range. This reaffirmation signals management’s confidence in the company’s operational plans and demand outlook, despite a recently mixed short-term share performance. Next, we’ll examine how reaffirming the US$3.35–US$3.45 billion revenue outlook shapes Surgery Partners’ existing investment narrative and risk profile. AI is about to change...

Clarivate’s recent contract wins put AI capabilities in focus Clarivate (CLVT) has just been selected to power AI assisted image search for the U.S. Patent and Trademark Office and to modernize France’s national academic library system, drawing investor attention to its core data and software offerings. See our latest analysis for Clarivate. Despite recent contract wins, Clarivate’s share price has been under pressure, with a 30 day share price return of 4.23% lower, a year to date share...

Dividend declaration and what it means for EVERTEC investors EVERTEC (EVTC) set its latest shareholder payout in motion as the Board declared a regular quarterly dividend of $0.05 per share, payable September 4, 2026 to investors of record on August 3, 2026. See our latest analysis for EVERTEC. Following the dividend declaration, EVERTEC's recent 1 day share price return of 2.24% and 1 month share price return of 8.62% contrast with a 1 year total shareholder return that declined 9.63%,...

Shareholders might have noticed that Deckers Outdoor Corporation ( NYSE:DECK ) filed its first-quarter result this time...

Why Waters Is Back in Focus for Investors Waters (WAT) is back on investor radar as its role in supplying analytical instruments and software links directly to accelerating recurring revenues, higher service plan uptake, and growing e-commerce activity, with margins also under review. See our latest analysis for Waters. At a share price of US$374.68, Waters has seen a 24.59% 90 day share price return and a 23.92% 1 year total shareholder return, signalling building momentum as investors...

Recent commentary on Live Nation Entertainment has highlighted slower sales growth, rising capital intensity, and weaker operating margins, prompting questions about the resilience of its free cash flow amid ongoing antitrust scrutiny of Ticketmaster and concerns over ticketing fees and customer trust. This combination of operational pressure and legal overhang is now a central issue for investors assessing how Live Nation balances growth ambitions with regulatory and reputational...

IGNITE contract puts Dell Technologies stock in the AI and HPC spotlight Dell Technologies (DELL) has drawn fresh attention after Texas A&M Engineering Experiment Station selected the company to design and build IGNITE, a large shared AI and high performance computing platform. The state funded project positions Dell at the center of a major academic AI infrastructure build. It gives investors another concrete data point to weigh alongside the company’s AI server business and recent share...

NNN REIT’s board previously approved a quarterly dividend of US$0.62 per share, payable August 14, 2026 to shareholders of record on July 31, 2026, representing a 3.3% increase. This payout hike marked NNN REIT’s 37th consecutive annual dividend increase, placing it among only three publicly traded REITs with such a record. We’ll now examine how NNN REIT’s 37-year streak of annual dividend increases shapes and reinforces its broader investment narrative. Outshine the giants: these 16...

Global industrial stocks are sitting at the crossroads of several powerful stories, from easing war risks and softer oil prices to fresh questions around tariffs, AI supply chains, and elevated sector valuations. The Global Industrial Leaders screener filters for larger, financially resilient companies that appear to command market confidence, and some of those stocks look closely exposed to the latest headlines. This article walks through 3 stocks from that screener that could be positively...

STAAR Surgical (STAA) guided second quarter 2026 net sales to more than $90 million, compared with $44.3 million a year earlier. This update immediately puts revenue momentum at the center of the investment debate. See our latest analysis for STAAR Surgical. The latest guidance lands against a mixed trading backdrop for STAAR Surgical, with the share price down 20.18% over the past month and 12.43% over the past quarter. The 1 year total shareholder return is 21.45%, but the 5 year total...

AI Infrastructure Stocks sit at the crossroads of powerful trends investors are watching right now, from inflation and energy prices to shifting interest rate paths and mixed growth signals across regions. As capital flows toward the physical backbone of AI, this theme focuses on companies that supply the data centers, cooling, power and connectivity that turn AI demand into actual revenue and cash flow. This article highlights 3 notable stocks from the AI Infrastructure Stocks screener,...

IMAX (IMAX) moved back into the spotlight after reporting second quarter 2026 results, with revenue of $102.84 million and net income of $15.4 million, alongside ongoing share repurchases and new technology partnerships. See our latest analysis for IMAX. IMAX stock has pulled back slightly in the last session, with a 1 day share price return that declined 1.32%, but the 7 day share price return of 12.38% and year to date share price return of 20.43% sit alongside a 1 year total shareholder...

Over the past year, Helmerich & Payne has delivered a very large share price return while still being assessed as undervalued based on discounted cash flow analysis and market multiples. The company’s continued push into digitalization and automation of drilling, alongside a recently declared US$0.25 per-share cash dividend, is shaping perceptions of stronger cash flow support for its current valuation. Next, we’ll examine how the perceived undervaluation, supported by drilling...

Florida Energy Pathway project puts Chesapeake Utilities in focus Chesapeake Utilities (CPK) drew fresh investor attention after announcing the Florida Energy Pathway, a planned intrastate natural gas pipeline in south Florida anchored by long term commitments from multiple investment grade shippers. See our latest analysis for Chesapeake Utilities. The Florida Energy Pathway announcement arrives after a steady run in Chesapeake Utilities' shares, with a 30 day share price return of 7.85% and...

DexCom (DXCM) is back in focus after Health Canada authorized the Dexcom G7 15 Day continuous glucose monitoring system, extending approved sensor wear to 15.5 days for adults with diabetes. See our latest analysis for DexCom. At a share price of $71.54, DexCom has seen a 20.6% 90 day share price return even as the 1 year total shareholder return is down 20.1%. This suggests recent momentum has improved while longer term holders still sit on losses. If this kind of regulatory catalyst has...