U.S. Metals and Mining Stock News

NYSE:UNFI
NYSE:UNFIConsumer Retailing

How UNFI’s Digital Upgrades and 4% Natural Sales Growth Have Changed Its Investment Story

United Natural Foods recently reported that its natural product sales grew more than 4% in fiscal 2026, while it rolled out new digital tools, refreshed private-label offerings, and continued heavy investment in modernizing its supply-chain operations. This combination of category growth and technology-driven efficiency initiatives underscores how UNFI is trying to reinforce its role as a key distributor for health-focused retailers and brands. Next, we’ll examine how UNFI’s renewed push...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Earnings Beat and Steady Margins Might Change The Case For Investing In Lincoln Electric (LECO)

In the past quarter, Lincoln Electric Holdings, Inc. reported second-quarter 2026 sales of US$1,219.66 million and net income of US$158.52 million, with diluted earnings per share from continuing operations of US$2.88, and affirmed a quarterly dividend of US$0.79 per share payable on October 15, 2026. Beyond the headline growth, Lincoln Electric’s ability to expand earnings while keeping operating margins stable suggests cost discipline is supporting its higher revenue base. We’ll now...
NYSE:WSO
NYSE:WSOTrade Distributors

Watsco (WSO) Stock Revenue Grew But Margins Kept Sliding

Watsco came into this earnings print with the stock drifting lower for months and another 2.9% slide today, despite posting one of its seasonally strongest quarters. The market is leaning away from the long term HVAC distribution story just as the company reported US$2.1b in Q2 revenue and US$4.28 in basic earnings per share. The headline is not growth at any cost. Investors are focusing on margins. Gross margin landed at 27.5% and trailing net margin sits at 6.1%, both a step down from a...
NYSE:EDU
NYSE:EDUConsumer Services

New Oriental (EDU) Stock Price Meets Profit Recovery And P E Doubts

New Oriental Education & Technology Group saw its stock slip 3.4% to US$56.58, even though the headline number pointed in the opposite emotional direction for many investors. Revenue in the latest quarter reached US$1,529.5m and non GAAP operating income came in at US$110m, which management framed as part of a broader profitability push. The tension today sits squarely between a premium P/E of 18.9x and a business still delivering earnings growth and higher net profit margins. The price fall...
NYSE:EMN
NYSE:EMNChemicals

What Eastman Chemical (EMN)'s Mixed Q2 2026 Earnings Momentum Means For Shareholders

Eastman Chemical Company has reported its second-quarter 2026 results, with sales of US$2,513 million and net income of US$183 million, both higher than the same period a year earlier. While quarterly earnings per share increased year over year, the six-month figures show lower net income and EPS compared with the prior-year period, highlighting a mixed profitability trend beneath the headline growth. We’ll now examine how this mix of higher quarterly sales and income but softer year-to-date...
NYSE:F
NYSE:FAuto

Why Ford (F) Is Up 5.0% After Q2 Loss, Dividend Hold And Geely JV Announcement - And What's Next

In late July 2026, Ford Motor Company reported second-quarter revenue of US$48,296 million and a net loss of US$1,327 million, while still affirming a US$0.15 per-share dividend and outlining a new Europe-focused manufacturing joint venture with Geely at its Valencia, Spain plant. Despite the quarterly loss driven largely by a special-item charge, Ford raised its full-year adjusted earnings and free cash flow guidance, signaling management confidence in cost savings, product mix...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Is Hamilton Lane (HLNE) Using Savant Deal To Redefine Its Wealth Management and Risk Profile?

In recent weeks, Cynosure Partners and Hamilton Lane closed a single-asset continuation vehicle in which Hamilton Lane committed a US$270 million minority stake to Savant Wealth Management, providing liquidity to early Savant partners while keeping existing minority holders, including Kelso & Company and Savant employees, in place. The deal underlines Hamilton Lane’s push deeper into the wealth management ecosystem, highlighting its appetite for complex continuation structures at the same...
NYSE:LNC
NYSE:LNCInsurance

Lincoln (LNC) Cedes $5.8 Billion GUL Block To Talcott In Reinsurance Deal

Lincoln Financial Group (NYSE:LNC) has entered a reinsurance agreement with Talcott Financial Group covering a large portion of its guaranteed universal life portfolio. The deal transfers US$5.8b of in force guaranteed universal life reserves, which represents about 37% of Lincoln Financial's remaining GUL block. The transaction is intended to reduce exposure to capital intensive legacy policies and adjust future subsidiary cash remittances. For investors following Lincoln Financial, this...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners (EPD) Stock May Be Undervalued On Resilient Cash Flow

Enterprise Products Partners has delivered a 146.4% total return over the past five years, yet the latest valuation checks send a more measured signal about how much upside might still be left in the current price of US$38.12. A 146.4% return over five years points to a stock that has already rewarded patient holders, which raises the bar for any new valuation upside. Future cash flow resilience from its midstream infrastructure can support current pricing, while any sustained pressure on...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Is REVTORPYK’s First‑in‑Class FDA Approval Reframing the Investment Case For Celcuity (CELC)?

In July 2026, Celcuity announced that its drug REVTORPYK (gedatolisib) received FDA approval and NCCN Category 1 preferred guideline status for use with fulvestrant, with or without palbociclib, in adults with HR+/HER2- locally advanced or metastatic breast cancer without a PIK3CA mutation after progression on endocrine therapy. A key differentiator is that REVTORPYK is the only FDA-approved therapy targeting all class I PI3K isoforms and both mTORC1 and mTORC2 complexes, supported by...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix (NFLX) Secures Walking Dead Universe Rights In Major Multi Year Deal

Netflix (NasdaqGS:NFLX) has secured global streaming rights to The Walking Dead Universe in a multi-year licensing deal with AMC Global Media. The agreement covers the core series and six spin offs, with availability in markets such as the UK, Italy, Australia, and New Zealand starting in 2027. The deal is described as one of the largest recent streaming content agreements, with co exclusive rights across international territories. Netflix is a global streaming company that relies on a deep...
NYSE:RRC
NYSE:RRCOil and Gas

What Range Resources (RRC)'s Softer Q2 and Completed Buyback Mean For Shareholders

Range Resources Corporation recently reported its second-quarter 2026 results, with revenue of US$833.57 million and net income of US$195.32 million, alongside an update that it repurchased 2,000,000 shares for US$78.35 million, completing a total buyback of 35,915,000 shares under its 2019 authorization. While quarterly revenue and earnings were lower than a year earlier, the company’s stronger first-half results and completion of a multi-year buyback program highlight how capital returns...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex–AbCellera T‑Cell Engager Alliance Might Change The Case For Investing In Vertex Pharmaceuticals (VRTX)

In July 2026, AbCellera Biologics announced a collaboration with Vertex Pharmaceuticals to research, develop, manufacture, and commercialize multispecific T-cell engagers for autoimmune diseases and other conditions, with Vertex funding all R&D and retaining commercialization rights while AbCellera receives US$28 million upfront plus potential milestones and royalties. This alliance adds an immunology-focused antibody platform to Vertex’s existing genetic medicine strengths, potentially...
NasdaqGS:SOLS
NasdaqGS:SOLSChemicals

Solstice Advanced Materials (SOLS) Stock Still Looks Above Fair Value On Raised 2026 Outlook

Solstice Advanced Materials stock has given investors a sharp correction in the past month, yet the current market-multiple view still leans on the expensive side and the broader valuation checks only offer a mixed verdict rather than a clear bargain. The share price is down 35.2% over the past month, which pressures confidence in how much investors are willing to pay for the stock right now. The planned acquisition of Element Solutions may support expectations for a larger advanced...
NYSE:KBR
NYSE:KBRProfessional Services

KBR (KBR) Names Trinzic And Picks Leaders For Mission Technology Spin Off

KBR (NYSE:KBR) has named its planned independent Mission Technology Solutions spin-off "Trinzic." The company also announced executive designations for Trinzic as part of the separation process. This move marks a further step toward formally separating the Mission Technology Solutions business from KBR. KBR operates across government services and technology-focused engineering, with Mission Technology Solutions playing a central role in its defense and intelligence-facing work. The formal...
NasdaqCM:SLS
NasdaqCM:SLSBiotechs

SELLAS Life Sciences Group (SLS) Nears REGAL Readout As Valuation Questions Return

SELLAS Life Sciences Group (SLS) is back in focus as investors watch for the final analysis of its Phase 3 REGAL trial in acute myeloid leukemia, with the pivotal readout reportedly close. See our latest analysis for SELLAS Life Sciences Group. At a share price of $10.29, SELLAS Life Sciences Group has seen a very large 1 year total shareholder return. The 90 day share price return of 108.72% contrasts with a 30 day share price decline of 30.28%, suggesting momentum has cooled as investors...
NYSE:RITM
NYSE:RITMMortgage REITs

Rithm Capital (RITM) Weighs C Corp Shift As It Builds Third Party Asset Management

Rithm Capital (NYSE:RITM) is weighing a potential shift from its current real estate investment trust structure to a traditional C corporation, according to recent management commentary. The company is also working to expand its third party asset management platform and grow fee based revenue streams. Rithm Capital enters this decision point with shares recently trading around $9.87. The stock is up 9.9% over the past week and 5.1% over the past month, while returns year to date and over...
NYSE:HTGC
NYSE:HTGCCapital Markets

Hercules Capital (HTGC) Stock Looks Cheap On Fair Value And Earnings

Hercules Capital stock is coming off a solid 5 year return, yet current checks suggest the market price may still sit below what its fundamentals imply. At the last close of US$15.94, both the intrinsic value estimate from the Excess Returns model and the earnings multiple view point to a market that may be underpricing the company. Hercules Capital has returned 60.3% over the past 5 years, which puts recent short term weakness into a longer term context of gains. Future lending growth and...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf (WULF) Stock Looks Strong On Returns But Overvalued Overall

TeraWulf stock has delivered a very large 3 year gain, yet its current valuation checks do not flag it as a clear bargain. After a sharp run and recent pullback, investors are left weighing strong past returns against a weak overall value score. Over the past 3 years, TeraWulf has returned about 5.8x, which puts extra focus on whether today’s price still leaves much room for error. Recent attention around AI data center financing and sector deals may support growth expectations for TeraWulf,...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD Stock And 2 Consumer Tech Picks Riding The AI Spending Split

Heavy spending on AI by Big Tech is creating a clear split in market opinion. Investors are rewarding companies like Microsoft and Amazon that can point to real AI revenue, while punishing those with vague AI ambitions and weak free cash flow such as Alphabet and Meta. At the same time, consumer appetite for new tech and AI features from companies like Apple and Google remains strong. This article looks at 3 Consumer Technology Innovators that are exposed to this AI news cycle and may offer...
NYSE:DXC
NYSE:DXCIT

Is DXC (DXC) Trading Near-Term Revenue Weakness for a Higher-Conviction AI Transformation?

In late July 2026, DXC Technology issued earnings guidance pointing to an organic revenue decline for both the second quarter and full fiscal 2027, while also reshaping its leadership team and advancing an AI-focused transformation that includes a new President role and expanded AI innovation remit. Alongside this, DXC deepened its AI ambitions through new senior appointments and a partnership and investment with voice AI company ElevenLabs, aiming to embed advanced voice capabilities across...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Lantheus Holdings (LNTH) Pipeline Narrative Holds Firm, Does The Stock Look Fully Valued?

Lantheus Holdings (LNTH) has been drawing attention after its shares last closed at US$101. The stock is higher compared with this time last year, although it has moved lower over the past month. See our latest analysis for Lantheus Holdings. For Lantheus Holdings, the 1 day share price return of 1% comes after a 30 day share price return that is down 9%, while the year to date share price return of 50.14% and 1 year total shareholder return of 41.87% point to momentum that has largely been...
NYSE:ULS
NYSE:ULSProfessional Services

UL Solutions Stock And 2 Legal Services Picks for Rising AI Compliance Demand

Cybersecurity tests that allowed Anthropic’s AI models to breach external firms, along with comparable issues at OpenAI, are a sharp reminder that AI risk is not just technical. It is legal, compliance and reputational. As regulators respond with tighter oversight and higher expectations, spending on legal and compliance services could shift in meaningful ways. For investors, that can mean new potential opportunity or fresh risk depending on how companies sit within this regulatory trend...
NYSE:EXP
NYSE:EXPBasic Materials

Eagle Materials (EXP) Stock Revenue Record Meets Margin And EPS Pressure

Eagle Materials stock slipped about 2.1% today, yet the earnings story is more nuanced than that headline move suggests. Coming into the print, shares had already eased over the past month, so expectations were not stretched. Against that backdrop, the company posted record Q1 fiscal 2027 revenue of US$651 million and basic earnings per share of US$3.30, while still absorbing higher freight costs and a US$6 million hit from downtime at its Mountain cement facility. The market is reacting to...