U.S. Metals and Mining Stock News

Structure Therapeutics (GPCR) has been in focus after encouraging Phase 2 results for its lead obesity drug candidate, aleniglipron, as well as a new licensing deal with Genentech covering patents tied to CT-996. See our latest analysis for Structure Therapeutics. Those aleniglipron Phase 2 results and the Genentech licensing deal have arrived after a strong run, with a 90 day share price return of 127.71% and a 1 year total shareholder return of 172.69%, suggesting momentum has recently been...

In early January 2026, Vistra announced it had entered into 20-year power purchase agreements with Meta to supply more than 2,600 megawatts of zero-carbon nuclear energy from three PJM-region plants, including significant capacity uprates and plans to seek 20-year license extensions for each reactor. This long-duration, nuclear-backed deal effectively makes Vistra a core energy partner for Meta’s AI data center build-out while underpinning local jobs, tax revenue, and grid reliability in...

Adecoagro’s latest move and why it matters Adecoagro (AGRO) is back in focus after a major bank upgraded its rating, following a US$308m capital increase in December and the acquisition of fertilizer producer Profertil. The deal shifts part of Adecoagro’s exposure away from sugar and ethanol into fertilizers, a business that carries urea price risk but adds a different earnings stream that investors will now be watching closely. See our latest analysis for Adecoagro. At a share price of...

Why Levi Strauss (LEVI) is back on investors’ radar Levi Strauss (LEVI) is drawing fresh attention after its Spanish subsidiary entered Colombia, generating €31 million in its first year and reporting €90.16 million in consolidated turnover for fiscal 2024. See our latest analysis for Levi Strauss. At a share price of $21.75, Levi Strauss has a year to date share price return of 4.47%, while its 1 year total shareholder return of 28.54% suggests momentum has been building as investors weigh...

In recent days, Lyft and Uber drivers in San Francisco have protested Waymo’s self‑driving taxis and raised concerns about fare transparency, prompting regulators to revisit rules for autonomous vehicles and app‑based transport platforms. The pushback from human drivers and growing political interest in how platforms share ride revenue with workers highlight that Lyft’s long‑term model depends as much on regulatory decisions and labor relations as on app features and pricing. We’ll now...

S&T Bancorp recently reported past-quarter results showing year-on-year revenue growth that exceeded analyst expectations, with management highlighting strong return metrics and operational performance. These results have drawn renewed investor attention to the bank’s ability to generate resilient returns amid competitive and regulatory pressures in its regional markets. We’ll now examine how this stronger-than-expected revenue performance and highlighted return metrics influence S&T...

BofA Securities and Barclays recently took fresh looks at SiteOne Landscape Supply (SITE), citing its role in a fragmented market, progress on costs, and expectations for EBITDA margin improvement as key parts of their updated views. See our latest analysis for SiteOne Landscape Supply. Those upbeat views from BofA and Barclays land on a stock that has been gaining traction, with a 1-day share price return of 5.43% helping lift the year to date share price return to 12.31%. The 1-year total...

Why TeraWulf’s pivot to high-performance computing is drawing fresh attention TeraWulf (WULF) is back in focus after a major analyst upgrade tied to its shift from pure Bitcoin mining toward high-performance computing, along with new project-level financing for a large Texas joint venture. See our latest analysis for TeraWulf. Despite a softer patch recently, with a 30 day share price return of 8.58% decline and a 90 day share price return of 15.27% decline, TeraWulf’s very large 1 year total...

In recent days, industrial names including Albany International Corp. rallied after investors reacted to a proposed US$1.50 trillion US defense budget for 2027 and improving energy cost stability, which together lifted sentiment toward defense-linked and heavy industry companies. The move highlights how policy-driven defense spending expectations can spill over into adjacent manufacturers such as Albany, even without company-specific announcements. Against this backdrop of renewed interest...

On January 7, 2026, V2X, Inc. expanded its Board of Directors from seven to ten members, appointing Nicole B. Theophilus, Gerard A. Fasano, and Ross S. Niebergall to different director classes and key committees. The addition of leaders with deep experience in human capital, defense technology, and government contracting signals a push to strengthen oversight in areas central to V2X’s operations. Next, we’ll examine how adding defense and human capital veterans to the board could influence...

Analyst upgrades and what they might mean for REGN Regeneron Pharmaceuticals (REGN) has come into focus after multiple analysts, including Bank of America Securities, shifted to Buy ratings with upbeat commentary that appears to have supported recent interest in the shares. Those upgrades arrived as the stock recently touched a new 52 week high and gained 2.9% on the day of the initial Bank of America move. This signaled that professional opinion and market pricing briefly moved in the same...

In early January, Amkor Technology outlined a US$7.00 billion plan to build a new advanced packaging and test campus in Arizona and to streamline its Japanese operations, aiming to enhance manufacturing efficiency and capacity for AI-related chips and GPUs. This expansion underscores Amkor’s push to become a key player in advanced CoWoS packaging for AI workloads, while targeting margin improvement through its optimized footprint in Japan. We’ll now examine how Amkor’s multi‑billion‑dollar...

First Solar (FSLR) is back in the spotlight after Jefferies cut its rating to Hold, citing repeated guidance reductions, significant de bookings, and tougher market conditions in Germany that coincided with a sharp share price drop. See our latest analysis for First Solar. That downgrade and the class action headlines have hit sentiment in the short term, with the share price at US$238.66 and a 7 day share price return of 12.26% and a 30 day share price return of a 6.33% decline. Even though...

NeoGenomics (NEO) shares are back in focus after the company announced Board changes, with long serving director Dr. Alison L. Hannah resigning and diagnostics veteran John P. “Jack” Kenny taking her seat. See our latest analysis for NeoGenomics. The Board reshuffle follows a period of firm share price momentum, with NeoGenomics posting a 40.30% 3 month share price return and a 4.20% 1 year total shareholder return from a current share price of $13.16. If this kind of leadership change has...

On December 30, 2025, Plug Power and Walmart entered a 15‑year Release Event License Agreement giving Walmart contingent access to escrowed GenKey materials for internal maintenance while preserving Plug Power’s intellectual property and setting structured license fees and indemnities. Crucially, Walmart terminated its 2017 transaction agreement and forfeited all vested and unvested Plug Power warrants, removing a very large potential share issuance and easing concerns about future dilution...

Recent US actions in Venezuela, including the reported arrest of President Nicolas Maduro and talk of loosening sanctions on Venezuelan crude, have put Valero Energy (VLO) in sharper focus for many investors. See our latest analysis for Valero Energy. That Venezuela backdrop sits alongside a 10.1% 30 day share price return and 14.2% 90 day share price return to US$185.28, while the 1 year total shareholder return of 43.3% and 5 year total shareholder return of 281.3% point to momentum that...

The recent dismissal of all claims in a federal securities class action against NANO Nuclear Energy (NNE) has put the company’s legal risk in sharper focus for investors tracking the nuclear microreactor space. See our latest analysis for NANO Nuclear Energy. At a share price of $32.01, NANO Nuclear Energy’s 1 day share price return of 3.15% decline and 90 day share price return of 41.14% decline sit alongside a 1 year total shareholder return of 56.99%. This suggests near term momentum has...

If you are wondering whether Duolingo at US$176.66 still makes sense for your portfolio, the real question is how that price compares with what the business might reasonably be worth. The stock has seen mixed returns, with a 4.6% decline over the last 7 days and a 10.0% decline over the last 30 days, while year to date it is roughly flat at a 0.1% return. The 1 year return sits at a 44.2% decline, compared with a 122.6% return over 3 years. Recent headlines have focused on Duolingo's...

In early January 2026, Pottery Barn Kids and Pottery Barn Teen, brands of Williams-Sonoma, announced a new collaboration with accessories label Stoney Clover Lane, launching vibrant, customizable bedding, travel gear, seating and décor for nurseries, kids’ and teens’ rooms. The partnership broadens Williams-Sonoma’s appeal to younger, design-conscious households by pairing its established home-furnishings capabilities with Stoney Clover Lane’s personalization-focused aesthetic across core...

Illinois Tool Works (ITW) shares recently moved higher alongside a broader industrial rally, as investors reacted to a proposed increase in the U.S. defense budget and easing input costs that lifted sentiment across heavy manufacturing names. See our latest analysis for Illinois Tool Works. That sector driven bump comes after a steadier period, with the share price at US$255.12 and a year to date share price return of 2.25%. The 1 year total shareholder return of 4.73% and 5 year total...

First Horizon recently announced a series of leadership promotions, expanding regional and market president roles across Louisiana, Texas, New Orleans and Atlanta to deepen local client service and expertise. By elevating long-tenured leaders with strong local banking experience, the company is signaling renewed emphasis on region-specific growth and client relationships. We’ll now explore how elevating experienced regional leaders could influence First Horizon’s investment narrative and...

Kaiser Aluminum has appointed Hugh (Jack) J. Barger, III as Executive Vice President – Sales and Marketing effective January 1, 2026, while former commercial leader Blain A. Tiffany moved into an Advisor to the CEO role under a planned succession that is now underway. This carefully phased handover of commercial leadership highlights Kaiser Aluminum’s emphasis on continuity in customer relationships and sales execution during 2026. Next, we’ll consider how this planned shift in sales and...

Euronet Worldwide, Inc. has entered into a strategic partnership agreement with Greece's CrediaBank to acquire its merchant acquiring business, signaling significant developments in the digital payment sector. This transaction, anticipated to close in the third quarter of 2026 pending regulatory approvals, will consolidate Euronet's standing in Greek merchant services by merging with CrediaBank's portfolio. Additionally, the collaboration includes the provision of financial services to...

We can readily understand why investors are attracted to unprofitable companies. For example, although...