NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

Calumet (CLMT) Is Down 8.8% After Q2 Loss Widens Despite Strong Renewables Execution – Has the Bull Case Changed?

Calumet, Inc. recently reported second quarter 2025 financial results, posting sales of US$1.03 billion and a net loss of US$147.9 million, both down versus the prior year period. Despite the larger loss, the company highlighted ongoing regulatory progress and strong operational execution, particularly in its Montana Renewables segment. We will explore how the rise in losses, despite solid renewables execution, may impact Calumet's longer-term investment outlook. The latest GPUs need a type...
NYSE:WS
NYSE:WSMetals and Mining

Did Hedge Fund Buying Just Shift Worthington Steel’s (WS) Investment Narrative This Quarter?

Worthington Steel, Inc. recently rebounded in the second quarter following strong fiscal fourth quarter results ending in May, with more hedge funds adding the company to their portfolios compared to the previous quarter. This renewed investor interest, alongside continued support from firms such as Springview Capital Management, highlights Worthington Steel's appeal as a cyclical opportunity despite previous underperformance. We'll explore how increased hedge fund ownership could shape...
NYSE:ADT
NYSE:ADTConsumer Services

S&P Upgrade and Apollo Exit Could Be a Game Changer for ADT (ADT)

On August 13, 2025, S&P Global Ratings upgraded ADT Inc. to a ‘BB’ rating, citing improved credit metrics and a significant reduction in ownership by financial sponsor Apollo, whose holding in ADT has fallen to around 14%. This governance change is expected to support stronger oversight and more disciplined financial policies as ADT focuses on enhancing its cash flows and capital allocation priorities. We'll explore how S&P's increased confidence in ADT's financial health could influence the...
NYSE:TDY
NYSE:TDYElectronic

Will Teledyne’s (TDY) New eMMC Module Deepen Its Edge in Mission-Critical Markets?

Earlier this month, Teledyne HiRel Semiconductors released a new industrial-grade embedded MultiMediaCard (eMMC) module featuring 128GB of eMMC 5.1-compliant storage designed for high-speed, long-term reliability in challenging environments such as aerospace, defense, and edge computing. This launch highlights Teledyne’s commitment to product innovation tailored for critical sectors, adding further support to its presence in rugged and mission-critical applications. We'll now consider how...