Advanced Materials

Business

Solstice Advanced Materials Stock Surges 32% in a Month: Is the Rally Justified?

Shares of Solstice Advanced Materials (SOLS) have rocketed over 30% in the past month, prompting investors to scrutinize whether the move aligns with the company's fundamentals. A deep dive into valuation metrics reveals a complex picture, with discounted cash flow models suggesting significant upside while traditional multiples paint a more cautious story.

Feb 5, 2026

Business

Cramer's Contrition: Calls Solstice Advanced Materials 'Fantastic,' Admits Premature Sale

CNBC's Jim Cramer heaped praise on Solstice Advanced Materials (SOLS), a Honeywell spin-off, calling it a 'terrific' stock and expressing regret for selling his position too early during a recent 'Mad Money' segment.

Feb 4, 2026

Business

Arkema and Senior Forge Strategic Pact to Accelerate Next-Generation Battery Materials

French specialty chemicals leader Arkema and China's Senior Technology have entered a comprehensive collaboration to fast-track the development and industrial-scale production of advanced materials for lithium-ion batteries, targeting the booming electric vehicle and energy storage markets.

Feb 4, 2026

Business

Analysts Bullish on Applied Materials as AI Spending Fuels Semiconductor Equipment Demand

A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.

Jan 31, 2026

Business

Energy Fuels Moves to Acquire Australian Strategic Materials, Accelerating Push for Non-Chinese Rare Earths Supply

In a strategic move to diversify global supply chains for critical minerals, uranium and rare earths producer Energy Fuels has entered into an agreement to acquire Australian Strategic Materials. The deal aims to bolster a Western-centric supply chain for rare earth elements, reducing reliance on Chinese production.

Feb 4, 2026

Business

Applied Materials Stock: Wall Street's Bullish Bet on the AI Chip Boom

As Applied Materials stock soars past the market, analysts are increasingly optimistic about the semiconductor equipment giant's pivotal role in powering the next wave of AI-driven chip manufacturing.

Feb 4, 2026

Business

Applied Materials Stock Soars 80% in a Year: Is the Rally Running Out of Steam?

Shares of semiconductor equipment giant Applied Materials have skyrocketed over 80% in the past 12 months, fueled by the AI boom and chipmaking expansion. As the stock trades near $318, investors are grappling with a critical question: is this a sign of enduring strength or a warning of overvaluation?

Feb 4, 2026

Business

Applied Materials Poised for AI-Driven Surge as Chip Demand Accelerates

Semiconductor equipment giant Applied Materials (AMAT) is demonstrating remarkable resilience and strategic positioning to capitalize on the next wave of AI infrastructure spending, with strong financials and a deep technological moat signaling potential upside.

Feb 4, 2026

Business

U.S. Government Acquires Strategic Stake in MP Materials to Bolster Rare Earth Independence

In a significant move to secure domestic supply chains for critical minerals, the U.S. government has taken a direct 15% equity position in MP Materials. This strategic investment, paired with expanded federal contracts, aims to reduce reliance on foreign sources for rare earths essential to defense and green energy technologies.

Feb 2, 2026

Business

Analysts Bullish on Applied Materials as Chip Spending Surge Lifts Equipment Giant

Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.

Feb 2, 2026

Business

Mizuho Upgrades Applied Materials to Outperform, Citing Strong Global Chip Equipment Demand

Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.

Jan 30, 2026

Business

U.S. Bets on Rare Earths Diversity with $1.6 Billion Rival Backing, MP Materials Navigates New Policy Landscape

The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.

Jan 30, 2026

Business

Chip Giant ASE Forecasts Advanced Packaging Business to Double, Hitting $3.2 Billion by 2026

ASE Technology Holding, the global leader in semiconductor packaging and testing, projects its advanced packaging revenue will surge to $3.2 billion within two years, fueled by booming demand for AI and high-performance chips.

Feb 5, 2026

Business

Cabot Navigates Turbulent Tire Market as Battery Materials Shine in Q1

Cabot Corporation's fiscal Q1 2026 results reveal a tale of two segments: its core Reinforcement Materials business faces stiff headwinds from weak tire demand and Asian imports, while its Performance Chemicals unit, led by battery materials, posts robust growth. The company tightens its full-year EPS guidance and outlines cost-cutting measures to bolster cash flow.

Feb 5, 2026

Business

MP Materials: A Rare Earth Powerhouse Trading at a Discount or a Pricey Speculative Bet?

MP Materials' stock has surged over 150% in the past year, riding the wave of critical mineral supply chain focus. Yet, a deep dive into its valuation reveals a stark contradiction: while a cash flow model suggests significant undervaluation, its sky-high revenue multiple signals caution. Investors are left weighing its strategic position against its current price tag.

Feb 5, 2026

US

DOJ Review Finds Attorney Mishandled Sensitive Materials in Politically Charged Investigations

An internal Justice Department review has found that attorney Ed Martin, a Trump appointee, improperly shared grand jury materials related to investigations of political figures. The findings led to his removal from a key role and eventual departure from the department.

Feb 4, 2026

Business

Ford and Geely in Advanced Talks for European Manufacturing Alliance, Potentially Reuniting Volvo's Past and Present

Ford Motor Company and China's Geely are negotiating a strategic partnership that could see Geely utilize Ford's European factories for production, while sharing advanced vehicle technologies, in a move that reshapes the continent's automotive landscape.

Feb 4, 2026

Business

Vulcan Materials Under the Microscope: Growth Concerns and a Value Alternative

While Vulcan Materials (VMC) has kept pace with the broader market, a closer look reveals potential headwinds in shipment volumes, revenue projections, and margins. We examine the risks and highlight a more resilient investment opportunity favored by legendary investors.

Feb 4, 2026

Business

Analysts Flag Caution on Martin Marietta Materials, Suggest Alternative Plays

While Martin Marietta Materials (MLM) has mirrored the S&P 500's recent gains, a deeper dive into its financials reveals concerns over growth trajectory and valuation, prompting some analysts to recommend looking elsewhere for opportunity.

Feb 4, 2026

Business

Advanced Drainage Systems Set to Report Q4 Earnings Amid Mixed Sector Performance

Advanced Drainage Systems (NYSE: WMS) is scheduled to release its fourth-quarter financial results before the market opens on Thursday, with analysts projecting flat revenue growth against a backdrop of strong performance from some industry peers.

Feb 4, 2026