As UPS announces a major workforce reduction linked to its Amazon partnership, investors are weighing the logistics giant's strategic pivot against its hefty 6% dividend yield. The move underscores a broader industry recalibration for profitability in a changing delivery landscape.
Major U.S. federal investment to build a domestic rare earth supply chain emerges as a direct competitive threat to Lynas Rare Earths, coinciding with the planned retirement of its long-serving CEO Amanda Lacaze. The developments test the Australian miner's strategic position in a market defined by geopolitical tensions and supply security concerns.
Chevron Corporation raises its dividend for the 39th consecutive year, backed by robust operational performance, strategic acquisitions like Hess, and a diversified growth pipeline that promises sustained shareholder returns.
The Trump administration is moving to establish a major national stockpile of critical minerals, with a $10 billion federal loan and private investment, aiming to reduce reliance on foreign supplies for key technologies.
A damning report from the EU's financial watchdog reveals the bloc's struggle to secure the minerals essential for its climate goals, highlighting failed trade deals, stalled recycling, and persistent over-reliance on external suppliers.
Forrestania Resources moves to 100% ownership of the historic Mt Palmer gold project in Western Australia through a share-based acquisition, aiming to fast-track development and feed its Lake Johnston processing facility.
Despite recent guidance revisions, Mobileye Global retains strong buy ratings from analysts who see significant upside potential, as the company positions 2026 for a strategic transition in the autonomous driving sector.
Chinese biotech firm Arctic Vision moves to create an integrated ophthalmology powerhouse by acquiring MDCO Technology's device business, combining drug and device expertise to address unmet needs in eye care.
Facing softer demand and tariff volatility, Minerals Technologies (MTX) reported steady 2025 sales of $2.1B but saw margins contract. Leadership emphasized cost discipline and safety while detailing a series of expansion projects poised to drive a meaningful rebound in the coming year.
Investment firm Needham & Company has reiterated its Buy rating and $21 price target for TeraWulf (WULF), citing the company's strategic shift from Bitcoin mining to high-performance computing and AI infrastructure as a core growth catalyst.
Silvercorp Metals has solidified its expansion into Central Asia by acquiring a majority stake in Chaarat ZAAV CJSC, forming a joint venture with state-owned Kyrgyzaltyn to develop permitted gold projects. The move signals a strategic pivot for the historically silver-focused miner as it seeks to balance geographic and commodity risks.
The new campus in McBee, SC, aims to bolster North American supply chains for critical minerals, starting with a 2,000-ton annual processing capacity for magnet scrap.
Commonwealth Bank of Australia has partnered with Mastercard to conduct the nation's first pilot of authenticated 'agentic' payments, a move that could redefine how transactions are initiated and managed by artificial intelligence.
Target is launching its largest-ever spring beauty collection, introducing over 3,000 new, predominantly budget-friendly items alongside redesigned in-store experiences and key leadership appointments, signaling a major strategic push to capture market share in the lucrative beauty sector.
Uber's vast trove of real-world driving data has become the cornerstone of a new autonomous vehicle partnership with Nvidia and Mercedes-Benz, potentially reshaping its investment narrative.
Investment firm Stanich Group has liquidated its entire position in the iShares ESG Aware USD Corporate Bond ETF (SUSC), a move analysts interpret as a reallocation towards equities amid shifting macroeconomic forecasts.
The U.S. Space Development Agency's major contract award to Rocket Lab marks a pivotal expansion for the launch provider into the lucrative defense sector, with analysts forecasting accelerated revenue growth and a path to profitability.
Shares of Werner Enterprises (WERN) surged 6% following the announcement of its acquisition of FirstFleet, a move that significantly bolsters its dedicated transportation division and market position.
UPS's ambitious free cash flow target for 2026 appears to secure its hefty dividend, but a closer look reveals reliance on asset sales, deep cost cuts, and reduced capital investment—a strategy that may be mortgaging its long-term expansion.
Wall Street analysts are reaffirming confidence in HubSpot's long-term strategy, pointing to its successful expansion into larger enterprise clients and the integration of AI agents across its platform. While concerns linger over softening demand from small and mid-sized businesses, the company's focus on multi-hub adoption and upmarket contracts is seen as reshaping its core growth engine.
