Electrification

Business

Energy Fuels Bets Big on Rare Earths with ASM Acquisition, Aiming to Build a Western Supply Chain Challenger

In a major strategic shift, uranium-focused Energy Fuels announces a deal to acquire Australian Strategic Materials, aiming to create a vertically integrated rare earths producer outside China. The move comes as the company's stock, already on a meteoric rise, faces new questions about its growth trajectory and valuation.

Jan 31, 2026

Business

Standex International Posts Record Orders as Strategic Shift Fuels Growth

Standex International's fiscal Q2 results showcase robust organic growth and record order intake, driven by a multi-year strategic pivot towards new product innovation and high-growth markets like grid infrastructure and defense.

Jan 31, 2026

Business

Ivanhoe Electric: A Copper Play Powered by Proprietary Tech

Amid soaring demand for critical minerals, Ivanhoe Electric Inc. is advancing its flagship Arizona copper project while commercializing its unique Typhoon geophysical survey system, positioning the company at the intersection of resource development and technology.

Jan 30, 2026

Business

Fashion's Decarbonization Challenge: The Low-Hanging Fruit Is Gone

New industry data reveals fashion's climate progress has stalled, with coal reliance remaining high and renewable energy adoption minimal. As the easy wins fade, experts call for targeted investment and collective action to tackle the sector's most polluting facilities.

Jan 30, 2026

Business

BorgWarner's Hybrid Strategy Gains Traction as Auto Industry Navigates Rocky EV Transition

Amid a slower-than-expected shift to pure electric vehicles, auto supplier BorgWarner is winning investor praise for its strategic bet on hybrid technologies, positioning itself as a critical bridge in the evolving powertrain landscape.

Jan 30, 2026

Business

Brookfield Renewable Posts Record Year, Sees 'Material Shift' in Global Power Markets

Brookfield Renewable Partners (BEP) reported robust 2025 financial results, highlighted by record deployment and a strategic pivot to capitalize on surging global electricity demand driven by AI and reindustrialization.

Jan 30, 2026

Business

NextEra Energy: A Utility-Renewables Hybrid Poised for Long-Term Growth

NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.

Jan 30, 2026

Business

Safety Incident and Output Cut at Grasberg Mine Casts Shadow Over Freeport-McMoRan's Outlook

Freeport-McMoRan has revised its copper production guidance downward following a fatal accident at its flagship Grasberg mine in Indonesia, compounding concerns over the company's long-term operational and financial trajectory.

Jan 30, 2026

Business

Cantor Fitzgerald Bullish on Sterling Infrastructure, Sees Multi-Year Boom in Engineering & Construction

Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.

Jan 30, 2026

Business

Navigating Market Turbulence: One High-Risk, High-Reward Play and Two Stocks Facing Pressure

For long-term investors, volatility presents both opportunity and peril. We examine one stock with explosive potential and two others where caution may be warranted amid shifting market dynamics.

Jan 30, 2026

Business

Monolithic Power Systems: A High-Flying Chip Stock Faces Valuation Scrutiny After Stellar Run

Shares of Monolithic Power Systems (MPWR) have soared over 230% in five years, but new analysis suggests the semiconductor leader's stock may now be trading at a significant premium. Investors are weighing whether the rally has outpaced fundamentals.

Jan 30, 2026

Business

Standex Surpasses Expectations in Q1 2026, Raises Full-Year Outlook on Strong Grid and New Product Momentum

Standex International reports a robust start to fiscal 2026, with sales climbing 27.6% and a record order book prompting an upward revision of its annual revenue forecast. The company's strategic pivot towards grid modernization and data center markets, highlighted by the rebranded 'Standex Electronics Grid' unit, fuels confidence in exceeding long-term targets.

Jan 30, 2026

Business

Wall Street's Bold Bets: One Stock Poised to Shine, Two Facing Headwinds

Analysts have pinned high hopes on several names, but a closer look reveals a more nuanced picture. We examine one company likely to justify the optimism and two where significant risks may be overshadowing the bullish price targets.

Jan 30, 2026

Business

Allegro MicroSystems Powers Ahead on Data Center Boom and EV Demand, Beats Q4 Revenue Forecasts

Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.

Jan 30, 2026

Business

Electricity Bills Set to Keep Climbing Through 2026, Experts Warn Relief Is Not on the Horizon

With rising demand, grid investments, and volatile fuel costs, electricity prices are outpacing wage growth, squeezing not just low-income but now middle-class households. Policy interventions face long lead times, leaving little hope for near-term bill relief.

Jan 30, 2026

Business

Copper's Record Rally Stalls: Analysts Warn of Impending Correction Amid Speculative Frenzy

After soaring to unprecedented highs, copper prices have begun to retreat. Goldman Sachs forecasts a more significant market adjustment by mid-2026, driven by potential U.S. tariff policies and a disconnect from fundamental demand.

Jan 30, 2026

Business

Susquehanna Boosts ConocoPhillips Target to $115 Amid Shifting Energy Landscape

Analysts at Susquehanna have raised their price target for ConocoPhillips (COP) to $115, citing a positive long-term outlook despite near-term headwinds from oversupply and soft demand. The independent energy giant also stands out for its robust dividend yield.

Jan 30, 2026

Business

Copper's Bull Run: Three Mining Giants Poised to Capitalize on Surging Demand

As copper prices surge over 40% since August, driven by supply constraints and green energy demand, investors are eyeing major producers BHP, Freeport-McMoRan, and Southern Copper, each offering a distinct path to exposure in the red-hot market.

Jan 30, 2026

Business

Musk's Empire Consolidation: Tesla-SpaceX Merger Talks Emerge Amid Industry Shifts

Reports suggest Elon Musk is exploring a merger between Tesla and SpaceX as the EV maker pivots to AI, while Chinese automakers gain record European market share and regulatory battles intensify.

Jan 30, 2026

Business

Allegro MicroSystems Secures $285 Million in Long-Term Debt to Fuel Growth Amid Lofty Valuation

Allegro MicroSystems (ALGM) has restructured its credit facilities, securing $285 million in new term loans maturing in 2030. The move provides the semiconductor firm with fresh capital for corporate initiatives as it navigates a capital-intensive sector while maintaining a premium market valuation.

Jan 30, 2026