Europe relies on China for the rare earth elements essential in transition technologies, but it's making a late bid to end dependency.
Producer prices rose 0.5% last month, exceeding forecasts and marking the quickest pace in three months, as a sharp jump in services costs offset stable goods prices, signaling persistent inflationary pressures in the pipeline.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
CNBC's Jim Cramer offers a detailed take on NVIDIA's stock trajectory, highlighting analyst optimism around its data center partnerships while expressing skepticism over reported Chinese AI chip purchases.
CNBC's Jim Cramer highlights Micron Technology as a key beneficiary of the AI boom and ongoing memory chip shortages, with shares soaring nearly 400% in a year on robust data center demand.
As industry analysts warn of a critical NAND wafer shortage in 2026-2027, SanDisk's stock soars. Jim Cramer highlights the memory maker's positioning, with Mizuho and Benchmark raising price targets significantly on expectations of a 330% price spike.
Advanced Micro Devices (AMD) shares have soared over 115% in the past year, driven by its strategic positioning in the artificial intelligence sector. Recent analyst upgrades highlight optimism around its partnership with OpenAI and broader AI chip demand.
Damascus residents face electricity bills exceeding their monthly incomes after a massive government price hike, sparking rare public protests and deepening the crisis for a war-weary population.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
Maersk Air Cargo is ending its trans-Pacific Boeing 767 operations and partnership with Amerijet International, opting for larger Boeing 777 freighters. The move will result in pilot furloughs at Amerijet and signals a strategic pivot towards more efficient long-haul air cargo networks.
In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.
Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.
Goldman Sachs downgrades iHeartMedia to Sell, warning that shifting audio consumption and ad trends threaten growth, even as the company's TikTok partnership aims to capture younger audiences.
Despite political instability, Libya's low production costs and proximity to key markets are drawing major investment, while Venezuela's vast reserves remain hamstrung by economic and geopolitical hurdles.
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.
Wildfires ravaging Argentina's Patagonia region have breached a UNESCO World Heritage site, fueling a political firestorm over President Javier Milei's deep cuts to environmental and emergency funding.
Elon Musk is reportedly in early-stage talks to merge his flagship companies—SpaceX, Tesla, and xAI—into a single, trillion-dollar technology and infrastructure behemoth ahead of a potential SpaceX IPO, sources familiar with the matter indicate.
Wall Street firms have issued a series of bullish upgrades for Karman Holdings Inc. (KRMN), significantly raising revenue projections and price targets for the specialty materials company as growth expectations accelerate.
SkyWest Inc. reported robust full-year 2025 financials and announced multi-year contract extensions with United and Delta for its E175 aircraft, reinforcing its strategic position as a leading regional carrier partner amid ongoing industry shifts.
Timberland Bancorp (NASDAQ:TSBK) announces a dividend increase to $0.29 per share, reflecting sustained profitability and a commitment to shareholder returns. The move aligns the regional bank's yield with industry averages while maintaining a conservative payout ratio.
