sector-analysis News
US Mining Sector Gains as Trump's Potential Policy Shift Comes into Focus
Prospects of a streamlined regulatory environment are buoying investor sentiment for major operators like Freeport-McMoRan, Southern Copper, and Newmont.
Copper Price Nears $12,000 High on Supply Deficit and AI Demand
The industrial metal is surging toward record highs as soaring demand from data centers and EVs collides with a structural deficit in global mine supply.
Pharma Giants Trade Price Cuts for Tariff Relief Amid Sector Divergence
Nine drugmakers including Pfizer and J&J agree to government pricing deals to avoid steep import tariffs, revealing a widening gap between high-growth players and the broader industry.
KeyBanc Eyes Space & Defense Sector for Major Growth
Analysts initiate bullish coverage, citing AI-driven drone warfare and defense modernization as key catalysts, with price targets implying 20-30% upside for select stocks.
Cannabis Sector Ignites on Landmark Reclassification by White House
Executive order moves marijuana to Schedule III, unlocking billions in tax savings for U.S. companies by eliminating the restrictive 280E tax code.
US Drone Stocks Climb as Potential DJI Ban Looms
Legislation targeting Chinese drone makers on national security grounds could carve out significant market share for domestic manufacturers like AeroVironment and Kratos.
Defense Stocks in Focus After US Approves $11.1B Taiwan Arms Sale
Lockheed Martin and RTX positioned to benefit from one of the largest U.S. military sales to Taipei, bolstering order backlogs amid rising geopolitical tensions.
Energy Sector Rallies as Oil Prices Surge on Venezuela Blockade Report
Brent crude futures jump over 4% amid fears of a significant supply disruption as reports circulate of a U.S. naval blockade, boosting producer stocks.