sector-analysis News
Cannabis Stocks Rally on Historic Rescheduling Push
Justice Department's move to reclassify marijuana to Schedule III, coupled with Trump's support, ignites investor optimism for banking and tax reforms.
Defense Stocks Split as Ukraine Peace Hopes Hit European Arms Makers
European defense stocks like Rheinmetall fell sharply on diplomatic progress, while U.S. contractors shrugged off the news, hinting at a more complex global outlook.
EU Reconsiders 2035 ICE Ban, Aiding Legacy Automakers
A proposed shift to a 90% CO2 reduction target, driven by German industry pressure, could allow plug-in hybrid sales and reshape Europe's EV transition.
Airline Stocks Climb as Oil Prices Tumble to 7-Month Low
A broad-based rally in the aviation sector gained momentum as Brent crude's drop below $60 a barrel signaled significant relief on fuel costs, a primary expenditure for carriers.
Oil Slides Below $60, Squeezing Energy Producer Profits
Weakening demand and a looming supply glut are pressuring the profitability of exploration and production companies, especially smaller U.S. shale operators.
EU Eases Stance on 2035 Combustion Engine Ban, Boosting Automakers
Policy shift to a 90% CO2 reduction, not a full ban, offers a lifeline to legacy carmakers and extends the viability of hybrid and synthetic fuel models.
Airline Stocks Fall as FAA Flight Cuts Signal Shutdown Disruption
Carriers face widespread cancellations after the Federal Aviation Administration reduced flight volumes, citing safety concerns linked to the ongoing government shutdown.
US Quartz Industry Divided as Coalition Forms to Fight New Tariffs
A new group representing downstream fabricators and installers is opposing a tariff petition by manufacturers, citing risks to jobs and housing affordability.