sector-analysis News
Cannabis Stocks Surge on White House Reclassification Reports
A potential shift in federal drug policy to reclassify marijuana could unlock significant financial advantages for a long-strained industry, sparking a major rally.
Cannabis Stocks Surge on Trump Reclassification Report
Tilray jumps over 28% and Canopy Growth rallies on speculation that a Trump administration could move to reclassify marijuana, easing punitive tax burdens.
EU Levy Hits Shein and Temu, Threatening Chinese E-Commerce Model
A new €3 levy on small parcels aims to curb a flood of cheap Chinese goods, creating headwinds for PDD-owned Temu and complicating Shein's IPO ambitions.
Aluminum Shines as AI and Green Energy Demand Strain Global Supply
Producers like Alcoa and Century Aluminum are rallying as smelter disruptions and robust demand from new technologies drive prices for the lightweight metal higher.
Semiconductor Sector Shatters Records with $216 Billion Quarter
An AI-fueled boom and broad market recovery propelled the industry past the $200 billion quarterly revenue milestone for the first time in history.
EU Signals Rethink of 2035 Combustion Ban, Boosting Legacy Automakers
A potential reprieve for plug-in hybrids could extend the life of profitable legacy models and alter the competitive landscape for EV pure-plays like Tesla.
Mining and Materials Stocks Rally on China Stimulus Signals
Beijing's pledge for 'flexible' monetary policy and fiscal support boosts the demand outlook for industrial commodities, lifting shares of global miners.
Defense Stocks Climb as House Passes $895 Billion Military Bill
Legislation authorizes major spending on shipbuilding, R&D, and next-gen technology, signaling a robust revenue pipeline for top contractors.