sector-analysis News
Aerospace Sector Gains Stability as Boeing, Airbus Finalize Spirit Deal
Boeing is set to re-acquire its former aerostructures unit, while Airbus will take over its dedicated facilities, ending a period of supply chain uncertainty.
China's Auto Market Stalls, Flashing Warning for Global Carmakers
A rare 7% drop in monthly passenger vehicle sales and an intensifying EV price war signal growing headwinds in the world's largest auto market.
Antitrust Scrutiny Casts Shadow Over Media Mega-Merger Speculation
Talk of a potential Netflix-Warner Bros. Discovery tie-up highlights the formidable regulatory hurdles facing any transformative deal in the current environment.
Copper Prices Rally Near Records on US Stockpiling Frenzy
A supply crunch and soaring demand from green energy and AI sectors are bolstering producers like Freeport-McMoRan and Southern Copper.
Food Giants Face Scrutiny as White House Targets Price Fixing
Intensified government probes into meatpackers and agribusiness firms create a pall of legal and financial risk over the sector.
US Residential Solar Boom Faces 2026 'Demand Cliff'
Expiring tax credits and crippling grid delays create a perfect storm, pushing some installers toward insolvency while larger players pivot.
Trucking Stocks Find Traction on Signs of a Cyclical Turnaround
Analysts see earnings for carriers like J.B. Hunt and Knight-Swift recovering from trough levels as freight capacity tightens after a multi-year downturn.
US to Buy Stakes in Miners to Secure Critical Mineral Supply
White House signals a strategic shift to direct equity investments in domestic mining companies, aiming to counter China's dominance in the sector.