sector-analysis News
Private Credit Giants Face Scrutiny as Warren Pushes for Stress Tests
Senator's call for regulatory oversight casts a shadow over alternative asset managers like Blackstone, KKR, and Apollo after a period of explosive growth.
EV Charging Stocks Jump as U.S. Unlocks Billions in Federal Funding
The relaunched NEVI program aims to accelerate the build-out of a national charging network, boosting prospects for operators like ChargePoint.
Macron's 'Buy European' EV Push Jolts Automakers, Exposes EU Rift
A proposal to favor EU-made electric vehicles could boost Stellantis and Volkswagen but risks a trade war with China and creates friction with Germany.
U.S. Steel to Restart Granite City Furnace as Demand Strengthens
The move by the newly acquired subsidiary of Nippon Steel signals a significant reversal and a vote of confidence in the U.S. industrial economy.
Nuclear Stocks Rally on Nvidia CEO's AI Power Endorsement
Jensen Huang's comments spotlight AI's immense energy needs, fueling investor interest in reactor firms like Oklo and NuScale.
Automaker Stocks Climb on Prospect of Eased US Fuel-Economy Rules
Stellantis, GM, and Ford shares gain as investors bet on a potential rollback of stringent emissions standards that would slash future compliance costs.
US Auto Sector Braces for Divergence on Emissions Policy Shift
A potential rollback of fuel economy standards could slash costs for Ford and Stellantis while creating significant headwinds for EV-native manufacturers like Tesla and Rivian.
US Mining Sector Surges on Push for Domestic Critical Minerals
A high-level policy shift from Washington aims to reduce reliance on foreign suppliers for materials essential to technology, defense, and energy sectors.