sector-analysis News

Copper Hits Record High, Igniting Rally in Mining Stocks
Sector Analysis
2mo ago

Copper Hits Record High, Igniting Rally in Mining Stocks

Supply disruptions, strong green-energy demand, and Chinese production cuts propel copper prices above $11,400 per ton, boosting miners like Freeport-McMoRan and BHP.

EU Pours €3 Billion Into Critical Minerals Fund to Counter China's Grip
Sector Analysis
2mo ago

EU Pours €3 Billion Into Critical Minerals Fund to Counter China's Grip

New 'RESourceEU' framework aims to fast-track domestic mining and processing of lithium and rare earths vital for green and defense industries.

Copper Miners Rally as Severe Supply Deficit Looms
Sector Analysis
2mo ago

Copper Miners Rally as Severe Supply Deficit Looms

Persistent supply disruptions and surging demand from the green energy transition are pushing copper prices and mining equities toward multi-year highs.

US Auto Sector Faces Divergence on Fuel Economy Rollback Report
Sector Analysis
2mo ago

US Auto Sector Faces Divergence on Fuel Economy Rollback Report

A potential loosening of emissions rules could boost traditional automakers like Ford and GM while creating headwinds for EV-focused manufacturers Tesla and Rivian.

Aerospace Giants Eye Billions in U.S. Air Traffic Control Overhaul
Sector Analysis
2mo ago

Aerospace Giants Eye Billions in U.S. Air Traffic Control Overhaul

Decades-old infrastructure to be replaced with next-generation technology, creating a major contracting opportunity for defense and IT firms.

Social Media Sector Faces Regulatory Storm as Australia Enacts Teen Ban
Sector Analysis
2mo ago

Social Media Sector Faces Regulatory Storm as Australia Enacts Teen Ban

A looming Australian law banning users under 16 from social media platforms signals a wave of global regulatory risk for tech giants like Meta and Alphabet, threatening user growth and advertising revenue.

SEC Halts High-Leverage ETFs, Casting Shadow Over Asset Managers
Sector Analysis
2mo ago

SEC Halts High-Leverage ETFs, Casting Shadow Over Asset Managers

Increased regulatory scrutiny on complex investment products threatens a lucrative growth area for ETF issuers, signaling a more cautious era.

Packaged Food Giants Slump on Landmark San Francisco Lawsuit
Sector Analysis
2mo ago

Packaged Food Giants Slump on Landmark San Francisco Lawsuit

Conagra, Hormel, and others decline as the city alleges deceptive practices over ultra-processed foods created a public health crisis, sparking new legal fears for the sector.