sector-analysis News
US Airlines Brace for Disruption From Emergency Airbus A320 Fix
An urgent EASA directive following a JetBlue incident could sideline thousands of jets, compounding existing fleet woes for carriers reliant on the popular aircraft.
Silver Surges to Record High in Best Year Since 1979
Prices top $55 an ounce as a structural supply deficit, robust industrial demand, and strong investor inflows fuel a 95% rally this year.
Silver Miners Surge as Metal Hits Record High on Fed Cut Bets
Shares of First Majestic and Endeavour Silver post double-digit gains as silver prices top $54, fueled by hopes of looser monetary policy and strong industrial demand.
Chip Stocks Rally as Dell's AI Server Demand Signals Robust Outlook
Micron Technology leads gains among memory suppliers after Dell's strong quarterly results ease concerns over a broader tech spending slowdown.
Auto Sector on Edge as Key Supplier Warns of Chip Disruptions
Nexperia flags imminent production halts for its automotive clients, reigniting fears of a widespread manufacturing crisis reminiscent of post-pandemic shortages.
Cocoa Prices Tumble, Offering Sweet Relief to Chocolate Makers
A sharp drop in cocoa futures to two-year lows could boost margins for confectioners like Hershey and Mondelez after a year of soaring costs.
AI's Power Thirst Ignites Boom in Utility and Data Center Stocks
Tech leaders flag energy as a critical bottleneck, fueling a multi-billion dollar rush into the economy's infrastructure backbone.
Industrials Sector Eyes $4.1 Trillion Windfall From Proposed Spending Bill
A Société Générale report highlights Caterpillar, Cummins, and Nucor as prime beneficiaries of a potential wave of new infrastructure and defense spending.