sector-analysis News
US Housing Market Flashes Warning Signs as Price Growth Cools
Record unaffordability and high mortgage rates are sidelining buyers, yet a shortage of existing homes is providing a lifeline to new homebuilders.
Copper Prices Climb on Supply Squeeze and Fed Rate Cut Hopes
Mining stocks gain as structural deficits meet surging demand from green energy and AI, pushing the industrial metal near record levels.
Meat Stocks Rise as Tyson Plant Closure Signals Tighter Supply
Investors bet the move to cut beef processing capacity will ease margin pressure across the embattled sector, boosting shares of Hormel and Pilgrim's Pride.
JPMorgan Sees $8B Valuation Gap in Bitcoin Mining Sector
Wall Street is mispricing miners by 28% by underestimating the value of their high-performance computing capacity, analysts say.
US Defense Stocks Dip as Ukraine Peace Talks Advance
Major contractors like Lockheed Martin and RTX slide after the U.S. and Ukraine announce progress on a "refined peace framework," cooling expectations for prolonged military spending.
EV Makers Face Headwinds as Indonesia Slashes Nickel Supply
A planned 44% cut in the 2025 mining quota, compounded by disruptions at a key processing plant, threatens to raise battery material costs for automakers.
Retail Sector Braces for First-Ever $1 Trillion Holiday Season
National Retail Federation forecasts record spending, testing consumer resilience amid persistent inflation and economic uncertainty.
'Wicked' Sequel's $150M Debut Casts Bullish Spell on Cinemas
Strongest opening for a Broadway adaptation boosts exhibitor stocks and signals a potential rebound in theatrical attendance ahead of the crucial holiday season.