sector-analysis News
Airlines Face Holiday Chaos as Shutdown Threatens 20% Flight Reduction
US carriers including American, Delta, and United confront significant revenue risk as FAA staffing shortages could ground one in five flights during the peak travel season.
Defense Stocks Climb on Prospect of 'Wartime' Production Push
Comments from potential Pentagon chief Pete Hegseth signal a policy shift that could accelerate contracts for Northrop Grumman, Lockheed Martin, and peers.
Meat Stocks Face Renewed Scrutiny After Trump's DOJ Probe Call
The move revives attention on an industry already paying out hundreds of millions in price-fixing settlements, casting a shadow over Tyson Foods and JBS.
AI Stocks Lead Tech Retreat as Nasdaq Eyes Worst Week Since April
Nvidia, Super Micro Computer, and other sector leaders fall sharply as investors take profits amid growing concerns over lofty valuations and potential market overheating.
Rare Earth Producers Brace for Decade-Long Demand Surge
Industry executive warns that demand for critical magnets used in EVs and defense is set to outpace supply until at least 2033, signaling a structural shift.
US Backs Brazilian Mine in Push to Break China's Rare Earths Grip
A $465 million investment in Serra Verde's project marks one of the West's biggest moves yet to build a critical minerals supply chain outside of China.
Solar Stocks Surge as AI's Power Thirst Creates New Demand
First Solar and Canadian Solar lead gains as investors bet the renewable energy sector is a key beneficiary of the data center boom.
Shipping Sector on Alert as China's Exports Unexpectedly Contract
A 1.1% drop in October exports, the first in over a year, signals weakening global demand and puts further pressure on already falling freight rates.