sector-analysis News
Solar Stocks Glimmer as China Demand Rebounds From Lows
A rise in installations in the world's largest solar market offers a potential turning point for an industry grappling with a global supply glut and plunging prices.
US-Canada Trade Talks Collapse, Sparking Auto and Steel Sector Alarms
Canada retaliates by slashing tariff-free import quotas for GM and Stellantis after President Trump abruptly ends negotiations, leaving steel tariffs in place.
EU Acts to Cut China Reliance, Boosting Rare Earth Stocks
Brussels unveils 'RESourceEU' program to secure critical mineral supply chains, creating tailwinds for Western producers like MP Materials and Energy Fuels.
BofA Eyes $1 Trillion Semiconductor Market Fueled by AI Spending
Bank of America names Broadcom, AMD, Lam Research, and KLA as top picks to capitalize on the surging demand for data center and memory chips.
Housing Stocks Rally as Mortgage Rates Hit One-Year Low
A drop in 30-year mortgage rates to 6.19% is easing affordability pressures and boosting homebuilder confidence, signaling a potential revival in the housing market.
Heavy Machinery Sector Faces Tariff Headwinds as Demand Weakens
Caterpillar and Deere flag over $1.1 billion in tariff costs, while a downturn in residential construction adds to profitability concerns for the industrial giants.
US Miners Gain as US-Australia Pact Pledges $2B to Secure Minerals
The agreement aims to build a resilient critical minerals supply chain, challenging China's dominance and boosting investment in domestic producers.
NBA Gambling Probe Casts Shadow Over Sports Betting Sector
Arrests of a player and coach amplify concerns over market integrity and regulatory risks, creating headwinds for operators like DraftKings and Caesars.