sector-analysis News
Hospital Stocks Tumble as BofA Warns of Looming Profit Squeeze
Major operators like HCA Healthcare and Universal Health Services fall after analysts flag significant reimbursement and policy risks ahead.
Defense Stocks Fall as Trump Demands End to Shareholder Payouts
Call for contractors like Lockheed Martin and RTX to halt buybacks and dividends introduces significant political risk to the sector's investment appeal.
Tanker Stocks Rise as US Intensifies 'Shadow Fleet' Crackdown
Increased enforcement on illicit Russian oil tankers is tightening vessel supply, boosting shipping rates and shares of compliant operators.
China's Auto Price War Intensifies as Tesla, GM Slash Prices
The latest wave of discounts deepens concerns over shrinking profit margins for global automakers in the world's most competitive car market.
Iron Ore Rallies to 11-Month High on China Demand Signals
Shares of major producers like BHP, Rio Tinto, and Vale surged as Chinese steel mills ramp up restocking ahead of the Lunar New Year holiday.
US Health Insurers Face Scrutiny Over PBM Rebate Practices
A new report alleges UnitedHealth, CVS, and Cigna used obscure Swiss-based subsidiaries to retain billions in drug rebates, intensifying pressure on the managed care sector.
Silver Surges Past $80, Igniting Rally in Mining Stocks
A confluence of robust industrial demand, geopolitical tensions, and shifting trade policies has propelled the precious metal to a new year-to-date high.
P&C Insurers Get Profit Boost From Tighter Expense Control, AM Best Finds
A new report shows a multi-year trend of improving expense ratios is helping bolster underwriting results, providing a tailwind against catastrophe and economic pressures.