sector-analysis News
Solar Sector Dims as High Rates and Tariff Fears Mount
While utility-scale projects show resilience, the residential solar market has been hit hard by financing costs and policy uncertainty, creating a split in the industry's fortunes.
Saks CEO Exits as Bankruptcy Looms, Shaking Luxury Retail
The abrupt leadership change at the famed retailer comes amid reports of a missed $100M+ interest payment, signaling deep distress across the high-end market.
Defense Sector Rallies on Surging Budgets, Major Contract Wins
Lockheed Martin and Boeing secure multi-billion dollar deals, reflecting a nearly trillion-dollar defense spending environment focused on military modernization.
Retail and Restaurant Sectors Brace for Margin Squeeze from 2026 Wage Hikes
Profitability for labor-intensive businesses is set to be tested as minimum wage increases take effect across 19 states, compelling a hard look at prices and automation.
Furniture Stocks Gain Reprieve as U.S. Delays Tariff Hikes
A one-year delay on higher tariffs for Chinese furniture and cabinets offers temporary relief to a sector battling high costs and softening demand.
Global Steel Protectionism Gains Momentum with New India Tariffs
India is set to impose a three-year duty on steel imports from China and Vietnam, reinforcing a global trend that could bolster US steel producers.
China’s EV Market Braces for Shake-Up in Subsidy Overhaul
Beijing is set to end a full purchase tax exemption and shift its trade-in incentive model, intensifying pressure on a market already gripped by a fierce price war.
Silver Miners Surge as Metal Breaches Historic $80 Mark
Robust industrial demand from solar and EV sectors, coupled with Fed rate cut expectations, propels silver to record highs, lifting producer stocks.