Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
New research on Apple (Alpha Score 55) and KLA (56) lands alongside Western Digital's 70 score. The reports give watchlist insight ahead of Apple's iPhone event and tech earnings season.
Ecolab trades at 33x earnings, pricing in rapid data center revenue growth. The CoolIT deal adds scale, but the vertical remains a small slice of a low-growth base.
ONEOK reports Q2 earnings Aug. 3 after close. Focus on NGL volumes and fractionation margins. Alpha Score 58 signals moderate risk.
Wall Street rallied while oil slipped on Friday, a divergence that traders say reflects demand concerns and a lack of supply disruption from the Middle East conflict.
Cabot Corporation will release fiscal Q3 results after the close on Aug. 3. Investors will watch for an update on the $6.00–$6.50 adjusted EPS target.
Oil stocks barely budged as crude rose on Middle East tensions. Demand softness and crowded positioning explain why IXC holders should look beyond the headline risk.
Heavy rains swept 3,000 HPCL LPG cylinders into the Patalganga river. The incident threatens local supply and triggers safety warnings along the riverbank.
Hunterbrook Media alleges Bloom Energy relies on Chinese scandium despite denials. The tiny scandium market makes supply chain exposure a real risk for the $30B fuel-cell maker.
Two negotiated Aramco deals total SAR 52.5 million on July 9, with a million-share block at SAR 26.60. The off-book prints point to institutional moves.
Dollar index at 100.76 triggers bearish scenario. Palladium reclaims 1248, copper gaps higher. Next resistance levels: 634.78 for copper, 1281 for palladium will decide next move.
ArcelorMittal starts second buyback tranche; First Majestic sells San Martin mine for $90M. Both trade under $100 with distinct catalysts.
Antofagasta's water-secure, low-cost Chilean mines are converting copper resources into cash flow faster than the market prices. Why the gap may close.
NTIC's Q3 earnings call offered no new catalyst. Focus shifts to industrial demand trends ahead of the October fiscal-year report.
Europe's natural gas storage has fallen below 100 days of supply. The injection pace is 10% below the five-year average, and a cold winter could tighten the market further.
New York's attorney general sued 3M, DuPont, Chemours (CC), and Corteva over PFAS pollution, seeking cleanup funding and consumer warnings on forever chemicals.
Neo Performance Materials raised its 2026 Adjusted EBITDA guidance 38% to $140-150M, sending shares up 12%. Pricing strength in hafnium, gallium and rare earths drove the revision. The Greenland Mines deal adds a long-term supply option.
Iraq will stay in OPEC. It demands a higher output quota ahead of the June 1 meeting, a government spokesman said. The second-largest producer wants a baseline adjustment.
Freeport-McMoRan shares have rallied 20% since a bearish call. The stock now prices copper near $4.00. A miss on production or demand could trigger a repricing.
Phillips 66 shares gain on widening crack spreads as crude stays below $70. Margin expansion drives momentum. The stock's path depends on oil and policy.
Man Group's 5.9M share DCC position crosses Irish takeover threshold. The hedge fund's mix of long shares and cash-settled derivatives signals a hedging overlay, not a pure directional bet.
CQP scores 51 vs. LNG's 66 on AlphaScala. The gap reflects fixed-price contracts vs. merchant exposure. DOE export approvals are the next catalyst.
Yellow Cake will repurchase up to 10% of its shares through 2027, aiming to close a persistent discount to net asset value that has frustrated shareholders.
G Mining Ventures reported a 16% sequential rise in Q2 gold production at its Tocantinzinho mine. The company maintained its 2026 guidance. Full financial results due in August.
American Resources (AREC) enters DOE award negotiations to scale rare earth and critical minerals recovery from coal feedstocks using ReElement technology.
The Kingdom of Saudi Arabia's flag Saudi Arabia's Non-Oil Business Confidence Index (BCI) rose 1.8% in June 2026 from May 2026, according to data from the Gene...
Maxus Mining has mobilized for the first drill program at the Alturas West antimony project, targeting a shear zone with rock chips up to 69.98% Sb. The 2026 campaign tests continuity at depth.
EPD raised its payout to $0.535 per unit, extending a 25-year streak. The AI and energy disruption catalysts carry risks that the Moderate Alpha Score (59) reflects.
At 86, Jack Lifton is the rare earth industry's most sought-after consultant as US firms race to rebuild supply chains and face a critical shortage of experienced metallurgists.
Indonesia's B50 biodiesel mandate will require 15.2-16.3 million tons of crude palm oil this year, tightening export supply and supporting prices. The October deadline for full adoption is the next catalyst.
Salzgitter AG takes full control of Duisburg steel mill HKM, slashing 2,000 jobs and cutting CO2 by 90% with an electric arc furnace. Output drops to 2 million tonnes.