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Rare Earth Stocks With Supply Chain Leverage Investors Should Watch
Simply Wall St.5d agoneutral
Rare Earth Stocks With Supply Chain Leverage Investors Should Watch

Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiation risk cuts both ways: it can hurt vulnerable supply chains or reward businesses positioned as alternative providers. This article walks through three stocks potentially exposed to these headlines and why their role in the rare-earths story matters for...

Can Growth Alone Carry Autodesk Stock Back Up?
Trefis5d agoneutral
Can Growth Alone Carry Autodesk Stock Back Up?

Autodesk (ADSK) trades near $217, about 32% lower than a year ago. Investors fear AI tools could disrupt its software, and the shares dropped after the late-August report. Yet revenue over the past twelve months reached $7.8 billion, up 17.9%. A three-year scenario on its own numbers shows how much of that growth could reach the stock.

Why Did Hut 8 (HUT) Shares Climb Today?
Simply Wall St.5d agoneutral
Why Did Hut 8 (HUT) Shares Climb Today?

Recent comments from Hut 8 (HUT) co-founder Marc van der Chijs about AI safety and Bitcoin drew fresh attention to the company’s move into AI data centers and its role in high performance computing. For context, Hut 8 shares closed at US$98.74, with a 1-day share price return of 8.52% and a 30-day share price return of 22.11%, while the 90-day share price return fell 18.06% and the 1-year total shareholder return reached 160.73%. This suggests strong longer term momentum even after recent...

Eli Lilly (LLY) Could Be 22% Undervalued On New Breast Cancer Approval
Simply Wall St.5d agoneutral
Eli Lilly (LLY) Could Be 22% Undervalued On New Breast Cancer Approval

Eli Lilly (LLY) is back in focus after the U.S. Food and Drug Administration granted full approval for Inluriyo, used with Verzenio in certain ESR1 mutated metastatic breast cancer patients. Eli Lilly’s share price has eased over the past month, with a 30-day share price return of 8.16% in the red. However, the 1-year total shareholder return of 53.68% and roughly 4x gain over five years point to momentum that remains firmly intact. Compare Eli Lilly’s oncology and obesity story with other...

Cybersecurity Stocks Extend Gains on AI Safety Warnings: CrowdStrike and Okta Rise 4%, Palo Alto Ticks Up
24/7 Wall St.5d agoneutral
Cybersecurity Stocks Extend Gains on AI Safety Warnings: CrowdStrike and Okta Rise 4%, Palo Alto Ticks Up

Cybersecurity stocks are extending last week’s advance into Monday’s midday session, and the leaders today are identity and endpoint names rather than the network security franchise. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 4.02% to $247.20, running well ahead of the sector fund and the broader technology benchmark. Also gaining, Okta (NASDAQ:OKTA) shares are climbing 4.05% […]

1st Source (SRCE): Buy, Sell, or Hold Post Q2 Earnings?
StockStory5d agoneutral
1st Source (SRCE): Buy, Sell, or Hold Post Q2 Earnings?

1st Source’s 26.1% return over the past six months has outpaced the S&P 500 by 9.8%, and its stock price has climbed to $85.89 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

What Happens To Lennar Stock If Its Home Sales Keep Slowing?
Trefis5d agoneutral
What Happens To Lennar Stock If Its Home Sales Keep Slowing?

Lennar (LEN) stock has lost about 41% over the past year, and on September 18 it closed at the bottom of its 52-week range. The bigger risk sits inside the business. Its plan to rebuild profit depends on selling homes at a steady pace, and its own numbers show that pace slipping.

Craneware Gets a Painful Growth Reset
Moby5d agoneutral
Craneware Gets a Painful Growth Reset

The healthcare-software group plunged after cyber fallout and disruption to America’s 340B drug-pricing market forced management to slash near-term revenue expectations.