News

Alcoa (NYSE:AA) has closed a financing package to fund its planned acquisition of South32’s bauxite, alumina and aluminum assets. The funding completion secures capital for the asset purchase, which still depends on shareholder and regulatory approvals. The new financing package for the South32 asset acquisition sits alongside wider themes that current research on Alcoa has identified. We have also flagged 1 warning sign for Alcoa. For a broader view on how demand for key materials is...

Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries. Alumina Pty Ltd will issue $1.5 billion of 6.625% notes due 2034, while Alcoa Nederland Holding B.V. will issue $1.1 billion of 6.875% notes due 2036. Alcoa Corporation (NYSE:AA) and certain subsidiaries will guarantee the notes on […]

Alcoa (NYSE:AA) CFO Molly Beerman said the aluminum producer is carrying momentum from the second quarter into the third quarter, supported by strong production, pricing realization and demand from customers in North America and Europe. Speaking at the Jefferies Global Industrials Conference 2026,

Investors need to pay close attention to AA stock based on the movements in the options market lately.

Sept 10 (Reuters) - The steep premium paid for aluminum in the U.S. will not drop significantly even if Washington halves the tariffs on metal from neighboring Canada, because imports from other

South32 (LON:S32) reported stronger FY26 earnings and cash flow as its base metals business benefited from operating performance, commodity-price tailwinds and cost management, while the company outlined plans to reshape its portfolio around copper, zinc and other base metals. Chief Executive Offic

South32 (LON:S32) reported higher earnings and cash flow for FY26 as its base-metals operations benefited from commodity prices and operating performance, while the miner outlined plans to sharpen its focus on copper and zinc following the proposed sale of its aluminium value chain assets. Chief Ex

Agilent Technologies (NYSE:A) reported third-quarter fiscal 2026 revenue of $1.88 billion, with core revenue growth of 7.3%, exceeding the high end of its guidance range. The company said earnings per share were $1.56 excluding tariff-refund benefits, up 14% from a year earlier and $0.06 above the t

Alcoa is extracting gallium at its Wagerup refinery to supply tech and defense markets, backed by government funding and a Sojitz off-take deal, while its core aluminum business funds the pivot.

Wells Fargo just raised its Alcoa price target well above what the rest of Wall Street believes the stock is worth, and the reasoning traces back to a single CFO conversation about Middle East energy risk that changed everything.

The groundbreaking ceremony for the project was attended by officials from Alcoa and the governments of Australia, Japan and the US.

Alcoa (NYSE:AA) has broken ground on a new gallium production plant at its Wagerup alumina refinery in Western Australia. The project is focused on supplying gallium, a critical mineral used in advanced technologies, and is supported by partners from Australia, Japan, and the United States. The new facility is expected to add jobs at Wagerup and expand Alcoa's role in critical minerals beyond its core aluminum business. For readers watching how critical minerals are reshaping supply chains,...

After a strong three year run that has seen Alcoa return 90.0%, the stock now trades at US$51.85, with both the intrinsic value estimate from a Discounted Cash Flow (DCF) model and market multiples indicating the shares screen as undervalued. Alcoa's 90.0% return over the last three years raises the question of how much of the improvement in its fundamentals and cash flow outlook is already reflected in the price. Expectations for the company's ability to keep generating cash from its...

Investing.com -- Canada could not fully meet U.S. aluminium import requirements, even if it redirected all domestic production south of the border, Morgan Stanley said in a research note examining potential tariff relief.

Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum could be winners from U.S.-Canada trade talks breaking down. Last week those stocks tumbled on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum. New 50% tariffs on a $20 billion worth of Canadian goods, including liquor, electrical equipment and hockey gear, took effect on Saturday.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur

Constellium heads into Q2 results with revenue and earnings growth expected, but higher costs and currency headwinds could shape the quarter.

Investors need to pay close attention to AA stock based on the movements in the options market lately.

Empire Metals Ltd (AIM:EEE, OTCQX:EPMLF) has strengthened its project delivery and environmental approvals team as it pushes the Pitfield Titanium Project through feasibility studies towards commercial development. The company appointed Chris Dodds as general manager for project delivery,...

Alcoa stock has pulled back sharply in recent weeks even after returning 41.7% over the past year, and both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a discount to what the company’s cash flows may justify. Over the past 12 months Alcoa has returned 41.7%, which puts the recent share price weakness into focus for investors who are reassessing whether the earlier gains still leave room for further upside. The newly...

The White House announced two policy moves aimed at reducing reliance on foreign suppliers while encouraging domestic metals production.

Companies in The News Are: VIST, TRV, CVX, AA

Alcoa Corporation will release its second-quarter earnings report after the closing bell on Thursday, July 16. Analysts expect the company to report quarterly earnings of $2.19 per share, up from 39 cents per share in the year-ago period. The consensus...

Alcoa highlights the South32 acquisition strategy, record aluminum EBITDA and plans to strengthen its upstream portfolio in Q2 2026.

The company is making its biggest strategic bet in a decade, and it has nothing to do with just hoping for higher metal prices.

Alcoa (NYSE:AA) reported higher second-quarter revenue and adjusted earnings as stronger aluminum prices, increased shipments and value-added product premiums helped offset weakness in alumina operations, executives said on the company’s second-quarter 2026 earnings call. Molly Beerman, Alcoa’s exe

The headline numbers for Alcoa (AA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.