Core Viewpoint - Ivanhoe Electric's shares experienced a significant increase of 7.9% to close at $10.84, driven by strong trading volume and higher copper prices [1][2]. Group 1: Company Performance - Ivanhoe Electric is projected to report a quarterly loss of $0.21 per share, reflecting a year-over-year increase of 41.7%. Revenue is expected to reach $1.07 million, marking a 59.7% increase from the same quarter last year [3]. - The consensus EPS estimate for Ivanhoe Electric has remained stable over the past 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4]. Group 2: Industry Context - The rise in Ivanhoe Electric's stock is attributed to higher copper prices, which increased by 3.77% to $4.84 per pound, following Freeport-McMoRan's declaration of force majeure at its Grasberg mine in Indonesia [2]. - Freeport-McMoRan anticipates a 4% reduction in third-quarter 2025 copper sales and a 6% decrease in gold sales due to operational disruptions [2]. - Hudbay Minerals has also temporarily suspended operations at its Constancia mine in Peru due to protests, raising supply concerns and further supporting price increases [2]. Group 3: Industry Comparisons - Ivanhoe Electric is part of the Zacks Mining - Miscellaneous industry, where Nexa Resources S.A. also operates. Nexa's shares increased by 1.2% to $5.04, with a 1.8% return over the past month [5]. - Nexa Resources' consensus EPS estimate has risen by 25% over the past month to $0.1, representing a 400% increase compared to the previous year's EPS [6].

Core Viewpoint - Southern Copper (SCCO) shares experienced an 8.4% increase, attributed to rising copper prices and significant trading volume [1][2]. Company Performance - Southern Copper is expected to report quarterly earnings of $1.11 per share, reflecting a year-over-year decline of 3.5%, while revenues are projected to be $3.09 billion, marking a 5.3% increase from the previous year [3]. - The consensus EPS estimate for Southern Copper has been revised 11.1% higher in the last 30 days, indicating a positive trend that may lead to further price appreciation [4]. Industry Context - The rise in Southern Copper's stock is linked to higher copper prices, which surged 3.77% to $4.84 per pound due to Freeport-McMoRan Inc. declaring force majeure at its Grasberg mine, impacting supply [2]. - Other companies in the non-ferrous mining industry, such as Energy Fuels, also showed positive stock performance, with Energy Fuels closing 1.2% higher [5].

Financial Performance - Jabil reported quarterly earnings of $3.29 per share, exceeding the Zacks Consensus Estimate of $2.95 per share, and up from $2.30 per share a year ago, representing an earnings surprise of +11.53% [1] - The company posted revenues of $8.25 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 7.67%, compared to $6.96 billion in the same quarter last year [2] Market Performance - Jabil shares have increased approximately 56.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 12.9% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.47 on revenues of $7.47 billion, and for the current fiscal year, it is $10.97 on revenues of $30.72 billion [7] - The Zacks Industry Rank indicates that the Electronics - Manufacturing Services sector is in the top 19% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]

Key Takeaways TSMC plans volume production of its A16 process in the second half of 2026.A16 offers 8-10% speed gains or 15-20% power efficiency versus the N2P process.TSMC's Q2 2025 revenues jumped 44% as 3nm and 5nm nodes drove 58% of wafer sales.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is preparing to launch its A16 process technology, with volume production expected in the second half of 2026. The A16 node, which is an extension of its 2nm platform, introduces Super Power R ...

Group 1: Company Performance - Ero Copper Corp. (ERO) shares increased by 7.9% to close at $18.72, with a total gain of 19% over the past four weeks, supported by solid trading volume [1] - The company reported final assay results from its 28,000-meter Phase 1 drill program at the Furnas Copper-Gold Project, confirming high-grade continuity and expanding mineralization, indicating potential for a large-scale mining operation [2] - Ero Copper is expected to report quarterly earnings of $0.57 per share, reflecting a year-over-year increase of 111.1%, with revenues projected at $215.45 million, up 72.6% from the previous year [4] Group 2: Market Influences - The rise in Ero Copper's shares is also attributed to higher copper prices, which climbed 3.77% to $4.84 per pound due to supply concerns following Freeport-McMoRan's force majeure declaration at its Grasberg mine [3] - The consensus EPS estimate for Ero Copper has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] - Ero Copper holds a Zacks Rank of 3 (Hold), similar to Energy Fuels, which has also seen a recent increase in stock price [6]

Group 1: Pagaya Technologies Ltd. (PGY) - Pagaya Technologies is a technology company focused on building artificial intelligence infrastructure for the financial ecosystem, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Pagaya's current year earnings has increased by 5.6% over the last 60 days [1] - Pagaya's shares have gained 80% over the last three months, significantly outperforming the S&P 500's gain of 8.1%, and the company has a Momentum Score of A [2] Group 2: Corning (GLW) - Corning is known for its advanced glass technologies used in various applications across multiple markets, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Corning's current year earnings has increased by 5.1% over the last 60 days [2] - Corning's shares have gained 55.2% over the last three months, again outperforming the S&P 500's gain of 8.1%, and the company possesses a Momentum Score of A [3] Group 3: Trip.com Group Limited (TCOM) - Trip.com Group is a one-stop travel service company providing platforms that include mobile apps, internet websites, and 24/7 customer service centers, with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Trip.com's current year earnings has increased by 3.9% over the last 60 days [3] - Trip.com's shares have gained 30.4% over the last three months, compared to the S&P 500's gain of 8.1%, and the company has a Momentum Score of B [4]

Key Takeaways United Natural Foods is expected to report lower Q4 revenues and earnings on Sept. 30.A June cyberattack is set to cut $350M-$400M in sales and $40M-$50M in adjusted EBITDA.UNFI faces costs from ending Key Food ties and closing its Allentown facility.United Natural Foods, Inc. ((UNFI) is likely to witness a top and bottom-line decline when it reports fourth-quarter fiscal 2025 earnings on Sept. 30.The Zacks Consensus Estimate for revenues is pegged at $7.63 billion, implying a 6.5% decrease fr ...

Key Takeaways PAHC shares surge, driven by Animal Health, Zoetis portfolio and strong overseas demand.Phibro expands vaccine capacity; Q4 sales rise 21% YoY on poultry growth and strong international demand.Phibro's global reach spans high-growth livestock markets across South America, Asia, Europe and Africa.Phibro Animal Health (PAHC) shares have surged 82.1% so far this year, showcasing impressive momentum. This has outpaced the industry’s 5.3% growth and the S&P 500 Composite’s 14.2% gain.Carrying a Zac ...

Key Takeaways CoreWeave hit its first $1B quarter, with revenues up 207% YoY and adjusted EBITDA of $753.2M.Backlog doubled YTD to $30.1B, fueled by OpenAI and sector gains in finance, healthcare, and AI start-ups.Operating expenses jumped to $1.2B and capex to $2.9B, with rising debt costs adding to Q2 net loss.CoreWeave, Inc (CRWV) highlighted the strength of its business model by delivering both hyper top-line growth and impressive profitability numbers in the second quarter of 2025. Revenues jumped 207% ...

CarMax (KMX) came out with quarterly earnings of $0.64 per share, missing the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -37.86%. A quarter ago, it was expected that this used car dealership chain would post earnings of $1.18 per share when it actually produced earnings of $1.38, delivering a surprise of +16.95%.Over the last four quarters, th ...