【DT新材料】 获悉，2026年2月17日， 亨斯迈 公司宣布，对美国市场的MDI产品涨价260美元/ 吨，聚醚产品涨价110美元/吨。涨价自即日起生效，或按既定合同执行。 此前，亨斯迈已经宣布自2025年12月2日起，在欧洲、非洲和中东地区对所有MDI产品提价350 欧元/吨，或按既定合同执行。 此外， 万华化学 宣布从2025年12月1日起，上调其东南亚及南亚地区的聚合MDI与纯MDI产品 价格，调涨幅度为200美元/吨，或按既定合同执行。 巴斯夫 已于11月20日对南亚地区MDI系列 产品提价200美元/吨； MDI产能高度集中，全球五大巨头（万华化学、巴斯夫、科思创、亨斯迈、陶氏）合计占据约 90%的市场份额，其中，万华化学 约380万吨/年，全球第一。 据悉，每年2月前后，是聚氨酯产品的传统涨价节点之一，这主要是由于聚氨酯的主要消费市场 比如中国，中国台湾，越南等东南亚国家处于春节假期。此外，中东市场处于斋月期，节日备货 需求提升，使得MDI和聚醚等聚氨酯厂家顺利出货，库存降至低位。 同时，去年下半年， 装置 停产和检修周期的叠加，加剧了全球MDI供需紧张局面。 此外，2月17日，伊朗关闭霍尔木兹海 ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Below are the ratings of the most accurate analysts for three high-yielding stocks in the materials sector.International Paper Co (NYSE:IP)Eastman Chemical Co (NYSE:EMN)Dow Inc (NYSE:DOW)Photo via Shutterstock ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and opinions, as well as materials from third parties for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for any financial actions, including investments or purchases [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned that prices may be provided by market makers rather than exchanges [1]. Group 2 - The content includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1]. - Users are encouraged to understand how these instruments work and to consider their financial situation before investing [1]. - The website may contain advertisements and promotional content, and FX Empire may receive compensation from third parties related to such content [1].

Group 1: Company Performance - Salesforce (CRM) shares fell 29.1% year-to-date, underperforming the Dow by 32.5 percentage points, despite reporting Q3 fiscal 2026 revenue of $10.26 billion and raising full-year guidance to $41.45 billion to $41.55 billion [1][2] - Microsoft (MSFT) experienced a 17.4% decline in stock price, lagging the Dow by 20.8 percentage points, even after reporting Q2 revenue of $81.3 billion, a 17% year-over-year increase, and Azure growth of 39% [1][2] - UnitedHealth (UNH) saw a 12.7% drop in stock value, trailing the Dow by 16.1 percentage points, with Q4 2025 revenue of $113.22 billion missing estimates and operating income plummeting 95% to $380 million [1][2] Group 2: Market Sentiment and Trends - The divergence in performance between these companies and the Dow reflects a broader market sentiment where fundamentals alone do not drive returns, as investors reassess structural assumptions regarding AI, healthcare regulations, and capital expenditures [2] - Concerns over AI's impact on traditional software demand have led to a sell-off in software stocks, with Salesforce's valuation being questioned despite a projected 14.7% growth in business software spending in 2026 [1][2] - Microsoft's significant capital expenditures of $29.9 billion in Q2, up 89% year-over-year, raised investor concerns about whether this would translate into expected growth rates, contributing to stock price declines [1][2] Group 3: Financial Metrics - Salesforce's revenue grew 8.6% year-over-year, but shares dropped from $264.91 to $187.79 between December 31, 2025, and February 18, 2026 [1] - Microsoft reported a free cash flow decline of 9.3% despite strong operating cash flow growth, indicating potential challenges in maintaining profitability amid high capital expenditures [1] - UnitedHealth's net income fell to $10 million, down 99.8% year-over-year, highlighting the fragility of its Medicare Advantage model amid regulatory pressures and increased medical costs [1][2]

This REIT ETF has a couple of major upside catalysts in 2026.The State Street SPDR Dow Jones REIT ETF (RWR 1.43%) aims to track the performance of real estate investment trusts (REITs). The exchange-traded fund (ETF) holds 100 REITs, providing investors with broad exposure to the entire sector. That makes it a potentially great way to play a rebound in the commercial real estate sector. Here's a look at two catalysts that could send shares of this top REIT ETF soaring. Long-term interest rates start to fall ...

Core Insights - Dow Inc. has experienced a remarkable turnaround in 2026, with its stock price increasing by 40% year-to-date, rising from $23.38 to $32.65, despite a net loss of $2.6 billion in 2025 [1] Group 1: Restructuring and Growth Strategy - The primary catalyst for Dow's stock surge is its aggressive restructuring program, "Transform to Outperform," which aims for an additional $2 billion in earnings through 4,500 job cuts and significant investments in AI and automation [1] - The restructuring is expected to generate approximately $500 million in value during 2026, with two-thirds of this value coming from productivity gains and one-third from growth initiatives [1] Group 2: Financial Performance and Market Conditions - Dow's gross margin fell sharply from 10.4% in 2024 to 6.0% in 2025, with operating margins dropping from 4.8% to 0.7%, indicating a challenging financial environment [1] - The decline in WTI crude oil prices by 16.4% year-over-year to $61.60 per barrel is expected to reduce feedstock costs, potentially aiding margin recovery [1] - Polyethylene demand remains strong, with record sales volumes in November 2025, and industry inventories decreased by 400 million pounds, supporting price increases [1] Group 3: Market Sentiment and Analyst Predictions - Wall Street analysts project earnings of -$0.39 in 2026, with expectations of a rebound to $1.30 in 2028 and $4.11 in 2029, highlighting the potential for recovery if the transformation plan is successful [1] - Despite the positive sentiment, technical indicators suggest caution, with Dow's RSI reaching 73.88, indicating overbought conditions [1] - The consensus price target among analysts is $29.19, which is below the current stock price, with 15 out of 19 analysts rating the stock as Hold or Sell [1]

Core Insights - The Dow Jones Industrial Average (DJIA) recently surpassed the 50,000 mark for the first time, indicating a strong bull market led by AI, although it experienced a subsequent decline [1] - Investors are shifting from high-growth AI stocks, referred to as the "Magnificent Seven," to value stocks that generate cash flow, amid concerns over capital expenditures (CapEx) [1] - Caterpillar, a significant component of the Dow, has seen a 33% year-to-date gain, contributing to the index's outperformance [1] Market Dynamics - The current market environment suggests a rotation away from AI disruptors and software companies towards more stable, cash-generating assets [1] - The Dow's relative strength is notable, as it has outperformed the S&P 500 and Nasdaq 100, indicating a potential shift in investment strategy [1] - Concerns over CapEx and the performance of major tech companies have led to a cooling off period for high-growth stocks, prompting investors to consider diversifying their portfolios [1] Company-Specific Insights - Moody's shares have declined over 23% recently due to fears that agentic AI could undermine its competitive advantages, despite its strong data moat and regulatory barriers that may protect its market position [1] - The article suggests that the recent drop in Moody's stock presents an opportunity for investors looking to capitalize on the broader bull market and AI-driven productivity gains [1] - Goldman Sachs has highlighted the potential benefits for old-economy stocks from AI adoption, indicating a broader market trend towards undervalued companies that can leverage AI technologies [1]

Group 1 - Proactive Investors provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive has a history of adopting technology to enhance workflows, utilizing decades of expertise from its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - Dow's stock has shown a significant technical improvement with the formation of a Golden Cross, indicating a potential shift from selling pressure to a new upward trend [1]. Technical Analysis - The stock price is currently above the 20-, 50-, and 200-day moving averages, indicating strong bullish control [1]. - Momentum indicators such as the RSI are in the low-70s, suggesting strong demand, while the MACD is widening positively [1]. Volume and Support Levels - Increased trading volume during the breakout indicates genuine institutional buying rather than just short covering [2]. - A critical support level is identified at $30, with deeper support around $25–26 near the Golden Cross zone [2]. Strategic Initiatives - Dow's recent "Transform to Outperform" initiative includes cutting 4,500 jobs and targeting $2 billion in near-term EBITDA gains, alongside the integration of AI in production and supply chains [3]. - The restructuring aims to create a more efficient company prepared for a challenging chemicals cycle [3]. Investor Implications - The stock appears to be transitioning from recovery to a potential re-rating phase, with the possibility of the Golden Cross signaling a market anticipation of a turnaround if the stock can maintain levels above $30 [4].

Group 1 - Dow Inc. is experiencing a bounce in its stock price, but it still relies on the return of Chinese buyers for sustained growth [1][3] - Jim Cramer suggests trimming positions in Dow Inc. rather than buying, indicating a cautious approach after a significant price run [1][3] - The company develops chemical and material products used across various industries, including packaging, construction, transportation, and consumer goods [3] Group 2 - There are other investment opportunities, particularly in AI stocks, that may offer greater upside potential and less downside risk compared to Dow Inc. [4]