INVESTOR PRESENTATION October 16, 2025 FORWARD -LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this presentation, the words "believes," "anticipates," "expects," "estimates," "appears," "plans," "intends," "may," "should," "could" and similar expressions are intended to identify forward- looking statements. Although we believe that our plans, intentions and expecta ...

Accessibility StatementSkip Navigation For the full fiscal 2025, CMC reported net earnings of $84.7 million, or $0.74 per diluted share, on net sales of $7.8 billion compared to prior year net earnings of $485.5 million, or $4.14 per diluted share, on net sales of $7.9 billion. Included in fiscal 2025 net earnings is an after-tax charge of approximately $274 million related to previously disclosed litigation. During the fourth quarter of fiscal 2025, the Company recorded net after-tax charges of $3.2 millio ...

Core Insights - Insteel Industries Inc. reported a net earnings of $14.6 million for the fourth quarter of fiscal year 2025, translating to $0.74 per diluted share [1] - The company's net sales for the fourth quarter reached $177.4 million [1] - Gross profit for the quarter was $28.6 million, representing 16.1% of net sales [1]

Equity benchmark indices Sensex and Nifty surged in early trade on Thursday (October 16, 2025), tracking a rally in global markets amid U.S. Fed rate cut hopes. Fresh foreign fund inflows also added to the markets' optimism during the initial trade. The 30-share BSE Sensex jumped 407.67 points to 83,013.10 in early trade. The 50-share NSE Nifty surged 104 points to 25,427.55. From the Sensex firms, Axis Bank climbed 3%, a day after announcing its September quarter earnings. Adani Ports, Titan, Eternal, Kot ...

三大指数早盘集体上涨，截至午盘，上证指数涨0.1%，深成指涨0.15%，创业板指涨0.69%，北证50跌1.16%。沪深京三市 半日成交额12229亿元，较上日缩量576亿元。全市场超1200只个股上涨。 板块题材方面，保险、存储芯片、港口航运、煤炭开采加工、教育、中药板块涨幅居前；燃气、钢铁、风电、稀土永磁、 可控核聚变板块跌幅居前。盘面上，存储芯片板块集体爆发，云汉芯城、香农芯创20cm涨停，江波龙、佰维存储、蓝箭电子大 涨超10%。港口航运板块表现活跃，海通发展、安通控股双双涨停。中药板块一度冲高，贵州百灵涨停。另一方面，可控核聚 变板块震荡调整，中洲特材、合锻智能双双跌超8%。钢铁板块震荡下挫，武进不锈、广东明珠、八一钢铁跌幅居前。稀土永 磁板块同样回调，盛和资源、金力永磁、中国稀土纷纷下跌。 ...

总的来说，上午市场虽然缩量，但热点还算清晰。咱们做中长线投资的，还是得盯着那些有真正产业逻辑、业绩能兑现的板块和个股，下午就跟着这些主线 走，同时注意仓位的把控，别因为一时的涨跌乱了阵脚。我是帮主郑重，咱们下午盘见分晓。 各位朋友，我是帮主郑重，干了20年财经记者，又在中长线投资里摸爬滚打，今天上午A股这行情，咱们得好好唠唠，顺便给大家支支下午的操作招儿。 那下午该咋操作呢？咱先看存储芯片，这波爆发肯定是有资金在炒，但是已经涨起来的，咱就别盲目追高了，要是手里有低位、有业绩支撑的存储芯片股， 倒是可以拿一拿看看持续性。创业板这边，它上午表现不错，里面那些优质的成长股，要是之前有布局的，可以继续观察，要是想加仓的，也得等个合适的 低吸机会。 再说说那些下跌的板块，像可控核聚变、钢铁这些，短期调整迹象比较明显，咱就先别着急往里冲了，等它们调整到位或者有新的利好信号再考虑。 上午三大指数集体上涨，创业板指涨了0.69%，算是领了头。存储芯片板块直接集体爆发，云汉芯城、香农芯创20cm涨停，江波龙、佰维存储这些也大涨超 10%；港口航运也很活跃，海通发展、安通控股都涨停了；中药板块里贵州百灵也封了板。不过也有拖后腿的 ...

Summary of Steel Industry Conference Call Industry Overview - **Industry**: Steel - **Region**: North America - **Current Market View**: Prices are expected to remain relatively muted over the next six months due to soft demand, despite an anticipated fall in imports [1][2] Key Points Demand Dynamics - **Soft Demand**: Steel demand has been subdued since April 2024, with expectations of a muted six months before any significant improvement [3][4] - **Bifurcated Market**: Industrial sectors like heavy equipment, energy, and infrastructure are performing relatively well, while consumer-oriented segments are sluggish [3][4] - **Strong Segments**: Oilfield and OCTG steel volumes are strong, and solar and wind markets are benefiting from residual IRA-driven spending, although long-term visibility is limited [3][4] - **Weak Segments**: Truck and trailer demand has collapsed post-COVID, with recovery not expected until 2029. Consumer goods like garden equipment remain pressured by high interest rates and reduced discretionary spending [3][4] Import and Tariff Impact - **Declining Imports**: Import flows are expected to decline sharply due to a 50% tariff, which eliminates nearly all profit margins for foreign suppliers [4][7] - **Economic Incentive**: An Asian producer selling at $500/t would incur $250/t in duties and $35/t in freight, leading to a landed cost of approximately $785/t, making domestic prices more attractive [4][7] - **Potential "Steel Island"**: A self-contained steel market could emerge if Mexico and Canada adopt similar tariffs without exceptions [4][7] Price Stability - **Current Price Levels**: Steel prices are expected to remain stable around $800/t, with transaction levels around $750/t [7][8] - **Limited Catalysts**: There are limited near-term catalysts to break current price levels, with healthy inventory levels and excess capacity limiting upside [7][8] - **Potential Upside**: Accelerated interest rate cuts or reduced trade escalation rhetoric with China could provide a bullish case [7][8] - **Downside Risks**: An unexpected relaxing of tariffs on Mexico and Canada could trigger downside risks, with base prices potentially around $600/t without the current tariffs [7][8] Company Insights - **Nucor**: Continues to hold its weekly listed HRC price stable at $875/t for eight consecutive weeks, focusing on vertical integration [8] - **Nippon's Strategy**: Ownership of U.S. Steel has led to a strategic shift towards integrated customer solutions rather than individual product sales [8] - **Cleveland-Cliffs**: Has been quicker to offer discounts to secure sales volumes and benefit from fixed-cost dilution [8] Additional Considerations - **Cautious Outlook**: The overall tone remains cautious with near-term stagnation expected until mid-2Q26 when inventories normalize and policy clarity improves [3][4] - **Bipartisan Support for Tariffs**: U.S. tariff policy on steel continues to receive bipartisan support, which is crucial for the industry's stability in the current demand environment [4][7]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Palantir Technologies Inc. (NASDAQ:PLTR) CEO Alex Karp reportedly held confidential meetings with top executives from major South Korean conglomerates to discuss AI strategy, as the software company bets on the growth of its platform. Secret AI Talks With Top Korean Executives Karp met with executives from four major South Korean companies during Tuesday’s “AX Leaders Summit” hosted by KT Corp (NYSE:KT) in ...

October 10, 2025 06:40 PM GMT M O R G A N S T A N L E Y R E S E A R C H Towards a New Equilibrium October 2025 M O R G A N S T A N L E Y R E S E A R C H Europe Morgan Stanley & Co. International plc+ European Equity Research Alain Gabriel, CFA EQUITY ANALYST Alain.Gabriel@morganstanley.com +44 (0)20 7425 8959 Ioannis Masvoulas, CFA EQUITY ANALYST Ioannis.Masvoulas@morganstanley.com +44 (0)20 7425 0427 Adahna Ekoku EQUITY ANALYST Adahna.Ekoku@morganstanley.com +44 20 7677-0065 Ferdinand Huber RESEARCH ASSOCI ...

Wall Street analysts forecast that Steel Dynamics (STLD) will report quarterly earnings of $2.66 per share in its upcoming release, pointing to a year-over-year increase of 29.8%. It is anticipated that revenues will amount to $4.7 billion, exhibiting an increase of 8.2% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 0.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassess ...