Market Overview - The S&P 500 and Nasdaq are relatively unchanged as investors await the Federal Reserve's meeting next week, with expectations for a 25 basis point interest rate cut following a warm inflation report and weaker labor data [1][1][1] Company Updates - Boeing shares fell by 1.4% after a 3.3% drop previously, due to CEO Kelly Ortberg's comments on delays in 777X aircraft certification. The stock's pullback is viewed as a buying opportunity, as it does not affect the company's cash flow trajectory [1][1][1] - Broadcom's shares increased after Mizuho raised its price target from $355 to $410, driven by positive AI revenue forecasts and production ramp-up with existing and new clients like OpenAI. The company plans to trim its position due to the stock's significant movement since the last report [1][1][1] Upcoming Events - DuPont is set to hold an investor day to discuss its upcoming spinoff of the electronics business, with a buy-equivalent rating and a price target of $90 per share [1][1][1] - CrowdStrike will host its Falcon Con conference following a disappointing stock reaction despite a strong third quarter, with an upgraded rating and a price target of $520 [1][1][1]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Tronox Holdings plc due to misleading statements and a significant decline in financial performance, urging affected investors to take action before the November 3, 2025 deadline for lead plaintiff applications [4][6]. Company Performance - Tronox reported a significant reduction in TiO2 sales for Q2 2025, attributing the decline to a softer coatings season and increased competition, leading to a lowered full-year revenue guidance and a 60% reduction in dividends [7]. - Following the announcement of poor financial results, Tronox's stock price plummeted from $5.14 to $3.19 per share, marking a decline of approximately 38% in just one day [8]. Legal Context - A federal securities class action has been filed against Tronox, with a deadline of November 3, 2025, for investors to seek the role of lead plaintiff [4][9]. - The lead plaintiff is defined as the investor with the largest financial interest who can adequately represent the class [9]. Investor Communication - Faruqi & Faruqi encourages anyone with information regarding Tronox's conduct, including whistleblowers and former employees, to come forward [10].

Core Insights - DuPont de Nemours, Inc. has a market capitalization of $31.9 billion and operates in specialty materials and chemicals, serving various markets including electronics, industrial, healthcare, water, and protection [1] - The company is categorized as a large-cap stock due to its valuation exceeding $10 billion, with strengths in intellectual property, strong margins, and exposure to high-growth markets [2] Stock Performance - DuPont's shares have declined 13.4% from a 52-week high of $90.06 reached on September 27, 2024, and have decreased 12.4% over the past three months, underperforming the Materials Select Sector SPDR Fund's 5.2% rise [3] - Year-to-date, DuPont's stock is up 2.3%, lagging behind the XLB's 10.1% return, and has dipped 2.4% over the past 52 weeks compared to XLB's 1.8% rise [4] Recent Developments - On August 29, DuPont announced a definitive agreement to sell its Aramids business, including Kevlar® and Nomex®, to Arclin for approximately $1.8 billion, expected to close in Q1 2026 pending regulatory approvals [5] - The transaction is anticipated to provide DuPont with about $1.2 billion in pre-tax cash proceeds, a $300 million note receivable, and a 17.5% equity stake in the future Arclin entity valued at roughly $325 million at closing [5] - Management indicated that this transaction enhances DuPont's strategic focus and growth profile, but the market reaction was negative, with shares dipping 1.5% in the following trading session [6]

Group 1 - The polyethylene market is expected to experience positive price action in September after a decline in the second quarter due to tariff uncertainties, with no significant inventory build observed [1] - The company has reported stable volumes, strong export capabilities, and low-cost positions in the United States during the third quarter [2] - Ongoing tariff and geopolitical uncertainties have impacted demand patterns, particularly in the industrial infrastructure and durable goods sectors [2] Group 2 - A reduction in interest rates is anticipated to aid recovery in depressed end markets such as housing and durable goods, which are sensitive to rates and affordability [3] - The company is adding additional capacity to its net-zero petrochemical project, Path2Zero production complex, in Alberta, Canada, with an update expected by year-end [3] - The project timeline has been delayed by one to two years due to unfavorable market conditions, with construction initially planned to begin in 2024 [4]

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP reminds investors of the upcoming October 28, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Dow Inc. ("Dow†or the "Company†) (NYSE: DOW) securities between January 30, 2025 and July 23, 2025, inclusive (the "Class Period†). IF YOU SUFFERED A LOSS ON YOUR DOW INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UN. ...

Market Overview - US equity futures are slightly up ahead of the CPI report, with S&P futures rising 0.2% and Nasdaq 100 futures up 0.3%, driven by tech stocks [1] - European stocks are also trending higher, while Chinese stocks have seen their largest advance since March, led by companies benefiting from China's push for homegrown technology [1][13] - Treasury yields remain steady at 4.05%, and the USD has seen a slight increase as the yen weakens [1][15] Corporate News - Citigroup's CEO anticipates a rise in deal-making as US companies gain confidence from clearer policy signals [4] - Brookfield has declared the debate over remote work to be over, indicating a shift in corporate work culture [4] - Tricolor, a used car seller and subprime lender, has filed for liquidation in bankruptcy [4] Stock Movements - Avidity Biosciences shares fell 19% after announcing a $500 million share offering [6] - Ecovyst Inc. shares rose 8% following Technip Energies' acquisition of its advanced materials and catalysts business [6] - Opendoor Technologies shares surged 36% after leadership changes, including the return of co-founders to the board [6] - Oxford Industries shares jumped 18% after reporting second-quarter profits that exceeded expectations [6] - Red Cat Holdings and Revolution Medicines both saw share increases of 9% following positive developments in their respective businesses [6] Economic Indicators - Expectations for the Fed to resume monetary easing have increased, with money markets betting on up to three quarter-point cuts by December [5][10] - A softer-than-expected CPI print could lead to speculation about a larger rate cut, while a stronger reading would support a more gradual approach [7][10] - The core CPI is expected to rise 0.3% for the second consecutive month, according to Bloomberg survey estimates [5][43] Investment Sentiment - The prevailing bullish sentiment in the market carries risks of increased volatility, especially after a strong rally [11][12] - Investors are weighing diverging narratives, with easier financial conditions supporting the rally, yet concerns about tightening trade margins and inflation impacting earnings forecasts [10][12] - US share buybacks are projected to increase by $600 billion over the coming years, indicating strong corporate confidence [10]

Shares in German chemicals maker Covestro rose on Thursday after Reuters reported that ADNOC was preparing to make concessions in response to an EU subsidy investigation of its 14.7 billion euro ($17.... ...

Core Insights - Kuraray Co., Ltd. has established the "Kuraray Asia Pacific Technical Center" in Singapore to enhance technical support for the growing Asian market [1][3] - The Technical Center will focus on PVOH resin, EVAL(TM) EVOH resin, and activated carbon, which are in increasing demand in the region [1][4] - The center aims to foster open innovation and collaboration with customers to generate new value and accelerate market development [2][3] Company Overview - The Kuraray Asia Pacific Technical Center is located at 61 Science Park Road, 03/16-18 The Galen, Singapore [5] - The center was officially established on September 1, 2025, and is directed by Masahiro Kitamura [6][5] - The scope of activities includes creating customer value through technical services and market development initiatives [5]

Core Viewpoint - Celanese Corporation's share price dropped significantly following disappointing financial results and ongoing inventory destocking issues, leading to an investigation into potential misleading disclosures to investors [1][4][5]. Financial Performance - On August 12, 2025, Celanese reported Q2 2025 financial results, resulting in a share price decline of $6.20 (-13%) due to ongoing inventory destocking issues [1]. - The company experienced a 54% decline in net cash provided by operations for the nine months ended September 30, 2024, compared to the same period in 2023, attributing this to inventory increases and timing of collections [3]. - Subsequent quarterly reports in February and May 2025 continued to show disappointing results, with significant automotive destocking impacting performance [4]. Investigation Details - Hagens Berman has initiated an investigation into Celanese's disclosures regarding sales practices, inventory reporting, and growth trajectory, particularly in the Engineered Materials segment [2][5]. - The investigation is focused on whether Celanese misled investors about overloading customers with excess inventory [5]. Market Reaction - Following the Q3 2024 results announcement, Celanese shares fell 26% the next day, and further declines were observed after subsequent disappointing quarterly reports [3][4].

Core Insights - Many U.S. companies operating in China anticipate a decline in sales due to tariffs imposed by both the U.S. and China [1] - Nearly two-thirds of surveyed companies expect reduced revenues for their China operations in 2025 due to the tariffs [2] - U.S.-China tensions are identified as the primary challenge for companies over the next three to five years [5] Impact of Tariffs - Approximately 30% of respondents, particularly in banking and industries not reliant on U.S. imports or exports, do not foresee any impact from the tariffs [2] - The tariffs have significantly affected companies that export to the U.S. or import American components, with manufacturers being the hardest hit [3][4] - Close to 75% of manufacturers indicated that import taxes would negatively impact their revenues in China for 2025 [4] Trade Relations and Future Outlook - Ongoing trade talks between the U.S. and China have created uncertainty for companies planning for the future [3] - The American Chamber of Commerce in Shanghai emphasizes the need for improved bilateral relations as a top priority for businesses [5]