We recently published Market in Turmoil but These 10 Stocks Are on Fire. Dow Inc. (NYSE:DOW) is one of the best-performing stocks on Thursday. Dow Inc. saw its share prices jump by 4.19 percent to close at $23.11 apiece as investor sentiment was boosted by its third-time inclusion in this year’s Fortune World’s Best Workplaces List. In this year’s list, Dow Inc. (NYSE:DOW) moved two notches higher, landing at the 18th spot versus the 20th in 2024. Commenting on the recognition, Dow Inc. (NYSE:DOW) Chair ...

Core Insights - ArcelorMittal S.A. reported a third-quarter 2025 net income of $377 million, or 50 cents per share, an increase from $287 million, or 37 cents per share, in the same quarter last year [1] - Adjusted earnings were 62 cents per share, surpassing the Zacks Consensus Estimate of 58 cents [1] - Total sales increased approximately 3% year over year to $15,657 million, exceeding the consensus estimate of $14,711 million [1] Financial Performance - Total steel shipments rose 1.5% year over year to 13.6 million metric tons, beating the consensus estimate of 13.57 million metric tons [2] - Cash and cash equivalents at the end of the quarter were $5,733 million, up from $5,443 million in the prior quarter, with net debt around $9.1 billion [6] Segment Performance - **North America**: Sales increased 20% year over year to $3,111 million, with crude steel production up 0.6% to 1,662 million metric tons and steel shipments rising 8.6% to 2,615 million metric tons, exceeding the consensus estimate of 2,555 million metric tons [2] - **Brazil**: Sales decreased 13% year over year to $2,807 million, with crude steel production down 6% to 3,595 million metric tons and shipments falling 6.8% to 3,530 million metric tons, missing the consensus estimate of 3,646 million metric tons [3] - **Europe**: Sales rose 0.6% year over year to $7,186 million, with crude steel production declining nearly 7.8% to 7,251 million metric tons, while shipments increased around 3% to 7,001 million metric tons, surpassing the consensus mark of 6,871 million metric tons [4] - **Mining**: Sales increased 24.3% year over year to $732 million, with iron ore production totaling 8.5 million metric tons, up 28.8% from the previous year [5] Future Outlook - The European Commission's new steel-sector trade tool and the Carbon Border Adjustment Mechanism (CBAM) are expected to enhance fair competition and support industry capacity utilization [7] - The company remains optimistic about its medium- and long-term outlook, anticipating benefits from rising steel demand linked to energy transition, infrastructure development, and defense needs [8] - Recent M&A activities and high-return organic growth projects are expected to boost future EBITDA by $2.1 billion, including $0.7 billion in 2025 and $0.8 billion in 2026 [10] Market Performance - ArcelorMittal's shares have gained 57.9% over the past year, contrasting with a 14.3% decline in the industry [11]

Abu Dhabi National Oil Co. won conditional European Union approval for its €12 billion takeover of Covestro after it dealt with the bloc's concerns that its state subsidies could stifle competition https://t.co/T4IDyz4xM5 ...

Core Insights - Abu Dhabi state oil firm ADNOC has received the EU's conditional approval for its €14.7 billion ($17 billion) bid for German chemicals company Covestro [1] Group 1 - ADNOC's bid for Covestro is valued at €14.7 billion, equivalent to $17 billion [1]

Core Insights - Flotek Industries, Inc. (FTK) has shown a significant stock performance, with a 36% return to investors since an earlier report estimated a 38% upside potential [1] Company Analysis - The recent conference call regarding FTK's 3Q25 results provided updates on the company's performance and future outlook [1] - The analyst emphasizes a focus on identifying undervalued businesses and high-quality compounders within various sectors, including chemicals and energy transition [1] Investment Strategy - The investment approach combines bottom-up fundamental analysis with top-down macroeconomic context, focusing on financial statements, competitive landscapes, and management quality [1] - The goal is to share well-researched investment ideas that help investors navigate complex markets, reflecting a commitment to disciplined research and actionable strategies [1]

Core Viewpoint - Europe is falling behind the United States in efforts to reduce reliance on China for rare earth elements [1] Group 1 - Recent contracts indicate a growing recognition of the need to secure rare earth supplies outside of China [1]

(Refiles to fix bullet points) By Manoj Kumar NEW DELHI (Reuters) -India's cabinet has approved spending 450.6 billion rupees ($5.1 ​billion) on support for exporters, including 200 billion rupees in credit guarantees ‌on bank loans, Information Minister Ashwini Vaishnaw said on Wednesday. The plan includes the allocation of 250.6 billion rupees ‌over six years for affordable trade finance for small exporters, logistics and market support under an export promotion package to help offset the impact of re ...

Shares of Chemours ( CC ) have been a poor performer over the past year, losing about a third of their value. It has been a very difficult environment for the entire chemicals sector as the industry struggles with weak end markets. That said, ChemoursOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, jus ...

Key Takeaways Chemours reported Q3 2025 net income of $60M versus a $32M loss in the prior-year quarter.Q3 sales slipped 1% year over year to $1.5B, led by a 3% volume drop and a 1% price gain.Thermal & Specialized Solutions sales rose 20% on higher Opteon demand and stronger pricing.The Chemours Company (CC) reported a net income of $60 million or 40 cents per share for the third quarter of 2025. This compares favorably with the year-ago quarter's net loss of $32 million or 22 cents. Barring one-time items ...

Core Points - Westlake Corporation has announced a cash tender offer to purchase all outstanding 3.600% Senior Notes due 2026 [1][2] - The tender offer is not conditioned on a minimum amount of Notes being tendered and may be amended, extended, or terminated at Westlake's discretion [2][3] - The expiration date for the tender offer is set for 5:00 p.m. New York City time on November 10, 2025, unless extended [3] - Holders must validly tender their Notes or submit a Notice of Guaranteed Delivery before the expiration date to receive the consideration [4] - Accrued and unpaid interest will be paid on all validly tendered Notes, with the settlement date expected around November 12, 2025 [4] - For those using Guaranteed Delivery Procedures, the deadline to validly tender Notes will be the second business day after the expiration date, expected to be November 13, 2025 [5] - J.P. Morgan Securities LLC and Wells Fargo Securities, LLC are acting as dealer managers for the tender offer [5] Company Overview - Westlake Corporation is a global manufacturer and supplier of materials and innovative products, headquartered in Houston, with operations in Asia, Europe, and North America [8]