Steel Dynamics, Inc. (NASDAQ:STLD) is one of the stocks Jim Cramer shared his take on. Answering a caller’s query about the stock during the lightning round, Cramer said: It’s an excellent company. I like Steel Dynamics, and I like Nucor. Those are the two. Wow, what a terrific buy. This is America doing well, and the tariffs working. Photo by Yiorgos Ntrahas on Unsplash Steel Dynamics, Inc. (NASDAQ:STLD) is a major steel and aluminum producer that also operates a metal recycling business. The company ...

分组1 - The stock market is experiencing mixed results, with the Dow down 285 points, S&P slightly up by 0.03%, and NASDAQ up by 28 points, indicating a focus on fundamentals moving forward [2] - Newor, a leading steel company, pre-announced earnings that fell short of expectations, yet the stock rose by approximately 12% following a Fed rate cut and tariffs on foreign steel, suggesting a buying opportunity if the stock dips [3][4] - Boeing is expected to report earnings after a significant stock increase, with a positive outlook for a multi-year turnaround, indicating potential for continued investment [4] 分组2 - General Motors is set to report earnings, with a historical pattern of underperformance in the initial trading hours, presenting a potential buying opportunity [5] - CSX and Union Pacific are highlighted as key players in the transportation sector, with expectations for positive performance [6] - Seagate, a storage and memory chip manufacturer, has seen a 25% increase in stock value this year due to rising demand from data centers, with expectations for a strong earnings report [8] 分组3 - Starbucks is reporting earnings and will follow up with an investor day, raising questions about the sustainability of its recent stock performance, which is considered overbought [10][11] - Generova, spun out from GE, has seen its stock price rise significantly, but high expectations may lead to a better entry point for investors [12] - Corning is noted for its strong prospects in data centers, with a recommendation to wait for a price drop to buy [13] 分组4 - Microsoft and Meta have faced stock price pressures, with Microsoft affected by concerns over generative AI, while Meta's stock has fluctuated following comments from its CEO about spending [14][15] - Tesla is positioned as a company focused on autonomous driving, with expectations that its upcoming earnings report could significantly boost its stock price [16] - Service Now is anticipated to be a critical report of the week, with the CEO needing to clarify the company's position amidst a stock decline [18][19] 分组5 - Honeywell's upcoming earnings report is complicated by its plans to split into multiple businesses, which may lead to stock volatility [21][22] - Caterpillar is expected to perform well due to its role in providing backup generators for data centers, contrasting with past performance trends [24] - Apple has faced stock declines due to rising storage costs, which may impact its gross margins, but the recommendation is to hold rather than trade [25][26] 分组6 - American Express typically reports strong earnings but often sees stock declines post-reporting, presenting a buying opportunity [27] - Chevron and Exxon are highlighted for their strong cash flow and buyback programs, with Chevron favored for its consistency and potential benefits from operations in Venezuela [28]

Earnings Reports - Nucor, described as the "best steel company in the world," will report earnings on Monday, with expectations that rate cuts may spur economic growth despite a lackluster mid-quarter update in December [1] - Boeing and General Motors will release results on Tuesday, with Boeing shares having rallied significantly, leading to cautious expectations for further gains [2][3] - A busy earnings day on Wednesday will feature reports from Corning, Danaher, Starbucks, GE Vernova, Meta Platforms, and Microsoft, all of which are holdings in Cramer's Charitable Trust [4] Company Insights - Danaher is expected to have its first strong quarter in years due to a resurgence in biotech orders [6] - Starbucks is considered "wildly overbought," requiring exceptionally strong earnings to maintain upward momentum, but is still viewed positively for the long term [6] - Microsoft shares are under pressure due to AI-driven disruption risks, which are seen as a false concern [7] - GE Vernova's results are anticipated to be underwhelming due to high expectations, while Corning is favored for long-term growth due to AI-related benefits [5] Market Context - Honeywell will report on Thursday, with potential for a disappointing stock reaction as investors await the company's breakup later this year [8] - Apple is set to post results after eight weeks of decline, attributed to concerns over rising memory costs affecting margins, but the recommendation remains to "own it, don't trade it" [9] - The Federal Reserve's interest rate decision is expected to remain unchanged, with potential market-moving news regarding Fed Chair Jerome Powell's replacement [10]

Key Points Kawa Capital sold 2,094,404 shares of Gerdau S.A. in the fourth quarter. The transaction represented a 15.0% change in reported 13F AUM. The shares were previously worth about $6.49 million. These 10 stocks could mint the next wave of millionaires › Kawa Capital Management sold out its entire position in Gerdau S.A. (NYSE:GGB), according to a January 21 SEC filing, with an estimated transaction value of $6.49 million based on the last-disclosed value. What happened According to a fi ...

Steel Dynamics, Inc. (NASDAQ:STLD) will release earnings for the fourth quarter before the opening bell on Monday, Jan. 26.Analysts expect the company to report fourth-quarter earnings of $1.72 per share. That’s up from $1.36 per share in the year-ago period. The consensus estimate for Steel Dynamics' quarterly revenue is $4.59 billion (it reported $3.87 billion last year), according to Benzinga Pro.With the recent buzz around Steel Dynamics, some investors may be eyeing potential gains from the company's d ...

（原标题：美国对阿尔及利亚钢铁出口展开调查） 根据调查结果，美国商务部将要求美国海关与边境保护局（CBP）自公告发布之日起，暂停相关产 品的清关结算，并要求进口商缴纳相当于预估反补贴税率的现金保证金。同时，美方将在最长120天内 裁定阿尔及利亚钢筋进口是否对美国本土产业造成实质性损害或构成威胁。 报道指出，除反补贴调查外，美国此前已于2025年12月认定阿尔及利亚钢筋产品存在倾销行为，倾 销幅度被估算为127.32%。在多重贸易审查背景下，阿尔及利亚对美钢铁出口规模已明显下滑。2024年 出口量降至9.1万吨，出口额约5,000万美元，显著低于2023年的44万吨和2022年的26.3万吨水平。 据阿尔及利亚媒体 TSA Algérie 1月17日报道，美国商务部近日公布对阿尔及利亚钢铁产品的初步 调查结论，认定阿尔及利亚生产和出口的混凝土用钢筋存在"可被征收反补贴税的政府补贴"，相关产品 进入美国市场的不确定性上升。 本次调查覆盖时间为2024年1月1日至12月31日，涉及以直条或盘卷形式出口至美国的混凝土用钢筋 产品，不区分其冶金成分、长度、直径或质量等级。美国商务部初步测算，阿尔及利亚钢筋产品的补贴 幅 ...

Group 1 - Rheinmetall will be the first defense equipment manufacturer to utilize decarbonized steel in its production [1]

Net exports fell 2.1% from the previous quarter, reversing from a 2.1% advance in the three months through September. The quarterly result probably showed the effects of adjusting the data to real figures, and the won’s slide through the period may have inflated the costs of imports in the tally.“The fourth-quarter contraction has not derailed overall growth, and the policy backdrop points toward a cautious central bank,” said Dave Chia, an economist at Moody’s Analytics“With pressure from a weaker won in f ...

The upcoming report from Steel Dynamics (STLD) is expected to reveal quarterly earnings of $1.72 per share, indicating an increase of 26.5% compared to the year-ago period. Analysts forecast revenues of $4.54 billion, representing an increase of 17.2% year over year.The consensus EPS estimate for the quarter has undergone an upward revision of 0.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this ...

Analysts on Wall Street project that Nucor (NUE) will announce quarterly earnings of $1.95 per share in its forthcoming report, representing an increase of 59.8% year over year. Revenues are projected to reach $7.68 billion, increasing 8.5% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.3% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timefra ...