Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

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Constellium heads into Q2 results with revenue and earnings growth expected, but higher costs and currency headwinds could shape the quarter.

Investors need to pay close attention to AA stock based on the movements in the options market lately.

Empire Metals Ltd (AIM:EEE, OTCQX:EPMLF) has strengthened its project delivery and environmental approvals team as it pushes the Pitfield Titanium Project through feasibility studies towards commercial development. The company appointed Chris Dodds as general manager for project delivery,...

Alcoa stock has pulled back sharply in recent weeks even after returning 41.7% over the past year, and both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a discount to what the company’s cash flows may justify. Over the past 12 months Alcoa has returned 41.7%, which puts the recent share price weakness into focus for investors who are reassessing whether the earlier gains still leave room for further upside. The newly...

The White House announced two policy moves aimed at reducing reliance on foreign suppliers while encouraging domestic metals production.

Companies in The News Are: VIST, TRV, CVX, AA

The Pittsburgh-based company lowered its full-year alumina expectations as it looks to return its Pinjarra refinery to normal operations.

Alcoa shares fell after Q2 2026 earnings missed estimates and guidance was cut, but the drop was driven more by its $4.7 billion South32 acquisition than weak results.

Alcoa Corporation will release its second-quarter earnings report after the closing bell on Thursday, July 16. Analysts expect the company to report quarterly earnings of $2.19 per share, up from 39 cents per share in the year-ago period. The consensus...

Operational issues at an Australian refinery reduced output despite higher aluminum prices lifting quarterly revenue.

Alcoa shares tumble as management cuts full-year alumina production guidance. But should you load up on AA stock on the post-earnings dip?

Alcoa highlights the South32 acquisition strategy, record aluminum EBITDA and plans to strengthen its upstream portfolio in Q2 2026.

The company is making its biggest strategic bet in a decade, and it has nothing to do with just hoping for higher metal prices.

Alcoa cut its full-year alumina guidance, citing issues at its Pinjarra, Australia refinery, and said alumina prices remained stable despite uncertainty about global shipments driven by the war in Iran.

Alcoa (NYSE:AA) reported higher second-quarter revenue and adjusted earnings as stronger aluminum prices, increased shipments and value-added product premiums helped offset weakness in alumina operations, executives said on the company’s second-quarter 2026 earnings call. Molly Beerman, Alcoa’s exe

The headline numbers for Alcoa (AA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

FEATURE Aluminum producer Alcoa reported improved earnings, but they didn’t match Wall Street estimates. Shares were lower in late trading. Thursday evening, Alcoa announced adjusted second-quarter earnings per share of $2.

Alcoa will manage both the construction and operation of the production plant.

In the past few days, Alcoa has been expected to report higher second‑quarter 2026 revenues and earnings, supported by stronger aluminum demand across packaging, electrical, and transportation end markets and the restart of key smelters in Spain, Brazil, and Norway, even as alumina shipments from Australia faced delays tied to geopolitical tensions and weather disruptions. An interesting angle for investors is how smelter restarts and recent moves such as the Alumina Limited acquisition and...

Alcoa and the governments of Australia, Japan and the United States have approved the construction of a new gallium production facility at the company's Wagerup alumina refinery in Western Australia.

Alcoa said it and the governments of Australia, Japan and the U.S. have reached a final investment decision to build a gallium production plant at the company’s Wagerup alumina refinery in Western Australia.

Alcoa (AA) has moved to expand its bauxite, alumina, and aluminum footprint by agreeing to acquire South32’s interests in several Brazilian and Australian assets, including Worsley Alumina and Hillside Aluminium, under a new transaction. See our latest analysis for Alcoa. At the latest share price of $48.72, Alcoa’s 30 day share price return is down 29.16% and the 90 day share price return is down 32.18%. However, its 1 year total shareholder return of 65.08% and 5 year total shareholder...

AA heads into Q2 earnings with revenues and EPS seen surging year over year as aluminum demand and smelter restarts offset pressure in alumina.

Get a deeper insight into the potential performance of Alcoa (AA) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.