Latest stories

Every factory we bring home needs steel. One company makes the most.

Nucor posted $9.5B in Q1 revenue and guided higher. The full investment case, risks included.

May 15, 2026

4 min read

NVIDIA just bought $500 million of a glass company. Here's why.

Three new U.S. factories. 3,000 jobs. And a stock chart that doesn't quit.

May 13, 2026

10 min read

U.S. Manufacturing Is Stabilizing. Smaller Factories Are Still Feeling Pressure.

Large industrial firms are seeing steadier orders tied to infrastructure and defense spending, while smaller manufacturers continue to face margin and financing pressure.

May 11, 2026

4 min read