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The Basic Materials sector has outperformed in 2026, but momentum may stall in Q4 due to macro headwinds. Top XLB holdings like Newmont, Freeport-McMoran, Linde, Corteva, Air Products and Chemicals, a

Never a dull moment in the AI trade. Over the weekend, Anthropic CEO Dario Amodei urged the industry to tap the brakes on AI frontier development.

Sherwin-Williams maintains positive volume and share gains despite weak housing demand, supporting my hold rating. SHW's Q2 results showed 7.5% net sales growth and 9.5% adj. EPS growth, but margin ri