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The global green steel market is projected to grow at a 14.8% CAGR, reaching a value of $54.5 billion by 2032 from $28.77 billion in 2025, driven by decarbonization mandates.
Nucor Corporation forecasts a sequential decline in its fourth-quarter 2025 earnings to a range of $1.65 to $1.75 per share, citing seasonal slowdowns and operational outages.
JPMorgan warns that "extreme crowding" in speculative growth stocks like Broadcom, which has fallen over 21%, creates high risk for a sharp market reversal.
Steelmakers Nucor and Steel Dynamics warn that their fourth-quarter 2025 earnings will fall short of expectations, with Steel Dynamics guiding for $1.65 to $1.69 per share.
Nucor's stock dropped 1.64% on December 17, 2025, as rising scrap steel costs began to counteract the benefit of benchmark steel prices reaching $900 per ton.
Disney's $1 billion OpenAI partnership and legal action against Google underscore tech's momentum. This contrasts sharply with industrial sectors like chemicals, which face plant shutdowns and persistent weak demand, signaling a broad market divergence.
Nucor (NUE) shares rose 1.36%, outperforming the S&P 500 as investors rotated out of technology. The move reflects growing caution over AI stock valuations following weaker outlooks from tech bellwethers.
Nucor Corporation announced the appointment of Stephen D. Laxton as President and COO, effective January 1, 2026, and approved a quarterly dividend increase to US$0.56 per share. The actions signal strategic continuity and confidence in future financial performance.
Four major steel stocks—CMC, MT, NUE, and STLD—have rallied over 40% year-to-date, fueled by producer-led price increases amid a rebound in demand from the automotive and construction sectors. However, conflicting global data introduces uncertainty.