D.R. Horton's stock has shown strong performance, climbing towards its 52-week high despite concerns about housing affordability and interest rates. The company benefits from tight existing-home supply and its strategic management of incentives and land spending. Wall Street analysts maintain a bullish outlook, pointing to the structural demand for housing and D.R. Horton's strong market position.
Aehr Test Systems (NASDAQ:AEHR) reported a Q2 revenue miss and deeper GAAP net loss than the prior year, leading to a 7.8% drop in after-hours trading. Despite the revenue shortfall, the company reinstated its financial guidance for the second half of fiscal 2026, anticipating a significant rebound driven by strong demand for AI processors and new orders for its Sonoma platform. Management expressed confidence in its strategic pipeline diversification beyond silicon carbide into high-growth AI and data center markets.
Costco shares rose 1% after strong December sales, with net sales up 8.5% to $29.86 billion and comparable sales increasing 7.0%. Digital sales saw a significant 18.9% rise. Upcoming catalysts include the January sales update on February 4 and the fiscal Q2 earnings call on March 5, which will provide more insight into the company's holiday performance and cost tracking.
Black Hills Energy has completed its 260-mile, $350 million Ready Wyoming electric transmission project, making it fully operational. This initiative aims to provide safe, reliable, and cost-effective energy to customers by establishing an independent transmission system and expanding access to power markets and renewable resources. The project, which began in 2023 and concluded in late 2025, also generated significant economic benefits for Wyoming including job creation and tax revenue.
Century Aluminum (CENX) is experiencing significant market volatility due to options activity driven by large investors reacting to shifts in aluminum prices, energy costs, and U.S. industrial policies. This highlights the company's high sensitivity to macro-economic factors, which are currently overshadowing its underlying business narrative. Despite a forecast of revenue growth and increased earnings, its profitability remains vulnerable to cost and pricing fluctuations, as evidenced by recent financial results.
