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Home Portfolio News Earnings Macro Special Situations Themes

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Market map

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LEADING··LAGGING··

Materials+3.1%

vs S&P +1.4% today · ranked 5 of 11 sectors

TOP EVENTS

MOVERS TODAY

Materials · relative strength

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LEADERSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

LAGGARDSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

Market map

Colour = move

LEADING··LAGGING··

Materials+3.1%

vs S&P +1.4% today · ranked 5 of 11 sectors

TOP EVENTS · WED NOV 4

Materials jumped as gold and silver prices surged, lifting miners such as Newmont, Agnico Eagle and Wheaton Precious Metals

MLM +2.4%todayMartin Marietta Materials Acquires Lhoist North America in $12,887 Million DealU.S. SEC EDGAR→ALB +5.5%todayAlbemarle Reports Third Quarter 2026 Results With Higher Net Sales and Raised Specialties OutlookU.S. SEC EDGAR→FCX +1.4%todayFreeport Green-Lights $4.5 Billion Copper Expansion in ArizonaU.S. SEC EDGAR, Bloomberg→MOS +17.4%todayThe Mosaic Company Reports Third Quarter 2026 Net Loss of $72 MillionU.S. SEC EDGAR→CF −4.4%todayCF Industries Reports First Nine Months 2026 Net Earnings of $1.78 BillionU.S. SEC EDGAR→

MOVERS TODAY

Materials · relative strength

LEADERSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

MOS +18.7%The Mosaic Company Reports Third Quarter 2026 Net Loss of $72 Million

CRH +14.9%CRH announces Cash Tender Offers, Exchange Offers and Consent Solicitations for Arcosa, Inc. Notes

SHW +14.0%Sherwin-Williams Amends Credit Agreement to Add $75,000,000 in Commitments

VMC +13.1%Vulcan Materials Company Reports Third Quarter 2026 Results

MLM +9.9%Martin Marietta Materials Acquires Lhoist North America in $12,887 Million Deal

2 more materials names · rank and driver for each

One click · free · no card

LAGGARDSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

CF −6.2%CF Industries Reports First Nine Months 2026 Net Earnings of $1.78 Billion

LYB −5.5%LyondellBasell reports third quarter 2026 earnings

FCX −5.2%Freeport Green-Lights $4.5 Billion Copper Expansion in Arizona

DOW −3.5%no event in 1W

STLD −3.2%no event in 1W

2 more materials names · rank and driver for each

One click · free · no card

INDUSTRYVS SPY · 1W1MBEAT SPYiBEAT SPYHow many of the industry's names beat SPY over the window.

•9/12 broad: most names participate.
•2/12 narrow: a couple of names carry the print.

Building Materials+12.6%+18.7%3/3▶

LEADING1W

LAGGING1W

Specialty Chemicals+4.4%+10.3%6/9▶

LEADING1W

LAGGING1W

Himma Investments

Home Portfolio News Earnings Macro Special Situations Themes

Home Portfolio News Earnings Macro Special Situations Themes

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