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Alcoa shares are on track for their worst day since President Trump announced sweeping tariffs in April 2025, trading as much as 12% lower after the Pittsburgh company said it would pay up to $5.6 billion for bauxite, alumina and aluminum assets in South Africa, Australia and Brazil. The BHP spinoff will receive $3.1 billion in cash, newly issued Alcoa stock worth roughly $1 billion that it plans to distribute to shareholders and future payments that could reach $750 million. The deal comes amid a decline in aluminum prices from near record highs reached when fighting in the Persian Gulf blocked the region's aluminum smelters from global markets.

Alcoa expands upstream portfolio with major South32 dealShares of Alcoa Corporation (NYSE:AA) declined nearly 5% in pre-market trading on Wednesday after the aluminium producer agreed to acquire South32’s bauxite, alumina and aluminium operations in a transaction valued at $4. 1 billion.

Investing.com - U.S. stock futures pointed lower on Wednesday as investors awaited fresh remarks from Federal Reserve Chair Kevin Warsh and monitored uncertain peace talks between the United States and Iran.

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

↘️Nike (NKE): Shares in the sneaker maker fell more than 3% premarket after it said it continued to face sales weakness in China. 🔎Alcoa (AA), South32 (AU:S32): Aluminum producer Alcoa agreed to buy the bauxite, alumina and aluminum assets of Australian miner South32 in a deal valued at up to $5.

Alcoa will acquire South32’s 86% interest in Worsley Alumina and full ownership of Hillside Aluminium.

Under the deal, Alcoa will acquire South32’s bauxite, alumina and aluminum assets in a deal worth up to $5.45 billion.

The deal includes stakes in a bauxite mine, alumina refinery, and aluminum smelter operations, Alcoa said.

Apogee Enterprises (APOG) delivered earnings and revenue surprises of +32.56% and +2.64%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

The sell-off may prove premature, as aluminum inventory levels remain relatively low and it's unclear when smelters in the Arabian Peninsula will return to full capacity.

Woodside executed an agreement with Alcoa to supply the alumina maker with 31.1 petajoules of Western Australian natural gas from 2027 to 2030.

CSTM lifts gross and net margins in Q1 2026 despite higher costs, aided by revenue growth, favorable metal prices and strong end-market demand.

CSTM and AA are benefiting from strong aluminum demand and higher prices, but differences in growth, valuation and capital returns may matter.

Investors may be wondering if Alcoa at US$65.55 is still offering value after its strong run, or if the easy gains are already behind it. The stock is up 15.9% year to date and 130.2% over the past year, although it has fallen 18.9% in the last week while being roughly flat over the past month with a 0.3% gain. Recent coverage has focused on Alcoa as a key aluminum producer listed on the NYSE, with investors watching how the stock reacts to shifting sentiment around materials companies. This...

Alcoa's (AA) stock pullback after the company flagged near-term headwinds was "overdone" relative to

In an investor presentation, Alcoa stated that it expects its Alumina segment to take an unfavorable hit of about $60 million in the second quarter.

Constellium's Packaging & Automotive Rolled Products revenues jump 24% in Q1 2026 as higher aluminum prices and packaging demand boosted results.

We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Alcoa (NYSE:AA) ranks #4 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller). Druckenmiller’s Stake: $99,057,000 Alcoa (NYSE:AA) is in the spotlight amid rising aluminium prices due to the ongoing Middle East conflict. Recently, UBS upgraded the […]

Aluminum prices on global exchanges have moved to multi year highs as supply disruptions in the Middle East tighten availability. This pricing shift directly affects Alcoa (NYSE:AA), a large integrated aluminum producer with exposure across mining, refining, and smelting. The development marks a new chapter for the stock, separate from earlier focus on valuation and share price momentum. Alcoa enters this supply driven upswing from a position of strong recent share price performance. The...

Investing.com -- The Canadian government announced on Wednesday its intention to extend key steel and aluminum tariff measures for an additional year to shield domestic industries from global trade distortions. The policy extension aims to counter non-market practices and prevent trade diversion from undermining local producers and workers. Subject to official approval, the extension will prolong the nation’s steel tariff-rate quotas for non-CUSMA partners until June 27, 2027. Additionally, hori

Constellium's A&T segment posts 18% shipment growth and 30% higher revenues in Q1 2026, aided by aerospace demand, defense strength and aluminum prices.

Alcoa stock extends gains as aluminum prices climb further to a four-year high. Here’s why AA shares remain worth buying at current levels.

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 104 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Up

CSTM surges 92.9% in six months as packaging, aerospace growth, rising aluminum prices and buybacks fuel momentum despite cost pressures.

ETN, CAT, FCX, GEV and AA are five non-tech stocks benefiting from rising power, infrastructure and metal demand for AI data centers.

Dow Jones giants Amazon and Caterpillar are setting up in short consolidations. The AI stocks lead five names near buy points.

Key recent performance signals Alcoa (AA) has drawn fresh attention after a period of strong stock performance, with returns of 3.3% over the past day, 14% over the past week and about 20% over the past month. See our latest analysis for Alcoa. The recent share price strength, with the stock at $75.58 and a 90 day share price return of 21.75%, sits alongside a 1 year total shareholder return of 176.11%, pointing to momentum that has built over time. If Alcoa’s run has you thinking about other...

Century Aluminum is Thursday's IBD Stock Of The Day as the largest U.S. aluminum producer is humming like rarely before thanks to Trump tariffs and fallout from the Middle East conflict. The good news has legs, which is why CENX stock continued to rise within buy range even amid a report that U.S. and Iranian negotiators see eye-to-eye on a potential 60-day ceasefire. Aluminum prices climbed 0.8% to a four-year-high $3,650 per metric ton and have climbed around 18% since the conflict began Feb. 28, according to CME Group data.

AA's Alumina segment faces shipment, pricing and cost pressure after Q1 declines, but maintained 2026 guidance points to expected improvement.

Freeport-McMoRan, Anglo American and Alcoa were among metal and mining stocks flashing buy signals or close to it on Tuesday morning on hopes for a sustainable end to the U.S.-Iran conflict. Meanwhile, the copper price dipped 0.4%, gold 0.3% and silver 0.1%. UBS upgraded Alcoa to buy from neutral, while raising its AA stock price target to 80 from 75.