News — AI supercycle headlines

Barrons.com1d agoneutral

‘Historic’ Plastic Price Hikes Are Pushing Companies to the Edge

Rising oil prices are tightening plastic supply and driving costs to historic highs, experts warn. Can companies absorb the blow?

DOW KO PEP PG

Simply Wall St.3d agoneutral

Dow Taps Data Center Liquid Cooling Theme In AI Infrastructure Story

Dow Inc. (NYSE:DOW) is being identified as a key supplier of liquid cooling fluids for data centers. The company is linked to the expanding use of liquid cooling as AI and cloud computing raise data center power density. This development highlights Dow's role in a segment tied to digital infrastructure demand. For you as an investor, the interest around Dow's position in data center liquid cooling sits on top of its broader chemicals and materials portfolio. As AI workloads and cloud...

DOW

Zacks5d agoneutral

Zacks.com featured highlights include Dow, Valero Energy, Ultrapar Participacoes and Nexa Resources

DOW, VLO, UGP and NEXA are highlighted as PEG-driven GARP stocks combining discounted valuations with strong growth potential.

DOW VLO

Zacks5d agoneutral

4 PEG-Driven GARP Stocks Offering High Growth Potential for 2026

PEG-driven GARP stocks like Dow, Valero, Ultrapar and Nexa combine discounted valuations with strong long-term growth potential for 2026.

DOW VLO

Zacks6d agoneutral

DOW vs. AIQUY: Which Stock Is the Better Value Option?

DOW

Simply Wall St.7d agoneutral

Assessing Dow (DOW) Valuation After Recent Share Price Momentum And Modest Undervaluation

Dow (DOW) has been drawing attention after a period of mixed share performance, with gains over the past 3 months and year, set against weaker multi year returns and a recent month pullback. See our latest analysis for Dow. Recent trading suggests momentum has cooled slightly, with a 7 day share price return of 7.34% and a 90 day share price return of 25.93%, set against a 5 year total shareholder return decline of 21.84%. If this kind of materials exposure is on your radar, it could be a...

DOW

Simply Wall St.11d agoneutral

Should Dow’s ESOP Share Shelf and CEO Transition Prompt Reassessment From Dow (DOW) Investors?

In late April 2026, Dow Inc. filed a US$2.31 billions shelf registration for up to 60,000,000 common shares tied to an ESOP-related offering, shortly after reporting first-quarter 2026 sales of US$9,794 million and a net loss of US$533 million, with basic and diluted loss per share of US$0.74 from continuing operations. These results arrived as Dow prepared for a leadership transition to new CEO Karen S. Carter, signaling a period of operational and capital-structure reassessment following...

DOW

Zacks12d agoneutral

Dow and Louisiana-Pacific have been highlighted as Zacks Bull and Bear of the Day

Dow surges on petrochemical supply shocks and rising prices, while Louisiana-Pacific struggles with weak OSB demand and falling earnings outlook.

DOW NOW

Zacks12d agoneutral

Bull of the Day: Dow Inc. (DOW)

Known for its cyclical but lucrative earnings potential, Dow Inc. is benefiting from major disruptions in the global chemical supply chain.

DOW