Tariffs Rose: 1 Steelmaker Thrived, 1 Still Struggles

Steel Dynamics and Cleveland-Cliffs reported Q1 2026 earnings amid a 50% tariff on imported steel that has reduced U.S. imports to 17-year lows. Steel Dynamics thrived with $403 million in profit and a 13% EBITDA margin, while Cleveland-Cliffs posted a $229 million loss with only a 2% margin. The divergence stems from their business models: Steel Dynamics uses efficient electric arc furnace technology and owns its own scrap recycling network, while Cleveland-Cliffs operates expensive integrated blast furnaces with high fixed costs and union labor obligations.

04/24/2026, 10:19 AM • Investing

Here's Why Steel Dynamics Stock Spiked This Week and How That Could Continue

Steel Dynamics reported record quarterly shipments and an 84% increase in net income, driving its stock up 10.6% this week. The company capitalized on strong pricing and high mill utilization. In contrast, Cleveland-Cliffs faced headwinds from unfavorable contract pricing and high energy costs. Nucor's upcoming earnings report could further boost Steel Dynamics if it signals similar challenges in the sector.

04/24/2026, 10:11 AM • The Motley Fool

Is Cleveland-Cliffs Stock a Steal Buy After Falling Off the Cliff This Week?

Cleveland-Cliffs stock plunged 32.5% after reporting a $1.4 billion net loss for 2025, driven by weak automotive demand and an unprofitable steel slab contract with ArcelorMittal USA. However, management projects a strong 2026 recovery as automotive volumes recover, steel prices surge to two-year highs, and Canadian import restrictions benefit its Stelco subsidiary. The stock may represent a turnaround opportunity despite near-term challenges.

02/13/2026, 12:12 PM • The Motley Fool

Stock Market Today, Feb. 9: Cleveland-Cliffs Shares Slide After Revenue Miss and Full-Year Net Loss

Cleveland-Cliffs stock plummeted 16.43% after reporting Q4 2025 revenue that missed Wall Street expectations and a full-year net loss of $1.4 billion. However, management provided an optimistic 2026 outlook with expected steel shipment increases of over 3% and cost-cutting initiatives. A pending strategic partnership with South Korea's Posco Holdings could be announced in the first half of 2026.

02/09/2026, 5:11 PM • The Motley Fool

Software Stocks Rebound, Silver Rallies 6% To $82: What's Moving Markets Monday?

Software stocks extended their rebound with the iShares Expanded Tech-Software Sector ETF jumping over 3%, while the Nasdaq 100 climbed 1% and S&P 500 added 0.7%. Silver led commodities with a 6% rally to $82, while oil jumped 2% and gold rallied 2.5%. Notable gainers included AppLovin Corp surging 14%, Oracle rising 11%, and Palantir Technologies up 7%. Crypto markets lagged with Bitcoin slipping 0.4% to $70,000.

02/09/2026, 1:16 PM • Benzinga

Why Did Cleveland-Cliffs Stock Jump This Week?

Cleveland-Cliffs stock jumped nearly 10% this week after recovering from a previous analyst downgrade. Despite Keybanc's neutral rating citing valuation concerns and increased costs, steel stocks are climbing due to strong demand from infrastructure, construction, and automotive sectors, alongside supply-side factors like tariffs. Upcoming earnings will be critical to determine if gains are sector-wide or company-specific.

01/17/2026, 10:26 AM • The Motley Fool

Why Cleveland-Cliffs Stock Popped Today

Cleveland-Cliffs reported Q3 earnings with a net loss and missed revenue estimates, but saw stock surge due to potential rare earth mineral opportunities and a new memorandum of understanding with a global steel producer.

10/20/2025, 12:19 PM • The Motley Fool

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Rise— Micron, Bitmine, Coinbase In Focus

U.S. stock futures rose on Monday, with investors anticipating major earnings reports from tech and consumer companies. Market analysts highlighted strong corporate earnings but warned about potential consumer pressures from increasing tariffs.

10/20/2025, 5:15 AM • Benzinga

Why Investors Were Fired up About Cleveland-Cliffs Stock Today

Cleveland-Cliffs successfully upsized its senior unsecured notes offering from $200 million to $275 million, demonstrating strong investor confidence in the steel manufacturer's financial health and debt management strategy.

10/08/2025, 4:10 PM • The Motley Fool

Cleveland-Cliffs Rally Tops S&P 500: Can It Continue?

Cleveland-Cliffs is experiencing a significant stock rally driven by U.S. trade tariffs, onshoring initiatives, and potential steel market recovery, with the company seeing record steel shipments and potential earnings growth.

10/06/2025, 1:05 PM • Investing

Cleveland-Cliffs Valuation Signals Deep Discount as Market Rotation Looms

Cleveland-Cliffs is potentially undervalued with strong future growth expectations, trading at 73% of its 52-week high. The company could benefit from domestic steel demand in semiconductor and infrastructure projects, with potential for significant EPS growth and a possible short squeeze.

08/25/2025, 4:11 PM • Investing

Why Cleveland-Cliffs Stock Popped by Nearly 21% This Week

Cleveland-Cliffs reported Q2 revenue of $4.9 billion with a net loss of $247 million, which exceeded analyst expectations. Multiple analysts upgraded price targets, with KeyBanc changing its rating to overweight and setting a $14 target price.

07/25/2025, 7:04 PM • The Motley Fool

Bragar Eagel & Squire, P.C. Is Investigating GoHealth, Semler, and Cleveland-Cliffs and Encourages Investors to Contact the Firm

Law firm investigating potential securities law violations for three companies: Semler, GoHealth, and Cleveland-Cliffs, following DOJ investigations and financial performance issues.

07/23/2025, 7:24 PM • GlobeNewswire

Steel Dynamics Bets on Growth Despite Earnings Miss and Tariff Headwinds

Steel Dynamics reported mixed Q2 2025 earnings with revenue and EPS below expectations, but remains optimistic about future growth due to potential economic expansion and strategic investments in steel and aluminum production.

07/23/2025, 4:24 PM • Investing

Wall Street Extends Records, Gold Rallies To $3,400: What's Moving Markets Monday?

Wall Street indices extended record highs on strong earnings and investor confidence, with gold prices surging to $3,400 amid dollar weakness and speculation about Federal Reserve leadership.

07/21/2025, 12:44 PM • Benzinga