Greg Abel, CEO of Berkshire Hathaway, has sold over 50% of the company's Nucor stake despite strong performance, while significantly increasing its position in Alphabet to become the third-largest holding. This contrarian move comes as hedge fund manager Bill Ackman has exited his Alphabet position, though Berkshire appears confident in the company's long-term AI prospects.

A temporary 10% global tariff expired on July 24 and was immediately replaced with new Section 301 duties covering 60 trading partners at 10-12.5% rates. The shift to Section 301 provides stronger legal footing, making these tariffs far more durable and likely permanent. Import-reliant companies face ongoing margin pressure, while domestic producers gain a competitive edge.

Cleveland-Cliffs stock surged 15.98% on strong quarterly results and upbeat guidance, driven by robust steel demand and pricing. The company's adjusted EBITDA jumped from $95 million in Q1 to $286 million in Q2, with expectations to reach approximately $575 million in Q3. The broader steel sector is thriving, with peers Nucor and Steel Dynamics also posting strong results.

The Trump administration imposed a 25% Section 301 tariff on Brazilian imports effective July 22, 2026, citing unfair trade practices. While key products like coffee, beef, and aerospace components are exempt, the tariffs could benefit domestic steel producers like Nucor by reducing import competition, while Embraer's aerospace exemption shields it from direct impact, though broader trade tensions pose future risks.

An investor outlines three dividend stocks he plans to hold through market downturns: Medtronic (a medical device company with 49 years of dividend increases), Realty Income (a REIT with 31 years of dividend growth and 5.2% yield), and Nucor (a steel maker with 50+ consecutive annual dividend hikes). The author argues that well-run companies remain well-run regardless of market conditions and represent solid long-term holdings.

A weakening US dollar during the second Trump administration could benefit industrial companies with strong international presence and overseas revenue. The article highlights three industrial stocks positioned to benefit: Nucor Corp., which dominates the domestic steel market and benefits from tariffs and reshoring; Ingersoll Rand, with significant European and Asian operations; and Illinois Tool Works, a diversified industrial company with international customer base and strong dividend yield.

The US Dollar Index has declined about 10% since January 2025 due to the Trump administration's focus on restructuring global trade, Federal Reserve rate cuts, and resilient global growth. Three stocks positioned to benefit from a weaker dollar are Caterpillar, Deere & Company, and Nucor Corporation. These companies benefit either through increased competitiveness of their exports or domestic pricing advantages. However, potential reversal risks exist if foreign countries rebuild dollar reserves.

U.S. stock futures fell on Monday as President Trump canceled Iran talks, citing divisions within Tehran. The market awaits the Federal Reserve's Wednesday meeting with 100% likelihood of unchanged rates. Key movers include Organon jumping 15% on a $11.75B acquisition deal, SAP rising 6.14% on cloud adoption acceleration, and Cheetah Net plummeting 22.12% following a reverse stock split announcement.

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.

Nucor, a major North American steelmaker, has achieved Dividend King status with 53 consecutive annual dividend increases despite operating in a highly cyclical industry. The company's use of flexible electric arc mini-mills, conservative balance sheet (0.35x debt-to-equity), and strategic diversification into higher-margin businesses enable it to weather industry downturns and capitalize on acquisition opportunities, making it a standout performer in the volatile steel sector.

Gerdau (GGB) surged 2.95% on February 11, 2026, as trading volume spiked to 63 million shares (286% above average) following a strong U.S. jobs report. The January jobs data showing 130,000 new jobs and 4.3% unemployment boosted cyclical stocks like steel producers, with investors anticipating increased construction demand and higher steel prices. Peer companies Nucor and Steel Dynamics also gained on the positive economic outlook.

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.