$NUE Nucor Tape Reports
Per Ticker.id: $NUE Nucor Tape Reports — 19 podcast mentions across 5 podcasts (30 days), latest 2026-08-25 22:05 UTC.
There's a right way and a wrong way to do everything. So far, most of the data center builders have been doing it the wrong way. You don't get hated so universally if you're being smart about what it takes to build one of these warehouses full of servers. Now that many states are rolling out new, maybe in some cases arduous regulations to slow down the data center buildout, it looks like the companies that are building these things on spec will wither on the vine. So let's go over how a modern trillion-dollar hyperscaler should go about building one. First, you have to take a page out of the Nucor playbook, the largest steel company in the country. As hated as data centers might be, they're not that disrupted anything other than energy prices. Comparatively, it's much worse to live next to a Nucor steel mill. Yet Nucor has no trouble citing them. People love them.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25It's harder than you might think. But first, let's do the numbers. The Dow Jones Industrial Average added 160 points. 3/10% to finish at 53,577. The Nasdaq picked up 171 points, 2/3 of a percent, to close at 26,151. And the S&P 500 improved 24 points, 3/10%, ending at 7,677. In the ongoing trade fight with the U.S., Canada responded today with retaliatory tariffs on about $20 billion of U.S. goods. Including things like steel and aluminum. Investors saw some opportunity. Nucor, a Charlotte, North Carolina-based steel producer, saw a 1.2% bump on the news. Steel Dynamics out of Fort Wayne, Indiana picked up 0.8%, and aluminum producer Alcoa gained 3.8%. Bonds rose. Yield on the 10-year T-note fell to 4.62%. You're listening to Marketplace.
Amy Scott — Marketplace · Preparing for an AI tax crisis · 2026-08-25But what's about— everybody's getting fooled. Nucor goes into a town, says, we're coming to the town, I'm going to meet with everybody. Okay, we're going to do the steel—
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24Hi, Justin and Luke. This is Jay from Salt Lake City. I've been trying to compare two companies and I was wondering what your thoughts were. The first is Nucor, the ticker is NUE. The second is Steel Dynamics and the ticker is STLD. I would love to know your opinion about it. Thanks again. Keep the great work up.
Steve Peasley — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22Ah, looking at a steel producer, NUE and Steel Dynamics. Well, this is interesting because I've done multiple rounds of analysis and a lot of people look at US Steel, which is simple, simple X. Maybe they got bought out, but that was around for a long time. But always I go back to these two: Steel Dynamics, STLD, and Nucor. Both are by far the best steel companies in America when it comes to— from an investment standpoint. Now, which one's better? I always go back and forth, to be honest with you, because they both have You know, for a business that tends to be very cyclical, just look at— while Steel Dynamics is, like I said, one of the better ones with Nucor, their business is up and down. 2019, they made $3.05, then $2.84 in 2020, then $16 in 2021, then '22, they made $22.68, then down to $14, then down to $9, and then down to $7, now back up to $16, and then $19 next year. That's a very cyclical business that is up and down. And Nucor is not really any different. They have the same general trajectory from year to year. So it's hard for me to say, oh, this one is way better than the other, because once again, it's kind of splitting hairs. Now, if you go look at the long-term trailing returns for Nucor, the 10-year return is 17.8%, 15-year return is 15.3%. What are we for Steel Dynamics? Yeah, 15 years, 22.6%. So it's much better for Steel Dynamics. And that's why I've, I've always leaned a little more Steel Dynamics. So I've never actually looked at those numbers, but if I'm going to pick on— pick one, I'm just going to go with the one that has the better long-term performance, and that's going to be Steel Dynamics. The next Invest Talk, we'll look into the story regulation catches up to digital assets. We'll walk through what regulatory framework would actually change for ordinary investors. That story is for Monday. But for now, I'm Justin Klein, ready to take your calls anytime at 888-99-CHART. At KPP Financial, accountability means more than advice. It means we invest alongside you through our parallel investing approach.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22Sure, let's take a look at Nucor Corporation. That is N-U-E. Uh, it is America's largest steel producer and recycler. Um, so they operate steel mills down to create downstream steel products. They have a raw materials division. Uh, so they're involved all throughout North America, not just in the United States, in selling these steel products. Geographically speaking, 100% of their revenue comes from North America, and they've been doing real well. Over the past year or so. I mean, revenue is up on an annual basis about 10% year over year. Stock's up 67.62% over the past 52 weeks. Net sales in their most recent quarter was up 23% year over year. That beat estimates. Uh, EBITDA hit $2 billion, and they saw record Q2 steel shipments at 91% utilization. So the higher average selling prices are really helping this company. And in fact, you know, off of earnings, which were at the end of July, uh, management said that they're expecting higher consolidated earnings in Q3 as well. Now, one thing that you might see as a flag, which I'm seeing here, is there's been a lot of net selling from insiders. But I mean, this thing is, is reached an all-time high here back when it was trading just under $300 a share a mere days ago. You know, it was a healthy pullback, 3.32%. But, you know, from a valuation perspective, I mean, this company is still pretty much near the average of where it's been over the past 5 years. Not too expensive and not too cheap. The momentum trend is certainly still strong and positive here. It's crushing its industry, outperforming by about 13%. You know, I like this company. Um, it's got very little debt. It's got only $7 billion in debt on a $56 billion market cap company with projected $3.35 billion in free cash flow. Um, I think even at these multiples, it appears to be a pretty solid deal because in a lot of ways, this is really America's best-run steelmaker on the back of the best performance it's had for 2 consecutive quarters. So, you know, I like it. I think a pullback here is probably a bit healthy. But given its valuation, I don't know how much more it has to run down should this growth keep up. So I'm a fan of it.
Luke Guerrero — InvestTalk · The dollar's slide and what it does to your foreign holdings · 2026-08-21That is Nucor Corporation, ticker NUE. Thanks for the call. All right. From time to time, we get questions on our Invest Talk, or from HubSpot, that is. And HubSpot is our questions from our website investtalk.com. So here's one that came in actually just today, and it is on ticker ZTS. It says, so this Inc. is aggressively buying back shares at current prices. I would appreciate your insight. All right. Uh, this company has in fact been buying back shares in a pretty aggressive way recently. Uh, it is the world's largest animal health company. Typed in the wrong ticker there. Uh, yeah, world's largest animal health company. Uh, they have not been doing well in terms of their performance over the past 3 years from a pricing perspective. Uh, you are seeing Revenue falling year over year. You are seeing earnings per share remaining steady. Return on equity is growing. Margins are, are steady as well. It is a $31 billion market cap company with only about $9 billion in debt, so nothing too crazy there from a balance sheet perspective. But I mean, they reported earnings on August 6th and things weren't great. They missed on revenue. Um, they had organic revenue down 1% year over year. Their companion animal division, which is their largest division, uh, saw revenue down 11% year over year within the United States. Uh, they even revised their guidance downward. So I don't know, I mean, this thing's been trading sideways since the beginning of— let's see, it's been trading sideways since the beginning of May. But there's not a lot of like here, you know. You got a company that is, is— had poor performance, it's trading at the low end of its valuation, yes, but again, these are relative multiples. So if earnings reset, certainly it can head higher. Uh, that's how— that's what happens when you divide one number by another number. Uh, if the denominator goes down, the price is gonna follow. And so I'm not really in favor of, of buying a company that has just delivered its second consecutive guidance cut. Um, so for me, you know, uh, Zoetis, ticker ZTS, gonna have to pass. All right, why don't we fit in another voicemail question now?
Luke Guerrero — InvestTalk · The dollar's slide and what it does to your foreign holdings · 2026-08-21The headlines that Rachel just mentioned, one, Bank of America was the largest sell by dollar volume. But this is the 5th consecutive quarter they've trimmed that stake, so I'm not sure I'd call that a surprise by any, any stretch. It's still one of the top 5 holdings in the portfolio, still 9.3% stake in the company. Trimmed a few other financials. Capital One was cut by more than half. Ally Financial was slightly trimmed. Ally generally seems like they trim it to keep the stake just under 10%. Over time, they buy back stock and the stake goes up. They reduced exposure to Nucor during the quarter. For me, the biggest surprise out of the sells was trimming that stake in Kroger that Rachel mentioned. That was the one that really stood out to me right now. If I'm looking at what's going on geopolitically, if I'm looking at what's going on, just talking to friends about how they feel about the economy and where, where they're having to cut back, it seems like not a great time to be getting rid of a company that people have to go to no matter what. So it seems like a cautious play that I would expect, especially a company like Berkshire to hold onto. An environment like this, but that's the one that really stood out to me as a surprise.
Matt Frankel — Motley Fool Hidden Gems Investing · Berkshire Hathaway Hasn’t Done This in Over 3 Years · 2026-08-17