---
title: "Lithium Dominance Meets Compute Pivot: Supply Chain Metrics Redefined"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300418283.md"
description: "Lithium and aerospace supply chains show resilience amid strategic shifts. ALB.US maintains lithium dominance despite acquisition setback, HD.US outperforms in home improvement, and HWM.US gains from aviation recovery. SOFX.US ETF growth reflects tech disruption trends while MXLL.US leveraged play capitalizes on energy market volatility."
datetime: "2026-09-29T10:17:54.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300418283.md)
  - [en](https://longbridge.com/en/news/300418283.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300418283.md)
generator: "portal-rs"
---

# Lithium Dominance Meets Compute Pivot: Supply Chain Metrics Redefined

Albemarle Corporation (ALB.US) reported Q2 energy storage segment contributing 73.23% of $1.74B revenue with 22% sequential growth, even as Gina Rinehart rejected its $4.3B Liontown bid citing undervaluation. Home Depot (HD.US) saw North American markets drive 14.6% revenue increase to $47.86B, prompting analyst target price hikes following stronger-than-expected same-store sales.

Howmet Aerospace (HWM.US) aerospace engine components accounted for 53.79% of $2.55B revenue, rising 10.1% sequentially amid Boeing 737 MAX production acceleration. HIVE Blockchain (HIVE.US) pivoted compute capacity toward AI model training in May 2026, initiating pilot projects with cloud infrastructure partners. iShares Exponential Technologies ETF (SOFX.US) crossed $5B in assets under management during Q2 on quantum computing and synthetic biology exposure.

MicroSectors Oil & Gas Explorers ETN (MXLL.US) triggered leveraged mechanisms after Permian Basin output declines, drawing record June inflows. AMETEK (AME.US) aerospace order book expanded 25% year-to-date, while Canaan (CAN.US) struggled with cryptocurrency regulatory headwinds despite new AI chip miner releases. Oxford Industries (OFAL.US) achieved 40% sustainable material adoption in spring collections, and Bureau Veritas (BURU.US) secured EU carbon verification contracts boosting green service revenue to 35% of total.

### Related Stocks

- [ALB.US](https://longbridge.com/en/quote/ALB.US.md)
- [HD.US](https://longbridge.com/en/quote/HD.US.md)
- [HWM.US](https://longbridge.com/en/quote/HWM.US.md)
- [HIVE.US](https://longbridge.com/en/quote/HIVE.US.md)
- [SOFX.US](https://longbridge.com/en/quote/SOFX.US.md)
- [MXLL.US](https://longbridge.com/en/quote/MXLL.US.md)
- [AME.US](https://longbridge.com/en/quote/AME.US.md)
- [CAN.US](https://longbridge.com/en/quote/CAN.US.md)
- [OFAL.US](https://longbridge.com/en/quote/OFAL.US.md)
- [BURU.US](https://longbridge.com/en/quote/BURU.US.md)

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- [Here’s How Much You Would Have Made Owning AMETEK Stock In The Last 5 Years](https://longbridge.com/en/news/300367839.md)
- [Home Depot (HD) Stock Is a Falling Knife—When Should We Catch It?](https://longbridge.com/en/news/300759662.md)
- [Ametek declares R$ 0.0498994250 dividend per unit for Q3 2026](https://longbridge.com/en/news/300819984.md)
- [Home Depot opens 1.1-million-sq-ft flatbed delivery center in Westminster, Massachusetts](https://longbridge.com/en/news/300802344.md)
- [Top 3 Consumer Stocks That May Rocket Higher In Q3](https://longbridge.com/en/news/300557358.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**