Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Alcoa Corporation (AA) Reports for Q2 2025; Earnings Beat Estimates

Due to strong hedge fund interest, Alcoa Corporation (NYSE:AA) is among the 11 Best Mineral Stocks to Buy According to Hedge Funds.

A construction crew working on a solar energy system, revealing the company’s drive for success.

On July 16, 2025, Alcoa Corporation (NYSE:AA) reported results for Q2 2025, which turned out to be a stronger-than-expected quarter. The company reported an adjusted EPS of $0.39 per share, surpassing estimates of $0.29. Meanwhile, sequential revenue went down by 10% to $3 billion. Lower alumina and aluminum prices, along with a $95 million tariff (including the 50% U.S. Section 232 tariff on Canadian aluminum), had a heavy impact, also dragging adjusted EBITDA down by $542 million to $313 million. To mitigate the tariff impact, the company is planning to reroute 100,000 or more metric tons to non-U.S. purchasers.

On the strategic side, Alcoa Corporation (NYSE:AA) closed its $1.35 billion Ma’aden JV exit on July 1, 2025, selling its 25.1% stake in the venture to Saudi Arabian Mining Company. Meanwhile, the company continued with its commitment to sustainable actions with initiatives like EcoLum sales and supply extensions with Prysmian.

Looking ahead, improved alumina performance and tariff-offsetting Midwest premiums are expected in Q3. However, the company expresses caution due to power-related delays at San Ciprián. Alcoa has faced a challenging environment due to the high cost of energy at the site for an extended period.

After the earnings release, on July 18, 2025, Morgan Stanley cut its price target for AA from $40 to $38, while maintaining an ‘Overweight’ rating, citing the company’s short-term market condition and strategic outlook.

With its operations in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally, Alcoa Corporation (NYSE:AA) is engaged in the bauxite mining, alumina refining, aluminum production, and energy generation business. It is included in our list of the Best Material Stocks.

While we acknowledge the potential of AA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AA and that has 100x upside potential, check out our report about this cheapest AI stock.

Disclosure. None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!