M&A window opens: Newmont needs gold, Lahontan has it – optimism at Commerzbank
Gold is currently on a roller-coaster ride. But behind the scenes, declining ore grades and challenging regulatory requirements are weighing on the business of…
Disruption at the core of Big Tech and EVs – How HPQ Silicon could shape Micron and BYD
The future of artificial intelligence infrastructure and electric mobility will not be determined by software alone. Both megatrends are increasingly encountering physical limitations that…
Pulling the plug on cancer: Agios Pharmaceuticals, Revolution Medicines, and Vidac Pharma
Without health, everything else is nothing. In recent years, companies in the pharmaceutical and biotech sectors have already achieved major successes when it comes…
Over 200% chip rally over? Are takeovers coming now? AMD, Power Metallic, Infineon and Aixtron in focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive…
This Market Is Growing 17.1% Annually: Bayer and KWS SAAT Rethink Their Strategies – MustGrow Biologics Gains Momentum
Created and published on behalf of MustGrow Biologics Corp.It is not only drought that is putting pressure on farmers. Regulators are increasingly banning chemical…
Tungsten Emergency: Why Almonty Is Exceptionally Positioned – Sandvik and Lockheed Martin Under Pressure
Beijing's tightened export controls on critical raw materials such as tungsten show how heavily the West depends on established supply chains. China still controls…
Burry’s Short Attack on Micron Technology, BioNTech’s Radical Overhaul and Strategic Resources: a Still-Quiet Commodities Player!
While the AI boom continues to promise enormous profits, the first cracks are beginning to appear. High-profile investors are suddenly betting against some of…
Bloom Energy, RE Royalties, FuelCell Energy: New Billions for the Energy Future
Global energy demand is growing rapidly, driven by AI data centers, electrification, and the transformation of power supply. At the same time, multi-billion-dollar investment…
Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX
After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction.…
One of the best silver intercepts in the world year to date
Group Eleven Resources reports one of the strongest silver intercepts globally this year. CEO Bart Jaworski discusses drilling, jurisdiction advantages and exploration plans in…