Aris Mining (TSX:ARIS) has consolidated leadership under founder Neil Woodyer, while its stock has nearly doubled in three months. Analysts are divided on whether the current valuation gap presents an opportunity or a red flag, as the company's ambitious growth narrative collides with a sky-high P/E ratio.
Aris Mining (TSX:ARIS) has undertaken a significant corporate restructuring, reinstating founder Neil Woodyer as both Chairman and CEO while outlining elevated production goals for 2026. The move, aimed at streamlining operations, places the company's ambitious Marmato expansion and near-term execution squarely under Woodyer's renewed command.
McEwen Mining (NYSE: MUX) presents a complex picture for investors, with recent share price movements showing short-term declines against a backdrop of longer-term gains. As the market digests its latest financial results—$166.5 million in revenue alongside an $11.9 million net loss—questions arise about how to value its exposure to gold, silver, and copper. This analysis delves into the valuation metrics and market sentiment surrounding the miner.
Cipher Mining's strategic shift from Bitcoin mining to building AI data centers for Amazon, funded by a $2 billion debt offering, has triggered a sharp sell-off as markets weigh the long-term contracts against new financial risks.
Fueled by optimism over its role in powering next-generation AI data centers for tech giants, Arista Networks (ANET) is back in the spotlight. But with its valuation telling two different stories, investors are grappling with whether the stock is a buy or if future growth is already priced in.
French cybercrime prosecutors searched X's Paris headquarters, expanding an investigation into Grok AI over alleged deepfake pornography, Holocaust denial, and data violations. The probe coincides with regulatory actions in Britain and the EU.
Foran Mining (TSX:FOM) has delivered staggering returns to investors over the long term, yet a recent pullback and a stark DCF valuation model raise critical questions. Is the current price a buying opportunity or a sign of overheating? We examine the numbers and the narratives shaping this junior miner's story.
French cybercrime units, supported by Europol, conducted a search of X's Paris offices Tuesday as part of a criminal investigation into whether its Grok AI system was used to create and disseminate illegal material, including child sexual abuse imagery and Holocaust denial content.
French prosecutors have conducted searches at the Paris offices of social media platform X, advancing an investigation into the alleged dissemination of child sexual abuse material and AI-generated deepfakes. The probe, which also examines Holocaust denial content from the platform's Grok AI, signals escalating regulatory pressure on Elon Musk's company in Europe.
After a meteoric 442% surge over 90 days, Hycroft Mining Holding (HYMC) shares are experiencing a sharp pullback, raising questions about its sky-high valuation and the sustainability of its rally amidst ongoing operational challenges.
Cipher Mining Technologies announces a strategic shift, securing a 15-year lease with Amazon Web Services for its new Texas data center and planning a $2 billion debt offering to fund the AI-focused facility, marking a significant departure from its origins in cryptocurrency mining.
A notable spike in bearish options trading and insider stock sales at Chewy (CHWY) is raising eyebrows ahead of the pet e-commerce giant's March 25 earnings report. While the stock appears undervalued by some metrics, its high valuation multiples and shifting market sentiment present a complex picture for investors.
Bitcoin fell below $73,000 on Feb. 4, 2026, reaching its lowest level since April 2025 and triggering a double-digit selloff in major mining stocks. The decline extends a four-month retreat from all-time highs, pressured by large holder sales and waning mining profitability.
Shares of Almonty Industries surged to an all-time peak following updates to the U.S. 'Project Vault' initiative, which aims to secure domestic supply chains for over 50 critical minerals, boosting rare earth and mining stocks.
Shares of Hycroft Mining Holding Corp. (HYMC) jumped sharply Tuesday, buoyed by a rebound in gold and silver prices and promising new drilling data from its Nevada deposit.
Investment firm Legacy Ridge Capital Management reported a 7% net return for 2025, citing market volatility for underperformance. In its Q4 letter, the firm detailed its concentrated portfolio strategy and highlighted its position in powersports manufacturer Polaris Inc. (PII), a stock that has gained nearly 50% over the past year.
Aristotle Capital Management's Value Equity Strategy sold its position in beverage giant Constellation Brands in Q4 2025, citing a strategic pivot towards AI-driven opportunities despite the company's steady performance. The move comes as value stocks outperformed and AI dominated corporate earnings discussions.
Amid a surging market where value stocks outperformed and AI dominated corporate earnings calls, Aristotle Capital Management's Value Equity Strategy sold its position in Commerce Bancshares (CBSH). The firm cited a strategic pivot towards AI-driven stocks with higher perceived upside and lower risk, despite the regional bank's steady performance.
Aristotle Capital's latest investor letter reveals Uber (UBER) was a significant portfolio detractor in Q4 2025, as a broad market shift toward value stocks and away from high-growth names pressured the ride-hailing giant's shares despite a resilient economic backdrop.
As the race to build AI infrastructure intensifies, Arista Networks stands out not just for its technology, but for its formidable financial strength. With no debt and a sizable cash reserve, the networking specialist is positioned to aggressively fund its roadmap while competitors navigate tighter capital markets.
