CNBC's Jim Cramer has singled out Agnico Eagle Mines as his top pick in the gold mining sector, emphasizing its high-quality reserves in politically secure regions like Canada as a critical hedge amid tightening global supply and rising instability.
Investment firm Jefferies raised its price target for SLB (NYSE: SLB) to $58, maintaining a Buy rating, as the oilfield services giant benefits from a valuation rebound and a major contract win in Oman.
Barrick Gold Corporation sees a wave of analyst optimism as UBS, JPMorgan, and Scotiabank raise price targets, citing strong central bank demand, geopolitical uncertainty, and the stock's discounted valuation.
Publicly traded Bitcoin mining companies are facing a severe sell-off as Bitcoin's price decline erodes profitability and forces a strategic reckoning for the sector.
For income-focused investors weighing the two U.S. oil titans, Chevron's higher dividend yield may tip the scales, despite ExxonMobil's larger scale and longer track record of payout growth.
While Nvidia's China sales await a regulatory green light, a deeper shift is underway. The AI boom's next phase is being constrained by power management, memory, and advanced packaging, reshaping value across the semiconductor landscape and turning mature foundries into critical enablers.
Australia-listed Nova Minerals Ltd. is set to relocate its corporate headquarters to the United States, a strategic pivot driven by its burgeoning American shareholder base and a quest for deeper capital markets access as it advances its Alaskan gold and critical minerals project.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Amid a buoyant market rally, companies where executives and directors hold significant stakes are drawing investor attention. We examine three firms with robust earnings forecasts and substantial insider ownership, weighing their growth potential against underlying risks.
In a move to diversify strategic mineral supplies, a partnership between M2i Global and Volato Group has delivered its first shipment of Australian titanium ore to the United States for testing and analysis.
The Bank of England is poised to hold interest rates at 3.75% this week, with economists now predicting the next cut will not arrive until May. The Monetary Policy Committee remains divided on the path forward, balancing cooling inflation against persistent structural pressures and political uncertainty.
Wael Sawan's proposed £19m pay package reflects investor approval of Shell's strategic pivot away from renewables towards oil and gas, placing him among the UK's highest-paid executives.
Amid market volatility, one investor outlines a strategic pivot towards Brookfield Renewable, Hormel Foods, and Clorox, betting on their resilient dividends and growth potential.
Crude oil futures showed minimal movement Thursday, caught between hopes for eased Middle East tensions from upcoming diplomatic talks and supportive supply data. Gasoline futures edged higher as traders weighed mixed signals from inventories and geopolitics.
A coalition of major investors has filed resolutions challenging BP's pivot back toward oil and gas, demanding greater transparency on capital allocation and how the strategy aligns with earlier climate pledges ahead of the annual meeting.
In a major consolidation move, Dallas-based chip giant Texas Instruments (TI) has agreed to acquire Austin's Silicon Labs for $7.5 billion in cash, aiming to bolster its embedded and wireless connectivity portfolio.
As SpaceX moves toward a potential public offering following its record-breaking purchase of xAI, the Destiny Tech100 fund emerges as a rare public conduit for pre-IPO exposure. Analysts debate the fund's strategic window and the long-term implications of a combined space and AI titan.
As the semiconductor sector rides the AI wave, a strategic divergence emerges between the industry's indispensable foundry, TSMC, and the diversified giant, Broadcom. With valuations and growth trajectories telling different stories, we analyze why portfolio concentration on one may be the prudent move for 2024.
Elon Musk consolidates his space and AI ventures, positioning SpaceX's Starship rocket as the cornerstone for an ambitious vision of space-based computing infrastructure.
Brookfield Asset Management (BAM) reported robust fourth-quarter and full-year 2025 results, highlighted by record fee-related earnings and a 15% dividend increase. The alternative asset giant also announced the appointment of Connor Teskey as CEO, signaling a planned leadership transition, while outlining an aggressive growth strategy centered on AI infrastructure and private wealth expansion for 2026.
