Champion Iron reports steady Q3 operational performance with improved costs and significant progress on its high-grade DRPF project. The company also details the fully-financed plan to acquire Norway's Rana Gruber, aiming to strengthen its foothold in the European steelmaking market.
Valero Energy reported a robust fourth quarter, with net income surging to $1.1 billion, driven by strong refining margins and record operational performance. While renewable diesel faced headwinds, ethanol profits soared. The company outlined disciplined capital plans and highlighted potential tailwinds from policy clarity and increased access to discounted heavy crude.
Once crypto miners, IREN and Applied Digital have pivoted to AI infrastructure, delivering staggering returns. But as valuations soar, investors face a critical choice between predictable cash flow and high-growth optionality.
German industrial giant Thyssenkrupp is exploring the sale of a significant minority stake in its Rothe Erde bearings division, a move analysts say could signal a broader portfolio reshuffle and highlight persistent valuation gaps within the conglomerate.
The Bitcoin-to-gold ratio has slumped close to its 2017 level, fueling a fresh round of scrutiny over the cryptocurrency's viability as a long-term store of value amidst a resurgent precious metals market and persistent macroeconomic uncertainty.
United Rentals reported strong Q4 results, driven by data center and power sector demand, and issued 2026 guidance forecasting continued revenue growth. Management highlighted a robust project pipeline while navigating margin pressures.
Thermo Fisher Scientific reported a strong finish to 2025, with Q4 results exceeding expectations. While navigating currency volatility and tariffs, the life sciences giant highlighted growth in core biopharma sectors, strategic acquisitions like Clario, and a solid 2026 outlook.
As the FTSE indices reel from weak Chinese trade data, a screen of undervalued UK equities reveals potential opportunities. We examine three companies trading significantly below their estimated cash flow value.
Sciwind Biosciences secures Chinese approval for its GLP-1 agonist Xianyida, entering a crowded but high-stakes diabetes treatment market dominated by global giants, as the country grapples with the world's largest diabetic population.
Parker-Hannifin posts record-breaking Q2 fiscal 2026 results, fueled by robust organic growth and margin expansion, particularly in aerospace. The industrial giant raises full-year guidance and details strategic progress on its planned acquisition of Filtration Group Corporation.
United States Antimony (UAMY) faces a volatile market reaction following Washington's reported reversal on critical mineral price supports, casting uncertainty over its strategic expansion into Bolivia.
Shares of FMC Corporation have surged over 13% in the past month, sparking debate among investors. While the short-term bounce offers relief, it contrasts sharply with a punishing 70% decline over the past year. Analysts and investors are now weighing whether the current valuation gap represents a genuine opportunity or a reflection of deep-seated challenges.
London-listed mineral sands explorer Capital Metals (LON: CMET) is projected to reach breakeven within two years, with analysts forecasting a first profit in 2028. The debt-free company's path hinges on achieving a steep annual growth rate amid its investment phase in UK and Sri Lankan projects.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
UBS has launched coverage of Arcellx with a Buy rating and a $100 price target, signaling growing Wall Street confidence in a biotech sector recovery and spotlighting the company's promising CAR-T therapy for multiple myeloma.
Clinical-stage biopharma Mineralys Therapeutics has filed its New Drug Application for lorundrostat, a potential treatment for resistant hypertension, following positive results from multiple trials. The move positions the company for a potential 2026 market entry and has drawn upgraded price targets from analysts.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
Shares of Southern Copper Corporation (SCCO) surged nearly 18% following the release of its blockbuster 2025 financial results, which featured record annual earnings and a dual cash-and-stock dividend. The performance underscores the miner's robust cash generation but also intensifies scrutiny over its lofty valuation and the execution risks of its massive project pipeline.
Thyssenkrupp AG's stock has skyrocketed over the past year, leaving investors to grapple with a critical question: does the German industrial giant still offer value, or is it now overhyped? We delve into the valuation metrics, market context, and expert perspectives to separate signal from noise.
As the European Central Bank prepares for its February meeting, policymakers are navigating a stronger euro driven by a weakening dollar and geopolitical uncertainty, while assessing the resilience of the eurozone economy.
