APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake tied to current…
Category: Top News
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
Snap Beat Q2. The North America Problem Is Still Real.
Revenue jumped 19% and the stock surged. One user metric tells a different story.
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
The Volatility Is in Oil, Not Stocks
The OVX is running at triple the VIX. That gap is where the real options signal lives right now.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM's warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.