Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
ExxonMobil's unbroken 43-year dividend raise streak offers durability, but Chevron's 3.39% yield and Microsoft AI power deal provide higher current income. We compare the two oil majors.
Slide Insurance operates in Florida's volatile property market. Reinsurance costs are rising, and hurricane season is approaching. The July 1 renewal date is the next catalyst.
USA Rare Earth cleared a key merger condition with $1.55B in government-backed funding, but shares fell 5% as profit-taking hit critical minerals. The August 28 vote is next.
China stockpiled 1.4B barrels of oil and record uranium in 2025 as governments prepare for supply disruptions, Schiff Sovereign report says, boosting mining and energy stocks.
Brazil's harvest is 7% behind last year's pace, and ICE arabica stocks sit at a record low 229,214 bags. The bullish flag targets $4, but a record 71.9-million-bag crop looms.
Solstice Gold jumped 38% after consolidating 57 sq km of the Strathy Gold Project. The Leckie Gold Zone has 23,000 m of historical drilling; 62% of holes hit 3 g/t gold.
TotalEnergies CEO says shipping crude through the Strait of Hormuz costs $20 million per cargo, a freight premium that producers are absorbing through wider discounts on Middle Eastern crude.
Gold above $4,670 drives TSX mining gains. Silver Tiger advances El Tigre project with KCA EPCM contract, first pour targeted December 2027.
Leon Cooperman's Omega Advisors bought 880k Amrize shares in Q2. The cement maker's volumes rose but margins fell 74 bps. RBC downgraded. Q4 pricing catch-up is key.
MP Materials reported Q2 revenue of $108 million, up 89% from a year earlier. The company completed a shift from selling raw concentrate to processing NdPr oxide and metal in-house. Adjusted EBITDA swung to positive $28.5 million. The next catalyst: the 10X magnet factory targeting 2028 commissioning.
India plans to sell up to 6% of Hindustan Copper at Rs 514 floor, a 10% discount. The OFS could raise ~Rs 3,000 crore as the sole copper miner posts strong earnings.
SGA added Linde to its portfolio, citing a durable business model and potential for global industrial recovery. Hedge fund holdings rose to 104; SGA sees 16% revenue growth.
SPHY's monthly distributions are shrinking while SPYD's quarterly payouts grow. The total return gap has hit 17 points in 2026. Here's what income investors need to know.
First Majestic Silver swung to a $168M profit on 128% revenue growth in FY2025. MP Materials posted a $86M loss as it scales rare earth magnet production. Which stock fits a 2026 portfolio?
PSC order requires TeraWulf to cover transmission, infrastructure and credit costs, protecting existing ratepayers from data center load. The project reuses the former Century Aluminum smelter site.
Blue Jay Gold nominates Ashley Kates to its board ahead of the Oct. 15 AGM. Kates, CFO of Oceanic Iron Ore, brings 15+ years of mining finance and governance experience. Options also granted.
Gold hits a record $4,602 as Baird cuts Chipotle and Domino's to Neutral. Treasury yields erase buyback gains. Full analyst call roundup inside.
CLF shares rise 2% after a $1B Middletown modernisation, half funded by a DOE award. Consensus Hold with a $12.28 target.
PDI Gold officially changed its name from Predictive Discovery and will consolidate shares 5:1 after shareholder approval. The new name takes effect Sept. 9 on the ASX, aligned with the TSX.
International Petroleum bought back 225,000 shares Aug. 17–21 under its NCIB. The program allows up to 6.47 million shares through Dec. 4, 2026.
US refineries running near top capacity for months risk breakdowns. A major unit failure could push gasoline above $4 a gallon, analysts warn.
A Seeking Alpha analyst who previously held neutral on Aebi Schmidt now sees enough evidence for an upgrade. The street cleaner maker's valuation and market position support a bullish turn.
Kenmare Resources appoints Mahmood Al Khatri as non-executive director, replacing Issa Al Balushi. The new board member is a senior manager at Oman Investment Authority.
Old West sees a structural electricity shortage from AI data center buildout. Power semiconductors, natural gas, coal, and uranium are positioned to benefit as grid bottlenecks force companies to build their own generation.
Sensex climbs 202 points, Nifty up 55 as HDFC Bank and Infosys lead gains. Brent crude holds above $93 as Middle East tensions keep risk appetite in check.
Nearly 6 billion food cans were imported in 2025, up 8% from 2024, as steel tariffs hit U.S. canners but not foreign-filled goods. Del Monte closed a California cannery; 420,000 peach trees were destroyed.
BHP hit a record $67.72 a share as gold topped $4,600 and materials led the ASX 200 up 0.5%. Pilbara Minerals jumped 7.2% on resumed dividends. The focus now shifts to US CPI and the Fed's Jackson Hole meeting.
Questerre Energy wins Nova Scotia's first oil-and-gas exploration bid round, securing exclusive rights on Cumberland Basin acreage in a deal the CEO compares to the company's Quebec Utica entry.
Resolution Minerals (ASX: RML) intersected 305.7m at 0.64 g/t gold in first three holes at Idaho project, extending mineralisation 2,000m south. CEO calls it a significant discovery.
Ampol's first-half profit surged to $857.2 million from $180.2 million on Middle East war lifting refining margins. Dividend quadrupled to 185 cents per share.