Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
AXT surged 10% to $97.18, but director Jesse Chen sold $1.48M in shares during the rally. The June 23 Northland conference is the next catalyst.
US Energy Secretary Chris Wright said 7M bbl/day of oil and fuel are flowing through the Strait of Hormuz. Chevron CEO Mike Wirth questioned the figure.
Rio Silver shareholders approved all AGM resolutions including director elections and auditor reappointment. The 22% turnout reflects concentrated insider ownership.
Gold surged 1.8% on U.S.-Iran peace deal hopes, lowering oil and shifting rate-cut expectations. A close above $2,060 confirms breakout. CPI print Wednesday next.
Newmont rose 2.71% as gold edged higher and mining sentiment rebounded from a record low. Operating leverage amplifies gold moves, making NEM a leveraged play on the metal's path.
Two directors exit Brunswick Exploration's board after the AGM, as the lithium explorer grants deferred share units to non-executive directors in place of cash fees.
BTIG initiated ONE Gas as a Buy, betting on large load demand from data centers and industrial plants for baseload and backup natural gas power. The regulated utility’s pipeline of projects may drive a re-rating.
Equinor's record 2025 production and buyback plans clash with falling ROACE and transition spending. The 13.8x forward P/E reflects the tension.
Cosan trades at a steep NAV discount as deleveraging and a Brazil rate cycle shift create rerating potential. The bull case hinges on infrastructure assets priced for distress.
Silvercorp's Ying District reserves jumped 50% to 19M tonnes containing 106M oz silver. The 17-year mine life and by-product credits give SVM a margin of safety most silver miners lack.
Copper tops $4.40 as Codelco cuts output and Las Bambas strike looms. LME stocks at February lows. The $4.50 level is the next test.
Newmont holds 13.32% of LunR Royalties after a dividend-in-kind from Lundin Gold. The stake gives passive silver exposure via the Fruta del Norte mine.
Naga groups vow to prevent energy extraction from the disputed Assam-Nagaland border, calling exploration illegal without a final political settlement.
Sable Offshore's deep discount to net asset value prices in a high probability that California permits remain stalled. The next catalyst is the quarterly cash burn update.
LANXESS AG filed a voting rights announcement on June 12. The threshold crossing was reported under Article 40 of the WpHG. Details on the shareholder and stake size are pending.
The July FOMC dot plot, not the headline rate decision, will determine gold's direction through September. Here is the positioning that is setting up the trade.
Natural gas prices slipped below $3 after inventories built and U.S. temperatures turned milder. Traders eye $2.75 if the level gives way, analysts said.
Duke Energy shares sit 29% below a $159 target, with rate-base growth and pending regulatory decisions supporting the upside case.
The London Company's Q1 letter ties ESI's rally to electronics and industrial demand, not market beta. Whether the move reflects a restock or a lasting volume shift depends on July's preliminary update and OEM commentary.
Natural gas futures hover near $3 between key moving averages as mild weather and a larger-than-expected storage build sap demand. The next catalyst is Thursday's EIA report.
BHP's 68 Alpha Score and split exposure between iron ore and copper explain why outperformance depends on which commodity weight you choose, not on a single sector-wide number.
SunCoke Energy has released its first-quarter 2026 earnings call slide deck. The presentation covers the company's operational and financial results for the period.
BYAH up 4.2%, GMM down 2.8% in early premarket action. EDHL and HSPT also see swings with no corporate catalyst, positioning and thin liquidity driving the moves.
India stocks jumped 2% as US-Iran talks and a crude slide cut the risk premium. Bank Nifty surged 3%. Domestic liquidity buffers remain strong, but FIIs still sold ₹1,987 crore. The Fed meeting and CPI data are next.
Goldman cuts 2027 Brent forecast to $80/barrel on strong supply and weak China demand. Q4 2026 still at $90. Hormuz risk could push prices to $140.
Synopsis Elivaas, a holiday home operator, is preparing for its next fundraising round to fuel expansion. The company plans to double its villa count by year-e...
Man Group disclosed a 1.3% short in AMG Critical Materials via stock-settled derivatives, betting against the vanadium and lithium processor as commodity prices slide.
Hammer Metals published a slide deck from its M&A call with Larvotto Resources, outlining the proposed combination. The presentation highlights potential synergies across Queensland and Western Australian mining assets. Investors await shareholder votes in July.
Gold Reserve holds rights to one of the largest undeveloped gold deposits. A US-backed Venezuela reopening could unlock billions. Execution risk remains high.
PHX Energy declared a C$0.20 quarterly dividend payable July 15. The payout signals steady cash flow from its directional drilling business in Canada and the US.