Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Alphabet, Amazon and Meta each raised AI capex. Cameco, the uranium producer, is the underappreciated bet on nuclear power for data centers. Analysts see 30% upside.
Bunker Hill completed its first production stope blast and logged four years without a lost-time incident, keeping an Idaho mine on track for Q4 commercial output.
BLM clears federal permitting for Equinox Gold's South Railroad; early works construction begins. First gold targeted 2028 at 130,000 oz/year average. Capex $395M.
BlueScope Steel CEO Tania Archibald said the contractor death at Port Kembla remains under investigation. The company is refocusing safety controls amid operational risk.
OceanaGold's all-scrip takeover of Ausgold at $776m brings the Katanning gold project into a mid-tier producer's portfolio, signaling renewed M&A in the WA gold sector.
James Hardie's 4.22x sales multiple beats its 4.14x five-year norm; Reece's 1.49% yield tops a 1.06% average. Rask Media: rough starting points, not signals.
AuKing pushed a planned 300m diamond hole to 510m after carbonatite kept running at Tundulu. More deep holes are planned before a maiden resource estimate later this year.
Sensex opens at 77,892, Nifty at 24,343. Metals mixed while oil's rally tests import costs. Analysts flag 24,000–24,600 as the near-term range for the Nifty.
Astral Resources' Theia Deeps drilling hit 52.75m at 4.67g/t gold and 45m at 1.39g/t, all outside the MRE, prompting a program expansion to 11,000m.
Mount Hope Mining and Meeka Metals led HotCopper trends Monday after capital raises and gold acquisitions. The ASX 200 slipped 0.31%.
Strike Energy (ASX: STX) lifted Walyering 2P gas reserves to 16.4 petajoules after the Walyering West discovery. FEED underway, FID targeted for Q4 2026.
Endeavour Silver's Terronera mine in Mexico suspended Aug 12 after an illegal blockade over road, water, and financial demands. Talks continue, but disruption could hit silver output.
Macro Metals agrees to sell KCM Mining to RSIN Nigeria for US$5.6 million; net proceeds of US$5.1m to fund WA projects and mining services without dilution.
Unvault estimates $750B in gold metal value sits in U.S. household jewelry, with owners undervaluing pieces by a factor of three, according to a new report.
Iran's 134% food inflation in July pushed dairy consumption to 40kg per capita from 130kg in 2010. Beef and lamb prices rose 149%. Coffee costs doubled. A post-war economic reckoning awaits.
Jindal SAW sources 35-40% of specialised steel from South Korea and China as domestic mills fail to produce higher API grades. The gap persists even as India became a net steel importer in Q1.
Diablo Resources (ASX:DBO) secured the historic Horn silver project in Utah, acquiring 80% of 101 claims. Fast-track drilling and geophysics planned, backed by US critical-mineral policy and rising silver demand from defence and tech.
Rox Resources' Youanmi drilling returns 2.24m at 39.33 g/t gold, with development surpassing DFS plan. The company targets 150,000 ozpa by mid-2027.
VBR vs IJJ: Vanguard's small-cap value ETF charges 0.05% fees and yields 1.7%, while iShares' mid-cap version charges 0.18% and yields 1.5%. Tapestry and TD Synnex are top holdings.
D3 returns to South Africa testing; Astral expands Theia drilling to 21 holes; Surefire plans 15m buy-back; Dalaroo copper hits 284 ppm; D3 flow tests pending.
Laramide Resources (ASX:LAM) snapped up exploration licences in Sweden after the country ended its decades-long uranium mining ban, opening a new European supply source.
India's government for the first time ordered refineries to produce 63,810 tonnes of LPG daily as the Strait of Hormuz closure deepens supply gaps, hitting import-dependent energy markets.
Analysts expect gold and silver to hold positive bias next week even as volatility persists, with West Asia tensions, Fed minutes, and global data in focus.
India's Russian crude imports hit a second straight record at $6.4 billion in July; Urals fell 3% to $60.22, about $16 above the EU-UK $44.1 price cap.
Indian equities face a data-light week as Strait of Hormuz tensions and crude oil prices take center stage after last week's decline. Fed minutes due Aug. 19 also in focus.
Crude oil settled 1.67% higher at $88.52 after Iran said no deal reopening Hormuz. India faces a $5-10 billion import bill hike if it cuts Russian crude, an economist warned.
Aristocrat's revenue grew 11.7% a year to $6.6 billion. Santos posted a 43% debt ratio and an 8.2% ROE. Two ASX stocks, two different financial profiles.
Pandora pivots from silver to platinum plating, locking in lower metal costs. The holiday season will decide if shoppers accept the switch, with the U.S. as the key market.
Lalithaa Jewellery Mart's ₹1,700-crore IPO opens Aug 17 at ₹190-201. Gold price drove FY26 earnings; volume fell 16.6%. Negative cash flow, unhedged inventory raise caution.
Turtlemint jumped 23% on Q1 hopes, while Veefin fell 14% after revenue slipped. The broader market ended lower as crude oil weighed. 30 of 61 new-age tech stocks rose.