Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Bitmine Immersion Technologies disclosed $11.3B in holdings, including 5.8M ether, of which 4.9M is staked. Chairman Lee said the company is 96% toward its 5% ether ownership goal. The stock is the most actively traded crypto treasury after MSTR.
MDJM's Bo Wang presents at the OTCQB Virtual Investor Conference on Aug. 6, covering the Mirai acquisition and Fernie Castle plans in a live Q&A.
Indian equities rose for a fourth day as crude oil fell 4.6% and foreign funds bought Rs 277 crore. Infosys, TCS led gains. Vinod Nair says oil decline eases inflation concerns.
Analysts see net income at SAR 115.1 billion despite a 7.22% revenue drop; crude averaged $96.61 a barrel in the quarter. Results are due Aug. 4.
Aviva's £300M buy-in with the Elementis scheme includes a price lock, AVC integration, and post-deal data support that other trustees may copy as they push toward full buyout.
Annualized portfolio volatility hit 32.8% in H1 2026, more than double the historical average. Iranian diplomacy moved Norwegian energy stocks more than corporate results did, and trade policy moved copper names more than drill results did, the firm said.
Crude and gas prices remain capped as Gulf output lags pre-war levels, analysts said, with natural gas testing channel support and oil failing to break above key moving averages.
CMB.TECH sells VLCC Donoussa for $74.4M Q4 gain. Tanker sale frees capital ahead of Aug. 27 Q2 results. Group runs 250 vessels across bulk, tanker, container, offshore segments.
Kosmos Energy Q2 net income hit $185M as production rose 12% YoY. GTA lifted 9 LNG cargoes, Jubilee wells exceed expectations. Equatorial Guinea sale closed for $127M.
Bretton Fund says AI chip spending is 'staggering' and unsustainable, adds SAP and Constellation Software at discounts to 2027 earnings.
Rock chip assays confirm high-grade copper-silver mineralisation across multiple prospects at Coppermine project, with drilling underway at Talisker and first rush assays due in two weeks.
The ASX 200 fell 19 points as oil dropped below $80 on easing Middle East tensions, dragging energy stocks. Utilities rose, M&A action heated up, and consumer stocks slid ahead of earnings.
Crude fell 5% on Monday after Trump paused a planned Iran strike, removing the geopolitical risk premium. OPEC+ adding 188,000 bpd from September deepened the decline.
Aeris Resources guides FY27 copper at 22,000–27,000 tonnes while growth spend rises to $210 million. Constellation ore lifts Tritton feed grades from late Q3.
New deposits on four continents and processing plants abroad are eroding China's near-monopoly on rare earths. Mining share fell to 58% in 2023, USGS data show.
Lake Resources (ASX:LKE) begins final public consultation for Kachi lithium brine project in Argentina, a key step toward environmental approval and 2027 production target.
FireFly drills 11.5m at 11.1% copper at Green Bay, feeding into an August PEA. The company targets 70% M&I for a maiden ore reserve by year-end 2026.
Nordic Semiconductor is appealing a CRA transfer pricing enforcement action. A negative ruling means a direct cash outflow and potential analyst downgrades. Hearing date not yet set.
WTI gapped 8% lower on Hormuz diplomacy hopes, but tanker counts through the strait have not improved. Twice before this summer, sellers covered at a loss when the ship data stayed flat.
Black Canyon confirms high-grade manganese and iron in third batch of Wandanya assays. MD Cummins says 9 of 10 holes hit mineralisation. Maiden resource estimate due in coming months.
Austral Resources offers $80.7m for Hammer Metals via a scheme, promising Hammer shareholders 31.1% of the merged copper group. Larvotto has until 10 August to match.
Resolution Minerals raised $20M, started Phase 2 drilling at Golden Gate, and secured FAST-41 permitting for Antimony Ridge. The company aims to build a US critical minerals platform as antimony supply risks grow.
Drilling at Tim's Dome intersects broad gold-copper mineralisation above a large untested conductor, with MD Roger Mason calling it a potential Telfer-style reef system.
Redstone Resources added WA gold-lithium projects, with Mt Cauden and Twin Hills approvals in hand and a $230,000 grant to co-fund West Musgrave drilling.
Chevron yields 3.7% backed by 38 consecutive annual increases. Enbridge yields about 5% with 31 years of growth. The energy sector's dividend reliability argument does not depend on geopolitics.
Peabody Energy investors who bought between Oct. 2024 and May 2026 have until Aug. 24 to seek lead plaintiff in Centurion mine securities class action.
Exxon, Chevron and Shell warn oil prices will stay elevated through H2 2026 as supply restoration lags and demand grows. Alpha Score data shows mixed signals for CVX, moderate for SHEL.
Energy's highest yields now come from hybrids. Enbridge and TotalEnergies blend pipeline tolls and regulated returns. Brookfield anchors clean energy with contracted power.
Ukrainian forces struck Rosneft's Saratov refinery, causing a fire, as near-daily attacks on Russian fuel infrastructure disrupt gasoline supplies and trigger rationing at Lukoil stations.
A WhiteOak Capital study of 25 years of data found that adding 10% equity to a debt portfolio actually reduced volatility. Gold further enhanced risk-adjusted returns.