Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Janus Electric (ASX: JNS) secured $45 million in conditional contracts to convert 67 diesel trucks to electric for four California fleet operators near the Port of LA.
Gold slipped 0.1% as Brent crude breached $90 on Middle East tensions, while Fed officials signaled rates may need to rise, raising gold's opportunity cost.
Mineral Resources revenue grew 12.2% a year to $5.28B, but net profit collapsed from $1.27B to $125M. BHP delivered 19.7% ROE and a 6.9% average yield since 2020.
Brent crude topped $90 as US-Iran strikes cut Strait of Hormuz traffic by half. Barclays warns markets are too complacent on inventory risk.
Brent crude topped $90 a barrel as the U.S.-Iran conflict entered a ninth night of strikes, threatened Strait of Hormuz shipping. Analyst sees $95-$105.
New assays show tin and tungsten grades well above resource average, with the project open in multiple directions. Pre-feasibility due this month.
Aurelia Metals Q4 gold output missed its internal target by 12%, pushing costs higher. The miner now guides fiscal 2027 production flat to slightly lower.
MPLX returned 225% in five years, beating QQQ's 97%. Leverage at 3.7x and K-1 tax friction persist. The 7.4% yield and 12.5% annual distribution growth through 2027 are the draw.
India's gold market enters a new phase as the NSE lists Electronic Gold Receipts, a regulated alternative to physical gold. The shift targets price transparency and liquidity.
August Nymex natural gas settled at $2.918 as European gas hit a 3.75-month high on Strait of Hormuz risks. Storage surplus and rising production cap the rally. Ras Laffan damage supports the export case, but the fundamentals remain loose.
The PSEi climbed 1.87% last week. Investor caution persists as Brent crude tops $80 and Q2 earnings begin. Tantiangco sees next resistance at 6,550 if 6,400 holds.
Gold fell 1.2% to $2,315, silver dropped 2.8% as oil above $90 and Iran tensions redirected capital. The jobs report Friday is the next catalyst.
Edaa finished Chemanol share quantity reduction on July 19, adjusting accounts of all eligible shareholders after the capital cut approval, finalising the technical phase.
A Seeking Alpha author outlines a hedging thesis for gold and silver based on the interdependence of oil and gold. The author holds no positions.
Idaho Strategic Resources is a speculative mining operation with solid liquidity and considerable land holdings, according to a Seeking Alpha analysis. The analyst sees immense potential and the company can fund exploration without dilution.
Rio Tinto scores 62/100 (Moderate) on AlphaScala's model. The grade reflects a balanced risk-reward profile for the miner, with the full metric breakdown on the stock page.
Ginebra and TNT tip off the PBA Governors' Cup without Justin Brownlee and three key TNT players. Riley Grigsby debuts for Ginebra against a 2-0 Phoenix side.
GDX returned 44% in the past year against GLD's 21%. The miners' 46% drawdown risk is the trade-off. AlphaScala scores GLD Weak at 28 out of 100.
The oil major's Mixed Alpha Score of 52/100 shows the stock carries no clear bullish edge. A demand disappointment would leave it exposed. Next quarterly earnings will test production guidance.
An analyst bullish on Waste Management (WM) after the stock lagged a 20% industrial rally, citing a buying opportunity. Alpha Score 54/100 rates WM as Mixed with no strong signal.
Board member Deanna Goodwin sold 7,000 shares at $40.69 after an 80% annual rally. She retains 35,905 shares. The sale was her first open-market trade in two years.
Proposed duties of up to 30% on flat-rolled steel target rising Chinese imports. European steelmakers rose on the news.
Iraq and the US signed 48 agreements during Prime Minister Sudani's Washington visit, covering energy, trade, security, and technology. The deals mark the most extensive bilateral framework since 2008.
Gold drew dip buyers Monday as the Middle East conflict escalated over the weekend, recovering from a jobs-driven selloff. Spot gold rose 0.8% to $2,672.
Jio Platforms net profit rose 9.2% to ₹7,764 crore in Q1FY27, ARPU hit ₹215.6. The strong quarter supports the upcoming IPO and shows pricing power across the sector.
Sinopec signed a contract with Iraq's Oil Exploration Company for a 2D seismic survey over the Addan block. The deal was signed in the presence of Oil Minister Basim Muhammad Khudhair.
Iran says two oil tankers hit mines in the Strait of Hormuz, the waterway that carries a fifth of global oil. US strikes continue. Shipping insurance costs rise. The next EIA inventory report is due Wednesday.
Goldgroup Mining closed its merger with Gold Resource, creating a Mexico-focused gold producer. GRC shareholders get 0.3619 shares per share. NYSE American listing starts around July 20.
Newmont fell 1.24% to $89.7 with no clear catalyst. Alpha Score 60/100 signals a moderate outlook. The decline outpaced the gold-mining sector's marginal loss.
Gold futures reclaimed $4,000 on Friday. The week's decline followed rate-hike expectations from U.S.-Iran tensions that pushed the dollar higher.