Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
How to trade the ASX 200 rebound after RBA minutes. Confirmation at 7,150, invalidation below 7,050. Alpha Score 37 for RB Global Inc.
Element Solutions slides are out. The market's immediate reaction to the strategic roadmap sets the tone for institutional positioning through mid-year.
Tighter crude supply drove DHT shares up nearly 50% YTD. A change in supply balance or demand could reverse the move. Alpha Score 74 flags the uncertainty.
Jefferies explains how JSW Energy's Rs 3,150-crore JSW Steel stake sale cuts debt. Watch for holding company discount narrowing and quarterly debt figures.
ZCCM-IH creates Kyalo Goldfields SPV for Kikonge gold project, shifting from passive copper stakes to direct operational control. Execution risk and funding timeline are key.
IndianOil, BPCL, HPCL confirm adequate petrol, diesel, LPG in Assam. The coordinated statement removes a near-term disruption risk for OMC margins.
The Royal Australian Mint's Bluey silver coin sold for A$99 and now trades above A$1,500. Silver's rally explains only a fraction of the gain. What happens when the emotional fandom fades?
An immediate supply cliff is gone. Iran disruption risk and OPEC+ cuts keep the market bid. The next waiver expiry is the real catalyst.
Depressed treatment charges and zinc oversupply threaten Boliden's smelter margins; Tara mine restart and Aitik expansion add execution risk. Watch Q1 guidance and mid-year TC/RC contracts.
Miramar Resources (ASX:M2R) starts 100-hole auger drill at Joy Helen, first test since 1964. Historical grades up to 35% lead set high bar for SEDEX-style discovery.
Six foreign holders ordered to sell 1.68B shares by July 2026; register cleanup critical for rare earths project FID target September 2026.
Brent fell 2% after Trump paused the Iran strike. The Strait of Hormuz blockade keeps supply cut, with European fuel shortages looming within weeks.
Corazon Mining (CZN) acquires Chalice Gold Mine for $25.7M, funded by capital raise. Westgold takes 19.9% stake. 15,000m drill program targets resource expansion as gold recovers above US$4,500/oz.
India's oil imports from Russia continue despite US sanctions. The next waiver expiration in 30 days will test US tolerance as petrol prices rise and Hormuz stays shut.
CMS fee cuts, $25B Vaca Muerta plan, BofA buy rating, $2B buyback, and SpaceX IPO optimism drove Monday's top gainers. AlphaScala breaks down the catalysts.
Two fuel price hikes in a week pushed Delhi petrol to Rs 98.64. Indian OMCs are repairing margins directly hit by crude costs. Watch the pass-through for bond and equity inflation proxies.
ASX-listed explorer Kaoko Metals starts field work at its Kaoko Copper Belt project in Namibia, trading above IPO price. Early assays will test the belt's potential.
Iran pause leaves oil above $80/bbl and gold at $2,340/oz. ASX200 futures point to a 1% open after yesterday's dip. MinRes restarts Bald Hill lithium mine. European Lithium taken over at 137% premium.
WTI falls below $103 as Trump cancels planned attack; Brent above $112. No deadline set, risk premium deflates but remains.
Middle East drilling cutbacks pressure Tenaris OCTG volume directly. The 100% return over two years limits upside. Alpha Score 67 confirms the balanced risk-reward setup.
RGLD cuts Hod Maden equity from 30% to 15%, gains 2.5% NSR royalty. Expects ~9,000 GEOs/year from royalties. Closing H2 2026 subject to Turkish approval.
Parex Resources carries a Strong Buy rating for its production jump. The Alpha Score of 0/100 ranks Weak. The gap frames an entry test for watchlist builders.
Rising oil and 10-year yields squeeze Nvidia's multiple and retail margins. Without a ceasefire, the Fed has less room to cut. Earnings guidance will test demand.
Hindustan Copper plans a 30% production increase this fiscal year, betting on tight global markets and demand from AI data centers, EVs, and grid upgrades.
Rua Gold's Auld Creek PEA shows US$42M base-case NPV at US$3,300/oz gold. A Fast-Track permit decision is due within months. The 19,000-metre drill program is turning.
Cmb.Tech NV reports Q1 2026 earnings May 19 before open. Consensus EPS $0.20. The report will test the company's growth narrative amid tech sector headwinds.
Iran ceasefire supply boost could push Brent to $80. Complex refiners VLO, MPC, PSX benefit from wider heavy-light spread. Alpha Scores: VLO 50 Mixed, PSX 60 Moderate, MPC 56.
Brent crude above $110 and 10-year yields at 4.63% are repricing the risk landscape. Nigel Green warns bond investors now dictate market direction, threatening the AI-led rally.
Saudi Aramco and Pasqal debut the Middle East's first commercial QCaaS platform in Dhahran, applying 200-qubit computing to energy, materials, and industrial chains.
India-focused offshore funds and ETFs lost $4.97B in Q1 2026 as FIIs pulled $14.2B from equities. Ceasefire in West Asia offers relief, but sentiment fragile.