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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Novavax Posts Second Straight Profit as Combined Vaccine Advances
Stocks25d ago

Novavax Posts Second Straight Profit as Combined Vaccine Advances

Novavax posted a second straight quarterly profit on updated COVID vaccine sales. The company's next catalyst is a combined flu-COVID shot, with Phase 3 data expected in coming quarters.

Trump Polysilicon Tariff Sets 15% Duty, Price Floors on Imports
Macro25d ago

Trump Polysilicon Tariff Sets 15% Duty, Price Floors on Imports

Trump's 15% tariff and price floors on polysilicon imports, effective Dec. 4, aim to revive US solar manufacturing. First Solar jumped 8% in after-hours trading. Developers face higher module costs.

OceanaGold Q2 Gold Output Rises 7% to 139,000 Ounces
Commodities25d ago

OceanaGold Q2 Gold Output Rises 7% to 139,000 Ounces

OceanaGold produced about 139,000 ounces in Q2, up 7% sequentially, while free cash flow stayed strong. The miner also returned capital to shareholders.

Energy Fuels Q2 2026 Earnings Call: CEO on Uranium Operations
Commodities25d ago

Energy Fuels Q2 2026 Earnings Call: CEO on Uranium Operations

Energy Fuels held its Q2 2026 earnings call on Aug 6. CEO Ross Bhappu discussed operational progress and the uranium market outlook. Analysts from seven firms participated.

CNR Q2 2026 Earnings Call: Management Commentary and Analyst Q&A
Earnings25d ago

CNR Q2 2026 Earnings Call: Management Commentary and Analyst Q&A

Core Natural Resources held its Q2 2026 earnings call on Aug. 6. CEO James Brock and CFO Mitesh Thakkar discussed results and outlook. Alpha Score 56.

Orlando Field Shutdown Wipes Out Atlantic Petroleum's Remaining Value
Stocks25d ago

Orlando Field Shutdown Wipes Out Atlantic Petroleum's Remaining Value

Atlantic Petroleum expects to write off nearly all remaining Orlando-related assets after Serica Energy shut the field permanently following an ESP failure. The Faroese company holds royalty and deferred consideration from a 2017 sale.

CF Industries Q2 2026: Earnings Call Reveals Management Outlook
Commodities25d ago

CF Industries Q2 2026: Earnings Call Reveals Management Outlook

CF Industries reported Q2 2026 results August 6. CEO Chris Bohn, CFO Andrew Scribner, and CCO Bert Frost reviewed performance and discussed the outlook. Analysts from 12 firms joined the Q&A.

WTI Crude Oil Reversal Puts 200-Day MA as Key Pivot
Forex25d ago

WTI Crude Oil Reversal Puts 200-Day MA as Key Pivot

WTI crude oil's one-day reversal and the 200-day moving average now define the short-term outlook, with a reclaim targeting $82.76 and failure exposing $71.38.

SAAS NORTH AI, Dominion Dynamics Launch Defence Summit DEPLOY
Stocks25d ago

SAAS NORTH AI, Dominion Dynamics Launch Defence Summit DEPLOY

SAAS NORTH AI partners with Dominion Dynamics and Anvil to launch DEPLOY, a Nov. 5 summit targeting founders in Canadian defence and dual-use tech.

Sydney Towle, 26, Dies; Redefined Young Cancer Influencers
Stocks25d ago

Sydney Towle, 26, Dies; Redefined Young Cancer Influencers

Sydney Towle, 26, died of bile duct cancer after documenting treatments and life on TikTok for three years. Her story reflects a rising trend of young cancer influencers.

SMC Q2 Net Profit Rises 24% on Cost Efficiency, New Clinics
Stocks25d ago

SMC Q2 Net Profit Rises 24% on Cost Efficiency, New Clinics

SMC CFO Charani says Q2 profit jumped 24% on cost efficiencies. New clinics boost visits. Government revenue under 2% of total. SABIC hospital contract valued at SAR 3.8B over 15 years.

Treasury Yields Surge, Dollar Rises Ahead of US Jobs Report
Forex25d ago

Treasury Yields Surge, Dollar Rises Ahead of US Jobs Report

Treasury yields surged on strong jobless claims and productivity data. The dollar rose broadly. Friday's jobs report will test whether the move holds.

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