Opinionated, data-backed coverage across all asset classes

Impact Minerals reports 20,603g/t silver at Silica Hill, confirming a deep feeder system. Kuniko-funded Phase 2 drilling is set to test the depth extension.

Advanced Energy Industries targets 20% revenue growth and 43% gross margins by 2026. The shift hinges on AI data center demand and semiconductor power scaling.

The 10-year SOFR hitting the 4% handle triggers a shift toward fixed-rate receiving. This move forces a recalibration of capital costs and equity valuations.