Market News - Gold, Oil & Forex

The biggest investment opportunity of the AI era has very little to do with software or chips. The market has already priced both. The real story is power: who owns it, where it sits and how cheaply it can be delivered to AI workloads at scale. A small data center company that almost no one on Wall Street has heard of just answered all three of those questions in front of the entire industry. In May 2026, Bitzero Holdings Inc. (NASDAQ:AIBZ) signed a binding letter for a 15-year lease with...

In 2024, China announced export controls on antimony.      It’s a metal most people have never heard of, but antimony goes into more than 200 types of military munitions. Within weeks, the price went from $1,400 per ton to $38,000 - a 2,600% spike - and shipments to the United States fell 97%. Today, Beijing is setting up for something bigger. And REalloys (NASDAQ: ALOY) - a U.S.-based mine-to-magnet rare earth company - has spent years getting ready for it.  The company holds an exclusive 80%...

Back in 2020, the electric vehicle sector witnessed a major evolutionary change after leading EV makers started using cobalt-free batteries at scale. Back then, Tesla Inc. (NASDAQ:TSLA) officially shifted to Lithium Iron Phosphate (LFP) for its standard-range vehicles while its leading Chinese rival, BYD Company (OTCPK:BYDDF), introduced its famous "Blade" batteries, triggering mass adoption of LFP batteries for electric vehicles by other automakers. LFP batteries have helped EV manufacturers...

A study of analyst recommendations at the major brokerages shows that Wheaton Precious Metals Corp (Symbol: WPM) is the #7 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index. The Metals Chan

A study of analyst recommendations at the major brokerages shows that Silvercorp Metals Inc (Symbol: SVM) is the #33 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index. The Metals Channel Gl

The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories.  Google, Meta, Amazon, and Microsoft have all splurged to secure a podium spot in the race to build out the infrastructure that will run the artificial intelligence (AI) revolution. Total capex by these four firms is expected to reach $750bn (£560bn) this year, around half the annual spending of the entire UK government. It is much higher than this high-tech quartet has budgeted for before. And it...

A study of analyst recommendations at the major brokerages shows that Barrick Mining Corp (Symbol: B) is the #5 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index. The Metals Channel Global

If you've been investing in the AI boom, you probably own most of the same names everyone else does. NVIDIA for the chips. Microsoft, Google and Amazon for the cloud. Maybe Meta for the consumer side. Maybe Palantir or one of the AI software names. Possibly TSMC for exposure to the manufacturing layer. And that playbook has worked well for investors. NVIDIA alone has minted more wealth in two years than most companies create in a century. The hyperscalers have all hit fresh highs. AI software...

In March, Microsoft, Google, Amazon, Meta, OpenAI, Oracle, and Elon Musk’s xAI joined President Trump at the White House. Together, they signed a document that will reshape how AI’s biggest companies operate for years to come. They committed, in writing, to pay for every megawatt of new electricity their AI projects will require and to cover all of the grid infrastructure those projects depend on. In short, the seven biggest names in tech told the President they would pay whatever it costs to...

Tumbling oil prices could provide a massive tailwind for global stock markets by prompting a broader equity rally and clearing a path for central banks to cut interest rates, Karen Ward, the Chief Market Strategist for EMEA at JPMorgan Asset Management, said on Monday, as a tentative U.S.-Iran peace deal is digested by markets. Investors are currently treating higher oil prices as a threat to stocks because of inflation and growth concerns. Oil prices plummeted on Monday following the...

A study of analyst recommendations at the major brokerages shows that Gold Fields Ltd. (Symbol: GFI) is the #12 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index. The Metals Channel Global

Tesla Inc. (NASDAQ:TSLA) presented self-published safety data to regulators in Sweden and the Netherlands in a bid to secure approval of its “Full Self-Driving” (FSD) system, which amounts to misleading marketing according to independent traffic-safety researchers. A newly published investigative report by Reuters claims that the EV manufacturer relied on invalid data comparisons and unrealistic assumptions to overstate the safety performance of its FSD driver-assistance technology, allegedly...