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The Federal Government’s $21 Billion Bet: Semiconductors, Rare Earths, and a New Kind of Industrial Policy

The Federal Government’s $21 Billion Bet: Semiconductors, Rare Earths, and a New Kind of Industrial Policy

Jun 23, 2026

Mining, Technology

2x Valuation Gap: BIO vs. CRL — Who’s Wrong?

2x Valuation Gap: BIO vs. CRL — Who’s Wrong?

Jun 23, 2026

Life Science

If the AI Trade Unwinds, What’s Actually the Best Safe Haven?

If the AI Trade Unwinds, What’s Actually the Best Safe Haven?

Jun 23, 2026

Cryptocurrency, Precious Metals, Technology

Walmart’s First Nuclear PPA: What It Signals About Corporate Energy’s Future

Walmart’s First Nuclear PPA: What It Signals About Corporate Energy’s Future

Jun 23, 2026

Consumer Goods, Energy

U.S. Unveils $17.5 Billion Nuclear Loan Package — and Cameco Stands to Win Big

U.S. Unveils $17.5 Billion Nuclear Loan Package — and Cameco Stands to Win Big

Jun 23, 2026

Energy, Energy Metals

Energy Fuels to Buy Vacuumschmelze for $1.9 Billion, Creating Western Rare Earth Magnet Giant

Energy Fuels to Buy Vacuumschmelze for $1.9 Billion, Creating Western Rare Earth Magnet Giant

Jun 23, 2026

Mining

Apple May Have Finally Found Its Floor

Everyone’s Selling Tech, Should You Be Buying Microsoft?

Jun 23, 2026

Technology

New York’s AI Data Center Freeze: A Looming Headwind for Power and Tech Stocks?

How Much Power Do AI Data Centers Need? Enough for Chevron to Build Microsoft a Dedicated Power Plant

Jun 22, 2026

Energy, Technology

Five Nuclear Stocks to Watch as Canada Unveils Plan for Up to 10 New Reactors

Five Nuclear Stocks to Watch as Canada Unveils Plan for Up to 10 New Reactors

Jun 22, 2026

Energy, Energy Metals

Can Zumilokibart Become the Next Megablockbuster? Inside AbbVie’s $10.9 Billion Bet on Apogee

Can Zumilokibart Become the Next Megablockbuster? Inside AbbVie’s $10.9 Billion Bet on Apogee

Jun 22, 2026

Life Science

Tech Tumbles as SpaceX Leads Selloff — These Two Dividend Kings Offer Calm Amid the Chaos

Tech Tumbles as SpaceX Leads Selloff — These Two Dividend Kings Offer Calm Amid the Chaos

Jun 22, 2026

Consumer Goods, Technology

China Adds MP Materials, USA Rare Earth to Export Blacklist in Tit-for-Tat Move

China Adds MP Materials, USA Rare Earth to Export Blacklist in Tit-for-Tat Move

Jun 22, 2026

Mining

ASML Earnings in Focus: Upgraded Guidance Could Fuel Rally in Nvidia and Chip Stocks

Micron’s 260% Rally Faces Earnings Test as AI Memory Boom Enters New Phase

Jun 22, 2026

Technology

Vietnam’s Masan Expands Tungsten Mine as China Supply Curbs Draw Global Capital

Vietnam’s Masan Expands Tungsten Mine as China Supply Curbs Draw Global Capital

Jun 22, 2026

Mining

VOO vs. RSP: The Hidden Risk in Buffett’s Go-To S&P 500 ETF That Most Investors Miss

VOO vs. RSP: The Hidden Risk in Buffett’s Go-To S&P 500 ETF That Most Investors Miss

Jun 19, 2026

Financial Service, Technology

AI Rewrites Drug Discovery: Eli Lilly and Twist Bioscience Chart Two Distinct Industrialization Paths

AI Rewrites Drug Discovery: Eli Lilly and Twist Bioscience Chart Two Distinct Industrialization Paths

Jun 19, 2026

Life Science, Technology

Nvidia and Intel Rallied Too Much, Broadcom Is the AI Chip Bargain Investors Need

Nvidia and Intel Rallied Too Much, Broadcom Is the AI Chip Bargain Investors Need

Jun 19, 2026

Technology

Weekly Market Recap (June 19) -JPMorgan: Buy Gold on Dips

Weekly Market Recap (June 19) -JPMorgan: Buy Gold on Dips

Jun 19, 2026

Precious Metals

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