Weekly Market Recap (August 1) – The Phalaborwa Dump and America’s Rare Earth Awakening

Mining

Supply Crisis Turns U.S. Crude Into ‘Last Buffer’ as Speculative Funds Post Fastest Position Build in Four Months

Financial Service

Chips and AI Are So Passé, It’s Time to Embrace Value and Dividends

Energy, Financial Service, Technology

Novo Nordisk: At 11x P/E, a Golden Entry or a Value Trap?

Life Science

Amazon’s Blockbuster Earnings Rescue the AI Trade — Here Are the Highlights

Technology

Gold Prices Stall Near $4,000, but Miners’ Record Cash Flow Tells a Different Story

Precious Metals

Cameco Profit Plunges 92%, but Westinghouse IPO Filing and Canada’s Nuclear Push Offer a Silver Lining

Energy Metals

Apple Tops Nvidia in Market Cap, but the Valuation Gap Tells a Different Story

Technology

Market Misjudges AI Threat, Making Alphabet the Most Undervalued Among the Magnificent Seven

Technology

Bristol-Myers Squibb Beats Estimates in Q2, Stock Outperforms Market on Thursday

Life Science

Applied Digital Reshapes Its Growth Trajectory With AI Computing Infrastructure

Cryptocurrency, Technology

Profit Slump Coupled with Surging Capital Expenditure, Can Tesla Hold Onto Its Trillion-Dollar Market Cap?

Technology

Alphabet’s 17x P/E Makes It the Magnificent Seven’s Biggest Bargain

Technology

Chevron and Occidental Petroleum Surge Over 20% Since Abel Took the Helm at Berkshire

Energy

AI Data Center Boom Turns 175-Year-Old Glassmaker Into a 129% Winner

Technology