sector-analysis News

Rare Earth Stocks Surge on JPMorgan's $1.5T Security Push
Sector Analysis
4mo ago

Rare Earth Stocks Surge on JPMorgan's $1.5T Security Push

Bank's decade-long plan to bolster US supply chains fuels investor optimism in the critical minerals sector.

Pentagon Plan to Stockpile Critical Minerals Boosts US Mining Sector
Sector Analysis
4mo ago

Pentagon Plan to Stockpile Critical Minerals Boosts US Mining Sector

A strategic shift to secure domestic supply chains for defense applications creates a significant demand catalyst for North American mineral producers.

Silver Miners Shine as Precious Metal Hits New Highs
Sector Analysis
4mo ago

Silver Miners Shine as Precious Metal Hits New Highs

A global surge in silver prices, driven by strong industrial and investment demand, is fueling significant pre-market gains for mining stocks and ETFs.

US Shipbuilding Eyes $150B Boost in US-Korea Deal Talks
Sector Analysis
4mo ago

US Shipbuilding Eyes $150B Boost in US-Korea Deal Talks

Investment is a key part of a larger $350 billion economic package being negotiated between the two nations.

Gold Prices Surge as Monetary Debasement Fears Mount
Sector Analysis
4mo ago

Gold Prices Surge as Monetary Debasement Fears Mount

Investors and central banks flock to the precious metal as a hedge against persistent inflation and currency devaluation.

Critical Minerals Sector Rallies on Pentagon's $1B Stockpile Plan
Sector Analysis
4mo ago

Critical Minerals Sector Rallies on Pentagon's $1B Stockpile Plan

Defense Department initiative to build a strategic reserve and counter Chinese supply chain dominance fuels broad investor optimism in domestic miners.

Semiconductor Sell-Off: AMD's AI Push Pressures NVIDIA, Sector ETFs
Sector Analysis
4mo ago

Semiconductor Sell-Off: AMD's AI Push Pressures NVIDIA, Sector ETFs

AMD's accelerated AI chip roadmap and a new OpenAI partnership are sending shockwaves through the semiconductor industry, hitting market leader NVIDIA and leveraged funds.

US Chipmakers Under Pressure as China Targets Qualcomm, Nvidia
Sector Analysis
4mo ago

US Chipmakers Under Pressure as China Targets Qualcomm, Nvidia

Qualcomm faces a new antitrust probe over its Autotalks acquisition while Nvidia's AI chip shipments see heightened scrutiny from Beijing.