sector-analysis News

Gold miners surge as bullion hits record $5,400 on Iran tensions
Sector Analysis
1mo ago

Gold miners surge as bullion hits record $5,400 on Iran tensions

Precious metals producers rally near 52-week highs as geopolitical instability and weakening dollar boost safe-haven demand

ASML record bookings signal AI capex boom for chip equipment
Sector Analysis
1mo ago

ASML record bookings signal AI capex boom for chip equipment

Dutch lithography giant's €13.2B orders beat estimates by 109%, sending sector higher amid infrastructure buildout

Silver Miners Surge as Metal Hits Record on Critical Mineral Status
Sector Analysis
1mo ago

Silver Miners Surge as Metal Hits Record on Critical Mineral Status

Prices catapult to $115 per ounce as US designates silver strategic asset amid supply deficit

Bitcoin miners plunge as winter storm forces 80% production cuts
Sector Analysis
1mo ago

Bitcoin miners plunge as winter storm forces 80% production cuts

Marathon and Riot suspend mining operations to support power grid during severe weather

Natural-gas producers rally as futures hit $6 for first time since 2022
Sector Analysis
2mo ago

Natural-gas producers rally as futures hit $6 for first time since 2022

Historic winter storm disrupts US production, driving 89% weekly surge in prices

Gold miners surge as bullion breaches $5,000 record
Sector Analysis
2mo ago

Gold miners surge as bullion breaches $5,000 record

Safe-haven demand driven by political turmoil and weaker dollar boosts mining sector

US Signals Price Floors for Rare Earths to Counter China's Grip
Sector Analysis
2mo ago

US Signals Price Floors for Rare Earths to Counter China's Grip

Reports of talks with Australia's Lynas follow a landmark deal with MP Materials, signaling a new Western strategy to de-risk the critical minerals supply chain.

Chip Demand Surges in 2026, Defying Global Economic Headwinds
Sector Analysis
2mo ago

Chip Demand Surges in 2026, Defying Global Economic Headwinds

Early trade data from South Korea shows a 20% jump in semiconductor exports, signaling ferocious global demand for AI technology amid a broader trade slump.