News und Analysen

The opportunity to secure a domestic supply of other critical minerals has opened up a market for up-and-coming companies, including The Metals Company (NASDAQ: TMC). Meanwhile, the higher gold and

With oil prices surpassing $100 a barrel and U.S. gas prices surging as a result of the war, the Strategic Petroleum Reserve (SPR) once again found itself in the spotlight as politicians began

Oil prices have surged in the wake of the war with Iran. The conflict has caused a major supply disruption as crude-carrying ships can't safely pass through the Strait of Hormuz. As a result, the

Through 2030, energy demand in the United States is expected to grow by 4% annually. But here's the thing: most of that growth will be driven by the construction of data centers to support the

When you think of industrial stocks, shares of slow-growing, mature, "old economy" companies may first come to mind. However, it's worth noting that many hot industries, including rare-earth metals

On February 17, 2026, Angelo Gordon & Co. disclosed a significant buy of Enviri (NYSE:NVRI), acquiring 2,339,915 shares in a transaction estimated at $34.87 million based on quarterly average

On February 17, 2026, Rush Island Management reported selling out its entire stake in Sunstone Hotel Investors (NYSE:SHO), unloading 3,708,130 shares worth $34.75 million.

According to a Securities

The world is hungry for more energy. In the U.S. alone, electricity usage is expected to grow by 4% annually through 2030. Most of this growth, however, will be fueled by the artificial intelligence

The share price of TMC The Metals Company (NASDAQ: TMC) jumped on news released on March 9, 2026. The news was important to the company's goal of building a deep-seabed mining business, but it isn't

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Schonfeld Strategic Advisors LLC reduced its position in iShares Ethereum Trust ETF (NASDAQ:ETHA) by 3,437,760

Critical Metals (NASDAQ: CRML) clearly became a critical stock for more than a few investors on the second trading day of the week. In retrospect, that wasn't a surprise, as a major rally in the

Though it happened only briefly when it unveiled its latest smartphone, the Galaxy S26, Samsung (OTC: SSNLF) crossed the $1 trillion market cap line on Feb. 26, 2026. It was the first South Korean

On February 17, 2026, Granahan Investment Management disclosed a major sale of SPS Commerce (NASDAQ:SPSC) shares, reducing its stake by 368,776 shares in a transaction estimated at $34.19 million

Oklo (NYSE: OKLO) is one of several companies seeking to change how nuclear power is generated. One of the biggest benefits of Oklo's technology is that its reactors are designed to use recycled

Military conflicts in the Middle East create tremendous uncertainty. However, they also provide significant catalysts for energy stocks. We're seeing that happen now with the U.S. and Israeli

Oklo (NYSE: OKLO) is navigating the tension between explosive AI-driven power demand and the slow reality of nuclear licensing. I break down why new-customer backing matters, what execution risks

TMC The Metals Company (NASDAQ: TMC) has emerged as a hot play amid rapidly shifting dynamics in the minerals market. The company specializes in the collection of deep-sea nodules that contain a

It's now been almost exactly one year since the creation of the Strategic Bitcoin (CRYPTO: BTC) Reserve, and there hasn't been a lot to show for it. After all, the price of Bitcoin is now more than

NuScale Power (NYSE: SMR) and Oklo (NYSE: OKLO) are both trying to shake up the nuclear energy market with smaller and more scalable reactors. Last July, I compared these two stocks and claimed

In recent years, rising geopolitical tensions have brought critical minerals and rare earth metals into the spotlight. These crucial materials power advanced technologies, including electric

Equinox Partners Investment Management trimmed its position in Osisko Development (NYSE:ODV) by 1,032,596 shares last quarter, an estimated $3.55 million trade based on average quarterly pricing

On February 17, 2026, Marathon Asset Management disclosed in an SEC filing that it sold out its entire Cinemark Holdings (NYSE:CNK) position, an estimated $8.41 million trade based on last-disclosed