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AngloGold Ashanti reaffirms its strong 2025 production forecast, signaling operational confidence despite a new mining ban in Ghana's forest reserves that impacts the industry. This highlights a growing tension between miners' growth ambitions and increasing regulatory and environmental pressures in key jurisdictions.
Investors are exploring cash-secured puts as a strategy to acquire Marvell Technology (MRVL) stock at a potential discount. This options-based approach is gaining attention from traders with a neutral-to-bullish outlook on the semiconductor firm amidst a complex market environment.
Coeur Mining will acquire New Gold in a $7 billion all-stock deal, creating a major North American precious metals producer. The move comes as investors shift capital from technology stocks to the materials sector amid growing concerns over AI valuations.
Paramount Skydance has launched a hostile $78 billion bid for all of Warner Bros. Discovery, challenging a previous $72 billion offer from Netflix. The bid faces significant political opposition due to its funding from foreign sovereign wealth funds and a private equity firm linked to Jared Kushner.
Investor sentiment in the mining sector is mixed as the market anticipates a U.S. Federal Reserve interest rate cut. While some miners see pressure, copper prices are hitting record highs due to a severe supply crunch, creating a divergent market.