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Newmont Corporation's sale of 6.77 million shares in Fuerte Metals for CAD$29.5 million triggered an 11.37% drop in Fuerte's stock price, reducing Newmont's stake to 19.5%.
Barrick Gold's stock reached a 52-week high of $44.07 on December 12 after the company announced plans for a North American assets IPO and completed over $1.3 billion in non-core asset sales.
AngloGold Ashanti reported a 121% year-over-year increase in adjusted EBITDA to $4.12 billion for the first nine months of 2025, driven by a 20% rise in gold production.
In Q3 2025, Aris Mining's consolidated all-in-sustaining costs increased by 6.6% to $1,641 per ounce, but its AISC margin grew 42% year-over-year, driven by higher gold prices and sales volumes.
Newmont (NEM) delivered a 150% one-year total shareholder return, with its stock price gaining 26% in the last 90 days as investors respond to strategic acquisitions and growth projects.
Wall Street is anticipating a Federal Reserve interest rate cut, driven by dovish commentary from Fed officials and economic data indicating a cooling labor market. This sentiment has sparked hopes for a year-end market rally, causing stock futures to rise and Treasury yields to ease.
Analysts highlight Adobe and Credo Technology as top stock picks for the week of December 15, 2025, citing generative AI integration and strong earnings revisions as key bullish drivers.
The market's artificial intelligence-driven rally has pushed equity valuations to their second-highest level in history, creating a complex and challenging environment for traditional value investors. This situation forces a re-evaluation of what constitutes "value" when high-growth technology stocks trade at premium multiples.
Key players in the energy and mining sectors are executing significant strategic transactions, including major acquisitions and divestitures, to optimize portfolios and enhance cash flow. These moves occur as the broader market exhibits caution, with investors weighing opportunities in both high-growth technology and value-oriented basic materials.
The Federal Reserve's third interest rate cut of the year has spurred a rally in consumer discretionary stocks. Analysts are upgrading key players like Las Vegas Sands, citing strong performance metrics and a favorable economic outlook fueled by expectations of increased consumer spending.
Amid mixed market signals and fears of a 2026 recession, analysts are highlighting specific growth and value stocks. Investors are proceeding with caution as they await key economic data on inflation and employment.
GE HealthCare (GEHC) has been identified as a strong value stock based on its favorable valuation metrics, according to analysis from Zacks Investment Research. This designation comes as investors navigate a mixed market with pressure on high-growth technology stocks.
Zacks Investment Research has added five new companies to its coveted Zacks Rank #1 (Strong Buy) list, signaling a bullish outlook based on positive revisions to their earnings estimates. This move comes as the market weighs the continued dominance of AI against a potential boom in cyclical sectors.
Orla Mining has initiated its first quarterly dividend, signaling a strategic shift towards shareholder returns while managing significant growth projects and absorbing the impact of a major shareholder's partial stake sale. The move positions Orla at a pivotal point between growth and income generation.
Precious metals miners are executing strategic acquisitions and securing financing to capitalize on a record gold price rally, signaling a sector-wide focus on growth and consolidation. These moves are underpinned by strong commodity forecasts and a favorable macroeconomic environment for hard assets.
JPMorgan has forecast an impending "supercycle" for industrial stocks, with a particular focus on small and mid-cap companies, projected to materialize by 2026. This outlook is supported by other major banks, which are also bullish on cyclical sectors amid shifting economic conditions.
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.
Institutional capital is rotating into the mining sector, driven by a broad commodity super-cycle. This strategic shift is most evident on the Australian Securities Exchange, where resource companies now account for the vast majority of stocks reaching 52-week highs, signaling a move from growth-oriented equities to value plays.
Jefferies and UBS issued bullish outlooks for Newmont Corporation (NEM), reinforcing confidence in the mining sector. The positive ratings are driven by a significant rally in commodity prices and Newmont's strong financial position and strategic growth initiatives.
The People's Bank of China (PBOC) has increased its gold reserves for the 13th consecutive month, a move that aligns with a broader global trend of central banks diversifying away from U.S. dollar-denominated assets. This sustained buying provides a strong fundamental support for gold amidst a historic rally in 2025.