Alona Siniehina/iStock via Getty Images Introduction Still following the theme of capital rotating from soft to hard assets, there's a lot to love about the world of atoms. Firstly, unlike bits, atoms appear to be insulated from AI disruption, and secondly, given that investors have historically underinvested in this space, there's a lot of bargain opportunity to be captured. One such opportunity ...
Alona Siniehina/iStock via Getty Images Introduction Still following the theme of capital rotating from soft to hard assets, there's a lot to love about the world of atoms. Firstly, unlike bits, atoms appear to be insulated from AI disruption, and secondly, given that investors have historically underinvested in this space, there's a lot of bargain opportunity to be captured. One such opportunity I happen to find is amongst commodity chemical stocks, Tronox Holdings ( TROX ). Tronox is one of the largest producers and suppliers of titanium dioxide (TiO₂), a chemical pigment that is used to bring whiteness and opacity to chemical products like paint, paper, and plastics. The end market for TiO₂ is mostly the construction and automotive industries, where the pigment is used in painting and coating. This industry is very cyclical, as the demand for TiO₂ is highly sensitive to commodity prices and construction activities. Given that commodity prices have been depressed for years now amid construction activities being at all-time lows, TROX and its peers ( KRO ) and ( CC ) have massively underperformed in the last 3 years, losing about 49%, 42.39%, and 46.66% in value, respectively, while the ( SPY ) returned 76% in the same period. Data by YCharts Investment Thesis Price action has recently rebounded. In the last 3 months, TROX has rallied by 92.34%, outperforming its peers and the broader market. Capital rotation is just one catalyst bolstering the performance; the other catalyst is the anti-dumping campaign that countries are implementing to reduce low-priced Chinese exports. If these campaigns get executed successfully, they'll hugely benefit Western suppliers, especially Tronox, as it's the most geographically diversified supplier, with roughly 40% of revenue coming from EMEA. Given that Tronox is internally putting effort into cutting costs by shutting down unprofitable plants and lowering CAPEX, revenue gains will likely pass through and return positive operating ...
Jae Young Ju/iStock via Getty Images Samsara's ( IOT ) fourth quarter fiscal 2026 results demonstrated the third consecutive quarter of accelerating its net new annual recurring revenue and continued to improve its margins. Shares had soared 9% by early trading on Friday. Analysts reactions to the results were positive . "With three quarters of accelerating Net New Annual Recurring Revenue in the ...
Jae Young Ju/iStock via Getty Images Samsara's ( IOT ) fourth quarter fiscal 2026 results demonstrated the third consecutive quarter of accelerating its net new annual recurring revenue and continued to improve its margins. Shares had soared 9% by early trading on Friday. Analysts reactions to the results were positive . "With three quarters of accelerating Net New Annual Recurring Revenue in the books, Q4 came in at +31% versus Q3 at 23% YoY in constant currency, investor focus turns to the durability of that growth heading into FY27," said Morgan Stanley analysts, led by Keith Weiss, in a Friday investor note. Samsara collects data from a wide array of assets, enables actions based on insights from said data, and then uses the data to automate workflows through proprietary agents. "The company cited over $100 million in annual recurring revenues from products released in the last year (against a $1.9 billion ARR base) exiting Q4," Weiss noted. "Emerging products represent 23% of NNARR in the quarter. More broadly, selling a broader set of solutions into the customer base—96% of >$100K ARR customers have more than 2 solutions, and 69% have more than 3—has driven the average ARR per >$100K customer up 6% YoY to $362K. Given the strength of the Samsara innovation engine, we would look to the June user conference as a potential catalyst for shares." Morgan Stanley maintained its Equal-weight rating and $53 price target on the stock. Meanwhile, Evercore ISI reiterated its Outperform rating and placed Samsara in its "top 5 ideas" list. However, it also lowered its price target to $40 from $50. "Given the recent pullback and our view that vertical names like Samsara remain more insulated from AI disintermediation, we are bumping IOT into our ‘top 5’ ideas (replacing ORCL)," said Evercore analysts, led by Kirk Materne, in a note. "Clearly, IOT's valuation creates some downside risk if we get another sector-wide pullback. That said, there are very few high-growth and verti...
Melpomenem Prenetics Global ( PRE ) traded higher on Friday after the supplement maker announced plans to repurchase shares worth up to $40M over 12 months. The Hong Kong-based company said that its board authorized the program, noting Prenetics' ( PRE ) undervaluation at current prices. According to PRE, the stock trades at an enterprise value of roughly $89M, less than 0.5x of the revenue its IM...
Melpomenem Prenetics Global ( PRE ) traded higher on Friday after the supplement maker announced plans to repurchase shares worth up to $40M over 12 months. The Hong Kong-based company said that its board authorized the program, noting Prenetics' ( PRE ) undervaluation at current prices. According to PRE, the stock trades at an enterprise value of roughly $89M, less than 0.5x of the revenue its IM8 supplement brand is projected to generate this year. In February, with its Q4 2025 results, Prenetics ( PRE ) reaffirmed its IM8 revenue guidance of $180M - $200M for 2026, with plans to record $250M - $300M in ARR from the David Beckham-backed brand by the end of this year. CEO Danny Yeung said that the share buybacks reflect “a direct expression of the board's view that the current share price does not yet reflect the underlying value and trajectory of this business.” Additionally, Prenetics ( PRE ) announced that during the final week of February, its top executives purchased nearly $1.3M worth of company stock, including a $750K insider purchase from CEO Yeung. More on Prenetics Global Prenetics Global Limited 2025 Q4 - Results - Earnings Call Presentation Prenetics Global Limited (PRE) Q4 2025 Earnings Call Transcript Prenetics: Strong Liquidity And Rapidly Rising Revenue Prenetics Global GAAP EPS of -$3.79 misses by $1.25, revenue of $92.39M beats by $2.25M Prenetics divests 3PL distribution business in all-stock deal valued at up to $13M
200% Q-O-Q increase in net income to $58 million in Q4 2025 $800 million of gross revenues and $161 million of net income for 2025 ($4.45 per share) $416 million in adj. EBITDA in 2025 TEN benefitting from historical high tanker rates. Timely NB orders of LNG & VLCCs $4 billion in Minimum Contracted Revenue ATHENS, Greece, March 06, 2026 (GLOBE NEWSWIRE) -- TEN, Ltd (TEN) (NYSE: TEN) (the “Company...
200% Q-O-Q increase in net income to $58 million in Q4 2025 $800 million of gross revenues and $161 million of net income for 2025 ($4.45 per share) $416 million in adj. EBITDA in 2025 TEN benefitting from historical high tanker rates. Timely NB orders of LNG & VLCCs $4 billion in Minimum Contracted Revenue ATHENS, Greece, March 06, 2026 (GLOBE NEWSWIRE) -- TEN, Ltd (TEN) (NYSE: TEN) (the “Company”) today reported results (unaudited) for the twelve months and fourth quarter ended December 31, 2025. TWELVE MONTHS 2025 SUMMARY RESULTS TEN’s fleet for the twelve months of 2025, generated close to $800 million in gross revenues, and approx. $252 million in operating income inclusive of $12.5 million in capital gains from the sale of four older vessels. Net income for the twelve months of 2025 was $161 million or $4.45 per share. Adjusted EBITDA for 2025 was $416 million, compared to $400 million in the twelve-month period of 2024. Fleet utilization during the twelve months of 2025 increased to 96.6% from 92.5% in the corresponding period of 2024. The average Time Charter Equivalent (TCE) per vessel per day for the twelve months of 2025, remained at a solid $32,130, similar to 2024 levels. Voyage expenses for 2025 with an average of 61.8 vessels in the water were at $122.2 million, about $31.0 million lower from the 2024 level. Total operating expenses per vessel per day remained at a competitive $9,990 in 2025, despite ten vessels undergoing scheduled drydocks. Vessel overhead costs were 7.0% lower from 2024 levels, at $1,866 per vessel per day. Depreciation and amortization totaled $170 million, compared with $160 million in 2024, driven by the continuous addition of newer and larger vessel classes to the fleet. Total debt obligations at the end of 2025 stood at $1.9 billion, from $1.7 billion in 2024, as a result of new vessel financings and various refinancings at competitive terms. Interest and finance costs for the twelve-months of 2025 were at $97.8 million, $14.3...
Key Points Investors have been diversifying away from U.S. stocks for months. REITs look more attractive as interest rates look like they'll go lower. 10 stocks we like better than Vanguard FTSE Developed Markets ETF › The rotation out of mega tech stocks like the "Magnificent Seven" and into other asset classes continued apace in February. Let's see who did best -- and whether that can continue. ...
Key Points Investors have been diversifying away from U.S. stocks for months. REITs look more attractive as interest rates look like they'll go lower. 10 stocks we like better than Vanguard FTSE Developed Markets ETF › The rotation out of mega tech stocks like the "Magnificent Seven" and into other asset classes continued apace in February. Let's see who did best -- and whether that can continue. The best performing asset class during the month was developed economy stocks excluding the U.S., as measured by the Vanguard FTSE Developed Markets Index Fund ETF (NYSEMKT: VEA). It climbed 6.1% in February and is up about 7.5% for the year. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Gold rose 8.7% during the month, but that's a single commodity, not an asset class. Real estate investment trusts, both foreign and domestic, also did well in February. Foreign REITs were up 5.8% for the month, while U.S. REITs rose 5.4%. For comparison, the S&P 500 index was down 0.9% during February and is down about 0.7% for the year after taking a nosedive in recent days due to market jitters about the ongoing war in the Middle East. That index is weighted, so companies with the largest market caps, basically the Magnificent Seven, can move it more than others. Meanwhile, the Nasdaq-100 index was down 2.3% during the month. The largest holdings in that index are the Magnificent Seven stocks. Global investors have been diversifying away from U.S. equities The VEA ETF holds a diversified mix of large-, mid-, and small-cap stocks from advanced economies around the world. About half the index is comprised of European companies, and more than a third from Pacific nations. Canada and the Middle East make up the remainder. Stocks from those nations have done well relative to U.S. stocks in recent months because of healthy ...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 4, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s latest comments suggest that the company may be nearing the end of its investments in AI leaders OpenAI and Anthropic as both firms eye potential public listings. At a recent Morgan Stanley conference, Nvidia CEO Jensen Huang n...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 4, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s latest comments suggest that the company may be nearing the end of its investments in AI leaders OpenAI and Anthropic as both firms eye potential public listings. At a recent Morgan Stanley conference, Nvidia CEO Jensen Huang noted that a $100 billion dollar investment in OpenAI is probably not in the cards as the company expects an IPO. He also noted that the $10 billion stake in Anthropic is likely Nvidia’s final one, amid reports of the startup’s potential public debut despite its ongoing Pentagon dispute. In September 2025, Nvidia and OpenAI had discussed a potential $100 billion deal. However, Nvidia recently finalized a $30 billion investment deal calling it to be the last opportunity to invest in a “consequential company.” Moreover, a recent report by the Financial Times also suggests that Nvidia and OpenAI have abandoned their $100 billion deal considering the health of the AI sector. Is Nvidia (NVDA) Shifting its Investment Strategy Towards OpenAI and Anthropic? Photo by Redd on Unsplash NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppab...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 4, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s latest comments suggest that the company may be nearing the end of its investments in AI leaders OpenAI and Anthropic as both firms eye potential public listings. At a recent Morgan Stanley conference, Nvidia CEO Jensen Huang n...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 4, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s latest comments suggest that the company may be nearing the end of its investments in AI leaders OpenAI and Anthropic as both firms eye potential public listings. At a recent Morgan Stanley conference, Nvidia CEO Jensen Huang noted that a $100 billion dollar investment in OpenAI is probably not in the cards as the company expects an IPO. He also noted that the $10 billion stake in Anthropic is likely Nvidia’s final one, amid reports of the startup’s potential public debut despite its ongoing Pentagon dispute. In September 2025, Nvidia and OpenAI had discussed a potential $100 billion deal. However, Nvidia recently finalized a $30 billion investment deal calling it to be the last opportunity to invest in a “consequential company.” Moreover, a recent report by the Financial Times also suggests that Nvidia and OpenAI have abandoned their $100 billion deal considering the health of the AI sector. Is Nvidia (NVDA) Shifting its Investment Strategy Towards OpenAI and Anthropic? Photo by Redd on Unsplash NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppab...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 3, Piper Sandler reiterated an Overweight rating on Palantir Technologies Inc. (NASDAQ:PLTR) with a $230 price target. The rating affirmation follows President Trump’s order to every federal agency to stop using Anthropic. On March 1, The Pentagon, Department of Defense, and Tre...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 3, Piper Sandler reiterated an Overweight rating on Palantir Technologies Inc. (NASDAQ:PLTR) with a $230 price target. The rating affirmation follows President Trump’s order to every federal agency to stop using Anthropic. On March 1, The Pentagon, Department of Defense, and Treasury Department designated Anthropic as a national security supply-chain risk following a public dispute. This has led to contract cancellations and a six-month phase-out of its technology from military and intelligence systems. Piper Sandler noted that de-platforming Anthropic could cause short-term disruptions to Palantir’s operations and new government program implementations. This is because Palantir provides infrastructure for Anthropic’s Claude model in secure environments. Piper Sandler noted that Anthropic is a pioneer in AI for data-sensitive settings but emphasized that Palantir can replace it with other vendors. The firm noted that the onboarding would divert time and resources of the company from growth initiatives. Piper Sandler Remains a Buy on Palantir (PLTR) Palantir Technologies Inc. (NASDAQ:PLTR) develops software platforms for data integration, analytics, and decision-making, serving government agencies and commercial enterprises. Its products, including Palantir Foundry and Gotham. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.
Centerra Gold Inc. CGAU reported fourth-quarter 2025 revenue of about $401.6 million, representing a 33% increase from the prior-year quarter. The improvement was mainly driven by higher realized prices for both gold and copper, which more than offset the decline in metal sales volumes. Consolidated quarterly output reached 70,853 ounces of gold and about 13 million pounds of copper in the quarter...
Centerra Gold Inc. CGAU reported fourth-quarter 2025 revenue of about $401.6 million, representing a 33% increase from the prior-year quarter. The improvement was mainly driven by higher realized prices for both gold and copper, which more than offset the decline in metal sales volumes. Consolidated quarterly output reached 70,853 ounces of gold and about 13 million pounds of copper in the quarter, with Mount Milligan and Oksut mines remaining key contributors. During the fourth quarter, the company sold 68,143 ounces of gold at an average realized price of $3,415 per ounce compared with 83,876 ounces sold at $2,207 per ounce in the prior-year quarter. Copper sales totaled 12.5 million pounds at an average realized price of $4.69 per pound in the quarter compared with 16.4 million pounds sold at $2.88 per pound a year ago. The surge in commodity prices supported overall revenue growth despite lower volumes. Centerra also continued to benefit from disciplined cost management and optimization efforts at its core operations. Among peers, IAMGOLD Corporation IAG reported revenue of $1.09 billion for the fourth quarter of 2025, marking a sharp 130% increase from $469.9 million in the fourth quarter of 2024. IAMGOLD continued to benefit from operational improvements and higher mill throughput at the Cote mine, ongoing optimization efforts and improved mining efficiencies across its portfolio. Agnico Eagle Mines Limited AEM reported strong revenue of approximately $3.56 billion, representing a sharp increase from roughly $2.22 billion in the fourth quarter of 2024. The growth was primarily driven by a much stronger realized gold price environment, as the company benefited from an average realized gold price of around $4,163 per ounce during the quarter. Agnico Eagle maintained solid production levels in the quarter, supported by stable output from key operations such as Canadian Malartic, Detour Lake and LaRonde. Agnico Eagle also benefited from its high-quality, low-risk ...
Didn’t you know? True British patriots are the ones who want to join an obviously disastrous war on behalf of Israel and Donald Trump Have you heard enough pant-wetting about Britain’s “reputation” this week? Honestly, I don’t think any of us can bear the social embarrassment of not getting immediately involved in an obviously disastrous war in the Middle East. The awks of it. How will good old Br...
Didn’t you know? True British patriots are the ones who want to join an obviously disastrous war on behalf of Israel and Donald Trump Have you heard enough pant-wetting about Britain’s “reputation” this week? Honestly, I don’t think any of us can bear the social embarrassment of not getting immediately involved in an obviously disastrous war in the Middle East. The awks of it. How will good old Britannia hold her head up high if she isn’t an instant ride-or-die for a US administration described by a former senior Nato commander as “gung-ho nutters” with “no clear understanding of how this thing is going to end”? You should be simply unable to stand it. You should have Middle East-catastrophe FOMO. Opposition party leaders and politicians seem genuinely excruciated by the fact that Earth’s pettiest man, Donald Trump, sniffed earlier this week of Keir Starmer: “ This is not Winston Churchill we’re dealing with .” Boo-hoo for you, pal. We’re having to deal with the Cheeto FDR, so everyone’s making sacrifices. Continue reading...