July WTI crude oil (CLN26 ) are up +6.21 (+7.11%), and July RBOB gasoline (RBN26 ) is up +0.1004 (+3.31%). Crude oil prices are sharply higher today after Iran’s Tasnim news agency reported that Iran’s government said in a statement that it halted the exchange of messages with the US...
July WTI crude oil (CLN26 ) are up +6.21 (+7.11%), and July RBOB gasoline (RBN26 ) is up +0.1004 (+3.31%). Crude oil prices are sharply higher today after Iran’s Tasnim news agency reported that Iran’s government said in a statement that it halted the exchange of messages with the US...
A couple of key business partners highlighted the fact that the company is leading the charge into the next generation of AI data center computing platforms.
A couple of key business partners highlighted the fact that the company is leading the charge into the next generation of AI data center computing platforms.
(RTTNews) - European stocks closed weak on Monday amid fading hopes for a U.S.-Iran ceasefire after Iran reportedly said it will stop communications with the United States. Also, inflation and interest rate concerns rose following a sharp rise in oil prices.
(RTTNews) - European stocks closed weak on Monday amid fading hopes for a U.S.-Iran ceasefire after Iran reportedly said it will stop communications with the United States. Also, inflation and interest rate concerns rose following a sharp rise in oil prices.
In the past week, the United States market has seen a 1.6% increase and is up an impressive 28% over the last year, with earnings projected to grow by 17% annually in the coming years. In this thriving environment, identifying growth companies with significant insider ownership can be crucial as it often indicates confidence from those closest to the business and aligns their interests with shareh...
In the past week, the United States market has seen a 1.6% increase and is up an impressive 28% over the last year, with earnings projected to grow by 17% annually in the coming years. In this thriving environment, identifying growth companies with significant insider ownership can be crucial as it often indicates confidence from those closest to the business and aligns their interests with shareholders.
Shares of Nio (NYSE:NIO) are up 7% in midday trading Monday, changing hands near $6 after the Chinese EV maker posted blowout May delivery numbers. The bounce extends a recovery year for Nio stock, which is up 69% over the past 12 months. Tesla (NASDAQ:TSLA) is moving the other direction, with Tesla stock down 3% ... NIO Soars 7% on Blowout May Deliveries Up 62%, Tesla Sinks 3% as China EV Battle ...
Shares of Nio (NYSE:NIO) are up 7% in midday trading Monday, changing hands near $6 after the Chinese EV maker posted blowout May delivery numbers. The bounce extends a recovery year for Nio stock, which is up 69% over the past 12 months. Tesla (NASDAQ:TSLA) is moving the other direction, with Tesla stock down 3% ... NIO Soars 7% on Blowout May Deliveries Up 62%, Tesla Sinks 3% as China EV Battle Intensifies
A screen of technology ( XLK ) stocks with market capitalizations above $10B highlights SanDisk ( SNDK ), Arrow Electronics ( ARW ), and Capgemini ( CGEMY ) among the market's most attractive names based on valuation grades. The valuation grade compares how expensive or inexpensive a stock is relative to others in its sector. It is based on a combination of valuation metrics, such as P/E, PEG, pri...
A screen of technology ( XLK ) stocks with market capitalizations above $10B highlights SanDisk ( SNDK ), Arrow Electronics ( ARW ), and Capgemini ( CGEMY ) among the market's most attractive names based on valuation grades. The valuation grade compares how expensive or inexpensive a stock is relative to others in its sector. It is based on a combination of valuation metrics, such as P/E, PEG, price-to-sales, and price-to-cash-flow ratios, using both current and forward estimates. The overall valuation grade is derived from a comparison of all underlying metrics and reflects how attractively a stock is priced relative to its sector peers. The most attractively valued technology stocks by valuation grade (market cap of $10 billion or more) are: SanDisk ( SNDK ): Valuation Grade A+ Arrow Electronics ( ARW ): Valuation Grade A Capgemini ( CGEMY ): Valuation Grade A HP ( HPQ ): Valuation Grade A Wipro ( WIT ): Valuation Grade A FUJIFILM ( FUJIY ): Valuation Grade A- GoDaddy ( GDDY ): Valuation Grade A- Infosys ( INFY ): Valuation Grade A- Super Micro Computer ( SMCI ): Valuation Grade A- Accenture ( ACN ): Valuation Grade B+ More on State Street Technology Select Sector SPDR ETF Hyperscaler's CDS Fears Are Rising Semis Versus Software: Should You Follow The Investment Giants And Their 13-F Actions? An AI Infrastructure Sanity Check And Where Do We Go From Here Tech prints blockbuster EPS, but the cash register sounds quieter Dell earnings blowout sparks fresh focus on high-momentum hardware stocks
aprott/iStock via Getty Images As I said previously , I focus on multi-year investment themes rather than short-term swing trades. A longer time horizon lets me better understand the business model, see how management handles tough times, and watch the market gradually catch up to the company’s intrinsic value. That longer runway also gives me room to reexamine my investment thesis and correct mis...
aprott/iStock via Getty Images As I said previously , I focus on multi-year investment themes rather than short-term swing trades. A longer time horizon lets me better understand the business model, see how management handles tough times, and watch the market gradually catch up to the company’s intrinsic value. That longer runway also gives me room to reexamine my investment thesis and correct mistakes along the way. Rare earth elements, or REEs, have been a long-term investment theme I have followed and invested in since 2020 . At the time, I believed REE mining would become an important part of the commodity super-cycle. What I did not anticipate was how hot the sector would become—or that it would eventually attain meme-stock status. Fig. 1. China attained dominance in the processing of critical minerals, especially REEs, in the 1990s, and has wielded the REE stick three times over the past 15 years (Statista; Jaireth, Hoatson & Miezitis; MacroMicro) More recently, U.S.-China relations have had an outsized impact on how the market views the REE investment theme. China controls more than 60% of global REE upstream mining, 90% of refining and separation capacity, and 94% of downstream permanent magnet manufacturing (Figure 1). With China holding the REE chokepoint, REE mining stocks swung wildly ahead of—and following—the Trump-Xi summits in October 2025 and May 2026. In addition, because our investment approach at The Natural Resources Hub, as outlined in the 2021 and 2022 Seeking Alpha interviews, requires the presence of a structural bull market, it is important to determine whether the REE sector is indeed in one. Below, I examine the structural drivers behind the current REE cycle and discuss how investors may navigate the geopolitical uncertainty and price volatility surrounding the sector as they attempt to profit from it. China wields the REE stick Rare earths are not an isolated case of Chinese monopoly; they are part of China’s broader dominance across nu...