Strong demand, years of underinvestment, and deglobalization trends are reinforcing the case for higher prices across metals and energy.
3 minute read
As copper prices continue to surge, analysts disagree over whether a correction is on the way.
3 minute read
A few stocks related to so-called soft commodities appear poised for their own potentially sizable moves.
4 minute read
Investors can get some gains by holding stocks that President Donald Trump might covet.
3 minute read
BlackRock’s Rieder is favored by traders to lead the Fed, healthcare stocks plunge, Polymarket scores another deal, and more news to start your day.
Long Read
Soaring silver has some investors taking profits, and a big test to the rally is looming.
3 minute read
The White House has made shoring up rare earths—key components in products like smartphones and fighter jets—a top priority.
3 minute read
Natural gas prices hit multi-year highs as Winter Storm Fern disrupts production and power markets, with cold weather expected to keep demand elevated.
4 minute read
Gold's recent rally has lifted mining company stocks with it.
2 minute read
The silver foray is one of several examples of former CEO Warren Buffett making a smart call, but then selling the investment too soon.
4 minute read
Trump’s actions are accelerating a shift toward a multipolar world and new alliances. Here’s what strategists say it means for portfolios.
Long Read
Intel is still facing supply constraints, Trump vows retaliation as ‘Sell America’ list grows, airlines brace for chaos ahead of winter storm, and more news to start your day.
Long Read
Frigid weather across the U.S. is causing natural-gas prices to rocket higher, and could keep them elevated for days.
2 minute read
Gold is up nearly 12% this year, trouncing the S&P 500. Gavekal Research says that could push investors toward non-U.S. equities and equal-weight strategies.
2 minute read
Solid fundamentals don’t come close to explaining silver’s meteoric rise. Why it may not last.
Long Read
Truist analyst Peter Osterland upgraded shares of the lithium miner to Buy from Hold. His price target went to $205 from $125. Higher lithium prices drove the change.
2 minute read
Auto makers slide, while defense and mining stocks rally as investors fret about President Donald Trump’s push to acquire Greenland.
3 minute read
Jefferies analyst Christopher LaFemina upgraded Ramaco Resources shares to Buy from Hold. His price target went down $3 to $30, according to FactSet.
2 minute read
Coin dealers say it appears the outsize silver gains are being driven by institutional investors and overseas buyers in regions such as Asia.
3 minute read
Brent crude prices are already up 9% this year as tensions rise in Iran, and amid the continuing conflict in Ukraine.
3 minute read
A Defense Department agreement derisked MP’s growth plans and lifted analyst price targets.
2 minute read
The president’s statement about Exxon is probably just the beginning of a long negotiation between the oil giants and the administration.
3 minute read
AI growth pitted against power availability is a “perfect storm” for 2026, warns Jordi Visser, head of AI Macro Nexus Research for 22V Research.
2 minute read
This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.
Long Read
Opportunities abound in Mexico, Brazil, Chile, and more.
Long Read