Silver has been following gold's rally since the beginning of the year, and finally the prices have begun to catch up with the yellow metal. Silver prices on COMEX have surged more than 74% since the... ...

Core Viewpoint - American Battery Technology Co (NASDAQ: ABAT) experienced a significant stock crash of up to 40% following the Department of Energy's (DOE) unexpected announcement to rescind a $52 million grant, which was crucial for its lithium hydroxide refinery project [7][9][14] Company Overview - The revoked grant was intended to support domestic battery material production and reduce reliance on foreign supply chains, making its loss a major setback for ABAT [9] - The company has seen its stock price increase over 400% since April, indicating strong retail investor interest despite the recent decline [8][14] Financial Implications - The DOE grant was not merely symbolic; it served as the financial backbone for ABAT's operational ambitions, and its loss raises concerns about the company's operational credibility and future prospects [9][10] - The revocation of the grant suggests potential compliance or execution issues and removes a significant non-dilutive funding source, which could be catastrophic for a pre-revenue firm in a capital-intensive sector [10] Market Sentiment - Investors are now questioning whether ABAT can secure alternative financing or if it will need to resort to dilutive equity raises to remain operational [10] - The company's fundamentals do not currently support a contrarian investment, as it lacks meaningful revenue, has negative cash flow, and limited visibility into commercial-scale production [11][12] Risk Factors - The loss of the DOE award not only delays the refinery timeline but also increases the likelihood of shareholder dilution, compounded by a lithium market facing oversupply and falling prices [12] - The recent stock price surge has been attributed to retail investors, but the sudden loss of federal support has exposed the fragility of this momentum [13][15] Analyst Coverage - Currently, only one analyst covers ABAT, with a price target of $6.0, indicating a lack of meaningful upside potential from the current stock price [16]

Core Viewpoint - AMD's stock has surged over 8%, driven by optimism surrounding its expanding role in the AI chip market and new partnerships, particularly with Oracle and OpenAI [2][4][10]. Company Developments - AMD has secured a major deal to supply 50,000 Instinct MI450 AI chips to Oracle Cloud Infrastructure starting in late 2026 [7][8]. - The company is also engaged in a multibillion-dollar partnership with OpenAI, delivering up to 6 gigawatts of GPUs, beginning with a 1-gigawatt rollout in 2026 [9]. Market Dynamics - The semiconductor sector is experiencing a boom due to increasing demand for AI chips as companies seek to build and scale new AI models [9][10]. - Institutional investors are showing strong interest, contributing to AMD's technical breakout and optimism regarding its product roadmap [10]. Analyst Sentiment - Analysts have raised their price targets for AMD, with HSBC increasing its target from $185 to $310, citing underestimated AI revenue potential [10][12]. - Wolfe Research upgraded AMD to "Outperform" with a $300 price target, anticipating earnings per share exceeding $10 in the near term [11]. - Jefferies upgraded AMD from Hold to Buy, describing its AI chip business as a "multi-generational opportunity" [13].

Core Viewpoint - Shares of Bunge Global SA increased by over 13% following President Donald Trump's statement regarding the potential cessation of U.S. purchases of Chinese cooking oil [1] Company Summary - Bunge Global SA experienced a significant stock price surge, indicating a positive market reaction to geopolitical developments affecting trade [1] Industry Summary - The announcement from President Trump suggests a shift in U.S. trade policy that could impact the cooking oil market, particularly concerning imports from China [1]

NuScale Power Corp (NASDAQ: SMR) rallied more than 20% today after the US Army launched a new initiative aimed at deploying micro nuclear reactors. Dubbed the "Janus Program†– this new initiative is ... ...

USA Rare Earth stock (NASDAQ: USAR) took a sharp plunge on Wednesday, witnessing an 11% drop. The development came amid renewed doubts over continued US government backing and ongoing volatility in th... ...

Market Overview - US equities have been on a bull run since October 2022, marking a significant recovery from previous lows [4][6] - The only notable pullback occurred in April 2025 due to tariff-related volatility [5][6] - Recent trade tensions, particularly regarding tariffs imposed by the Trump administration, have reignited market fears as the November deadline approaches [6][8] Tariff Impact - Tariff concerns led to the largest one-day decline in major US indices since April 2025 [7] - The Trump administration's extension of tariff postponements initially alleviated concerns, but renewed tensions have escalated as the deadline nears [8][9] - China's stance in trade negotiations has become more assertive, complicating the situation further [8] Gold Market Dynamics - Gold prices have reached new all-time highs, continuing a bull market that has persisted for nearly a decade [6][10] - Analysts predict potential future highs for gold, estimating prices could rise to between $5,000 and $8,000 [10] - The current bull market in gold is being scrutinized for its longevity, with some analysts suggesting it may be nearing its peak [11]

Core Viewpoint - Omeros Corporation's stock surged over 150% following the announcement of a licensing agreement with Novo Nordisk, potentially worth up to $2.1 billion [1] Company Summary - Omeros Corporation (NASDAQ: OMER) has entered into a new licensing agreement with Novo Nordisk, which is headquartered in Bagsværd [1] - The agreement has a total potential value of $2.1 billion, indicating significant financial implications for Omeros [1] Market Reaction - The stock price of Omeros Corporation experienced a dramatic increase of over 150% in response to the licensing agreement announcement [1]

Core Insights - Oracle's shares increased by 3.4% on Wednesday, recovering from a 3% decline the previous day, indicating a positive market response [1] - The recovery in Oracle's stock was supported by overall gains in US equity markets, suggesting a broader market influence on the company's performance [1] Company Performance - The rebound in Oracle's shares reflects investor confidence and market dynamics, as the company navigates fluctuations in stock prices [1] - The 3% decline prior to the recovery indicates volatility in Oracle's stock, which may be influenced by external market conditions [1] Market Context - The rise in Oracle's shares coincided with a general uplift in US equity markets, highlighting the interconnectedness of individual stocks with broader market trends [1]

Tesla stock is rebounding on Wednesday after a plunge yesterday due to the growing anxieties around the electric vehicles industries. On Wednesday, Tesla stock was trading over 2% up during press time... ...