While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, ...

Alibaba (BABA) shares surged to their highest price in nearly four years after unveiling renewed plans to boost artificial intelligence (AI) spending beyond its original $50 billion-plus commitment, per a Bloomberg article, as quoted on Yahoo Finance. Chief Executive Officer Eddie Wu forecasted that global AI investment could grow to roughly $4 trillion over the next five years, and Alibaba seeks to keep pace with that momentum, the Bloomberg article noted.The very Bloomberg article added that the Alibaba C ...

Key Takeaways Epidiolex now drives over a quarter of Jazz's product sales and is on track for blockbuster status.Jazz balances growth with a strong oncology and neuroscience portfolio beyond cannabis therapies.Acquisition of Chimerix added Modeyso, its sixth oncology drug, after FDA approval for certain gliomas.JAZZ Pharmaceuticals (JAZZ) is not your typical cannabis stock involved in cultivation, processing, or sales of marijuana products. Instead, this commercial-stage biotech is the only one to market an ...

Key Takeaways SO's unit Southern Telecom and Seimitsu formed SouthernWaves to deliver fiber services.The alliance expands SO's dark fiber offerings by adding lit services managed through Seimitsu's expertise.SouthernWaves supports the South Downtown Atlanta project with high-capacity, smart-city connectivity.Southern Company’s (SO) subsidiary, Southern Telecom, has officially partnered with Seimitsu, a key player in the broadband networking industry based in Savannah, to form SouthernWaves, a bold strategic ...

Key Takeaways Chevron expands with Hess deal, adding Guyana assets and boosting shale output diversification.Enterprise Products Partners delivers 27 years of payout hikes and a near 7% distribution yield.CVX earnings estimates trend higher while EPD faces margin pressure and slower growth outlook.Chevron Corporation ((CVX) and Enterprise Products Partners L.P. ((EPD) stand out as two oil/energy giants with strong ties to the Permian Basin and a reputation for steady capital returns. Both names also appeal ...

Federal Reserve and Interest Rates - The Federal Reserve cut the benchmark lending rate by 25 basis points to a range of 4-4.25% on September 17, marking the first rate cut of the year [1] - The Fed's dot-plot indicates two additional rate cuts of 25 basis points each in 2025 and one in both 2026 and 2027 [1] Fintech Industry Overview - The fintech sector benefits from a low-interest-rate environment, which fosters technological improvement and product innovation [2] - The growth of mobile and broadband networks, along with advancements in AI and machine learning, positions fintech for significant expansion [3] Investment Recommendations - Five fintech companies are recommended for investment based on favorable Zacks Ranks: CoStar Group Inc. (CSGP), PayPal Holdings Inc. (PYPL), SoFi Technologies Inc. (SOFI), Interactive Brokers Group Inc. (IBKR), and Robinhood Markets Inc. (HOOD) [4][9] - All five companies exhibit strong revenue and earnings growth expectations for the current year [9] CoStar Group Inc. (CSGP) - CSGP benefits from a resilient subscription business and a strong portfolio of marketplaces, with global traffic reaching 141 million in Q2 2025 [7] - New product launches, such as Matterport 3D tours and AI voice search, enhance customer experience [8] - Expected revenue and earnings growth rates for CSGP are 18.1% and 21.1%, respectively, for the current year [10] PayPal Holdings Inc. (PYPL) - PYPL is experiencing robust growth in total payment volume and strengthening customer engagement [11] - The company leverages AI for fraud detection and operational efficiency, contributing to an expected revenue and earnings growth rate of 4% and 12.5%, respectively, for the current year [13] SoFi Technologies Inc. (SOFI) - SOFI is positioned as a leader in online banking services, benefiting from lower interest rates that encourage customer growth [14] - The expected revenue and earnings growth rates for SOFI are 31.7% and over 100%, respectively, for the current year [16] Interactive Brokers Group Inc. (IBKR) - IBKR's initiatives to enhance its global presence and product suite are expected to support revenue growth, with a projected CAGR of 6.5% by 2027 [17] - Expected revenue and earnings growth rates for IBKR are 8.9% and 11.4%, respectively, for the current year [19] Robinhood Markets Inc. (HOOD) - HOOD operates a financial services platform that allows users to invest in various assets, benefiting from increased retail market participation [20][21] - The expected revenue and earnings growth rates for HOOD are 35.4% and 41.3%, respectively, for the current year [22]

Core Viewpoint - Newmont Corporation (NEM) and Kinross Gold Corporation (KGC) are positioned to benefit from soaring gold prices driven by the Federal Reserve's dovish stance and global trade tensions [1][2][3] Gold Market Overview - Gold prices have surged approximately 43% this year, reaching over $3,700 per ton for the first time, influenced by central bank purchases and geopolitical uncertainties [3] - Central banks globally are accumulating gold reserves due to risks associated with aggressive trade policies [2] Newmont Corporation (NEM) - Newmont is investing in growth projects such as the Ahafo North expansion in Ghana and the Cadia Panel Caves in Australia, aimed at increasing production capacity and extending mine life [5] - The acquisition of Newcrest Mining Limited has enhanced Newmont's portfolio, expected to generate $500 million in annual run-rate synergies [6] - Newmont's divestiture program is projected to yield $3 billion in after-tax cash proceeds, reinforcing its capital allocation strategy [8] - The company reported a liquidity position of $10.2 billion, with free cash flow increasing to $1.7 billion, and has returned approximately $2 billion to shareholders [9] - Newmont offers a dividend yield of 1.2% with a sustainable payout ratio of 20% [10] Kinross Gold Corporation (KGC) - Kinross has a strong production profile with key projects like Great Bear in Ontario and Round Mountain Phase X in Nevada, expected to enhance cash flow [12] - Tasiast and Paracatu are significant contributors to cash flow, with Tasiast being the lowest-cost asset [13] - Kinross ended Q2 2025 with liquidity of approximately $2.8 billion and reported a free cash flow increase of 87% year-over-year [14] - The company repaid $800 million of debt in 2024, improving its net debt position to around $100 million [15] - Kinross has a dividend yield of 0.5% with a payout ratio of 10% [15] Financial Performance and Valuation - Year-to-date, NEM stock has increased by 127.5%, while KGC stock has risen by 164.1%, outperforming the industry average of 117.7% [18] - KGC trades at a forward earnings multiple of 16.52, while NEM trades at 15.38, indicating a discount for Newmont [19][20] - The Zacks Consensus Estimate for NEM's 2025 sales and EPS indicates growth of 10.7% and 57.5%, respectively, while KGC's estimates imply growth of 27.8% and 108.8% [24][25] Investment Consideration - Both companies are well-positioned to capitalize on high gold prices, with strong financial health and development pipelines [27] - Newmont is viewed as a more attractive investment option due to its higher dividend yield and favorable valuation compared to Kinross [27]

Core Insights - Agnico Eagle Mines Limited (AEM) is focused on mineral reserve replacement, achieving a 0.9% year-over-year increase in proven and probable gold reserves to 54.3 million ounces by the end of 2024, with inferred mineral resources rising approximately 9% to 36.2 million ounces due to successful exploration drilling [1][8] Group 1: Exploration and Development - AEM's drilling campaigns in the first half of 2025 have advanced key projects, including the East Gouldie deposit at Canadian Malartic, with plans for production start-up in the second half of 2026 [2] - At Hope Bay, drilling results at Patch 7 indicate potential for mineral resource expansion, while the Marban deposit is being developed for reserve and resource expansion following the acquisition of O3 Mining [3] - AEM is also working on a feasibility study at San Nicolas, expected to be completed in late 2025, and has initiated the development of an exploration ramp at Detour Lake [3] Group 2: Competitive Positioning - AEM's initiatives in expanding its reserve base and inferred resources position it as a growth-oriented player among major peers, with a focus on maintaining drilling pace and converting potential into formally declared reserves through 2025 [4] - In comparison, Newmont Corporation (NEM) reported a 1.3% decline in gold reserves to 134.1 million ounces, raising concerns about its growth potential [5] - Barrick Mining Corporation (B) demonstrated strong reserve growth, increasing its proven and probable gold mineral reserves by approximately 17.4 million ounces to 89 million ounces, indicating proactive exploration efforts [6] Group 3: Market Performance - AEM's shares have surged 107.6% year-to-date, outperforming the Zacks Mining – Gold industry's rise of 117.7%, driven by record-setting gold prices [7][8] - The Zacks Consensus Estimate for AEM's earnings in 2025 and 2026 implies a year-over-year rise of 67.4% and 3.4%, respectively, with EPS estimates trending higher over the past 60 days [9] - AEM is currently trading at a forward 12-month earnings multiple of 22.38, which is approximately 37.4% higher than the industry average of 16.29 [10]

Key Takeaways TechnipFMC won a $75M-$250M Petrobras contract for subsea production systems.The deal spans design, engineering, manufacturing and life-of-field services.Systems will be built and serviced in Brazil, boosting local expertise and support.TechnipFMC plc (FTI) , a global leader in subsea technology and services, has secured a substantial contract from Brazil’s integrated oil and gas company Petrobras (PBR) , valued between $75 million and $250 million, following a rigorous competitive tendering p ...

Key Takeaways The U.S. is said to be negotiating up to a 10% stake in Lithium Americas.LAC's Thacker Pass could produce 40,000 tons of lithium annually for EV batteries.An ownership stake would extend Washington's push to anchor critical minerals.Seems like U.S. President Donald Trump is getting stronger in his push to cut America’s reliance on China. Speculations are rife that the Trump administration is seeking an equity stake in Lithium Americas Corporation (LAC) .Per Reuters, the government is said to b ...