Key Takeaways Gold prices hit record highs above $4,700/oz, after a 66% jump last year that sent AEM shares up 116.8%.Geopolitical tensions, weaker dollar and expected Fed rate cuts lift gold, boosting AEM margins. Agnico Eagle Mines targets growth via Malartic's 1Moz potential and Upper Beaver, Hope Bay, San Nicolas.Gold prices climbed almost 66% last year, sending Agnico Eagle Mines Limited’s (AEM) shares up 116.8%. The question now is: Can the gold mining company repeat its stellar performance this year, ...

For investors who haven't been living under a rock for the past year, the soaring price of gold (and other precious metals for that matter) has become one of the most important story lines to watch in the markets this year. With the price of a single ounce of gold now currently hovering around $4,700 (right around its all-time high), the question of course is whether it's too late for investors to dive in. I'm of the view that this momentum rally is probably warranted. That's in part due to the underlying f ...

桥水基金创始人达利欧警告称，特朗普总统的政策可能会引发"资本战争"，因为各国和投资者会减少对 美国资产的投资。贸易紧张局势加剧和财政赤字增加可能会削弱人们对美国债务的信心，从而可能促使 投资者转向黄金等硬资产，他建议将黄金作为重要的对冲工具。 周二，黄金股表现活跃，金田(GFI.US)涨近6%，AngloGlod Ashanti(AU.US)涨超5%，金罗斯黄金 (KGC.US)、伊格尔矿业(AEM.US)涨超4%，纽曼矿业(NEM.US)涨超2%;白银概念全线上涨，Silvercorp Metals(SVM.US)涨超5%，泛美白银(PAAS.US)涨超4%，First Majestic Silver(AG.US)涨超2%。消息面 上，现货黄金涨1.2%，现报4723.65美元;现货白银一度涨超1%，现报93.42美元。 ...

智通财经APP获悉，周二，黄金股表现活跃，金田(GFI.US)涨近6%，AngloGlod Ashanti(AU.US)涨超 5%，金罗斯黄金(KGC.US)、伊格尔矿业(AEM.US)涨超4%，纽曼矿业(NEM.US)涨超2%;白银概念全线 上涨，Silvercorp Metals(SVM.US)涨超5%，泛美白银(PAAS.US)涨超4%，First Majestic Silver(AG.US)涨 超2%。消息面上，现货黄金涨1.2%，现报4723.65美元;现货白银一度涨超1%，现报93.42美元。 桥水基金创始人达利欧警告称，特朗普总统的政策可能会引发"资本战争"，因为各国和投资者会减少对 美国资产的投资。贸易紧张局势加剧和财政赤字增加可能会削弱人们对美国债务的信心，从而可能促使 投资者转向黄金等硬资产，他建议将黄金作为重要的对冲工具。 ...

Core Insights - The U.S. stock market starts the new year with confidence, supported by easing inflation, a steady economy, and expectations of lower interest rates over time, alongside the influence of artificial intelligence [1] Economic Environment - Recent data shows mixed but encouraging signs, with factory activity performing better than expected while housing shows signs of cooling; earnings season is ramping up, focusing on company-level performance [2] - Trade headlines and tariff threats have introduced short-term pressures, but markets typically overlook near-term volatility to focus on future prospects [2] Investment Strategy - Relative price strength is crucial; stocks that are already outperforming the broader market tend to continue leading, making them attractive for investors [3] - Companies such as Micron Technology (MU), Hilltop Holdings (HTH), Casey's General Stores (CASY), Agnico Eagle Mines (AEM), and Dollar General (DG) are recommended for consideration due to their strong performance [3] Stock Selection Criteria - Investors should evaluate stocks based on earnings growth and valuation multiples, while also considering their performance relative to industry peers or benchmarks [4] - Underperforming stocks should be avoided, while those showing strong relative price performance are more likely to yield significant returns [5] Performance Metrics - Stocks that have outperformed the S&P 500 over the past 1, 4, and 12 weeks, along with positive earnings estimate revisions for the current quarter, indicate potential for growth [6][9] - The screening parameters include relative price changes over different time frames and positive earnings estimate revisions, focusing on stocks with a Zacks Rank of 1 (Strong Buy) [8][10] Company Highlights - **Micron Technology (MU)**: Expected earnings growth of 297.5% for fiscal 2026, with shares gaining 243% in a year and a market cap over $400 billion [11][12] - **Hilltop Holdings (HTH)**: Projected EPS growth of 11.3% year-over-year for 2026, with shares up 24% in a year [12][13] - **Casey's General Stores (CASY)**: Anticipated EPS growth of 18.8% for fiscal 2026, with shares increasing by 64% in a year [14][15] - **Agnico Eagle Mines (AEM)**: Market cap nearly $100 billion, with shares more than doubling in a year and a projected earnings growth of 9.1% for 2026 [16][17] - **Dollar General (DG)**: Market cap nearly $33 billion, with shares gaining 117% in a year and a projected earnings growth of 5.4% for 2026 [17][18]

Core Argument - The case for gold and gold miners is compelling for two reasons [1] Group 1 - Gold is seen as a safe-haven asset during economic uncertainty [1] - Gold miners are expected to benefit from rising gold prices, enhancing their profitability [1]

What's the best mining stock or ETF play for investors right now? Seeking Alpha analysts Mike Zaccardi and Kenio Fontes gave us their picks. Mike Zaccardi: Agnico Eagle Mines Limited (AEM) is my favorite precious metal equity play ...

Agnico Eagle Mines Limited (NYSE:AEM) is one of the best metal stocks to buy right now. On January 8, 2026, Agnico Eagle Mines Limited (NYSE:AEM) announced that it will report fourth-quarter and full-year 2025 results on February 12, after market close. Agnico Eagle Mines Limited (AEM) Increases Stake in Osisko as it Targets High Geological Potential Projects On December 16, the company confirmed the acquisition of 26 million common shares of Osisko Metals for a total consideration of $12.48 million. The ...

After climbing nearly 70% in 2025 and starting this year on strong footing, it may seem unreasonable to expect gold and gold mining stocks to deliver another year of outsized performance. Yet the evidence continues to point in that direction. While periodic pullbacks are inevitable, the primary forces driving gold’s advance remain firmly in place.Importantly, this rally is not being fueled by speculative excess or short-term momentum chasing. Instead, it reflects a series of structural shifts in global mark ...

I was recently asked for my "top pick," so to speak, within the gold trade. My response? Agnico Eagle Mines ( AEM ). I had a "Buy" rating on the now $100 billion market cap Materials sector company back in October . SharesFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to f ...