Core Insights - Renforth Resources Inc. has made significant progress in its Parbec Gold Deposit and Victoria polymetallic deposit, confirming the presence of platinum and palladium in the Victoria deposit [2][5]. Group 1: Parbec Gold Deposit - The company has resumed its chipping and stripping program at the Parbec Gold Deposit, which had been paused in November 2025, focusing on a permitted area within the open pit footprint [2][9]. - Formal exchanges with regulatory bodies have been initiated to confirm the permitting pathway for the bulk sample project, with positive feedback received regarding its regulatory feasibility [3][4]. Group 2: Victoria Polymetallic Deposit - Recent testwork results have confirmed the presence of platinum and palladium in the mineralized ultramafic package at the Victoria deposit, indicating these metals will be included in future resource statements [5][6]. - An initial NI 43-101 inferred resource for the Victoria deposit has been declared, amounting to 125 million tonnes grading 0.15% NiEq, utilizing trailing average metal prices [15]. Group 3: Financing and Corporate Matters - The company has completed a previously announced financing, raising an additional $30,000 in common share units and $15,000 in flow-through shares for 2026 [7]. - A total of 8,850,000 options have been issued to certain officers, directors, and consultants, exercisable at $0.05 for a period of five years [8]. Group 4: Resource Details - The Parbec Gold Deposit currently hosts 265,800 ounces of gold in the Measured and Indicated categories, with a total tonnage of 9.61 million tonnes grading 0.86 g/t Au [12][13]. - The inferred category includes 97,000 ounces of gold within 2.55 million tonnes grading 1.18 g/t Au, with a cut-off grade based on a value of US$ 2,100 per ounce of gold as of April 2025 [12]. Group 5: Strategic Positioning - Renforth Resources is strategically positioned with road access, hydro-electric power, and proximity to established mining infrastructure, which enhances its potential to create shareholder value [16].

AI Stocks Turn Choppy. Hyperscaler Capex Explodes, Buybacks Fade. Software Hammered. | Investor's Business DailyBREAKING: [Hims & Hers Halts Wegovy Knockoff]---Volatility has increased for artificial intelligence stocks in early 2026 as investors scrutinize capital spending hikes by hyperscalers Amazon.com (AMZN), Google-parent Alphabet (GOOGL) and Meta Platforms (META). While software stocks have been hammered, even Palantir Technologies (PLTR), optical networking plays Lumentum (LITE) and Ciena (CIEN) rem ...

今年最具话题性的交锋，发生在 Anthropic 和 OpenAI 之间。作为挑战者，Anthropic 选择了一种极具攻击性的策略。在他们推出的健身教练篇中，年轻人 向 AI 寻求健身建议，结果正说到关键处，AI 系统为了商业利益强行插入了一条增高鞋垫的口播广告。 这则广告辛辣地讽刺了竞品在聊天中植入广告的行为，结尾那句"Ads are coming to AI. But not to Claude."（广告正在入侵 AI，但在 Claude 这里没有）， 精准击中了用户对广告的恐惧。 今年的超级碗结束后，很多人有一个共同感受：AI 广告多得有点不正常。 从聊天机器人、智能助理，到可穿戴设备、生成式内容工具，AI 几乎占据了广告时段的半壁江山，甚至被调侃为"AI Bowl"。 超级碗从来不只是体育赛事，它更像一块放大镜，每一年，最有钱、最焦虑、也最渴望被理解的行业，都会集中出现在这里。 当 AI 在超级碗集体刷屏，本质上说明两件事：一是 AI 行业已经从技术竞赛阶段，进入大众心智争夺阶段；二是这些公司开始意识到，技术本身不再足 够，必须讲清楚你和普通人的关系。 从这个角度看，2026 年的超级碗，是 AI ...

智东西2月9日消息，据等多家外媒报道，当前美国科技巨头们正深陷AI基建投资"狂潮"，一年的总资本投入规模甚至超过欧洲单一发达国家全年GDP。 2026年，Meta、亚马逊、微软、谷歌四家美国科技巨头计划在AI基础设施建设方面支出的资本或超过6000亿美元（约合人民币41567亿元），相比去年暴 涨了70%以上，预测数据在6300亿美元到6700亿美元之间浮动。 ▲2026年美国四大科技巨头资本支出情况，2025年、2026年资本支出增幅极为明显 什么概念？这一数额大约相当于瑞典（6620亿美元）、以色列（6100亿美元）这些国家一年的GDP。 按照华尔街日报6700亿美元的预测数据，这一总支出占美国GDP的比例约为2.1%，仅次于美国1803年购买路易斯安那州（占GPD 3%）。相比之下，阿波 罗登月计划占GDP的比例只有0.2%，登月在AI基建投资面前已经沦为"计量单位"。 ▲项目支出占GDP的比重，图源：华尔街日报 不过相比这四大美国科技巨头在AI基建方面的加码投入，苹果公司则显得十分"特别"，其为最近一个季度美国科技大厂中唯一一家资本支出同比减少的公 司。 在AI基建狂潮中，各大厂商策略不尽相同，在多家 ...

墙的一侧是每秒万亿次的浮点运算渴求；另一侧，则是平均电网年龄超 40 年、变压器短缺率高达 30%、扩建周期长达 5-10 年的基建泥潭。 也因此，海豚君对于北美缺电重点理解： 1）缺电背后是是一个中短期的供需差，还是一个长期的结构性问题？ 2） 缺电 如何解决，解决的背后对应的怎样的细分赛道的投资机会？ 本篇重点探讨第一个问题，重点理解一个高度成熟的国家，如何混到无电可用的。 | 发布日期 | 政策文件 | 发布主体和类型 | 主要内容 | | --- | --- | --- | --- | | 2025年1月29日 | 《Unleashing American 总统办公室文件 | | 发布包括鼓励美国能源勘探和生产在内的 8 项政 | | | Energy » (Executive | | 策:立即审查所有可能加重国内能源资源开发负担 | | | Order 14154) | | 的机构行动;撤销和修订部分总统行动与监管行 | | | | | 动:通过高效审批释放能源主导地位:优先保障环 | | | | | 境分析的准确性;终止"绿色新政";保护美国国 | | | | | 家安全:恢复美国矿产主导地位等 ...

Peter Thiel's hedge fund is making a contrarian AI bet that avoids the sector's most obvious winners. ...

Investment Rating - The report maintains a "Buy" rating for several key companies in the communication and AI computing chain, including沃尔核材, 奥飞数据, 锐捷网络, 中国移动, 新易盛, 中际旭创, 万国数据, 天孚通信, and 亨通光电 [8][39]. Core Insights - The North American cloud service providers (CSPs) have shown a significant increase in capital expenditures, with a year-on-year growth of 66.64% in Q4 2025, totaling $117.6 billion. This trend is expected to continue into 2026, with a projected capital expenditure of $570.77 billion, reflecting a 53.2% increase [2][12][13]. - Major CSPs such as Microsoft, Amazon, Meta, and Google are optimistic about their capital spending for 2026, with Microsoft estimating $115.2 billion, Amazon $161.3 billion, Meta $123.7 billion, and Google $170.5 billion [2][12][13]. - The report emphasizes the potential for growth in the global AI computing chain, including components like optical modules, liquid cooling, copper connections, and switches, driven by the increasing demand for computing power [1][11]. Summary by Sections Market Overview - The communication index fell by 6.95% last week, while the Shanghai Composite Index and Shenzhen Component Index decreased by 1.27% and 2.11%, respectively [1][11]. Key Companies and Dynamics - The report identifies a primary investment theme in the communication industry for 2026, focusing on the AI computing chain, with recommended companies including 中际旭创, 新易盛, 天孚通信, and others [3]. - The report highlights the strong performance of the four major North American cloud providers, collectively known as MAMG, which includes Microsoft, Amazon, Meta, and Google, with a total capital expenditure of $372.55 billion in 2025 [2][12]. Company Recommendations - Specific companies are recommended for investment based on their growth potential and market position, including: - 沃尔核材 (Target Price: 43.21) [39] - 奥飞数据 (Target Price: 31.17) [39] - 锐捷网络 (Target Price: 102.51) [39] - 中国移动 (Target Price: 126.20) [39] - 新易盛 (Target Price: 476.71) [39] - 中际旭创 (Target Price: 626.68) [39] - 万国数据 (Target Price: 45.83) [39] - 天孚通信 (Target Price: 211.92) [39] - 亨通光电 (Target Price: 25.73) [39]

资讯日报：日本自民党在众议院选举中取得胜利 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 9 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 周常失 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26.560 | (1.21) | (3.02) | 3.63 | | 恒生科技 | 5.346 | (1.11) | (6.51) | (3.08) | | 恒生国企 | 9.031 | (0.68) | (3.07) | 1.32 | | 上证指数 | 4.066 | (0.25) | (1.27) | 2.44 | | 日经225 | 53.818 | 0.81 | 1.75 | 7.78 | | 新加坡海峡 | 4.976 | (0.83) | 0.60 | 0.00 | | 标普500 | 6.798 | 1.97 | (0.10) | 1.27 | | 纳斯达克 | 22,541 | 2.18 | (1.84) | (0.91) ...

European Union competition regulators have taken formal action against Meta Platforms over changes to how artificial intelligence operates on WhatsApp, raising concerns about restricted access for riv... ...

Big Tech stocks were treading water in premarket trading on Monday, after a bruising week that saw more than $1 trillion wiped from their market caps.As of 6:12 a.m. ET, Oracle was up 1.5% and Microsoft had edged 0.8% higher. Meta was down 0.3% and Amazon was down 0.1%. Alphabet fell 0.6% and Nvidia was down around 1% after rebounding 7.9% on Friday.The market grew jittery last week after expenditure outlooks continued to shoot through the roof in Big Tech earnings last week, as companies doubled down on AI ...