Macau Gaming Revenue Resurgence - Macau's gambling sector is experiencing a post-pandemic recovery, with June gross gaming revenue showing a 19% year-over-year improvement [1] - June gambling revenue reached $26 billion [2] - Gaming revenue jump may be a result of promotional spending [3] - Macau has not yet returned to pre-pandemic levels, making future earnings reports crucial for insight [4] Stock Market Impact - Casino stocks with Macau exposure are rising, including Wind (up 8%), Las Vegas Sands (up 8%), Melco (up 11%), and MGM Resorts (up 6%) [2] - Melco has seen gains of 52% over the last 3 months [3] Diversification Efforts - Macau is attempting to diversify its economy beyond gambling, focusing on shows and events like NBA exhibition games [5][6] - The success of attracting non-gambling spending is yet to be determined [6] Economic Factors - The Chinese macro backdrop remains a key consideration for Macau casinos [4] - There can be a divergence between the Chinese economy and gambling activity in Macau, as it is fueled by serious gamblers [5]

The market resurgence has expanded to include stocks across a more diverse group of sectors https://t.co/HMjozVHEjv ...

The market resurgence has expanded to include stocks across a more diverse group of sectors https://t.co/vJ17q2oRtw ...

Deere & Company TodayDEDeere & Company$506.87 -7.23 (-1.41%) 52-Week Range$340.20▼$533.78Dividend Yield1.28%P/E Ratio24.52Price Target$515.19Add to WatchlistWhile the technology sector continues to dominate headlines with AI innovation and flashy growth stories, a different kind of leadership has been quietly taking shape. The industrial sector, often overlooked in recent years, has been staging an impressive outperformance in 2025, and few names represent this resurgence better than Deere & Co. NYSE: DE. ...

Médecin-chef de la Brigade de sapeurs-pompiers de Paris et officier du Service de santé des armées, Stéphane Travers nous plonge au cœur de l’urgence vitale. À travers le prisme de ses années de terrain, il raconte comment la survie d’un patient peut dépendre d’un citoyen volontaire, d’une application mobile et de quelques secondes bien utilisées. Dans un monde où les appels à l’aide explosent, il met en lumière la puissance d’un écosystème humain – pompiers, secouristes, citoyens formés – épaulé par des in ...

Core Insights - Ivanhoe Electric has completed a Preliminary Feasibility Study for the Santa Cruz Copper Project, indicating strong economic viability with an after-tax net present value of $1.9 billion and an internal rate of return of 24% at current copper prices [1][6][10] Group 1: Project Overview - The Santa Cruz Copper Project is located in Arizona, a state with a rich mining history, and is expected to become a major domestic producer of refined copper [1][3] - The project is designed as a high-quality underground mining operation utilizing a heap leach process, projected to produce 1.4 million tonnes of copper cathode over a 23-year mine life [1][6] - Initial capital expenditures are estimated at $1.24 billion, with first quartile unit cash costs of $1.32 per pound of copper [1][9][10] Group 2: Economic Metrics - The study indicates probable mineral reserves of 136 million tonnes at a grade of 1.08% copper, totaling 1.5 million tonnes of contained copper [6][26] - Average annual production is projected at 72,000 tonnes of copper cathode during the first 15 years of mining [9][16] - At a current COMEX copper price of $4.83 per pound, the project shows a robust after-tax net present value of $1.9 billion [11][12] Group 3: Financing and Development - Project financing efforts are already underway, with potential support from U.S. government agencies and commercial lending institutions [2][41] - A Letter of Interest from the Export-Import Bank of the United States outlines potential debt financing of up to $825 million [2] - Initial construction is targeted for the first half of 2026, with first copper cathode production expected in 2028 [1][44] Group 4: Technological and Operational Aspects - The project will utilize modern mining technologies, including tele-remote-operated electric fleets and advanced grade control technologies [30][31] - The heap leach process is designed to achieve high copper recoveries of 92.2% over the life of the mine [9][36] - The project is expected to create high-paying jobs in Arizona and contribute significantly to domestic copper production [5][30] Group 5: Environmental and Regulatory Considerations - The project is located on 100%-owned private land, which facilitates a streamlined permitting process [21][41] - Permits required for construction activities are in preparation or have been submitted, with several already obtained for exploration [42][44] - The project aims to produce pure copper cathode for immediate sale to American industry, minimizing environmental impact by avoiding traditional smelting processes [5][10]

Core Viewpoint - The resurgence of tobacco stocks, particularly Altria Group, has been notable in 2025, with shares up nearly 17% and approaching $60, a level not seen since 2017, as investors seek safe-haven stocks during uncertain times [1]. Company Overview - Altria Group, owner of the Marlboro brand, primarily operates in the U.S. market and has faced significant declines in cigarette usage, which is expected to continue, particularly among young adults [3][8]. - The company has invested in diversifying its product offerings, including cannabis, nicotine pouches, cigars, electronic vaping, and alcohol, but has experienced muted success and notable failures, such as the $12.8 billion investment in Juul, which was written down to zero [4][12]. Financial Performance - The majority of Altria's revenue, approximately 88%, still comes from smokables, with new initiatives in vaping and nicotine pouches contributing minimally to overall revenue [5]. - Cigarette volumes for Marlboro declined by 13.3% year-over-year, a significant acceleration compared to historical declines of under 5% annually, indicating a major shift in the industry [8][10]. Dividend and Profitability Risks - Altria's ability to maintain profits has relied on increasing cigarette prices and reducing overhead costs, but this strategy is not sustainable long-term as the majority of its $11.6 billion in annual operating earnings is derived from cigarettes [9][10]. - The company faces risks to its dividend growth, which could be halted or slashed if profits decline without being replaced by new nicotine consumption [9][10]. Debt and Financial Strategy - Altria has accumulated $26 billion in debt, primarily to fund stock repurchases, which has not yet led to a dividend cut but poses risks for the future as the cigarette business deteriorates [14]. - The company has reduced its shares outstanding by about 10% over the last five years, which can benefit dividend per share but is being achieved through increased leverage [13][14]. Investment Outlook - The combination of a highly leveraged balance sheet, significant volume declines, and lack of successful diversification presents a challenging outlook for Altria Group, suggesting that investors should be cautious about purchasing the stock even with its attractive dividend yield [15][16].

Bonjour à tous. Dans un monde en pleine croissance, dans un monde où il nous semble parfois que tout s'accélère, où il est urgent de prendre du temps, de prendre du recul, de ralentir, permettez-moi quelques minutes et à titre exceptionnel de vous parler de ces moments où justement chaque minute compte, chaque seconde même. Moment rares, heureusement, mais cruciaux parfois.Permettez-moi de partager un souvenir personnel mais que certains d'entre vous ont peut-être connu aussi et que tous pouvait connaître s ...

Key Takeaways UUUU's Pinyon Plain mine delivered a record 258,745 pounds of uranium in May, up 71% from April. Energy Fuels is fast-tracking permitting at Roca Honda and restarting efforts at the EZ Complex. The Bullfrog Project confirmed 10.5M lbs indicated and 3.4M lbs inferred uranium resources.Energy Fuels (UUUU) is aggressively ramping up production and accelerating the development of long-term pipeline projects to establish itself as a key player in the resurgence of the U.S. nuclear energy sector. ...

CHICAGO, June 02, 2025 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) applauds President Trump’s unwavering defense of the nation’s domestic production of critical metals by increasing aluminum tariffs to 50 percent. President Trump’s action, announced in Pittsburgh on Friday, increases the Section 232 tariffs on foreign primary aluminum imports from 25 percent to 50 percent. This bold step safeguards the supply of metals critical for national security, while encouraging investments in U.S. job ...