Commodity stocks are bouncing back after yesterday's steep bout of profit taking. As of today, gold-mining giant Newmont Corporation (NYSE:NEM) is up 1.7% to trade at $101.48. Meanwhile, metals producer Hecla Mining Co (NYSE:HL) is charging 2% higher to trade at $19.55, at last check.After suffering from a late-October pullback that took the shares below $80, Newmont stock bounced back and set a record high of $106.34 on Dec. 26. This comes in nearly triple the share's 52-week low of $36.86, set one year ag ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, December 30th:Rio Tinto (RIO) : This international mining company, that has interests in mining for aluminum, borax, coal, copper, gold, iron ore, lead, silver, tin, uranium, zinc, titanium, dioxide feedstock, diamonds, talc and zircon, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% over the last 60 days.Rio Tinto's shares gained ...

Core Insights - Titan Mining, a Canadian small-cap mining company, has experienced a remarkable share price increase of over 1,000% in 2025, driven by rising demand for graphite in the EV and AI sectors, as well as U.S. supply chain considerations [3][6]. - Graphite is becoming increasingly important in the lithium-ion battery supply chain, essential for energy storage and release, and is expected to see heightened demand as electric vehicle adoption grows [4][6]. Company Overview - Titan Mining is valued at approximately $250 million and is primarily a zinc miner, but is expanding into graphite projects with plans for a commercial-scale facility capable of producing up to 40,000 tonnes (over 88 million pounds) of graphite annually by 2028 [3][6]. - Despite not yet generating revenue from graphite, the company's strategic pivot is attracting investor interest amid speculation about reduced reliance on China for graphite supplies [6]. Industry Context - The mining sector has benefited from strong performance in 2025, particularly in gold, silver, and lithium, with graphite emerging as a key commodity due to its critical role in various applications, including EV batteries and consumer electronics [2][4]. - Graphite's unique properties, such as its electrical and thermal conductivity, low price point (approximately $328 to $363 per tonne for natural graphite), and chemical stability, make it a preferred material in the production of lithium-ion batteries [5][6].

Group 1 - Meta is acquiring AI startup Mattis for $2 billion, marking its entry into the AI agent market [1][2] - The acquisition positions Meta to compete with Microsoft's co-pilot and Salesforce's Agent Force, indicating a growing urgency in the AI sector [2][8] - Meta has approximately $45 billion in cash, suggesting it has the financial capacity to pursue such acquisitions [3] Group 2 - The S&P 500 has historically averaged gains of 1.3% during the holiday season, with positive returns occurring about 78% of the time [4] - There is a notable trend of cash accumulation among S&P companies, with a total of about $7 trillion in cash available [7] - The market is experiencing a rotation and profit-taking, particularly in AI-related stocks, as concerns about an AI bubble persist [27][28] Group 3 - The acquisition of Mattis is seen as a strategic move for Meta to enhance its AI capabilities, which currently lack foundational applications [10][11] - Analysts suggest that the deal reflects a broader trend of companies opting for mergers and acquisitions to expedite technology development rather than building in-house [8][9] - The startup's advanced AI capabilities, which include sophisticated functions beyond simple chatbots, are expected to significantly enhance Meta's offerings [13][14] Group 4 - Mining companies are highlighted as strong investment opportunities due to rising metal prices and increased demand driven by geopolitical factors [21][23] - The U.S. has placed silver on its critical minerals list, indicating a strategic focus on securing resources amid global competition [22] - Analysts predict that the days of cheap silver are over, with significant price increases expected in the metals market [21][25]

Group 1 - The State Council of China has announced the implementation of the Value-Added Tax Law, effective from January 1, 2026, detailing taxpayer scope, tax rates, tax calculation methods, tax incentives, and management measures [1] - The National Development and Reform Commission and the Ministry of Finance have released a policy for a large-scale replacement and recycling program for consumer goods, effective in 2026, covering categories such as automobiles, home appliances, and digital products [2] - Starting January 1, 2026, individuals selling residential properties purchased for more than two years will be exempt from value-added tax, while those selling properties purchased for less than two years will be subject to a 3% tax rate [3] Group 2 - The Ministry of Industry and Information Technology has issued a plan for the digital transformation of the automotive industry, aiming for significant improvements in smart manufacturing capabilities by 2027, including a 10% increase in labor productivity and a 20% reduction in product development cycles [4] - The i-Moutai platform will adjust its product offerings in 2026, including the introduction of various Moutai products, while denying rumors of a daily supply of 100 tons [5][6] - The National Investment Fund has issued a warning regarding the risks of investing in high-premium fund shares, highlighting significant price fluctuations in the market [7] Group 3 - The South Korean President will visit China from January 4 to 7, 2026, marking his first state visit since taking office, with expectations for enhanced strategic cooperation between the two countries [8] - Tianpu Co. has seen its stock price increase by 718.39% from August 22 to December 30, 2025, leading to a suspension of trading for verification due to significant deviations from the company's fundamentals [9] - The Ministry of Education plans to introduce policies in 2026 to promote artificial intelligence in education, with a focus on developing high-quality talent for the future [11]

Market Overview - The three major U.S. stock indices experienced a decline on December 29, 2025, primarily driven by a drop in large technology shares such as Oracle, Nvidia, and Palantir Technologies, which dampened expectations for a "Santa Claus rally" [1][10] Investment Strategy - Investors are advised to favor low-leverage stocks over high-growth technology stocks due to the recent market sell-off, with companies like Engie SA, Hamilton Insurance Group, Hecla Mining, Resmed, and Siemens Energy being recommended as safer options [2][10] - Low-leverage stocks are characterized by lower financial risk, making them more stable during market volatility [6][9] Low-Leverage Stocks - Leverage refers to the use of borrowed capital for business operations, but excessive reliance on debt can lead to significant losses, especially during economic downturns [4][5] - The debt-to-equity ratio is a key metric for assessing a company's financial risk, with a lower ratio indicating better solvency [7] Company Highlights - **Engie SA (ENGIY)**: Engie operates in the power and energy services sector and recently announced the full commercial operation of its largest onshore wind project, which is expected to enhance its position in the wind energy market. The Zacks Consensus Estimate for 2025 earnings indicates a 28.5% improvement from the previous year [14] - **Hamilton Insurance Group (HG)**: The company reported a 16.5% increase in net premiums and significant improvement in operating earnings, with a Zacks Consensus Estimate suggesting a 20.8% revenue increase for 2025 [15][16] - **Hecla Mining (HL)**: As a leading silver producer, Hecla announced progress on its Polaris Exploration Project, with a Zacks Consensus Estimate indicating a 42.1% revenue increase and a 281.8% earnings improvement for 2025 [17][18] - **Resmed (RMD)**: Resmed received FDA clearance for an AI-enabled medical device aimed at improving CPAP therapy adherence, with a projected 8.4% sales growth for fiscal 2026 [19][20] - **Siemens Energy (SMNEY)**: The company focuses on renewable energy and plans to repurchase shares worth approximately $6.9 billion, with a Zacks Consensus Estimate indicating a 16.9% revenue increase and a 158.2% earnings improvement for fiscal 2026 [21][22]

European stocks were broadly higher Tuesday afternoon with investors indulging in some buying in resources, defense and banking sectors ahead of the upcoming New Year holidays. Trading volumes remained thin, but the major kept edging higher gradually after a steady start.The pan European Stoxx 600 climbed 0.56%. The U.K.'s FTSE 100 gained 0.5%, Germany's DAX advanced 0.57% and France's CAC 40 moved up 0.56%. Switzerland's SMI advanced 0.18%.In the German market, Rheinmetall moved up 2.5%. Infineon climbed ...

Maple Tree Capital, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was mixed for Maple Tree Capital. The market continued to rebound from the Liberation Day lows, while the firm’s performance was affected by the late-quarter decline of one of its largest holdings, Upstart. This resulted in the Jonagold portfolio concluding the quarter with a 13.12% loss. On the other hand, its Heartwood portfolio delivered an exceptiona ...

- Martin Bernetti/Agence France-Presse/Getty Images The latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0832 GMT – London’s miners rise in opening trade as precious metal prices stabilize after declines on Monday. Silver and gold miner Fresnillo rises 3.2%, while Hochschild Mining is up just under 2%. In New York, silver futures trade up 5.7% at $74.45 an ounce. The rise came after the metal recorded its largest one-day fall in ...

Market Overview - Sentiment in Asian markets remains mixed as they brace for year-end, with focus on FOMC minutes and geopolitical developments in China, the Middle East, and the Russia-Ukraine conflict [1] Stock Indices Performance - China's Shanghai Composite Index closed flat at 3,965.12, ending a nine-day winning streak, with a trading range of 3,947.42 to 3,979.99 [2] - The Shenzhen Component Index increased by 0.50 percent to close at 13,604.07, up from 13,537.10 [2] - Japan's Nikkei 225 fell by 183 points or 0.36 percent to 50,343.50, with a trading range of 50,208.50 to 50,549.00 [2] - Korea's Kospi Index decreased by 6 points or 0.15 percent to 4,214.17, trading between 4,186.95 and 4,226.36 [4] - Hong Kong's Hang Seng Index rose by 219 points or 0.86 percent to 25,854.60, with a range of 25,930.22 to 25,611.23 [4] - Australia's S&P/ASX200 closed at 8,717.10, down 9 points or 0.10 percent, with a trading range of 8,706.60 to 8,751.90 [5] - New Zealand's NZX 50 gained 22 points or 0.16 percent to close at 13,548.13, trading between 13,518.17 and 13,569.85 [6] - Wall Street closed negatively, with the Dow Jones Industrial Average down 0.51 percent to 48,746.93 and the Nasdaq Composite down 0.50 percent to 23,474.35 [7] Company Performance - Fujitsu and Nidec Corp both rallied more than 2.2 percent [3] - Dainippon Screen Mfg Co, Murata Mfg Co, and Nitori Holdings Co gained over 1 percent [3] - Sumitomo Metal Mining led losses with a decline of 4.8 percent, followed by Rakuten, Japan Steel Works, Mitsubishi Materials Corp, and TOTO, all losing more than 2 percent [3] - Netwealth Group rebounded by 2.1 percent, while Temple & Webster Group, Mirvac Group, Santos, and Centuria Capital Group all rallied more than 1.5 percent [5] - Silex Systems and Liontown both plunged more than 4.7 percent, with Newmont Corp losing 4.1 percent and Catalyst Metals and Evolution Mining losing more than 3 percent [5] - Synlait Milk topped gains with a surge of 3.2 percent, while Pacific Edge, NZX, Scales, and Sanford all rallied more than 2 percent [6] - KMD Brands, Summerset Group, Serko, and Genesis Energy all declined by more than 1 percent [6]