Core Insights - Metal and mining stocks are experiencing significant growth, with the State Street SPDR S&P Metals & Mining ETF (XME) up 11% year-to-date as of February 27, 2026, and a remarkable 112.3% increase over the past year, outperforming the S&P 500 ETF Trust (SPY) [1] Group 1: Market Dynamics - The metal and mining sector is transitioning from a traditional cyclical investment to a strategic asset linked to national security and geopolitical factors [2] - The AI boom is driving demand for mining stocks as investors shift focus from asset-light sectors to energy and materials [3] - The rapid development of AI infrastructure is increasing the demand for metals like copper, aluminum, steel, and gold, with data centers projected to account for nearly 9% of U.S. electricity demand by 2035 [5] Group 2: Demand Trends - There is a growing preference among investors for companies producing critical raw materials, driven by the shift to renewable energy sources [6] - Global lithium demand is expected to rise by 16% year-over-year in 2026, primarily due to electric vehicles and energy storage systems [6] Group 3: Supply Constraints - The expansion of green energy is likely to create a supply deficit for lithium and other critical minerals, such as cobalt and nickel [7] - Global copper demand is projected to increase by 2.6% year-over-year, with supply disruptions and reduced inventories contributing to a tight market in 2026 [8] - Geopolitical tensions and concentrated production are major factors driving supply shortages in the metals market [8][10] Group 4: Strategic Importance - Governments are prioritizing domestic access to essential metals for defense and energy transition, leading to scarcity premiums and lower capital costs for miners [9] - The ongoing trade tensions and export controls between the U.S. and China highlight the growing importance of mining assets in national economic security [10] Group 5: Investment Opportunities - Investors are encouraged to consider mining-based exchange-traded funds (ETFs) such as VanEck Rare Earth and Strategic Metals ETF (REMX) and iShares MSCI Global Metals & Mining Producers ETF (PICK) [12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive has a strong focus on technology adoption, utilizing tools to enhance workflows while maintaining human oversight in content creation [4][5] - The company employs automation and software tools, including generative AI, but ensures all content is edited and authored by humans [5]

Trump Brothers' American Bitcoin Boosts Mining Capacity Following Q4 Losshttps://t.co/Afp3WftTae ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive has a strong focus on technology adoption, utilizing tools to enhance workflows while maintaining human oversight in content creation [4][5] - The company employs automation and software tools, including generative AI, but ensures all content is edited and authored by humans [5]

Market Overview - Wall Street experienced a strong bull run over the past three years, but 2026 has shown mixed results for U.S. stock markets, with increased volatility observed in February due to several factors [1][4][5][6]. Investment Strategy - Investment in low-beta stocks (beta >0<1) with high dividend yields (>2%) and a favorable Zacks Rank is recommended. These stocks can capture upside potential if markets recover and minimize losses if the downtrend continues [2]. Stock Picks - Five recommended stocks include The Hershey Co. (HSY), BHP Group Ltd. (BHP), Rio Tinto Group (RIO), Atmos Energy Corp. (ATO), and Entergy Corp. (ETR). Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [3]. The Hershey Co. (HSY) - HSY is focused on innovation, supply-chain agility, and commercial execution, particularly in the snacking category. The company has a beta of 0.14 and a current dividend yield of 2.46% [9][12]. - Expected revenue and earnings growth rates for HSY are 4.8% and 29.3%, respectively, with a 16.7% improvement in the earnings estimate over the last 30 days [12]. BHP Group Ltd. (BHP) - BHP reported a 1% dip in iron ore output but a 4% increase in copper production in Q1 of fiscal 2026. The company projects iron ore production of 258-269 million tons for fiscal 2026 [13][14]. - BHP's expected revenue and earnings growth rates are -1.5% and 32.7%, respectively, with a 0.8% improvement in the earnings estimate over the last seven days. The company has a beta of 0.64 and a current dividend yield of 2.91% [15]. Rio Tinto Group (RIO) - RIO is involved in various mining operations globally and has an expected revenue growth rate of 10.7% and an earnings growth rate of 21.8% for the current year. The earnings estimate has improved by 1.4% over the last seven days [16][17]. - RIO has a beta of 0.53 and a current dividend yield of 2.97% [17]. Atmos Energy Corp. (ATO) - ATO benefits from rising natural gas demand and strategic acquisitions, with an expected revenue growth rate of 18.8% and an earnings growth rate of 9% for the current year. The earnings estimate has improved by 0.6% over the last 30 days [18][20]. - ATO has a beta of 0.74 and a current dividend yield of 2.14% [20]. Entergy Corp. (ETR) - ETR plans to invest $41 billion from 2026 to 2029 to upgrade infrastructure and support renewable energy expansion. The company has an expected revenue growth rate of 6.5% and an earnings growth rate of 12.5% for the current year [21][22]. - ETR has a beta of 0.64 and a current dividend yield of 2.39% [22].

Core Viewpoint - Blue Moon Metals Inc. has announced a follow-on investment of C$1.2 million from its mining contractor Leonhard Nilsen & Sønner AS, aimed at supporting underground development at the Nussir copper-gold-silver project in Norway [1]. Group 1: Investment Details - Leonhard Nilsen & Sønner AS subscribed to 168,514 common shares at a price of $7.208 per share [1]. - This investment follows previous subscriptions of C$4.2 million in December 2024 and C$1.13 million in May 2025, which were linked to the mobilization of LNS at the Nussir project [1]. - The financing is pending approval from the TSX Venture Exchange and is expected to close around March 17, 2026 [1]. Group 2: Project Overview - Blue Moon is advancing five brownfield polymetallic projects, including the Nussir project in Norway and others in the United States [1]. - The projects are strategically located with existing infrastructure, which includes roads and power [1]. - Metals such as zinc, copper, and tungsten are recognized as critical to the global economy and national security [1]. Group 3: Shareholder Information - Major shareholders include funds managed by Oaktree Capital Management, Hartree Partners LP, Wheaton Precious Metals, Altius Minerals Corporation, Baker Steel Resources Trust, LNS, and Monial [1].

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not be widely recognized in the market, leveraging a background in auditing and finance [1]

⚡️JUST IN: AMERICAN BITCOIN EXPANDS $BTC MINING CAPACITYEric Trump-backed (@EricTrump) American Bitcoin (@ABTC) has expanded its $BTC mining capacity by an anticipated ~ 12%The platform is set to deploy 11,298 new ASIC miners representing 3.05 EH/s at an efficiency of 13.5 J/TH.Upon full deployment this month, the company's total fleet is set to reach 89,242 miners with 28.1 EH/s of owned capacity. .The expansion follows Q4 2025, when $ABTC mined $BTC at a 53% discountto the spot price. ...

Core Insights - Women represent approximately 20% of jobs in the global energy sector, which is half the representation of women in the broader global economy [1] Group 1: Industry Overview - The podcast episode focuses on the role of women in the energy sector, including power, oil and gas, and mining, highlighting current status, progress made, and future steps needed [1] - The episode is co-hosted by Jackie Park and Eve Thomas, featuring insights from various industry experts [2] Group 2: Podcast Details - New episodes of the Energy Technology: Industry Insights podcast are released every Tuesday at 7 AM EST [3] - The podcast is available on multiple platforms including Spotify, Apple Podcasts, Amazon, and YouTube, encouraging subscriptions for updates [3]

Orecap acquired 19.9% of KLDC as consideration for 100% of Mirado Gold Project in Kirkland Lake.Increased exposure through two material investments focused in Kirkland Lake: Stardust Metal (13.9% ownership) and KLDC (19.9% ownership).KLDC is the largest landholder in the Kirkland Lake Region with >40,000 hectares.Transaction adds to Orecap's growing equity portfolio of high-quality exploration companies. Toronto, Ontario--(Newsfile Corp. - March 3, 2026) - Orecap Invest Corp‎. (TSXV: OCI) (OTCQB: ORFDF) (" ...