Technology13 Nov 2026
Nvidia's Jensen Huang steps down, and the AI trade asks what comes next
Nvidia is now run by its CFO on an interim basis. The bigger question is the web of financing Nvidia has built around its own customers.
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Mining and Minerals13 Nov 2026
United States Antimony sells more metal at lower prices and drops its revenue forecast
Volumes rose 68% but the average price fell by a third. The company has swapped dollar guidance for pounds, and that tells you something.
Mining and Minerals11 Nov 2026
Why US critical minerals money should survive a change in Congress
Advisers who help companies win federal funding say the money is already allocated. Expect more questions about who gets it, not less of it.
Stocks11 Nov 2026
Hotter US inflation puts a December rate hike on the table
October prices rose faster than expected, the TSX fell nearly 1%, and one Fed governor is now talking about a half-point move.
Stocks6 Nov 2026
Rheinmetall cuts its 2026 sales forecast for the second time
Germany's largest defence company has record orders and slower deliveries. Investors punished the gap.
The Weekly Beacon16 Oct 2026
A Singapore fund manager's case that the commodity cycle is only starting
Ki-Un Park of Straits Invest is sitting mostly in cash and waiting. His reasoning on gold, critical minerals and mining stocks is worth hearing, even if you disagree.
Mining and Minerals2 Oct 2026
A 1950s antimony mine, a new Pentagon program and a small Canadian explorer
Krait Critical Minerals has a contractual interest in the Bales antimony project in Washington State, which was mined during the last US stockpiling push. Here's what is known and what isn't.
Mining and Minerals18 Sept 2026
What United States Antimony's run tells us about antimony juniors
The only integrated antimony producer outside China and Russia has become the sector's benchmark. Here's what we look for in the companies trying to follow it.