Uranium Market Enters 2026 With Momentum

Nuclear expansion goals in the US are gaining traction just as supply tightens worldwide, adding weight to uranium’s renewed rally.
Project Vault: What 60 Days of U.S. Battery Minerals Could Cost in 2026

A 60-day mineral buffer sounds simple. The price tag, and the geopolitical implications, are not.
Generative AI’s First Real-World Health Test

A new university-led study puts generative AI head-to-head with traditional research teams in a high-stakes medical data challenge, with surprising results.
Ever heard of the ‘SaaSpocalypse’? Software plunge explained

Software stocks are facing their steepest reckoning in years as AI upends long-held assumptions about growth, pricing power, and competitive moats.
Ares Strategic Mining Wins $169M Pentagon Contract

Ares Strategic Mining has secured a landmark $169M multi-year Pentagon contract (up to $250M), a momentous move by the U.S. to secure and stockpile a domestic fluorspar supply. If the buzz around Ares sounds familiar, it should – We’ve been flagging this company as a worthy endeavor for some time.
Can Utah’s ‘Mission Critical’ solve the U.S. critical mineral dilemma?

Why lawmakers believe Utah can become the critical mineral capital of America.
Oil Stocks Rally on Potential U.S. Return to Venezuela

U.S. energy companies could see renewed opportunities in Venezuelan oil, lifting key stocks and sending ripples across the sector. Here’s what investors should pay attention to.
Critical Minerals Market Prediction for 2026

As the race to secure energy transition inputs accelerates, BMI expects 2026 to be defined less by explosive price moves and more by strategic positioning. Here’s what investors can expect across mining sectors in 2026.
AI Investment Set to Keep Rising, OECD Says

Rising investment in artificial intelligence continues to underpin global growth, according to the OECD. While economic momentum is expected to cool in 2026, policymakers are seeing the upside.
Energy Stocks Are Making a Comeback

After years of lagging performance and cautious sentiment, energy producers are back on investors’ radar. Energy, now the cheapest sector in the S&P 500, may be setting up for a surprisingly strong 2026.