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Source: Kitco News Agency
1 month ago
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'It's our time': Sunshine Silver CEO says silver miners are poised to shine as AI fuels demand

'It's our time': Sunshine Silver CEO says silver miners are poised to shine as AI fuels demand

(Kitco Commentary) - Artificial intelligence may be dominating investor conversations, but one mining executive said that investors are increasingly recognizing a simple reality: AI cannot exist without the metals that power it.

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SIL SIL
Source: Kitco
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Source: Seeking Alpha News Agency
1 month ago
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The 'Problem' With AMD's Guidance

The 'Problem' With AMD's Guidance

Advanced Micro Devices, Inc. delivered robust Q2 results, with Data Center revenues accelerating 107% to $6.7B and gross margins expanding to 56%. Management projects server CPU revenue to grow over 80% y/y in H2 2026 and over 70% for 2027, with Data Center segment revenue expected to more than double in 2027. Despite market disappointment over conservative guidance, I see this as a buying opportunity given AMD's strong growth trajectory and margin expansion.

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AMD AMD
Source: Seeking Alpha
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Source: Forbes News Agency
1 month ago
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Here's What Analysts Are Saying About SpaceX: Earnings Report Sends Stock Down 9%

Here's What Analysts Are Saying About SpaceX: Earnings Report Sends Stock Down 9%

Some brokerages appeared optimistic about SpaceX's quarterly earnings: JPMorgan analysts, who lifted their price target for shares to $240 from $225, wrote SpaceX is benefiting from “extreme vertical integration” while noting its “pace of change in AI is incredibly fast,” and that a step-up in AI infrastructure and higher monetization could push SpaceX's AI revenue to $100 billion in 2027. Wells Fargo analysts cut their price target for SpaceX shares to $215 from $230 amid broader caution about its AI spending, noting that SpaceX was “off to an ambitious start” and that revenue projections for 2027 and 2028 were higher than expected, but so were capital expenditure estimates.

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SPCX SPCX
Source: Forbes
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Source: PYMNTS News Agency
1 month ago
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Circle Wants AI Payments to Create an Entirely New Stablecoin Market

Circle Wants AI Payments to Create an Entirely New Stablecoin Market

Circle's latest earnings suggest USDC is beginning to separate from the crypto cycle just as autonomous software agents create a potentially new market for digital payments. But the company's second quarter 2026 earnings call Wednesday (Aug.

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CRCL CRCL
Source: PYMNTS
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Source: Proactive Investors News Agency
1 month ago
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First Phosphate secures federal backing for infrastructure development at Quebec phosphate project

First Phosphate secures federal backing for infrastructure development at Quebec phosphate project

First Phosphate Corp. (CSE:PHOS, OTCQX:FRSPF, FRA:KD0, OTC:FPHOY) announced that it has finalized agreements for $4.84 million in non-repayable funding from the Government of Canada through Natural Resources Canada's First and Last Mile Fund to support infrastructure development for its Bégin-Lamarche phosphate deposit in Quebec. The funding includes approximately $3.07 million for a study focused on clean energy infrastructure, including the site selection, connection corridors, feasibility work and design of a 161-kilovolt transmission line and substations in the Saguenay-Lac-Saint-Jean region.

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PHOS PHOS
Source: Proactive Investors
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