Newmont Goldcorp Corp (NEM)

Sep 26, 2026

Gold Fields Ltd. reportedly approached Northern Star Resources Ltd. for a potential transaction but was turned down. Both gold miners have seen their stock values decline this year, with Gold Fields down 9% and Northern Star off 17%. The attempted deal highlights the ongoing merger and acquisition activity in the gold sector, driven by a prolonged upswing in bullion prices.

Sep 25, 2026

This Zacks Market Edge podcast episode discusses when investors should buy a stock, focusing on scenarios for McDonald's (MCD), Sandisk (SNDK), and NVIDIA (NVDA). It explores buying opportunities for stocks with downward momentum, momentum stocks, and established leaders, providing insights into their valuations and growth prospects. The article also mentions cyclical and value stock strategies and highlights the Zacks Rank as a guide for investors.

Sep 25, 2026

This small cap wrap highlights several companies, including Nextech3D.ai which surpassed $1 million in new customer contract value for the year, and Nine Mile Metals which reported high-grade copper-equivalent intercepts at its Wedge Mine. Lisata Therapeutics' subsidiary Marea Therapeutics announced data presentation for its lead candidate MAR001 at a major medical conference, while Silver Range Resources identified new drill targets at its Drum gold project. The article also covers Rainbow Rare Earths' partnership with Neo Performance Materials, Scancell Holdings securing significant debt financing, Solis Minerals commencing drilling at a lithium project, and AuMEGA Metals completing its first diamond drilling program.

Sep 24, 2026

Newmont Corp. (NEM) shares fell by 1.82% on Thursday, closing at $121.30, underperforming both the S&P 500 Index and the Dow Jones Industrial Average. This marks the second consecutive day of losses for the company's stock.

Sep 24, 2026

International Tower Hill Mines Ltd. (TSX:ITH) saw its stock decline by 5.26% on September 23, 2026, closing at CAD 3.96. This drop is attributed to investor scrutiny over the Livengood Gold Project's significant initial capital expenditures (estimated at US$1.93 billion), long development timelines, and the broader market's cautious approach to pre-commercial gold developers amidst macroeconomic headwinds. Despite the project's world-class gold endowment and strategic location, investors are demanding clear progress on technical optimization, permitting, and financing before re-rating the stock higher.

Sep 23, 2026

Gold, typically inversely correlated with interest rates, briefly dipped after the Fed's latest rate hike but quickly recovered, suggesting that factors like central bank buying and counterparty risk now override traditional rate sensitivity. Central banks, particularly China, are actively accumulating and repatriating gold to hedge against geopolitical risks and rising U.S. debt, rather than merely diversifying from the dollar. For investors seeking exposure to this trend, Newmont Corp. (NEM) offers a direct play on gold mining, Wheaton Precious Metals (WPM) provides a lower-risk royalty model, and iShares Silver Trust (SLV) taps into silver's independent supply deficit story.

Sep 23, 2026

Newmont Corp. (NEM) shares fell by 2.92% on Wednesday, closing at $123.55, which was 8.68% below its 52-week high. This underperformance occurred during a generally poor trading session where both the S&P 500 Index and the Dow Jones Industrial Average also saw declines.

Sep 23, 2026

Newmont Corp (NEM) shares surged 3.4% on September 22, 2026, but are considered significantly overvalued with a GF Value of $80.23 against a current price of $127.26. While the company boasts a strong GF Score of 80/100, indicating good financial health and growth, its valuation rank is low. Insider selling totaling $12.6M with no buying also suggests a potential lack of insider confidence despite mixed guru activity.

Sep 22, 2026

Wheaton Precious Metals (NYSE:WPM) is entering Monday's trading session with attention focused on its streaming exposure as precious metal sentiment shifts. The broader market is characterized by selective trading, making business quality and operational consistency critical for gold stocks. The article suggests that WPM serves as a good indicator for how sector fundamentals interact with the wider American market backdrop, emphasizing the importance of company execution amidst a nuanced economic environment.

Sep 22, 2026

This article analyzes BHP Group (BHP) within the Metal and Mining Stocks sector, focusing on how recent market shifts, particularly mixed signals from China demand and commodity supply, impact the company's global iron ore, copper, and diversified mining operations. It emphasizes the need for investors to consider company-specific evidence over broad sector trends, especially regarding BHP's operational responses to geopolitical developments affecting security of supply and strategic minerals. The piece also discusses the role of the NYSE Composite in providing broad context, while highlighting that specific company actions and disclosures will ultimately validate investor interest.

Sep 22, 2026

TRX Gold reported record fiscal 2026 gold production of 29,650 ounces, a 57% increase, and is self-funding a $50 million mill expansion to 5,500 tpd entirely from operating cash flow without equity dilution. The company's realized gold prices rose to $4,386 per ounce, boosting run-rate EBITDA to $80 million, and its inclusion in the MVIS Global Junior Gold Miners Index could lead to GDXJ ETF inclusion. An updated Preliminary Economic Assessment is anticipated by early 2027, alongside a significant increase in active drill rigs.

Sep 22, 2026

i-80 Gold Corp. announced positive results from a feasibility study for its Granite Creek underground gold project in Nevada, detailing initial proven and probable mineral reserves of 2.20 million tonnes grading 7.87 g/t Au, containing 556,500 ounces of gold. The study projects an after-tax NPV(5%) of $118 million at a base case gold price of $2,750/oz, increasing to $598 million at $4,500/oz Au, with an estimated mine life of 8.5 years. The company plans to process refractory and oxide ores at its wholly-owned Lone Tree autoclave and carbon-in-leach plant, expected to be operational by late 2027, to transform into a mid-tier producer.

Sep 21, 2026

Rio Tinto PLC (RIO.L) is analyzed for its investment potential, highlighting a 5.94% potential upside based on analyst target prices and an attractive 4.83% dividend yield. Despite a high forward P/E ratio, the company demonstrates strong revenue growth, robust cash flow, and efficient management with a 19.31% Return on Equity. Investors are advised to consider both the company's strengths in the industrial metals and mining sector and macroeconomic factors.

Sep 19, 2026

This article discusses the factors influencing Barrick Mining (TSX:ABX) in the Canadian market, focusing on how precious-metals businesses are affected by changing bond yields, currency fluctuations, and geopolitical demand for defensive assets. Barrick's operations are centered on gold and copper mining, and its performance is tied to specific operating considerations rather than just the broader TSX trends. The article emphasizes that company-specific disclosures and activities are crucial for understanding its progression within the current market environment.

Sep 19, 2026

Osisko Gold Royalties (NYSE:OR) is currently in focus due to renewed market interest in bullion, which has highlighted long-duration royalty exposure. The company specializes in gold-focused royalty and streaming assets, a business model that is less affected by individual mining project risks and more by the commercial activity related to these assets. While the NYSE Composite provides a general market backdrop, the article emphasizes that Osisko's unique position and operational evidence are key to understanding its current relevance.

Sep 19, 2026

Wheaton Precious Metals (WPM) operates with a highly profitable streaming business model, achieving 61% net margins and 88% YoY revenue growth. Despite its strong fundamentals, the stock is currently trading near all-time highs and above its DCF fair value, suggesting it may be overvalued. The author recommends caution for new or expanded positions due to macro risks, rising interest rates, and technical indicators.

Sep 19, 2026

New Pacific Metals Corp. (TSX:NUAG) saw its stock climb 6.46%, driven by renewed investor interest in its Bolivian silver development portfolio, primarily the Silver Sand and Carangas projects. The company's valuation is highly sensitive to silver prices and project economics, with the recent gain potentially reflecting improved silver-sector sentiment or momentum buying. Future gains will depend on continued technical progress, favorable studies, and successful navigation of financing and jurisdictional considerations in Bolivia.

Sep 18, 2026

This article analyzes Newmont GoldCorp's (NYSE:NEM) position within the shifting gold market, emphasizing that company execution and adaptable strategies are more crucial than short-term market sentiment. It discusses how broader economic trends, such as monetary policy expectations and energy costs, influence the gold sector, but stresses that Newmont's long-term success depends on operational discipline, strategic focus, clear communication, and the ability to adapt to evolving customer demands. The piece highlights that durable demand, execution rigor, and strategic fit are key indicators for assessing the company's future performance.

Sep 18, 2026

UBS has raised its price target for Newmont Corporation to $155 from $120, maintaining a Buy rating. This adjustment reflects the bank's confidence in Newmont's capital returns outlook, especially after resolving a key overhang related to the Fourmile project payment to Barrick. UBS anticipates Newmont could return over $7 billion to shareholders in 2026 and projects significant production per share growth by 2030 through sustained buybacks.

Sep 16, 2026

Agnico Eagle Mines (TSX:AEM) is attracting investor attention due to gold's role as a defensive market theme and its positioning within the gold stocks sector. The company operates in large-scale gold mining, emphasizing consistent execution and capital allocation. Investors are looking for sustained operating momentum, balance-sheet discipline, and effective responses to market changes, rather than short-term headline movements.

Sep 16, 2026

New Found Gold Corp. has declared commercial production at its 100% owned Hammerdown Gold Mine in Central Newfoundland, Canada, achieving this milestone on August 19, 2026. The company met criteria including throughput of 748 tpd, 87.7% gold recovery, and an average feed grade of 2.92 g/t Au over 60 consecutive days. Hammerdown produced 9,140 ounces of gold in the first eight months of 2026, and the company anticipates an annual production run rate of 20,000 to 25,000 oz Au at an AISC of approximately US$2,500/oz Au.

Sep 16, 2026

Shares of Newmont Corp. (NEM) fell 1.96% to $121.76, despite outperforming the broader market which saw the S&P 500 Index (SPX) decline 0.45% and the Dow Jones Industrial Average (DJIA) drop 1.21%. The company's stock closed 10% below its 52-week high of $135.29, achieved on August 25th.

Sep 15, 2026

Brazil Potash has secured a 28-year energy supply contract for its US$2.5 billion Autazes Potash Project in Brazil's Amazonas state with Gera Center Amazônia Serviços e Locações de Máquinas e Equipamentos Ltda. This agreement involves installing a modular diesel power plant to support construction and serve as a backup for operations, eliminating approximately US$33 million in initial energy costs and yielding an estimated US$10 million in net savings. The Build, Own, and Operate model helps reduce the company's capital requirements for the project.

Sep 13, 2026

The 2026 Excellence in Mine Reclamation Awards were presented to SSR Mining for its project at Marigold Mine and to Nevada Gold Mines for work at the closed Rain Mine. These awards recognize outstanding efforts in mine reclamation, demonstrating innovative engineering and strong partnerships with regulatory agencies. Kinross Gold Corp. also received an honorable mention for its timely and high-quality reclamation at the Little Bald Mountain Rock Disposal Area.