Hudbay Minerals Inc. (TSE: HBM - Get Free Report) (NYSE: HBM) reached a new 52-week high on Wednesday after Royal Bank Of Canada raised their price target on the stock from C$26.00 to C$28.00. The sto
Micron Technology, Inc. remains a Strong Buy, driven by robust HBM and DRAM pricing from AI hardware demand. MU's Q1 2026 sales are expected to reach $12.7B, with 46% YoY growth and EPS at the high en
Nvidia (NVDA) and AMD (AMD) stand to benefit if U.S. policy permits sales of AI GPUs into China, but major uncertainties remain, BNP Paribas said in a Tuesday n
MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.
PGIM Jennison Natural Resources Fund generated a strong return and outperformed its Lipper Global Natural Resources Index benchmark for the quarter. Key contributors include Agnico Eagle Mines (AEM),
Hudbay Minerals (HBM) remains a strong copper cyclical play, despite a weak Q3 driven by temporary logistics and operational disruptions. HBM's fundamentals are robust: $60M in delayed revenue shifts
Boston Partners boosted its holdings in HudBay Minerals Inc (NYSE: HBM) (TSE: HBM) by 12.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and E
Micron continues to transition from a cyclical memory supplier to a mission-critical AI infrastructure provider, driven by its strategic DRAM, NAND and HBM roadmap. The company's dual-track roadmap fo
HBM's cost gains and Copper World momentum contrast with TECK???s scale push and QB-driven long-term growth ambitions.
Hudbay Minerals extends its free-cash-flow momentum through low costs and gold leverage, but volatility and geopolitical risks loom.
Micron is benefiting from a major shift toward AI-grade memory with HBM and data-center DRAM driving margin expansion and record earnings into FY25. The setup for 2026 is favorable: HBM is sold out th
Micron Technology is pivotal in AI with its HBM and Nvidia's validation tools. Supply constraints and HBM shortages give Micron pricing power and margin potential.
Micron Technology, Inc. shares are soaring, up close to 100% since August. While HBM is a factor in MU's rise, DRAM and NAND prices are surging. The memory supercycle marches on and MU is poised for a
Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock
Hudbay Minerals has entered into a joint venture with Mitsubishi to build its Copper World project. The deal helps Hudbay reduce its capital contribution for the project.
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