Investors are facing a period of historically high concentration in the S&P 500 Index headed into 2026, with a small number of mega-cap technology and AI-related companies dominating the index’s performance and risk. That’s leading more investment managers to advise clients as part of an annual portfolio review process to pay extra attention to opportunities…
The Trump administration needs to strike multiple deals with U.S. miners to secure the nation’s supply chain against China, said Mark Chalmers, CEO of Energy Fuels, a miner focused on uranium and rare earth minerals. The Pentagon decision to take an equity stake in MP Materials, the largest U.S. rare earth miner, in July and…
Sopa Images | Lightrocket | Getty Images Lithium stocks surged Monday on reports that battery maker Contemporary Amperex Technology, CATL, suspended production at a mine in China that plays a key role in supplying the global market. Shares of U.S. miner Albemarle, based in Charlotte, North Carolina, jumped 7% to close at $80.76 and the…
