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Tag: Commodity

Palantir’s $460B Valuation Faces Earnings Test
AIBusinessTechnology

Palantir’s $460B Valuation Faces Earnings Test

As Palantir approaches its November 2025 earnings with a $460B market cap, investors face critical questions about AI-driven growth sustainability. The company’s transition from government contracts to commercial AI faces market scrutiny amid high expectations.

by Harlow WesleyOctober 31, 2025November 3, 2025
Glencore’s Cobalt Gambit: Navigating DRC’s New Export Reality
BusinessHardwareTechnology

Glencore’s Cobalt Gambit: Navigating DRC’s New Export Reality

Glencore has revealed its strategic response to the DRC’s new cobalt export quotas, prioritizing copper production while managing excess cobalt inventory. The mining giant faces complex decisions as it balances global battery demand with regulatory constraints in the world’s largest cobalt-producing

by Owen HoltOctober 29, 2025November 2, 2025
Lam Research Stock’s Meteoric Rise: Unpacking the AI Chip Boom’s Impact
ManufacturingSemiconductorsTechnology

Lam Research Stock’s Meteoric Rise: Unpacking the AI Chip Boom’s Impact

Lam Research’s Stunning Market Performance Lam Research (NASDAQ: LRCX) has emerged as one of the semiconductor sector’s standout performers, with…

by Harlow WesleyOctober 22, 2025November 2, 2025

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