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25.09.26 - 21:42
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Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum (ZeroHedge)
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Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum
A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme.
For miners already producing conflict-free critical materials outside China, the opportunity lies in supplying Western buyers seeking alternatives to Beijing's quasi-monopoly, which is expected to persist through 2030. The US government's deals with junior miners have generated news headlines, but new projects can take years to reach commercial production. As Western supplies tighten, the immediate market advantage belongs to p...
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25.09.26 - 12:06
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AngloGold Ashanti Plc Announces Appointment of Non-Executive Director (Business Wire)
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LONDON & DENVER & JOHANNESBURG--(BUSINESS WIRE)--AngloGold Ashanti plc (the "Company") (NYSE: AU; JSE: ANG) is pleased to announce the appointment of Paul Graves as an independent non-executive director of the Company with effect from 1 October 2026. Mr. Graves will serve as a member of the Audit and Risk Committee and the Social, Ethics and Sustainability Committee.
Mr. Graves has over 30 years of experience in global natural resources, finance, and public company leadership. Most recently, he served as Chief Executive of Rio Tinto Lithium, following Rio Tinto's acquisition of Arcadium Lithium, where he was President and CEO. He previously led Livent Corporation as President and CEO and served as Executive Vice President and Chief Financial Officer of FMC Corporation from 2012 to 2018. Earlier in his career, Mr. Graves spent 12 years in investment banking at Goldman Sachs, where he was a Partner and served as Head of Natural Resources Asia and Global Head of Chemical Investment Banking. Currently, Mr. G...
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25.09.26 - 08:09
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Xiaomi: Das überrascht die Analysten von Goldman Sachs (Der Aktionaer)
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Am Dienstag hat Xiaomi offiziell die neue KI-Modellreihe MiMo-V2.6 veröffentlicht. Goldman Sachs zufolge dürfte Xiaomi mit diesem seine Position als führender Entwickler von Basismodellen stärken. Zudem überraschte der Tech-Konzern die Investmentbank mit einem Vorgehen....
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25.09.26 - 02:42
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AI Boom Can Withstand Higher Rates: Goldman′s Moe (Bloomberg)
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Goldman Sachs Chief Regional Equity Strategist for Asia Pacific Timothy Moe explains why AI-related stocks remain good investments despite rising rates on government debt. He speaks as a global bond selloff extends into Asia while elevated oil prices stoke inflation concerns. (Source: Bloomberg)...
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