Sectors
enCore Energy Wins Decade-Long Fight for Dewey Burdock Approval
enCore Energy spent more than a decade waiting for a federal agency to say yes. Cosa Resources just started its biggest drill program ever on a project it does not yet know is worth anything. One company knows what it has and can finally build it. The other is still finding out whether it has…
Newcore Gold Falls 24% on Enchi PFS as Luca and Faraday Post Results
The press release said “robust.” The stock fell 24% to its lowest level in 17 months. Newcore Gold Headlines Spot-Price Economics While the Base Case Disappoints Newcore Gold (TSX-V: NCAU / OTCQX: NCAUF) released a pre-feasibility study for its Enchi Gold Project in Ghana on June 24. The headline numbers: an after-tax net present value…
Strategy’s Bitcoin Premium Vanishes While Strive Keeps Buying
Strategy’s market value fell below the value of its own Bitcoin this week, for the first time ever. Strive’s did not, and Strive went out and bought more Bitcoin anyway, outpacing Strategy’s own purchase in the same seven days. Same business model. Same falling asset. Opposite week. Strategy’s Enterprise mNAV Fell Below 1 for the…
Bitmine Raises $273.8M for ETH as Sezzle Jumps on Fragile Iran Deal
Sezzle jumped 10.1% on June 15 because a deal in Switzerland promised to reopen the Strait of Hormuz. By June 18, Iran had closed it again. Bitmine Raises $273.8 Million in Preferred Stock to Buy More Ethereum While Diluting Shareholders 213-Fold Bitmine Immersion Technologies (NYSE: BMNR) announced on June 15 that its total crypto, cash,…
Horizon Quantum Stock Up 114% on Dublin IonQ Deployment
Horizon Quantum Holdings is pre-revenue and its stock rose 114% in five trading days. One Stop Systems already has revenue and its stock moved 8% on a contract that is actually signed. Both are technically small-cap AI stories this week. Only one of them has a customer paying real dollars right now. Horizon Quantum Stock…
Eos Energy Up 12% on Battery Line 2 as Brenmiller Eyes Italy Market
Eos Energy’s stock is down 52% over six months. On June 16, it jumped 12% in a single morning. Eos Energy Launches Battery Line 2 and Stock Jumps 12% Despite Being Down 52% Over Six Months Eos Energy Enterprises (Nasdaq: EOSE) announced on June 16 that it had started commercial production on Battery Line 2…
GRI Bio Won Orphan Drug Status the Same Day MAIA Opened a Third Cancer Trial Site
GRI Bio’s stock is down 94% over the past year. On June 18, the FDA handed it seven years of potential market exclusivity. The same day, across the industry, a different small-cap was quietly opening its third US trial site for a lung cancer drug nobody outside biotech circles has heard of. Regulatory wins and…
Eldorado Gold Hit First Concentrate While Washington Decides Whether Copper Gets a 30% Tariff
Eldorado Gold produced first copper concentrate at McIlvenna Bay on June 8. The Commerce Secretary has until June 30 to decide whether copper imports get hit with a tariff that could reach 30%. One of those events happened underground in Saskatchewan. The other is happening on a desk in Washington, and it will move more…
Intel Surges 10% After Trump Confirms Apple Chip Deal as Accenture Drops 13% on Guidance Cut
Intel’s 18A node packs 238 million transistors per square millimeter. TSMC’s competing N2 node packs 313 million. On June 18, Apple agreed to use Intel anyway, just not for the chips that matter most yet. Intel Surges After Trump Confirms Apple Will Use Intel Foundry for US-Made Chips President Trump posted on Truth Social early…
Deep Fission Filed for an IPO and the SMR Sector Keeps Outpacing Its Own Reactors
Donald Trump and Iranian President Masoud Pezeshkian signed a memorandum of understanding to end a four-month war on June 17. By this morning, US crude had fallen below $75 a barrel for the first time since March, down to roughly $74, after Treasury Secretary Scott Bessent announced a 60-day sanctions waiver on Iranian oil sales.…
