Weekly Market Roundup

  • Silver Tiger, Algo Grande, Green Bridge Report Fresh Assays

    Silver Tiger, Algo Grande, Green Bridge Report Fresh Assays

    Most drill results get reported in grams per tonne. This week one company reported one in kilograms, and it took a moment to register that 29,620 grams per tonne and 29.62 kilograms per tonne are the same absurd number. Two copper stories landed the same week too, one in a Sonora skarn where the ore…

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  • SkyAI Shareholders Campaign to Withhold Votes From Entire Board

    SkyAI Shareholders Campaign to Withhold Votes From Entire Board

    A Solana treasury company’s own board is under open revolt from two of its largest shareholders, days before an annual meeting that could gut its leadership. The same week, one of Jack Dorsey’s companies applied for a federal bank charter that would let it custody Bitcoin and stablecoins under direct government oversight. Neither outcome is…

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  • DOE Backs New Minerals and Recycling Pilot Projects

    DOE Backs New Minerals and Recycling Pilot Projects

    A global plastics-recycling coalition just tallied its first year under a new decade-long strategy: more than 378,000 tonnes of unmanaged waste addressed since 2019, and $641 million in outside capital pulled off the sidelines. The U.S. Department of Energy, meanwhile, is putting $5.5 million behind two very different bets: turning a common volcanic mineral into…

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  • Nvidia Confirms $12.9 Billion Hugging Face Deal, Plus Another AI Infrastructure Move

    Nvidia Confirms $12.9 Billion Hugging Face Deal, Plus Another AI Infrastructure Move

    Hugging Face turned down a $500 million investment from Nvidia less than a year ago, back when that stake would have valued the company at $7 billion. Nvidia just agreed to buy the whole thing for nearly twice that. In Texas, a company that started out mining Bitcoin cleared a bureaucratic hurdle most investors have…

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  • Biotech Sector Snapshot: Trial Failure Meets a Rally

    Biotech Sector Snapshot: Trial Failure Meets a Rally

    One failed trial erased more than a billion dollars from a single biotech’s market value this week. The sector it trades in barely noticed. Both of those facts are true at the same time, and untangling why is more useful than picking a single winner to write about. The Rally’s Math: XBI Up 36% Even…

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  • Volta Metals, Vizsla Copper, Sterling Metals Report Fresh Assays

    Volta Metals, Vizsla Copper, Sterling Metals Report Fresh Assays

    A conceptual open pit is supposed to mark where a deposit ends, at least on paper. This week one company drilled 275 metres past the bottom of its own pit model and kept hitting the same grade it had been mining on paper the whole way up. Two copper stories landed the same week too,…

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  • A 30-Year-Old Copper Target Finally Gets Drilled, Plus a Lithium Explorer’s Exit Into Gold

    A 30-Year-Old Copper Target Finally Gets Drilled, Plus a Lithium Explorer’s Exit Into Gold

    A copper target in British Columbia hadn’t seen a meaningful drill in three decades until this week. A lithium exploration company decided it no longer wants to be a lithium exploration company, and is buying a gold royalty instead. A healthcare marketplace signed a partnership with no agreed revenue split yet, then got approved to…

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  • SEC Proposes First Transfer Agent Rule Overhaul Since the Late 1970s

    SEC Proposes First Transfer Agent Rule Overhaul Since the Late 1970s

    A tokenization company we’ve covered before just signed a deal with one of the world’s most aggressive crypto regulators. The same week, the SEC proposed rewriting transfer agent rules that predate the fax machine, this time with blockchain recordkeeping built in. Different institutions. Same direction: tokenized securities getting real regulatory plumbing instead of workarounds. Follow-Up:…

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  • Verdera Energy Sells Treeline Uranium Project to Americas Uranium as New Report Tracks Global Clean Energy Progress

    Verdera Energy Sells Treeline Uranium Project to Americas Uranium as New Report Tracks Global Clean Energy Progress

    A small uranium explorer just sold off a property that never made its priority list, taking cash, shares, and a royalty stream in return. Zoom out from any single stock this week and a new global report has a blunter story to tell: clean electricity investment hit a record last year, and it’s still not…

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  • Victory Square Revenue Surge, Kraken Robotics Q2 Results

    Victory Square Revenue Surge, Kraken Robotics Q2 Results

    Victory Square Technologies posted a net loss of about $100,000 in the first half of last year. This year, over the same six months, it posted $6.5 million in net income on revenue that grew more than fivefold. A marine technology company on the other side of the country reported a much smaller revenue gain,…

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