This article was written by Doug Nathman, with research by his team at Trefis.
Summary Technology drove strong US returns. Emerging Markets lead global returns, despite negative Chinese returns.
Aya Gold & Silver is rated a 'buy' due to undervaluation and strong growth prospects from its Moroccan assets. Zgounder remains a high-grade, low-cost silver mine with growing reserves, generating robust cash flow and supporting expansion. Boumadine offers transformative upside, with a large, low-cost polymetallic resource and significant exploration potential not yet reflected in NAV.
Range Resources reported solid Q1 2026 results, with strong differentials for natural gas and NGLs. It also increased its full-year guidance around NGL differentials (compared to Mont Belvieu). Processing costs are expected to be slightly higher, though, due to improved NGL revenues.
Janus Henderson has several income ETFs, most focusing on higher-quality, niche securities and investments. JABS is one such ETF, focusing on high-quality ABS. These securities have higher yields than more traditional bonds and fixed-income securities of comparable risk. Risk-adjusted returns are high, as are expected returns.
PR Audio: EUCLID, Ohio, SASKATOON, Saskatchewan, May 26, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (NASDAQ: ALOY) (“REalloys” or the “Company”), a U.S.
Income investors who bought the YieldMax SMCI Option Income Strategy ETF (NYSEARCA:SMCY) wanted exposure to Super Micro Computer's volatility without owning the stock outright.
Micron stock surged another 80%, yet valuation remains near 7x forward earnings despite exploding AI infrastructure demand. AI bottlenecks increasingly revolve around memory, storage, and bandwidth, positioning Micron at the center of next-generation AI architectures. Micron's 1-gamma EUV transition improved manufacturing efficiency, supporting higher margins through better yields, density, and power optimization.
Intesa Sanpaolo remains a 'Buy' despite geopolitical risks, supported by resilient Q1 2026 earnings. Q1 net income was a record €2.8 billion, mapping to a 25% return on tangible equity, and credit charges were well below management's medium-term plan assumptions. Pre-provision income grew 9% year-on-year. Cost control and rising fee income underpin the investment case even amid inflationary pressures.
IDEAYA Biosciences NASDAQ: IDYA said its lead oncology program remains on track for a regulatory submission after reporting positive top-line data in first-line metastatic melanoma, while also highlighting several pipeline programs during a presentation at the Bank of America Global Healthcare Conference.
CG Oncology NASDAQ: CGON executives said the company remains on track to complete a rolling biologics license application for cretostimogene in BCG-unresponsive high-risk non-muscle invasive bladder cancer by the fourth quarter, while reiterating expectations for top-line data from a separate Phase 3 trial in the first half of the year.
Barrick Mining Corporation is demonstrating improved operational performance and strong cash flow in the current price environment. B beat gold production guidance in Q1, lowered all-in sustaining costs, and maintained full-year output targets, with significant progress at North American and African mines. A new $3 billion buyback and a year-end top-up dividend policy could provide a 3.2% forward yield, best-in-class among big gold miners.