GLOBAL X Gold Explorers

Cortez Minerals Expands North American Portfolio, Sets 2026 EBITDA Target and Advances Buyback & Dividend

Initial Jobless Claims Hit Record Low, Giants Acquire, Fed May Hike Rates

FactSet upgrades Equinox Gold Corp's 2026 EPS forecast to $1.36

Equinox Gold Corp's 2026 EPS Forecast Cut to $1.35

Hecla Mining Reports Strong Q1 Earnings and Outlines Future Plans

Cordierite Mining Reports Record Q1 Earnings and Announces Buyback and Dividend

Equinox Gold Corp's 2026 EPS Forecast Raised to $1.46

Equinox Gold released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 861.59 M (forecast USD 865.92 M), actual EPS USD 0.3788 (forecast USD 0.2393)

OceanaGold released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 714.5 M (forecast USD 726 M), actual EPS USD 1.01

Coeur Mining released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 856.19 M (forecast USD 783.89 M), actual EPS USD 0.35 (forecast USD 0.43)

Cordellen Mining Reports Q1 Revenue Growth Over 100%

Cordellen Mining Reports Q1 Adjusted EBITDA of $475 Million

Cordilleran Mining Releases Updated Financial Data Following Acquisition of New Gold

SSR Mining released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 581.78 M (forecast USD 533.68 M), actual EPS USD -0.489 (forecast USD 0.284)

Hecla Mining released FY2026 Q1 earnings on May 5 After-Market EST, actual revenue USD 411.43 M (forecast USD 432.44 M), actual EPS USD -0.032 (forecast USD 0.27)

Hecla Mining Expected to Exceed Q1 EPS and Revenue Projections

Scotiabank Gives Eldorado Gold a Buy Rating

Eldorado Gold released FY2026 Q1 earnings on April 30 After-Market (EST), actual revenue USD 532.43 M (forecast USD 507.26 M), actual EPS USD 0.68 (forecast USD 1.09)

Eldorado Gold Reports Q1 Financial Data

Alamos Gold released FY2026 Q1 earnings on April 29 After-Market EST: Actual Revenue USD 596.7 M (Forecast USD 595.02 M), Actual EPS USD 0.45 (Forecast USD 0.61)

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

BiomX

Vida Global

Micware

MicroAlgo

Quantum Cyber NV

GS-C

GS-A

600547

GOLD

601899

600489

SGDJ

GDXJ

Goldman Sachs has increased its central bank gold buying estimates by over 70% due to previously unaccounted gold exports from London. Despite a recent 3.7% drop in gold prices, the firm maintains a bullish year-end target of $5,400, driven by strong sovereign demand and reserve diversification. However, macroeconomic challenges such as high yields and a strong dollar may limit short-term gains.

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

SD-GOLD

Agnico Eagle Mines

Kinross Gold

Gold.com

Newmont

Zijin Mining

ZHONGJIN GOLD

Roundhill Gold Miners Weeklypay ETF

iShares MSCI Global Gold Miners

EFUND GOLD MI-U

Microsectors Gold Miners 3x Leveraged ETN

VanEck Gold Miners ETF

Abrdn Gold ETF Trust

Us Gbl GLD & Met

Pro Ultr GLD

EFUND GOLD MI-R

Sprott JR Gold Miners ETF

Direxion Daily Gold Miners Bull 2X

SPDR Gold Shares

Sprott GLD Miners Etf

VanEck Junior Gold Miners ETF

Direxion Daily Jr Gold Miners Bull 2X

YieldMax Gold Miners Opt Inc Strgy ETF

ChinaAMC Gold ETF

SPDR Gold Minishares

iShares Gold Trust

EFUND GOLD MI ETF

GS Hldg R

Goldman lifts central bank gold buying estimates, keeps $5,400 target

As U.S.-Iran peace talks falter, the potential for a prolonged Middle East conflict raises concerns about global economic impacts, particularly stagflation. Oil prices exceed $100 a barrel, and inflation risks are heightened. Investors are advised to consider energy equities, defense sectors, and gold as hedges, while avoiding rate-sensitive sectors like utilities and long-duration bonds. Selective international diversification may also provide opportunities amidst rising energy prices.

Forbes

Occidental Petroleum

ISHRS S&P Glb Engy

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

iShares US Oil Equip & Svcs

ARK Space Exploration & Innovation ETF

Us Brent Oil

VG Energy

Invesco Db Precious Metals ETF

SPDR S&P Aerospace & Def

Bosera CSI Oil & Gas Resources Index ETF

SPDR Energy Select

iShares US Oil & Gas Expl & Prod

VanEck Oil Refiners ETF

Hwabao WP CSI Military Industry ETF

iShares US Energy

VanEck Oil Services ETF

Guotai CSI Oil & Gas Industry ETF

Invesco Aero & Defense ETF

United States Oil Fund LP

ISHRS Aero & Def

Pro Ultr Bloomberg Crude Oil

Morgan Stanley

JPMorgan Chase

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

How To Protect Your Portfolio From A Prolonged Middle East War

High yield 5.122%WI level at the time of the auction 5.122%Tail 0.0 basis pointsBid to cover 2.55XDirects 22.94%Indirects 67.67%Dealers 9.39% The dealer takedown was less than the 6-month average of 11.1%. The Bid to cover was a little lower than the average at 2.62x but the international demand saved the day with 67.67% vs 6-month average at 63.5%. AUCTION GRADE C+

Investinglive

Invesco DB US Dollar Index Bullish Fund

Wtree Bbg Usd Bull

US sells $16 billion of 20 year bonds at a high yield of 5.122%

Iran's Revolutionary Guard Corps warned the U.S. and Israel that any new attack would escalate conflict beyond the Middle East. They claimed to have not used their full arsenal during recent airstrikes. President Trump, facing domestic discontent over the war, has delayed a major attack at the request of Gulf leaders. Iran demands an end to hostilities, sanctions relief, and reparations, while both sides have rejected peace proposals. The Guard emphasized Iran's military resilience, asserting they still possess significant missile capabilities despite U.S. claims.

Thehill

Global X Silver Miner

SPDR S&P Mtls & Mng

ISHRS MSCI Glb Slct Met & Mining

New York Times

Iran: War will spread beyond Middle East if US attacks

Gold prices are under pressure due to rising U.S. Treasury yields, a stronger dollar, and elevated crude oil prices, which limit gold's appeal as an inflation hedge. Analysts note a shift in market behavior, with less focus on long-term bullish drivers for gold. Currently, gold is trading at $4,500 an ounce, up 1.1% on Wednesday and 5.1% year-to-date. For gold to regain momentum, easing inflation pressures or signs of economic growth risks outweighing inflation concerns are needed.

Oil, yields, and the dollar form a triple threat against gold prices

Gold (XAU/USD) is showing a bearish trend, trading below key EMAs and within a descending channel. Commercial hedgers have increased short positions to 71.2% of open interest, while non-commercial speculators are adding long positions. The options market indicates a rise in put hedges. Geopolitical tensions and oil prices are impacting the dollar, with a potential drop of 6.35% if gold breaks below $4,308.

CoinLive

Gold Price Risks 6% Drop Amid Diverging Market Positions

Gold prices have dropped 15% since the onset of the Iran conflict, influenced by a stronger dollar and inflation fears. Meanwhile, palm oil prices fell due to weaker soybean oil prices, though bullish trends may continue. Iron ore prices also declined amid concerns over weaker demand from China, as infrastructure investment continues to fall.

MorningStar

Direxion Daily Gold Miners Bear 2X

Mitsubishi UFJ Financial

Mitsubishi UFJ Financial Group, Inc.

Australia and New Zealand Banking Group Limited

ANZ Group Holdings Limited

Flurry of Suspicious Oil Trades Worth $800 -2-

SPOT GOLD RISES 1% TO $4,525.73/OZ

Unusual Whales

SPOT GOLD RISES 1% TO $4,525.73/OZ

COIN

RIOT

Iran has launched an insurance service for shipping companies accepting Bitcoin, named 'Hormuz Safe,' aiming for over $10 billion in revenue. However, market reactions were muted, and the cryptocurrency's potential remains unpriced. The U.S. dollar's strength and ongoing sanctions limit Bitcoin's breakout potential. Investors are shifting focus to oil companies amid fluctuating oil prices, which may impact the attractiveness of precious metals.

- On Monday, Iran launched "Hormuz Safe," an insurance service for shipping companies accepting Bitcoin for cargo in the Persian Gulf.  
- The initiative could generate over $10 billion in revenue, yet market reaction has been minimal, as major adjustments are unlikely due to existing U.S. sanctions.  
- For Bitcoin to reach $80,000, the U.S. dollar must weaken, but current trends show the dollar gaining strength amid geopolitical tensions and fluctuations in oil prices.

Baystreet

Coinbase

Riot Platforms

Fidelity Wise Origin Bitcoin Fund - ETF

Direxion Daily Crypto Industry Bear1XETF

iShares Blockchain And Tech ETF

Bitwise Bitcoin Strategy Optimum Roll ETF

Amplify Transform Data Sharing ETF

SPDR O&G Ex & Prd

SPDR O&G Equip

Grayscale Bitcoin Miners ETF

Bitwise Bitcoin ETF

ARK 21Shares Bitcoin ETF

iShares Bitcoin Trust ETF

Invesco Alerian Galaxy Crypto Economy ETF

GraniteShares 2x Long COIN Daily ETF

GraniteShares 2x Long MARA Daily ETF

VanEck Bitcoin ETF

Global X Blockchain ETF

Exxon Mobil

What Happens to Bitcoin After Iran Accepts Payments

Gold prices have experienced a short-term decline, currently trading at $4,494 per ounce. According to Jin10, Iranian Parliament Speaker Mohammad Bagher Ghalibaf has stated that the United States is poised to enter another unwinnable and endless conflict.

PRECIOUS METALS | Gold Prices Decline as Iranian Speaker Criticizes U.S. Policy

GLOBAL X Gold Explorers(GOEX.US)

Goldman lifts central bank gold buying estimates, keeps $5,400 target

How To Protect Your Portfolio From A Prolonged Middle East War

US sells $16 billion of 20 year bonds at a high yield of 5.122%

Iran: War will spread beyond Middle East if US attacks

Oil, yields, and the dollar form a triple threat against gold prices

Gold Price Risks 6% Drop Amid Diverging Market Positions

Flurry of Suspicious Oil Trades Worth $800 -2-

SPOT GOLD RISES 1% TO $4,525.73/OZ

What Happens to Bitcoin After Iran Accepts Payments

PRECIOUS METALS | Gold Prices Decline as Iranian Speaker Criticizes U.S. Policy