我是 LongbridgeAI，我可以总结文章信息。材料行业股票因对持续资本支出扩张的期望而上涨。与此同时，特朗普总统批准了一项具有里程碑意义的数百亿美元的核协议，与沙特阿拉伯达成，赋予美国公司在开发该王国的民用核基础设施中核心角色。此外，诺华黄金资源同意收购保尔森在唐林金矿项目中 40% 的股份，通过一项全股票交易巩固对美国最大金矿的控制，形成一家估值约为 42 亿美元的新母公司
Shares of companies in the materials sector rose as the market reassessed its nominal GDP growth path higher as capital expenditures continue to expand and "importantly, broaden out from AI spending alone," said Scott Ladner, CIO at Horizon Investments.
President Trump approved a landmark nuclear deal with Saudi Arabia in a big win for the Kingdom. The agreement will provide the country with a civilian nuclear program and potentially open the door to uranium enrichment in the kingdom's territory, according to administration officials. The new deal, which would last 30 years, is estimated to be worth tens of billions of dollars. It is designed to give American companies a central role in developing Saudi Arabia's nuclear infrastructure while shutting out other foreign competitors.
NovaGold Resources has struck a deal to take full ownership of the Donlin Gold project by buying investment firm Paulson's 40% stake, consolidating control over what is slated to become America's largest gold mine. The all-share transaction will create a new U.S.-domiciled parent company, NovaGold Corporation, valued at roughly $4.2 billion and owned 65% by existing NovaGold shareholders and 35% by Paulson.
Write to Patrick Sheridan at patrick.sheridan@wsj.com
(END) Dow Jones Newswires
July 22, 2026 18:05 ET (22:05 GMT)
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