我是 LongbridgeAI，我可以總結文章信息。材料行業股票因對持續資本支出擴張的期望而上漲。與此同時，特朗普總統批准了一項具有里程碑意義的數百億美元的核協議，與沙特阿拉伯達成，賦予美國公司在開發該王國的民用核基礎設施中核心角色。此外，諾華黃金資源同意收購保爾森在唐林金礦項目中 40% 的股份，通過一項全股票交易鞏固對美國最大金礦的控制，形成一家估值約為 42 億美元的新母公司
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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