ADVFN US – Market Content Editor

Silver is expected to remain in structural deficit for another year, supported by resilient investment demand and exceptionally low inventory levels, according to RBC Capital Markets, although the brokerage maintains a preference for gold over the medium term. “Silver is entering its eighth deficit year with inventories at an all-time low and investment demand showing…

Delta Gold Technologies PLC (AQSE:DGQ) (USOTC:DGQTF) has accelerated part of its Phase II research financing agreement with the University of Toronto, advancing C$269,000 from its Year 2 sponsorship allocation well ahead of schedule. The funding forms part of a C$1,000,000 annual commitment and has been released early following positive research developments within the university’s quantum…

Morgan Stanley believes recent market fluctuations driven by fears of artificial intelligence disruption could present investment opportunities, arguing that concerns about structural change are being offset by accelerating AI adoption across key industries. In a client note, analyst Andrew Pauker said that “recent price action tied to AI disruption risk presents opportunities in well-positioned incumbents…

International equities are likely to outperform U.S. stocks during the latter half of the 2020s, according to Bank of America strategists led by Michael Hartnett. In their latest Flow Show report, the team argued that a shift in the global economic landscape is underway, writing that a “new world order = new world bull,” with…

New regulatory limits on artificial intelligence could create headwinds for major technology companies but may ultimately “could prove bullish for the broader market,” according to Jefferies analysts in a recent report. The analysts argued that the recent declines seen in software and financial stocks “largely assumes there will be no guardrails around AI.” However, rising…

Financial markets are increasingly rewarding companies backed by tangible, long-lasting assets as new artificial intelligence models reshape investor expectations, according to analysts at Goldman Sachs. In a research note, analysts including Guillaume Jaisson and Peter Oppenheimer referred to these businesses as “heavy assets, low obsolescence,” or “HALO.” They pointed to sectors such as power grids,…

Willdan Group, Inc. (NASDAQ:WLDN) announced that it has been selected by Mt. San Antonio College (Mt. SAC) in California to deliver a $49 million distributed energy and resiliency project under a new energy services agreement. The project will include the full turnkey deployment of distributed energy resources along with campus infrastructure upgrades, with construction expected…