Hycroft Mining, a small-cap miner with a $3.5 billion market cap, released an updated mineral resource estimate showing 55% growth in measured and indicated gold and silver resources at its Nevada mine, with approximately $50 billion worth of recoverable minerals. While the company's massive reserves and strong recovery rates (83% gold, 78% silver) are promising, investors should remain cautious due to Hycroft's lack of profitability, minimal revenue, significant capital requirements, and exposure to precious metals price volatility.

White Gold Corp. announced that CEO David D'Onofrio will present at a virtual investor conference on February 12, 2026. The company highlighted its flagship White Gold project with 1.73 million ounces of indicated gold resources and plans for the largest exploration program in its history in 2026, along with upcoming catalysts including a critical minerals spin-out and a preliminary economic assessment.

Gold remains a strong investment with prices rising above $5,000. The article highlights three stocks poised for strong earnings: Agnico Eagle Mines (AEM) with 109.8% expected earnings growth driven by gold demand, Hecla Mining (HL) benefiting from Boeing's aerospace orders with 30.5% earnings growth, and Vertiv (VRT) with 31% earnings growth from data center cooling demand. All three companies show positive earnings revisions and strong surprise histories.

Two gold-focused ETFs, IAU and SGDM, have benefited from gold's strong performance over the past year. SGDM (Sprott Gold Miners ETF) returned 137% in one year by holding 43 gold mining companies, while IAU (iShares Gold Trust) returned 73% by tracking physical gold prices. IAU offers lower costs (0.25% vs 0.50% expense ratio) and greater liquidity, while SGDM provides higher volatility and returns through mining company exposure.

Osisko Metals successfully closed a bought-deal private placement of 11.8 million flow-through shares at C$1.27 per share, raising C$15 million. Strategic investors Agnico Eagle Mines and Hudbay Minerals, along with Rosseau Asset Management, purchased C$10 million in common shares at C$0.85 per share in a follow-on transaction. The proceeds will fund Canadian exploration expenses on the company's Gaspé Copper and Pine Point zinc projects.

Gold and silver prices collapsed on Friday, with silver down 27% and gold down 9.5% — their worst single-day declines since 1980. The selloff was triggered by President Trump's nomination of Kevin Warsh as Federal Reserve chair, perceived as a hawk who prioritizes inflation control over monetary stimulus. This unwound the 'debasement trade' that had driven precious metals higher in January, causing mining stocks to suffer double-digit losses.

As commodity prices surge to record highs driven by currency debasement concerns, geopolitical instability, and supply deficits, five commodity-linked stocks are positioned to capitalize on these trends. Gold producers, silver miners, copper companies, and energy firms offer leveraged exposure to rallies in precious metals, industrial metals, and oil, with strong financial health scores and significant upside potential.

Goldsky Resources has agreed to acquire Agnico Eagle's remaining 55% interest in the Barsele Gold Project in Sweden for US$20 million in cash, 75.5 million Goldsky shares, and a 2% net smelter return royalty. Upon closing, Goldsky will own 100% of Barsele while Agnico Eagle will become a ~32.5% shareholder in Goldsky. The transaction is expected to close in Q2 2026 and requires shareholder and regulatory approvals.

Azimut Exploration announces a new diamond drilling program of minimum 5,000 meters on the Fortin Zone antimony-gold deposit in Quebec's James Bay region. The mineralized body extends 1.8 km with vertical depth to 250 m and remains open in all directions. The company is conducting metallurgical testing with SGS Canada and initiating market studies for antimony products, while also evaluating a distinct gold target 110 m south of Fortin and planning additional exploration on the Rosa gold zone.

Azimut Exploration has initiated a minimum 5,000-metre diamond drilling program on its Fortin antimony-gold zone in Quebec's James Bay region. The Fortin Zone, discovered in 2024, has been traced over 1.8 kilometres and to 250 metres depth with significant antimony and gold mineralization. The company is conducting metallurgical tests with SGS Canada and market studies for antimony products, while also evaluating a separate gold target south of Fortin and reassessing the property's broader gold potential.

Bank of America has identified three mining stocks as top commodity picks for 2026: Agnico Eagle Mines (gold), Freeport-McMoRan (copper), and Cameco Corp (uranium). These stocks are expected to benefit from record metal prices, supply-demand imbalances, and growing industrial demand. Gold and silver remain strong hedges against dollar devaluation, while copper is breaking to all-time highs and uranium is positioned as the metal to watch in the second half of 2026 due to nuclear energy demand.

Agnico Eagle Mines (AEM), the world's second-largest gold producer, delivered impressive returns in 2025 as gold surged 66% and silver soared 144%. The Canadian miner benefits from rising precious metals prices, political stability in developed countries where it operates, and silver's growing industrial demand, particularly in solar panels, electric vehicles, and data centers. The article explores whether this momentum represents a fundamental market shift or a temporary spike.