The Pentagon is investing nearly $1 billion to rebuild domestic antimony stockpiles after China reduced export shipments by 97%, creating strategic opportunities for Western antimony developers in defense and critical minerals sectors.

Hedge fund manager John Paulson gained approximately $72 million from Trilogy Metals stock after the Trump administration invested $35.6 million, with the stock surging over 257% in value.

Billionaire investor John Paulson and NovaGold Resources have agreed to purchase a $1 billion stake in the Donlin Gold project in Alaska, as gold prices reach record highs.

In the latest virtual conference presented by Benzinga, three outstanding experts and industry professionals gathered to explore the prospects of a new “Supercycle” for gold miners. Delving into crucial factors affecting the performance of gold mining stocks, they discussed Fed interest rates, market valuations, geopolitics, ESG and technological innovation in the industry. In the first part, Imaru Casanova, a portfolio manager for Gold and Precious Metals at VanEck, highlighted the potential bullish catalysts for gold miners and presented her top stock recommendations. Taylor McKenna, CFA and an analyst at Kopernik Global Investors, emphasized the value of gold mining stocks and discussed the application of AI technologies. Luke Norman, co-founder and executive chairman at US Gold Corp. (NYSE:USAU), offered insights into the gold mining exploration side and the permitting cycle. VanEck Sees Attractive Valuations In The Gold Mining Industry VanEck’s Casanova expressed optimism about the outlook for gold miners, citing the end of the Fed tightening cycle as a potential bullish catalyst. With strong global support in the current environment, gold miners are poised to demonstrate their leverage with higher gold prices. Casanova highlighted the historically low multiples at which gold mining stocks are currently trading, coupled with controlled ...Full story available on Benzinga.com

Gainers AMTD Digital Inc. (NYSE: HKD) climbed 71.5% to close at $27.80 on Monday after gaining 108% on Friday. The company priced its IPO at $7 per share. SKYX Platforms Corp. (NASDAQ: SKYX) jumped 43.2% to close at $4.91. Qudian Inc. (NYSE: QD) gained 40.3% to close at $1.67 after the company highlighted progress in its QD Food brand and said its 717 Foodies Festival fueled sales of approximately 9.56 million dishes. Intelligent Living Application Group Inc. (NASDAQ: ILAG) shares gained 37.8% to close at $3.10 on Monday after declining 11% on Friday. The company reported closing of $20.24 million initial public offering. Exela Technologies, Inc. (NASDAQ: XELA) rose 34.3% to close at $0.1350. Troika Media Group, Inc. (NASDAQ: TRKA) gained 31.5% to close at $0.8040. Tantech Holdings Ltd (NASDAQ: TANH) jumped 23.1% to close at $0.32 after the company posted a narrower FY loss. Avenue Therapeutics, Inc. (NASDAQ: ATXI) shares gained 22.7% to settle at $0.3220. EZFill Holdings Inc. (NASDAQ: EZFL) surged 22.5% to settle at $0.79. Boxed, Inc. (NYSE: BOXD) rose 21.7% to close at $2.19. Marathon Digital Holdings, Inc. (NASDAQ: MARA) gained 21.4% to close at $9.76 in sympathy with the price of Bitcoin. International Tower Hill Mines Ltd. (NYSE: THM) jumped 20.3% to close at $0.6255. Trio-Tech International (NYSE: TRT) gained 19.2% to close at $5.18. North European Oil Royalty Trust (NYSE: NRT) jumped 19.1% to settle at $14.55. Shares of energy companies traded higher amid a gain in oil prices due to supply concerns after President Biden was unable to secure a commitment from Saudi Arabia for increased output. Dingdong (Cayman) Limited (NYSE: DDL) shares gained 18% to settle at $6.03. Dingdong, last month, said Q1 sales results were up 43.2% year over year. Calyxt, Inc. (NASDAQ: CLXT) rose 17.6% to close at $0.2410. Lucira Health, Inc. (NASDAQ: LHDX) jumped 17.1% to close at $3.01. SkyWater Technology, Inc. (NASDAQ: SKYT) gained 16.4% to settle at $8.94. Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) rose 16% to settle at $1.23. Inotiv, Inc. (NASDAQ: NOTV) rose 15.9% to close at $12.38 as the company said Envigo has reached an agreement with the US Department of Justice and US Department of Agriculture to resolve civil and administrative complaints. Puhui Wealth Investment Management Co., Ltd. (NASDAQ: PHCF) gained 15.9% to close at $0.8768. Canopy Growth Corporation (NASDAQ: CGC) rose 15.6% to close at $2.59 following last week's reports suggesting Senate Democrats will roll out a decriminalization bill this week. GAN Limited (NASDAQ: GAN) gained 15.6% to close at $3.33. Capstone Green Energy Corporation (NASDAQ: CGRN) rose 15.4% to close at $1.84. Capstone Green Energy’s Alaska distributor Artic Energy has secured ...

John Paulson’s 13F portfolio value remained steady at $4.35B this quarter. The top three positions are at 45% of the portfolio.

John Paulson’s 13F portfolio value increased from $3.85B to $4.35B this quarter. Their top three positions are at 45% of the entire 13F portfolio.