BHP Group Limited

The world's largest mining company is focusing on copper mining instead of cheaper iron ore

BHP's top earnings item for the first time was copper due to AI. The stock jumped to a record high

Cryptocurrency quotes may need another short-term downturn to bottom out, forecaster warns

Fundstrat's Tom Lee has predicted the end of "cryptozyme" by April 2026. How far is the bottom?

Gold is displacing US government bonds and becoming a key global reserve asset, says David Einhorn, founder of Greenlight Capital. According to the investor, irrational fiscal policy of Washington and overheated stock market deprive traditional instruments of fundamental support. Under these conditions, the investor chooses precious metals and bets on aggressive rate cuts by the Fed - a scenario that the market is still underestimating.

Reserve asset #1: why does David Einhorn favor gold over Treasuries?

Bitcoin may be a more effective savings vehicle than gold, according to Fundstrat Chief Investment Officer Tom Lee. At the Consensus Hong Kong conference, he <a href="https://x.com/coinbureau/status/2021898325218181394">said</a> that the ineffectiveness of gold as a defense against inflation is confirmed by the statistics of returns over the past 50 years.

'No need to lose faith': why Fundstrat's Tom Lee is betting on bitcoin vs. gold

The Nasdaq is down 2%, the S&amp;P 500 is having its worst day in three weeks. Fear over AI is back

The legendary investor explained in a new interview why fiat currencies are inevitably losing to gold, what the threat of the yuan is and how to protect your capital

How investors can protect themselves when things fall apart: tips from Ray Dalio

Lyft, Inc.

Samsung Electronics Co., Ltd.

The gold price is consolidating above the $5,000 mark amid weak U.S. data and expectations of a Fed rate cut. Lyft shares fell more than 17% after weak earnings and a cautious outlook, with the company betting on robotaxis and new services. Several co-founders left Elon Musk's xAI company. These and other topics - in our review of key events by the morning of February 11.

Highlights for this morning: Lyft under pressure, ByteDance makes AI chip, Musk's associates walked away from him

Americas Gold and Silver Corporation

Kingsgate Consolidated Limited

Gold Resource Corporation

One of the main beneficiaries of the 2025 gold rally was small-cap mining companies. The Small Cap Gold Miner Equal Weight Index, <a href="https://en.oninvest.com/article/gold-fever-small-cap-miners-surging-as-bullion-hits-record-highs">assembled</a>&nbsp;by analyst Aldiyar Anuarbekov specially for&nbsp;Oninvest&nbsp;and including 45 gold producers with market capitalizations of up to $2 billion (see the note on index composition below), soared&nbsp;202.5% in 2025. Meanwhile, the&nbsp;Small Cap Gold Miner Cap Weight Index&nbsp;skyrocketed 208.8% last year.&nbsp;Both indexes significantly outperformed both gold itself and even equities: the precious metal gained 64.5% – its best performance in 46 years – while the S&amp;P 500 added 16.4%.

Biggest small-cap winners from the 2025 gold rally and what to expect in 2026

Oninvest correspondent interviewed the digital twin of the legendary investor about the recent gold collapse, the AI hype and portfolios for different occasions 

Oninvest has been testing Ray Dalio's AI-clone for two weeks. Here's what came out of it 

NVIDIA Corporation

Hims & Hers Health, Inc.

Nexstar Media Group, Inc.

TEGNA Inc.

The Kroger Co.

BILL Holdings, Inc.

Strategy Inc

Roivant Sciences Ltd.

Under Armour, Inc.

Microchip Technology Incorporated

IREN Limited

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: positive momentum looking for a foothold

Gold in the morning of February 9 cost a little above $5 thousand, silver - $81.5. The two metals were able to recoup some of their losses after the historic collapse in late January - early February. One of its reasons was the mass arrival of retail investors to the market with the rapid growth of prices. And the bull market, according to John Templeton, one of the greatest investors of the twentieth century, "dies in euphoria". How will events in the metals market develop further?

How retail investors crashed gold and silver prices 

Blackrock Silver Corp.

Core Silver Corp.

They seized the opportunity to buy an attractive asset cheaper: at the end of January, silver fell in price by almost 30%