Newmont Corporation (NEM)

Newmont stock surged 11.7% this week as precious metals investors returned to gold following geopolitical tensions. Despite gold futures declining over 10% since the Iran war began, Newmont's strong underlying business—including record $7.3 billion in free cash flow last year with nearly half returned to shareholders—positions it well for recovery as geopolitical concerns ease.

The Motley Fool•Howard Smith

Apr 3

Gold and silver mining stocks face near-term headwinds despite long-term bullish fundamentals. Recent price surges have been driven primarily by speculative investment rather than underlying demand from jewelry, electronics, or industrial sectors. While both metals experienced sell-offs during the recent market downturn, the article suggests waiting for the Iran conflict to resolve before investing, as volatility could trigger further speculative outflows.

The Motley Fool•Lee Samaha

Mar 29

Newmont Mining stock rose 4.5% on Friday as gold prices rallied nearly 10% to cross $4,500 per ounce following President Trump's 10-day pause on U.S. attacks on Iran's energy facilities. Investors are buying the dip in the world's largest gold miner, with analysts projecting gold could reach $6,100-$6,300 by end of 2026. Newmont's strong financial position, including record $7.3 billion free cash flow in 2025 and active share buybacks, supports investor confidence.

The Motley Fool•Neha Chamaria

Mar 27

President Trump has sent Iran a 15-point peace plan addressing nuclear programs and maritime routes, with prediction markets showing a 48% probability of a U.S.-Iran ceasefire by April 30. Ten Russell 1000 stocks down 17-33% since the war began are positioned for potential recovery if peace talks succeed. War-battered sectors including airlines, mining, and cruise lines staged sharp premarket rebounds on the diplomatic developments.

Benzinga•Piero Cingari

Mar 25

Markets rallied sharply on Monday following President Trump's announcement of a five-day halt to U.S. military strikes on Iranian energy infrastructure and claims of productive peace talks, despite Iran's swift denial of any negotiations. The S&P 500 gained 1.64%, with stocks hardest hit by the Middle East conflict—particularly cruise operators, airlines, and homebuilders—experiencing the strongest rebounds. Gold miners and construction-related ETFs also performed well amid the relief rally.

Benzinga•Piero Cingari

Mar 23

Gold and silver prices have plummeted 25.5% and 50% respectively from January peaks due to war-driven market volatility and profit-taking, despite strong physical demand in China. Contrarian analysts argue the selloff is positioning-driven rather than fundamental, suggesting gold and copper producers now offer compelling value as the Fed may need to intervene with rate cuts.

Benzinga•Stjepan Kalinic

Mar 23

U.S. stock futures fell on Monday following Friday's sharp sell-off, with major indices declining amid geopolitical tensions. President Trump issued a 48-hour ultimatum to Iran regarding the Strait of Hormuz, escalating U.S.-Iran tensions. Energy and financial stocks bucked the trend, while utilities, real estate, and tech stocks recorded losses. Gold prices surged amid inflation concerns, while crude oil rose 1.65%. The Fed is expected to hold rates steady in April with 85.5% probability.

Benzinga•Rishabh Mishra

Mar 23

U.S. stock markets declined on March 19, 2026, as Brent crude oil spiked above $119/barrel, intensifying inflation concerns and Middle East conflict fears. Energy stocks gained while tech and industrial sectors weakened. Gold prices fell sharply, dragging down mining stocks. JPMorgan Chase cut its S&P 500 year-end target, warning that elevated oil prices could slow global growth.

The Motley Fool•Emma Newbery

Mar 19

Markets sold off sharply on March 19, 2026, as Iranian strikes on Gulf energy infrastructure pushed crude oil above $100/barrel, triggering stagflation concerns. The S&P 500 hit its lowest close since mid-November, while the Federal Reserve's hawkish stance and rising inflation projections pushed Treasury yields higher. Gold plummeted 4.5% as real yields climbed, while energy stocks surged and precious metals miners collapsed.

Benzinga•Piero Cingari

Mar 19

Three weeks into the Iran war, markets are repositioning for a prolonged conflict lasting months rather than days. A 32-percentage-point divergence has emerged between stocks benefiting from a closed Strait of Hormuz (energy, defense, drones) which are up 17.55% on average, and those needing it open (airlines, cruise lines, logistics) which are down 15.35% on average. Prediction markets assign only a 26% probability of normal traffic returning by April 30, suggesting at least six more weeks of disruption.

Benzinga•Piero Cingari

Mar 17