Gold Miners Reduce Direct Emissions, Yet ESG Impact Deteriorates, According to Report
Emission Reductions: Global gold producers have successfully reduced their combined Scope 1 and 2 greenhouse-gas emissions to below 30 million tons of CO₂ equivalent in 2024, marking a 2% year-on-year decline and the lowest level in a decade, despite challenges in reducing Scope 3 emissions.
Safety and Sustainability Challenges: While there has been progress in reducing certain pollutants, safety performance has worsened with an increase in fatalities among mining companies, highlighting the ongoing hazards of the industry and the need for continuous improvement in safety practices.
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2026 Analysis of Large Cap Stocks by Quant Ratings
- Newmont's Strong Performance: Newmont (NEM) leads with 273 days of Quant Rating coverage and a 4.92 Strong Buy rating, indicating robust performance in the gold mining sector and strong market confidence, likely continuing to attract investor interest.
- Stability in Real Estate Stocks: Realty Income (O) and Host Hotels & Resorts (HST) have maintained ratings for 237 and 225 days respectively, showcasing their stable earnings capabilities amid economic fluctuations, which may draw in capital seeking safe investments.
- Semiconductor Sector Highlight: Micron Technology (MU) stands out with 216 days of coverage and the highest Quant Rating of 4.99, reflecting strong market confidence in its future growth potential, which could drive its stock price higher in the future.
- Diverse Investment Opportunities: Other high-rated stocks, including American Electric Power (AEP) and Incyte (INCY), demonstrate strong quantitative scores, indicating that investors are seeking stable income sources across various sectors, enhancing market diversity and resilience.
US Stocks Rebound as Tech Shares Recover
- Market Recovery: The S&P 500 Index rose by 0.46%, the Dow Jones Industrial Average increased by 0.09%, and the Nasdaq 100 climbed by 0.61%, indicating a rebound in the market driven by recovering tech and chipmaker stocks, reflecting investor confidence in economic growth.
- Mining Stocks Surge: Gold prices increased by over 1% and silver prices jumped more than 6%, boosting mining stocks with Coeur Mining up over 6% and Freeport McMoRan up more than 5%, suggesting rising investor demand for precious metals amid inflation concerns.
- Positive Earnings Outlook: Over 79% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating sustained corporate profitability that could further drive stock market gains.
- Economic Data Focus: The market is closely watching upcoming employment and inflation data, with January nonfarm payrolls expected to rise by 69,000 and the unemployment rate to remain at 4.4%, as these figures will influence investor expectations regarding future monetary policy, potentially leading to market volatility.
Newmont Demands Barrick Improve North American Gold Operations
- Declining Asset Value: Newmont (NEM) highlighted that the operational and management performance of Nevada Gold Mines has deteriorated over the past six years, necessitating improvements from Barrick (B) to restore asset value.
- IPO Plans at Risk: Newmont stated that any transaction involving its joint ventures must adhere to protective clauses in their agreements, including transfer restrictions, which could impede Barrick's plans to sell North American gold assets through an IPO by year-end.
- Complex Joint Venture Structure: In the Nevada joint venture, Barrick holds a 61.5% stake while Newmont owns 38.5%, granting Newmont a blocking right in the asset spinoff to safeguard its interests.
- Uncertain Future Outlook: Although Barrick plans to retain significant control over North American gold assets, the specifics of the spinoff remain undecided, potentially affecting investor expectations regarding future earnings.
Three Unconventional "Buy the Dip" Selections—and One Sector to Steer Clear Of
Market Trends: The market is experiencing a pullback, creating opportunities for contrarian investors as many individual stocks are down significantly, suggesting a potential for selective buying strategies.
Investment Strategies: Jeff Clark emphasizes the importance of identifying oversold stocks and sectors, particularly in software and grocery chains, while advising caution against popular trades like gold mining stocks.
Bitcoin Sentiment: Current bearish sentiment around Bitcoin contrasts sharply with previous bullish trends, with Clark suggesting that today's prices may be more attractive for investment compared to past highs.
Contrarian Opportunities: Clark highlights that emotional market conditions often present unique investment opportunities, particularly in sectors that are currently undervalued or overlooked.
Newmont Corporation Investment Outlook Analysis
- Strong Market Performance: Newmont Corporation (NYSE:NEM) saw its stock price surge by 168% in 2025, reflecting a significant increase in gold prices last year, showcasing its robust performance in the gold mining sector, although competitors like Agnico Eagle Mines also performed well.
- Investment Recommendations: While Cramer considers Newmont a solid investment choice, he expresses a preference for Agnico Eagle Mines, indicating that investors have multiple options in the gold market, which has shown overall strong performance.
- Industry Potential: Cramer highlights the excellent performance of the gold sector over the past year, suggesting that investments in this area carry relatively low risk, especially with the ongoing rise in gold prices, further solidifying Newmont's market position.
- AI Stock Comparison: Despite Newmont's impressive performance, the article notes that certain AI stocks may offer greater upside potential and lower downside risk, prompting investors to consider a diversified investment portfolio when making choices.
The Real Comeback: Understanding Why Energy, Materials, and Staples Stocks Are Outperforming the Market.
Software Stock Slump: The recent decline in software stocks has raised concerns among investors, reflecting broader market volatility.
Bitcoin's Winter Meltdown: Bitcoin continues to experience significant downturns, contributing to a challenging environment for cryptocurrency investors.
Dollar's Ongoing Malaise: The U.S. dollar is facing persistent weakness, impacting global trade and investment strategies.
Memification of Precious Metals: Precious metals are becoming increasingly popular in meme culture, indicating a shift in how these assets are perceived and traded.
2026 Analysis of Large Cap Stocks by Quant Ratings
- Newmont's Strong Performance: Newmont (NEM) leads with 273 days of Quant Rating coverage and a 4.92 Strong Buy rating, indicating robust performance in the gold mining sector and strong market confidence, likely continuing to attract investor interest.
- Stability in Real Estate Stocks: Realty Income (O) and Host Hotels & Resorts (HST) have maintained ratings for 237 and 225 days respectively, showcasing their stable earnings capabilities amid economic fluctuations, which may draw in capital seeking safe investments.
- Semiconductor Sector Highlight: Micron Technology (MU) stands out with 216 days of coverage and the highest Quant Rating of 4.99, reflecting strong market confidence in its future growth potential, which could drive its stock price higher in the future.
- Diverse Investment Opportunities: Other high-rated stocks, including American Electric Power (AEP) and Incyte (INCY), demonstrate strong quantitative scores, indicating that investors are seeking stable income sources across various sectors, enhancing market diversity and resilience.
US Stocks Rebound as Tech Shares Recover
- Market Recovery: The S&P 500 Index rose by 0.46%, the Dow Jones Industrial Average increased by 0.09%, and the Nasdaq 100 climbed by 0.61%, indicating a rebound in the market driven by recovering tech and chipmaker stocks, reflecting investor confidence in economic growth.
- Mining Stocks Surge: Gold prices increased by over 1% and silver prices jumped more than 6%, boosting mining stocks with Coeur Mining up over 6% and Freeport McMoRan up more than 5%, suggesting rising investor demand for precious metals amid inflation concerns.
- Positive Earnings Outlook: Over 79% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating sustained corporate profitability that could further drive stock market gains.
- Economic Data Focus: The market is closely watching upcoming employment and inflation data, with January nonfarm payrolls expected to rise by 69,000 and the unemployment rate to remain at 4.4%, as these figures will influence investor expectations regarding future monetary policy, potentially leading to market volatility.
Newmont Demands Barrick Improve North American Gold Operations
- Declining Asset Value: Newmont (NEM) highlighted that the operational and management performance of Nevada Gold Mines has deteriorated over the past six years, necessitating improvements from Barrick (B) to restore asset value.
- IPO Plans at Risk: Newmont stated that any transaction involving its joint ventures must adhere to protective clauses in their agreements, including transfer restrictions, which could impede Barrick's plans to sell North American gold assets through an IPO by year-end.
- Complex Joint Venture Structure: In the Nevada joint venture, Barrick holds a 61.5% stake while Newmont owns 38.5%, granting Newmont a blocking right in the asset spinoff to safeguard its interests.
- Uncertain Future Outlook: Although Barrick plans to retain significant control over North American gold assets, the specifics of the spinoff remain undecided, potentially affecting investor expectations regarding future earnings.
Three Unconventional "Buy the Dip" Selections—and One Sector to Steer Clear Of
Market Trends: The market is experiencing a pullback, creating opportunities for contrarian investors as many individual stocks are down significantly, suggesting a potential for selective buying strategies.
Investment Strategies: Jeff Clark emphasizes the importance of identifying oversold stocks and sectors, particularly in software and grocery chains, while advising caution against popular trades like gold mining stocks.
Bitcoin Sentiment: Current bearish sentiment around Bitcoin contrasts sharply with previous bullish trends, with Clark suggesting that today's prices may be more attractive for investment compared to past highs.
Contrarian Opportunities: Clark highlights that emotional market conditions often present unique investment opportunities, particularly in sectors that are currently undervalued or overlooked.
Newmont Corporation Investment Outlook Analysis
- Strong Market Performance: Newmont Corporation (NYSE:NEM) saw its stock price surge by 168% in 2025, reflecting a significant increase in gold prices last year, showcasing its robust performance in the gold mining sector, although competitors like Agnico Eagle Mines also performed well.
- Investment Recommendations: While Cramer considers Newmont a solid investment choice, he expresses a preference for Agnico Eagle Mines, indicating that investors have multiple options in the gold market, which has shown overall strong performance.
- Industry Potential: Cramer highlights the excellent performance of the gold sector over the past year, suggesting that investments in this area carry relatively low risk, especially with the ongoing rise in gold prices, further solidifying Newmont's market position.
- AI Stock Comparison: Despite Newmont's impressive performance, the article notes that certain AI stocks may offer greater upside potential and lower downside risk, prompting investors to consider a diversified investment portfolio when making choices.
The Real Comeback: Understanding Why Energy, Materials, and Staples Stocks Are Outperforming the Market.
Software Stock Slump: The recent decline in software stocks has raised concerns among investors, reflecting broader market volatility.
Bitcoin's Winter Meltdown: Bitcoin continues to experience significant downturns, contributing to a challenging environment for cryptocurrency investors.
Dollar's Ongoing Malaise: The U.S. dollar is facing persistent weakness, impacting global trade and investment strategies.
Memification of Precious Metals: Precious metals are becoming increasingly popular in meme culture, indicating a shift in how these assets are perceived and traded.
