Kopernik Global Investors’ Global All-Cap Fund initiated a position in Mosaic Co. (NYSE: MOS), describing it as the largest U.S. phosphate producer and a global producer of potash.
Sep 21, 2026 ·
Yahoo Finance
Evercore ISI upgraded Ciena (CIEN) to Outperform from In Line with a price target of $550, up from $375, while Rothschild & Co Redburn downgraded Flutter Entertainment (FLUT) to Neutral from Buy with a price target of $119, down from $169.
Sep 21, 2026 ·Yahoo Finance
Northern Dynasty Minerals Ltd. (NAK) posted a 36.3% total return in Q2 2026, according to Kopernik Global All-Cap Fund’s investor letter.
Sep 21, 2026 ·Yahoo Finance
Kopernik Global All-Cap Fund said Franklin Resources Inc. (NYSE:BEN) delivered a 47.3% total return in Q2 2026.
Sep 21, 2026 ·Yahoo Finance
Molina Healthcare (MOH) returned 70.7% in Q2 2026, contributing 0.2% to Kopernik Global All-Cap Fund’s total Q2 returns.
Sep 21, 2026 ·Yahoo Finance
Centene Corp. (CNC) delivered total returns of 98.8% in Q2 2026 and contributed 0.7% to Kopernik Global All-Cap Fund’s total returns.
Sep 21, 2026 ·Yahoo Finance
Range Resources (NYSE:RRC) posted a -17.2% total return in Q2 2026, with a 0.4% detraction from total Kopernik Global All-Cap Fund returns.
Sep 21, 2026 ·Yahoo Finance
Nutrien Ltd. (NYSE:NTR) delivered total returns of -15.4% in Q2 2026, and Kopernik Global All-Cap Fund flagged the decline as part of a broader correction in hard-asset and out-of-favor areas it views as an opportunity to add at discounts to intrinsic value.
Sep 21, 2026 ·Yahoo Finance
Telix Pharmaceuticals agreed to a $2.35 billion merger with privately held ITM, and its stock fell sharply despite analyst bullishness.
Sep 21, 2026 ·Yahoo Finance
NovaGold Resources Inc. (NYSE American: NG) delivered a total return of -36.9% in the period cited by Kopernik Global Investors’ Q2 2026 investor letter.
Sep 21, 2026 ·Yahoo Finance
Kopernik Global All-Cap Fund reported that Sibanye Stillwater Ltd. (NYSE:SBSW) delivered a total return of -29.3% in Q2 2026.
Sep 21, 2026 ·Yahoo Finance
At 50% compression of Llama-3.3-70B-Instruct, pruning transformer blocks via a constrained binary optimization mapped to an Ising optimization problem improves MMLU by almost 23 percentage points over the best competing block-removal method.
Sep 21, 2026 ·Hugging Face
Strategy bought $75.7 million of Bitcoin, acquiring 950 BTC at an average price of $79,670 per coin—its first purchase since late August.
Sep 21, 2026 ·Yahoo Finance
Warner Bros. Discovery shares rose 7% and Paramount Skydance shares rose 5% after reports of a settlement that could require Paramount to release at least 30 films in theaters each year as part of its $111 billion Warner Bros. acquisition settlement terms with California antitrust officials.
Sep 21, 2026 ·Yahoo Finance
Private placement life insurance (“PPLI,” dubbed the “Super Roth” by advisors) is described as compounding investments inside a life-insurance wrapper tax-deferred and allowing proceeds to pass to beneficiaries income tax free outside the taxable estate via IRC Section 101(a).
Sep 21, 2026 ·Yahoo Finance
Eligible iPhone owners can submit a claim in Apple’s $250 million Siri AI settlement by December 21, 2026, for an estimated ~$25 per device that could rise to ~$95 depending on claim volume.
Sep 21, 2026 ·
The Verge
Strategy (MSTR) disclosed it bought 950 more bitcoin and repurchased about 1.77 million shares of its preferred stock last week, sending its shares up more than 8% in premarket and into positive territory for the year.
Sep 21, 2026 ·Yahoo Finance
Oura is targeting a fully diluted $15.62 billion valuation in a US IPO that will sell 50 million shares at a $40 to $44 price range and raise up to $2.2 billion.
Sep 21, 2026 ·Yahoo Finance
S&P 500 tech’s forward price-to-earnings ratio has fallen to about 21 times—roughly where it was when OpenAI launched ChatGPT in November 2022—and tech forward earnings estimates have risen about 20% over the past three months.
Sep 21, 2026 ·Yahoo Finance
BTC is expected to target about $98,000 after breaking out of a daily bull flag, with the flagpole estimated at roughly $18,000–$19,000 added to a breakout zone near $79,000–$80,000.
Sep 21, 2026 ·Yahoo Finance
