Barry Knapp: The AI Trade is Nearing an Inflection Point

Barry Knapp: The AI Trade is Nearing an Inflection Point

In this episode of Mining Stock Daily, Trevor Hall welcomes Barry Knapp of Ironsides Macro for a wide-ranging conversation on the macro forces shaping today's markets. Barry explains why investors should be focused less on whether AI spending is still growing and more on the rate of change in that growth, arguing that we may be approaching an important inflection point for the technology sector. They also discuss the recent volatility in South Korea's KOSPI, whether it's acting as a leading indicator for U.S. tech stocks, Japan's transition to a higher-rate regime, and why gold has remained resilient despite rising Treasury yields and a stronger U.S. dollar. ______ Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.terrahutton.io/] ______ This episode of Mining Stock Daily is brought to you by...  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://revival-gold.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://vizslasilvercorp.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.equinoxgold.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://integraresources.com/]

Same Playbook, New Ground: Valkea Applies Rupert Resources' Methodology to Central Lapland

Valkea Resources CEO Thomas Credland discussed the company's new 24-target drill pipeline in Finland's Central Lapland belt. Drilling starts in August at the Kari target, with base-of-till and diamond programs following through winter. Credland says the company is fully funded and applying the same methodology that led his former team to the Ikkari discovery at Rupert Resources.

District Metals Highlights Viken's US$7.6 Billion Economic Impact

District Metals continues to build momentum at its Viken Project in Sweden following the release of an independent economic impact study estimating more than US$7.6 billion in regional economic benefits. CEO Garrett Ainsworth discusses what those figures mean for local communities, landowners, and policymakers, while also providing an update on ongoing exploration across the company's broader Alum Shale portfolio. The conversation covers permitting milestones, upcoming drilling catalysts, Sweden's evolving nuclear policy, and why Viken continues to emerge as a strategically important uranium and critical minerals project for both Sweden and the European Union

GreenLight Expands Bend While Fast-Tracking U.S. Permitting

GreenLight Metals continues to advance its Bend Copper-Gold Project in Wisconsin on two important fronts. CEO Matt Filgate discusses the project's inclusion in the U.S. FAST-41 Transparency Program and what that federal designation means for permitting timelines and the broader strategic importance of Bend as a domestic critical minerals project. The conversation also covers the latest drill results, which continue to expand the deposit with thick copper-gold mineralization, the company's path toward an updated resource, and why Bend has the potential to become Wisconsin's next producing mine.

Morning Briefing: Severe Winter Weather in South America Tightens Physical Copper Supply

District Metals has released an independent Economic Impact Study on the Viken Energy Metals Deposit in Sweden. Pirate Gold provides some visual observations from recent drilling. New drill results from GreenLight Metals and Gladiator Metals. Valkea Resources has completed an initial prospect pipeline identifying 24 new drill targets across its five 100%-owned properties. This episode of Mining Stock Daily is brought to you by...  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://revival-gold.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://vizslasilvercorp.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.equinoxgold.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://integraresources.com/]