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Anfield Energy's updated PEA makes the Shootaring mill restart look explosive, but AEC is still a no-revenue uranium developer that has to clear permits, capital, reserves, construction, and first production.
Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
Enphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.
Caterpillar reported FY2025 revenue of $67.6 billion, FY2025 operating income of $11.2 billion and Q1 2026 revenue of $17.4 billion. The thesis is dealer-network strength, margin durability and cash generation through an industrial cycle.
First Majestic is producing real cash in a high silver and gold price tape. The decision point is whether costs, Mexico tax risk, resource conversion and Jerritt Canyon restart spending leave enough of that cash for shareholders.