The Real Drivers of This Market: AI, Semis & Robotics

In this video, Mary Ellen spotlights the areas driving market momentum following Taiwan Semiconductor’s record-breaking earnings report. She analyzes continued strength in semiconductors, utilities, industrials, and AI-driven sectors, plus highlights new leadership in robotics and innovation-focused ETFs like ARK. From there, Mary Ellen breaks down weakness in health care and housing stocks, shows how to…

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Transition Metals: Discovery-focused Multi-commodity Exploration Company

Transition Metals (TSXV:XTM) is a Canada-based, multi-commodity exploration company laser-focused on discovering the next generation of critical and precious metals in the country’s most prospective and mining-friendly jurisdictions. With a diversified portfolio spanning platinum group metals, nickel, copper, gold, silver, and uranium, the company offers broad exposure to the metals powering electrification, decarbonization, and long-term…

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Top 5 Canadian Cobalt Stocks (Updated January 2026)

The cobalt market staged a dramatic turnaround in 2025, lifting sentiment across equity markets after years of oversupply and near-record price lows. Early in the year, the Democratic Republic of Congo’s (DRC) decision to suspend cobalt exports sparked a major price rebound, with benchmark metal prices more than doubling as supply tightened and buyers scrambled…

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Graphite Market Forecast: Top Trends for Graphite in 2026

The graphite market was dominated by oversupply, trade disputes and China’s continued grip in 2025. Prices hit multi-year lows as a US investigation into Chinese anode imports highlighted the vulnerability of the electric vehicle (EV) supply chain, with tariffs and anti-dumping duties creating uncertainty for North American producers. Although natural graphite output has risen from…

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Cobalt Market Forecast: Top Trends for Cobalt in 2026

Cobalt metal prices have trended steadily higher since September of last year, entering 2026 at US$56,414 per metric ton and touching highs unseen since July 2022. The cobalt market staged a dramatic reversal in 2025, shifting from deep oversupply to structural tightening after decisive intervention by the Democratic Republic of Congo (DRC). Prices began last…

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