Derek Hwang

Derek Hwang

Materials & Mining Analyst

Materials and mining analyst focused on copper, lithium, and specialty chemicals. Former commodities strategist tracking supply curves, cost positions, and project pipelines. Connects macro demand drivers with company-level execution, permitting risk, and return on invested capital.

Articles 806

Jan 23, 2026 Finance

Pfizer CEO Critiques Vaccine Discourse and Highlights Global Health Research Shifts

Albert Bourla on Vaccine Debate, U.S. Leadership, and China's Growing Scientific Influence

Pfizer's CEO Albert Bourla has labeled Robert F. Kennedy's vaccine views as unscientific and highlighted challenges in the U.S. health policy leadersh...

Jan 23, 2026 Finance

CVRx Launches Major Clinical Trial to Broaden Heart Failure Treatment with Barostim Device

The BENEFIT-HF study aims to assess Barostim’s effectiveness in a larger heart failure patient cohort, potentially tripling market reach

CVRx, Inc. has initiated the BENEFIT-HF clinical trial, a randomized study set to become one of the largest cardiac device trials for heart failure. S...

Jan 23, 2026 Trade Ideas

Endava: Earnings Noise Has Crushed the Share Price, but Margin Fixes Make This a High-Reward Long

Operational leverage and a tidy cost reset can revive profitability — buying around $7, with a tight stop and layered targets.

Endava's stock has collapsed from its mid-cycle highs after a string of disappointing quarters and margin pressure. The business remains a durable dig...

Trade Idea Long
Jan 23, 2026 Finance

Northern Trust Sees Upward Revisions in Price Targets Following Strong Q4 Earnings

Earnings Beat Expectations but Shares Dip Amid Mixed Market Reaction

Northern Trust Corp delivered a robust fourth-quarter earnings performance, surpassing both earnings per share and revenue estimates. The encouraging ...

Jan 23, 2026 Finance

Vaxcyte Advances VAX-31 Pneumococcal Vaccine Into Advanced Clinical Development

Phase 3 Trials Commence as Company Bolsters Manufacturing Investments for Future Growth

Vaxcyte, Inc. is progressing its next-generation pneumococcal vaccine candidate, VAX-31, by initiating Phase 3 trials targeting adult and infant popul...

Jan 23, 2026 Finance

Plug Power Advances Renewable Hydrogen Deployment with 100 MW Electrolyzer Installation at Galp Refinery

A Strategic Milestone in Europe's Renewable Hydrogen Expansion and Decarbonization Efforts

Plug Power, Inc. has successfully completed the installation of 100 MW of its PEM GenEco electrolyzers at Galp's Sines Refinery in Portugal, marking a...

Jan 23, 2026 Finance

Senate Crypto Regulation Stalls as Tuesday Markup Approaches

Bipartisan Consensus Eludes Senate Agriculture Committee Amid Regulatory Bill Negotiations

The Senate Agriculture Committee is poised to mark up an updated cryptocurrency market structure bill next Tuesday, though partisan divisions persist....

Jan 23, 2026 Trade Ideas

Lamb Weston: Buy the ERP Hangover — Earnings Recovery + Dividend Support Make This a Tactical Buy

ERP-related shock pushed the stock into value territory. Fundamentals and cash generation argue for upside as execution risks fade.

Lamb Weston (LW) suffered a steep, headline-driven sell-off in mid-2025 tied to an ERP implementation and follow-on investigations. The company still ...

Trade Idea Long
Jan 23, 2026 Finance

SEC and CFTC Set to Reveal Unified Crypto Regulation Strategy Next Week

Joint event to conclude agency jurisdiction conflicts and outline Trump's vision for U.S. crypto leadership

On January 27, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) will conduct a coordinated public even...

Jan 23, 2026 Finance

Nvidia CEO Jensen Huang Plans China Visit to Address AI Chip Market Access

Efforts underway to resolve supply chain challenges and regulatory restrictions impacting Nvidia's AI chip sales in China

Nvidia CEO Jensen Huang is scheduled to travel to China in late January to engage with potential buyers and stakeholders with the aim of reopening and...