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 14, 2026 Trade Ideas

Buy Salesforce on Agentforce Acceleration — Normalize FCF to Support a 14x Multiple

Market cap ~ $229B, revenue momentum and AI agent tailwinds argue for a re-rating; trade plan included.

Salesforce is trading at roughly $238.48 (last trade) and a market cap near $229B. Recent top-line strength (Q2 revenue $10.236B) plus accelerating in...

Trade Idea Long
Jan 14, 2026 Finance

Intuitive Surgical Reports Robust 2025 Growth Amid Stock Pullback

Strong procedure volume and system placements contrast with Wednesday’s share decline

Intuitive Surgical, a leading provider of robotic surgical systems, announced preliminary results for the fourth quarter and full year 2025, showcasin...

Jan 14, 2026 Finance

Empower Collaborates with Blackstone to Democratize Private Market Investments for Retirement Savers

Initiative aims to incorporate alternative assets into defined contribution plans via collective investment trusts

Empower announced a partnership with Blackstone to extend private market investment opportunities to millions of retirement plan participants. This ef...

Jan 14, 2026 Finance

T-Mobile Advances Cloud Partnership with Netcracker to Accelerate Digital Services

Expansion to Cloud-Native Platform Aims to Enhance Speed, Scalability, and Security for Wholesale Customers

T-Mobile US has announced an expansion of its collaboration with Netcracker Technology to migrate Netcracker's digital platform to the cloud, aiming t...

Jan 14, 2026 Finance

Longtime Strategy Inc. Director Makes First Stock Purchase in Over Three Years Amid Sharp Price Decline

Director’s buying activity highlights shift in valuation perceptions following a significant drop in share price tied to Bitcoin holdings

Carl Rickertsen, a Strategy Inc. board member since 2002, executed his first purchase of the company's stock in 3.5 years by acquiring 5,000 shares at...

Market Turbulence Elevates Precious and Industrial Metals in Early 2026
Jan 14, 2026 Business News

Market Turbulence Elevates Precious and Industrial Metals in Early 2026

Geopolitical tensions and political uncertainty drive gold and silver to standout gains amid steady equity performance

The start of 2026 is characterized by significant geopolitical and political disruptions, including heightened threats from the U.S. administration an...

Jan 14, 2026 Finance

Wells Fargo Projects Stronger Growth and Profitability with Enhanced Market Position in 2026

Q4 2025 Earnings Exceed Expectations Amid Strategic Investments and Regulatory Relief

Wells Fargo reported better-than-anticipated earnings for the fourth quarter of 2025, driven by growth in net interest income and fees despite revenue...

Jan 14, 2026 Finance

U.S. Stock Futures Slide as Several Major Shares Decline in Pre-Market Trades

Glaukos Reports Preliminary Sales Impacting Shares; Trip.com Faces Regulatory Scrutiny

U.S. stock futures opened lower on Wednesday, with the Dow futures dropping approximately 100 points amid declines in several prominent stocks during ...

Jan 14, 2026 Finance

Bitcoin Approaches $95,000 Amid Broad Cryptocurrency Gains Fueled by Significant ETF Inflows

Market sentiment shifts positive as Bitcoin and altcoins like Ethereum, XRP, and Dogecoin exhibit notable rallies

Bitcoin's price neared $95,000 concurrent with a rising general market sentiment index, while Bitcoin and Ethereum exchange-traded funds registered su...

Medicare Part D Out-of-Pocket Cap Set to Rise in 2026 for First Time
Jan 14, 2026 Business News

Medicare Part D Out-of-Pocket Cap Set to Rise in 2026 for First Time

Retirees Should Prepare for Annual Increase in Prescription Drug Spending Limit

Medicare Part D's out-of-pocket spending cap will increase from $2,000 in 2025 to $2,100 in 2026, marking the first adjustment since the cap's introdu...