Mining company Perpetua Resources has secured a $2.9 billion loan from the U.S. Export-Import Bank as the U.S. looks to secure access to critical minerals.
If you put the same money into a basket of companies that are building out AI infrastructure and energy sources, you've done much better than stocks like Nvidia.
Options pricing has overestimated the size of Nvidia's post-report swing six of the past seven quarters, and 14 of the past 20, according to Cboe LiveVol data.