FCX vs NB

Freeport-McMoRan (FCX) continues to demonstrate strong operational performance and financial health, evidenced by its Q1 2026 revenue and EPS beats (+8.7% revenue YoY, +150% net income YoY) and significantly improving net margins. The company benefits from secular tailwinds in copper demand, driven by global electrification, and boasts world-class assets like Grasberg with long-life reserves. Howe...

NioCorp remains a high-risk, high-reward opportunity, driven by its strategically important US-based critical minerals project. The addressable market for Niobium, Scandium, Titanium, and REEs is robust, aligning with national interests and diverse high-growth sectors. The recent Q3 2026 EPS beat of $0.01 (vs. -$0.02 estimate) and the non-binding offtake term sheet with Traxys North America for it...