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BHP's Vicuna JV files RIGI PEELP application as projects move toward 2030 development target

BHP Group's (ASX:BHP) Vicuna joint venture with Lundin Mining has lodged its application for Argentina's RIGI PEELP investment regime, covering the Josemaria and Filo del Sol copper-gold projects.

According to RBC Capital Markets analyst Kaan Peker, the submission marks a procedural step rather than a shift in project risk, noting that fiscal benefits are not yet assured and approval will hinge on government assessment, timing, and alignment with an integrated technical report due in the first quarter of 2026.

Leia mais: BHP's Vicuna JV files RIGI PEELP application as projects move toward 2030 development target
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ABx Group secures new exploration licence to boost Tasmania Rare Earths Project

ABx Group (ASX:ABX) has been granted a new five-year exploration licence, EL25/2022, strengthening its position in a highly prospective rare earths region in northern Tasmania.

The 18km2 tenement sits between the company's Rubble Mound and Wind Break deposits, part of ABx's 89-million-tonne resource averaging 844 ppm total rare earth oxides.

Leia mais: ABx Group secures new exploration licence to boost Tasmania Rare Earths Project
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Metallium teams up with ElementUSA to extract gallium and scandium from US red mud

Metallium (ASX:MTM) announced that its US subsidiary, Flash Metals USA, has signed a binding letter of intent with ElementUSA to collaborate on the recovery of gallium and scandium from red mud at the Gramercy alumina refinery in Louisiana.

Leia mais: Metallium teams up with ElementUSA to extract gallium and scandium from US red mud
Bloomberg

Why Open Source AI Could Be the Best Bet for Developers and Investors

Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing.

Leia mais: Why Open Source AI Could Be the Best Bet for Developers and Investors
Bloomberg

The Fed's Next Chair Faces AI Uncertainty, Political Heat and Credit Risks

The Federal Reserve has just cut rates by 25 basis points into an economy it still expects to grow faster next year, raising questions about why it eased and how much further it can go. Former Council of Economic Advisers chair Glenn Hubbard discusses the decision, the neutral rate and why he doesn't see much more room for rate cuts going into 2026.

Leia mais: The Fed's Next Chair Faces AI Uncertainty, Political Heat and Credit Risks
Bloomberg

Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps

On "Bloomberg Real Yield", Maureen O'Connor, global head of high-grade debt syndicate at Wells Fargo Corporate & Investment Bank, and Amanda Lynam, head of macro credit research at BlackRock, talks with Matt Miller about credit spreads, issuance and risks tied to the boom in AI growth. There's a frenzy of development going on to support the AI revolution, and with it an insatiable demand for debt to fund it. Some estimate the overall infrastructure roll-out cost could reach $10 trillion, and with so many lenders lining up to throw cash at the assets, the fear is a bubble is building.

Leia mais: Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps
Bloomberg

"Real Yield" Debate on Credit: Own or Not Own?

On "Bloomberg Real Yield", Alexander Wolf, global head of macro and fixed income strategy at J.P. Morgan Private Bank, and Mike Contopoulos, deputy chief investment officer at Richard Bernstein Advisors, talks with Matt Miller about the Fed's rate decision this week, the next Fed chair and corporate credit. Analysts say that there's plenty to worry about when it comes to credit, from AI oversupply and private market distress to asset-backed blowups and runaway rates.

Leia mais: "Real Yield" Debate on Credit: Own or Not Own?
Bloomberg

Fintech, AI Very Strong in UK: British Business Bank CEO

The UK economy is at risk of its first quarterly contraction since Labour returned to power, after growth disappointed again by shrinking ahead of Chancellor of the Exchequer Rachel Reeves' tax-raising budget. Can the UK's tech sector come to the rescue? British Business Bank CEO Louis Taylor weighs in with Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech."

Leia mais: Fintech, AI Very Strong in UK: British Business Bank CEO
Bloomberg

'It's End of Year Jitters': Allspring's Patel Not Worried About AI Stocks

Margie Patel, senior portfolio manager and head of Capital Allocation at Allspring Global Investments, joins Ed Ludlow and Caroline Hyde to discuss concerns around returns on AI investments in the context of Broadcom's earnings and the news that Oracle is pushing back the completion dates for some of its AI data centers. She speaks on "Bloomberg Tech."

Leia mais: 'It's End of Year Jitters': Allspring's Patel Not Worried About AI Stocks
Bloomberg

Broadcom Slides as AI Backlog, Margins Scrutinized

Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors' lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech."

Leia mais: Broadcom Slides as AI Backlog, Margins Scrutinized