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$190 has been a key level to watch for Nvidia (NVDA) says Kevin Green. He provides a deep-dive preview on the highly-anticipated earnings event from the leading AI semiconductor name. KG adds thoughts on Pres. Trump's State of the Union address, Workday's (WDAY) slide after earnings and HP Inc. (HPQ) falling after disappointing guidance. For Wednesday's S&P 500 (SPX) levels to watch, KG is looking at $6945 to the upside with $6840 to the downside. He adds a break above the 100-day moving average as a key indicator to take out. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Circle (CRCL) shares soar after a "huge" beat, says Diane King Hall. She joins the Opening Bell set at the NYSE to discuss the stablecoin company's strong growth. Elsewhere among the earnings movers, Cava (CAVA) rises after showing improving same-restaurant sales growth in its 4Q report. Later, Diane looks at HP Inc. (HPQ) as investors react to lower-than-expected forward guidance. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
When a company crosses the line from technical validation to signed commercial agreements with secured financing, markets take notice. HPQ Silicon has signed a non-binding memorandum of understanding with a strategic industrial partner to form a joint venture that would build and operate a 1,000-tonne-per-year commercial fumed silica plant valued at US$20.0 million. The partner has already secured project financing. This follows January 30, 2026 independent verification confirming HPQ's pilot-scale reactor produces commercial-grade "150" fumed silica. With the technical risk answered, now came the commercial deployment question which seems to now be answered with one breaking headline:HPQ Signs Joint Venture MOU for a Commercial Fumed Silica Plant with Strategic PartnerWHAT YOU NEED TO KNOWFinancing Secured: The strategic partner has already locked in project funding for the US$20.0 million commercial plant, eliminating a major execution risk.Grade 150 Verified: Independent testing on January 30, 2026 confirmed HPQ's pilot reactor produces commercial-grade fumed silica meeting industry-standard 150 m²/g surface area and required viscosity specifications.Toxic-Free Process: HPQ's plasma-based reactor eliminates silicon tetrachloride and hydrogen chloride - the hazardous chemicals that forced half the industry to relocate to China.Dramatic Cost Advantage: The single-step process consumes ~ 87% less energy and produces ~ 84% fewer emissions than conventional multi-step manufacturing while enabling on-site production.Q2 2026 Target: Definitive agreements are expected by the end of second quarter 2026, with plant delivery anticipated within 12 months of joint venture formation.Commercial Structure and Strategic IntentThe joint venture is expected to own and operate the facility, with production sold under an offtake arrangement to the strategic partner (terms and conditions yet to be agreed upon). Under the contemplated structure, HSPI (HPQ's wholly owned subsidiarywould receive recurring royalties on each kilogram of fumed silica sold, (price/kg not yet agreed upon), providing HSPI and HPQ with long-term exposure to operating revenues while maintaining a capital-efficient profile.HPQ does caution with “While the MOU reflects a shared intent to proceed, there can be no assurance that a joint venture will ultimately be formed, that it will be completed within the anticipated timeline, or that it will prove commercially viable.”STRATEGIC IMPLICATIONSFor decades, fumed silica manufacturing has relied on a toxic, multi-step process that converts metallurgical silicon into silicon tetrachloride, then hydrolyzes it at extreme temperatures while generating massive volumes of hydrogen chloride waste and CO₂ emissions. Environmental regulations pushed at least half of global production to China, creating supply chain vulnerabilities and locking manufacturers into centralized production models with complex logistics. What incumbents failed to achieve was elimination of the chemical inputs entirely - the breakthrough that enables decentralized, on-site manufacturing.This positions HPQ to redefine how manufacturers access a US$2.57 billion global market dominated by chemical giants who cannot easily replicate a process they don't control.CEO BERNARD TOURILLON:"This is the demonstration of all the work we've done paying off. We've demolished the barriers to entry to make fumed silica. Now we're building something solid, step by step. The fumed silica business is becoming a very strong standalone thing."For investors seeking exposure to advanced materials disruption with tangible proof points and near-term commercial deployment, this marks the inflection from development to deployment.
Small Cap Breaking News You Can't Miss! Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.HPQ Silicon Inc. (TSX: HPQ) Signs Joint Venture MOU for Commercial Fumed Silica PlantHPQ has signed a joint venture memorandum of understanding to build and operate a 1,000-tonne-per-year commercial fumed silica plant, representing a significant move toward industrial-scale production.Key highlights:Estimated US$20 million project valueStrategic partner has secured financing and intends to fund constructionRoyalty-based revenue model tied to per-kilogram productionCommercial validation of HPQ's plasma-based, chemical-free processIf finalized, this development marks HPQ's transition from pilot validation to a scalable, recurring revenue model in a multi-billion-dollar global market.Tartisan Nickel Corp. (CSE: TN) Reports High-Grade Nickel Intercepts at KenbridgeTartisan announced new infill drill results from its 100%-owned Kenbridge Nickel-Copper-Cobalt Project in Northwestern Ontario.Notable assay results:11.0 metres grading 1.05% nickel and 0.33% copperIncluding 2.0 metres grading 4.79% nickel and 1.25% copperOngoing drilling testing depth extensions below the existing 622-metre shaftThe results support continuity within key zones and are part of a broader program aimed at increasing resource confidence and advancing the project toward future development studies.Tribeca Resources Corp. (TSX-V: TRBC) Fieldwork Advancing in Chile; Drilling Set for MarchTribeca provided an operational update across its Chilean copper portfolio.Key developments:Phase 3 drilling planned for March at the La Higuera projectOver 370 soil samples collected at the Jiguata copper projectMultiple large alteration systems identified through mapping and satellite dataEngagement of a U.S.-based investor relations firm to expand market awarenessWith global copper demand tied to electrification and infrastructure, Tribeca is positioning itself with active exploration in a premier mining jurisdiction.Grafton Resources Inc. (TSX-V: GFT) Begins Heliborne Geophysical Survey at AlicahueGrafton has launched an 80-line-kilometre MobileMT helicopter-borne survey at its Alicahue gold-copper project in Chile.Program highlights:Full project coverage in a single survey campaignImaging potential structures to depths of 1–2 kilometresInterpreted results expected in March 2026The survey is designed to refine drill targets and improve geological understanding before the next phase of exploration.From commercialization milestones to high-grade drill results and advancing copper exploration in Chile, small-cap companies continue to execute across key sectors.Stay informed with AGORACOM for more breaking small-cap news and updates, and follow our podcast for deeper executive insights and market coverage.
Small Cap Breaking News You Can't Miss! Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:Nextech3D.ai (CSE: NTAR) Nextech3D.ai expanded its AI-powered enterprise platform into corporate gifting, adding a new, year-round revenue stream tied to employee recognition and rewards. Instead of launching a separate product, gifting is fully integrated into its existing event and engagement ecosystem—aimed at boosting platform usage, recurring revenue, and wallet share across large enterprise clients. Q3 earnings are scheduled for February 18, 2026.Tartisan Nickel Corp. (CSE: TN) Tartisan Nickel expanded its Turtle Pond property to 161 claims covering 3,375 hectares in northwestern Ontario. The added ground surrounds historical nickel-copper showings near the company's flagship Kenbridge project, strengthening its exploration footprint and setting the stage for potential surface work and drilling in 2026–27.AISIX Solutions Inc. (TSXV: AISX) AISIX reported strong industry interest following its wildfire-focused presentation at CatIQ Connect 2026. Insurance and government stakeholders engaged around its Wildfire 3.0 and Climate Genius platforms, highlighting growing demand for forward-looking wildfire risk data as climate-related losses rise.Atomic Minerals Corporation (TSXV: ATOM) Atomic Minerals signed a contract to begin an airborne magnetic survey at its 26,000+ hectare Mozzie Lake uranium project in northern Saskatchewan. The fully funded program will use modern geophysics to identify structures that could host uranium, building on historical drilling and supporting more targeted exploration in 2026.PyroGenesis Inc. (TSX: PYR) PyroGenesis confirmed independent verification that its pilot-scale fumed silica reactor is producing commercial-grade material meeting key performance benchmarks. The results validate scalability and support potential industrial applications—an important step toward commercialization alongside partner HPQ.Want more breaking small-cap news like this? Follow AGORACOM for daily investor updates—and don't miss our podcast for deeper dives into the stories behind the headlines:
When an emerging technology company quietly secures a larger slice of the engine driving its future, it can mark a seismic shift in long-term value creation.In this case, HPQ Silicon Inc. is lifting its stake in its French partner Novacium SAS by another 8.4 percentage points, taking ownership from 28.4% to 36.8% through an all-share deal valued at:C$4,033,425 / EUR 2.5 millionFor a portfolio spanning silicon anode batteries, autonomous hydrogen, and waste-to-value technologies, this higher stake deepens HPQ's claim on a multi-platform energy-transition business built in Europe.The valuation is unchanged from HPQ's 2025 step-up, but the underlying technology set and commercialization visibility are not. And that's where the leverage lies.Stake Jump: HPQ is acquiring 84 additional Novacium shares, raising ownership from 28.4% to 36.8% for C$4,033,425 (EUR 2.5M), at the same implied ~EUR 30M valuation used in February 2025.Share Currency: Consideration is 22,407,916 HPQ common shares at C$0.18, representing roughly 5.2% dilution in exchange for an 8.4% incremental equity stake. All shares are locked up for four months and one day.Platform Power: Novacium's portfolio spans:2025 saw patents filed, GEN3 batteries surpass 1,000 cycles, and strategic collaborations initiated.Global Upside: Beyond HPQ's exclusive North American licenses, the larger equity position increases HPQ's participation in international revenues and royalty streams tied to Novacium's technologies.Capital Discipline: The deal is arm's length, subject to TSX Venture Exchange and regulatory approvals, and preserves HPQ's cash while maintaining its renewed option framework to further increase ownership over the next four years.For decades, IP-heavy energy-transition platforms have created most of their value in private structures or offshore vehicles, leaving public-market investors with indirect or limited exposure.Legacy models often:Fragment licensing across regionsMisalign founders and partnersForce public partners to fund R&D without proportionate ownershipThat structure can work when technologies are speculative, but becomes a liability once platforms start to de-risk and commercialization paths come into focus.Novacium is an IP and execution engine advancing three interlocking pillars:Silicon anode materialsAutonomous hydrogen systemsCircular waste-to-value processesAll rooted in silicon and battery know-how.In 2025:GEN3 18650 cells using Novacium's silicon-based anodes retained 80%+ capacity after 900–1,000 cyclesDelivered roughly 30% more cumulative energy versus graphiteNew patents were filed on:HPQ's move to increase its equity stake at the same ~EUR 30M valuation effectively buys more of that de-risked portfolio at last year's price.By moving now, and paying in shares instead of cash, HPQ:Secures a stronger economic and governance positionPreserves balance-sheet flexibilityIn markets where batteries, hydrogen, and circular processes are converging into multi-billion-dollar verticals, HPQ is tightening its grip on the European engine underpinning much of its future pipeline.“This isn't a tactical tweak; it's a disciplined capital allocation decision. We're using shares to buy a bigger piece of a platform that's already de-risking and starting to blossom, without touching our cash. It moves us from just licensing North America to having a much larger claim on value creation across every geography as Novacium's technologies go to work.”HPQ is effectively trading 5.2% dilution today for a meaningfully larger stake in an asset whose IP, patents, and early battery and hydrogen results suggest far greater optionality than its unchanged ~EUR 30M valuation implies.For investors, this looks less like a one-off corporate reshuffle and more like HPQ's Google-buys-YouTube moment, a deliberate move to own more of the platform that could power its long-term energy-transition growth.
Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:HPQ Silicon Inc. (TSX-V: HPQ)HPQ Silicon increased its ownership in technology partner Novacium SAS to 36.8%, up from 28.4%, through a C$4.0 million all-share transaction. The move boosts HPQ's exposure to Novacium's silicon anode, hydrogen, and circular-economy platforms without using cash. Management says the deal strengthens long-term value participation while preserving capital for R&D and commercialization.Tartisan Nickel Corp. (CSE: TN)Tartisan reported solid new drill results from its Kenbridge project in Ontario, intersecting 10.7 metres of 1.58% nickel and 0.79% copper, including a higher-grade 5.0 metres of 3.02% nickel. Drilling is now moving below the existing shaft to test depth extensions, supporting the company's strategy to upgrade resources and expand the deposit.Nextech3D.ai (CSE: NTAR)Nextech3D.ai's Krafty Lab signed a new Tier 1 enterprise agreement with a multinational financial institution and expanded global in-person event delivery. Initial deployments span multiple countries, with a broader rollout planned for 2026. The update highlights growing demand from large enterprises for scalable, unified engagement platforms.ESGold Corp. (CSE: ESAU)ESGold unveiled a new 3D geological model at its Montauban project in Québec, identifying a deep, expanding mineralized corridor below historic workings. Management says the model supports a district-scale exploration thesis while aligning with near-term production plans, positioning Montauban as both a development and long-term discovery story.PyroGenesis Inc. (TSX: PYR)PyroGenesis confirmed independent verification that its pilot-scale fumed silica reactor is producing material meeting the key commercial “150” grade benchmark. The results validate scalability from lab to pilot plant and support industrial applications across coatings, batteries, and construction—an important milestone in its partnership with HPQ. Want more small-cap stories that matter? Follow AGORACOM for daily breaking news — and tune into the AGORACOM Podcast, where we go one-on-one with the CEOs shaping tomorrow's growth companies.
What You Need To KnowIndependent third-party validation confirms commercial-grade 150 fumed silica produced at pilot scaleValidation performed by a potential customer under an existing Letter of IntentResults support ongoing commercialization discussions, including with the party under LOIPerformance metrics, including viscosity, meet or exceed benchmark specificationsPlanning initiated for a potential dedicated production site as demand visibility improvesHere's how HPQ Silicon Inc. is positioning its proprietary process as a simplified, lower-barrier alternative with the potential to materially change production economics in a legacy industrial materials market.Fumed silica is a critical additive used to control thickness and stability in products ranging from toothpaste and cosmetics to adhesives, coatings, inks, and advanced industrial formulations. Despite its broad use, the industry has relied for decades on complex, fossil-fuel-intensive, multi-step manufacturing processes that are costly, environmentally burdensome, and dominated by a small number of global suppliers.HPQ's approach is fundamentally different. Its process converts quartz directly into fumed silica in a single step, eliminating several traditional intermediates. The result is a simplified production pathway that has the potential to reduce complexity and materially alter the cost structure associated with fumed silica manufacturing.While HPQ had previously demonstrated promising lab-scale results, commercialization in industrial materials depends on more than internal testing. Customers must confirm that a product performs within their own application and process requirements.That hurdle has now been cleared.Independent testing conducted by a potential customer under LOI confirmed that HPQ's pilot-scale material meets commercial-grade 150 specifications, including surface area and viscosity—two of the most important performance metrics buyers evaluate.“Until we had gotten this result, we were making a big claim. Now, we have the data to prove it.” — Bernard Tourillon, CEO, HPQ Silicon Inc.Commercial-grade 150 is not an experimental specification. It is a sellable, widely used product grade in today's market. Importantly, HPQ's material demonstrated viscosity performance above standard benchmarks for the 150 grade, a key factor in real-world applications where fumed silica is purchased specifically for its thickening and rheological properties.With validation in hand, HPQ reports that commercialization discussions have continued in parallel, including dialogue around the steps required to move toward an initial commercial-scale facility. While execution of the first plant remains the primary remaining risk, management emphasized that the most difficult technical transition—moving from lab to pilot scale—has already been completed.The fumed silica initiative is supported by a joint operating structure with PyroGenesis Inc., combining HPQ's commercial strategy with PyroGenesis' engineering and process expertise. This structure is designed to reduce execution risk as the project advances toward continuous operation and commercial-scale deployment.With independent customer validation, a defined commercialization pathway, and early planning for a dedicated production site, HPQ has moved its fumed silica initiative into a new phase. The remaining challenge is execution—building and operating the first commercial system—but the company now approaches that step with verified performance data, active industrial engagement, and a clearer line of sight to market demand.For investors seeking small-cap opportunities where technical risk has been substantially reduced and commercialization discussions are grounded in disclosed customer validation, this interview captures a moment where HPQ's fumed silica strategy begins to transition from promise to potential production.
HP Inc. (HPQ) faces a challenging week, with its stock plummeting to five-year lows. Brett Crowther analyzes the technical indicators, noting the stock's steady decline, recent breach of support levels, and a bear flag price pattern that could potentially see it drop to $19. Despite some bullish energy from the RSI, price action has not followed, and the stock struggles to find positive momentum. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.1) HPQ Silicon (TSX-V: HPQ) — Battery commercialization milestone HPQ Silicon and its partner Novacium secured IEC 62133 certification, one of the most widely recognized global safety standards for rechargeable lithium-ion batteries. Combined with UN 38.3 transport certification and UL 1642 U.S. safety approval, HPQ now checks the key regulatory boxes needed to sell its 18650 and 21700 battery cells across major international markets. Management says this shifts the focus from testing to commercial negotiations, customer qualification, and supply-chain discussions.2) Osisko Metals (TSX: OM) — Big copper intercepts ahead of a resource update Osisko reported multiple long copper intersections at the Gaspé Copper Project in Québec, including 748 metres averaging 0.27% Cu, plus 729 metres at 0.21% Cu and 585 metres at 0.24% Cu. The drilling includes both infill work (aimed at upgrading confidence in the existing resource) and expansion drilling (aimed at growing the deposit). The company is working toward a mineral resource estimate update in Q1 2026, with several deeper hits pointing to potential extensions beyond the current model.3) American Eagle Gold (TSX-V: AE) — South Zone keeps expanding at NAK American Eagle's latest drilling expanded the South Zone at its NAK copper-gold project in British Columbia, highlighted by 140 metres of 0.74% copper equivalent (CuEq) within 189 metres of 0.61% CuEq starting near surface, plus 130 metres of 0.62% CuEq within 409 metres of 0.33% CuEq. The company says South Zone dimensions now extend roughly 700m (E-W) x 500m (N-S) and over 800m deep, with ongoing drilling continuing as part of a planned 30,000-metre program.4) Aztec Minerals (TSX-V: AZT) — High-grade silver-equivalent from surface + bigger drill plan Aztec posted standout results at its Tombstone Project in Arizona, including 48.6 metres averaging 133.1 g/t silver equivalent (AgEq) from surface and 152.4 metres averaging 36.32 g/t AgEq from the collar, with higher-grade sections inside that interval. With mineralization showing up in 8 of 9 reported RC holes, Aztec expanded its drill program by 3,500 metres, increasing the planned total from 8,500m to 12,000m as it continues testing both shallow continuity and deeper targets.5) Gladiator Metals (TSX-V: GLAD) — New “Cub East” discovery delivers high-grade copper-gold Gladiator's maiden drilling at a new target near the historic Black Cub South pit in Yukon hit mineralization in all five holes. The headline result: 44.2 metres grading 1.69% Cu and 0.93 g/t Au, including 27 metres of 2.56% Cu and 1.44 g/t Au. The company says the new “Cub East” zone has been outlined across 300m of strike and 300m down-dip so far and remains open, while also validating its geophysics-first targeting approach. Drilling is expected to resume in February 2026 with a broader exploration push planned this year.Want more fast, investor-friendly small-cap updates like these? Follow AGORACOM for daily breaking news, and don't miss our show — follow the AGORACOM Podcast for interviews, insights, and real-time market narratives from the small-cap world.
After Alphabet (GOOGL) tapped a brand new all-time high and climbed to $4 trillion in market cap, analysts continued to increase price targets for the Mag 7 giant. As Diane King Hall mentions, Alphabet also collected yet another partnership with Wayfair (W). More positive tech headlines hit AMD Inc. (AMD) and Intel (INTC) when Keybanc upgraded both chipmakers. Diane turns to a laggard in HP Inc. (HPQ) after Goldman Sachs downgraded the stock. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What You Need To Know• Commercial-grade fumed silica achieved at pilot scale, triggering inbound interest• New technology demand could push fumed silica beyond existing global capacity• UL 1642 cell-level certification opens U.S. battery commercialization pathways• Hydrogen is advancing toward defined remote and industrial energy use casesIn this wide ranging discussion, Bernard Tourillon joins usto unpack what management describes as a turning point year. After years of development across three advanced material platforms, the conversation makes clear that HPQ is no longer operating in a purely R&D driven phase.The shift began when HPQ successfully replicated commercial grade fumed silica at pilot scale. That milestone did more than validate the process. It triggered unsolicited outreach from multiple external groups tied to advanced technology infrastructure.Management outlined why fumed silica is increasingly being viewed as a strategic material rather than a niche industrial input. Emerging technology infrastructure requires materials that can withstand higher performance thresholds, and existing supply chains may not be positioned to respond quickly.Today, roughly half of global fumed silica supply is produced in China. At the same time, traditional producers face long construction timelines, complex permitting, and high energy intensity when adding new capacity.HPQ's process takes a different approach by converting quartz directly into fumed silica in a single step. This enables faster permitting, simpler plant construction, and modular expansion once the first commercial facility is built.The company believes this structural advantage could become increasingly relevant if demand accelerates faster than incumbents can scale.On the battery side, HPQ achieved UL 1642 cell level certification, which management repeatedly described as a critical inflection point. Without this certification, customers face barriers related to insurance, transportation, and regulatory compliance.With certification now in place, discussions can move from technical interest to practical execution.According to Tourillon, this allows conversations to advance into customer qualification, volume planning, and partnership structures, particularly in the U.S. market. The company is now developing multiple battery iterations tailored to different performance profiles, including applications such as drones and mobility platforms.Government involvement was also highlighted as a form of validation rather than dependence. Funding is structured to support ongoing scale up as milestones are met, rather than requiring full capital commitment in advance.While hydrogen remains earlier in its commercialization timeline, management emphasized that its role is becoming more concrete. The technology is designed for decentralized energy environments where diesel remains the default option due to logistics and reliability constraints.Examples discussed include northern housing developments, mining camps, and remote industrial sites. HPQ's approach uses recycled aluminum as a stable energy carrier that can be stored indefinitely and activated on demand to produce energy and heat.Tourillon noted that economics and demand visibility are improving, with expectations that early 2026 will begin to demonstrate clearer commercial validation for this platform.One of the most consequential moments in the interview came during a candid discussion about corporate structure. With all three platforms advancing simultaneously, management acknowledged that the current structure may not fully reflect underlying value.“The reality is that the sum of our parts is bigger than the company.”Tourillon confirmed that 2026 is likely the year when formal separation processes begin, with fumed silica identified as the most probable first candidate for independence. The company is already structurally prepared for this outcome through existing subsidiaries.
In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn't) for long-term dividend growth investors in Europe.We cover:2025 portfolio returns & dividend income growthCurrency impact (USD vs EUR) on dividends Biggest wins, mistakes & lessons learnedDividend reinvestment & compounding in actionTax questions, spin-offs & dividend growth trackingListener Q&A on stocks like Starbucks, Alphabet, HPQ & moreWhat we'll do differently as dividend investors in 2026Join our premium dividend newsletter for in-depth European stock deep dives, dividend safety analysis, and long-term portfolio thinking. -> Pricing - Dividend TalkConnect with other dividend investors on Facebook or Discord to share ideas, ask questions, and stay motivated.Subscribe & followNew episodes every week on dividend investing, portfolio strategy, and building long-term wealth with dividends.See you on the Inside!
Active Management's Edge in Fixed IncomePassive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
WHAT YOU NEED TO KNOWCertification secured, enabling global shipment of HPQ's ENDURA+ lithium-ion battery cellsProduction capacity targeted at up to 1.5 million batteries per yearBattery samples delivered to prospective customers, with active commercial discussions underwayInitial battery revenue targeted for early 2026HPQ Silicon is moving from laboratory validation to real-world commercialization at a pace few early-stage battery companies achieve. CEO Bernard Tourillon outlines how a critical regulatory milestone, early customer engagement, and federal backing are converging to open near-term revenue pathways for the company's silicon-enhanced lithium-ion batteries.“Projects like HPQ Silicon's strengthen Canada's ability to manufacture components for high-performance batteries, and are creating a world-class battery ecosystem. ” – The Honourable Tim Hodgson, Minister of Energy and Natural ResourcesHPQ recently secured UN38.3 certification for its ENDURA+ 18650 and 21700 lithium-ion cells. For investors, this is not a technical footnote. UN38.3 is the global safety standard required to ship lithium batteries by air, sea, or land. Without it, commercial sales at scale are impossible.Tourillon explains that this certification clears what he calls “the logistical barrier,” allowing HPQ to move from limited sampling to meaningful customer orders and global distribution.“On our first full test run, we had no issues at all. That gives a very high level of confidence that our battery infrastructure is doing things the right way.”With certification secured, HPQ now has the ability to ship batteries in volume and support customer testing programs that lead to production orders. Management has confirmed current manufacturing capacity of approximately 1.5 million cells per year, a meaningful starting point for niche but fast-growing markets.Key commercialization signals discussed in the interview include:Battery samples already shipped to potential customersActive discussions underway with multiple prospective buyersAt least one strategic customer described as “very close” to initial ordersManagement targeting the start of battery-related revenue in early 2026Tourillon emphasized that certification timing was deliberate. Rather than rushing to market, HPQ chose to fully validate safety and quality, reducing the risk of recalls or failures that have derailed competitors.HPQ is not chasing mass-market commodity batteries. Instead, it is targeting applications where performance, longevity, and supply-chain security matter most.Discussed end markets include:E-bikes and electric mobilityDrones and specialized industrial equipmentHandheld and professional-grade power toolsStationary energy storage systems using 18650 and 21700 cellsA recurring theme in the discussion was growing interest from customers seeking non-Chinese battery supply. According to Tourillon, geopolitical risk and supply-chain concentration are driving new conversations that did not exist even two years ago.One of the more important insights for investors was HPQ's shift toward selling finished batteries rather than only supplying silicon-based anode material. Tourillon noted that margins on battery cells are expected to exceed those achievable by selling materials alone.In simple terms, HPQ captures more value by controlling the final product while keeping the option open to partner with larger manufacturers in the future.HPQ's progress is reinforced by up to $3 million in Canadian federal funding to support battery manufacturing infrastructure. Management views this as both validation and leverage, enabling the company to pursue a hybrid strategy: selling batteries directly today while retaining flexibility to license materials or partner at scale later.
Send us a textHomerun Resources, Inc. is developing a vertically integrated HPQ silica to glass enterprise in Brazil that looks to provide a less expensive, environmentally friendly alternative to China's dominance in solar panel and other technology verticals, augmented by proprietary AI-based energy management systems.
Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making meaningful moves today—covering clean energy, AI, and gold exploration.HPQ Silicon (TSX-V: HPQ)HPQ Silicon reached a major commercialization milestone after securing UN 38.3 certification for its ENDURA+ lithium-ion battery cells. This globally required certification allows HPQ to safely ship its high-performance 18650 and 21700 cells worldwide by air, land, and sea. For investors, this marks HPQ's transition from R&D into commercial readiness, opening the door to customer qualification programs, global partnerships, and near-term revenue opportunities across electric mobility, robotics, and industrial markets.Nextech3D.ai (CSE: NTAR)Nextech3D.ai strengthened its growth engine by appointing veteran sales executive James McGuinness as Global Head of Sales. With decades of experience scaling enterprise SaaS and event-technology platforms, McGuinness has already built out a full sales team. The move signals Nextech3D.ai's shift into a revenue-focused execution phase as demand grows for its unified AI-powered event and spatial computing platform heading into 2026.Newcore Gold (TSX-V: NCAU)Newcore Gold reported additional near-surface gold intersections at its Enchi Gold Project in Ghana, including 3.16 g/t gold over 3 metres and 0.78 g/t gold over 16 metres. Nearly all drill holes in the current program have intersected gold, reinforcing continuity across the Boin Deposit. These results support Newcore's plan to advance Enchi toward a Pre-Feasibility Study in the first half of 2026 while continuing to test higher-grade potential at depth.Onyx Gold (TSX-V: ONYX)Onyx Gold delivered another strong drilling update from its Munro-Croesus Project in Ontario, reporting 194 metres grading 1.8 g/t gold at the Argus North Zone, including multiple higher-grade intervals. The results confirm continuity between drill holes, expand the mineralized footprint to roughly 900 metres of strike, and support a growing discovery in the prolific Timmins gold camp. With a well-funded treasury, Onyx says it is positioned to continue aggressive exploration through 2026.Loncor Gold (TSX: LN)Loncor Gold cleared a major transaction milestone after receiving final court approval for its proposed acquisition by a subsidiary of China's Chengtun Mining Group. While the deal is not yet closed, the court order significantly reduces procedural risk. If completed, the transaction would transition Loncor and its multi-million-ounce Adumbi gold resource in the Democratic Republic of the Congo into the hands of a larger global mining group.Stay ahead of the small-cap story.Follow AGORACOM for more breaking small-cap news, in-depth company coverage, and investor insights—and don't forget to followhttps://spotifycreators-web.app.link/e/mB8A9pKJ9Yb
What You Need To Know:First prototype targeted for Q3–Q4 2026, with subsystems already operationalPlanned output of ~20 kg of hydrogen/day, enough to power 10 homes or 80–100 drone flights dailyStrong probability of grant funding to build the first full-scale systemPre-order demand expected as demonstrations roll outHPQ holds exclusive North American commercialization rightsHere's how HPQ is positioning METAGENE™ as a cost-effective, transport-free hydrogen solution for high-value remote and defense markets.HPQ Silicon and its affiliate Novacium are moving closer to a breakthrough in decentralized clean power: hydrogen generated on-site without electricity, storage tanks, or hazardous transport. The METAGENE™ system converts an aluminum–silicon block into hydrogen at the point of use, addressing the sector's largest economic constraint — hydrogen becomes uneconomical once transported more than 200 kilometers from the production source.By eliminating transport entirely, METAGENE™ can deliver hydrogen at significantly lower cost, with internal analysis suggesting potential savings of up to 50% in remote regions.HPQ's collaboration with AD-VENTA adds further acceleration. Instead of developing compressors and high-pressure modules internally, HPQ will integrate its reactors directly into AD-VENTA's existing hydrogen station platform, reducing engineering time and technical risk.METAGENE™ is built for environments where traditional hydrogen supply chains fail — either due to cost, safety, or regulatory restrictions. Defense applications, particularly long-endurance hydrogen-powered drones, represent HPQ's first and most active commercialization lane. Pressurized hydrogen cannot be flown into these locations, but METAGENE™ can be deployed safely, on-site, and on demand.Expected output of 20 kg/day translates to roughly 400 kilowatt hours of electricity when paired with high-efficiency fuel cells. This is enough to power remote medical stations, military installations, or high-volume drone operations used in pipeline and high-voltage grid inspections. These are markets where reliable, clean, long-duration energy is both scarce and expensive.HPQ's progress is reinforced by independent validation from AD-VENTA's CEO, Jean-Luc Mussot, who reviewed the system before entering the partnership:“It represents an important advancement for decentralized high-pressure hydrogen production, especially in off-grid environments where heavy infrastructure is impractical.”For investors, third-party technical endorsement strengthens confidence in the system's viability as HPQ approaches the commercialization phase.HPQ reports that the METAGENE™ reactor design is complete, and integration with AD-VENTA is underway. A commercial prototype is scheduled for Q3–Q4 2026, supported by expected grant funding. The company anticipates that pre-orders — particularly from drone, defense, and remote industrial operators — may begin once the demonstration unit is unveiled.An explainer video is planned for early 2026 to support outreach at major mining and technology events, including the PDAC conference, where HPQ intends to showcase concept demonstrations and early proof-of-performance footage.With a clear development timeline, demonstrated cost advantages, and multiple high-value markets demanding alternatives to traditional hydrogen transport, HPQ is positioning METAGENE™ as a practical solution to longstanding energy challenges. The ability to pair on-demand hydrogen generation with AD-VENTA's proven high-pressure infrastructure gives HPQ a credible and accelerated path toward commercialization — and a compelling case for investor attention as the technology moves toward market entry.A NEW APPROACH TO REMOTE ENERGY GENERATIONWHY THIS MATTERS FOR EMERGING COMMERCIAL MARKETSVALIDATION FROM A HYDROGEN INDUSTRY EXPERTMILESTONES AND THE PATH TO MARKETTHE OUTLOOK: A TECHNOLOGY APPROACHING INFLECTION
This week on Dividend Talk, we sit down together to look ahead to 2026 and ask a big question: is now the perfect moment to review and refine our dividend growth investing strategy?Every Friday, we chat about dividend stocks, and in this episode, we're diving deep into planning, discipline, and staying focused when the market (and the holiday season!) tests our impulses.We kick things off with some Black Friday fun, then move into what really matters:Why now is the right time to review our 2026 dividend planHow we avoid emotional decisions during the busiest time of the yearThe latest dividend news: HPQ, LVMH, Alimentation Couche-Tard, Omnicom, real estate REITs and moreWhat falling oil prices and weak consumer trends might mean for dividend investorsInsights from Goldman Sachs and Allianz on expected European equity performanceOur biggest lessons from past years — from dividend safety to tax optimisationHow to prepare your portfolio for next year's opportunities and risksAnd of course, your listener questions on income factory theory, REITs, AI disruption, sin stocks, and how we experience the real “snowball effect” of compoundingIf you want to continue the conversation, you can join our growing community of European dividend investors on Facebook or Discord — we're always there sharing ideas, lessons, and motivation.See you on the inside!Useful links: Continue the conversation with our community at Facebook or Discord 20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at https://www.dividendtalk.eu
Tom White and Diane King Hall serve up a full plate of tech stock takeaways, starting with the story of the week: Alphabet (GOOGL) vs Nvidia (NVDA). Tom calls the pullback in Nvidia a "headscratcher" as the company releases comments saying their chips are a "generation ahead" of Google's TPUs. Meanwhile, Tom hops over to HP Inc. (HPQ) as the A.I. infrastructure company eked out an earnings beat in its 4Q report. He notes the company underlining elevated memory prices impacting margins and the 6K job cuts announced alongside an A.I. productivity push. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE floor. She kicks off an earnings deep dive with Nicole Petallides into three movers this morning: Dell (DELL), HP Inc. (HPQ), and Deere (DE). For Dell, she points to the AI server boom impacting its business. Meanwhile, HP Inc. shares were looking for direction as the company cuts 6k jobs and looks to add more AI efficiency in its labor force. Deere shares are diving as outlook disappoints and the agriculture machinery business addresses tariff costs continuing into 2026.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Dell Technologies (DELL) got a double downgrade from Morgan Stanley due to a surge in memory prices that the firm believes will hit margins. Morgan Stanley also downgraded HP Enterprise (HPE) and HP Inc. (HPQ). Marley Kayden offers more insight into the analyst downgrades and how the narrative correlates with the stock rallies in names like Micron (MU) and Western Digital (WDC). @ProsperTradingAcademy's Charles Moon offers an example options trade for Dell. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
When a company proves it can do what's never been done before - producing commercial-grade fumed silica directly from quartz in a single step - it marks a seismic shift in a century-old industry. HPQ Silicon (TSX-V: HPQ / OTCQB: HPQFF) has just crossed that line, confirming independent pilot-scale validation of its breakthrough plasma process.WHAT YOU NEED TO KNOW • Binary ON: HPQ replicated McGill-verified lab results at pilot scale — confirming commercial-grade purity and surface area. • Industry Validation: An LOI remains active with the largest fumed silica manufacturer in the world to evaluate pilot samples. • Commercial Stage Begins: Independent results open the door to direct engagement with multiple industrial buyers under NDA. • Canadian Advantage: Positioned to capture up to 50% of Canada's $200M market, which currently imports 100% of its supply. • High-Margin Economics: Targeting ~70% gross profit margins on a market-priced product ($5K–$6K/ton).STRATEGIC IMPLICATIONSFor decades, the global fumed silica industry — valued in the billions — has relied on a fossil-fuel-intensive process that's toxic and expensive. HPQ's one-step, plasma-based system eliminates hydrogen chloride, slashes CO₂ by 84%, and reduces energy use by 87%.With federal and Québec government support funding two-thirds of its pilot costs, HPQ is now transitioning from R&D to commercialization — a rare pivot point where innovation meets execution.CEO BERNARD TOURILLON:“This is a massive milestone. We've replicated our lab results at pilot scale — a world first. That means we can now move from saying ‘we will' to ‘we have,' and start direct commercial discussions.”INVESTOR TAKEAWAYHPQ Silicon has achieved what legacy players could not: proven scalability, independent validation, and a clean, cost-efficient pathway to domestic production. With major industry interest, government alignment, and multiple verticals advancing in parallel, HPQ isn't just innovating — it's redefining how fumed silica will be made and monetized in the clean-tech era.
HPQ Silicon Inc. (TSX-V: HPQ / OTCQB: HPQFF)HPQ Silicon welcomed Canada's 2025 Federal Budget, which commits $141 billion toward productivity, clean manufacturing, and energy transition — priorities that align directly with HPQ's three innovation pillars: Fumed Silica, ENDURA+ Batteries, and METAGENE™ Hydrogen. CEO Bernard Tourillon applauded the federal focus on domestic industrial capacity, reinforcing HPQ's mission to build world-class clean-tech solutions in Canada.LaFleur Minerals Inc. (CSE: LFLR / OTCQB: LFLRF)LaFleur Minerals advanced confirmation drilling at its Swanson Gold Deposit to support the restart of the Beacon Gold Mill and the completion of a Preliminary Economic Assessment. With both assets 100% owned and just 60 km apart in Québec's Abitibi Belt, LaFleur is positioning itself as one of the province's next near-term gold producers as gold prices remain strong.AISIX Solutions Inc. (TSXV: AISX)AISIX Solutions announced a pilot partnership with a major Canadian insurance brokerage to deploy its AI-driven Climate Genius platform across up to 500 insured properties. The 30-day evaluation will assess real-world wildfire-risk data performance and integration potential as AISIX continues expanding its Artificial Intelligence-powered climate-risk analytics footprint.Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF)Power Metallic Mines reported assay results from its summer drill program at the Nisk Project, highlighted by 5.35 metres grading 11.97% Cu (16.35% CuEqRec) in hole PML-25-022 from the Lion Zone. Infill drilling defined mineralization along high-grade shoots and outlined the zone geometry to a confidence level supporting a future mineral resource estimate to the Indicated classification. The company also announced a more than 600% increase in its land package, expanding its holdings across the James Bay region. Freegold Ventures Ltd. (TSX: FVL) (OTCQX: FGOVF)Freegold Ventures reported 3.63 g/t Au over 45.4m within 277.1m grading 1.24 g/t Au in hole GS2523 at the Golden Summit Project near Fairbanks, Alaska. Additional results included 1.16 g/t Au over 44.7m (GS2509), 3.30 g/t Au over 18.3m (GS2511), and 1.44 g/t Au over 36.6m (GS2514). The ongoing 2025 program—49 holes totaling 31,754m—continues to expand the Dolphin and WOW Zones and advance work toward a Pre-Feasibility Study.
HPQ Silicon Inc. (TSX-V: HPQ / OTCQB: HPQFF)HPQ Silicon received its first industrial shipments of ENDURA+ lithium-ion battery cells, marking a key milestone toward commercial validation. The pre-commercial units will be distributed to selected testers across the mobility, energy-storage, and defense sectors as part of field-evaluation programs supporting HPQ's goal of building a North American supply chain for advanced battery materials.AISIX Solutions Inc. (TSXV: AISX)AISIX Solutions signed an MOU with a leading Canadian insurance brokerage to pilot its Climate Genius wildfire-risk intelligence platform across up to 500 insured properties. The 30-day evaluation will assess data quality, operational utility, and integration potential as AISIX continues positioning its Artificial Intelligence technology at the forefront of climate-risk analytics.ESGold Corp. (CSE: ESAU / OTCQB: ESAUF)ESGold confirmed its final processing methodology at the Montauban Gold-Silver Project in Quebec, validating the rail-tailings feedstock approach and signaling that construction is nearing completion. With metallurgical testing complete and project development advancing ahead of schedule, ESGold is now transitioning toward production readiness.Gold X2 Mining Inc. (TSXV: AUXX / OTCQB: GSHRF)Gold X2 reported strong grade-control drill results from its Moss Main Zone, highlighted by 69.65 metres grading 1.63 g/t gold and 10 metres at 7.09 g/t gold. The intercepts confirm continuity across high-grade shear corridors and strengthen the company's pathway toward a mineral-resource estimate and future feasibility study.Argenta Silver Corp. (TSXV: AGAG / OTCQB: AGAGF)Argenta Silver announced high-grade assay results from its El Quevar Project in Argentina, including 263 g/t silver over 35 metres and 425 g/t silver over 6 metres. The results confirm continuity at the Yaxtché Deposit, reveal a new mineralized trend, and position Argenta for a fully funded next phase of drilling in one of South America's most prospective silver districts.
“Projects like HPQ Silicon's strengthen Canada's ability to manufacture components for high-performance batteries, and are creating a world-class battery ecosystem…” – The Honourable Tim Hodgson, Minister of Energy and Natural Resources“Canada is taking action to build a nation that is ready to unlock the strength, potential and innovation of our workers, businesses, and resources. The work being done by HPQ Silicon is a key part of that goal.” - Claude Guay, Parliamentary Secretary to the Minister of Energy and Natural ResourcesHPQ Silicon $HPQ / $HPQFF announced it has been awarded up to C$3 million in federal funding to accelerate commercialization of its silicon-based anode materials—a key component that can increase the capacity of lithium-ion batteries. The funding is non-dilutive (no new shares issued) and is aimed at moving from lab success to scaled manufacturing.Silicon anodes can store more energy than conventional graphite alone, but historically they've faced swelling and durability issues. HPQ Silicon has addressed major integration challenges and produced commercial-grade material designed to deliver meaningful performance gains over 1,000 charge cycles—a hurdle that has limited broader adoption.CEO Bernard Tourillon outlines a near-term plan to scale production capacity and finalize equipment manufacturing with its R&D and engineering partners over the next 3–6 months. The goal: move from pilot output to an initial commercial line sized for meaningful cell volumes, with the company referencing a 50-ton per year material system as a stepping stone to larger deployments.Beyond the federal award, HPQ emphasized that the funding came after a rigorous, multi-stage government review process that effectively validates its technology and commercial approach. The company continues to work closely with its specialist R&D partner to refine the production system and has already been invited to participate in upcoming industry and government showcases, underscoring its role in Canada's broader battery ecosystem. Together, these elements provide not just financial support, but also external recognition that positions HPQ as a credible player in the emerging market for advanced battery materials.Bernard Tourillon underscored that the demand for more efficient batteries is only increasing, driven by rising global energy needs—even as active populations plateau. He highlighted that industry experts view lithium-based batteries enhanced with graphite and silicon as the long-term path forward, much like how solar technology became the dominant standard after years of incremental improvement. HPQ's silicon anode material, validated through government funding, is designed to integrate directly into existing battery production lines. This positions both HPQ and Canada to be competitive players in a market that will continue to expand as efficiency, scalability, and cost-effectiveness remain top priorities worldwide.The interview frames a credible multi step-change for HPQ: government validation, non-dilutive capital, a defined 3–6 month scale-up plan, and a cost pathway via continuous processing. Execution remains key, but the risk-reward has improved as the company moves from “talking the talk” to building capacity for commercial orders. WHAT'S NEWWHY IT MATTERSCOMMERCIAL PATH AND TIMING 3RD PARTY VALIDATION MARKET POTENTIALTHE TAKEAWAY
Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.HPQ Silicon (TSX-V: HPQ) — Up to $3M Federal Boost to Scale Battery MaterialsHPQ won up to $3 million from Natural Resources Canada's Energy Innovation Program to fast-track a 50-tonne/year continuous production facility for silicon-based anode material. The plant underpins HPQ's ENDURA+ batteries (18650 & 21700 formats) and advances a made-in-Canada battery supply chain. Management says the funding accelerates commercialization and positions HPQ as a domestic anchor supplier.Scorpio Gold (TSX-V: SGN) — First Modern Resource at Nevada's Manhattan DistrictScorpio unveiled a maiden resource of ~740,000 oz gold at 1.26 g/t across the Goldwedge and Manhattan Pit areas—built from ~92,600 m of historic drilling. The company has already drilled ~6,000 m in 2025 (more rigs coming), with the goal of growing and upgrading resources and testing high-grade feeder zones in a district just south of Round Mountain.Allied Critical Metals (CSE: ACM) — Portugal Tungsten Target Grows as Prices Hit HighsDrilling at Borralha's Santa Helena breccia returned long tungsten runs, including 100.0 m @ 0.21% WO₃ (with higher-grade intervals up to 0.74% WO₃), plus 2.0 m @ 0.97% WO₃ and a new northern deep lode (64.0 m @ 0.12% WO₃). With tungsten at ~$550/MTU (up more than 40% in four months), Allied is fully funded for more drilling and targeting a Q4 2025 resource and PEA, positioning Borralha as a Western-aligned supply option for a critical metal.Beauce Gold Fields (TSX-V: BGF) — 4-km Gold Trend Confirmed, New Mineralized Fault DiscoveredA 13-hole program at Beauceville, QC, confirmed Saddle Reef gold along ~4 km and uncovered a gold-bearing fault. Highlights: 2.0 g/t Au over 4.0 m including 5.2 g/t over 0.5 m (near the fold axis) and 0.8 g/t over 9.5 m in the new fault (incl. 2.3 g/t over 1.0 m). Zones remain open laterally and at depth; next steps include mapping, geochem, geophysics and permitting to support follow-up drilling.—Want more timely small-cap coverage? Follow AGORACOM for breaking news, interviews, and updates.
UNLOCKING COMMERCIAL SCALE: 1.5M CELLS TODAY, SCALABLE TO 40MHPQ ENDURA+ 18650 batteries showcase the performance edge of silicon anodes, extending cycle life up to 1,000 charges.Controlled supply chain ensures HPQ can deliver product and prove capacity to partners.HPQ Silicon $HPQ / $HPQFF is moving from promise to proof. In our latest interview, CEO Bernard Tourillon explains how the company is translating lab-scale production into commercial opportunity—projecting annual output of 1.5 million high-performance HPQ ENDURA+ lithium-ion cells powered by its proprietary silicon-based anode material.The message is clear: HPQ is not just developing next-generation materials. It is showing the market it can scale.COMMERCIALIZATION PATHHPQ's strategy combines two critical moves:MARKET OPPORTUNITYThe silicon anode materials market is forecast to reach $130 billion within a few years. HPQ's ability to produce cells at scale positions it to capture early niche markets such as e-bikes, power tools, and drones—sectors where agile small caps can gain share before competing with global giants.STRATEGIC OUTLOOKTourillon frames the company's approach as “low-capex, high-margin.” By leveraging subcontractors for assembly, HPQ minimizes upfront risk while maximizing value creation. Scaling from 2 tons to 50 tons of material capacity could expand output from 1.5M to as much as 40M cells per year—transforming lab innovation into industrial-scale business.“With just 2 tons of silicon anode material, we can make 1.5 million batteries. That's the power of our technology—and why industry partners are starting to take notice.” — Bernard Tourillon, CEOBOTTOM LINE FOR INVESTORSHPQ is positioning itself as a disruptive small-cap contender in one of the fastest-growing markets in energy storage. With capacity projections now quantified and industry interest building, the company is entering commercialization with the potential for transformative growth.This is more than a milestone—it's an inflection point in HPQ's strategy to secure its place in the global battery supply chain.
When a leading global manufacturer of fumed silica asks a small cap company for product samples and then confirms those samples meet commercial-grade standards, it signals more than validation. It signals disruption. HPQ Silicon (TSX-V: HPQ, OTCQB: HPQFF) has achieved exactly that, advancing its one-step, cleaner, and lower-cost process for producing fumed silica from quartz.Independent Validation: Confirmed by a top global fumed silica producerGlobal Interest: 6 of the top 7 players in the world are interestedLOI With World Leader: The biggest fumed silica maker in the world has already signed an LOIScale-up achieved: After 60+ lab-scale tests producing grams of material, HPQ is now producing kilograms at pilot scale.Fumed silica is a ubiquitous material, used in food, cosmetics, construction, and advanced manufacturing. Today's market is dominated by a few entrenched players with billions invested in traditional production methods. HPQ's process lowers barriers to entry, potentially enabling even quartz deposit holders to participate in higher-value fumed silica production rather than selling raw material at low margins.As HPQ CEO Bernard Tourillon explained:“This is a pivotal validation of both the process and the product—confirming that we can now produce commercial-grade fumed silica in a single-step, scalable operation.”Management emphasized the importance of pursuing commercialization strategically, including funding commitments and offtake agreements, while safeguarding shareholder interests and intellectual property. HPQ also benefits from the support of institutional investor Investissement Québec, which holds an 8% stake — an often-overlooked factor that strengthens its position in any potential negotiations.Test #6 marks the turning point where HPQ can begin serious NDA and LOI discussions with industry partners. The company's next target is to push surface area performance above 200 m²/g, opening the door to the highest-value grades of fumed silica.With third-party validation, a dramatic scale-up from grams to kilograms, and confirmation that its bold claim is now reality, HPQ Silicon has crossed a critical threshold. In an industry ripe for innovation, HPQ is positioning itself as a potential paradigm-shifter — one that could redefine cost structures, environmental standards, and competitive dynamics across the global fumed silica market.WHAT YOU NEED TO KNOWSTRATEGIC IMPLICATIONS FOR COMMERICIALIZATION PROTECTING SHAREHOLDER VALUETHE ROAD AHEADINVESTOR TAKAWAY
Small Cap Breaking News You Can't Miss! Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.HPQ Silicon (TSX-V: HPQ) HPQ produced commercial-grade fumed silica at pilot scale using its single-step process, independently validated at 136 m²/g surface area. This meets and begins to exceed standard commercial specs, positioning HPQ for higher-value segments as it targets 200+ m²/g products next. Management says the cleaner, lower-cost route could open doors to premium markets and offtake discussions.NuRAN Wireless (CSE: NUR) NuRAN landed a C$7.2M CAPEX contract to deploy up to 200 rural mobile sites over three years in West Africa. The milestone-based, turnkey deal names NuRAN lead contractor for radios, towers, power and installs, with potential follow-on operations & maintenance work. The company expects margins to support expansion of its recurring NaaS model.Great Atlantic Resources (TSX-V: GR) The company completed regional trenching at the 100% owned Golden Promise property (Newfoundland), collecting 38 trench samples plus five follow-ups; assays are pending. Work tightens the link between past soil/rock anomalies and bedrock, feeding drill target selection while the Jaclyn Main Zone bulk sample remains the near-term focus.Osisko Metals (TSX: OM) At Gaspé Copper (Québec), Osisko hit its longest continuous intercept to date: 1,117.5 m @ 0.25% Cu (0.35% CuEq) in hole 30-1097. With 10 rigs turning and 65,000+ m drilled so far, infill and step-outs continue through December ahead of a Q1 2026 resource update—supporting the scale case for one of Eastern North America's largest undeveloped copper assets.Fury Gold Mines (TSX/NYSE American: FURY) Fury reported 59 m @ 1.59 g/t gold at Sakami (Québec) plus a new 1.5 m @ 546 g/t silver hit from a lightly tested unit. Mineralization at La Pointe Extension remains open at depth and to the west; assays from four holes are pending, with management calling the system robust and evolving. For more fast, factual small-cap updates, follow AGORACOM across our channels—and subscribe to the AGORACOM Small Cap Podcast for breaking news rundowns and CEO interviews.
FROM LAB SUCCESS TO MARKET-READY PRODUCTHPQ Silicon $HPQ / $HPQFF has moved from prototype to production in record time, delivering its first commercial-scale silicon-anode battery cells — a milestone that positions the company at the forefront of a ~$16B market for mobility, electronics, and energy storage.The company began manufacturing HPQ ENDURA+ 18650 and 21700 cells, delivering 4,000 mAh and 6,000 mAh capacity with lifespans approaching 1,000 cycles — performance that CEO Bernard Tourillon says is “unheard of” in commercially sized batteries. Independent third-party validation confirmed the results first achieved at the lab scale are now replicable in industrial production.GLOBAL INTEREST AND STRATEGIC POSITIONINGInquiries from Asia, Europe, and North America including power tool, e-bike, drone, and military suppliersPartnership discussions underway with industry leaders, including graphite producers seeking to enhance their products with HPQ's silicon-anode materialAbility to integrate into existing battery manufacturing lines without costly retooling“We continue to receive inquiries from global potential customers and are engaging in technical discussions with leading industry players… With production now underway, we anticipate an acceleration of partnership opportunities as soon as we start delivering.” — Bernard Tourillon, CEO, HPQ SiliconSCALABLE GROWTH POTENTIALThe company estimates that a 50-ton annual production facility for its proprietary silicon-anode material — an investment of $5–$7 million — could supply up to 25–30 million batteries. With North American exclusivity via its partnership with Novacium, HPQ is positioned to scale quickly as orders come in.HPQ has compressed the typical multi-year commercialization cycle into under 18 months, leapfrogging the pilot phase and moving directly to commercial manufacturing. By demonstrating its technology in market-ready cells, HPQ aims to convert competitors into customers, accelerate adoption, and secure a foothold in high-value battery segments.Bottom line: HPQ Silicon is no longer just developing — it's delivering. With global attention, validated performance, and a clear path to scale, the company is poised to become a key supplier in the next generation of high-performance batteries.WHY INVESTORS ARE WATCHING
In this week's episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter. We also dive into three big names making headlines: Wolters Kluwer's sharp share price drop and the fear of AI disruption, Novo Nordisk's earnings and competition with Eli Lilly, and UnitedHealth's reduced outlook. Along the way, we cover dividend hikes and cuts from around the globe, have some laughs over corporate slogans, and answer a packed list of listener questions ranging from sector risks to portfolio construction. SEE YOU ON THE INSIDE!! Tickers discussed: WKL.AS, NVO, LLY, UNH, HEIA.AS, NN.AS, AD.AS, ITW, CLX, AWR, WHR, LGEN.L, MRK, LVMH.PA, TGT, LYB, NKE,CVX, HPQ, MSFT, SHEL, BTI, BAM, BAES.L, HORNB.BR, UPS, PEP, CCOI, ORA.PA,ASR.AS, ASML.AS, UL, GLB.IR, KRZ.F, KESKOB.HE, KNEBV.HE, SAMPO.HE, AGE.BR, XIOR.BR,ASC.BR, SHL.DE, DEF.F, NVO-B.CO, VICI, RY, DOL.TO, FTS.TO, UKW.L, VOLVB.ST,INVE-A.ST, INVE-B.ST, SEB-A.ST, SWED-A.ST, HAND-B.ST, SHELL.AS, VIE.PA, O,SECUB.ST, ABBV, BAYN.DE. Join us :[Facebook] - Https://www.facebook.com/groups/dividendtalk[Twitter] - @DividendTalk_ , @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/how-it-works
Small Cap Breaking News You Can't Miss! Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:Draganfly Lands Deal with Fortune 50 Telecom Giant@DraganflyInc (CSE: DPRO) has secured a major commercial win with the sale of its Heavy Lift drone systems to a Fortune 50 telecom company. The drones, validated through a partnership with Infinity Communications, will aid in emergency supply delivery and restoring communications during disasters. With modular payloads, long-range capabilities, and rapid deployment, Draganfly's tech is now at the frontline of emergency response innovation.HPQ Launches First Commercial Battery Brand: Endura@HPQ_Silicon (TSX-V: HPQ) unveiled HPQ Endura, its first commercial battery line powered by GEN3 silicon-based anode tech developed with Novacium SAS. Targeting the booming cylindrical battery market, Endura cells deliver up to 6,000 mAh with extended lifespan and enhanced energy density. With licensing rights across North America, HPQ is eyeing a slice of a $45B+ market by 2033.Northern Superior Hits High-Grade Gold in Quebec@SuperiorNorthern (TSXV: SUP) released standout drill results from its Philibert Gold Project, including 101 g/t gold over 1m and 65m zones of mineralization. Located in the Chibougamau Gold Camp, the project's near-surface, open-pit potential is growing alongside its strategic consolidation of over 68,000 hectares — making it a serious player near IAMGOLD's Nelligan.NexGold Reports 1,010 g/t Gold Hit at Goldboro@NexGold (TSXV: NEXG) continues to deliver at its Goldboro Open Pit Project in Nova Scotia. New assays include 40.09 g/t gold over 17.7m, with a jaw-dropping 1,010 g/t over 0.5m. With 85% of its 26,854m infill drill program reported, NexGold is set for a major mineral resource update and feasibility study later this year — positioning itself for open-pit development success.Aurania Identifies Large Porphyry Copper Target in Ecuador@AuraniaResources (TSXV: ARU) has confirmed a 6 km x 4 km hydrothermal alteration zone at its Awacha Project — a hallmark of porphyry copper systems. Supported by expert validation from Dr. Steve Garwin, the target includes a 2.2 km x 1.2 km drill zone with surface samples up to 0.37% Cu. Awacha is now officially drill-ready, with high discovery potential in one of South America's most promising copper belts.Follow AGORACOM for real-time small-cap news that moves markets
WHAT YOU NEED TO KNOWA signed Letter of Intent with the world's largest fumed silica producer highlights industry confidence and commercial interestInterest from additional potential partners is growingPhase 2 testing begins in August, with expectations of producing commercial-grade material in just one or two production runsDiscussions around long-term offtake agreements are expected to accelerate once consistent commercial-grade output is achievedDISRUPTING A LEGACY INDUSTRYHPQ Silicon is advancing a breakthrough process for manufacturing fumed silica, an essential material used in cosmetics, toothpaste, food additives, and industrial products. Traditional production methods, unchanged since 1944, are costly, fossil-fuel intensive, and environmentally harmful. HPQ's proprietary approach promises a cleaner, more efficient, and potentially superior alternative.INDEPENDENT ANALYSIS CONFIRMS PROGRESSRecent production tests delivered a major leap forward, validated by independent analysis from a lab serving global fumed silica manufacturers. These results confirm HPQ's material is within reach of commercial-grade output.“Independent analysis confirms we are very close to commercial-grade material. It's not just progress—it's a leap forward,” said Bernard Tourillon, CEO of HPQ Silicon.BEYOND FUMED SILICADespite a share price not yet reflecting these milestones—due largely to external market factors—HPQ continues to advance multiple projects, including next-generation battery technologies and hydrogen initiatives, expanding its portfolio of clean technology solutions.OUTLOOKHPQ is on the verge of commercial viability for its fumed silica process while setting its sights on exceeding conventional product performance. With validated results, growing strategic interest, and additional clean energy initiatives, HPQ is well positioned for accelerated commercialization and long-term growth.Watch the full interview to hear how HPQ plans to capitalize on this momentum and drive shareholder value.
HPQ Silicon $HPQ $HPQFF is making a bold leap into battery commercialization—targeting Q3 2025 to launch its own line of high-performance 18650 and 21700 battery cells for the North American market. The company is now bypassing the traditional two-phase rollout strategy and entering production concurrently with its French R&D partner, Novacium. This shift not only accelerates market access but does so without major capital expenditures, thanks to an outsourced manufacturing model.WHY IT MATTERS TO INVESTORSThis isn't just a pilot project—it's a clear step into revenue-generating operations. HPQ is leveraging its exclusive North American license to manufacture next-gen silicon-enhanced lithium-ion batteries, addressing surging demand in mobility, power tools, and defense.“We're positioned to deliver our own high-performance 18650 and 21700 batteries to the North American market by the end of Q3 2025—unlocking the full commercial value of our exclusive license.” — Bernard Tourillon, President & CEO, HPQ SiliconKEY HIGHLIGHTSZero Capex Entry: Batteries will be produced under HPQ specifications by third-party manufacturers—removing upfront riskPerformance Advantage: Independent testing shows HPQ's Gen 3 battery tech delivers 20–30% more energy over 1,000+ cycles—outlasting common cells that fail after 300Expanding Inquiries: HPQ has confirmed interest from North American stakeholdersDistribution Strategy Underway: Early B2B outreach has begun with spec sheets already requested from potential customers and branding development in progressScalable Opportunity: A 50-ton pilot plant could support production of up to 5 million battery cells, aligning with commercial scale needsWHAT SETS HPQ APARTHPQ Silicon isn't just chasing the battery trend—it's entering with a sellable product, validated performance metrics, and a path to early revenues before building out infrastructure. The company retains flexibility to scale production while maintaining margin strength due to premium battery performance.OUTLOOKThe move to commercialize batteries after years of R&D positions HPQ to potentially sign its first battery contracts before year-end. For investors seeking exposure to the energy transition without the usual Capex risk, HPQ's current trajectory deserves serious attention.Watch the full interview for more insights into HPQ's Q3 commercialization strategy and what's next in the company's multi-vertical roadmap.
Nvidia's (NVDA) earnings were expected to be the topic of the morning, until the U.S. Court of International Trade ruled to block some of President Trump's global tariffs. HP Inc. (HPQ) plunged after reporting earnings that didn't satisfy investors. Diane King Hall has all of the hot topics on today's Morning Minute.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Burlington (BURL) erased premarket gains after beating earnings despite posting flat comp sales. HP Inc. (HPQ) blamed tariffs for higher costs in its worse-than-expected earnings report. C3 AI saw the opposite, rallying big after posting strong earnings and highlighting key partnerships. Diane King Hall dives into what's driving some of the morning's biggest movers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
S&P Futures just reversed direction and are now trading higher this morning. The key event for the markets today will be the earnings report from NVDA which is due out after the bell. On the economic front, the FOMC will be releasing the meeting minutes from their recent meeting. Pharma sector is on watch as President Trump is expected to sign an Executive Order on prescription drug prices today. A host of major companies are having shareholder meeting today (GS, XOM, CVX & META. META shareholders will vote on a child safety resolution. On the earning front M, ANF, DKS are releasing before the bell, After the bell reports from NVDA, CRM, SNPS, VEEV, A, HPQ, PSTG & AI are due out.
S&P Futures are displaying strong move higher this morning in reaction to President Trumps announcement that he will be pausing the pending EU tariff hikes until July 9th. There are two important economic reports due out today, the Durable Goods & Consumer Confidence reports which are both expected to come in weak. The U.S. & Iranian talks ended with both sides agreeing to continue discussions. M&A action is heating up, CRM is back in in talks to acquire INFA & President Trump indicated he will support Nippon's offer to buy U.S. Steel. On the earning front there are a host of key earnings announcements due out this week from M, DKS, HPQ, A, CRM, NVDA, BBY, BURL, ULTA, ZS, MRVL, DELL & COST.
In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases. We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab.The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigate the market volatility. We discuss strategies for long-term dividend growth investing amidst uncertainty, including the importance of staying disciplined and not panicking.Additionally, we answer listener questions on topics like dividend initiators, high-flying stocks, and individual stock picks.
March Madness? Try Stock Madness! On this week's Trading Justice Podcast, Matt and Mark Justice bring the thrill of the tournament to the markets with a 64-asset bracket challenge! Who will come out on top—Nvidia, gold, Bitcoin, Apple? Only one asset can win it all! But it's not all fun and games. The Justice brothers also break down the market's tough backdrop—policy uncertainty, growth concerns, sticky inflation, and earnings pressure are keeping a lid on the action. Matt lays out the key technical levels to watch as traders navigate this tricky environment. Don't miss this action-packed episode!
All major indices on pace to end February lower - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks along with Michael Santoli to kick off the hour – in addition to how to play the tech tumble here with one Fidelity PM who manages more than $20B. Plus, the latest out of Washington: as Ukrainian President Zelenskyy gets set to meet with President Trump on a new minerals deal, and the street looks ahead to Monday's midnight deadline for tariffs on Canada and Mexico to take effect. Former Ford CEO Mark Fields calling those tariffs “devastating” in the near term for the American auto industry. Also in focus: the health of housing after a month of disappointing prints – what it could portend for the spring selling season; Meta takes on OpenAI; and more on the results sending Dell and HPQ shares lower. Squawk on the Street Disclaimer