미국 주식 분석 Barrick Mining (B) Stock Re-Rating: Why the Mali Settlement and $4,000 Gold Point to 44% Upside in 2026 Barrick Mining (B) trades near 10x earnings and 44% below consensus as record $4,000 gold and the resolved Mali dispute set up a re-rating.
미국 주식 분석 Newmont Corporation and the Gold Supercycle: Why Central Bank Demand Makes This the Defining Gold Investment of 2026 Newmont Corporation (NEM) posted record Q1 2026 free cash flow of $3.1B as gold hits $4,900/oz. With a $6B buyback and JP Morgan’s $6,300 gold target, NEM offers 52-67% upside in the gold supercycle.