Stocks and Commodities
Commodity stocks give you leverage on a metal or energy price, plus the risks of a single company. These guides compare the listed producers with figures from their own reports, chart levels and the limits of each business model.
The guides cover silver, gold, oil and semiconductor stocks, each with dated company figures and chart levels, plus a guide to tracking sector rotation with ratio charts.
Guides in this topic
- Choose a silver stock
Best Silver Stocks 2026: 10 Companies Compared
Ten silver producers, streamers and explorers compared on 2025 output, costs, dividends and chart levels after the record highs of early 2026.
- Choose a gold stock
Best Gold Stocks 2026: Miners and Royalty Companies
Eleven gold producers, royalty companies and developers compared on output, costs, dividends and 2026 takeovers, plus gold miner ETFs.
- Read the gold miners sector
XAU Gold/Silver Index Explained: Holdings, Weighting and Risks
What the XAU holds, how Nasdaq caps the weights, its declines since 1983 against gold and whether a fund tracks it.
- Choose an oil stock
Best Oil Stocks 2026: Majors, Pipelines and Refiners
The largest oil producers, pipelines and refiners by market value and dividend, the MLP tax traps and the main energy ETFs.
- Choose a chip stock
Semiconductor Stocks 2026: AI Chips, Memory and Equipment
Chip designers, foundries, memory and equipment makers by market value, revenue and guidance, plus how the main semiconductor ETFs differ.
- Compare defense stocks
Defense Stocks 2026: US and European Stocks Compared
US and European defense stocks compared by backlog and price moves since 2025, what the main defense ETFs hold and the risks by region.
- Track sector rotation
Sector Rotation: How to Spot Shifts in Market Leadership
Read an XLE/SPY ratio chart, check the business-cycle model against three recessions and see our 27-year sector momentum backtest.