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Gold Hits Record Highs Above $5,000 — Analysts Raise Targets on U.S. Gold Corp. as America’s Mining Renaissance Accelerates! The gold market is sending a powerful message. With prices soaring above $5,000 per ounce, gold is confirming one of the strongest bull markets in modern history, fueled by global uncertainty, currency erosion, and renewed demand for hard assets. Investors are increasingly looking beyond ETFs and bullion toward mining companies that can deliver real ounces from politically secure regions. Among those names, U.S. Gold Corp. (NASDAQ: USAU) is rapidly gaining traction. USAU’s shovel-ready CK Gold Project in Wyoming positions it as one of the most advanced U.S.-based gold-copper developers in the market today. That strategic advantage has not gone unnoticed on Wall Street. Roth Capital, HC Wainwright, and Zacks have all highlighted USAU’s fundamentals, with Roth raising its price target to as high as $26 per share and Zacks issuing a Strong Buy rating. Backed by a fully permitted project, strong economics, and alignment with America’s push for domestic mineral production, USAU stands out as a rare American mining opportunity in a record-setting gold market. Learn more about why U.S. Gold Corp. is being viewed as a potential leader in the next chapter of America’s gold boom
Special Report GM, TRV & ASML: 3 Industry Giants Boosting Buybacks in 2026Submitted by Leo Miller. First Published: 2/5/2026. 
What You Need to Know - After reducing its share count by over 15% in 2025, General Motors is loading up on buyback capacity again.
- Travelers outperformed the market last year, and is signaling confidence with a new repurchase plan.
- Semiconductor giant ASML is adding buyback capacity too, announcing a new +$10 billion program.
Some of the market's biggest names in automobiles, insurance and semiconductors just announced sizable boosts to their buyback programs. These companies aim to keep lowering their share counts and build on impressive 2025 performances as they move into 2026. After Spending Big in 2025, GM Authorizes $6 Billion Buyback Program First up is U.S. auto giant General Motors (NYSE: GM). In 2025, GM shares delivered a very strong performance, with a total return of 54%. Its prolific use of buybacks helped support the stock: the company spent $6 billion on repurchases last year, reducing outstanding shares by about 18%. GM recently bolstered its buyback firepower again, announcing a $6 billion share repurchase authorization on Jan. 27, roughly 7.7% of the firm's $77 billion market capitalization. It's not yet clear how much GM will actually spend on buybacks in 2026. Notably, the company authorized $6 billion in buybacks in February last year and spent that amount. CFO Paul Jacobson reiterated confidence in repurchases during the company's earnings call, saying the share performance "reinforces our conviction that repurchasing GM stock at current valuation levels, which are back to historical norms but remain well below our peers, represents one of the most compelling opportunities to continue to generate long-term shareholder value." In short, management still sees meaningful value in GM shares. Travelers' Buyback Capacity Now Exceeds 11% of Its Market Cap Property and casualty insurance leader Travelers Companies (NYSE: TRV) also enjoyed a solid 2025, with a total return of 22% that outpaced the S&P 500's 18% gain. The company spent $3.1 billion on buybacks last year, trimming its outstanding share count by roughly 4%. On Jan. 21, Travelers added substantial buyback capacity by authorizing an additional $5 billion. That boosts the cash available for repurchases on top of the $2.015 billion remaining from prior authorizations, bringing total capacity to about $7.015 billion — roughly 11.1% of its $62 billion market capitalization. The company has already indicated it will spend $1.8 billion on buybacks in Q1, up from prior expectations of $1.6 billion. Management declined to comment on the buyback cadence for the rest of the year. While the increased buyback authorization is reassuring, underlying growth has cooled: net premiums earned rose just 2.6% last quarter, the slowest pace since Q1 2021. ASML Adds $14 Billion to Buyback Chest Finally, wafer fabrication equipment stalwart ASML (NASDAQ: ASML) is enlarging its repurchase program after a strong 2025, when shares returned just under 56%. ASML spent about $7 billion on buybacks in 2025, reducing its outstanding share count by roughly 1.7%. The company exhausted its previous program in December 2025 and on Jan. 28 authorized a new plan totaling €12 billion (approximately $14.2 billion). That equals about 2.6% of ASML's $540 billion market capitalization. ASML also said it will buy back up to 2 million shares to cover employee share plans; those purchases will offset dilution rather than reduce the share count. At current levels, repurchases set aside for employee plans represent roughly 20% of ASML's buyback capacity, leaving about 80% available to actually lower outstanding shares. While the program is not enormous relative to the company's market cap, repurchases could still provide a meaningful tailwind. Many expect solid growth for the WFE industry in 2026, supporting ASML's outlook. That said, the stock trades at a forward price-to-earnings ratio near 40x, about 21% above its three-year average, so valuation will be an important consideration. GM: Big Buybacks and Upside Potential Among these names, General Motors stands out for its aggressive repurchases and management's conviction in the shares. The consensus price target on GM stood near $88, implying only about 3% upside. Targets updated after the company's Jan. 27 earnings release are considerably more optimistic, averaging $97 and suggesting roughly 13% upside despite an already strong run.
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