VisionWave Holdings (NASDAQ: VWAV) is carving out a differentiated position in the defense-technology landscape by combining AI-driven sensing, RF imaging, and autonomous decision-making into a single, edge-ready platform.
Unlike cloud-dependent AI models, VWAV’s Evolved Intelligence™ architecture is designed for real-time operation in contested environments, enabling autonomous drones, ground vehicles, and radar systems to detect, classify, and respond without constant human oversight.
This capability has already been validated through live-fire tests, Tier-1 defense pilots, and international evaluations—placing VisionWave ahead of many early-stage defense startups still confined to demonstrations.
As the global defense radar and autonomous systems markets expand rapidly, VWAV is strengthening its ability to convert pilots into multi-year contracts. Strategic advisory additions, recent platform acquisitions, and a clean balance sheet supported by institutional capital position the company to scale as procurement cycles advance.
With a growing global presence and technology aligned to modern military priorities, VWAV may representa timely opportunity for investors tracking the evolution of AI-powered defense systems.
Discover why VWAV is positioning itself to become a key player in the next generation of autonomous defense and security technology
This Week's Bonus Story
Gold and Silver Are on Fire—These Canadian Miners Ride the Wave
Written by Dan Schmidt. Publication Date: 12/29/2025.
In Brief
- Gold and silver continue to outperform stocks and cryptocurrencies.
- Canadian precious metals miners could offer a unique advantage in the industry if the USD strengthens against the CAD.
- Consider these three Canadian mining stocks for precious metals exposure in 2026.
The biggest winners in many portfolios continue to be some of the oldest investments: gold and silver. Gold is up more than 70% year-to-date (YTD), and silver has surged over 150% YTD. We've discussed the reasons why precious metals climbed so sharply in 2025, and the rally still shows no signs of slowing. Today we'll look at another way to gain exposure: equities from our friends in the Great White North.
Canadian Miners Could Have Currency Tailwinds in 2026
The precious-metals trade has been one of the strongest on Wall Street this year, outpacing gains in the S&P 500, the tech-heavy Invesco QQQ ETF (NASDAQ: QQQ), and Bitcoin. Investors rarely complain about mid- to high-teens percentage gains in major stock indices, yet precious metals have even outperformed some of the tech sector's most prolific AI-driven giants in 2025. The strength of gold and silver underscores the uncertainty that persists in the geopolitical landscape.
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Of course, investing in precious metals has drawbacks. Holders of physical gold and silver face unfavorable tax treatment, and mining companies can be plagued by operational challenges and long project timelines. To invest successfully in the mining sector, you need well-run companies operating in reliable jurisdictions — and you need supportive macroeconomic tailwinds. Canadian miners could see one such tailwind return in 2026.
Canadian miners typically perform well when gold prices rise and the CAD/USD exchange rate falls. Because Canadian miners pay most expenses in Canadian dollars but sell gold and silver in U.S. dollars, a weaker Canadian dollar provides a currency tailwind. In 2025, however, the U.S. dollar was relatively weak and many international currencies rallied; the CAD actually strengthened against the USD that year, yet Canadian miners still outperformed.
Now Canada's GDP is shrinking — down 0.3% in October — and these economic warning signs could prompt the Bank of Canada to cut rates faster than previously expected. By contrast, U.S. Q3 GDP was a robust 4.3%, suggesting the Federal Reserve may take a more cautious approach to rate cuts. If the Bank of Canada eases aggressively while the Fed holds steady, the CAD/USD pair could reverse course, restoring a currency tailwind for Canadian miners. If the U.S. dollar strengthens against the Canadian dollar in 2026, Canadian miners would likely capture even larger benefits from higher local-currency profits.
3 Canadian Miners to Own as Precious Metals Continue Soaring
Currency dynamics aren't the only reason to consider Canadian miners. Many of these companies have experienced management teams and access to mineral-rich, investment-friendly jurisdictions. Canada's 2025 federal budget also includes several tax incentives that support exploration and development. Below are three Canadian-focused mining names to consider for precious-metals exposure with potential currency tailwinds.
Agnico Eagle Mines: Strong Growth Prospects for a Gold Pure Play
Gold is the primary metal produced by Agnico Eagle Mines Ltd. (NYSE: AEM), one of Canada's largest mining firms with about a $91 billion market cap and more than $8 billion in annual sales. The company produced over 867,000 ounces of gold in Q3 2025, helping it beat analyst expectations for both EPS and revenue.
Agnico's size and diversified footprint — including operations in Canada, Finland, and Australia — make it an attractive option for investors. Record gold prices have allowed the company to invest in expansion: Agnico deployed 120 new drill rigs in Q3, which could add more than 1.5 million ounces over the coming years.
Pan American Silver: Acquisitions to Stabilize Performance
Pan American Silver Corp (NYSE: PAAS) is based in Vancouver, but its mine portfolio — which includes operations in Peru, Argentina, Bolivia, and Mexico — exposes it to greater geopolitical risk than some peers like AEM.
The company has been working to reduce volatility by scaling through acquisitions. Pan American's purchase of Yamana Gold expanded its footprint, and the acquisition of MAG Silver's interest in the Juanicipio project has materially bolstered production, helping management lift guidance. The company also reported record cash flow in Q3 2025, which supported a dividend increase.
Wheaton Precious Metals: High Margins and Predictable Costs
If you prefer to avoid the operational complexities of running mines, consider Wheaton Precious Metals Corp (NYSE: WPM). Wheaton doesn't own or operate mines; instead, it provides upfront capital to miners in exchange for a percentage of production at a fixed, typically low price — a streaming business model. That structure smooths earnings volatility and produces predictable costs.
Wheaton has streaming agreements with more than 40 miners across the U.S., Mexico, Canada, Brazil, Chile, and parts of Africa. It reported record revenue in Q3 2025 and reiterated full-year guidance of 600,000 to 670,000 Gold Equivalent Ounces (GEOs). Wheaton's attractive economics — roughly a 55% net margin, among the highest in the industry — help justify its premium valuation. With the stock up nearly 120% YTD, investors appear to agree.
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