智通财经APP获悉，美国能源部长克里斯·赖特表示，美国政府已同意收购Lithium Americas(LAC.US)股 份，证实了上周引发该公司股价飙升的报道。受该消息影响，Lithium Americas周二盘后上涨35.3%。 另外，媒体报道称，美国能源部将持有Lithium Americas 5%的股份，以及该公司与通用汽车合资成立的 Thacker Pass 5%的股份。 Lithium Americas耗资约30亿美元的Thacker Pass项目在特朗普第一任期末获得批准，而美国能源部贷款 项目办公室提供的贷款已于去年由拜登政府完成发放。通用汽车正依靠Thacker Pass项目来满足其电动 化转型所需的大部分锂需求。 此举是特朗普政府为加速发展关键矿产本地供应链所做出的最新努力。今年早些时候，美国国防部宣布 向MP Materials(MP.US)投资4亿美元，用于资助一家生产稀土磁铁的新工厂。 在美国政府考虑入股的消息传出之后，Lithium Americas本周表示，其和合资伙伴通用汽车(GM.US)已 与美国能源部就获得23亿美元联邦贷款的条件进行了商谈。 ...

Core Insights - The Thacker Pass project is recognized as one of the largest known lithium deposits in the United States [1] Industry Summary - The project highlights the growing importance of lithium as a critical resource for electric vehicle batteries and renewable energy storage [1] - The development of such large lithium deposits is essential for meeting the increasing demand driven by the transition to clean energy [1]

智通财经APP获悉，周二，三大指数收涨。今日是9月的最后一个交易日以及第三季度最后一个交易 日。标普500指数、道指连续第五个月上涨。道指创2019年以来9月最大百分比涨幅；标普500指数创 2010年以来最大9月百分比涨幅，创2020年以来最大三季度百分比涨幅。纳指连续第六个月实现上涨， 并创2010年以来最大三季度百分比涨幅。 【美股】截至收盘，道指涨81.82点，涨幅为0.18%，报46397.89点；纳指涨68.86点，涨幅为0.3%，报 22660点；标普500指数涨27.25点，涨幅为0.41%，报6688.46点。英伟达(NVDA.US)涨2.6%，台积电 (TSM.US)涨2.2%，Coreweave(CRWV.US)涨11.7%，UiPath(PATH.US)涨6.5%，礼来(LLY.US)涨5.02%， 美国总统特朗普称礼来表现非常出色。谷歌母公司Alphabet(GOOG.US)三季度累计上涨38%，创2005年 以来最佳单季表现。 【欧股】德国DAX30指数涨66.27点，涨幅0.28%，报23841.44点；英国富时100指数涨42.56点，涨幅 0.46%，报9342.40点；法国 ...

Core Insights - The U.S. Department of Energy plans to acquire a 5% equity stake in Lithium Americas Corp. and an additional 5% stake in the Thacker Pass lithium project, indicating a significant government interest in the lithium supply chain [2][3] - Lithium Americas shares surged over 35% following the announcement of the U.S. government's investment, reflecting strong market reaction to the news [1] - Thacker Pass is projected to be one of North America's largest lithium sources, with operations expected to commence in late 2027 [2] Company Overview - Lithium Americas Corp. is involved in the development of the Thacker Pass lithium mine, which is located in northern Nevada and is expected to play a crucial role in the U.S. lithium supply chain [1][2] - The company is publicly traded on both the Toronto Stock Exchange and the NYSE, but it is incorporated and domiciled in Canada [3] Industry Context - The investment by the U.S. government represents a strategic move to secure direct ownership in critical mineral supply chains, particularly for lithium, which is essential for electric vehicle batteries and other technologies [3] - General Motors holds a minority stake in the Thacker Pass project, highlighting the involvement of major automotive players in the lithium supply chain [2]

Core Insights - The U.S. Department of Defense has made a significant investment in MP Materials, marking a major federal intervention in the rare earths sector, aimed at establishing a domestic magnet supply chain and securing long-term pricing support for neodymium-praseodymium [1][3] Group 1: MP Materials and Market Impact - MP Materials' shares have surged 330% year-to-date, with other rare earth companies also experiencing substantial gains, such as NioCorp Developments at 332.2% and Ramaco Resources at 214.5% [2] - The Pentagon's investment includes a 15% equity stake through a $400 million preferred share issuance and a $150 million loan, alongside $1 billion in private financing from JPMorgan and Goldman Sachs [3] - A $110/kg floor price guarantee for NdPr magnets has been established, nearly double the current spot price of $63, creating a favorable margin environment for domestic producers [4] Group 2: Broader Industry Developments - The Trump administration is considering further investments in critical minerals, including a proposed equity stake in Lithium Americas, which is negotiating a $2.2 billion loan for its Thacker Pass mine [5] - Energy Fuels' CEO emphasizes the need for multiple investments to reduce dependence on a single company for critical minerals supply, with the White House open to similar deals as with MP Materials [6]

Financial Sector Developments - Morgan Stanley's stress capital buffer requirement has been reduced by the Federal Reserve from 5.1% to 4.3%, effective October 1, 2025, allowing for greater capital allocation flexibility [2][8] - A consortium of nine major European banks is collaborating to develop a Euro-pegged stablecoin, aiming to connect traditional finance with decentralized finance [3] - Deutsche Börse Group is partnering with Circle Internet Group Inc. to integrate stablecoins into its financial infrastructure, promoting regulated adoption across European markets [3] Energy and Resources Sector - The U.S. government is acquiring a 5% equity stake in Lithium Americas and its Thacker Pass mine, supporting domestic production of critical materials like lithium [4][8] - Japanese trading giant Marubeni is expanding its presence in Japan's power market by establishing a new trading venture [5] Oil Market Insights - U.S. crude oil stock levels decreased by 3.674 million barrels, indicating a potential softening in demand compared to the previous week's drop of 3.821 million barrels [6][8] Corporate Performance Highlights - Nike reported a 1% increase in fiscal first-quarter revenue to $11.72 billion, exceeding Wall Street estimates, although gross margins decreased to 42.2% due to tariffs and discounting [9][8]

Lithium Americas Corp. (NYSE:LAC) is one of the Best WallStreetBets Stocks to Invest In. On September 24, analyst Laurence Alexander of Jefferies maintained a “Buy” rating on the company’s stock, reducing the price objective to $7.00. The analyst’s rating is backed by a combination of factors. The ongoing discussions with the Department of Energy (DOE) and General Motors (GM) about the $2.3 billion loan and potential equity stake demonstrate a strategic alignment, which can benefit Lithium Americas Corp. ( ...

Group 1: U.S. Stock Market Overview - U.S. stock futures were higher, with Dow futures gaining over 100 points on Monday [1] Group 2: Inventiva ADR Performance - Inventiva reported losses of $(1.84) per share, significantly worse than the analyst consensus estimate of a loss of 41 cents per share [1] - The company reported quarterly sales of $5.050 million, missing the analyst consensus estimate of $5.310 million [1] - Inventiva shares dipped 5.5% to $5.72 in pre-market trading [1] Group 3: Other Stocks in Pre-Market Trading - MoonLake Immunotherapeutics saw a significant decline of 86.3% to $8.50 in pre-market trading [4] - Cellectis SA declined 10.4% to $3.01 in pre-market trading [4] - Quantum-Si Inc fell 10.1% to $1.34 in pre-market trading after filing for a mixed shelf of up to $300 million [4] - Penguin Solutions Inc decreased by 8.4% to $24.00 in pre-market trading [4] - Lithium Americas Corp declined 5.4% to $5.99 in pre-market trading after a 14% drop on Monday [4] - Platinum Analytics Cayman Ltd fell 5.3% to $16.20 in pre-market trading after a 44% increase on Monday [4] - Novo Nordisk A/S decreased by 2.9% to $54.01 in pre-market trading [4] - Lexicon Pharmaceuticals Inc declined 2.9% to $1.36 in pre-market trading, recently announcing an update on submission of additional data to the U.S. FDA regarding Zynquista® in Type 1 Diabetes [4]

Group 1: U.S. Stock Market Overview - U.S. stock futures were higher, with Dow futures gaining over 100 points on Monday [1] Group 2: Inventiva ADR Performance - Inventiva reported a loss of $(1.84) per share, significantly worse than the analyst consensus estimate of a loss of 41 cents per share [1] - The company’s quarterly sales were $5.050 million, missing the analyst consensus estimate of $5.310 million [1] - Inventiva shares fell 5.5% to $5.72 in pre-market trading [1] Group 3: Other Stocks in Pre-Market Trading - MoonLake Immunotherapeutics saw a significant decline of 86.3% to $8.50 in pre-market trading [4] - Cellectis SA declined 10.4% to $3.01 in pre-market trading [4] - Quantum-Si Inc fell 10.1% to $1.34 in pre-market trading after filing for a mixed shelf of up to $300 million [4] - Penguin Solutions Inc dropped 8.4% to $24.00 in pre-market trading [4] - Lithium Americas Corp declined 5.4% to $5.99 in pre-market trading after a 14% dip on Monday [4] - Platinum Analytics Cayman Ltd fell 5.3% to $16.20 in pre-market trading after a 44% jump on Monday [4] - Novo Nordisk A/S decreased by 2.9% to $54.01 in pre-market trading [4] - Lexicon Pharmaceuticals Inc declined 2.9% to $1.36 in pre-market trading, with an update on additional data submission to the U.S. FDA regarding Zynquista® in Type 1 Diabetes [4]

Core Insights - Shares of Lithium Americas (NYSE:LAC) surged approximately 20% on Thursday, following a nearly 90% increase on Tuesday, driven by reports of the Trump administration's interest in acquiring a stake in the company [2] - The Thacker Pass project is highlighted as one of the largest lithium reserves in North America, crucial for the U.S. transition to clean energy and reducing dependence on foreign suppliers, particularly China [3][4] Company Overview - Lithium Americas is a Canadian mining corporation focused on developing large-scale lithium projects, with the Thacker Pass Lithium Mine in Nevada as its primary asset [3] - The Thacker Pass project is expected to produce high-purity lithium carbonate and lithium hydroxide, essential for electric vehicle (EV) batteries and energy storage systems [3] Project Development - Construction at Thacker Pass is underway, with all necessary regulatory approvals obtained; Phase 1 production is projected to start in 2026, with full production aimed for 2027 [4] - The project is estimated to supply enough lithium for the production of up to 800,000 EV batteries annually, enhancing U.S. energy security [4] Competitive Advantages - Lithium Americas holds extensive lithium reserves, including an annual lithium carbonate capacity of about 60,000 tons at Thacker Pass and 40,000 tons at Cauchari-Olaroz in Argentina [5] - The company employs advanced extraction technologies, achieving lithium recovery rates of up to 85% while reducing water usage by 90% [6] Financial Backing - Strong partnerships include a $625 million investment from General Motors for the Thacker Pass project [7] - The U.S. Department of Energy has secured a $2.26 billion loan to support the development of Thacker Pass [7]