Market Overview - The U.S. stock market advanced despite concerns over a potential government shutdown, with the Dow Jones Industrial Average gaining nearly 0.2% to 46,397.89, the S&P 500 climbing about 0.4% to 6,688.46, and the Nasdaq rising 0.3% to 22,660 [1] Company Highlights - **Lithium Americas Corp (NYSE:LAC)**: The stock dipped 0.52% to close at $5.71, with an intraday high of $6.38 and a low of $5.23. In after-hours trading, the stock soared 35% to $7.69 [1] - **Nike Inc (NYSE:NKE)**: Shares rose by 0.26% to end at $69.73, with a high of $70.21 and a low of $68.82. The company reported first-quarter earnings with revenue of $11.72 billion and earnings per share of 49 cents, both exceeding analyst expectations [3] - **Pfizer Inc (NYSE:PFE)**: The stock surged 6.83% to close at $25.48, with an intraday high of $25.63 and a low of $23.81. Pfizer became the first company to join an initiative to lower drug prices, which is expected to benefit over 100 million patients [4] - **CoreWeave Inc (NASDAQ:CRWV)**: The stock soared 11.70% to close at $136.85, with a high of $142.67 and a low of $133.22. The company secured a $14.2 billion deal with Meta Platforms for cloud computing services [5] - **Occidental Petroleum Corp (NYSE:OXY)**: Shares fell by 1.77% to close at $47.25, with a high of $49.45 and a low of $46.44. Reports indicate that Berkshire Hathaway is in discussions to acquire Occidental's chemical unit, OxyChem, in a deal potentially worth $10 billion [6] Government Initiatives - The U.S. government plans to acquire a 5% stake in Lithium Americas to bolster the domestic supply chain for critical metals, following a $400 million investment in MP Materials to reduce foreign dependency [2]

Core Viewpoint - The U.S. government has agreed to acquire a stake in Lithium Americas, confirming reports that led to a significant increase in the company's stock price by 35.3% after hours [1] Group 1: Government Involvement - The U.S. Department of Energy, led by Secretary Chris Wright, will hold a 5% stake in Lithium Americas and a 5% stake in the Thacker Pass project, a joint venture with General Motors [1] - This acquisition is part of the Trump administration's efforts to accelerate the development of a domestic supply chain for critical minerals [1] Group 2: Financial Aspects - Lithium Americas and General Motors are negotiating terms for a $2.3 billion federal loan with the U.S. Department of Energy [1] - The Thacker Pass project, which costs approximately $3 billion, received approval at the end of Trump's first term, and the loan was issued by the Biden administration last year [1] Group 3: Industry Context - General Motors relies on the Thacker Pass project to meet a significant portion of its lithium needs for its electrification transition [1] - Earlier this year, the U.S. Department of Defense announced a $400 million investment in MP Materials to fund a new rare earth magnet production facility [1]

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]