On Friday, shares of U.S. rare earth stocks rose after President Donald Trump accused China of strict export controls and threatened a "massive increase of tariffs on Chinese products†once again—howe… ...

US President Donald Trump on Friday threatened a "massive increase†in tariffs on Chinese imports after Beijing's expansion of export restrictions on rare earth elements. This move intensified global ... ...

NVDA BABA QCOM These Stocks Are Moving the Most Today: MP Materials, Nvidia, Alibaba, Venture Global, Applied Digital, Qualcomm, and More By Joe Woelfel and Elsa Ohlen In this article MP 1. Technology APLD Stocks turned sharply lower Friday after President Donald Trump in a social media post threatened Beijing with a "massive increase†of tariffs on Chinese goods. The president cited efforts by China to impose export controls related to rare-earth metals. Continue reading this article with a Barron's subscri ...

Core Insights - The article emphasizes the importance of understanding money flows in major stocks, particularly the "Magnificent Seven" (Mag 7) stocks, to gain an investment edge [5][6][11] - It highlights the current market dynamics, including the behavior of retail investors and the potential for a market correction, as articulated by Jamie Dimon, CEO of JPMorgan Chase [11] Group 1: Market Dynamics - Money flows are currently positive for NVIDIA Corp and Tesla Inc, while negative for Apple Inc and Amazon.com, indicating varied investor sentiment across major tech stocks [6][7] - Retail investors have shown unprecedented buying behavior, with a record $105 billion in stock purchases last month and a total of $630 billion year-to-date, surpassing the previous record of $590 billion in 2021 [11] - The article warns that the reckless behavior of retail investors, particularly in speculative stocks, could lead to significant losses, as seen in the bear market of 2022 [11] Group 2: Investment Strategies - Investors are advised to maintain long-term positions while considering protective measures such as cash or Treasury bills to hedge against potential market downturns [10][12] - The concept of a "protection band" is introduced, suggesting that investors should adjust their cash and hedge levels based on their risk tolerance [12][13] - The article suggests that the momo crowd's behavior could drive the market higher in the absence of a corrective trigger, complicating investment strategies [11] Group 3: Sector-Specific Insights - Money is flowing into rare earth stocks due to geopolitical tensions, particularly with China restricting exports, which could present investment opportunities [11] - The article mentions specific stocks in the rare earth sector, such as USA Rare Earth Inc, MP Materials Corp, and Critical Metals Corp, as potential beneficiaries of this trend [11]

据悉，目前，中国在全球稀土供应链中占据主导地位。美国地质调查局2025年数据显示，全球稀土矿储 量约9000万吨，中国以4400万吨占据48%；2024年全球总产量39万吨，中国贡献27万吨，占比69%。更 关键的是，中国掌握了90%以上的稀土冶炼分离技术，能实现99.99%的纯度提纯，而这一核心技术恰是 欧美的"短板"。 智通财经APP获悉，周五，美股稀土概念股大幅冲高，Critical Metals(CRML.US)大涨逾14%，United States Antimony(UAMY.US)涨9%，Energy Fuels(UUUU.US)涨逾6%，MP Materials(MP.US)涨逾4%， American Resources(AREC.US)涨逾2%。消息面上，中国商务部10月9日发布两项关于加强稀土相关物项 出口管制的公告，对含有中国成分的部分境外稀土相关物项以及稀土相关技术实施出口管制。 ...

Greetings. I'm Sean Kuit, Zach's equity strategist, and today I'm going to be discussing the soaring stocks that the Trump administration is investing in. So, the Trump trade has taken on a literal connotation with the White House recently investing in several mining and technology companies that have publicly traded stocks.So, historically, the US government has avoided direct ownership of public companies to maintain free market principles and prevent favoritism. Instead, the government usually supports b ...

«——【·前言·】——» 中国扔下"稀土核弹"，向全世界发起稀土管辖。10月9日，中国商务部在一天之内密集发布6则公告，其 中第61号和第62号公告尤为引人注目。 它们不仅延续了此前对稀土金属及制品的出口限制，更首次将管制范围延伸至稀土全产业链技术及其境 外衍生品。 «——【·中方稀土管控·】——» 10月9日这一天，注定要被刻进全球稀土产业的发展史。中国商务部用一天时间密集抛出6则公告，瞬间 搅动了国际市场的神经。其中第61号与62号公告的分量尤其惊人。它们没止步于延续过往稀土金属及制 品的出口限制，直接把管控的触角伸到了稀土全产业链技术，连境外衍生品都没放过。 现在的玩法完全不同，变成了对"产业生态与核心能力"的精准拿捏。商务部新闻发言人明确表示，此举 是为了防范境外组织非法获取技术用于军事领域，既是维护国家安全，也是履行防扩散国际义务。 这记"核弹"级举措，标志着中国稀土管制彻底完成了质的飞跃。过去的管控还停留在"资源防御"的初级 阶段，核心是守住稀土原矿不流失。 全球稀土产业的格局早就注定了这步棋的威力。数据显示中国2023年稀土矿产量达24万吨，占全球 68.6%的份额。更关键的是，中国是全球唯一具 ...

Core Insights - Rare earths and mineral miner stocks experienced significant gains following China's decision to tighten export restrictions on these critical materials, citing national security reasons [1][3] - The U.S. mining sector has seen a surge in stock prices, with companies like USA Rare Earth and MP Materials benefiting from China's export limitations [2][7] Company Performance - USA Rare Earth (USAR) shares increased by 15%, while MP Materials (MP) saw a nearly 3% rise [2] - Albemarle (ALB), the largest lithium producer, led the S&P 500 with a 5% increase, and Lithium Americas (LAC) gained 2% [2] - Since the beginning of October, Lithium Americas shares have risen over 40%, MP Materials has increased close to 10%, and Albemarle has gained nearly 20% [5] Market Context - The gains in the mining sector occurred on a day when major U.S. stock indexes were down due to a federal government shutdown, highlighting the relative strength of the rare earths sector [3] - The Trump administration's investments in strategically significant companies like Lithium Americas and MP Materials aim to reduce U.S. reliance on Chinese rare earths [4][7]

Rare Earth Industry Analysis - Rare earth magnets are crucial for various sectors like robotics, EVs, wind turbines, and industrial products, with an estimated demand of 50,000 tons per year in the US [4] - Current production plans of MP Materials (10,000 tons) and USA Rare Earths (4,800 tons) indicate a significant supply gap in the US magnet market [4] - The US aims to establish independence in the rare earth supply chain by bringing processing and magnet manufacturing back from China [3] - Government intervention, like the approach with MP Materials, is seen as a way to counter China's influence and support the development of a domestic rare earth supply chain [6][7] Nuclear Energy Sector - Oaklo is pursuing vertical integration to address bottlenecks in the US nuclear reactor buildout, focusing on asset ownership and fuel strategy [8] - Nuclear power is expected to grow as a percentage of the overall power generation in the US [9][10] - The US generally adds 50 gigawatts of power per year, and this is expected to accelerate, potentially doubling [9][10]

My next guest is expecting even more gains in that space. He's got a buy rating on both MP and USR. So for more, let's bring in George Gianas.Did I get that right. Analyst at Cancord Genuity. Perfect.Awesome. Great. George, welcome to the show.Let's start right there because there is an incredible amount of appetite and attention from investors into the rare earth space. However, the actual mining and then refining and then producing into magnets of rare earths, that supply chain takes a long time to stand ...