Core Viewpoint - The article discusses the potential of three companies—The Metals Company (TMC), Critical Metals (CRML), and NioCorp Developments (NB)—in the context of U.S. government initiatives to secure domestic critical mineral supplies through "Project Vault" [4][18]. Company Summaries The Metals Company (TMC) - TMC is a pre-revenue developer focused on extracting polymetallic nodules from the deep seafloor, which could provide a non-traditional supply source for critical minerals [3]. - As of September 30, 2025, TMC reported cash reserves of $115.6 million and a net loss of $184.5 million, equating to $0.46 per share [1]. - TMC's stock has increased by 277% over the past 52 weeks and 6% year-to-date [2]. - The company secured a $37 million investment and an $85.2 million strategic investment from Korea Zinc, which indicates strong interest in U.S.-based refining [7]. - Analysts have a consensus "Strong Buy" rating for TMC, with an average price target of $10.60, suggesting a potential upside of about 62% [8]. Critical Metals (CRML) - CRML is a development-stage rare earths company advancing the Tanbreez project in Southern Greenland [9]. - The stock has risen by 54% over the past 52 weeks and 88% year-to-date, reflecting positive market sentiment [10]. - The company closed a $50 million PIPE financing to support its project, extending its operational runway [12]. - U.S. government interest in CRML has been highlighted by discussions of converting a $50 million Defense Production Act grant into an equity stake [13]. - One analyst rates CRML as a "Strong Buy" with a price target of $20, indicating a potential upside of approximately 54% [13]. NioCorp Developments (NB) - NioCorp is focused on developing the Elk Creek Project in Nebraska, targeting scandium, niobium, and titanium materials [14]. - The stock has appreciated by 161% over the past 52 weeks and 26% year-to-date [14]. - For the three months ending September 30, 2025, NioCorp reported a cash balance of $162.8 million and a net loss of $42.7 million, or $0.53 per share [15]. - The U.S. Department of Defense awarded up to $10 million to support NioCorp's domestic scandium supply chain, indicating strategic importance [16]. - Analysts have a consensus "Strong Buy" rating for NioCorp, with an average price target of $13.12, suggesting a potential upside of about 97% [17]. Industry Context - The U.S. government is prioritizing domestic critical mineral supplies due to China's dominance in the sector, controlling approximately 70% of rare earths mining and 90% of processing [6]. - "Project Vault" aims to create a strategic reserve of rare earth elements, with nearly $12 billion allocated to reduce reliance on China [6]. - The demand for critical minerals is projected to double or triple by 2030, emphasizing the urgency of securing domestic sources [6].

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

智通财经APP获悉，周一，稀土概念股盘前快速拉升，Critical Metals(CRML.US)涨超8%，NioCorp Developments(NB.US)涨超6%，United States Antimony(UAMY.US)涨超5%，TMC the metals(TMC.US)、 USA Rare Earth(USAR.US)涨超4%，MP Materials(MP.US)涨超3%。消息面上，美国总统唐纳德·特朗普 正准备启动一项总额达120亿美元的战略关键矿产储备计划，旨在通过建立商业库存机制，保护美国制 造商免受供应链冲击，并进一步强化国家工业安全。 （原标题：美股异动 | 稀土概念股盘前快速拉升 Critical Metals(CRML.US)涨超8%） 据媒体报道，这项被称为"Project Vault"的计划将通过美国进出口银行提供的100亿美元贷款，结合16.7 亿美元的私人资本，为汽车制造商、科技公司及其他制造业巨头采购和储存矿产。这将是美国私营部门 首个此类储备项目，不仅规模创下纪录，其运作模式也类似于国家的战略石油储备。 ...

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

Rare-earth stocks are grabbing headlines lately, as China tightens its grip on exports in the midst of the ongoing trade war with the United States. With the spotlight on critical minerals, U.S. policymakers are prioritizing mining, production, and processing to bolster domestic manufacturing. Three stocks to pay close attention to in 2026 are MP Materials (NYSE: MP), The Metals Company (NASDAQ: TMC), and USA Rare Earth (NASDAQ: USAR). Here's what investors need to know about investing in these up-and-com ...

Core Viewpoint - The Metals Company (TMC) experienced a remarkable stock increase of 450.9% in 2025, driven by heightened interest in critical metals and deep-sea mining [1]. Group 1: Government Influence - The return of President Trump to the Oval Office led to speculation about increased domestic production of critical minerals, which was confirmed by executive orders aimed at advancing the deep-sea mining industry [3]. - Following the announcement of these executive orders, TMC's shares surged nearly 45% on the day of the announcement [4]. - The U.S. government's efforts to reduce regulatory barriers for deep-sea mining operations have been beneficial for TMC, which has faced regulatory uncertainty in the past [8]. Group 2: Strategic Investments - Korea Zinc's investment of $85.2 million for 19.6 million shares of TMC, along with their interest in collaboration for processing and manufacturing in the U.S., further fueled investor interest [5]. Group 3: Market Dynamics - Escalating trade tensions between the U.S. and China, particularly China's export limits on critical minerals, positioned TMC as a strategic investment opportunity for U.S. investors looking to secure domestic supply [6]. - TMC plans to produce not only copper but also cobalt, manganese, and nickel from polymetallic nodules, enhancing its market appeal [6]. Group 4: Recent Performance - As of early 2026, TMC's shares have increased by 25.9%, largely due to new regulations from the National Oceanic and Atmospheric Administration (NOAA) that facilitate deep-sea mineral exploration and recovery [8].

We recently published 10 Big Names Stumbling Hard. TMC the metals company Inc. (NASDAQ:TMC) was one of the worst performers on Monday. TMC snapped a three-day winning streak on Monday, shedding 17.69 percent to close at $7.77 apiece as investors resorted to profit-taking while waiting for developments in relation to its deep-sea mining application with the United States for its planned exploration of the Clarion Clipperton Zone (CCZ). This followed TMC the metals company Inc.’s (NASDAQ:TMC) submission w ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and positioned to capitalize on the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides a strong financial foundation [8] - It also has a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities without the associated premium [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, emphasizing the interconnectedness of these sectors and the company's strategic positioning within them [6][14] - The influx of talent into the AI sector is mentioned, indicating a continuous stream of innovation and advancements that will drive future growth [12] Valuation and Potential Returns - The company is described as undervalued, trading at less than seven times earnings, which is considered attractive given its ties to the AI and energy sectors [10] - There is a projection of potential returns exceeding 100% within 12 to 24 months, suggesting a significant upside for investors [15][19]

Core Insights - The Metals Company (TMC) is positioned to potentially extract polymetallic nodules from the Pacific Ocean, which contain critical metals for clean energy and electric vehicle batteries [1][2] - Recent regulatory changes by NOAA may accelerate TMC's path to commercialization by allowing a consolidated application for exploration and commercial recovery permits [3][4] Company Overview - TMC has a market capitalization of $3.9 billion and its stock price increased by 13.46% to $9.44 [3] - The company currently generates no revenue but estimates the in-place value of its nodules at approximately $23.6 billion [6] - TMC is the first company to apply for a consolidated permit under NOAA's new regulations, which could shorten the timeline for commercial operations [6] Regulatory Environment - NOAA's new rule allows applicants to submit a single application for both exploration and commercial recovery, streamlining the permitting process [4] - This regulatory clarity may enhance TMC's prospects for commercialization, which had previously been uncertain due to a lack of approvals [5] Market Potential - The potential upside for TMC's stock could be significant if the company successfully capitalizes on the value of its polymetallic nodules [6] - Shares priced below $10 may represent an attractive entry point for long-term investors, despite existing execution risks [6]