We recently published 10 Hot Stocks Sparking Buying Frenzy. TMC the metals company Inc. (NASDAQ:TMC) is one of the best performers on Tuesday. TMC extended its winning streak to a 5th consecutive day on Tuesday to hit a fresh record high, as investors turned optimistic for the overall critical mining industry, amid a series of investment deals with the US government. In intra-day trading, TMC the metals company Inc. (NASDAQ:TMC) jumped to its highest 52-week high of $9.55 before paring gains to end the d ...

Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.2% to 46,602.98, the S&P 500 down nearly 0.4% to 6,714.59, and the Nasdaq down about 0.7% to 22,788.36 [1] POET Technologies Inc. - POET Technologies shares increased by 23.51%, closing at $7.88, with an intraday high of $8.13 and a low of $6.47, within a 52-week range of $3.10 to $8.13 [2] - The company announced a non-brokered private placement, raising US$75 million through the sale of 13.6 million shares and accompanying warrants, marking the largest investment in its history. The funds will be used for corporate development, R&D expansion, and scaling its AI-related light source business [3] Oracle Corp - Oracle's stock fell by 2.52%, ending at $284.24, with fluctuations between $293.22 and $271, and a 52-week range from $118.86 to $345.72. The decline was attributed to financial challenges related to renting Nvidia chips, resulting in a nearly $100 million loss last quarter, with a gross profit margin from these rentals averaging around 16% over the past year [4] NUBURU Inc. - NUBURU's stock surged by 86.27%, closing at $0.48, with an intraday range of $0.50 to $0.30, and a 52-week high of $1.60 and low of $0.12. In after-hours trading, the stock spiked 24.5% to $0.59, following the announcement of its defense subsidiary's acquisition of Orbit S.r.l., enhancing its capabilities in defense software [5] Galecto Inc. - Galecto's stock skyrocketed by 383.02%, closing at $17.92, with an intraday high of $31.70 and a low of $16.40, within a 52-week range of $2.01 to $31.70. However, shares declined by 25.6% in after-hours trading to $13.33 [6] - The surge in Galecto's shares occurred despite the absence of company news, indicating speculative activity. The company reported having $10.2 million in cash at the end of June 2025 and anticipates needing additional capital for its cancer and liver disease programs [7] TMC The Metals Company - TMC The Metals Company shares rose by 20.21%, closing at $9.28, with an intraday high of $9.55 and a low of $7.96, and a 52-week range from $0.72 to $9.55. The rally was driven by investments in the metals sector by the Trump administration, increasing interest in rare earths and battery metals [8]

Core Insights - The Trump administration's investments in the metals sector have led to a significant rally in rare earths and battery metal stocks, driven by expectations of federal support and strategic policy changes [1] - Companies such as MP Materials Corp., Lithium Americas Corp., and Trilogy Metals, Inc. have already received direct investments from the White House [1] Company Highlights - **TMQ (Trilogy Metals, Inc.)**: The stock has seen a substantial increase due to the administration's backing [1] - **Northern Dynasty Minerals (NAK)**: This company is considered a potential target for investment due to its Pebble Project in Alaska, which is one of the largest undeveloped copper-gold-molybdenum deposits globally [4] - **USA Rare Earth (USAR)**: The company has gained investor interest following its CEO's confirmation of ongoing communication with the Trump administration regarding a potential federal investment [5] - **TMC (The Metals Company, Inc.)**: The company has surged over 650% year-to-date, attributed to signals of White House support and U.S.-China trade tensions [6] - **Critical Metals Corp. (CRML)**: The stock experienced a spike due to speculation of an equity stake from the Trump administration, although it later pulled back after clarification that no active agreement was being pursued [7] Market Outlook - The volatility in critical mineral stocks, particularly those related to rare earths, lithium, and battery metals, is expected to continue as investors seek the next company to receive federal backing [8] - Speculation is prevalent in the market, with retail investors likely to follow momentum, which could lead to rapid changes in stock performance [9]

Core Insights - The Metals Company shares experienced a significant rebound in September, rising 18.8% after declines of 10% and 9.8% in July and August respectively [1][3] - The rise in stock price is attributed to investor speculation rather than any direct company announcements, with expectations of positive developments in the near future [3] Speculative Factors - A key factor driving investor interest is India's recent 15-year agreement with the International Seabed Authority (ISA) for exclusive rights to explore polymetallic sulphides in the Indian Ocean, which parallels The Metals Company's ambitions in the Pacific [4][5] - There is speculation that ISA may be becoming more favorable towards deep-sea mining, potentially paving the way for The Metals Company to commence operations [5] - Additionally, the Trump administration's interest in Lithium Americas, including discussions of an equity investment, has led investors to speculate that The Metals Company could be next in line for a partnership, similar to MP Materials [6][7] Stock Performance - The Metals Company stock surged nearly 19% in September, contributing to an impressive 560% increase since the beginning of 2025 [8]

Core Viewpoint - Rare earth stocks experienced a significant surge, with USA Rare Earth leading the gains, indicating strong market interest and potential investment opportunities in the sector [1] Group 1: Stock Performance - USA Rare Earth (USAR.US) surged over 20% [1] - NioCorp Developments (NB.US) increased by more than 19% [1] - Critical Metals (CRML.US) and TMC the metals (TMC.US) both rose over 6% [1] - MP Materials (MP.US) saw an increase of over 3% [1] Group 2: Market Drivers - The CEO of USA Rare Earth is reportedly in negotiations with the White House [1] - Analysts suggest that the Trump administration is making substantial investments in rare earth elements [1] - USA Rare Earth is positioned as a potential target for acquisition under these investment initiatives [1]

We recently published Market in Pain? Not For These 10 Celebrating Stocks. TMC the metals company Inc. (NASDAQ:TMC) is one of the top performers on Tuesday. TMC saw its share prices jump by 9.53 percent on Tuesday to finish at $6.32 apiece on what appears to be an early quarterly window-dressing. The practice is common among institutional investors, namely hedge funds, portfolio managers, and mutual funds, where they tweak portfolios before the reporting periods by loading up on well-performing stocks an ...

Group 1: Market Performance - U.S. rare earth stocks saw significant activity, with United States Antimony (UAMY.US) rising over 20%, USA Rare Earth (USAR.US) and NioCorp Developments (NB.US) increasing over 5%, TMC the metals (TMC.US) up over 3%, and MP Materials (MP.US) gaining nearly 2% [1] Group 2: Company Contracts and Revenue - UAMY announced a contract with the U.S. Defense Logistics Agency for a value of up to $245 million for the purchase of antimony ingots, which is approximately 16 times its projected 2024 revenue of $14.9 million [1] - The company operates one of the only two antimony smelters in North America and is prepared to fulfill the first order immediately [1] Group 3: Antimony Market Insights - Antimony is a strategic minor metal with strong resource scarcity, and domestic restrictions on antimony mining are increasing, while overseas mines face resource depletion [2] - The main future global antimony supply increases are expected from Huayu Mining's Takin project and Russia's Solonechenskoye antimony mine [2] - Traditional demand for antimony in flame retardants, lead-acid batteries, and polyester catalysts is stable, with photovoltaic glass expected to become the second-largest demand sector due to rising installation rates [2] Group 4: Production Forecasts - Polar Gold is a major overseas source of antimony, with a production of 27,100 tons in 2023, accounting for 26% of global output, but expected to drop to 12,700 tons in 2024, reducing its global share to 13% [2] - The production forecast for Polar Gold in 2024 is 8,616 tons in the first half and 4,056 tons in the second half, with annualized production shares of 17% and 8% respectively [2] Group 5: Price Outlook - Antimony prices are expected to rise in the medium to long term due to limited supply increases domestically and abroad, alongside the recovery of compliant antimony exports from China [3] - The cash costs for Polar Gold are projected to increase in 2025, primarily due to a significant decline in antimony production [3]

Group 1: Market Performance - Rare earth concept stocks in the US saw significant activity, with United States Antimony (UAMY.US) rising over 20%, USA Rare Earth (USAR.US) and NioCorp Developments (NB.US) increasing over 5%, TMC the metals (TMC.US) up over 3%, and MP Materials (MP.US) gaining nearly 2% [1] - UAMY announced a contract worth up to $245 million from the US Defense Logistics Agency for the purchase of antimony ingots, which is approximately 16 times its projected revenue for 2024 of $14.9 million [1] Group 2: Supply and Demand Dynamics - Antimony is a strategic minor metal with strong resource scarcity, and domestic restrictions on antimony mining are increasing, while overseas mines face resource depletion [2] - The main future global antimony supply increases are expected from Huayu Mining's Tajin project and Russia's Solonechenskoye antimony mine [2] - Traditional demand for antimony in flame retardants, lead-acid batteries, and polyester catalysts is stable, with photovoltaic glass expected to become the second-largest demand sector due to rising installation rates [2] - Polar Gold is a major overseas source of antimony, with production in 2023 at 27,100 tons, accounting for 26% of global output, but expected to drop to 12,700 tons in 2024, reducing its global share to 13% [2] Group 3: Price Trends and Future Outlook - Antimony prices are expected to rise in the medium to long term due to tightening supply and recovering exports, with domestic prices likely to increase as compliance with export regulations improves [3] - The cash costs for Polar Gold are projected to rise in 2025, primarily due to a significant drop in antimony production, which is expected to remain low [3] - The overall outlook for antimony prices is positive, with limited supply increases domestically and abroad, supporting a potential upward shift in price levels [3] Group 4: Company Involvement - China Minmetals' subsidiary, Hunan Xikang Mining, controls over 300,000 tons of antimony resources [4] - Jiangxi Copper's product line includes crude antimony and sodium antimonate compounds [5]

Company Overview - TMC the metals company is a Canada-based pre-revenue mining company focused on deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper, and cobalt [1] Investment Focus - The company aims to capitalize on the growing demand for metals used in technology and renewable energy sectors, positioning itself as a key player in the mining industry [1] Market Position - TMC operates through its subsidiary, The Metals Company USA LLC, indicating a strategic presence in the U.S. market [1] Investor Profile - The company attracts long-term investors focused on growth markets, particularly in sectors like AI, biotech, and mining, suggesting a diverse investment strategy [1] Growth Potential - TMC is identified as an undervalued stock with significant growth potential, particularly in the semiconductor and mining spaces, appealing to aggressive investors [1]

Company Overview - TMC the metals company is a Canada-based pre-revenue mining company focused on deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper, and cobalt [1] Investment Focus - The company aims to capitalize on growth markets, particularly in sectors such as AI, biotech, mining, and shipping, while seeking undervalued stocks with significant potential [1] Market Position - TMC operates through its subsidiary, The Metals Company USA LLC, and is positioned to benefit from the increasing demand for metals essential for technology and renewable energy [1]