Changing Stance On Ukrainian Territory

Group 1: Lithium Americas - Lithium Americas (LAC) is experiencing a rally as the Trump administration is reportedly seeking an equity stake in the company [2] - The government is reevaluating its $2.3 billion loan for Thacker Pass, which is the largest known lithium deposit in the U.S. [2] Group 2: Micron Technology - Micron Technology (MU) shares have increased due to a positive outlook driven by strong demand for AI data center products [3] - The company reported record fiscal year revenue, attributed to the ramp-up of high-value data center products and robust DRAM pricing across various end markets [3] Group 3: Alibaba - Alibaba's (BABA) shares surged after CEO Eddie Wu announced plans to increase AI spending beyond the previous target of $50 billion [4] - The company has formed a new partnership with Nvidia (NVDA) and launched its largest AI language model, Qwen3-Max, contributing to the stock's gains [4] Group 4: Energy Sector - Ukrainian drone attacks have significantly impacted Russian oil refining, reducing output by nearly 20% on certain days and lowering diesel exports to their lowest levels since 2020 [8] - Of Russia's 38 refineries, 16 have been targeted since early August, affecting the country's status as the world's second-largest diesel exporter [8] Group 5: Other Companies - Disney (DIS) has increased prices for various streaming plans in the U.S. [11] - Eli Lilly (LLY) is constructing a $6.5 billion plant in Texas for weight loss pill production [11] - Exxon (XOM) has signed a deal with Rosneft to help recover losses incurred in Russia [11]