Canaccord Genuity’s George Gianarikas joins 'The Exchange' to discuss the price volatility in rare earth stocks, comments from MP Material's CEO and much more. ...

>> IT IS 10:00 A.M. IN LONDON AND 5:00 A.M. IN NEW YORK CITY. LET US GET STARTED WITH WHAT YOU NEED TO KNOW. A TERRIBLE WEEK FOR TECH. VALUATION WORRIES KNOCKING GLOBAL EQUITIES. MID-CAP STOCKS SELLOFF DESPITE POCKETS OF POSITIVE EARNINGS REPORTS. THE TESLA TRILLIONAIRE. SHAREHOLDERS APPROVE A ONE TRILLION DOLLAR COMPENSATION PACKAGE TO ELON MUSK MARKING THE LARGEST PAYOFF EVER AWARDED TO A CEO. AIRLINES BEGIN CANCELING FLIGHTS AS THE GOVERNMENT SHUTDOWN DRAGS ON. WE ARE LIVE ON THE GROUND. LET US GET A QUI ...

路透：中国已开始设计新的稀土许可制度，这可能会加快稀土出货速度，但这不太可能如美国所希望的那样完全取消限制。新许可证有效期为一年，可能会允许更大的出口量。业内人士透露，商务部已告知部分稀土出口商，未来将能够申请新的简化许可证，并在行业简报会上概述了所需文件。 https://t.co/5ma71a39V1 ...

中国商务部就半导体流动问题表示，将批准符合条件的中国出口商的相关出口许可申请。针对稀土出口管制问题，中国商务部表示，中国依法依规开展许可审查，对符合规定的申请予以许可。中欧在经贸领域有着广泛的共同利益和巨大的合作空间。外汇交易员 (@myfxtrader):安世半导体（Nexperia）官网更新动态：期待尽快获悉有关放宽出口限制的条件、标准及程序的进一步细节；无法保证自10月13日起从中国工厂交付的产品在知识产权、技术、真实性及质量标准方面的合规性；有关张学政恢复CEO职务的传言不实；相信局势有望尽快缓和。 https://t.co/77uSiquEGk ...

日本首次从澳大利亚进口重稀土据日经新闻消息，日本综合商社双日于10月30日前首次进口澳大利亚产重稀土。本次先由莱纳斯公司（Lynas）在西澳大利亚州的韦尔德山矿山开采稀土，再在马来西亚将其分离和提炼成镝和铽，之后再运往日本。未来双日将采购日本国内需求的30%左右。 ...

Trade Relations - US President Trump hails "amazing" meeting with Chinese President Xi [1] - US to halve tariffs on fentanyl from China [1] - China will pause rare earth controls [1]

Core Insights - Cleveland-Cliffs Inc (NYSE:CLF) stock has seen a significant increase, rising 18.1% to $15.70, with a peak at $16.30, marking a 14-month high [1] - The company reported an adjusted third-quarter loss of 45 cents per share, which is better than the analysts' estimate of a 48 cents loss [1] - Despite revenue falling short of projections, capital expenditures were lower than expected, and demand remained strong due to tariffs from the Trump administration [2] Financial Performance - The stock has more than tripled from its five-year low of $5.63 on May 30, and is currently 65.5% higher in 2025 [2] - The company hinted at potential exploration into rare earth deposits through two mining assets [2] Market Dynamics - A short squeeze may support the stock's upward momentum, with short interest at 5.1% and 71.3 million shares sold short, accounting for 14.7% of the total float [3] - Analyst ratings show that eight out of twelve analysts maintain "hold" or worse ratings, with a 12-month consensus price target of $11.59, indicating a 26% discount to the current price [3] Options Activity - Options traders are actively buying calls, with over 72,000 contracts traded, five times the average intraday volume, and nearly triple the number of puts [4] - The November 15 call is the most popular, with new positions also being opened at the 17.50-strike [4]

Group 1 - The core viewpoint is that the United States is currently the most attractive steel market globally, largely due to the trade policies of the Trump administration [1][2] - Cleveland Cliffs has reported its third-quarter earnings and is focusing on the potential opportunities in its upstream mining assets, particularly in rare earth elements [3] - The company has identified potential mining opportunities in Michigan and Minnesota, which are already operational sites [3] Group 2 - There is a renewed emphasis on rare earth elements, indicating a strategic shift for Cleveland Cliffs beyond traditional steelmaking [3] - The company previously attempted to acquire US Steel but was unsuccessful, which may impact its future strategic decisions [3] - The performance of Cleveland Cliffs' stock has been stagnant over the past three years, suggesting potential challenges in market perception [3]

Core Viewpoint - William Blair analyst Neal Dingmann initiated coverage of USA Rare Earth with a Buy rating, indicating a positive outlook for the company's stock performance [1] Company Summary - The coverage does not include a specific price target for USA Rare Earth shares, suggesting that the analyst is optimistic but may be awaiting further developments to establish a valuation [1]

And the reason I'm buying Bitcoin is because I think when we get through the all-time highs again and basically get rid of this 4-year cycle belief, now there's no imaginary place for people to ever again care about. And that's normally what happens in equity markets. And oh, by the way, 2017 was the end of the Donald Trump tax cuts. We've had tariffs this year. We've had bad stuff happened this year. The equity market in 18 was bad. At one point, it was down 20% year to date in December. In 2022, the equit ...