All right. So, can you just put these investments in context. How should investors be viewing these investments into an Intel lithium America's trilogy.Um, is this the the the White House essentially picking winners. Well, I think this is definitely novel, but at this point it seems more philosophical than practical in terms of how this is going to work. And and what I mean by that is uh the US government has not done something like this in recent memory.governments do make policy choices every single day t ...

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]

The Trump administration is not currently considering a deal that would see it take a stake in Critical Metals, a White House official said Monday, after a report suggesting Washington was considering a position in the rare earths company sent shares skyrocketing https://t.co/dm7HEc9B71 ...

Geopolitical & Economic Landscape - US and China lack experience living together, increasing global risk [1] - The current era is marked by the rise of transformational technologies like AI, comparable to the advent of electricity [1] Impact of AI and Technology - AI will transform all aspects of society, creating new winners and losers [2] - Countries hosting high-tech digital industries, like the United States and to a lesser extent Europe, are positioned to be winners [2] - Countries with natural resources, specifically rare earths, are also likely to be winners [2] Global Disparities - Isolated and lost countries, potentially including most of Africa and the developing world, are likely to be the losers [2]

USA Rare Earth (USAR) stock broke out on Thursday, then continued to fly higher Friday after new CEO Barbara Humpton confirmed talks with the White House in a CNBC interview. After federal investments in rare-earth play MP Materials (MP) and Lithium Americas (LAC) lit a fire under those stocks, traders are keen to get ahead of the next deal. "This… Related news 9/30/2025Lithium Americas stock surged late after Secretary of Energy Chris... 9/30/2025Lithium Americas stock surged late after Secretary of Energy ...

“It isn’t a product that you can simply switch away from.” @anjani_trivedi explores how the West can break China’s grip on rare earths. Listen to “Babbage” https://t.co/4FV8pZZJFG ...

The United States of America should be a leader in artificial intelligence, bitcoin, chips, drones, nuclear energy, rare earths, rockets, and more.We should be unashamed of our ambition to continue dominating on the global stage. 🇺🇸 ...

Joining us now to discuss is George Janericus, analyst at Canicuity. George, it's great to see you. >> Nice to see you too, Melissa.>> Um, there's two issues here. That is reducing the reliance on rare earth from China and elsewhere. And then there's the issue of the momentum in the stocks.And they seem to be sort of different issues because I'm not sure if if taking a stake in a in a mining company that has a mine that just opened is going to really do the trick. But we are seeing the excitement in in the ...

美国众议院中国问题委员会主席穆勒纳尔呼吁特朗普政府限制或暂停中国航空公司在美国的降落权，除非中国政府恢复对稀土和磁铁的全面准入。穆勒纳尔也表示，美国应该审查针对向中国出售商用飞机、零部件和维修服务的出口管制政策。“这些举措将向北京发出明确信号，即北京不能切断我们国防工业的关键供应，否则将对其自身的战略部门造成影响。” ...

Investment & Portfolio - Australia's richest woman holds an $800 million rare earths portfolio [1] Industry Focus - The portfolio focuses on rare earths [1]