All right. First and foremost, Vicki, are you an agre are you a believer, not agreer, a believer in the Santa Claus rally. >> Uh, I think so.But last the last two years, we've had a really nice rally. Even though Santa Claus didn't come to Wall Street, we still we still saw some nice rallies in here. I think the January January barometer, the first five trading days, January effect, all of it combined can be very powerful.I'm not going to panic if Santa doesn't come to Wall Street. I'm expecting really like ...

Rare earth metal stocks were among the hottest investment themes earlier this year, only to fade from the spotlight in recent months. Now, just as the sector has slipped out of the investor zeitgeist, prices have staged a decisive technical breakout. The timing is notable: momentum has accelerated during what is typically the quietest two-week stretch of the year, suggesting renewed accumulation beneath the surface.What initially caught my attention was the VanEck Rare Earth and Strategic Metals ETF ((REMX) ...

Key Takeaways U.S. auto sales are expected to near 16M units in 2026 as pricing, inventory and dealer supply normalize.Long-term growth themes like electrification, autonomy and affordability continue to shape demand.Analysts favor GTX, BLBD, SMP and WRD for their positioning across turbo tech, aftermarket parts and EVs/AVs.The auto industry in 2025 navigated policy uncertainty and shifting incentives. Early tariff concerns pulled demand forward as buyers rushed to purchase vehicles ahead of possible price ...

Summit Art Creations / Shutterstock.com Quick Read BATT returned 66% in 2025 versus the Nasdaq-100’s 22% gain through diversified battery supply chain exposure. Battery materials outperformed finished vehicles. Albemarle surged 78% and Freeport-McMoRan jumped 41% while Tesla gained 18%. The fund’s $90.8M asset base creates liquidity concerns and heavy Chinese exposure introduces geopolitical risk. A recent study identified one single habit that doubled Americans’ retirement savings and moved retir ...

Bloomberg Copper rose in a volatile trading session, with London Metal Exchange futures jumping on their reopening after the Christmas holiday, extending a strong end-of-year rally as global availability tightened. Prices increased as much as 6.6% in the initial minutes of trading — the biggest intraday gain since 2022 — to near $13,000 a ton, before later retreating to trade about 1.6% higher by mid-afternoon in London. New York futures fell, erasing much of Friday’s 5% gain while the LME was closed. ...

Core Viewpoint - BioLargo, Inc. is positioned to capitalize on a significant infrastructure and technology investment cycle, focusing on execution, disciplined capital deployment, and long-term value creation [1] Company Summary - BioLargo, Inc. is a cleantech innovator that develops technologies aimed at addressing environmental, energy, and medical challenges [1] - The company is closing 2025 with a focus on sustainable water and environmental solutions [1] Industry Summary - Global investment trends are increasingly influenced by artificial intelligence, data centers, electrification, energy storage, and environmental remediation [1] - These trends are creating heightened demands on water systems, energy infrastructure, and regulatory compliance [1]

GE Vernova Inc. (GEV), headquartered in Cambridge, Massachusetts, is an energy company that provides products and services for generating, transmitting, orchestrating, converting, and storing electricity. Valued at $180 billion by market cap, the company manufactures and services key infrastructure, including wind turbines, gas turbines, hydroelectric systems, and grid and electrification solutions. The energy equipment manufacturing and services company is expected to announce its fiscal fourth-quarter ea ...

Core Viewpoint - The U.S. automotive industry is transitioning to a more realistic approach regarding electric vehicles (EVs), moving away from initial euphoria to a focus on consumer demand and market realities [2][10]. Industry Overview - Early 2020s saw high expectations for EVs, but consumer demand did not meet projections, leading automakers to reassess their strategies [2][19]. - Automakers have incurred significant financial losses, with GM reporting a $1.6 billion impact from reduced EV investments and Ford expecting $19.5 billion in restructuring costs [5][19]. Consumer Demand and Market Dynamics - U.S. EV sales peaked at 10.3% of the new vehicle market in September but fell to an estimated 5.2% in the fourth quarter [9]. - The end of federal incentives for EV purchases in September has contributed to a slowdown in demand and sales [24][25]. Strategic Shifts by Automakers - GM plans to focus on large trucks and SUVs, with limited expansion in EV offerings, while also considering plug-in hybrids [14]. - Ford is shifting investments towards hybrid vehicles and smaller, more affordable EVs, canceling plans for a new generation of large all-electric trucks [15]. - Stellantis is deprioritizing EVs, including for its Jeep brand, to boost U.S. sales [15]. Long-term Outlook - Industry experts believe the long-term direction towards electrification remains, but the timeline is being adjusted, with EVs expected to comprise 19% of the U.S. market by 2030 [10][12]. - Automakers are expected to expand hybrid offerings to align with current consumer preferences [10]. Tesla's Influence - Tesla's success has created a unique market for its brand rather than a general market for EVs, influencing other automakers' strategies [20][21]. - The influx of new EV companies has led to many failures, highlighting the challenges in replicating Tesla's success [22][23].

Key Takeaways USAR is advancing its Stillwater NdFeB magnet plant, aiming for commercial production in early 2026.USAR boosted cash above $400M and acquired Less Common Metals to secure feedstock and expand capacity.TECK is reshaping its portfolio through an Anglo American merger, lifting copper exposure despite 2025 cuts.USA Rare Earth, Inc. (USAR) and Teck Resources Limited (TECK) are both familiar names operating in the Zacks Mining - Miscellaneous industry. As rivals, each company is focused on the extr ...

Electrification Strategy - Ferrari aims to electrify 20% of its cars by 2030 [1] - Ferrari remains committed to internal combustion engines [1] Product Focus - Ferrari produces cars like the Amalfi, equipped with a twin-turbo V-8 engine [1] - The company emphasizes engine manufacturing [1] Market Trend - Ultra-high-end EV market has limited demand [1]