All the discussion has been rare earth minerals. Let's turn to USA Rare Earth. It's a company that stock is up more than 80% in a month, rallying off of China's titan rare earth export controls.And here with us at Post9 in a first on CNBC interview is USA Rareear CEO Barbara Humpton. It's great to see you again. I know you're very new just taking over this role in just a just a few weeks ago.I mean, what what what has it been like after China tightened these export controls. Well, first of all, thanks for t ...

Core Viewpoint - USA Rare Earth stock is experiencing significant gains, attributed to bullish analyst coverage and a shift towards risk-averse positioning in the market [1][3]. Company Performance - As of the latest trading session, USA Rare Earth stock has surged by 15.9%, contributing to a total increase of 177.5% in 2025, raising the company's market capitalization to $3.6 billion [1][4]. - The company remains in a pre-revenue state, indicating a high degree of investment risk [4]. Analyst Coverage - William Blair has initiated coverage on USA Rare Earth with an outperform rating, highlighting the company's integrated services in rare-earth research, extraction, and magnet manufacturing, as well as its stake in the Round Top mine [3]. - The firm suggests that the U.S. government may consider taking a stake in USA Rare Earth, which could further enhance its market position [3]. Market Context - The stock's rise is supported by a broader market trend, with the S&P 500 and Nasdaq Composite also showing gains of 1.1% and 1.4%, respectively [1]. - The potential for U.S. government support in domestic rare-earth mineral sourcing is seen as a favorable development for the company, making it a speculative growth bet for investors [5].

It is the CNBC Invest in America Forum in Washington, D. C. happening right now.The events bringing together investors, policymakers and industry leaders for conversations about American industrial policy. And Treasury Secretary Scott Bessent is about to speak to our Sara Eisen. Here it comes right now.Let's listen in. >> So thank you, America first. America first.There we go. So the investment boom I mean, it feels like every day we either get an Oval Office announcement from a CEO, some of whom are here t ...

Rare Earth Market Control - China controls nearly 70% of global rare earth mining and close to 90% of processing capacity [1] - Any policy move from Beijing can quickly ripple across industries [1] Potential Supply Chain Disruptions - The market anticipates potential supply squeezes due to China's dominance in rare earth exports [2] - Market volatility indicates concerns about the short-term impact on the AI trade [2] US Response - The US is expected to accelerate efforts to build an independent rare earth supply chain [2] Importance of Rare Earth Minerals - Rare earth minerals are crucial for magnets used in EVs, defense, AI, and critical tech [2]

What do we know right now about, you know, the basic details that I always call you and ask you about. How much money does Argentina have left to back up the peso. How much money has the US Treasury spent to back up the peso and how much are we willing to spend to help them further.I mean, those are all really good questions. And, you know, it's a bit surprising in a way that we've put together this program because, you know, in emerging markets, when you have these countries that have an overvalued currenc ...

Good morning. I'm Ally Canal in for Brian Sazzy and you're taking a live look at the opening bells on Wall Street this Tuesday. Etsy ringing the bell to NY celebrating its transfer from the NASDAQ.And speaking of the NASDAQ, Collegium Pharmaceutical is getting things started over in Times Square. All this as traders digest a fresh batch of big bank earnings and the roller coaster ride that is US China trade tensions. Now, Opening Bid is all about serving up investing analysis you need to know to unleash the ...

Core Viewpoint - Adelayde Exploration Inc. plans to acquire the Sisson NW Tungsten Project in New Brunswick, which will significantly expand its tungsten footprint in the region to a total of 9,780 acres, amid rising global demand for tungsten due to geopolitical tensions and supply constraints [2][4][5]. Company Summary - The acquisition involves 89 claims covering 4,890 contiguous acres and is subject to regulatory approvals [2]. - The company will issue a total of 6,000,000 common shares at a deemed price of $0.11 and make a cash payment of $5,000 as part of the acquisition [5]. - Adelayde's existing projects include the Sisson North Tungsten Project and various lithium and gold projects in Nevada, indicating a diversified portfolio in critical minerals [7]. Industry Summary - The global market for tungsten is experiencing increased value due to China's tightening control over tungsten production and escalating demand, particularly highlighted by the recent funding secured by Northcliff Resources Ltd. for their Sisson Tungsten Mine [4][5]. - The junior markets for tungsten are buoyant, as evidenced by the significant rise in share prices of companies like American Tungsten Corp., which increased from $0.03 to $4.74 within a year [5].

Market Performance - The Dow gained 587 points (+1.29%), the S&P 500 added 102 points (+1.56%), the Nasdaq rose 490 points (+2.21%), and the Russell 2000 increased by 66 points (+2.79%) following a significant sell-off on Friday [1] AI and Quantum Computing Stocks - Investors looking for entry points into AI and Big Tech drove quantum computing stocks higher, with Rigetti (RGTI) up 25% and D-Wave (QBTS) up 23% [2] - Shares of U.S. Antimony (UAMY) and Critical Metals (CRML) surged by 36.8% and 55.4%, respectively, due to ongoing discussions about rare earth minerals [2] Broadcom and OpenAI Partnership - Broadcom (AVGO) entered a deal with OpenAI to produce approximately 10 gigawatts of custom chips valued at around $10 billion, resulting in a 9.9% increase in Broadcom's shares [3] Upcoming Earnings Reports - Major banks are set to report Q3 earnings, with JPMorgan expected to see a 10.5% growth in earnings and 5.2% in revenues, Citigroup anticipated to post 21.2% earnings growth and 3.7% revenue growth, and Wells Fargo projecting 2% earnings growth and 4% revenue growth [4] - Goldman Sachs (GS) and BlackRock (BLK) will also release their quarterly earnings reports, along with Johnson & Johnson (JNJ) and Domino's Pizza (DPZ) [5]

So, Tyler, back up a little bit here and give us some context for this post. Right, Exactly, Scarlett. So in recent days, we actually have seen Beijing move to unveil some new export curbs when it comes to critical and rare earth minerals, expanding both the elements and the technology on its control list.It's also a move to require overseas exporters of items that have even trace trace amounts of Chinese source critical minerals in them to apply for separate export licenses. And that is considered to be a ...

US-China Trade Relations - The US and China are engaging in discussions regarding export controls on semiconductors/AI chips and rare earth/critical minerals/permanent magnets respectively, highlighting mutual dependence [1] - China has implemented export controls on rare earth and permanent magnets, specifically targeting the equipment used in their production [2] - The US acknowledges the importance of rare earths while suggesting China relies on US products, indicating potential negotiation [3][4] - China's previous retaliation to US tariffs involved explicit export controls on rare earth magnets [5] - China is aware of its leverage in trade negotiations with the US [6] Semiconductor and AI Industry - The US holds a lead in AI chip manufacturing, an area China aims to develop [7] - China seeks access to US chips and views export controls on rare earths as leverage to convince the US to lift restrictions on AI chips [7] - Revenue sharing from Nvidia and AMD chips is a point of discussion [7] Geopolitical Strategy - Face-to-face meetings between leaders, such as a potential meeting between President Trump and President Xi, are considered critical for easing tensions and facilitating pointed conversations [7][8][9] - Public statements and actions from both sides can be interpreted as negotiating tactics [4][5]