RT Bloomberg Live (@BloombergLive)How dependent are EU defense companies on rare earth minerals from China? "We all share a certain vulnerability...defense isn't the only industry that's dependent. It is true that earths are a problem, but I think the problems actually start elsewhere" @torstenreil #BloombergTech https://t.co/3bPSLkJRnI ...

Tariffs and Trade Policy - The Trump administration is reportedly backing away from many tariffs, exempting products that cannot be produced in the US [2] - The administration's tariff policies are being defended despite arguments that tariffs are taxes, contradicting the Constitution [7][8] - The president's ability to unilaterally set tariffs is being challenged, raising concerns about potential abuse of power [10] Argentina Bailout and Trade Implications - A $20 billion bailout of Argentina has not prevented the peso from falling to new lows, raising concerns about taxpayer exposure [11][15] - Argentina's efforts to reduce inflation by making imports cheaper are collapsing, highlighting the difficulty of fixing the country's economic problems with a temporary lifeline [13][14] - The president's promise to buy more beef from Argentina is angering American ranchers, especially with beef prices already high [15][16] - China has ceased buying soybeans from the US in September, while the US is considering buying beef from Argentina, creating a complex and ironic trade situation [17] Rare Earth Minerals - The US and Australia have struck a deal on rare earth minerals, a move to diversify supply away from China [19] - The industry is late to the party in securing rare earth mineral supplies and processing capacity, despite discussing the issue since 2017 [20][22][23] - There are concerns about China's control over rare earth minerals and its efforts to lock up supplies globally [22]

Industry Dynamics - The world is waking up to the fragility of the rare earth supply chain, which has developed over the last 30 years and become geopolitical leverage [2] - China's non-market driven behavior necessitates market incentives for the private sector to strengthen the supply chain outside of China [8] - The future demand for permanent magnets is expected to grow significantly with the advent of physical AI and robotics [14] USA Rare Earth Strategy - USA Rare Earth aims to strengthen the supply chain outside of China by integrating mining, processing, and magnet manufacturing [2][4][5] - The company is acquiring Less Common Metals, a UK-based maker of samarium cobalt magnets, to gain expertise and scale production [6][7] - USA Rare Earth is prioritizing support to the US defense sector with the assets it controls [16] - The company is well-capitalized and debt-free, focusing on bringing the whole sector forward [9] Production and Expansion - Magnet making will begin soon, following a "magnet to mine" strategy [11] - The company is developing short-term, medium-term, and long-term strategies to bring all assets to scale [10] - Auto manufacturers and others are expected to agree on building demand signals for rare earth elements outside of China through offtake commitments [13][14] Government Support - The private sector is seeking government support in the form of offtake agreements and permitting to accelerate development [9]

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]