At least we'll get something. Fed blackout period, no economic data. We'll turn our attention now to Washington where President Trump is set to host the Australian Prime Minister this hour.Access to rare earths expected to be a key issue. Aean Jabber in Washington with the latest. Morning Aean. >> Yeah, good morning Sarah.We are waiting the arrival of the Australian Prime Minister Anthony Albani here at the White House. The honor guard, as you can see behind me, uh is lined up and ready to welcome him here. ...

Core Viewpoint - Former hedge fund manager Jim Cramer warns investors in retail-driven stocks to "take profits and get out" [1] Group 1 - Cramer emphasizes the need for investors to act quickly in the current market environment [1]

Rare earths aren't rare. ...

Core Viewpoint - USA Rare Earth stock has experienced significant volatility, with a nearly 90% increase from the end of September to the end of last week, followed by a recent decline of 8.7% [1][2]. Company Overview - USA Rare Earth is still in the development phase, working towards generating revenue, unlike its peer MP Materials, which is already producing revenue from neodymium-praseodymium oxide [5]. - The company is developing a facility for rare-earth magnet production, expected to begin operations in early 2026 [5]. Market Context - The rare-earth sector has become a contentious issue between the United States and China, contributing to the stock's previous surge [4]. - Investors appear to be cautious about pushing the stock higher due to the lack of current revenue generation [7]. Investment Considerations - The recent pullback in USA Rare Earth stock may present a buying opportunity for investors willing to accept higher risk for potential high rewards [6]. - The stock is considered speculative, which may not appeal to risk-averse investors [5][6].

So the point has been made that now the hard part starts. Of course, the situation is very difficult, very complex. But talk us through what the rebuilding looks like and guaranteeing that this agreement will last and be sustainable.Well, just to be fair, Kate, what was accomplished was also difficult. Nothing in the Middle East is easy and there's a lot of credit to go around just to get us to this point. And there's reasons to celebrate, obviously.But that said, you're right. I'm not fighting your basic p ...

There is still time for the two superpowers to step back from the brink of their latest row over rare earths. These minerals are needed to manufacture most electronics of both the consumer and military sort https://t.co/gL2N7AwyHA ...

There is still time for the two superpowers to step back from the brink of their latest row over rare earths. These minerals are needed to manufacture most electronics of both the consumer and military sort https://t.co/qKTkiAcxAqPhoto: Eric Broder Van Dyke/Dreamstime https://t.co/JxDFBNDISd ...

Group 1 - Energy Fuels' shares increased by as much as 13.6% before settling at a 3.3% gain, contrasting with a 2.7% decline in the S&P 500 index [1] - The company's rare earths refining capabilities, particularly through the White Mesa mill, contributed to its stock performance amid U.S.-China trade tensions [2][7] - China imposed new export restrictions on rare-earth materials, which could impact the global economy, as it controls approximately 70% of refined rare-earth products [3] Group 2 - President Trump threatened countermeasures against China, including raising tariffs on Chinese imports and potentially canceling a meeting with President Xi Jinping [4] - The geopolitical tensions surrounding rare-earth supply may benefit U.S.-based miners and refiners like Energy Fuels [5] - Despite a significant stock rally, Energy Fuels may appear overvalued based on current fundamentals, but its strategic assets justify a premium [8] Group 3 - Investors concerned about geopolitical risks are advised to consider allocating portions of their portfolios to companies with strategic assets, such as Energy Fuels [9] - Gold prices have risen approximately 50% this year due to inflation fears and geopolitical tensions, suggesting a shift towards strategic investments [10]

Meanwhile, stocks have taken a sharp turn lower as the president did threaten this massive, he called it massive increase in tariffs on China. Joining us this morning, Jeff Moon, founder of China Moon Strategies, former assistant US trade rep for China Affairs. Jeff, it's good to have you back.Thanks for coming to the line. >> Thank you. >> Do you think this moment was inevitable.>> I think so. I I think uh we need to really step back. This is all part of the bargaining process.Both the US and China I think ...

Core Insights - The Trump administration's investments in the metals sector have led to a significant rally in rare earths and battery metal stocks, driven by expectations of federal support and strategic policy changes [1] - Companies such as MP Materials Corp., Lithium Americas Corp., and Trilogy Metals, Inc. have already received direct investments from the White House [1] Company Highlights - **TMQ (Trilogy Metals, Inc.)**: The stock has seen a substantial increase due to the administration's backing [1] - **Northern Dynasty Minerals (NAK)**: This company is considered a potential target for investment due to its Pebble Project in Alaska, which is one of the largest undeveloped copper-gold-molybdenum deposits globally [4] - **USA Rare Earth (USAR)**: The company has gained investor interest following its CEO's confirmation of ongoing communication with the Trump administration regarding a potential federal investment [5] - **TMC (The Metals Company, Inc.)**: The company has surged over 650% year-to-date, attributed to signals of White House support and U.S.-China trade tensions [6] - **Critical Metals Corp. (CRML)**: The stock experienced a spike due to speculation of an equity stake from the Trump administration, although it later pulled back after clarification that no active agreement was being pursued [7] Market Outlook - The volatility in critical mineral stocks, particularly those related to rare earths, lithium, and battery metals, is expected to continue as investors seek the next company to receive federal backing [8] - Speculation is prevalent in the market, with retail investors likely to follow momentum, which could lead to rapid changes in stock performance [9]