While Tesla is reclied price targets slightly, but he's maintaining a buy on the stock. So joining me now is George Genericas. He's senior analyst at Canacord Genuity.George, thanks so much for being here today. I guess we'll just start with a a brief overview of your thoughts on the quarter. We sort of ran through that they had an earnings miss, but they did report stronger than expected revenue.They had a great deliveries quarter in the third quarter that basically helped them overcome the first two quart ...

Geopolitical Risk - The Trump administration is considering software export restrictions on China in response to potential rare-earth export curbs by Beijing [1] Trade Relations - Potential software export restrictions are being weighed as a countermeasure to China's rare-earth export policies [1]

It was incredibly aggressive. It was totally disproportional to anything that uh the US, the EU or Canada or anybody did because remember these are global measures that the Chinese have put in place to purport to control the movement or export of any item containing certain rare earth from one country to another, right. Even if China is not uh you know one of the parties uh in the agreement.So in Geneva we had an agreement where they would limit their rare earth export controls. they'd keep their retaliator ...

On today’s Big Take Asia podcast: How China has cornered the market for rare earths and how it’s weaponizing that dominance ahead of a consequential trade meeting between Xi Jinping and Donald Trump https://t.co/XefPuK1QEc https://t.co/TBTpGspeN4 ...

🎙️ On today’s Big Take Asia podcast: How China has cornered the market for rare earths and how it’s weaponizing that dominance ahead of a consequential trade meeting between Xi Jinping and Donald Trump. ⤵️ https://t.co/2uOFfsGdzt ...

Industry Dominance - China dominates the supply of rare earths, essential for products like iPhones and missiles [1] - This dominance provides China with leverage in the trade war with the US [1]

Rare earths stocks rally, BHP boosts copper output, Chalmers on US-China ties. Read today's Australia Briefing for your daily dose of the best of Bloomberg from Down Under and around the world https://t.co/RPYN532jYd ...

On today’s Big Take Asia podcast: How China has cornered the market for rare earths and how it’s weaponizing that dominance ahead of a consequential trade meeting between Xi Jinping and Donald Trump. https://t.co/TPOhA5ERWi ...

VONNIE: IT IS 5:00 A. M. IN NEW YORK CITY.HERE IS WHAT YOU NEED TO KNOW. A RARE DEAL AS THE U.S. TURNS TO AUSTRALIA FOR A SUPPLY OF RARE EARTH WITH A LANDMARK PACKED. THE TRADE UNDER PRESSURE AS JAPAN'S FIRST PRIME MINISTER.AND EARNINGS FROM GM, COCA-COLA, GIVE INSIGHT INTO CONSUMER AND CORPORATE HEALTH. WE FINISHED WITH THE INDICES UP MORE THAN 1% YESTERDAY. A LITTLE EXHAUSTION ONCE AGAIN TODAY.MAYBE WE ARE REPEATING OUR PATTERN. EITHER WAY WE ARE NOT POINTED THAT MUCH LOWER ON FUTURES. THE NASDAQ 100 IS U ...

Geopolitics and Supply Chains - The US and Australia have signed an agreement to enhance America's access to rare earths and other critical minerals [1] - The pact aims to counter China's dominance over critical mineral supply chains [1]