Key Points GE Vernova expects its business to grow rapidly in the coming years, driven by the data center buildout. The gas turbine giant just doubled its dividend and raised its share buyback program. President Trump's push for AI, nuclear energy, and rare earths could mean huge opportunities for GE Vernova. 10 stocks we like better than Ge Vernova › After a woeful Wednesday, shares of GE Vernova (NYSE: GEV) rebounded on Thursday, surging 7% in early morning trading after winning at least a cou ...

Are we getting closer. Is Europe getting closer to getting a general license from China, as the United States has. Yes, I think that there I can I can say that we are in very close contact with Foreign Trade Minister and also his team.So we are communicating on different levels. We had here the team from China, specializing on export controls like couple of weeks ago, and I think we are getting initial reports from our industry that they are getting these general licenses, but we need to have a little bit m ...

Investment Opportunities - The Trump administration is expected to alter approximately $7 trillion in government spending, creating new investment opportunities [2] - The U.S. government is committed to investing heavily in artificial intelligence (AI), as indicated by the document "Winning the Race: America's AI Action Plan" [3] - Singh identifies AI-related asset classes, including data centers, semiconductors, and infrastructure, as key areas for investment [4] Recommended ETFs - First Trust Cloud Computing ETF (SKYY) is recommended for exposure to cloud computing infrastructure [4] - Global X's Data Center and Digital Infrastructure ETF (DTCR) is suggested for those interested in U.S. data centers [4] - iShares Semiconductor ETF (SOXX) provides broad access to semiconductor investments [4] - Additional AI application ETFs include Global X's Robotics and Artificial Intelligence ETF (BOTZ) and Roundhill's Generative AI and Technology ETF (CHAT) [5] Rare Earths Investment - The U.S. government is showing significant interest in rare earths due to China's export restrictions [6] - Recommended ETFs for rare earth investments include VanEck Rare Earth and Strategic Metal ETF (REMX) and iShares MSCI Global Metals & Mining Producers ETF (PICK) [6] - Specific companies highlighted for investment in rare earths are Lynas Rare Earths Limited (LYSDY) and MP Materials Corp. (MP) [7] American Industry and Defense - Investment picks in American industry include SPDR's Industrial Select Sector SPDR FUND (XLI), which focuses on aerospace and defense [8] - Global X U.S. Infrastructure Development ETF (PAVE) specializes in infrastructure and development companies [8] - Vanguard Energy ETF (VDE) is noted as a conservative investment option in the energy sector [8]

The lessons Japan has learned from economic warfare with China, may be helpful for other countries struggling to cope with China’s rare-earths bullying. They also show how hard this will be https://t.co/IoCKqbFDR9 ...

The lessons Japan has learned from economic warfare with China, may be helpful for other countries struggling to cope with the China’s rare-earths bullying. They also show how hard this will be https://t.co/ocLFTNM9KxIllustration: Lan Truong https://t.co/ktbNYeGB9q ...

China has yet to deploy rare earths in its current dispute with Japan. If they do come into play, Japan’s efforts to secure alternative supplies and build stockpiles will have bought some time https://t.co/02bWHnvpzG ...

VONNIE: IT IS 5:00 A. M. IN NEW YORK CITY.I AM VONNIE QUINN WITH YOUR "BLOOMBERG BRIEF." STOCKS ARE FOR DIRECTION AS MARKETS LOOK TO NEW CATALYSTS FOLLOWING MONDAY'S CRYPTO SELLOFF. PEACE PLAN TALKS. STEVE WITKOFF HEADING TO MOSCOW TO MEET WITH PRESIDENT PUTIN.A NEW ROUND OF BIDDING FOR WARNER BROS. DISCOVERY, INCLUDING A MOSTLY CASH OFFER FROM NETFLIX. LET'S LOOK OUT MARKETS AFTER THE CRYPTO SELLOFF YESTERDAY.WAS AT THE START OF SOMETHING OR WAS IT JUST EXACERBATING A FEELING ALREADY IN MARKETS. WE SAW THE ...

Rare Earth Dependence - America relies on China for 80% of its rare-earth needs [1] Strategic Analysis - The report examines how America can break its dependence on China for rare-earth elements [1]

In many industries, China has been playing catch-up with the West for decades. In rare earths, it is the West that is racing to catch up https://t.co/C8u9sITsYW ...

The European Union is weighing direct investments in Australian mining firms to secure supplies of critical minerals including rare earths, the bloc’s Commissioner for Trade and Economic Security Maros Sefcovic says https://t.co/ifzHniEE7V ...