Core Insights - The Trump administration is seeking a 10% stake in Lithium Americas Corp as part of a national security strategy, which has led to a significant stock surge of 67.75% [1][2] - This move is linked to a restructuring of a $2.26 billion federal loan for the Thacker Pass lithium mine in Nevada, which is projected to be the largest lithium operation in the Western Hemisphere by 2028 [2][3] - The administration's actions reflect a broader strategy to enhance U.S. domestic lithium supply and reduce dependence on China, which currently dominates the lithium refining and processing market [3][5] Company Developments - Lithium Americas is making substantial progress on the Thacker Pass project, with construction underway and mechanical completion expected by late 2027 [5] - The company is partly backed by General Motors, indicating a strategic partnership aimed at bolstering the U.S. lithium supply chain [3][5] - Lithium Americas holds a momentum rating of 64.51%, indicating a strong price trend across short, medium, and long-term periods [6] Industry Context - The global lithium market is undergoing significant changes, with increased supply pressure following announcements from major players like China's Contemporary Amperex Technology (CATL) [4] - Other companies, including Exxon Mobil, Standard Lithium, and Ioneer, are also advancing U.S. lithium projects to counter China's influence in the market [5]

Group 1: Kenvue and Tylenol - Kenvue's shares dropped 7.5% after President Trump linked Tylenol to autism, resulting in a loss of approximately $2.6 billion in market value [2][4] - The company strongly disagreed with the connection, stating that independent science shows acetaminophen does not cause autism [3] - Kenvue's shares rebounded over 6% the following day, indicating a recovery from initial panic, with analysts noting limited risk of new lawsuits and potential impacts on public opinion [4] Group 2: Lithium Americas - Lithium Americas' shares surged 98.7% to $6.10 after reports of the Trump administration seeking a 10% equity stake in the company [5][6] - This interest is linked to the renegotiation of a $2.3 billion Department of Energy loan for the Thacker Pass project, the largest lithium deposit in the Western Hemisphere [5][6] Group 3: Trump Media & Technology Group - Trump Media & Technology Group reported a Q1 operating loss of $12.1 million and a GAAP net loss of $327.6 million, largely due to non-cash expenses [7][8] - The company's stock has been volatile, dropping 21.47% to $48.66 and hitting 52-week lows, with analysts suggesting it behaves like a "meme stock" driven by social media rather than fundamentals [9] Group 4: Tariffs and Market Reactions - President Trump's threats of tariffs on Russia and India have created mixed reactions in the market, with the effective tariff rate expected to approach 20% [10][11] - The Congressional Budget Office noted that tariffs are contributing to inflation and potentially affecting wage growth, indicating a complex economic environment [11] Group 5: Government Shutdown Concerns - The looming risk of a U.S. government shutdown has historically not led to significant market declines, with the S&P 500 rising during past shutdowns [12][13] - However, immediate market sentiment was cautious, with stock futures slipping and gold prices rising, reflecting investor anxiety [13]

Company Performance - Micron Technology's stock fell 2.8% despite reporting better-than-expected profit and revenue, indicating high market expectations as the stock had already gained 97.7% year-to-date [3] - Freeport-McMoRan's stock dropped 17% after the company revised its copper sales forecast down by 4% and gold sales by approximately 6% for the third quarter [4] - Lithium Americas' stock surged 95.8% following reports of potential U.S. government ownership stake in the company, which is developing a lithium project in Nevada with General Motors [4][5] Industry Trends - U.S. stock indexes experienced a slight decline after a significant rally, raising concerns about stock prices becoming too high if the Federal Reserve does not meet rate cut expectations [2] - Homebuilders saw gains as U.S. new home sales in August exceeded economists' forecasts, with Lennar rising 2% and PulteGroup and D.R. Horton both increasing by 0.7% [6]

Market Overview - Major benchmarks on Wall Street eased after a series of strong gains, with the S&P 500 falling 0.55% to 6,656.92, the Nasdaq declining 0.95% to 22,573.47, and the Dow Jones Industrial Average edging down 0.2% to 46,292.78 [1] Micron Technology Inc. (MU) - Micron Technology's stock rose by 1.09%, closing at $166.41, with an intraday high of $168.99 and a low of $165.23. The stock's 52-week range is between $61.54 and $170.45 [2] - The company reported fourth-quarter revenue of $11.32 billion, surpassing analyst expectations of $11.22 billion, and exceeded earnings estimates with $3.03 per share, focusing on AI opportunities [2] BigBear.ai Holdings Inc. (BBAI) - BigBear.ai's stock surged by 12.85%, closing at $7.99, with an intraday high of $8.48 and a low of $7.21. The stock's 52-week range is $1.36 to $10.36 [3] - The company announced it will showcase its AI technologies in military maritime exercises, boosting investor confidence [3] Lithium Americas Corp. (LAC) - Lithium Americas saw a decline of 6.97%, closing at $3.07, with an intraday high of $3.23 and a low of $2.96. The stock's 52-week range is $2.31 to $5.20 [4] - In after-hours trading, the stock shot up over 78% to $5.47, as the Trump administration is negotiating a 10% stake in the company as part of a federal loan restructuring for its Thacker Pass lithium mine [4] Virgin Galactic Holdings Inc. (SPCE) - Virgin Galactic's stock climbed 11.61%, closing at $3.75, with an intraday high of $4 and a low of $3.39. The stock's 52-week range is $2.18 to $8.19 [5] - The company's stock was trending as space stocks gained attention across social media [5] Amazon.com Inc. (AMZN) - Amazon's stock fell by 3.04%, closing at $220.71, with an intraday high of $227.86 and a low of $220.07. The stock's 52-week range is $161.38 to $242.52 [6] - The company is facing legal challenges as the Federal Trade Commission initiated a trial over its Prime subscription cancellation process [6]

Core Insights - The Department of Energy (DoE) is reevaluating its substantial loan to Lithium Americas Corp. for the Thacker Pass lithium project, indicating potential shifts in funding and project viability [1]. Company Analysis - Lithium Americas Corp. is currently under scrutiny due to the DoE's reassessment of its financial support, which could impact the company's operational plans and financial stability [1]. - The focus on management, financials, and sector dynamics is emphasized as critical for understanding the company's value beyond stock price [1]. Industry Context - The lithium sector is experiencing heightened attention due to the increasing demand for lithium in electric vehicle batteries and renewable energy storage, making projects like Thacker Pass significant for future supply [1]. - Investors are advised to consider global macroeconomic factors and sector trends when evaluating companies in the lithium industry, as these elements can significantly influence stock performance [1].

The Trump administration is pursuing up to a 10% ownership stake in Lithium Americas Corp. LAC as part of talks to restructure a $2.26 billion federal loan supporting the company's Thacker Pass lithium mine in Nevada.The project, partly backed by General Motors with a $625 million investment for a 38% share, is expected to become the largest lithium operation in the Western Hemisphere when production begins in 2028, according to Reuters.Read More: Snap Stock Goes Full Meme—Buyout Rumors Meet Retail’s RoarGo ...

Micron Technology - Micron Technology reported Q4 2025 adjusted revenue of $11.32 billion, exceeding estimates of $11.15 billion, with adjusted EPS of $3.03, surpassing the consensus of $2.84 [2][8] - The company anticipates strong momentum into Q1 2026, forecasting adjusted EPS between $3.60 and $3.90 and adjusted revenue of approximately $12.2 billion [3][8] - Micron's growth is supported by significant investments in High Bandwidth Memory (HBM) technology, with plans for $4.5 billion in Q1 capital spending focused on HBM assembly and testing [3][8] U.S. Equity Markets - U.S. equity markets retreated from record highs, with the S&P 500 closing down 38.26 points, or 0.57%, and the Nasdaq 100 falling 0.7% [4][8] - The decline was influenced by Federal Reserve Chair Powell's comments, which provided no clear signals regarding further interest rate cuts [4][5][8] Lithium Americas - Lithium Americas is in discussions with the Trump administration for a $2.26 billion loan for its Thacker Pass lithium project, offering no-cost warrants equivalent to 5%-10% of the company's common shares [6][8] Tether - Tether plans to raise up to $20 billion through a private placement, indicating ambitious growth strategies for the stablecoin issuer [9][8] Boeing and Palantir - Boeing has partnered with Palantir to integrate artificial intelligence into its defense programs and manufacturing facilities, aiming to enhance operational efficiency and technological advancement [10][8]

The Trump administration is looking to take some equity ownership of another large publicly traded company.The decision comes after the administration began re-evaluating a $2.3 billion loan approved by President Biden for the development of a Nevada lithium deposit.As Bloomberg reports, the record-high loan to Lithium Americas Corp., finalized in 2024, would have provided most of the capital for the construction of a processing plant adjacent to the company’s Thacker Pass mine, on one of country’s largest ...

The Trump administration is seeking an equity stake of as much as 10% in Lithium Americas as it renegotiates terms of the company's $2.26 billion Energy Department loan for its Thacker Pass lithium project with General Motors , two people familiar with the discussions told Reuters. ...

Wealth Reports New Simplified Procedure for Assigning CEOL in Salar de OllagueSeptember 23, 2025 1:38 PM EDT | Source: Wealth Minerals Ltd.Vancouver, British Columbia--(Newsfile Corp. - September 23, 2025) - Wealth Minerals Ltd.  (TSXV: WML) (OTCQB: WMLLF) (SSE: WMLCL) (FSE: EJZN) (the "Company" or "Wealth") announces that on September 23, 2025, the Ministry of Mining reported that the Lithium and Salars Committee has resolved to open a new simplified procedure for the assignment of a Special ...