Market Overview - The trading day is nearing its end with stocks near session highs, indicating a positive market sentiment [2][4] - Small caps have outperformed larger caps, with the Russell 2000 index up 1.9% [4][8] - The Nasdaq composite rose over 300 points, approximately 1.4%, while the S&P 500 increased by 71 points [7][10] Earnings Expectations - Earnings expectations have risen across the board, marking one of the strongest upcycle revisions in several years [5][6] - Companies are expected to meet or exceed these heightened expectations, with early earnings reports showing encouraging results [6] Sector Performance - Nine out of eleven sectors in the S&P 500 finished in the green, with communication services, materials, and industrials being the biggest winners [9][10] - Defensive sectors like consumer staples and utilities saw declines, reflecting a "risk-on" sentiment in the market [10] Notable Company Performances - Apple shares gained nearly 4%, reaching a record high after positive demand reports for the iPhone 17 series [11][12] - Cleveland-Cliffs stock surged approximately 21.5% following stronger-than-expected earnings and a new partnership [13][14] - Zions Bancorp stock rose 4.6% ahead of its earnings report, recovering from a previous week's decline [15] Underperforming Stocks - Oracle shares fell 4.9%, continuing a downward trend after a significant drop the previous week, though still up over 66% year-to-date [17][18] - Applovin was the worst performer in the S&P 500, down 5.6% amid regulatory scrutiny [19] - BNP Paribas shares dropped 9% following a jury verdict related to its role in enabling genocide in Sudan, raising concerns about potential costly settlements [20][21] Emerging Trends - The wellness industry is seeing a shift towards women-focused resorts, addressing the historical lack of R&D in women's health [23][24] - There is a noted decline in demand for alternative milk products, attributed to changing consumer interests and environmental discussions [26][30]

Core Viewpoint - Cleveland-Cliffs (CLF) shares surged over 20% following the company's indication of a potential expansion into rare earth mining, which is timely given the current trade tensions with China and its dominance in the rare earth market [1][3]. Group 1: Stock Performance - CLF stock has increased more than 170% from its year-to-date low, reflecting strong market interest and investor confidence [2]. - The recent rally in CLF shares is attributed to the company's strategic move towards rare earth mining, which aligns with national security interests [4]. Group 2: Rare Earth Mining Potential - The company is exploring existing mines in Michigan and Minnesota for rare-earth deposits, which could enhance its market position amid rising supply chain concerns due to China's export restrictions [1][3]. - Federal support for domestic rare earth mining is evident, with previous deals such as an $8.5 billion partnership with Australia, indicating a favorable environment for CLF's expansion plans [4]. Group 3: Financial Performance - In its fiscal third quarter, CLF reported revenue of $4.73 billion, which was lower than expected, alongside an adjusted per-share loss of $0.45 [5]. - Despite the disappointing earnings, steel shipments increased to 4.03 million net tons, driven by improved demand from the global automotive sector, showcasing the core business's resilience [5]. Group 4: Cost Management and Strategic Partnerships - The company has shown fiscal responsibility by reducing its full-year capital spending forecast from $600 million to $525 million and lowering administrative costs guidance, which supports a bullish outlook for CLF shares [5][6]. - A new memorandum of understanding (MOU) with a major global steel producer is expected to be highly beneficial for shareholders, further enhancing the company's growth prospects [6].

Group 1 - Westwater Resources (NYSE: WWR) is developing a plant for commercial-scale graphite production, with existing offtake agreements, including one with Stellantis (STLA) [2] - The company is also pursuing an offtake agreement for graphite fines, indicating a strategic focus on expanding its product offerings [2] - The Value Lab, an investment group, emphasizes long-only value ideas and aims for a portfolio yield of approximately 4%, highlighting its success in international markets over the past five years [1][2] Group 2 - The Valkyrie Trading Society consists of analysts who focus on high conviction, obscure developed market ideas that are expected to yield non-correlated and outsized returns in the current economic climate [3]

We are discussing critical minerals and rare earths, and we're going to be signing an agreement that's been negotiated over a period of four or five months. And it was sort a good timing that we got it done just in time for the visit. And we work together very much on rare earths, critical minerals and lots of other things.And we've had a very good relationship. We've been working on that for quite a while. In about a year from now, we'll have so much critical mineral and rare earths that you won't know wha ...

Core Viewpoint - A major U.S. steelmaker, Cleveland-Cliffs, is initiating plans to boost domestic production of rare earth minerals in response to China's trade restrictions, aligning with U.S. government efforts to enhance material independence [1][5][6]. Company Strategy - Cleveland-Cliffs is refocusing on its upstream mining assets to capitalize on the growing importance of rare earths, as stated by CEO Lourenco Goncalves [2]. - The company has identified two sites in Michigan and Minnesota with significant potential for rare earth mineralization based on geological surveys [4]. Market Context - The move by Cleveland-Cliffs is in line with the Trump administration's strategy to diversify sourcing of critical metals, which are essential for various technologies, including electronics and defense systems [5][6]. - The company aims to contribute to American manufacturing's independence from foreign sources for essential minerals [7]. Industry Implications - The U.S. government is actively seeking to address trade imbalances with China, particularly concerning rare earths, which have become a focal point in the ongoing trade dispute [9][10]. - Recent threats from the Trump administration to impose significant tariffs on China highlight the escalating tensions surrounding rare earth mineral exports [14].

Core Viewpoint - Toronto-listed miner Gold Reserve has accused firms advising a U.S. court on the auction of Citgo Petroleum's parent of receiving approximately $170 million in fees from a bidder that was recommended as part of the auction process [1] Group 1 - Gold Reserve claims that the advisory firms have a conflict of interest due to the substantial fees received [1] - The accusation raises concerns about the integrity of the auction process for Citgo Petroleum's parent company [1] - The situation highlights potential issues in the governance and oversight of large asset auctions [1]

Core Viewpoint - Mineros S.A. has initiated investor meetings for a senior notes offering through its subsidiary Mineros Netherlands B.V., aiming to raise $400 million with a five-year tenor [1] Group 1: Offering Details - The offering is set at $400 million and will have a five-year tenor [1] - The notes are expected to be the senior unsecured general obligations of Mineros Netherlands [1] - The offering will be guaranteed by Mineros S.A. [1]

Core Insights - Royalties Inc. will present at the Planet MicroCap Showcase: Toronto 2025 on October 22, 2025, at 11 AM EST [1] - The company is inviting investors to book one-on-one meetings during the event [1] Company Overview - Royalties Inc. holds a 100% interest in the Bilbao silver-zinc-lead project, which has a resource of 20 million ounces of silver equivalent located in Zacatecas, Mexico [4] - The company owns 88% of Minera Portree de Zacatecas, S.A. de C.V., which has a court-approved 2% net smelter royalty on five mining concessions known as the 'Portree claims' [4] - Royalties Inc. has a 4.9% stake in Music Royalties Inc., which has acquired 31 cash-flowing catalogs and has paid over $12 million in dividends since 2019, generating a 7.2% annual yield [4]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Accessibility StatementSkip Navigation SAN BERNARDINO, Calif., Oct. 20, 2025 /PRNewswire/ -- Locksley Resources Ltd. (ASX: LKY;Â OTCQX: LYRF), announced the company has achieved a significant milestone with the production of a 100% American made antimony ingot, indicating the return of U.S. domestic antimony metal production in decades. Additional information: https://announcements.asx.com.au/asxpdf/20251020/pdf/06qrb935vmr84j.pdf Continue Reading Locksley's 100% American Made Antimony Ingot The milestone r ...