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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is rallying as the community anticipates significant recognition for its groundbreaking cancer therapies, spurred by Dr. Patrick Soon-Shiong's compelling presentations and extreme short interest fueling discussions of an imminent squeeze.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is at the center of market attention ahead of its highly anticipated Q4 earnings report, with community discussion intensely focused on whether a potential blowout performance will propel the stock to new highs or trigger a "sell the news" event. This uncertainty is heightened by ongoing debates about AI spending, market maker influence, and concerns over China export controls.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as the community speculates intensely on potential market-moving comments from a political address, while also closely watching an upcoming major AI chipmaker's earnings report for broader market direction.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending after reporting mixed Q4 results, which showed increased revenue but also widening losses and substantial cash burn, fueling community debate over its long-term viability. The market is weighing future model launches and recent layoffs against persistent dilution concerns and the financial backing of the Saudi Public Investment Fund.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amidst a high-stakes bidding war for Warner Bros. Discovery, as WBD's board deems a higher Paramount Skydance offer potentially superior, giving Netflix a four-day window to respond. The community is fiercely debating if Netflix should raise its bid, risking further dilution, or walk away to collect a significant breakup fee, with added political scrutiny impacting the decision.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following its earnings report, which showcased strong revenue growth and new restaurant openings for fiscal 2025, alongside a positive outlook for fiscal 2026. The community is actively debating its high valuation and moderated same-store sales growth against its aggressive expansion strategy and perceived market share gains over competitors like Chipotle.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending after strong earnings were met with lower-than-expected 2026 sales guidance, triggering a sharp sell-off and community debate over the outlook, with bulls highlighting its U.S. manufacturing and competitive edge for growing energy demand, while bears focus on the near-term revenue concerns.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display Technologies, Specialty Materials, Environmental Technologies, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computer, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is experiencing a significant rally as escalating demand for its fiber optic solutions positions it as a critical infrastructure play for the accelerating buildout of AI data centers. The community is actively discussing a major agreement to supply a hyperscaler, anticipating additional similar deals, even as some caution about its rapid ascent and overbought indicators.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its recent earnings report, which included softer-than-expected subscription revenue guidance and an immediate CEO change aimed at accelerating AI transformation, intensifying the ongoing debate among investors. The community is sharply divided, with many questioning Workday's valuation and the broader enterprise software sector's growth trajectory amidst concerns about AI disruption and the use of non-GAAP financial metrics.

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<ul class="summary-bullets"><li>Management shake-ups, fresh capital raises, and partnerships—including the Uber robotaxi deal—signal urgency, but investors remain in “show-me” mode until execution improves.</li><li>The planned launch of lower-priced midsize EVs in 2026 is central to Lucid’s turnaround thesis, with analysts betting growth hinges on scaling volumes beyond its luxury niche.</li><li>Retail traders also remain on the sidelines amid the company’s checkered performance this year.</li></ul>Luxury electric-vehicle (EV) maker Lucid Group, Inc.’s (LCID) stock&nbsp;has been drained of charge this year. Even as the broader market and peers, including startups, took flight,&nbsp;<a href="https://stocktwits.com/symbol/LCID">Lucid’s stock</a> was stuck in reverse gear. Shaky industry fundamentals continued to haunt the companies in the space, but their shares weathered the downturn and generated positive returns for investors.&nbsp;What went wrong with Lucid? And how is it positioned for the near term? Most Wall Street firms covering the stock remain on the sidelines. Lucid has become more of a “Show-me” stock as investors and analysts alike seek execution before they can turn more constructive.Of the 10 analysts covering the stock, seven remain on the sidelines, and two are ‘bearish, while one has a ‘Buy’ rating, according to Koyfin. Nevertheless, the analyst remains optimistic about a resurgence. The average analyst price target for the stock is $18.06, implying over 50% upside from Wednesday’s close.<h2 class="st-heading-2">Lucid’s Torrid Stock Run</h2>Year-to-date (YTD), Lucid’s shares have fallen 63%, trading below the flat line for most of the year. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, a measure of broader market performance, has gained more than 18% during the same period&nbsp;after ending the previous session at a fresh&nbsp;peak.<img src="https://news.stocktwits-cdn.com/LCID_vs_Competition_png_fd47c466bd.webp" alt="LCID vs Competition.png">Source: KoyfinShares of EV leader&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla, Inc. (TSLA)</a>, which had its fair share of fundamental woes, came back from behind to turn in a strong second-half performance, thanks to optimism around the robotaxi launch. Fellow startup&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian Automotive, Inc. (RIVN)</a>, which recently wowed with its Autonomy Day announcements, has also seen substantial gains. Meanwhile, the winner among all is&nbsp;<a href="https://stocktwits.com/symbol/XPEV">XPeng, Inc. (XPEV)</a>, a nimble Chinese startup.More importantly, Lucid has generated negative returns in all the years that followed its public debut through a Special Purpose Acquisition Company (SPAC) merger with Churchill Capital Corp IV in July 2021.<img src="https://news.stocktwits-cdn.com/LCID_s_returns_since_IPO_png_c089f16368.webp" alt="LCID's returns since IPO.png">Source: Koyfin<h2 class="st-heading-2">Lucid’s Flailing Fundamentals&nbsp;</h2>Newark, California–based Lucid has struggled to grow revenue since transitioning to a commercial-stage automaker, hampered by production-scale challenges despite backing from Saudi Arabia’s deep-pocketed Public Investment Fund (PIF).<img src="https://news.stocktwits-cdn.com/Lucid_Revenue_Trajectory_png_21ea5794bc.webp" alt="Lucid_Revenue_Trajectory.png">Source: Fiscal.aiThe lacklustre topline growth is also due to weak deliveries, as the company’s pricier EVs failed to gain traction with price-conscious consumers. According to Spark Co, the average selling price (ASP) of Lucid EV is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sparkco.ai/blog/lucid">estimated</a> at $145,000 in 2025. This compares to the $55,000 ASP for EVs in the U.S., according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://recharged.com/articles/average-cost-of-electric-vehicle">Recharged.</a><img src="https://news.stocktwits-cdn.com/Lucid_Quarterly_Production_Deliveries_png_98ef2ead01.webp" alt="Lucid_Quarterly_Production__Deliveries.png">Source: Fiscal.aiThe company is yet to turn a profit, stung by higher input costs and other overheads.<img src="https://news.stocktwits-cdn.com/Lucid_In_The_Red_png_16e3cc6dd8.webp" alt="Lucid_In_The_Red.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">Lucid’s Resuscitation Efforts</h2>As&nbsp;Lucid’s fundamental fortunes hung in the balance, it effected a series of management changes, including the appointment of Taoufiq Boussaid as CFO in February. Gagan Dhingra had held the post on an interim basis since late 2023, when the then CFO, Sherry House, resigned. In the same month, the company announced that Peter Rawlinson would step down as CEO and be replaced by insider Marc Winterhoff on an interim basis. In early November, the company announced more key organizational changes to accelerate growth.Lucid was quick to raise financing during the year. It completed a $1.1 billion convertible senior note offering in April. Subsequently, the company raised $962 million through a private offering of convertible senior notes. It also received a $500 million investment from Uber, announced as part of a robotaxi collaboration. The three-way partnership among Lucid, Nuro and Uber for a next-generation robotaxi program that envisages deploying 20,000 or more Lucid vehicles over six years in dozens of markets worldwide. The first launch in a major city is planned for 2026.On the product front, the company launched its Gravity SUV in two variants, Touring and Grand Touring, with starting prices of $79,900 and $94,900, respectively.&nbsp;As its stock price teetered, Lucid implemented a 1-for-10 reverse stock split that took effect in late April.<h2 class="st-heading-2">What Retail Feels About Lucid</h2>Retail investors remain skeptical about Lucid’s path forward. On Stocktwits, users held a ‘neutral’ sentiment toward Lucid stock as of early Friday. The mood toward the stock has remained&nbsp;lackluster throughout the year.<figure class="image"><img style="aspect-ratio:722/450;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_26_at_6_46_51_AM_png_37b4d6482d.webp" alt="Screenshot 2025-12-26 at 6.46.51 AM.png" width="722" height="450"></figure><h2 class="st-heading-2">Road Ahead For Lucid</h2>Lucid’s next wave of lower-cost EVs will likely help the company vindicate itself, according to a S&amp;P Global&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/ea-to-be-taken-private-in-usd55b-buyout-as-consensus-point-to-modest-fy26-growth1">report,</a> which cited analysts. The company plans to launch its first midsize EVs in 2026, which it categorizes as “Future Vehicles.”Citing Visible Alpha consensus estimates, the firm said Future Vehicles’ ASP will be at $58,040 in 2027 compared to $73,371 for Air and $88,519 for Gravity. Analysts expect unit sales of 18,750 for Future Vehicles in 2027, generating $1.1 billion in revenue.&nbsp; S&amp;P Global is also optimistic&nbsp;about the near term:<blockquote>“Lucid’s overall revenue is projected to climb 60% year-on-year to $1.3 billion in 2025. Air remains the backbone with $920 million in expected sales, while Gravity—launched late last year—is forecast to scale quickly, with revenue jumping from $13 million in 2024 to $316 million in 2025.”</blockquote>In premarket trading, Lucid’s stock was down over 0.50% at $11.73.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/does-nvidia-s-groq-ldeal-expose-weak-spot-in-its-ai-chip-empire/cLeUTBGREwJ">Does Nvidia’s Groq Licensing Mega-Deal Expose A Quiet Weak Spot In Its AI Chip Empire?</a>

Lucid Gravity battery electric mid-size luxury crossover SUV on display during the 2025 Wheels at Mariënwaerdt car show on September 13 in Beesd, The Netherlands.

Lucid’s Moment Of Truth: Luxury EV Hype Meets A Brutal Market — Is The Low-Price Pivot Enough?

Lucid’s stock has badly lagged the broader market and EV peers, reflecting years of revenue stagnation, production challenges, and ongoing losses despite strong financial backing.

Equity

Lucid’s stock has badly lagged the broader market and EV peers, reflecting years of revenue stagnation, production challenges, and ongoing losses despite strong financial backing.


<ul class="summary-bullets"><li>Deliveries and revenue growth are inflecting higher, outpacing Tesla’s growth rates from a smaller base.</li><li>Autonomy &amp; AI strategy is boosting investor confidence in high-margin software potential.</li><li>Analysts remain cautious on cash burn, margins, and execution of upcoming R2/R3 models.</li></ul>Electric vehicle (EV) startup Rivian Automotive, Inc.’s (RIVN) shares have turned the corner. After falling nearly 44% in 2024,&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian’s stock</a> has gained more than 38% this year, with much of the gains back-end loaded. More importantly, Rivian’s stock gain has outpaced that of its bigger peer and market leader, Tesla, Inc. (TSLA).&nbsp;The Autonomy &amp; AI Day event held on Thursday produced a skeptical reaction from traders. Still, the stock soared over 12% in the very next session as Wall Street analysts’ positive assessment led investors to change their stance. Does the turnaround point toward an inflection in Rivian’s fundamentals? Here’s a deep dive into the year that was for the company:<h2 class="st-heading-2">Rivian’s Accelerating Revenue&nbsp;</h2>Rivian's topline was only about 6% of Tesla’s for the nine months ended September, but it outperformed Tesla in year-over-year (YoY) growth. The third quarter, notably, saw a scorching pace of development (78%), driven by strong software and services and automotive revenue. The management clarified on the earnings call that about half of the $416 million in third-quarter software and services revenue came from the software and electrical hardware joint venture we created with Volkswagen Group.<img src="https://news.stocktwits-cdn.com/RIVN_vs_TSLA_YTD_Revenue_Performance_png_77e52bc939.webp" alt="RIVN_vs_TSLA_YTD_Revenue_Performance.png">Source: Fiscal.ai<h2 class="st-heading-2">Rivian vs. Tesla: Whose Deliveries Grew Faster?</h2>A comparison of deliveries for the year shows Tesla and Rivian's delivery growth inflecting higher after negative YoY growth in the first two quarters. Once the turnaround occurred, Rivian’s growth far outpaced that of its larger rival.<img src="https://news.stocktwits-cdn.com/RIVN_vs_TSLA_Deliveries_Growth_png_dffb9e30e8.webp" alt="RIVN_vs_TSLA_Deliveries_Growth.png">Source: Fiscal.aiIn absolute terms, Rivian’s deliveries have grown sequentially in each of the three quarters of 2025, marking a record for the company.&nbsp;<img src="https://news.stocktwits-cdn.com/Rivians_Quarterly_Deliveries_png_9c53f2d336.webp" alt="Rivians_Quarterly_Deliveries.png">Source: Fiscal.aiRivian &amp; AutonomyAt Thursday’s event, Rivian suggested it is plunging headlong into an AI-first autonomy stack. The company plans to release an end-to-end “Large Driving Model,” and the hands-free driving feature will be updated this month. It has also developed an in-house chip to process data from the road and feed the AI model that powers its self-driving.Delving into the AI-centric approach, Scaringe said:<blockquote>“Our approach to building self-driving is really designed around this data flywheel. We're a deployed fleet, has a carefully designed data policy that allows us to identify important and interesting events that we can use to train our large model offline, before distilling the model back down into the vehicle.”</blockquote>Following the event, Goldman Sachs raised its price target for Rivian stock to $16 from $13 but kept a ‘Neutral’ rating, according to The Fly. The event underscored how Rivian views the vehicle as a platform for high-margin software, with future opportunities in advanced autonomy, third-party integrations, and potentially broader licensing, the firm said.Needham, which has a ‘Buy’ rating on the stock, upped the price target to $23 from $14. Analysts at the firm said the event increased their confidence in the company’s software-defined vehicles, which are increasingly becoming industry table stakes. They see Rivian's vertical integration allowing for fuller control, driving faster learning and feature iterations across driver interface and autonomy technology, giving it a “durable competitive advantage.”But RBC Capital Markets analysts remained skeptical. The Autonomy+ offering has potential to boost margins, though the low take-rates may persist without an eyes-off solution, the analysts said. Also, the analysts expressed concerns about liquidity and the profitability of the upcoming R2 and R3 models. The latter is a smaller, entry-level crossover/hatchback announced in March 2024.<img src="https://news.stocktwits-cdn.com/Rivans_Dry_Powder_png_d69f851e8f.webp" alt="Rivans_Dry_Powder.png">Source: Fiscal.ai<h2 class="st-heading-2">Rivian Stock vs. EV Rivals</h2>The Irvine, California-based company’s stock has generated the second-best returns among the U.S.-listed&nbsp;peers. Only XPeng (XPEN), a Chinese EV startup, fared better than Rivian, thanks to its strong delivery growth, roaring reception to its new model launches, international expansion and artificial intelligence (AI) as well as its tech investments.<img src="https://news.stocktwits-cdn.com/Rivian_vs_EV_Peers_1_year_return_png_bc9859c87b.webp" alt="Rivian vs EV Peers 1-year return.png">Source: Koyfin<h2 class="st-heading-2">Rivian’s Outlook</h2>CFO Claire McDonough reaffirmed the 2025 delivery guidance range of 41.5K to 43.5K at the September quarter earnings call. The executive also reiterated the adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss guidance range of $2 billion to $2.25 billion and a roughly breakeven gross profit outlook for the whole year.Rivian is widely expected to launch its next-generation R2 model in the first half of 2026. During the third-quarter earnings call, CEO RJ Scaringe said the R2 is addressing the most significant market opportunity with the right product, given the attractiveness of the addressable market. He noted that the average new vehicle purchase price in the U.S. is now just over $50,000, and the most popular configuration is a 5-seat SUV or crossover.<h2 class="st-heading-2">Rivian — A Retail Favorite?</h2>For much of the year, the EV maker has managed to elicit a positive mood from among retailers on the Stocktwits platform, with sentiment to ‘extremely bullish’ levels since its Autonomy &amp; AI Day event. Signaling increased interest, the stock's watcher count has risen by about 9% over the past year.&nbsp;<figure class="image"><img style="aspect-ratio:723/443;" src="https://news.stocktwits-cdn.com/RIVN_RS_png_b8f7f0def2.webp" alt="RIVN-RS.png" width="723" height="443"></figure>&nbsp;A bull among the retail community&nbsp;<a href="https://stocktwits.com/wrightbauer4/message/639151252">said</a>&nbsp;that Rivian’s revenue will likely increase by 30%-50% in 2026, while Tesla’s may remain flat or increase by up to 8%. “Today, I'm EXTREMELY bullish on Rivian stock. So far, in 2025, Rivian has not disappointed!” they said. “Just because Rivian was over-valued in 2021 when it IPOed does not mean it's over-valued NOW.”Another user&nbsp;<a href="https://stocktwits.com/BigBullnBear/message/639151455">called</a> Rivian’s autonomy “great compared to decades of promises from Elon. It solved FSD V10 in less than a year.”Wall Street analysts, however, do not share the same degree of optimism. Of the 25 analysts covering the stock, more than half (14)&nbsp;are on the sidelines, according to Koyfin. Only eight are either bullish or strongly bullish, and three have sell recommendations. The average analyst price target for Rivian is $15.75, implying nearly 15% downside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-offers-a-boost-to-open-ai-with-1-b-investment-and-grabs-a-spot-in-the-ai-race/cLICSRVREFF">Disney Offers A Boost To OpenAI With $1B Investment — and Grabs a Spot in the AI Race: A Win-Win Deal?</a>

 RJ Scaringe, Founder and CEO, Rivian, speaks onstage during Rivian's Autonomy & AI Day on December 11, 2025 in Palo Alto, California. 

For Rivian, 2025 Is A Comeback Year — But Can Its Stock Continue To Outrun Tesla With Big AI Bets? 

Rivian’s stock rebound is driven by faster delivery growth, expanding software revenue, and AI-led autonomy ambitions, though profitability, liquidity, and mass-market launches remain key risks.

Will Clean Energy ETFs Lose Momentum on Russia's REE Move?

Putin's rare earth extraction push may spark supply concerns, but clean energy ETFs like ICLN should stay resilient amid global green momentum. 

<ul class="summary-bullets"><li>Q3 revenue fell 15% YoY to $53.55 million, marking a slight beat relative to the consensus.</li><li>The materials segment revenue fell 50% YoY due to the stoppage of rare earth oxide (REO) sales to third parties in July.</li><li>MP Materials' stock has gained 225% this year, with the majority of the gains occurring after the company received the government's investment.</li></ul>Shares of rare-earth materials company MP Materials Corp. (MP) fell over 7% in Thursday’s extended session despite a quarterly beat. The company is transitioning from a supplier of rare-earth concentrates to a fully integrated producer of rare-earth magnets, moving from mining to processing, precursor materials production, and ultimately high-performance magnets.The Las Vegas, Florida-based company operates in a strategically important industry, prompting the Department of Defense to agree in July to invest $550 million in the company, giving the government a 10% stake.<h2 class="st-heading-2">MP Materials Q3 Snapshot</h2>James Litinsky, founder and CEO of MP Materials, said the company delivered another strong quarter. “This performance underscores the momentum we are building at a pivotal time for our Company and Country,” the executive said.“With key portions of our agreements with the Department of War commencing in the current quarter, we now have enhanced cash flow visibility to accelerate scaled magnet production in the United States—beginning with first commercial output from Independence by year-end.”&nbsp; Independence is the company’s downstream center for the production of rare-earth metals and magnets.On the earnings call, Litinsky said the third quarter was a “game changer,” marking a total acceleration as a “vertically integrated national champion with a transformed economic platform for long-term&nbsp;leadership,” according to the Koyfin transcript.MP Materials’ revenue for the fiscal year 2025 third-quarter revenue fell 15% year over year (YoY) to $53.55 million, marking a slight beat relative to the Fiscal.ai-compiled consensus of $53 million. The quarterly adjusted loss per share narrowed to $0.10 from $0.12, while analysts, on average, had modeled a loss of $0.16 per share.The Materials segment revenue fell 50% YoY to $31.6 million, due to the stoppage of rare earth oxide (REO) sales to third parties in July. The drop was offset to some extent by a $11.7 million increase in NdPr oxide sales, a rare-earth compound used in the manufacture of permanent magnets.The company also said it expects to return to profitability in the fourth quarter and beyond. It will begin&nbsp;<h2 class="st-heading-2">What Retail Feels About Stock After Q3 Print</h2>On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/MP">MP Materials</a> stock shifted to ‘bullish’ as of late Thursday, from ‘bearish’ the day before. The message volume also increased to ‘high’ levels, rising&nbsp;by more than 100% over the past 24 hours.A watcher said their favorite takeaway from the conference call is the management commentary regarding the company being profitable at least a quarter ahead of schedule. “How often does a mining company report that? Never,” they said. “Next ER should be fantastic and I truly believe that a price increase will occur in anticipation of great revenue reporting.”<stembedurl>https://stocktwits.com/Shadowdoc1/message/635297137</stembedurl>Retail also expressed optimism about a trade and economic deal that Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115506045885898474">announced</a> with Uzbekistan, under which Uzbekistan has agreed to invest in and purchase critical materials and other items from the U.S.&nbsp;<stembedurl>https://stocktwits.com/prettypositron/message/635301171</stembedurl>MP Materials' stock has gained 225% this year, with most of the gains coming after the government invested in the company.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-climbs-after-big-earnings-beat/cL2vKJbRER6">SoundHound Stock Climbs After Big Earnings Beat — Retail Traders Call It ‘A Gift’ At These Levels</a>

In this photo illustration, a person holds a smartphone displaying the logo of MP Materials Corp. (NYSE: MP).

Why Did MP Materials Stock Sink Over 7% In After-Hours Trading?

MP Materials said it expects to return to profitability in the fourth quarter and beyond.

Is This the Right Time to Bet on Clean Energy ETFs?

Despite policy headwinds, surging AI-driven power demand and falling renewable costs are powering clean energy ETFs higher.

The Zacks Analyst Blog Highlights ICLN, QCLN, ACES and PBW

A new U.S.-China rare earth deal could recharge clean energy ETFs like ICLN, QCLN, ACES, and PBW by easing supply-chain strains and stabilizing input costs.

U.S.-China Signs 1-Year Rare Earth Deal: Will Clean Energy ETFs Gain?

A new U.S.-China rare earth deal lifts hopes for clean energy ETFs, like ICLN and PBW, as supply chains stabilize and investor optimism returns.  

As Renewables Eclipse Coal, Is it Time to Invest in Clean Energy ETFs?

Renewables have overtaken coal in global power generation, putting clean energy ETFs like ICLN, QCLN and PBW in sharp investor focus.


Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 

Clean energy ETFs -ICLN, QCLN, PBW, ACES and FRNW - surge as global investment hits records, with momentum set to test U.S. policy headwinds in Q4.   

Clean Energy ETFs Slide Post Trump's Remark at UN: A Bumpy Road Ahead?

Trump's sharp criticism of green energy rattles investors, sending U.S. clean energy ETFs like ICLN, QCLN, ACES, TAN and PBW lower. 

First Trust Exchange-Traded Fund III - First Trust Nasdaq Clean Edge Green Energy Index Fund

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

QCLN
First Trust Exchange-Traded Fund III - First Trust Nasdaq Clean Edge Green Energy Index Fund

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