SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

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 a major talking point following its recent earnings report, which, despite beating on revenue and EPS, presented cautious forward guidance and a decision to pause share buybacks. This has ignited community debate, with many investors split between seeing a massive 'buy the dip' opportunity and expressing concern over slowing growth and the financial implications of a potential Warner Bros. Discovery acquisition. The discussion reflects a mixed outlook on whether strategic shifts will accelerate long-term value or introduce short-term headwinds.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing a significant downturn, with many in the community attributing the "brutal day" to broader geopolitical tensions and proposed tariffs. Traders are hotly debating whether the stock's historically oversold RSI levels present a "buy the dip" opportunity ahead of its upcoming earnings report or if further declines are imminent due to perceived stagnation in AI innovation.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending after CEO Ryan Cohen and another board member significantly increased their stakes in the company through recent share purchases. This insider buying has ignited a strong bullish sentiment among investors, who are actively discussing the potential for a short squeeze and viewing the moves as a vote of confidence. The stock's resilience amidst broader market volatility further fuels community speculation about future catalysts.

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SPDR Gold Shares ETF

SPDR Gold Shares ETF ($GLD) is trending strongly as escalating geopolitical tensions, particularly surrounding U.S.-Europe tariff threats over Greenland, drive a significant risk-off sentiment across markets. The community is actively discussing gold's role as a premier safe haven, pushing prices to new highs amidst global instability and concerns over economic and financial system shifts.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is trending due to recent positive Phase 1 clinical trial data for its eczema treatment, soquelitinib, which demonstrated strong efficacy and a favorable safety profile, initially fueling a significant surge in interest. This positive momentum is now tempered by a proposed $150 million public offering, sparking a community debate between those who see it as a strategic capital raise for a potentially breakthrough oral therapy and those concerned about dilution for an early-stage drug.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility as former President Trump's strong stance on Greenland and related tariff threats generate global market uncertainty, prompting a shift away from U.S. assets. The community is split, with many anticipating a rapid rebound for tech stocks while others warn of a deeper correction driven by these geopolitical tensions and broader concerns about AI's market impact.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

Top Wealth Group Holding Ltd. is actively discussed following its announcement to acquire a wine authentication and trading business, a strategic move to diversify into luxury products. This development, however, coincides with a public offering of units, leading to significant price fluctuations. Community sentiment is divided between those anticipating a strong rally due to the news and low float, and others cautioning against a potential "Chinese pump and dump" given the offering and historical volatility.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending following robust preliminary 2025 Ojemda product revenue and optimistic 2026 guidance, alongside the recently completed acquisition of Mersana Therapeutics. The community is actively discussing significant options activity and renewed buyout speculation, as analysts upgrade ratings and view the Mersana deal as strengthening the company's pipeline and commercial prospects.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United Airlines is trending strongly following a robust quarterly earnings report that exceeded profit expectations and offered an optimistic outlook for the current year. The community is actively discussing the airline's impressive growth in premium travel and loyalty programs, highlighting how its strategic focus is driving structural margin expansion and strengthening its market position against competitors.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is drawing significant attention following a long-term data center leasing agreement with Riot Platforms, seen as a strategic move to secure direct AI infrastructure. This development, combined with strong analyst conviction in AMD's growing AI market share and its impressive resilience during broader market weakness, is fueling active community discussion about its promising long-term trajectory.

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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

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

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