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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending due to a Q3 earnings beat, which has sparked discussions about profit-taking versus long-term holding strategies within the community. Despite positive earnings, some investors are concerned about a potential post-earnings dip, while others remain bullish, citing the company's growth potential and upcoming catalysts like rate cuts and potential S&P 500 inclusion. Community members are actively debating optimal entry points and whether the current price action is a buying opportunity or a temporary setback.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending as community members discuss a potential short squeeze, fueled by high short interest and positive catalysts like a new AI infrastructure joint venture and analyst coverage. Discussions also highlight the company's transition towards AI and data centers. Some traders are expressing bullish sentiment, anticipating a breakout and significant price appreciation.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is trending as community members highlight its potential connection to Solana ($SOL) and other cryptocurrencies. The community is actively discussing WAGMI's prospects within the crypto space, using it as a rallying cry. Some users are also discussing WAGMI in relation to potential profit rotations.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending due to a newly announced partnership with OpenAI, potentially integrating its payment platform into ChatGPT, sparking excitement about AI-driven commerce. The community is actively discussing the potential for revitalized growth and a boost in stock price, further fueled by positive earnings reports and the initiation of a dividend. Investors are weighing the implications of these developments on PayPal's future prospects.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as the community anticipates potential ETF approvals and discusses staking opportunities, with Bitwise launching a Solana staking ETF. Many are expressing bullish sentiment using the tag $WAGMI, while highlighting Solana's growing ecosystem and low fees that facilitate the spread of meme coins. There is also community discussion around Solana-based meme coins such as CAW and 401JK.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is trending as the stock rebounds, fueled by speculation around potential catalysts and a possible bottoming out after hitting multi-year lows. The community is discussing upcoming earnings, potential dividend sustainability, and whether the company is undervalued, while some express concerns about high labor costs and the CEO's direction. Recent insider buying and technical indicators are also contributing to the increased attention.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The "crow with knife" meme coin, $CAW, is trending as the community rallies around its multichain functionality across $SOL, $CRO, $ETH, and BASE. Community members highlight its fully circulated supply, deflationary mechanism, and organic growth. Bullish sentiment is fueled by the coin's strong partnerships and LayerZero integration.

WISeKey International Holding Ltd. is a cybersecurity company, which engages in offering digital security technology solutions. The firm operates through the Internet of Things (IoT), and Managed Public Key Infrastructure (mPKI) segments. The IoT segment refers to the design, manufacturing, sales and distribution of microprocessors operations. The mPKI segment includes all operations relating to the provision of secured access keys, authentication, signing software, certificates and digital security applications. The company was founded by Joao Carlos Creus Moreira and Philippe Doubre in 1999 and is headquartered in Zug, Switzerland.

WISeKey International Holding Ltd - ADR

WISeKey International is trending due to growing interest in quantum security and satellite-enabled IoT transactions, highlighted by news of upcoming satellite launches and partnerships. Community discussions revolve around the company's undervaluation compared to its subsidiary, $LAES, and potential for significant gains in the quantum computing sector. Some traders anticipate a breakout, citing technical indicators and the company's strategic positioning in post-quantum cryptography.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid a new agreement with OpenAI, restructuring ownership and extending IP rights, which has the community actively discussing its implications. The deal, valuing Microsoft's stake in OpenAI at approximately $135 billion, involves OpenAI committing to significant Azure service purchases and introduces AGI verification conditions. Investors are weighing the impact of this deepened AI partnership on MSFT's future growth and potential market capitalization.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

Hedera Hashgraph is trending as the crypto community discusses the recent launch of the HBAR ETF, one of the first altcoin ETFs to hit the market. While some express excitement about institutional access and validation, others feel the ETF's initial impact on price has been underwhelming, sparking debates about market manipulation and future potential.

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<ul class="summary-bullets"><li>U.S. Treasury Secretary Scott Bessent said on Sunday that Beijing is expected to delay the implementation of its licensing regime for rare earth minerals and magnets by a year.</li><li>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.</li><li>Trump and Xi are scheduled to meet on Thursday to take the final call on a trade deal.</li></ul>Critical Minerals stocks fell in premarket trading on Monday after the U.S. and China agreed to a framework agreement of a trade deal, which eased some concerns about Chinese critical minerals exports.MP Materials fell 5.3%, Critical Metals stock slipped 8.5%, USA Rare Earth, Lithium Americas, and Trilogy Metals fell between 4.3% and 7%.<h2 class="st-heading-2">Beijing To Pause Rare Earth Export Restrictions, Bessent Says</h2>According to a Reuters News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/bessent-says-china-delay-rare-earths-rules-by-year-buy-us-soybeans-2025-10-26/">report</a>, U.S. Treasury Secretary Scott Bessent said on Sunday that Beijing is expected to delay the implementation of its licensing regime for rare earth minerals and magnets by a year while the policy is reconsidered.China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. The latest dispute between the two countries began after China imposed export curbs on rare earths, especially to chipmakers and defense firms.Rare earths were part of a broader framework agreement between the two sides on the sidelines of an Association of Southeast Asian Nations meeting in Kuala Lumpur, Malaysia. &nbsp;“We are moving forward to the final details of the type of agreement that the leaders can review and decide if they want to conclude together,” Jamieson Greer, the United States trade representative, said to reporters, according to a New York Times report.While China’s top trade negotiator, Li Chenggang, described the talks between the two countries as “candid and in-depth discussions” on the trade deal, adding that the two sides had reached a “preliminary consensus.” Trump and Xi are scheduled to meet on Thursday to take the final call on a trade deal.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, USA Rare Earth, and Lithium Americas moved to ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:797/96;" src="https://news.stocktwits-cdn.com/MP_Oct_27_JPG_ba13aaa1bf.webp" alt="MP’s Sentiment Meter and Message Volume as of 06:11 a.m. ET on Oct. 27, 2025 | Source: Stocktwits" width="797" height="96"><figcaption>MP’s Sentiment Meter and Message Volume as of 06:11 a.m. ET on Oct. 27, 2025 | Source: Stocktwits</figcaption></figure>However, some traders were looking to buy the dip, citing fundamentals. “I’m buying the dips. U.S. won’t depend on China regardless of trade deals. It would be fool[ish] of us to repeat the same mistake,” one trader said about MP stock.<stembedurl>https://stocktwits.com/qzz5013/message/633773893</stembedurl>“The core thesis for $USAR isn’t built on day-to-day politics — it’s built on structural demand, domestic policy momentum, and a longer-term shift toward U.S. mineral independence,” another user wrote.<stembedurl>https://stocktwits.com/SatuchusNakamoto/message/633772646</stembedurl><h2 class="st-heading-2">What Has The US Done To Navigate The Trade Restrictions?</h2>The White House has stepped up its efforts over the past months to increase domestic production of critical minerals. The U.S. has taken stakes in companies such as Lithium Americas, MP Materials, Critical Metals, and Trilogy Metals.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/argentina-focused-equities-rally-after-milei-s-crucial-election-victory/cLG0d52R3M9">Argentina-focused Equities Rally After Milei’s Crucial Election Victory — ‘That Was A Big Win,’ Trump Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, metal cubes representing rare earth elements stacked in a stepped formation in front of the national flag of China.

Critical Minerals Stocks Fall Premarket As US, China Near Trade Deal

China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.

Equity

<ul class="summary-bullets"><li>Rare earth exports from China stood at 5,774 metric tons in September, compared with a seven-month high of 6,146 tons in August.</li><li>The critical minerals have become the focal point of growing trade tensions between Beijing and the U.S.</li><li>“I don’t want them to play the rare earth game with us.”- Trump fired a warning at Beijing on Sunday.&nbsp;</li></ul>Chinese rare earth exports declined in September, sequentially, after posting three straight months of gains, official data showed on Monday.According to a Reuters report, citing the General Administration of Customs, rare earth exports from the country stood at 5,774 metric tons in September, compared with a seven-month high of 6,146 tons in August. However, on a year-over-year basis, they rose 17.5%.The figures came amid already rising tensions between the U.S. and China over the curbs on rare earth exports, imposed by Beijing earlier this month.<h2 class="st-heading-2">Why Is China Putting Export Curbs On Rare Earths?</h2>Rare earth supplies from China, the top producer, have become the focal point of a growing trade dispute between Beijing and Washington, D.C. China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.While rare earth minerals are not particularly scarce, most of the world has grown to rely on China for these metals. China has invested heavily in its production amid a decline in non-Chinese sources, a situation that companies have blamed on China’s policy to set a low price floor.After implementing the export curbs, Beijing stated that some foreign organizations and individuals have transferred or supplied rare-earth materials originating from China to entities involved in military and other sensitive sectors, posing "serious harm" and potential threats to China's national security and global nonproliferation efforts.<h2 class="st-heading-2">What Is The U.S. Doing About It?</h2>The U.S. is looking to bolster its domestic production to meet the rapidly growing demand. The Department of Defense has taken a 15% stake in MP Materials, the top domestic producer. Washington has also agreed to acquire stakes in Trilogy Metals and Critical Minerals to help the companies advance their projects.On Sunday, Trump said that rare earths, soybeans, and fentanyl are expected to be key points of discussion with Beijing. “I don’t want them to play the rare earth game with us,” he reportedly told reporters on board Air Force One, days after he threatened to put 100% tariffs on Chinese exports to the U.S.<ul class="summary-bullets"><li><h2 class="st-heading-2">What Is Retail Thinking About US Rare Earth Stocks?</h2></li></ul>Retail sentiment on Stocktwits about rare earth miners, <a href="https://stocktwits.com/symbol/CRML">Critical Minerals</a>, MP Materials, and Trilogy Metals was in the ‘extremely bullish’ territory at the time of writing.Critical Minerals stock has more than tripled this year, while MP and Trilogy stocks have risen over fivefold.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/south-korea-says-substantial-progress-made-in-us-tariff-talks-ahead-of-apec-summit/ch6CNbiR3oM">South Korea Says ‘Substantial Progress’ Made In US Tariff Talks Ahead Of APEC Summit</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chinese Rare Earth Exports Drop 6% In September Amid Mounting Trade Tensions 

Rare earth exports from China stood at 5,774 metric tons in September, compared with a seven-month high of 6,146 tons in August.

The Metals Company (TMC) stock drew retail attention over the weekend as the traders pondered whether the U.S. government could acquire a stake in the company amid an ongoing trade tussle with China.Over the weekend, the Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/cd5244eb-a8e9-42bc-8939-71ba0fefa057">reported</a> that the U.S. is looking to buy as much as $1 billion of critical minerals to stockpile. The newspaper, citing public filings published in recent months by the Pentagon’s Defense Logistics Agency, said that planned purchases include as much as $500 million of cobalt, up to $245 million of antimony, and $100 million of tantalum.The move comes at a time when the U.S. is looking to reduce its reliance on China, which dominates the world’s supply of critical minerals. Last week, China imposed curbs on exports of rare earth technology, which eventually led to President Donald Trump threatening 100% import tariffs on Chinese goods.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC stock</a> was in the ‘extremely bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:794/101;" src="https://news.stocktwits-cdn.com/TMC_Oct_12_JPG_32965237e6.webp" alt="TMC’s Sentiment Meter and Message Volume as of 10:40 p.m. ET on Oct. 12, 2025 | Source: Stocktwits" width="794" height="101"><figcaption>TMC’s Sentiment Meter and Message Volume as of 10:40 p.m. ET on Oct. 12, 2025 | Source: Stocktwits</figcaption></figure>“I feel something big coming for tomorrow morning. The stars are aligned,” one user wrote, citing the FT article.<stembedurl>https://stocktwits.com/TheVixFix/message/632027277</stembedurl>“A U.S.–TMC deal could drop any moment. The setup is insane — don’t blink,” posted another bullish retail trader.<stembedurl>https://stocktwits.com/risk_vs_reward/message/632032704</stembedurl>&nbsp;TMC is among a handful of companies which has been exploring the bottom of the ocean to extract nodules containing high concentrations of manganese, cobalt, copper, and nickel, key elements in lithium-ion batteries. Earlier this year, FT also reported that the Trump administration is considering creating a stockpile of the nodules.In April, Trump instructed the federal government to ease and expedite the approval process for seabed mining, and TMC has already applied for a mining permit. In recent days, the Trump administration has also agreed to invest in mining firms such as Lithium Americas and Trilogy Metals.Last week, The Information reported that two senior administration officials attended the company’s investors’ meeting in August, sparking further conversations on Stocktwits about the U.S. acquiring a stake.TMC stock has surged over sevenfold this year on optimism surrounding critical minerals stocks and deep-sea mining.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/caterpillar-to-buy-australia-s-rpm-for-732-m-to-boost-mining-software-offerings/ch6STXpR3jX">Caterpillar To Buy Australia’s RPM For $732M To Boost Mining Software Offerings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Gerard Barron, Chairman and CEO of The Metals Company, in front of a ship.

TMC Stock: Retail Traders See Next Trump-Era Resource Play Amid Fresh China-US Trade Tensions

Over the weekend, the Financial Times reported that the U.S. is looking to buy as much as $1 billion of critical minerals to stockpile.

Trilogy Metals stock (TMQ) is headed for its biggest weekly gain after the U.S. agreed to buy a 10% stake in the company.The stock has gained an astonishing 215% this week, far outpacing previous advances. About 280 million shares have changed hands this week, more than thrice the previous weekly high of 88.8 million last November after Donald Trump won the U.S. Presidential election.The surge came after the Trump administration agreed to buy 8.2 million units of Trilogy Metals for $2.17 apiece from Australia’s South32. The U.S. also agreed to hold warrants to buy an additional 7.5% stake in the Vancouver-based company. The investment was part of a broader $35.6 million in funding for critical energy projects in Alaska.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals</a> was in the ‘extremely bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:791/96;" src="https://news.stocktwits-cdn.com/TMQ_Oct_10_JPG_a49063985a.webp" alt="TMQ’s Sentiment Meter and Message Volume as of 04:23 a.m. ET on Oct. 10, 2025 | Source: Stocktwits" width="791" height="96"><figcaption>TMQ’s Sentiment Meter and Message Volume as of 04:23 a.m. ET on Oct. 10, 2025 | Source: Stocktwits</figcaption></figure>According to TheFly, BMO Capital analysts downgraded Trilogy Metals to ‘Market Perform’ from ‘Outperform,’ but raised the price target to $5.50 from $3. The revised price target implies a 16% downside compared to the stock’s previous close.The brokerage reportedly flagged valuation for the downgrade following the stock's re-rating post the U.S. federal government investment. It said that while the news was "materially positive" for Trilogy, the shares are now trading at an "excess of multiples typically ascribed for development stage projects.” BMO also noted that challenges to the announcement may also emerge.The stock was still up over 2% in premarket trading in low volumes. So far this year, the stock has jumped 464%, tracking gains of critical minerals stocks.Alongside the investment, Trump also overturned a Biden-era decision to scrap the Ambler Road project, a 211-mile, industrial-use-only road connecting Alaska’s Dalton Highway to the mineral-rich Northwestern parts of the state.Trilogy Metals holds a 50% stake in the joint venture Ambler Metals, which controls the Upper Kobuk Mineral Project, which contains key mineral deposits including copper, zinc, lead, gold, and silver. The Ambler Road project will help the company begin mining activities.Also See: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-xrp-edge-lower-while-economists-flag-rise-in-jobless-claims/ch6aqJyR316">Bitcoin, Ethereum, XRP Edge Lower; Economists Flag Rise In Jobless Claims</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Currency and Exchange Stock Chart for Finance and Economy Display. (Image Courtesy: Getty Images)

Trilogy Metals Stock Is Headed For Best Week Ever: Will Analyst Downgrade Pour Cold Water On Gains?

About 280 million shares have changed hands this week, more than thrice the previous weekly high of 88.8 million.

The Metals Company (TMC) was the top trending ticker on Stocktwits after its shares jumped nearly 10% in premarket trading. The rally followed a report by The Information that the company was starting seabed mining with backing from the Trump Administration.According to the report, TMC expressed renewed optimism at an investor event in New York about starting seabed mining in the Pacific, primarily due to the Trump administration's explicit backing. The administration has been taking stakes in critical minerals companies, citing the industry as a strategic priority.Retail sentiment on <a href="https://stocktwits.com/symbol/TMC">TMC</a> remained unchanged in the ‘extremely bullish’ territory compared to a day ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.According to TheFly, The Information reported that the attendance of senior U.S. officials underscored the government's growing involvement in critical minerals, following a series of equity deals in lithium, copper, and rare earth companies. The momentum has fueled a sharp rally in TMC’s shares in the last few days amid speculation that it could be the next to receive federal support, the report added.On Tuesday, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/07/trilogy-metals-shares-surge-after-us-takes-stake-in-minerals-firm.html">CNBC reported</a> that the White House said it would take a 10% stake in Trilogy Metals as part of the current administration’s effort to unlock domestic supplies of copper and other critical minerals in the Ambler mining district in Alaska.Earlier on Thursday, China announced broad new curbs on rare earth exports, potentially jeopardizing its trade truce with the United States. Under fresh regulations from the Ministry of Commerce, companies must now secure a dual-use export license before shipping equipment or technology abroad that could be applied to rare earth mining, smelting, separation, metal processing, or the production of magnetic materials.Shares of TMC have gained 812% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/delta-ceo-ed-bastian-says-airline-operations-unaffected-by-federal-government-shutdown-report/ch67Fg9R3Kf">Delta CEO Ed Bastian Says Airline Operations Unaffected By Federal Government Shutdown: Report</a>

Why Did TMC Stock Surge 10% Premarket Today?

According to the report, TMC expressed renewed optimism at an investor event in New York about starting seabed mining in the Pacific, primarily due to the Trump administration's explicit backing.

China unveiled sweeping restrictions on rare earth exports on Thursday, which could upend a trade truce with the United States.According to the new rules issued by the Ministry of Commerce of China, exporters will be required to obtain a dual-use export license from the government before exporting equipment and technology that could be used overseas for rare earth mining, smelting, and separation, as well as metal smelting and the manufacture of magnetic materials.Rare earth materials, used in everything from electric vehicles to missile guidance systems, have been leveraged by Beijing as a potent weapon amid the trade war with the U.S. In April, China placed several key elements on an export restrictions list, which soon forced Western companies, from automakers to consumer electronics firms, to start curtailing their capacity before a trade truce resumed supplies.China dominates the rare earth industry, controlling 60% of production and 90% of refining capacity. The ministry also said that it will not approve applications intended for the development of weapons of mass destruction, territorial expansion, or the enhancement of military capabilities. It also said that licenses for high-end semiconductor makers will be approved on a case-by-case basis. &nbsp;The move comes amid a growing push by the Trump administration to bolster domestic rare earth production by encouraging businesses to establish facilities within the U.S. The White House has already agreed to take stakes in companies such as MP Materials and Critical Metals Corp.&nbsp;Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/CRML">MP</a> was in the the 'neutral' territory at the time of writing, while traders were 'extremely bullish' about <a href="https://stocktwits.com/symbol/CRML">Critical Metals</a>.The Commerce Ministry stated that some foreign organizations and individuals have transferred or supplied rare-earth materials originating from China to entities involved in military and other sensitive sectors, posing "serious harm" and potential threats to China's national security and global nonproliferation efforts.Entities on China's export control list and their majority-owned subsidiaries are also likely to be denied approval for exporting dual-use items and technologies, it added. However, Beijing also announced exemptions for humanitarian purposes, like emergency medical care, responses to public health emergencies, or natural disaster relief.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/civitas-resources-looking-at-potential-merger-with-permian-basin-peer-sm-energy/ch67OO5R309">Civitas Resources Looking At Potential Merger With Permian Basin Peer SM Energy: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

China Slaps Fresh Rare Earth Export Restrictions With Focus On Military, Semiconductors

The move comes amid a growing push by the Trump administration to bolster domestic rare earth production by encouraging businesses to establish facilities within the U.S.

U.S. rare earth stocks will likely garner increased investor attention on Monday, as China reportedly moved to impose strict regulations on rare earth minerals.According to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-25/china-s-rare-earths-companies-rally-after-beijing-tightens-grip">report</a>, citing the Ministry of Industry and Information Technology, Chinese authorities are pushing for a system to improve tracking of all domestic supply, including a requirement to send regular output data to the government.The plan announced on Friday was based on proposals unveiled in June 2024, the report added. The new regulation also clarifies the responsibilities of different bodies, like companies, local governments, and ministries, in managing output and monitoring any infringements.The new rules led to a sharp increase in the share prices of Chinese firms, such as China Northern Rare Earth Group High-Tech Co. and JL-Mag Rare-Earth Co., on Monday.Rare earth materials, used in everything from electric vehicles to missile-guidance systems, have been used as a potent weapon by Beijing amid the trade war with the U.S. China has put several key elements under an export restrictions list that has soon forced Western companies, from automakers to consumer electronics firms, to start curtailing their capacity.While shipments are slowly climbing back, the U.S. is bolstering its supplies of rare earth minerals and has taken a 15% stake in MP Materials, the largest U.S. supplier of rare earth elements, and loosened restrictions on deep-sea mining.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP stock </a>was in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:801/90;" src="https://news.stocktwits-cdn.com/MP_Aug_24_JPG_79766d08ca.webp" alt="MP’s Sentiment Meter and Message Volume as of 04:18 a.m. ET on Aug. 25, 2025 | Source: Stocktwits" width="801" height="90"><figcaption>MP’s Sentiment Meter and Message Volume as of 04:18 a.m. ET on Aug. 25, 2025 | Source: Stocktwits</figcaption></figure>The company, which stopped its refining operations in China following the trade war, has also signed a $500 million agreement with Apple to supply rare earth minerals.MP Stock has more than quadrupled this year, while the deep-sea mining firm The Metals Company has risen an eye-popping 326%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/oil-prices-rise-after-ukraine-attacks-on-russian-energy-infrastructure/chssKLaRd12">Oil Prices Rise After Ukraine Attacks On Russian Energy Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Drag-line excavator mines rare earth materials. (Photo by Kostiantyn Liberov/Libkos/Getty Images)

Rare Earth Stocks In Focus After China Moves To Strengthen Grip On Supplies

The new rules led to a sharp increase in the share prices of Chinese firms, such as China Northern Rare Earth Group High-Tech Co. and JL-Mag Rare-Earth Co., on Monday.

China’s rare earth exports to the U.S. jumped 76% in July compared to the previous month to hit a six-month high as Beijing loosened restrictions on the shipments of the critical minerals as part of a trade truce.According to a Bloomberg News <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-20/china-s-magnet-exports-to-us-hit-six-month-high-after-trade-deal">report</a>, China shipped 619 tons of rare earth minerals to the U.S. in July, up from the 353 tons in June.Shipments had hit rock bottom in May after China put several rare earth materials, used in electric vehicles and missile-guidance systems, on an export restrictions list and asked Chinese businesses to get a government permit before shipping their products abroad after U.S. President Donald Trump raised tariffs on Chinese goods to 145%. China dominates the rare earth magnet supply by processing around 90% of all materials.Western companies, from automakers to consumer electronics firms, soon began to feel the pressure and started curtailing capacity. Following trade talks in Geneva and London, the two sides agreed to cut tariffs mutually, and China agreed to resume rare earth exports for Washington’s concessions on artificial intelligence chips.Retail sentiment on Stocktwits about U.S.-based rare earth supplier MP Materials was in the ‘bearish’ territory at the time of writing, while traders were also ‘bearish’ about The Metals Company.<a href="https://stocktwits.com/symbol/MP">MP’s stock</a> has more than tripled in the past three months following the Pentagon's agreement to take a 15% stake in the company, as well as a $500 million supply agreement with Apple.Alongside the U.S., other countries also saw a boost in supplies. As per the Bloomberg News report, Exports to Japan rose 76%, while shipments to Germany gained 46%. Beijing more than doubled deliveries to India in July, amid tensions between Washington and New Delhi over tariffs.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-fiber-cement-maker-james-hardie-stock-slumped-after-hours/chsifqSRdWm">Why Fiber Cement Maker James Hardie Stock Slumped After-Hours?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Rare-earth mine in Baiyun'ebo or Bayan Obo. Baiyun'ebo or Bayan Obo is a mining town in Inner Mongolia in China.

China’s Rare Earth Exports To US Jump In July Amid Tariff Truce

Shipments had hit rock bottom in May after China put several rare earth materials, used in electric vehicles and missile-guidance systems, on an export restrictions list.

The Metals Company (TMC) CEO Gerard Barron praised the U.S. move to initiate talks with the Cook Islands over seabed resources, but warned that China could take advantage if Washington, D.C., does not step in.“The Cooks have an abundant seafloor resource, and it will fall [into] the way of China if [the] USA doesn’t show some love,” Barron <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gtbgtb/status/1952943500619661504">wrote</a> in a post on X after hailing the talks as a “great initiative.”Located halfway between Hawaii and New Zealand in the South Pacific, the Cook Islands comprise 15 islands with a total population of just over 15,000, according to 2021 data. It was a territory of New Zealand until 1965, when it became self-governing but in free association with New Zealand. The residents have New Zealand passports and citizenship."The Government of the United States of America has begun discussions with the Government of the Cook Islands to support the research necessary to inform seabed exploration and responsible development within the Cook Islands' Exclusive Economic Zone," the state department said on Tuesday.The outreach from the United States comes at a time when China is boosting its influence in the Pacific region. Earlier this year, China and the Cook Islands signed an agreement to collaborate on a range of areas, including education and deep-sea exploration, excluding security.The State Department further noted that U.S.-linked firms are at the forefront of deep-seabed mineral research and exploration in the Cook Islands.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC </a>was in the ‘extremely bullish’ territory at the time of writing, while retail chatter was ‘extremely high.’<figure class="image"><img style="aspect-ratio:718/92;" src="https://news.stocktwits-cdn.com/TMC_Aug_JPG_fee630ad35.webp" alt=" TMC’s Sentiment Meter and Message Volume as of 03:16 a.m. ET on Aug. 6, 2025 | Source: Stocktwits" width="718" height="92"><figcaption>TMC’s Sentiment Meter and Message Volume as of 03:16 a.m. ET on Aug. 6, 2025 | Source: Stocktwits</figcaption></figure>Earlier this week, TMC <a href="https://stocktwits.com/news-articles/markets/equity/tmc-reveals-23-billion-deep-sea-mining-potential/chrXkwURdT1">released</a> two independent technical economic assessments outlining the financial and operational prospects of its deep-sea mining initiatives in the Clarion Clipperton Zone (CCZ) of the Pacific Ocean.Together, the reports project a combined value of $23.6 billion for the company's NORI and TOML resource areas.TMC’s stock has more than quadrupled this year, driven by hopes of the company accumulating a significant share of the rare earth metals market that provides key components to electronics, electric vehicles, and other important industries.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/boeing-scores-big-win-with-8-b-cathay-pacific-order-for-14-widebody-jets/chr1otTRdPi">Boeing Scores Big Win With $8B Cathay Pacific Order For 14 Widebody Jets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Gerard Barron, Chairman and CEO of The Metals Company.

TMC Chief Gerard Barron Warns Cook Islands Seafloor Resources Will Fall Into China’s Hands If US Fails To ‘Show Some Love'

The U.S. State Department said on Tuesday it has begun talks with the Cook Islands over seabed exploration.

The Metals Company Inc. (TMC) released two independent technical economic assessments on Monday, outlining the financial and operational prospects of its deep-sea mining initiatives in the Clarion Clipperton Zone (CCZ) of the Pacific Ocean.&nbsp;Together, the reports project a combined value of $23.6 billion for the company's NORI and TOML resource areas.The centerpiece of the announcement is a Pre-Feasibility Study (PFS) for the NORI-D Project, which presents a projected Net Present Value (NPV) of $5.5 billion and declares the first-ever Probable Mineral Reserves from a polymetallic nodule project.&nbsp;Following the release,&nbsp;<a href="https://stocktwits.com/symbol/TMC">The Metals Company stock</a> traded over 22% in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ (70/100) territory amid ‘high’(64/100) message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:959/117;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_04_081151_png_8141b05b61.webp" alt="TMC’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Aug. 4, 2025 | Source: Stocktwits" width="959" height="117"><figcaption>TMC’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Aug. 4, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 113% increase in user message count over the past 24 hours. Stocktwits users lauded the pre-feasibility study.<stembedurl>https://stocktwits.com/NolaTum/message/623595218</stembedurl><stembedurl>https://stocktwits.com/Lunar_Ice_Miner/message/623594100</stembedurl>TMC aims to begin commercial production from the NORI-D site by the final quarter of 2027, pending regulatory approvals. At peak operation, expected from 2031 through 2043, the project is targeting an annual throughput of 10.8 million tonnes of wet nodules.&nbsp;With projected cash costs of $1,065 per tonne of nickel (inclusive of byproduct credits) and All-In Sustaining Costs (AISC) at $2,569 per tonne, TMC expects to operate in the lowest production cost quartile globally.&nbsp;The NORI-D Project is forecasted to maintain an average EBITDA (earnings before interest, taxes, depreciation, and amortization) margin of 43% over its 18-year life of mine.An accompanying Initial Assessment (IA) evaluated the remaining resource base across the NORI and TOML blocks, excluding NORI-D.&nbsp;The IA values the extended resource at $18.1 billion after-tax NPV, with an Internal Rate of Return (IRR) of 36%. Long-term projections from 2039 through 2058 indicate a steady EBITDA margin of 57%.The Metals Company stock has gained over 424% in 2025 and over 505% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/d-wave-quantum-s-meteoric-rise-brings-analysts-and-retail-traders-on-the-same-page/chrX1ziRdTQ">D-Wave Quantum’s Meteoric Rise Brings Analysts And Retail Traders On The Same Page: Here’s The Monday Morning Update</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TMC Reveals $23.6B Deep-Sea Mining Potential: Retail Says Stock ‘Crazy Profitable’

With projected cash costs of $1,065 per tonne of nickel (inclusive of byproduct credits) and All-In Sustaining Costs at $2,569 per tonne, TMC expects to operate in the lowest production cost quartile globally. 

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

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