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NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as an UBS upgrade sparked bullish sentiment, with the community eyeing a potential short squeeze and significant gains. Traders are closely watching NIO Day and ES8 deliveries, drawing comparisons to other EV manufacturers like Tesla. The stock is facing resistance, but many believe it has the potential to reach much higher prices.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai ($BBAI) is trending amid high volume and community excitement, fueled by speculation of upcoming government contracts. A recent congressional disclosure of stock purchases by a politician and Goldman Sachs increasing their holdings has further amplified the buzz. Traders are closely watching key resistance levels, anticipating a potential short squeeze and aiming for significant gains.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IONQ is trending as the company received UK regulatory approval for its acquisition of Oxford Ionics, potentially accelerating its technology roadmap; the community is actively discussing the deal's implications and future catalysts such as the Quantum World Congress. Bullish sentiment is fueled by analyst upgrades, increased price targets, and perceived momentum in the quantum computing sector, while bears question the valuation and long-term profitability.

Lazydays Holdings, Inc. retails recreational vehicles, motorcycles, jet skis and related accessories. The company operates recreation vehicle dealerships, generating revenue by providing RV owners a full spectrum of products: RV sales, RV services, financing and insurance products, RV parts and accessories, RV rentals, third-party protection plans, and RV camping. Lazydays Holdings was founded in 1976 and is headquartered in Tampa, FL.

Lazydays Holdings Inc

Lazydays Holdings ($GORV) is trending due to a recent acquisition announcement and a letter of intent with Campers Inn, including consideration for furniture and equipment. The community is actively discussing the potential impact of this acquisition, with some speculating about a pump and dump, while others are encouraged by the company's book value. Discussions also include the possibility of future offerings and price targets.

Turbo Energy SA provides energy solutions. It engages in the developing, manufacturing and distributing of photovoltaic products. The company was founded on September 18, 2013 and is headquartered in Valencia, Spain.

Turbo Energy S.A. - ADR

Turbo Energy (TURB) is trending due to a significant $53 million contract to deploy solar storage projects, sparking excitement about the company's growth potential in the energy sector. Community discussions revolve around the stock's volatile price action, potential short squeeze opportunities, and comparisons to other high-flying stocks. Some traders are also noting its low float, which may contribute to price swings.

FGI Industries Ltd. engages in the supply of kitchen and bath products. Its products fall under the following categories: Sanitaryware, Bath Furniture, Shower Systems and Other. The Sanitaryware category offers bath products such as toilets, sinks, pedestals and toilet seats. The Bath Furniture category deals with wood and wood-substitute furniture for bathrooms, including vanities, mirrors, laundry and medicine cabinets, and other storage systems. The Shower Systems category includes a range of shower-related products such as shower walls, shower doors and shower basins. The Others category includes shower door and shower systems products, custom kitchen cabinetry, and other accessory items. The company was founded on May 26, 2021 and is headquartered in East Hanover, NJ.

FGI Industries Ltd

FGI is trending due to its low float and potential for a short squeeze, mirroring the recent movements of other low-float stocks. The community is actively discussing its high trading volume relative to its float, with some suggesting it could reach new highs. Several users are pointing to the company's fundamentals, such as cash position and lack of debt, as reasons for potential growth.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as community members highlight its strength within the defense sector and potential for further gains, with some eyeing triple-digit prices. A catalyst appears to be related to upcoming events and potential news, leading to discussions around its involvement in key defense programs. Investors are actively discussing its valuation, growth prospects, and potential contracts within the broader context of increasing defense spending.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors discuss the potential for a short squeeze and long-term growth in the quantum computing sector. Community members are actively debating the stock's valuation and future prospects amidst broader discussions about growing enterprise adoption of quantum technologies and advancements from competitors. Some traders are pointing to technical indicators and potential breakout levels, while others express skepticism, citing dilution concerns.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending as the community discusses its potential inclusion in the S&P 500 and the possibility of acquiring TikTok. Bullish sentiment is fueled by analysts raising price targets and expansion into international markets, while some traders are eyeing a potential pullback from recent highs and expressing concerns about overvaluation and manipulation.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine ($APPS) is trending as investors digest news of a potential equity offering, leading to mixed reactions within the community. While some view it as a strategic move to reduce debt and strengthen the company's financial position, others express concern about potential dilution. Bullish sentiment remains, fueled by recent positive earnings and long-term growth prospects in the mobile advertising space.

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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.

Equity

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.

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

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. 

The Metals Company (TMC) stock jumped over 15% in premarket trading on Monday, with retail traders heavily speculating about the findings of the company’s pre-feasibility study, expected to be released later in the day.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC</a> was in the ‘bullish’ territory at the time of writing, while retail chatter was ‘high.’Over the past week, the stock saw a 464% rise in retail message volume. The stock was the top trending ticker at the time of writing.Monday’s retail enthusiasm followed TMC CEO Gerard Barron's <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gtbgtb/status/1951356017201258712 ">announcement</a> last week that the company would unveil its long-awaited pre-feasibility survey (PFS) report, which will assess the economic viability of deep-sea mining. The company has already applied for a commercial recovery permit with the National Oceanic and Atmospheric Administration (NOAA).TMC will release an initial assessment report detailing the total estimated resources of the area. The twin reports could help the company receive institutional capital and greenlight the project.“Loads of great news coming, huge upside...you can still get in early, but more waiting will equal more regret,” one user wrote.<stembedurl>https://stocktwits.com/Come_what_may/message/623583297</stembedurl>“We'll be breaking that dependency on China's rare earth minerals soon enough,” another user wrote.<stembedurl>https://stocktwits.com/TraderGOAT/message/623582437</stembedurl>U.S. President Donald Trump has already issued executive orders to allow companies to extract minerals from the seabed, aiming to reduce the country's reliance on China, which dominates the rare earth market.A Wall Street Journal report suggests that China has yet to approve the flow of critical minerals for defense firms. The defense industry is now paying five or more times the previous price for specific materials and seeking alternative sources, as a direct consequence of Beijing’s curb on exports.Several private firms, such as Lockheed Martin, are also exploring partnering with deep-sea mining companies to provide a steady supply of critical minerals. In June, Korea Zinc acquired a stake in the company by investing $85.2 million.TMC Stock has risen more than 400% over the past year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/jp-morgan-teams-up-with-bux-to-offer-active-et-fs-to-european-customers-amid-booming-demand/chrXXQ9RdRx">JPMorgan Teams Up With BUX To Offer Active ETFs To European Customers Amid Booming Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TMC Stock Soars Premarket As Traders Brace For Crucial Pre-Feasibility Report: Retail Calls It A ‘Buy Now Or Regret’ Moment

 President Donald Trump has already issued executive orders to allow companies to extract minerals from the seabed, aiming to reduce the country's reliance on China.

U.S. Trade Representative Jamieson Greer has said that recent trade talks with China have focused on rare earth minerals, and the two sides have made progress in ensuring a steady supply of the critical elements to American shores.“We're focused on making sure that the flow of magnets from China to the United States and the adjacent supply chain can flow as freely as it did before the control,” Greer said at CBS’s Face the Nation program, which was aired on Sunday. “I'd say we're about halfway there,” he added.After U.S. President Donald Trump’s initial tariff salvo in April, China ordered its domestic suppliers to dramatically cut exports to the U.S. and other Western nations in a retaliatory move. Beijing resumed approving export requests in July after the U.S. agreed to make concessions in June following another round of trade talks.In the interview, Greer said that Trump will make the final decision whether to extend the tariff truce beyond the Aug. 12 deadline. He added, “We’re working on some technical issues, and we’re talking to the president about it.”However, a Wall Street Journal <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51?mod=hp_lead_pos1">report</a> suggests that China has yet to approve the flow of critical minerals for defense firms. The defense industry is now paying five or more times the previous price for specific materials and seeking alternative sources, as a direct consequence of Beijing’s curb on exports, according to the Journal, which cited several suppliers and defense executives.China dominates the rare earth landscape, holding approximately 90% of the market share in magnet production. While rare earth shipments to the U.S. rose to 353 tons in June, compared to just 46 tons in May, they remained way below the levels seen before the export restrictions.The U.S. is moving to reduce its dependence on Chinese rare-earth imports. In July, the Pentagon <a href="https://stocktwits.com/news-articles/markets/equity/mp-materials-stock-surges-on-multi-billion-dollar-department-of-defense-deal-for-rare-earth-magnets/ch8G5wnR5jt">agreed </a>to pay $400 million for a stake in MP Materials, the operator of the largest rare-earth mine in the Americas, which is ramping up production of magnets.Retail sentiment on Stocktwits about MP Materials was in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:797/100;" src="https://news.stocktwits-cdn.com/MP_Aug_4_JPG_73fd503647.webp" alt="MP’s Sentiment Meter and Message Volume as of 01:07 a.m. ET on Aug. 3, 2025 | Source: Stocktwits" width="797" height="100"><figcaption>MP’s Sentiment Meter and Message Volume as of 01:07 a.m. ET on Aug. 3, 2025 | Source: Stocktwits</figcaption></figure>Lockheed Martin CEO James Taiclet, speaking on an earnings call last month, called the deal “groundbreaking” and said it would help secure magnets critical for the F-35 fighter jet and cruise missiles. Still, officials have reportedly cautioned that building new supply chains will take time.<a href="https://stocktwits.com/symbol/MP">MP stock</a> has more than quadrupled this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/boeing-faces-first-fighter-jet-plant-strike-in-nearly-30-years-as-3-200-workers-reject-contract/chrX46ERdR1">Boeing Faces First Fighter Jet Plant Strike In Nearly 30 Years As 3,200 Workers Reject Contract, Retail Buzz Heats Up</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration portraits of US President Donald Trump and Chinese President Xi Jinping are displayed on computer screen as US flag is seen in Ankara, Turkiye on April 10, 2025.

Trump's Trade Rep Says Rare Earth Talks With China 'Halfway There' — But Beijing Reportedly Keeps US Defense Firms Under Pressure

The U.S. defense industry is now reportedly paying five or more times the previous price for specific materials and seeking alternative sources, as a direct consequence of Beijing’s curb on exports.

Trump's Trade Rep Says Rare Earth Talks With China' Halfway There' — But Beijing Reportedly Keeps US Defense Firms Under Pressure

China’s exports of rare earth magnets to the U.S. jumped nearly seven times in June compared to the previous month as trade tensions between the two countries eased after a series of talks.According to a Reuters report, citing data from the General Administration of Customs, exports of rare earth magnets jumped to 353 metric tons, from a paltry 46 tons in May. However, exports were still down 52% compared to the same period a year earlier.Beijing had 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, began to feel the pressure soon and began curtailing capacity. Beijing pledged to start exporting rare earths after the two sides struck an initial agreement in Geneva in May.However, Western businesses continued to complain that Chinese authorities were slow to grant export permits following the deals amid Beijing’s concerns over shipments of AI chips. However, a June pact paved the way for Nvidia to begin export of H20 chips to China, helping alleviate China’s concerns.Overall, China shipped 3,188 tons of rare earth permanent magnets last month, with Germany being its top destination in a relief to automakers. However, total exports were still down 38% compared to the same month in the previous year.Retail sentiment on Stocktwits about the U.S. rare earths firm <a href="https://stocktwits.com/symbol/MP">MP Materials</a> was still in ‘extremely bullish’ territory late on Sunday, while that of deep-sea miner The Metals Company (considered a Trump trade play) was ‘bullish.’MP’s stock has gained over 74% in the past month following the Pentagon's agreement to take a 15% stake in the company, as well as a $500 million supply agreement with Apple. Most retail traders on Stocktwits believed that the resumption of exports would not fundamentally change anything for U.S. producers.“They (China) have already threatened the U.S. and the rest of the world with restrictions, and the only way to remove that leverage is to go full speed ahead with domestic production,” one user said.<stembedurl>https://stocktwits.com/Shadowdoc1/message/621669920</stembedurl>Year to date, MP stock has nearly quadrupled in value while TMC has surged by a whopping 570%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/japan-s-ruling-party-loses-grip-as-trump-tariff-deadline-looms/ch8qvTDR5A4">Japan's Ruling Party Loses Grip As Trump Tariff Deadline Looms: What Happens Next?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

China's Rare Earth Exports To US Rise In June — But Retail Traders Feel It Doesn’t Change Things Much For American Miners

Chinese exports of the rare earth magnets jumped to 353 metric tons in June, up from a paltry 46 tons in May.

The Metals Company (TMC) stock rose 10.8% on Monday after The Financial Times reported that aerospace firm Lockheed Martin is discussing with mining companies the potential exploitation of its Pacific seabed licensing areas.“We are in early stages of conversations with several companies about giving them access to our licenses and allowing them to process those materials,” Chief Operating Officer Frank St John <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/53ae1dee-1377-48fe-b852-1bbd2167609d">said</a> to the London-based newspaper in an interview.U.S. regulators reportedly granted two eastern Pacific mining licenses in international waters to the U.S. aerospace giant in the early 1980s, but the firm never started work on them. As per the report, St John declined to elaborate on the potential value of the deposits in Lockheed’s licenses, saying only that the mining companies had “done the homework and determined there is value there”.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC</a> was in the ‘neutral’ territory during premarket hours on Tuesday.The International Seabed Authority is scheduled to meet in Jamaica this month to discuss the conditions under which it would allow mining to start. However, dozens of nations have raised concerns about deep-sea mining due to its impact on marine life.However, U.S. President Donald Trump has already issued executive orders to allow companies to extract minerals from the seabed, aiming to reduce the country's reliance on China, which dominates the rare earth market.One retail trader said that Lockheed has been “out of the game” for a while, and a partnership with TMC was the logical move.<stembedurl>https://stocktwits.com/FunnyBoy/message/620939880</stembedurl>TMC has already applied for a commercial permit to extract nodules at the National Oceanic and Atmospheric Administration.TMC stock has more than fivefold this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gold-shines-as-safe-heaven-bets-rise-ahead-of-us-cpi-data/ch8fCN9R5Fd">Gold Shines As Safe-Heaven Bets Rise Ahead Of US CPI Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TMC Stock Pops, Draws Retail Buzz As Lockheed Martin Reportedly Seeks Deep-Sea Mining Partners

U.S. regulators reportedly granted two eastern Pacific mining licenses in international waters to the U.S. aerospace giant in the early 1980s.

TMC shares dip as Iceberg Research rebuts Ives upgrade

Investing.com -- Shares of TMC the metals company Inc (NASDAQ:TMC) fell 3.3% on Monday after a blistering critique by short seller Iceberg Research targeted a recent bullish research note from Wedbush Securities that upgraded the company. The upgrade, authored by analyst Dan Ives, raised TMC to Outperform from Neutral with a price target hike to $11 from $6, citing increased U.S. support for domestic critical mineral chains and recent executive orders facilitating deep-sea mining.

Wedbush upgrades The Metals Company on U.S. policy boost, sees 66% upside

Investing.com -- Wedbush upgraded The Metals Company to Outperform from Neutral and raised its price target to $11 from $6 given a stronger U.S. government support and a faster path to commercial deep-sea mining following a recent executive order.

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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