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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.

TMC the metals company Inc

The Metals Company (TMC) is trending due to significant U.S. regulatory advancements, including NOAA's expedited deep-sea mining permit processes and an upcoming Congressional hearing featuring its CEO. The community is actively discussing the national security implications of critical deep-sea minerals and the potential for a short squeeze, fueling strong bullish sentiment for the company's future.

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is a hot topic following Berkshire Hathaway's registration to potentially divest its substantial stake, sparking intense debate among investors. The community is sharply divided between those who see the recent price decline and strong dividend yield as a compelling buying opportunity for an undervalued consumer staple and those concerned about the company's historical underperformance and mounting competition from private label brands. The upcoming 2026 corporate split adds further speculation on whether it will truly unlock long-term value for the iconic food giant.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy (SWEAT) is trending as its innovative move-to-earn model continues to generate buzz, rewarding users for physical activity. The community is actively discussing recent token burns, its evolving utility as a multi-chain gas token, and new Web3 integrations, fueling optimism for its long-term potential within the crypto ecosystem.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing significant bullish momentum driven by promising five-year follow-up data for its personalized cancer vaccine in combination with Keytruda, with many in the community viewing this as a transformative breakthrough for mRNA technology in oncology. This news, coupled with a strong financial outlook and discussions around a potential short squeeze, is fueling investor optimism and a reevaluation of the company's future beyond its initial vaccine success.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. (NUAI) is experiencing strong bullish momentum following the completion of its Texas Critical Data Centers acquisition and a strategic partnership for a 1GW+ AI data center. The community is actively discussing an anticipated hyperscaler tenant announcement and potential short squeeze, with many comparing its growth trajectory to other major AI infrastructure players.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas (BOIL) is trending as a widespread "polar vortex" brings freezing temperatures across the U.S., driving intense heating demand and raising concerns about potential production impacts. The community is highly engaged in discussions about this "widow maker" asset's extreme volatility, with many celebrating substantial gains while others debate the sustainability of the rally and potential entry points for inverse plays. This dramatic weather event is poised to significantly impact natural gas storage levels, fueling both bullish sentiment and calls for caution.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel (INTC) is experiencing a significant rally leading up to its earnings report, driven by analyst upgrades and widespread community speculation regarding potential major partnerships like Apple and substantial US government contracts for its foundry services. Many investors are pointing to Intel's strategic importance in advanced chip manufacturing and a renewed focus on product leadership, with some anticipating a continued upward trend despite others warning of a "sell the news" event post-earnings.

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is seeing significant conversation as markets react to President Trump's evolving stance on tariffs against European allies, particularly concerning Greenland negotiations, alongside ongoing speculation regarding a Supreme Court ruling on existing trade duties. The community is actively debating how these geopolitical and policy uncertainties, coupled with concerns over Federal Reserve independence, will impact long-term Treasury bonds and overall market stability.

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 actively discussed as Chairman and CEO Ryan Cohen has made substantial open-market purchases of company shares over consecutive days, a move mirrored by another director. This significant insider conviction is electrifying the community, fueling speculation about a potential short squeeze and a belief that leadership is signaling strong future prospects for the stock.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

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Trilogy Metals Strengthens Strategic Advisory and Leadership Capabilities Following US Federal Investment to Advance Alaska Projects

Trilogy Metals Strengthens Strategic Advisory and Leadership Capabilities Following US Federal Investment to Advance Alaska Projects Trilogy Metals Strengthens Strategic Advisory and Leadership...

USAR Impacted by High Project Development Spending: What's Next?

USA Rare Earth faces rising development costs and losses as it builds U.S. rare earth projects, even as Round Top's commercial start moves up to late 2028.

Can USAR's Stillwater Facility Power Its Next Phase of Strength?

USA Rare Earth advances its Oklahoma NdFeB magnet plant, targets early 2026 commissioning, expands capacity to 1,200 tons and builds a $400M+ cash base.

<ul class="summary-bullets"><li>China’s export controls heightened supply risks, pushing rare earths and critical metals into strategic focus.</li><li>U.S. policy support, partnerships, and funding accelerated momentum across the sector.</li><li>Valuations diverged after the rally, with analysts still seeing selective upside despite execution risks.</li></ul>China’s hard line against President Donald Trump’s tariffs proved a blessing in disguise for at least one industry. Rare earth elements (REE) manufacturers and those making other critical metals shot to prominence amid the&nbsp;bilateral bickerings that threatened to derail the supply chain.&nbsp;China accounted for roughly 70% of global rare earth production and more than 85% of processing capacity in 2024, JPMorgan said in a report. As trade tensions between the U.S. and China escalated, Beijing&nbsp;tightened controls on the export of critical metals, stoking fears of supply shortages. These metals are essential for manufacturing high-performance permanent magnets, key components in electric motors, wind turbines, and a wide range of electronic devices.Against this backdrop, the Trump administration shifted its focus to strengthening domestic supply chains for REEs—a group of 17 metals that includes scandium, yttrium, and the 15 lanthanides—to ensure long-term supply security. Highlighting their strategic importance, JPMorgan, citing Oxford Economics, warned that even a partial disruption in REE supplies could shave around one percentage point off U.S. economic growth over two years.<h2 class="st-heading-2">Critical Metal Stocks Take Spotlight</h2>The&nbsp;<a href="https://stocktwits.com/symbol/REMX">VanEck Rare Earth and Strategic Metals ETF (REMX)</a>, which had been in a secular downtrend since early 2022, regained momentum amid rising geopolitical tensions over rare earth elements. The ETF bottomed in early April before staging a strong rally.<img src="https://news.stocktwits-cdn.com/REMX_5_YEAR_c_HART_png_c5249a3d5b.webp" alt="REMX 5-YEAR cHART.png">Source: KoyfinThe ETF has generated an 83% return this year, notably outperforming the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> (+16%) and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> (+14.4%).&nbsp;<img src="https://news.stocktwits-cdn.com/REMX_vs_SPY_vs_DIA_png_1354bd76dc.webp" alt="REMX vs SPY vs DIA.png">Source: koyfinThe industry's strong performance reflects the government’s focus. The U.S., which is heavily reliant on China for its REEs, has begun to look elsewhere. It has invested $400 million in MP Materials (MP), the only company to have a REE processing facility in the U.S. The Trump administration has also negotiated partnerships with countries such as Australia and Malaysia. While China dominated production, untapped reserves are found globally.<h4 class="st-heading-4" style="text-align:center;">Global Rare Earth Production &amp; Supply&nbsp;</h4><img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_5_12_17_AM_png_50c1095f36.webp" alt="Screenshot 2025-12-19 at 5.12.17 AM.png">Source: JPMorgan<h2 class="st-heading-2">Top-Performing Critical Metal Stocks</h2>Riding on the wave, some of the rare earth miners have notched up mindboggling gains this year. The&nbsp;<a href="https://stocktwits.com/symbol/TMC">Metals Company’s (TMC) stock</a> has jumped over 475% this year.&nbsp; TMC is not a rare earth miner, but is nevertheless engaged in the mining of other critical metals. Canada-based TMC is a deep-sea mining exploration company that mines polymetallic nodules, comprising nickel, cobalt, copper, and manganese in the Pacific.In June, Korea Zinc announced a strategic equity investment of $85.2 million in TMC, in exchange for 19.6 million common shares.<a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals (TMQ)</a> follows with a 290% year-to-date gain. Among&nbsp;other standout REE miners are&nbsp;<a href="https://stocktwits.com/symbol/NB">NioCorp Developments</a> (NB) and&nbsp;<a href="https://stocktwits.com/symbol/MP">MP Materials (MP)</a>.<img src="https://news.stocktwits-cdn.com/Critical_mining_stocks_png_3093e33cd7.webp" alt="Critical mining stocks.png">Source: KoyfinMP Materials’ stock received a bullish upgrade from Morgan Stanley earlier this month. Analyst Carlos De Alba also increased the price target for the stock to $71 from $69.50. The analyst attributed the action to permanent magnets, and REEs such as Dysprosium and Terbium remained restricted by China.<blockquote>“We think MP is well positioned to benefit as the US looks to develop a robust ex-China supply chain with MP at the center.”</blockquote>Morgan Stanley’s bullish stance stems from MP Materials’ partnership with the Department of Defense, which materially de-risks the company’s business model. The firm noted that the company plans to begin commercial production of permanent magnets used in critical military platforms and in green energy applications such as electric vehicles (EVs), wind turbines, and humanoids/robotics by the end of 2025. That said, the firm remains wary of execution risk.&nbsp;MP Materials recently announced a joint venture with Saudi mining company Maaden in November that could significantly boost its ability to expand its magnetics business. The JV aims at developing a rare earth refinery in Saudi Arabia.Peer, NioCorp, focuses on developing several critical minerals from the proposed Elk Creek, Nebraska, Project, with a particular focus on three commercial mineral products — Niobium, Scandium, and Titanium — from a single ore body.Recently, H.C. Wainwright raised the price target for NioCorp to $9.40 from $8.25 and maintained a ‘Buy’ rating, citing the growing popularity of rare earths, the company’s current liquidity position, and its timeline with the U.S. Export-Import Bank,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/niocorp-stock-price-target-raised-to-950-from-825-at-hc-wainwright-93CH-5142253">according</a> to Investing.com.&nbsp;<a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals (TMQ)</a>&nbsp; is an exploration and development company operating in the Ambler mining district located in northwestern Alaska, with a focus on critical metals such as high-grade copper, cobalt, zinc, lead, gold, and silver. Much of the company's gains came in early October, when Trump announced that the government would take a 10% stake in the company by investing $35.6 million to support mining exploration in Alaska’s Ambler Mining District.<h2 class="st-heading-2">Retail Mood Muted</h2>On Stocktwits, retail sentiment toward&nbsp;TMC was ‘neutral,’ while retailers held a ‘bearish’ view of the other three. While a bullish watcher&nbsp;<a href="https://stocktwits.com/Wolf0vs/message/639665730">said</a> he has never sold a TMC stock since 2023, a few held an outright negative opinion of the stock.<h2 class="st-heading-2">Valuations After Run-up</h2>In terms of trailing price-to-book ratio, MP Material’s valuation is 4.7 times compared to 5.9 times for Triliogy Metals and 4.3 times for NioCorp. TMC trades at a hefty 35.35 ratio.According to Koyfin, the average analyst price target suggests upside potential of 27% for TMC Metal, 52% for MP Materials, 35% for Trilogy Metals and 142% for NioCorp.Considering the current valuation and upside potential, NioCorp appears to be a better bet, followed by MP Materials.The industry is set to make waves yet again in 2026. Morgan Stanley named REEs and critical minerals as one of the key themes for 2026.<blockquote>“Consensus view is that the U.S. govt will continue to provide financial support for REE/CM reshoring efforts.”</blockquote>The firm also flagged other efforts the Trump administration has taken to prop up the critical mineral industry, apart from taking direct equity stakes in some companies. These include implementing a 10-year price floor for MP Materials Neodymium &amp; Praseodymium, REEs crucial for magnets, and materials-specific tariffs.Going forward, Morgan Stanley expects the government support to come in the form of “a more targeted, fiscally contained government framework in which support is delivered through project-level grants/loans and potentially complemented by a Section 232-equivalent mechanism for rare earths and critical minerals.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-inflation-ushers-santa-onto-wall-street-will-seasonal-trends-follow/cLeiYWMRErM">Soft Inflation Ushers Santa Onto Wall Street — Will Seasonal Trends Follow?</a>

Samples of rare-earth minerals from Baiyun'ebo or Bayan Obo mining district are on display at the Institute of Geology and Geophysics, Chinese Academy of Sciences (IGGCAS) on May 17, 2025, in Beijing, China. 

TMC Vs TMQ Vs NioCorp Vs MP Materials: These 4 Critical Metal Stocks Delivered Standout Gains In 2025 — Which Has the Best Risk-Reward Now?

Geopolitical tensions lifted critical metal stocks as U.S. reshoring efforts, government backing, and supply fears drove gains.

Equity

Geopolitical tensions lifted critical metal stocks as U.S. reshoring efforts, government backing, and supply fears drove gains.


USAR's Margins Hurt by High Project Development Costs: What's Ahead?

USA Rare Earth's margins face pressure as project development costs rise, with revenues still years away despite an accelerated timeline.

<ul class="summary-bullets"><li>The deal lifts CRML’s total committed offtake to 75% of Tanbreez’s rare earth concentrate, adding to earlier agreements with UCORE and ReAlloys.</li><li>The Romanian joint venture will receive half of the mine’s output for its entire lifespan.</li><li>Tanbreez is one of the world’s largest known rare-earth deposits, projected to contain over 27% of heavy rare-earth elements.</li></ul>Critical Metals Corp. (CRML) shares rose more than 5% in premarket trading on Tuesday, after the miner announced a joint venture with Romania’s state-owned Fabrica De Prelucreare A Concentratelor De Uraniu S.R.L. (FPCU) aimed at building a fully integrated rare earth supply chain.<a href="https://stocktwits.com/symbol/CRML">CRML</a> was among the top trending tickers on Stocktwits.<h2 class="st-heading-2">Details of The Agreement</h2>The term sheet gives CRML long-term rights to 50% of all Tanbreez rare earth concentrate and lays out plans to build, fund, and launch a modern rare earth processing facility in Romania. The planned Romanian facility will process this feedstock into rare earth metals and advanced materials, including aerospace- and military-grade magnets.Tanbreez is one of the world’s largest known rare-earth deposits, projected to contain over 27% of heavy rare-earth elements. The site also offers a key supply chain advantage with direct shipping access to the North Atlantic Ocean.The deal lifts CRML’s total committed offtake to 75% of Tanbreez’s rare earth concentrate, adding to earlier agreements with UCORE and ReAlloys. The Romanian joint venture will receive half of the mine’s output for its entire lifespan, helping supply European industries and defense sectors.CRML and FPCU will finalize the technical and commercial framework for the&nbsp;joint venture, including plant design and commercialization plans. The American miner said that updated feasibility models and timelines are expected by&nbsp;the first quarter (Q1) of 2026.Both CRML and the Romanian government will also apply for the recently announced €3.5 billion ($4.07 billion) package for the supply of rare earth metals to the EU.“This is a monumental game-changer for CRML and the entire Western world. By capturing immense downstream value from Tanbreez concentrate, we're not just building a plant — we're dismantling China's stranglehold on rare earths and empowering Europe with independent, secure supplies for its defense and national security needs,” said Tony Sage, CEO and Chairman of CRML.<h2 class="st-heading-2">U.S. Rare Earth Push</h2>The rare earth minerals sector has drawn significant attention this year, playing a key role in the U.S.-China trade tensions. With China dominating roughly 70% of global mining and nearly 90% of processing, the U.S. government has ramped up efforts to increase domestic production, investing in companies like Lithium Americas&nbsp;(LAC), MP Materials&nbsp;(MP), Critical Metals, and Trilogy Metals (TMQ).Last month, MP Materials signed a three-way joint venture with Saudi Arabia’s state-owned miner Maaden and the U.S. Department of War (DoW) to build a major rare-earth refinery in the country.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours, accompanied by ‘high’ message volumes.<figure class="image"><img style="aspect-ratio:931/100;" src="https://news.stocktwits-cdn.com/CRML_png_0492e39097.webp" alt="CRML.png" width="931" height="100"><figcaption>CRML's Sentiment Meter and Message Volumes in Premarket Trading on Dec. 9 | Source: Stocktwits</figcaption></figure>However, one user expects CRML stock to record strong gains.<stembedurl>https://stocktwits.com/tt01/message/638581486</stembedurl>Year-to-date, the stock has gained nearly 45%.€1 = $1.16Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/here-s-how-gold-is-performing-ahead-of-fed-rate-decision-tomorrow/cLIruj6REZ9">Here’s How Gold Is Performing Ahead Of Fed Rate Decision Tomorrow</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)

CRML Stock Soars After Romania JV Agreement To Challenge China’s Rare Earth Dominance

The deal gives Critical Metals the long-term rights to 50% of all Tanbreez rare earth concentrate.

MYR Group and UFP Industries have been highlighted as Zacks Bull and Bear of the Day

MYR Group surges as Zacks' Bull of the Day on booming electrification and AI-driven infrastructure demand, while UFP Industries struggles with weak housing markets and falling earnings expectations.

Can USA Rare Earth's Stillwater Facility Fuel Its Near-Term Momentum?

USAR advances its Stillwater plant toward commercial NdFeB magnet production, backed by fresh capital and a key acquisition.

Trilogy Balances Project Progress With Cautious Development Spending

TMQ keeps spending tight as Ambler Metals advances Upper Kobuk work, with costs running below budget and financial exposure well controlled.

Trilogy Metals vs. NioCorp: Which Mining Stock is a Smart Buy?

TMQ's disciplined spending and steady progress at the Ambler project highlight its stronger momentum versus its mining rival.

Trilogy Metals, Inc. engages in the development and exploration of mineral properties. The firm holds interests in the Upper Kobuk mineral projects that include the Arctic, a copper-zinc-lead-gold-silver and Bornite, a carbonate-hosted copper projects, which is located in the Ambler mining district in Northwest Alaska. The company was founded on April 27, 2011 and is headquartered in Vancouver, Canada.

Trilogy Metals Inc

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The S&P 500 enters 2026 after a strong run. What kind of return do you expect this year?

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