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QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending following news of its Snapdragon Ride Pilot system launching in BMW's iX3, highlighting increased automotive revenue and a push into ADAS. The community is discussing the potential for this and upcoming Snapdragon Summit announcements to drive the stock higher, with some eyeing a move towards long-term resistance levels. Bullish sentiment is fueled by Qualcomm's attractive valuation compared to its peers.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is trending amid discussions around rare earth elements and a recent deal with Australia, potentially positioning the company to benefit from efforts to reduce reliance on China. Community members are actively debating the impact of this deal, analyzing options flow, and speculating on potential catalysts such as government contracts, with some expressing concerns about dilution. Technical analysis and trading strategies are also being heavily discussed, with many participants closely watching for key price levels.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending as investors discuss its volatile price action and potential acquisition of Larvotto Resources, with some expressing concerns about valuation and dilution. Community members are weighing the impact of US-China trade relations and the company's strategic position in antimony production, particularly in light of government contracts and expansion plans. Bullish investors are accumulating shares, anticipating future growth and potential government support for UAMY's role in securing domestic supply chains.

Click Holdings Ltd. operates as a holding company which provides temporary and permanent personnel solutions. Its services include professional solution services, nursing solution services, and logistics and other solution services. The company was founded by Chan Chun Sing on January 31, 2024 and is headquartered in Hong Kong.

Click Holdings Ltd. - Ordinary Shares - Class A

Click Holdings Limited

Click Holdings (CLIK) is trending due to renewed trading momentum following a report of strong revenue growth, sparking discussions of a potential short squeeze given its low float. The community is weighing the impact of insider ownership and potential for high volatility. Some traders are highlighting the stock's potential for significant gains, while others caution about its history and risk of dilution.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending as the stock plunges following a pause in clinical trials due to a patient developing liver problems, sparking discussions about the safety of gene editing and its impact on the sector. While some investors are concerned about the potential long-term implications, others view the overreaction as a buying opportunity, emphasizing the long-term potential of CRISPR technology and the company's pipeline. Community members are debating whether the trial pause is a temporary setback or a more serious issue, with some pointing to the patient's age and BMI as contributing factors.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include SyndAccess, Revuforj, Niktimvo, and IncyteCARES. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

SNDX is trending as investors discuss its potential in the menin inhibitor space alongside competitor KURA, weighing its two FDA-approved drugs and revenue against KURA's upcoming PDUFA. Community members are highlighting SNDX's high short interest, potential buyout scenarios, and upcoming earnings as factors driving current interest. Some traders are debating the impact of FDA label expansion and a boxed warning on future growth.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

IMG Crypto is trending as the community buzzes about passive income opportunities through holding and earning Solana rewards. Discussions highlight the project's ongoing development, including participation in a Solana hackathon, and the potential for transparent, community-driven growth within the DeFi space. Some users express skepticism, while others voice strong conviction in the project's long-term potential and unique reward system.

DZZ provides -2x the daily performance of futures contracts relating to gold. The notes index selects contracts based on the shape of the futures curve to minimize contango.

Deutsche Bank AG London - DB Gold Double Short ETN

PowerShares DB Gold Double Short ETN

DZZ is trending due to discussions around potential gains as a double short gold ETF, with community members pointing to gold's struggles and anticipating further downward movement. Some traders highlight technical indicators suggesting a possible squeeze, while others reference broader market conditions and their potential impact on gold prices. Overall, the sentiment leans towards DZZ benefiting from a bearish outlook on gold.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending due to its newly announced NFL apparel partnership with Fanatics, sparking mixed reactions; while some investors see it as a growth opportunity, others question the brand's direction. The community is actively debating the potential impact of the deal, with some expressing concerns about short sellers and possible manipulation amidst overall bearish sentiment related to the stock's recent performance.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as discussions revolve around its potential breakout and the upcoming vote on Elon Musk's compensation package, with some believing approval is crucial for the company's future. Community debates center on Tesla's valuation, profitability, and the impact of Musk's leadership and AI advancements. Traders are actively monitoring key price levels, anticipating volatility and potential shorting opportunities if certain resistance levels hold.

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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>Trilogy Metals said that the Ambler Access Project is a proposed 211-mile, industrial-use-only road from the Upper Kobuk Mineral Projects to the Dalton Highway.</li><li>The firm said on Friday that the issuance of these permits follows the October 6 Presidential decision under Section 1106 of the Alaska National Interest Lands Conservation Act.</li><li>In early October, the U.S. agreed to buy a 10% stake in Trilogy Metals.</li></ul>Trilogy Metals (TMQ) shares jumped nearly 20% after the company announced that the Alaska Industrial Development and Export Authority had executed the Right-of-Way permits for the Ambler Access Road.The company&nbsp;said that the permits have been executed with the U.S. Army Corps of Engineers, the National Park Service, and the Bureau of Land Management, formally re-establishing the federal authorizations required to advance the road project.Trilogy Metals said that the Ambler Access Project is a proposed 211-mile, industrial-use-only road from the Upper Kobuk Mineral Projects to the Dalton Highway. This project would enable the advancement of exploration and development at the Ambler Mining District in Northwest Alaska, home to some of the world's richest known copper-dominant polymetallic deposits, the company said.The company said that the issuance of these permits follows the October 6 Presidential decision under Section 1106 of the Alaska National Interest Lands Conservation Act, directing federal agencies to re-issue the authorizations necessary for the construction and operation of the Ambler Access Road.The executed permits restore the 50-year right-of-way across federally managed lands originally granted in 2020, the company said.<h2 class="st-heading-2">U.S. Stake In Trilogy Metals</h2>In early October, the U.S. agreed to buy a 10% stake in Trilogy Metals. The Trump administration reached a deal to purchase 8.2 million shares of the company from Australia’s South32 at $2.17 each.As part of the agreement, the U.S. also secured warrants to acquire an additional 7.5% stake in the Vancouver-based firm. The transaction is part of a larger $35.6 million investment package aimed at supporting critical energy initiatives in Alaska.<h2 class="st-heading-2">CEO Tony Giardini’s View</h2>Tony Giardini, CEO of Trilogy Metals, said that the execution of these federal permits marks a pivotal milestone for the Ambler Road and the State of Alaska.“The road will provide access to a mining district that has the potential to strengthen the United States’ ability to secure domestic supplies of copper and other critical minerals essential to national defense, energy infrastructure, advanced manufacturing and the rapid growth of AI data centers,” he said.Retail sentiment on Trilogy remained unchanged in the ‘bearish’ territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/TMQ">Shares of Trilogy Metals</a> have gained nearly 410% this year and soared 809% 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/nhtsa-reportedly-probing-tesla-mad-max-driver-assist-mode-for-safety-details/cLGJMJhR3th">NHTSA Reportedly Probing Tesla’s ‘Mad Max’ Driver Assist Mode For Safety Details</a>

 In this photo illustration, the Trilogy Metals logo is seen displayed on a smartphone screen. 

TMQ Stock Soars 20% After Issue Of Ambler Road Permits Following Presidential Decision

Trilogy Metals said that the Ambler Access Project is a proposed 211-mile, industrial-use-only road from the Upper Kobuk Mineral Projects to the Dalton Highway.

Ride the Rare Earth Stock's Trade Wave? 

The hottest trade of late hasn't been in AI, instead, stocks of companies that are engaged in the production or servicing of rare earth minerals and elements have taken the spotlight.

<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.

Zacks Investment Ideas feature highlights: Lithium Americas, MP Materials, USA Rare Earth, Trilogy Metals and JPMorgan Chase

A rare earth surge is underway as LAC, MP, USAR, TMQ, and JPM capitalize on US supply chain initiatives.

Trilogy Metals stock (TMQ) hit a fresh all-time high of $11.29 on Tuesday as the stock continued to remain in the spotlight after&nbsp;the U.S.&nbsp;government agreed to buy a 10% stake in the company.The escalation in U.S.-China trade animosity, with China planning to impose rare earth export curbs and&nbsp;the U.S. responding with massive tariff hikes, is also contributing to the stock's upward momentum.&nbsp;At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals’ stock</a> pared some of the gains and traded over 50% higher. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_125451_png_7836d080a8.webp" alt="TMQ’s Sentiment Meter and Message Volume as of 12:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits" width="935" height="106"><figcaption>TMQ’s Sentiment Meter and Message Volume as of 12:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 392% increase in user message count in 24 hours as of Tuesday morning. A bullish Stocktwits user expressed optimism about the government’s stake in the company.&nbsp;<stembedurl>https://stocktwits.com/crabappletree/message/632253636</stembedurl>Another user highlighted the importance of critical metals in AI and quantum computing.&nbsp;<stembedurl>https://stocktwits.com/royalsguy/message/632257515</stembedurl>The Trump administration agreed to purchase 8.2 million shares of Trilogy Metals at $2.17 each from South32, an Australian company.&nbsp;The U.S.&nbsp;government also has the option to acquire an additional 7.5% stake in the company in the future. This deal was part of a larger $35.6 million investment in important energy projects in Alaska.The administration also approved the Ambler Road Project, a proposed 211-mile industrial road from the Dalton Highway to Alaska’s remote Ambler Mining District (District) that would enable access to large deposits of copper, cobalt, gallium, germanium, and more.Trilogy Metals has a 50% interest in Ambler Metals LLC, which has a 100% interest in the Upper Kobuk Mineral Projects (UKMP) in northwestern Alaska.Trilogy Metals' stock has gained over 736% in 2025 and over 1,757% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-dgx-spark-lands-at-starship-hq/ch6mBL1R3la">Nvidia’s DGX Spark Lands At Starship HQ As Jensen Huang Hand-Delivers It To Elon Musk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trilogy Metals Stock Hits Fresh All-Time Highs On Optimism Around US Government’s Stake In The Company

The Trump administration agreed to purchase 8.2 million shares of Trilogy Metals at $2.17 each from South32, an Australian company. 

Washington & Wall Street Mobilize for Rare Earth Independence

The $2 trillion market reaction to President Trump's accusation that China is weaponizing its near-monopoly on critical rare earth elements suggests a new "Cold War" over these essential technology components.

Critical minerals stocks surged in early premarket trading on Monday, as renewed trade tensions between the U.S. and China put the spotlight back on miners.Lithium miners Albemarle and Lithium Americas advanced 6.7% and 4.3%, respectively, at the time of writing, while the biggest U.S. producer of rare earth minerals, <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, rose 8.2%. Among other companies, Trilogy Metals gained 11.3%, <a href="https://stocktwits.com/symbol/CRML">Critical Metals stock</a> jumped 18% and USA Rare Earth shares jumped 22.5%.Retail sentiment on Stocktwits about Trilogy, Critical Metals, and USA Rare Earth was in the ‘extremely bullish’ territory at the time of writing.“[The] U.S. government taking a stake is going to blow this out [of] the water with this size float,” one Stocktwits user said about <a href="https://stocktwits.com/symbol/USAR">USAR stock</a>.<stembedurl>https://stocktwits.com/Panicmode/message/632062923</stembedurl>U.S. President Donald Trump said that the U.S. would impose 100% tariffs on China in response to Beijing’s rare earth export curbs. The White House has stepped up its efforts over the recent months to step up domestic production of critical minerals and has taken up stakes in companies such as Lithium Americas, MP Materials, Critical Metals and Trilogy Metals.Separately, the Financial Times reported 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.On Sunday, China defended its decision to ban exports of critical rare earth technology, stating that it was made to maintain global peace. Rare earths are a critical component of several weapons systems.However, Beijing said that it was willing to discuss rare earth and other concerns with the U.S., and Trump said people need “not worry” about the dispute with China.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gold-races-to-new-record-as-safe-haven-rush-builds-next-stop-could-be-4-500/ch6SOm9R3jz">Gold Races To New Record As Safe-Haven Rush Builds – Next Stop Could Be $4,500</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TMQ, CRML, USAR: Lithium, Rare Earth Stocks Rally Premarket As US-China Trade Dispute Heats Up

Trilogy Metals gained 11.3%, Critical Metals stock jumped 18% and USA Rare Earth shares soared 22.5%.

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.

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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.

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.

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