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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic midterm gains and the partys projected control of Congress dominate DJT discussion, with traders viewing the results as a political setback for Trump and a source of risk for the Trump-linked company. Many expect a weaker policy tailwind and more investigations, while some argue that Trumps veto power could limit the impact.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Democratic midterm gains and the prospect of divided government sparked a sharp selloff and rapid rebound in SPY, with traders debating whether gridlock and reduced uncertainty are supportive or whether tighter scrutiny of AI and data-center expansion could pressure markets. Many cheered the recovery and said bearish bets were caught, while others called the swings erratic and remained cautious.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic gains in the midterms are driving concern that SpaceX and Elon Musk could face greater congressional scrutiny of government contracts, alongside uncertainty around data-center expansion and a potential Tesla-SpaceX merger. Traders are divided between expecting political and regulatory headwinds and viewing the reaction as short-term noise that does not undermine SpaceXs longer-term space and AI growth prospects.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised outlook, driven by AI-server demand, are the main focus. Bulls point to rapid growth and improving prospects, while skeptics question thin margins, cash conversion and credibility; traders also debate whether election-related market jitters are limiting the stocks reaction.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and higher outlook, supported by the Wegovy pills launch and sales momentum, are driving bullish discussion. Traders remain divided, with some seeing a recovery in obesity-drug growth while others point to Eli Lillys competition, pricing pressure and distrust of management as reasons the stock may stay weak.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the midterms triggered a volatile QQQ debate: traders worried that tighter data-center rules, particularly in Texas, could weigh on AI and tech, while others saw the election uncertainty clearing and a sharp rebound as bullish relief. The community remains divided between expecting continued pressure on the AI trade and viewing the selloff as overdone.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is drawing attention after a sharp post-earnings selloff and a Morgan Stanley downgrade, with traders focused on weaker crypto trading activity and concerns that headline profit relied heavily on gains in crypto holdings. The latest rebound has prompted bottom-fishing and short-squeeze hopes, while skeptics call it an oversold bounce amid crypto-market weakness and fallout fears from the Binance hack.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention after a quarterly earnings beat and stronger-than-expected sales outlook, with AI and data-center demand fueling bullish reactions. Traders debate whether the gains can hold, pointing to valuation, cash-flow and margin concerns, as well as speculation that election-driven restrictions could slow data-center expansion.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Aristas quarterly results beat expectations and its forward outlook topped forecasts, with traders crediting strong AI data-center networking demand for the sharp post-results move. The community is largely upbeat, though some are debating whether the rally can hold given valuation concerns and the risk that hyperscaler capital spending slows.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunruns launch of a pilot that lets solar customers host decentralized AI-computing hardware using excess power has drawn attention, linking its residential solar and battery network to AI-related electricity demand. Traders are reacting to the potential new revenue stream and speculating about a squeeze, though the pilots financial contribution remains uncertain.

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The Race for Critical Minerals Is Heating Up — Antimony and Gold Could Be Major Beneficiaries

Projected market growth through 2030 is drawing attention to mining companies positioned to help meet demand for this increasingly important industrial metal   New York, NY – October 21, 2026 – Antimony is becoming a much bigger part of the conversation around critical minerals, defense spending and supply-chain security. It is used in ammunition, specialized […]
The post The Race for Critical Minerals Is Heating Up — Antimony and Gold Could Be Major Beneficiaries appeared first on Financial News Media.

Can the Blacksburg Facility Fuel USA Rare Earth's Long-Term Growth?

USAR is investing $1.2 billion in a Blacksburg facility that will expand domestic rare earth metal and magnet production.

Critical Minerals Wrap: ELMT Lands $450M Govt Investment; CRML, USAR, TMQ Stocks In Focus Ahead Of Trump-Xi Meet

Equity

Washington sought to secure the rare earth supply chain this week with a $450 million investment, as all eyes turned to the U.S.-China meeting on September 24.

Is USAR's Stillwater Facility Positioned to Power Future Growth?

USA Rare Earth advances commercial NdFeB magnet production at its Oklahoma Stillwater facility while expanding capacity and building a vertically integrated supply chain.

Washington Is Financing Critical-Mineral Projects. What Will Canada Do?

(Sponsored) For much of the past decade, capital has constrained critical-minerals development as much as geology. Deposits holding metals that Western governments consider strategic can be too large for junior equity markets, too early for conventional project finance or exposed to markets that remain small and opaque. The gap between identifying a mineral resource and financing a mine has stalled projects that governments say they need. Washington is increasingly using public capital to narrow that gap.On August 7, the U.S. Department of War&#8217;s Office of Strategic Capital announced ...

Can Commissioning of Hydromet Demonstration Facility Fuel USAR's Growth?

USA Rare Earth commissions its Wheat Ridge hydromet facility, advancing U.S. rare earth processing and targeting separated oxides output by Q3 2026.

Can the Stillwater Facility Expansion Fuel USAR's Long-Term Growth?

USA Rare Earth commissions Phase 1a of its Oklahoma magnet plant, paving the way for commercial NdFeB magnet shipments in Q2 2026.

Will Stillwater Facility Ramp-Up Drive Long-Term Growth for USAR?

USA Rare Earth commissions Phase 1a magnet line in Oklahoma, targeting 600 metric tons by 2026 as it prepares to fulfill NdFeB orders in Q2 2026.

Trilogy Metals Announces Acceptance of Alaska's High-Grade Arctic Copper-Zinc-Lead-Gold-Silver Project into the FAST-41 Federal Permitting Program

Trilogy Metals Announces Acceptance of Alaska's High-Grade Arctic Copper-Zinc-Lead-Gold-Silver Project into the FAST-41 Federal Permitting Program Trilogy Metals Announces Acceptance of Alaska's...

Trilogy Metals, Inc. engages in the exploration and development of the Upper Kobuk Mineral Projects. Its projects include Arctic Project, and Bornite Project. The company was founded on April 27, 2011 and is headquartered in Vancouver, Canada.

Trilogy Metals Inc

Neutral Sentiment

<ul class="summary-bullets"><li>The Department of War completed about $35.6 million in transactions involving Trilogy and South32 to support the Upper Kobuk Mineral Projects in Alaska.</li><li>USA Rare Earth partnered with Pasqal and Riven Systems to develop a new rare-earth separation technology.</li><li>Critical Metals estimates the proposed Romanian facility could generate between $1.8 billion and $2.2 billion in annual revenue.</li></ul><p>U.S. critical-minerals stocks have been in focus this week as the U.S. stepped up efforts to reduce reliance on China and back domestic supply chains, while companies advanced major tungsten, copper, and rare-earth projects.</p><p>The developments come ahead of President Donald Trump’s meeting with Chinese President Xi Jinping on September 24, where critical-mineral supplies are expected to be part of broader trade discussions. Washington <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/what-will-trump-xi-discuss-washington-next-week-2026-09-17/">reportedly</a> wants Beijing to ease shipments of rare earths and other critical minerals.</p><p>Here are the key developments from this week.</p><h2 class="st-heading-2">Washington Commits $450M To Tungsten Supply Chain</h2><p>The week’s biggest government-backed development came from Elmet Group (ELMT). The U.S. Department of War (DoW) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.theelmetgroup.com/news-events/press-releases/detail/168/department-of-war-makes-landmark-450-million-committed-investment-in-the-elmet-group-to-secure-americas-tungsten-supply-chain">committed</a> up to $450 million through a preferred-equity investment to assist Elmet in expanding U.S. tungsten mining, processing and manufacturing. The government will also receive warrants representing up to 19.9% of <a href="https://stocktwits.com/symbol/ELMT">Elmet’s stock</a>.</p><p>Elmet pointed out that this is part of the U.S. government's broader effort to build resilient domestic and allied supply chains for the critical minerals, materials, and components.</p><h2 class="st-heading-2">US Government Takes Stake In Trilogy Metals</h2><p>Trilogy Metals (TMQ) also emerged as a beneficiary of the U.S.’ push to invest directly in U.S. critical-minerals projects.</p><p><a href="https://stocktwits.com/symbol/TMQ">TMQ</a> was in focus this week after the DoW completed about $35.6 million in transactions involving Trilogy and South32 to support the Upper Kobuk Mineral Projects in Alaska. The investment also gave Washington around a 10% stake in Trilogy. The projects include the Arctic polymetallic deposit and the Bornite copper-cobalt deposit.</p><h2 class="st-heading-2">USAR Targets Processing Bottleneck</h2><p>On Thursday, <a href="https://stocktwits.com/symbol/USAR">USA Rare Earth (USAR)</a> <a href="https://stocktwits.com/news-articles/markets/equity/usar-turns-to-ai-quantum-computing-to-tackle-a-key-supply-bottleneck-why-its-partnership-with-pasqal-riven-systems-matters/cZtroYiRB5z">partnered</a> with Pasqal (PSQL) and Riven Systems to develop a new rare-earth separation technology.&nbsp;</p><p>Riven will conduct automated experiments, while Pasqal will use AI and quantum computing to help identify more effective separation methods.</p><h2 class="st-heading-2">CRML Sees $1.8B To $2.2B Annual Revenue From Romanian Facility</h2><p>Meanwhile, Critical Metals (CRML) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.criticalmetalscorp.com/critical-metals-corp-nasdaq-crml-achieves-breakthrough-tanbreez-heavy-rare-earth-results-99-dissolution-of-eudialyte-concentrate-into-19-ultra-high-purity-rare-earth-products-refinery-study-p/">reported</a> progress at its Tanbreez rare-earth project in Greenland. The company said testing achieved more than 99% dissolution of Eudialyte concentrate, allowing it to produce 19 high-purity rare-earth and critical-metal products.</p><p><a href="https://stocktwits.com/symbol/CRML">Critical Metals</a> is also studying a refinery in Romania that would process material from Tanbreez. The company estimates the proposed facility could eventually generate between $1.8 billion and $2.2 billion in annual revenue.</p><p><img src="https://news.stocktwits-cdn.com/D3b_Ki_key_events_this_week_1_bdff7e4232.png" alt="D3bKi-key-events-this-week- (1).png"></p><h2 class="st-heading-2">Trump-Xi Meeting Puts Sector Back In Focus</h2><p>Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/aerospace-defense/china-rare-earth-firms-halt-some-us-shipments-over-geopolitical-worries-sources-2026-09-04/?">reported&nbsp;</a>earlier this month that some Chinese rare-earth suppliers have declined to ship materials to U.S. customers over concerns about potential repercussions from Beijing, highlighting the continued vulnerability of American supply chains.</p><p>That makes the Sept. 24 meeting particularly relevant for the U.S. rare earth industry.</p><h2 class="st-heading-2">How Have CRML, TMQ, And USAR Fared This Year?</h2><p>USA Rare Earth leads the group with nearly a 28% gain this year. Critical Metals is down nearly 4%, and Trilogy Metals has fallen over 25%.&nbsp;</p><p><img src="https://news.stocktwits-cdn.com/YTD_performance_4a2efa5430.png" alt="YTD performance.png"></p><p><i>Source: TradingView</i></p><p>So far this week, USAR is down 2.5% and on track for its fifth consecutive weekly loss, while TMQ is heading for a fourth straight weekly decline. CRML, meanwhile, has gained 2.8%. ELMT has been the standout performer, surging more than 33% for its best week since listing in April.</p><p><strong>Also read: </strong><a href="https://stocktwits.com/news-articles/markets/equity/ultragenyx-gets-a-much-needed-win-says-cantor-sees-400-m-opportunity-after-fda-approves-neurodegenerative-disease-therapy/cZtuHZyRB38"><strong>Ultragenyx Gets A ‘Much-Needed Win,’ Says Cantor – Sees $400M Opportunity After FDA Approves Neurodegenerative Disease Therapy</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

President Donald Trump and Chinese President Xi Jinping pose for photos at Zhongnanhai Garden on May 15, 2026 in Beijing, China. (Photo by Evan Vucci-Pool/Getty Images)

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.02	--	--	N/A
Q3 '26	-$0.02	$0.00	100.00%	BEAT
Q2 '26	-$0.01	-$0.04	-166.67%	MISSED
Q1 '26	-$0.01	-$0.04	-166.67%	MISSED
Q4 '25	-$0.11	-$0.22	-100.00%	MISSED

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