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SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending due to a sharp, unexpected pullback that has traders debating whether the ETF is experiencing a liquidity-driven liquidation or a fundamental breakdown of its safe-haven status. Investors are actively discussing the impact of rising bond yields and oil price volatility on gold, with community sentiment divided between those aggressively buying the dip as a long-term hedge against national debt and others warning of further technical downside.

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 Micro Computer is currently in the spotlight as investors grapple with the fallout from federal indictments against former employees and a co-founder for a sophisticated chip-smuggling scheme to China. While some community members are bracing for further volatility and potential delisting risks, others argue the sell-off is an overreaction, pointing to the company's status as a victim in the indictment and its strong underlying position in the AI infrastructure market.

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iShares Silver Trust

iShares Silver Trust is experiencing significant volatility and a sharp sell-off as investors re-evaluate precious metals in the face of a strengthening dollar, rising bond yields, and geopolitical instability in the Middle East. While some community members are attempting to buy the dip, citing long-term industrial demand and supply shortages, many others are actively discussing a broader liquidity crisis and expressing frustration over what they perceive as excessive market manipulation and a failure of metals to act as a traditional safe haven.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna is surging due to intense interest in its energy infrastructure following major disruptions to global natural gas supplies caused by regional geopolitical tensions. The stock is drawing massive retail and institutional volume, with the community actively debating whether the current momentum can push shares toward the company's warrant exercise price or if the volatility signals a broader rally for the energy sector.

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 Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is trending as investors digest a strong earnings beat and substantial government contract backlogs while navigating sector-wide volatility. The community remains focused on the company's role as a critical, domestic supplier for defense and high-tech industries, fueled by the strategic necessity of independent supply chains and ongoing geopolitical supply constraints.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is currently facing significant downward price pressure and high volatility, with the community actively debating whether the stock is finding a bottom or heading toward a lower gap fill. While long-term investors remain focused on potential breakthroughs from upcoming battery seminars and strategic board appointments, sentiment is split between those waiting for commercialization catalysts and those frustrated by the lack of near-term revenue and continued price decline.

WeShop Holdings Ltd. engages in providing a shoppable social network. It offers shopping in fashion and accessories, health and beauty, home and DIY, food and drink, travel and holidays, tech and electronics, and other popular categories. It includes a library of shoppable product reviews from a digital online shopping mall on mobile devices. The company was founded by John Garner on September 21, 2012 and is headquartered in Jersey, the United Kingdom.

WeShop Holdings Ltd - Ordinary Shares - Class A

WeShop Holdings Limited

WeShop Holdings is trending as investors react to the company's recent direct listing and community-owned commerce model, which has fueled intense retail speculation and volatility. Community discussion is sharply divided, with bulls highlighting potential growth from retail partnerships and aggressive expansion efforts, while skeptics point to the company's thin float and concerns over its long-term financial viability.

Direxion Shares ETF Trust - Direxion Daily Junior Gold Miners Index Bull 2X ETF

Direxion Daily Junior Gold Miners Index Bull 2X Shares

Direxion Daily Junior Gold Miners Index Bull 2X Shares (JNUG) is trending as the gold mining sector faces significant volatility driven by shifting geopolitical tensions, rising energy costs, and widespread community speculation regarding the sustainability of current gold prices. Investors are closely monitoring record-breaking debt levels and liquidity injections as they weigh the potential for a sector-wide pullback against the backdrop of long-term bullish sentiment for hard assets.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP is trending as the community debates the project's long-term viability while monitoring progress on the Clarity Act, which many believe is the key to unlocking regulatory compliance and broader institutional adoption. While some investors remain bullish on its potential as a digital collateral payment rail, others are expressing significant frustration over prolonged downward price action and a lack of official communication from the leadership team.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Markets are exhibiting significant volatility as participants weigh escalating geopolitical tensions in the Middle East against ongoing concerns about stubborn inflation and interest rate trajectories. Investors are closely monitoring potential impacts on energy supplies and global stability, with community discussion highlighting a mix of defensive hedging and debates over the durability of current market valuations.

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<ul class="summary-bullets"><li>Lofgren also argued that the deal's terms could make the company reliant on the discretion of Commerce officials, creating the potential for undue influence.</li><li>She also pointed to a private capital raise by USA Rare Earth in which Cantor Fitzgerald was selected as the lead placement agent.</li><li>USA Rare Earth’s $1.6 billion deal, part of the Commerce Department’s CHIPS Program, includes proposed federal funding of $277 million and a $1.3 billion senior secured loan.</li></ul>House Democrat Zoe Lofgren on Friday reportedly flagged Commerce Secretary Howard Lutnick’s conflict of interest in the U.S. government’s $1.6 billion deal with USA Rare Earth Inc. (USAR).According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/us-house-democrat-blasts-commerces-highly-concerning-16-billion-usa-rare-earth-2026-03-20/">report</a> citing a letter from Lofgren, the ranking member of the House Committee on Science, Space, and Technology, stated that the USA Rare Earth deal gives the government a “highly concerning” leverage over the company."This deal creates a massive personal conflict by ​granting the Secretary of Commerce overwhelming leverage to influence the behavior of a private company while positioning him ⁠to promote the interests of his sons as a condition of his support," Lofgren stated in the letter, according to the report.<a href="https://stocktwits.com/symbol/USAR">USA Rare Earth shares</a> were down nearly 6% in Friday’s midday trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bearish’ territory at the time of writing.<h2 class="st-heading-2">Lofgren Flags Potential Undue Influence Over USA Rare Earth</h2>Lofgren also argued that the deal's terms could make the company reliant on the discretion of Commerce officials, creating the potential for undue influence, according to the report. She also pointed to a private capital raise by USA Rare Earth in which Cantor Fitzgerald was selected as the lead placement agent."The interplay between the company's vulnerability and your personal conflict ​is a glaring ⁠red flag," Lofgren stated, according to the report.Lutnick stepped down as the Chairman and CEO of Cantor Fitzgerald in February 2025 after being confirmed as the Secretary of Commerce. His sons, Brandon Lutnick and Kyle Lutnick, were named Chairman and Executive Vice Chairman, respectively.<h2 class="st-heading-2">What Is The USAR Deal About?</h2>USA Rare Earth&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/usar-stock-soars-usa-rare-earth-announces-1-6-billion-trump-admin-deal/cmy7YK1R4hG">announced</a> in January 2026 that it had entered into a $1.6 billion deal with the Trump administration in exchange for an equity stake.The deal, part of the Commerce Department’s CHIPS Program, includes proposed federal funding of $277 million and a $1.3 billion senior secured loan. The company said that the Commerce Department will receive 16.1 million shares of common stock and approximately 17.6 million warrants in exchange.USA Rare Earth stated that it had also entered into a private investment in public equity (PIPE) transaction for $1.5 billion.<a href="https://stocktwits.com/symbol/USAR">USAR stock</a> is up 44% year-to-date and 43% over the past 12 months. The SPDR S&amp;P Metals &amp; Mining ETF (XME) is up 75% over the past 12 months, while the iShares Russell 2000 ETF (IWM) is up 19%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-groq-acquisition-token-usage-boost-revenue-beth-kindig/cZ3XwQORILu">Nvidia’s Groq Bet To Drive Token Boom, Fuel Its Next Leg Of Revenue Growth, Says Analyst Beth Kindig</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the USA Rare Earth logo is seen displayed on a smartphone screen.

House Democrat Flags Commerce Secretary Howard Lutnick's Conflict Of Interest In $1.6B USA Rare Earth Deal: Report

According to a Reuters report, Representative Zoe Lofgren stated that the USA Rare Earth deal gives the government a “highly concerning” leverage over the company.

Equity

<ul class="summary-bullets"><li>One investor on Stocktwits said that the stock needs a new announcement to go higher.&nbsp;</li><li>Earlier in the month, the company was approved for uplisting to the New York Stock Exchange from the NYSE American.&nbsp;</li><li>The company was also awarded $27 Million by the Department of War (DOW) under Title III of the Defense Production Act to enhance, innovate, and expand domestic extraction.&nbsp;</li></ul>United States Antimony Corp. (UAMY)&nbsp;garnered retail interest on Monday as the ongoing war in Iran, and&nbsp;its recent uplisting to the New York Stock Exchange (NYSE)&nbsp;fueled investor optimism.&nbsp;On Stocktwits, retail sentiment jumped from ‘bullish to ‘extremely bullish’ territory over the past 24 hours.&nbsp;Meanwhile, message volume trended in the ‘high’ territory, with messages jumping 30% in the past day, according to Stocktwits data from Monday morning.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>Retail investors see&nbsp;a 350% upside&nbsp;to UAMY shares&nbsp;as many see the Iran&nbsp;war continuing, which could potentially lead to shortage of ammunition for the U.S.&nbsp;A retail investor on Stocktwits said that they will hold the stock till $50 and further opined that “the U.S. imports roughly 82% of its antimony, with China accounting for roughly 63%. China has previously restricted antimony exports to the U.S.”<stembedurl>https://stocktwits.com/Russiancolusion/message/647665883</stembedurl>Another investor said that the stock needs&nbsp;fresh news to go higher.&nbsp;<stembedurl>https://stocktwits.com/GO_DAWGS/message/647667560</stembedurl>Another user said that buyers remain aggressive on UAMY stock.&nbsp;<stembedurl>https://stocktwits.com/topstockalerts/message/647669921</stembedurl><h2 class="st-heading-2">Uplisting And Military Award</h2>Earlier in the month, the company was approved for uplisting to the New York Stock Exchange from the NYSE American.&nbsp;The uplisting to the NYSE marks a further advancement in the UAMY’s ongoing goal to continue enhancing its institutional and retail shareholder base by providing a new market maker specialist and enhanced trading characteristics on the NYSE.&nbsp;Earlier this month, the company was awarded $27&nbsp;million by the Department of War (DOW) under Title III of the Defense Production Act to enhance, innovate, and expand domestic extraction, processing, and refinement of critical materials.The award was approved last year but was delayed due to a government shutdown. DOW's $27 million investment in UAMY will fund modernization and expand the company's capacity located in Montana to refine and produce antimony necessary for flame retardants, batteries, munitions, and other defense applications, it further added.&nbsp;Shares in the company have risen 108% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the United States Antimony (US Antimony) logo is seen displayed on a smartphone screen

Why Do Retail Investors Believe UAMY Shares Have A 350% Upside Potential?

United States Antimony Corp. garnered retail interest on Monday as the ongoing war in Iran, and its recent uplisting to the New York Stock Exchange fueled investor optimism. 

3 Reasons Why Mining ETFs Are Shining Bright

Mining ETFs are outperforming as AI demand, green energy expansion and geopolitical supply risks drive strong momentum in metals and raw materials.

<ul class="summary-bullets"><li>The OPEN program focuses on metals that are traded in very low volumes.</li><li>Earlier this month, JD Vance introduced a proposal to form a preferred trade bloc focused on critical minerals.</li><li>Trump recently announced plans to establish a strategic stockpile of critical minerals, supported by $10 billion in funding from the U.S. Export-Import Bank.</li></ul>The Trump administration is reportedly looking to deploy a Pentagon-built artificial intelligence system to help establish benchmark prices for critical minerals.Officials will initially apply the U.S. Department of War’s Open Price Exploration for National Security (OPEN) AI pricing model to four critical minerals: germanium, gallium, antimony, and tungsten, according to a Reuters report on Tuesday.The OPEN program focuses on metals that are traded in very low volumes. Next year, it will move under the control of the non-profit Critical Minerals Forum (CMF). CMF said it works with government-funded partners to test AI pricing models and support commercially viable mining and processing projects.<h2 class="st-heading-2">A Price-Floor System To Reinforce Supply Chains</h2>This comes days after a Bloomberg <a href="https://stocktwits.com/news-articles/markets/equity/us-rare-earth-stocks-uamy-mp-usar-tmc-critical-minerals-price-floor/cZR0pMxR4vP">report</a> stated that the U.S. was moving forward with a price-floor system for critical minerals to reinforce supply chains tied to national security. The plan, crafted by several federal agencies, is being reviewed with allies as Washington looks to shield Western companies from pricing pressure linked to Chinese supply dominance.Trump, who has been very vocal about strengthening the country’s critical minerals supply chain, recently announced that his administration plans to establish a strategic stockpile of critical minerals, supported by $10 billion in initial funding from the U.S. Export-Import Bank.Earlier this month, U.S. Vice President JD Vance introduced a proposal to form a preferred trade bloc among allied nations focused on critical minerals. The plan includes coordinated price floors to reduce China’s influence over materials essential to semiconductors, electric vehicles, and advanced defense systems.China has long dominated the processing of several key minerals and has used that position to influence global supply and pricing. U.S. officials say the new strategy is designed to stabilize markets and help allies diversify supply sources.Critical minerals companies traded higher at the time of writing, with <a href="https://stocktwits.com/symbol/MP">MP Materials</a> (MP) up 3%, <a href="https://stocktwits.com/symbol/CRML">Critical Metals</a> (CRML) rising 2%, and <a href="https://stocktwits.com/symbol/USAR">USA Rare Earth</a> (USAR) jumping more than 5%.Read also: <a href="http://stocktwits.com/news-articles/markets/equity/rime-stock-surged-today-what-is-the-coca-cola-connection/cZRwbrPR4CS">RIME Stock Surged Nearly 25% Today – What Is The Coca-Cola Connection?</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.

Trump Administration Plans To Use Pentagon-Developed AI For Critical Mineral Price Benchmarks: Report

Officials will initially apply the Open Price Exploration for National Security AI pricing model to four critical minerals, Reuters reported.

<ul class="summary-bullets"><li>This represented about $37.3 million in value, and almost half the total number of shares that Goncalves owned in the company.&nbsp;</li><li>A report from Financial Times earlier on Friday indicated that the Trump administration was considering lowering tariffs on steel and aluminum products.&nbsp;</li><li>However, other reports have said that White House officials denied the reduction, saying that there would be no alterations to the tariffs unless the president announced the changes himself, as per TheFly.</li></ul>Cleveland-Cliffs Inc. (CLF) drew significant retail interest on Friday amid a significant share sale from the company’s CEO as well as growing uncertainty around steel tariffs.Retail chatter on Stocktwits around CLF shares surged more than 707% in the last 24 hours, according to data from Friday morning, even as sentiment jumped from ‘bullish’ to ‘extremely bullish’ territory.Shares of CLF have plunged more than 20% in the past five days.<h2 class="st-heading-2">Share Sale And Tariff Doubts</h2>A filing with the U.S. Securities and Exchange Commission from Feb. 11 revealed that CEO Lourenco Goncalves had sold 3 million shares of the steelmaker for about $12.42 each.This represented about $37.3 million in value, and almost half the total number of shares that Goncalves owned in the company. The sale raised concerns among investors about the future of the company.Meanwhile, growing uncertainty about steel tariffs weighed on the company’s shares. A report from Financial Times earlier on Friday indicated that the Trump administration was considering lowering tariffs on steel and aluminum products. Last year, President Donald Trump levied a 50% tariff on steel and aluminum imports in a bid to address Chinese oversupply.However, other recent reports have said that White House officials denied the reduction, saying that there would be no alterations to the tariffs unless the president announced the changes himself, as per TheFly.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the declining share prices, retail sentiment around CLF shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours.One user said that there was ‘zero chance’ that Trump would scale back steel tariffs, and encouraged buying the dip.<stembedurl>https://stocktwits.com/sccentral/message/644924685</stembedurl>&nbsp;Another bullish user suggested a long hold on the company, saying that for the next 2-3 years, nobody would be able to afford to dump low-margin products on America.<stembedurl>https://stocktwits.com/DaBake/message/644609906</stembedurl>A third user suggested that the company needed new leadership while another user speculated whether the share sale was because the CEO was planning to step down.<stembedurl>https://stocktwits.com/stouderpower/message/644884300</stembedurl>&nbsp;<stembedurl>https://stocktwits.com/Akcoline/message/644934922</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/CLF">Shares of CLF</a> have declined more than 8% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/dutch-bros-climbs-on-q4-beat-how-much-upside-does-wall-street-see/cZRdT3qR4ti">Dutch Bros Climbs On Q4 Beat — How Much Upside Does Wall Street See?</a>

In this photo illustration, the Cleveland-Cliffs Inc. Mining company logo seen displayed on a smartphone. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

CLF Stock Garners Retail Attention Amid CEO Share Dump, Tariff Uncertainty

An SEC filing from Feb. 11 revealed that CEO Lourenco Goncalves had sold 3 million shares of Cleveland-Cliffs for about $12.42 each. 

<ul class="summary-bullets"><li>The JV will process copper, silver, and antimony mined by Americas while generating downstream profits from previously untapped antimony production.</li><li>The hydromet plant will be built on land contributed by USAS adjacent to its active mining operations in Idaho's Silver Valley.&nbsp;</li><li>Once operational, USAS will be compensated for antimony mined at market rates and share 51% of the JV’s downstream processing profits.</li></ul>United States Antimony Corp. (UAMY) announced a strategic joint venture (JV) with Americas Gold and Silver Corp. (USAS) on Tuesday to build a hydrometallurgical processing facility in Idaho.The new partnership aims to strengthen domestic critical mineral production while lowering processing costs and improving profitability.<h2 class="st-heading-2">Joint Venture’s Structure&nbsp;</h2>The venture will be structured with Americas Gold and Silver holding a 51% stake and US Antimony holding a 49% stake, with the latter acting as the managing member. All major decisions will be overseen by a joint committee with equal representation from both companies.&nbsp;The JV will process copper, silver, and antimony mined by Americas while generating downstream profits from previously untapped antimony production.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/UAMY">United States Antimony stock</a> traded 5% higher and was the top-trending equity ticker on Stocktwits.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_091056_png_cd2628d692.webp" alt="UAMY’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Feb. 10, 2026 | Source: Stocktwits" width="927" height="96"><figcaption>UAMY’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Feb. 10, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user called the stock ‘a long-term play’.<stembedurl>https://stocktwits.com/TraderBuckNKY/message/644544812</stembedurl>Another user lauded the announcement, calling the JV a ‘game changer’.<stembedurl>https://stocktwits.com/Painman/message/644546929</stembedurl><h2 class="st-heading-2">U.S. Critical Mineral Push</h2>The hydromet plant will be built on land contributed by USAS adjacent to its active mining operations in Idaho's Silver Valley.&nbsp;<blockquote>“As we all know, our country is playing ‘catch-up' today with our adversaries, and we are combining today both of our financial and management resources to more quickly make advancements in the U.S.-based critical mineral space.”-Gary C. Evans, Chairman and CEO, US Antimony</blockquote>Once operational, USAS will be compensated for antimony mined at market rates and share 51% of the JV’s downstream processing profits. The collaboration will provide a fully integrated, U.S.-based mine-to-product solution for antimony, a mineral critical to defense, electronics, and industrial applications.UAMY stock has gained over 309% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-datadog-stock-surge-today/cZbUI6JR4Yz">This Software Company Saw Significant High-Value Client Additions And An Upbeat Q4 – Stock Shot Up 17% Pre-Market Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US Antimony, Americas Gold Launch JV To Push Domestic Antimony And Critical Minerals Growth: Retail Says It’s A ‘Game Changer’

The venture will be structured with Americas Gold and Silver holding a 51% stake and US Antimony holding a 49% stake, with the latter acting as the managing member.

<ul class="summary-bullets"><li>Cleveland-Cliffs reported diluted loss per share of $0.43, narrowing about 37% from the same period last year.&nbsp;</li><li>The company’s CEO said that performance in 2025 was negatively affected by persistently weak production levels from the automotive sector throughout the entire year.&nbsp;</li><li>The company said that it expects steel shipment volumes of about 16.5 - 17.0 million net tons, marginally above 2025 volumes of 16.2 million net tons.</li></ul>Shares of Cleveland-Cliffs Inc. (CLF) plummeted over 19% on Monday after the company reported fourth-quarter (Q4) 2025 results, with revenue missing street expectations.The steelmaker reported revenue of $4.3 billion, flat year-on-year, but below analyst consensus of $4.6 billion, according to data from Fiscal.ai.Cleveland-Cliffs reported diluted loss per share of $0.43, narrowing about 37% from the same period last year. Analysts were expecting the company to report a loss per share of $0.62.“Our performance in 2025 was negatively affected by persistently weak production levels from the automotive sector throughout the entire year, an expiring five-year slab contract becoming value-destructive during its last year, and a newly adverse dynamic in the Canadian market,” said Lourenco Goncalves, Cleveland-Cliffs’ Chairman, President, and CEO.<h2 class="st-heading-2">Deal Update</h2>Investors were looking for updates on Cleveland-Cliffs’ deal with Korea’s largest steelmaker POSCO, which was initially announced in October 2025.While the company reiterated its timeline of targeting a definitive agreement in the first half of 2026, adding that the deal remains its top strategic priority, no other meaningful updates were provided.Goncalves added in a call with investors that the engagement between the two companies is “active and ongoing” and that the “duration of these negotiations reflects the seriousness and potential scale of the opportunity.”<h2 class="st-heading-2">2026 Outlook</h2>While Cleveland-Cliffs did not provide revenue and earnings guidance, the company said that it expects steel shipment volumes of about 16.5 million - 17.0 million net tons, marginally above 2025 volumes of 16.2 million net tons.The company also said that it expects steel unit cost reductions of about $10 per net ton compared to 2025, and announced capital expenditures of about $700 million in 2026.Cleveland-Cliffs said that its Q4 price realization fell by around $40 per net ton due to lagging indices on spot prices declining, automotive volume falling, and slab prices becoming more disconnected. The company noted that these factors have largely waned, and that it expects a substantial improvement in realized prices starting in Q1 of 2026, an increase of about $60 per ton from Q4 of 2025.“As we move through 2026, we are operating with a leaner footprint, a stronger order book, improving price realization, declining unit costs, and a clear line of sight to higher utilization and cash generation,” Goncalves said to investors.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CLF">CLF shares</a> jumped from ‘bearish’ territory to ‘extremely bullish’ over the past 24 hours amid ‘extremely high’ message volumes.One user reiterated their bullish stance on the stock, stating that the management signaled a clear operational and market turnaround heading into 2026, while also highlighting how the POCSO partnership could be strategically accretive.<stembedurl>https://stocktwits.com/meszaros/message/644450451</stembedurl>&nbsp;However, another user said that the POSCO deal would never close, given CLF has been losing money, and it would be a ‘money-losing proposition’ for the Korean company.<stembedurl>https://stocktwits.com/clfcomeback/message/644451402</stembedurl>&nbsp;Shares of CLF have remained largely unchanged in the past year, down marginally by 0.17%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-vzla-stock-slump-today/cZbv2wsR4oQ">Vizsla Silver Issues Update On Abducted Employees In Mexico – VZLA Stock Down 14%</a>

In this photo illustration, the Cleveland-Cliffs logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Are CLF Shares Down Over 19% Today?

Cleveland-Cliffs reported revenue of $4.3 billion, flat year-on-year, but significantly below analyst consensus of $4.6 billion, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>The company expects 2026 gold production to range between 2.90 million and 3.25 million ounces, just below the 3.26 million ounces produced in fiscal 2025.</li><li>Management gets board approval for the IPO of NewCo, a subsidiary that would hold its North American gold assets, the company said.</li><li>Fourth-quarter revenue surged 31% to $6 billion, significantly above analysts’ average of $5.16 billion.</li></ul>Barrick Mining Corp. (B) said on Thursday it expects gold and copper production for 2026 to be slightly lower than full-year 2025 levels, on the back of a significant increase in fourth-quarter earnings.The company expects 2026 gold production to range between 2.90 million and 3.25 million ounces, just below the 3.26 million ounces produced in fiscal 2025. That figure marked a 17% year-over-year decline but still met the company’s guidance.Copper output is forecast at 190,000 to 220,000 tonnes for 2026. In 2025, copper production climbed 13% from 2024 to 220,000 tonnes, also in line with the company’s expectations.<h2 class="st-heading-2">Better-Than-Expected Q4 Earnings</h2>Barrick delivered better-than-expected fourth-quarter (Q4) results, with net earnings of $2.41 billion, or $1.43 per share, and adjusted net earnings of $1.75 billion, or $1.04 per share. Analysts on average expected adjusted earnings of $0.87 per share, according to Koyfin data. Revenue surged 31% to $6 billion, significantly above analysts’ average of $5.16 billion. The board also approved a quarterly dividend of $0.42 per share.As of Dec. 31, 2025, Barrick reported proven and probable gold reserves of 85 million ounces at an average grade of 0.98 g/t, down from 89 million ounces in 2024.<h2 class="st-heading-2">NewCo IPO Update</h2>Barrick said that management has received approval to move forward with plans for an initial public offering (IPO) of NewCo, a subsidiary that would hold its North American gold assets. It stated that the completion is targeted for late 2026.NewCo will include stakes in Nevada Gold Mines, Pueblo Viejo, and the wholly owned Fourmile discovery in Nevada. Barrick first announced the IPO plans in December last year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the upbeat fourth-quarter earnings, <a href="https://stocktwits.com/symbol/B">B stock</a> was down over 2% in pre-market trading on Thursday. Peers Newmont Corp. (NEM) and Anglogold Ashanti (AU) were trading nearly 3% lower as spot gold (XAU/USD) prices sank 2.5% to $4,840 an ounce at the time of writing.Retail sentiment on Stocktwits changed to ‘neutral’ from ‘bearish’ a day earlier, amid ‘high’ message volumes.One user expects the declining gold prices to overshadow the robust earnings.<stembedurl>https://stocktwits.com/Guydude1422/message/644075079</stembedurl>Another user raised questions on shareholding related to NewCo’s IPO.<stembedurl>https://stocktwits.com/eyedoc00/message/644071795</stembedurl>Barrick’s shares have gained around 7% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jp-morgan-gold-bitcoin-forecast/cZbZewsR4Vm">JPMorgan Says Bitcoin Now Has A Better Long-Term Appeal Relative To Gold – BTC Declines Below $70,000</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Barrick Mining Corporation.

Barrick’s Q4 Earnings Beat Expectations – So, What Is Dragging The Stock Down In Premarket Today?

Barrick posted a substantial earnings increase in the fourth quarter but expects gold and copper production for 2026 to be slightly lower than 2025 levels.

<ul class="summary-bullets"><li>Greenland hosts critical minerals used in the development and production of tech, defense, and EV products.&nbsp;</li><li>Shares of Critical Metals gained in after-hours trade due to its Greenland-based Tanbreez project.</li><li>MP Materials’ stock also edged higher on broader supply-chain alignment.</li></ul>Shares of Critical Metals (CRML) and MP Materials (MP) gained in&nbsp;overnight trading on Sunday following comments by President Donald Trump that the U.S. needs to acquire Greenland because its&nbsp;defense of “two dog sleds” won’t be enough to hold off the threat of China or Russia."I haven’t done that. Greenland should make the deal because Greenland does not want to see Russia or China take over," he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=RfIaJSdDnN0">told</a> reporters on Sunday night&nbsp;aboard Air Force One when asked about acquiring Greenland and any potential offer to Denmark. "Basically, their defense is two dog sleds. You know that? You know what their defense is? Two dog sleds.”<a href="https://stocktwits.com/symbol/CRML/">CRML’s stock</a> jumped 4.5% in after-hours trade after rallying more 11% to close at a&nbsp;nearly three-month high of $14.98 on Friday. Retail sentiment around the stock trended in ‘extremely bullish’ territory over the past day, accompanied by ‘extremely high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_023903_png_ed21554b6e.webp" alt="Screenshot 2026-01-12 023903.png" width="1260" height="136"><figcaption>CRML retail sentiment and message volume on January 11 as of 2:30 a.m. ET | Source: Stocktwits</figcaption></figure>While&nbsp;<a href="https://stocktwits.com/symbol/MP">MP’s stock</a> also saw retail sentiment trending in ‘extremely bullish’ territory, retail chatter dipped to ‘high’ from ‘extremely high’ levels over the past day. The shares moved 0.61% higher in after-hours trading after a 1.54% gain on Friday.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_023916_png_51af039ce8.webp" alt="Screenshot 2026-01-12 023916.png" width="1263" height="137"><figcaption>MP retail sentiment and message volume on January 11 as of 2:25 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Are CRML And MP Stocks Rallying?</h2>Greenland hosts critical minerals used&nbsp;in the development and production of tech, defense, and EV products. Meanwhile, Critical Metals holds the Tanbreez project, one of the world's largest rare earth deposits in Greenland. Trump’s <a href="https://stocktwits.com/news-articles/markets/equity/why-did-rare-earth-stocks-mp-crml-see-an-uptick-after-hours-today/cmxyZ8jR4c7">proposed acquisition</a> of Greenland would boost its valuation because the U.S. would gain direct control over these strategic assets.&nbsp;MP Materials doesn’t have a project in Greenland, but it is the largest rare&nbsp;earth producer in the U.S. Control of rare earths would indirectly benefit the company as the country reduces its reliance on China.&nbsp;Trump pointed to Russian and Chinese destroyers and submarines in the region that pose a threat to Greenland’s independence. "We’re not going to let that happen, and if it affects NATO, then it affects NATO. But, you know, they need us more than we need them, I will tell you that right now," he stated.Meanwhile, Danish Prime Minister Mette Frederiksen views Trump’s threats to take over Greenland as the U.S. potentially turning its back on NATO. She&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theguardian.com/world/2026/jan/11/denmark-fateful-moment-donald-trump-threats-greenland-mette-frederiksen?CMP=share_btn_url">reportedly</a> said that Denmark is at a “fateful moment” regarding the Western alliance.&nbsp; The foreign ministers of Denmark and Greenland, Lars Løkke Rasmussen and Vivian Motzfeldt, are&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.france24.com/en/europe/20260107-rubio-to-meet-danish-officials-next-week-over-us-interest-in-greenland">scheduled</a> to meet U.S. Secretary of State Marco Rubio later this week in Washington.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jerome-powell-says-trump-subpeona-pretext-to-undermine-fed/cmU9VqIR43V">Jerome Powell Says Trump’s Criminal Threats Are ‘Pretexts’ To Undermine Fed Independence</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump walks on the South Lawn after he landed at the White House on January 11, 2026 in Washington, DC. (Photo by Alex Wong/Getty Images)

Watch CRML, MP Stocks Closely: Trump Says Greenland’s ‘Two Dog Sleds’ Not Enough To Hold Off China, Russia Threat

The President reiterated on Sunday that the U.S. needs to acquire Greenland because otherwise Russia or China could take over the territory due to its lack of defense.

<ul class="summary-bullets"><li>The work will be completed under a full turnkey agreement awarded to 60° North Greenland.</li><li>The pilot plant portion of the facility is expected to be operational by May 2026.&nbsp;</li><li>Tanbreez in Greenland is among the largest known rare-earth deposits worldwide.</li></ul>Critical Metals Corp. (CRML) announced on Wednesday that it has officially greenlit the construction of a multi-purpose storage and pilot-plant facility in Qaqortoq, Greenland.&nbsp;The project will support the company’s Tanbreez rare-earth and critical metals initiative by providing infrastructure for its Arctic mining operations.<h2 class="st-heading-2">Turnkey Contract Secured</h2>The work will be completed under a full turnkey agreement awarded to 60° North Greenland, which will manage the entire process from design through commissioning. The contractor is responsible for architectural and engineering design, regulatory approvals, procurement, transport, and phased handover.The planned building will be divided into three functional zones. The structure is designed to accommodate pilot-plant operations, core handling, storage, and administration while withstanding Arctic snow, wind, and frost conditions.<a href="https://stocktwits.com/symbol/CRML">Critical Metals’ stock</a> traded over 9% higher on Wednesday, after the morning bell. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_091018_png_5f2ec6c061.webp" alt="CRML’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 7, 2026 | Source: Stocktwits" width="927" height="103"></figure><h2 class="st-heading-2">Project Timeline&nbsp;</h2>The pilot plant portion of the facility is expected to be operational by May 2026. This will include a weather-tight and insulated envelope, a completed load-bearing floor, and full access for equipment installation.&nbsp;<blockquote>“This turnkey contract provides us with a clear, structured pathway to deliver critical pilot-plant infrastructure in a challenging Arctic environment.”-Tony Sage, CEO, Critical Metals</blockquote>The Tanbreez project is significant in light of Trump and his team exploring various ways to acquire Greenland. Tanbreez in Greenland is among the largest known rare-earth deposits in the world and provides direct shipping access to the North Atlantic Ocean. If the U.S. were to acquire Greenland, it would gain access to these resources and put pressure on China, the current leader in rare earths.CRML stock has gained over 76% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-asts-stock-tumble-pre-market-today/cmxzbAQR424">Why Did ASTS Stock Tumble 6% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tusayan, Arizona, Energy Fuels' controversial Pinyon Plain uranium mine, located a few miles from Grand Canyon National Park.

Critical Metals, Greenland’s Tanbreez Are Drawing Significant Investor Attention Today –  Why This Multi-Purpose, Pilot-Plant Facility Matters?

The pilot plant will support the company’s Tanbreez rare-earth and critical metals initiative by providing infrastructure for its Arctic mining operations.

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