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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending amid a recent announcement of a $2.35 billion senior secured notes offering, leading to community debate around the company's debt strategy and its potential impact on growth. Community members are weighing the implications of this financial move against the backdrop of the AI sector's volatility, discussing whether this is a buying opportunity or a sign of deeper issues. Despite differing opinions, the company's existing contracts and long-term potential in the AI data center space remain central talking points.

Anavex Life Sciences Corp. is a clinical stage biopharmaceutical company, which engages in the development of different therapeutics for the treatment of neurodegenerative and neurodevelopmental diseases. Its lead compound, ANAVEX2-73, is being developed to treat Alzheimer's and Parkinson's disease and central nervous system diseases, including Rett syndrome. The company was founded by Harvey Lalach and Athanasios Skarpelos on January 23, 2004 and is headquartered in New York, NY.

Anavex Life Sciences Corporation

Anavex Life Sciences Corp

AVXL is trending as anticipation builds around the pending CHMP decision on blarcamesine, with community chatter focusing on the potential for approval and its impact on Alzheimer's treatment. Some traders are pointing to short positions and potential manipulation, while longs express confidence in the science and patient benefits, setting the stage for a volatile trading day.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending downwards following its latest earnings report and revised revenue guidance, sparking discussions about management's credibility and future prospects. The community is debating the impact of government shutdowns and contract delays, while also comparing RCAT's performance and management to competitors like ONDS. Despite the short-term concerns, some investors remain optimistic about RCAT's long-term potential in the drone and defense sectors, citing ongoing contracts and expansion into maritime unmanned systems.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending as it dips below $100K, sparking debates about whether this is a buying opportunity or the start of a deeper correction. Community members are discussing potential support levels, possible liquidations, and the influence of large holders. Sentiment is mixed, with some seeing a bear trap and others anticipating further downside.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending amid discussions around government contracts and its potential role in lunar infrastructure, particularly with renewed interest after an AFRL contract extension. Community members are weighing the impact of recent acquisitions and revenue potential, as well as speculating on upcoming contract announcements. Some are expressing frustration with the stock's price action despite positive developments.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to renewed social media speculation around a past AI server deal and its small float post-reverse split, leading to significant price movement. The community is actively discussing potential breakouts and a possible short squeeze, with some comparing it to previous high-flying stocks. Traders are closely watching key breakout levels, anticipating a potential parabolic run if certain price points are surpassed.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group (DJT) is trending amid discussions about its financial performance and the ongoing release of Epstein-related documents. The community is expressing concerns about the company's future and the potential impact of these external factors, including political opinions and a mix of reactions, from staunch support to harsh criticism. Speculation is also circulating regarding potential market manipulation and the stock's long-term viability.

Cidara Therapeutics, Inc. engages in developing targeted immunotherapies designed to save lives and improve the standard of care for patients facing serious diseases. Its platform, Cloudbreak, enables development of novel drug-Fc conjugates (DFCs) that inhibit specific disease targets while simultaneously engaging the immune system. The company was founded by Kevin M. Forrest, Kevin J. Judice, and H. Shaw Warren in December 2012 and is headquartered in San Diego, CA.

Cidara Therapeutics Inc

Cidara Therapeutics is trending amid speculation of a potential acquisition, with community members discussing rumors of a bidding war involving major pharmaceutical companies. The positive Phase 2 clinical data for their influenza candidate CD388 and a recent $339M BARDA award have increased optimism around the stock. Investors are closely watching for further developments, including potential price target updates and signals of a buyout.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSSI is trending due to a significant after-hours drop following disappointing earnings results, with a 40% revenue decrease sparking concern. The community is baffled by the numbers, especially after recent facility upgrades and hiring, with some questioning management and the company's relationship with Dell. Despite a long-term positive outlook, investors are expressing frustration and uncertainty about the immediate future.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending amid Bitcoin's recent volatility and a general market pullback, sparking debates about its correlation to BTC and concerns about debt levels. The community is discussing whether the stock is undervalued, oversold, or headed for a significant correction, with some expressing concerns over management strategy and potential liquidation events, while others anticipate a rebound.

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TMC Stock Slips After Q3 Earnings Miss Estimates: What To Know

Here's a look at the Q3 earnings report from TMC The Metals Company.read more...

<ul class="summary-bullets"><li>The VEU mechanism that Xi Jinping’s government is considering is reportedly modeled on existing U.S. laws and procedures, as is much of Beijing’s export-control architecture.</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>Late last month, the U.S. and China reached an agreement to ease rare-earth exports for at least a year.</li></ul>China is reportedly designing a system for rare earth exports that will exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms.According to a Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/china/china-hatches-plan-to-keep-u-s-military-from-getting-its-rare-earth-magnets-f349ee65">report</a>, citing people familiar with the plan, Beijing intends to deploy the “validated end-user” system, or VEU, which would enable China to follow through on a pledge to U.S. President Donald Trump to facilitate the export of rare earth materials while ensuring that they don’t end up with U.S. military suppliers, a core concern for China.The report added that if the system were strictly implemented, it could make it more difficult for automotive and aerospace companies with both civilian and defense clients to import certain Chinese materials. The report further highlighted that Beijing’s plan could still change, and its licensing system wouldn’t be certain until it is implemented.<h2 class="st-heading-2">Taking A Page Out Of The U.S. Playbook</h2>The VEU mechanism that Xi Jinping’s government is considering is reportedly modeled on existing U.S. laws and procedures, as is much of Beijing’s export-control architecture. Under the U.S. version of the VEU system, which took effect in 2007, some Chinese companies can purchase sensitive goods under a general authorization rather than obtaining individual licenses for each transaction.The U.S. rule facilitates the import of controlled goods, such as chemicals or chip-making equipment, by requiring participating companies to approve U.S. government inspections of their facilities. The report stated that it isn’t clear how long VEU protections would last.<h2 class="st-heading-2">What It Would Mean For U.S. Miners?</h2>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. Late last month, the U.S. and China reached an agreement to ease rare-earth exports for at least a year.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. The White House has also stated that it is in talks with many other companies over potential stakes. China’s reluctance to ship to defense firms could potentially ensure that the Trump administration continues its efforts to secure the domestic supply. &nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, the top U.S. rare-earth producer, was in the ‘bullish’ territory.<figure class="image"><img style="aspect-ratio:807/105;" src="https://news.stocktwits-cdn.com/MP_Nov_11_JPG_a0267d16fe.webp" alt="GEVO’s Sentiment Meter and Message Volume as of 04:57 a.m. ET on Nov. 11, 2025 | Source: Stocktwits" width="807" height="105"><figcaption>GEVO’s Sentiment Meter and Message Volume as of 04:57 a.m. ET on Nov. 11, 2025 | Source: Stocktwits</figcaption></figure>MP Materials stock has more than quadrupled this year. Critical Metals stock and USA Rare Earth stock have gained nearly 53% and 25%, respectively.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-gevo-stock-rising-premarket-today/cLPdmczREPJ">Why Is Gevo Stock Rising Premarket Today?</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.

China Reportedly Planning To Keep Rare Earths Out Of The Reach Of U.S. Military — What Could It Mean For MP, TMC, TMQ Stocks?

The report added that if the system were strictly implemented, it could make it more difficult for automotive and aerospace companies with both civilian and defense clients to import certain Chinese materials.

Equity

<ul class="summary-bullets"><li>Deutsche Bank analysts reportedly stated that MP Materials holds a unique position as the only fully integrated rare earth company in the Western world.</li><li>The brokerage also reportedly cited clear growth drivers for MP Materials, including volume expansion through heavy refining, magnet production, and recycling capabilities.</li><li>MP CEO Jim Litinsky was upbeat about the company’s growth prospects last week and referred to the tussle between the U.S. and China as ‘Cold War 2.0’.</li></ul>MP Materials' stock rose over 3% in premarket trading after Deutsche Bank turned bullish about the rare earth miner.According to investing.com, the brokerage raised MP stock's rating from ‘Hold’ to ‘Buy’ and increased its price target to $71 from $68. The new price target implied a 21.1% upside compared to the stock’s previous closing price.<h2 class="st-heading-2">What Did The Analysts Say?</h2>Deutsche Bank analysts reportedly stated that MP Materials holds a unique position as the only fully integrated rare earth company in the Western world, with backing from the U.S. government, including an elevated pricing floor of $110 per kilogram.The brokerage also cited clear growth drivers for MP Materials, including volume expansion through heavy refining, magnet production, and recycling capabilities, which reportedly positioned the company strategically in the rare earth market.The investment firm also saw potential upside to future earnings, depending on the progress of the refinery and possible optimization of the company’s mine plan at the Mountain Pass facility. However, it viewed these as medium to long-term opportunities.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP</a> was in the ‘bullish’ territory at the time of writing, compared with ‘bearish’ a week ago. The stock was the top trending ticker on the social media platform.<figure class="image"><img style="aspect-ratio:798/119;" src="https://news.stocktwits-cdn.com/MP_Nov_10_JPG_731fc96142.webp" alt="MP’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Nov. 10, 2025 | Source: Stocktwits" width="798" height="119"><figcaption>MP’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Nov. 10, 2025 | Source: Stocktwits</figcaption></figure>One trader said MP is set to shine this week.<stembedurl>https://stocktwits.com/havingfunDH/message/635543409</stembedurl>The latest upgrade follows its earnings report last week. The Las Vegas-based company reported a net loss of $41.8 million, or $0.24 per share, for the third quarter on Thursday, compared to a loss of $11.2 million, or $0.16 per share, a year earlier, as it grappled with the loss of revenue from the stoppage of sales of rare earth concentrate during the quarter.&nbsp;In previous quarters, these sales made up for most of the company's revenue. However, a July investment agreement with the U.S. military prevented any further shipments. However, MP CEO Jim Litinsky was upbeat about the company’s growth prospects last week and referred to the tussle between the U.S. and China as ‘Cold War 2.0’.&nbsp;"Economic might itself, expressed through control of critical materials, advanced technologies, and the supply chains that sustain them, has become the decisive measure of national power," he said.The company also said it expects commercial magnet production from its Texas site to begin by the end of the year. MP stock has more than tripled this year after the company received backing from the U.S. Department of Defense alongside Apple Inc.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-q3-earnings-preview-retail-bulls-bet-on-neutron-launch-stronger-margins/cLPcXHZREcv">Rocket Lab Q3 Earnings Preview: Retail Bulls Bet On Neutron Launch, Stronger Margins</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of MP Materials Corp. (NYSE: MP).

Why Is MP Materials Stock Gaining Over 3% Premarket?

According to investing.com, Deutsche Bank raised MP stock's rating from ‘Hold’ to ‘Buy’ and increased its price target to $71 from $68.

<ul class="summary-bullets"><li>Choi Yun-birm, the Chair of Korea Zinc, has been invited to attend a meeting of the U.S. and South Korean business leaders in Gyeongju.</li><li>The South Korean firm agreed to invest $85 million in The Metals Company in June, which enabled it to acquire a 5% stake in the deep-sea mining firm.</li><li>The U.S. is looking to ramp up production of critical minerals to reduce its reliance on China.</li></ul>TMC stock drew bullish chatter late on Tuesday on Stocktwits after media reports said that the U.S. has invited Choi Yun-birm, the Chair of Korea Zinc, a strategic investor in the deep-sea mining firm, for a business roundtable on the sidelines of President Donald Trump’s visit to South Korea. &nbsp;According to South Korea’s Chosun Daily newspaper, citing government sources, U.S. Secretary of Commerce Howard <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chosun.com/english/industry-en/2025/10/29/2FFI4XOMOVEXNMS3HCHRNU436E/">Lutnick will host</a> a summit of key U.S. and South Korean business leaders at the Gyeongju Arts Center at 5 p.m. local time on Wednesday on the sidelines of the Asia-Pacific Economic Cooperation summit. The other attendees include the chairs of Samsung Electronics, SK Group, Hyundai Motors, and LG Group.The report added that the meeting will be a reciprocal event after the U.S.-South Korea business roundtable organized after South Korean President Lee Jae-myung’s summit with Trump in Washington, D.C., last August. Back then, Korea Zinc signed a non-binding agreement to supply germanium to Lockheed Martin under a long-term contract starting in 2028.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC stock </a>was in the ‘bearish’ territory at the time of writing, amid recent declines spurred by the increased hopes of a trade deal between the U.S. and China.<figure class="image"><img style="aspect-ratio:795/99;" src="https://news.stocktwits-cdn.com/Oct_28_TMC_JPG_b5703f4c81.webp" alt="TMC’s Sentiment Meter and Message Volume as of 11:51 p.m. ET on Oct. 28, 2025 | Source: Stocktwits" width="795" height="99"><figcaption>TMC’s Sentiment Meter and Message Volume as of 11:51 p.m. ET on Oct. 28, 2025 | Source: Stocktwits</figcaption></figure>However, retail chatter indicated that the overall mood could change quickly.One retail trader hoped that the stock could hit $8 soon.<stembedurl>https://stocktwits.com/Prestor8/message/634082180</stembedurl>Another trader expected a positive development to be announced soon, possibly including regulatory approval or contracts with defense manufacturers.<stembedurl>https://stocktwits.com/Jordy23/message/634050491</stembedurl><h2 class="st-heading-2">Why Did Korea Zinc Become A TMC Shareholder?</h2>The South Korean firm agreed to invest $85 million in The Metals Company in June, which enabled it to acquire a 5% stake in the deep-sea mining firm. The Korean firm also obtained a bulk sample of nodule material from the seabed to test processing and refining pathways.“Korea Zinc is probably the only company outside of China that has the capability to take TMC USA’s materials and turn them into metal product formats required in the United States,” TMC CEO Gerard Baron said in June.The U.S. is looking to ramp up production of critical minerals to reduce its reliance on China, which has used them as a bargaining chip in trade negotiations. Trump also issued an executive order to expedite the approval process of deep-sea mining. TMC stock has jumped over sixfold this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-joby-aviation-stock-jump-over-7-after-hours/cLGZIIyR3vL">Why Did Joby Aviation Stock Jump Over 7% After-Hours?</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 Bulls Bet On Policy Tailwinds As US Reportedly Invites Korea Zinc Chair To Roundtable Amid Trump's Seoul Visit

The South Korean firm agreed to invest $85 million in The Metals Company in June, which enabled it to acquire a 5% stake in the deep-sea mining firm.

<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.

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.

<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.

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.

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.

Currency and Exchange Stock Chart for Finance and Economy Display. (Image Courtesy: Getty Images)

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.

The Metals Company (TMC) was the top trending ticker on Stocktwits after its shares jumped nearly 10% in premarket trading. The rally followed a report by The Information that the company was starting seabed mining with backing from the Trump Administration.According to the report, TMC expressed renewed optimism at an investor event in New York about starting seabed mining in the Pacific, primarily due to the Trump administration's explicit backing. The administration has been taking stakes in critical minerals companies, citing the industry as a strategic priority.Retail sentiment on <a href="https://stocktwits.com/symbol/TMC">TMC</a> remained unchanged in the ‘extremely bullish’ territory compared to a day ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.According to TheFly, The Information reported that the attendance of senior U.S. officials underscored the government's growing involvement in critical minerals, following a series of equity deals in lithium, copper, and rare earth companies. The momentum has fueled a sharp rally in TMC’s shares in the last few days amid speculation that it could be the next to receive federal support, the report added.On Tuesday, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/07/trilogy-metals-shares-surge-after-us-takes-stake-in-minerals-firm.html">CNBC reported</a> that the White House said it would take a 10% stake in Trilogy Metals as part of the current administration’s effort to unlock domestic supplies of copper and other critical minerals in the Ambler mining district in Alaska.Earlier on Thursday, China announced broad new curbs on rare earth exports, potentially jeopardizing its trade truce with the United States. Under fresh regulations from the Ministry of Commerce, companies must now secure a dual-use export license before shipping equipment or technology abroad that could be applied to rare earth mining, smelting, separation, metal processing, or the production of magnetic materials.Shares of TMC have gained 812% 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/delta-ceo-ed-bastian-says-airline-operations-unaffected-by-federal-government-shutdown-report/ch67Fg9R3Kf">Delta CEO Ed Bastian Says Airline Operations Unaffected By Federal Government Shutdown: Report</a>

Why Did TMC Stock Surge 10% Premarket Today?

According to the report, TMC expressed renewed optimism at an investor event in New York about starting seabed mining in the Pacific, primarily due to the Trump administration's explicit backing.

China unveiled sweeping restrictions on rare earth exports on Thursday, which could upend a trade truce with the United States.According to the new rules issued by the Ministry of Commerce of China, exporters will be required to obtain a dual-use export license from the government before exporting equipment and technology that could be used overseas for rare earth mining, smelting, and separation, as well as metal smelting and the manufacture of magnetic materials.Rare earth materials, used in everything from electric vehicles to missile guidance systems, have been leveraged by Beijing as a potent weapon amid the trade war with the U.S. In April, China placed several key elements on an export restrictions list, which soon forced Western companies, from automakers to consumer electronics firms, to start curtailing their capacity before a trade truce resumed supplies.China dominates the rare earth industry, controlling 60% of production and 90% of refining capacity. The ministry also said that it will not approve applications intended for the development of weapons of mass destruction, territorial expansion, or the enhancement of military capabilities. It also said that licenses for high-end semiconductor makers will be approved on a case-by-case basis. &nbsp;The move comes amid a growing push by the Trump administration to bolster domestic rare earth production by encouraging businesses to establish facilities within the U.S. The White House has already agreed to take stakes in companies such as MP Materials and Critical Metals Corp.&nbsp;Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/CRML">MP</a> was in the the 'neutral' territory at the time of writing, while traders were 'extremely bullish' about <a href="https://stocktwits.com/symbol/CRML">Critical Metals</a>.The Commerce Ministry 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.Entities on China's export control list and their majority-owned subsidiaries are also likely to be denied approval for exporting dual-use items and technologies, it added. However, Beijing also announced exemptions for humanitarian purposes, like emergency medical care, responses to public health emergencies, or natural disaster relief.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/civitas-resources-looking-at-potential-merger-with-permian-basin-peer-sm-energy/ch67OO5R309">Civitas Resources Looking At Potential Merger With Permian Basin Peer SM Energy: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

China Slaps Fresh Rare Earth Export Restrictions With Focus On Military, Semiconductors

The move comes amid a growing push by the Trump administration to bolster domestic rare earth production by encouraging businesses to establish facilities within the U.S.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

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