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Brera Holdings Plc engages in the business of football division progression, global football player transfer service, sponsorship services, football school services, and consulting services on football projects. The company was founded on June 30, 2022 and is headquartered in Dublin, Ireland.

Brera Holdings PLC - Ordinary Shares - Class B

Brera Holdings PLC

Brera Holdings (BREA) is trending due to news of a $300M private placement to fund a Solana digital asset treasury, leading to a rebrand as Solmate. Community members are actively discussing the potential for a significant price increase, drawing comparisons to other high-flying treasury plays and low float runners. The focus is on its potential within the decentralized finance space and the backing from Ark Invest and UAE investors.

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

Intel Corp.

Intel Corp

Intel is trending following news of a $5 billion investment and partnership with Nvidia to develop AI and PC products, which has sparked significant community discussion around the potential impact on Intel's market position and future growth. The community is weighing the significance of this deal, analyzing potential price movements, and evaluating the long-term implications for Intel and its competitors. Some investors suggest this marks a turning point for the company, while others express skepticism about Intel's ability to execute its turnaround strategy.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending amid anticipation of potential rate cuts, which are expected to boost the fintech company's lending business and overall valuation. The community is discussing whether the stock is poised for new all-time highs and potential S&P 500 inclusion, while some traders are weighing short-term profit-taking versus long-term growth prospects.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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 trending due to concerns around Nvidia's investment in Intel, with the community debating the potential impact on AMD's competitive position. Many believe this is a strategic move acknowledging AMD's strength, while others worry about increased competition in both the CPU and GPU markets. Despite the uncertainty, some investors view the dip as a buying opportunity, citing AMD's strong fundamentals and future growth potential.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co.

Disney's stock is trending amidst discussions around political polarization and its impact on the company, particularly concerning content choices and perceived bias. Community members are debating the company's direction and whether recent decisions will affect subscription rates and overall profitability. Some investors see the current situation as a buying opportunity, while others express concerns about the company's long-term prospects.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as the quantum computing sector gains momentum, fueled by news of government contracts and partnerships. The community is discussing the company's technology, potential for growth, and comparisons to sector peers, along with speculation about future price targets and potential acquisitions. Some traders are expressing caution due to the high valuation compared to current revenue.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending amid excitement surrounding its potential to power AI data centers and a recent partnership with ABB. Community discussions revolve around the company's innovative technology and the future of nuclear energy, with some expressing concerns about its current valuation and pre-revenue status. The stock's surge is attributed to a US-UK nuclear pact and overall clean energy boom, though some caution a correction may be on the horizon.

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 trending as discussions revolve around potential partnerships, particularly with Panasonic and possibly Tesla, following Panasonic's announcement of anode-free solid-state batteries. The community is speculating about the implications of these developments for QS's technology and future OEM deals, while also debating short squeeze opportunities. Some traders believe the recent price action suggests institutional accumulation and anticipate further upside potential.

MicroAlgo, Inc. operates as a holding company, which engages in the development and application of bespoke central processing algorithms. Its services include algorithm optimization, accelerating computing power without the need for hardware upgrades, lightweight data processing, and data intelligence. The company was founded May 14, 2018 and is headquartered in New York, NY.

MicroAlgo Inc

MicroAlgo ($MLGO) is experiencing increased interest amid discussions of a potential short squeeze, driven by its low float and high short interest. The community is weighing the potential for significant upward movement against the risks associated with the stock's volatility and ties to Chinese firms. Traders are closely monitoring key resistance levels, anticipating a breakout or pullback.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is trending as investors discuss its potential pivot towards AI and high-performance computing, fueled by recent CEO comments. Community members are actively watching key resistance levels and highlighting the stock's undervaluation compared to peers like IREN and CIFR. Bullish sentiment is building, with some anticipating a short squeeze and significant upside if the company successfully executes its new strategy.

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U.S. rare earth stocks will likely garner increased investor attention on Monday, as China reportedly moved to impose strict regulations on rare earth minerals.According to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-25/china-s-rare-earths-companies-rally-after-beijing-tightens-grip">report</a>, citing the Ministry of Industry and Information Technology, Chinese authorities are pushing for a system to improve tracking of all domestic supply, including a requirement to send regular output data to the government.The plan announced on Friday was based on proposals unveiled in June 2024, the report added. The new regulation also clarifies the responsibilities of different bodies, like companies, local governments, and ministries, in managing output and monitoring any infringements.The new rules led to a sharp increase in the share prices of Chinese firms, such as China Northern Rare Earth Group High-Tech Co. and JL-Mag Rare-Earth Co., on Monday.Rare earth materials, used in everything from electric vehicles to missile-guidance systems, have been used as a potent weapon by Beijing amid the trade war with the U.S. China has put several key elements under an export restrictions list that has soon forced Western companies, from automakers to consumer electronics firms, to start curtailing their capacity.While shipments are slowly climbing back, the U.S. is bolstering its supplies of rare earth minerals and has taken a 15% stake in MP Materials, the largest U.S. supplier of rare earth elements, and loosened restrictions on deep-sea mining.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP stock </a>was in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:801/90;" src="https://news.stocktwits-cdn.com/MP_Aug_24_JPG_79766d08ca.webp" alt="MP’s Sentiment Meter and Message Volume as of 04:18 a.m. ET on Aug. 25, 2025 | Source: Stocktwits" width="801" height="90"><figcaption>MP’s Sentiment Meter and Message Volume as of 04:18 a.m. ET on Aug. 25, 2025 | Source: Stocktwits</figcaption></figure>The company, which stopped its refining operations in China following the trade war, has also signed a $500 million agreement with Apple to supply rare earth minerals.MP Stock has more than quadrupled this year, while the deep-sea mining firm The Metals Company has risen an eye-popping 326%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/oil-prices-rise-after-ukraine-attacks-on-russian-energy-infrastructure/chssKLaRd12">Oil Prices Rise After Ukraine Attacks On Russian Energy Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Drag-line excavator mines rare earth materials. (Photo by Kostiantyn Liberov/Libkos/Getty Images)

Rare Earth Stocks In Focus After China Moves To Strengthen Grip On Supplies

The new rules led to a sharp increase in the share prices of Chinese firms, such as China Northern Rare Earth Group High-Tech Co. and JL-Mag Rare-Earth Co., on Monday.

Equity

The new rules led to a sharp increase in the share prices of Chinese firms, such as China Northern Rare Earth Group High-Tech Co. and JL-Mag Rare-Earth Co., on Monday.


China’s rare earth exports to the U.S. jumped 76% in July compared to the previous month to hit a six-month high as Beijing loosened restrictions on the shipments of the critical minerals as part of a trade truce.According to a Bloomberg News <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-20/china-s-magnet-exports-to-us-hit-six-month-high-after-trade-deal">report</a>, China shipped 619 tons of rare earth minerals to the U.S. in July, up from the 353 tons in June.Shipments had hit rock bottom in May after China put several rare earth materials, used in electric vehicles and missile-guidance systems, on an export restrictions list and asked Chinese businesses to get a government permit before shipping their products abroad after U.S. President Donald Trump raised tariffs on Chinese goods to 145%. China dominates the rare earth magnet supply by processing around 90% of all materials.Western companies, from automakers to consumer electronics firms, soon began to feel the pressure and started curtailing capacity. Following trade talks in Geneva and London, the two sides agreed to cut tariffs mutually, and China agreed to resume rare earth exports for Washington’s concessions on artificial intelligence chips.Retail sentiment on Stocktwits about U.S.-based rare earth supplier MP Materials was in the ‘bearish’ territory at the time of writing, while traders were also ‘bearish’ about The Metals Company.<a href="https://stocktwits.com/symbol/MP">MP’s stock</a> has more than tripled in the past three months following the Pentagon's agreement to take a 15% stake in the company, as well as a $500 million supply agreement with Apple.Alongside the U.S., other countries also saw a boost in supplies. As per the Bloomberg News report, Exports to Japan rose 76%, while shipments to Germany gained 46%. Beijing more than doubled deliveries to India in July, amid tensions between Washington and New Delhi over tariffs.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-fiber-cement-maker-james-hardie-stock-slumped-after-hours/chsifqSRdWm">Why Fiber Cement Maker James Hardie Stock Slumped After-Hours?</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.

China’s Rare Earth Exports To US Jump In July Amid Tariff Truce

Shipments had hit rock bottom in May after China put several rare earth materials, used in electric vehicles and missile-guidance systems, on an export restrictions list.

The Metals Company (TMC) CEO Gerard Barron praised the U.S. move to initiate talks with the Cook Islands over seabed resources, but warned that China could take advantage if Washington, D.C., does not step in.“The Cooks have an abundant seafloor resource, and it will fall [into] the way of China if [the] USA doesn’t show some love,” Barron <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gtbgtb/status/1952943500619661504">wrote</a> in a post on X after hailing the talks as a “great initiative.”Located halfway between Hawaii and New Zealand in the South Pacific, the Cook Islands comprise 15 islands with a total population of just over 15,000, according to 2021 data. It was a territory of New Zealand until 1965, when it became self-governing but in free association with New Zealand. The residents have New Zealand passports and citizenship."The Government of the United States of America has begun discussions with the Government of the Cook Islands to support the research necessary to inform seabed exploration and responsible development within the Cook Islands' Exclusive Economic Zone," the state department said on Tuesday.The outreach from the United States comes at a time when China is boosting its influence in the Pacific region. Earlier this year, China and the Cook Islands signed an agreement to collaborate on a range of areas, including education and deep-sea exploration, excluding security.The State Department further noted that U.S.-linked firms are at the forefront of deep-seabed mineral research and exploration in the Cook Islands.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC </a>was in the ‘extremely bullish’ territory at the time of writing, while retail chatter was ‘extremely high.’<figure class="image"><img style="aspect-ratio:718/92;" src="https://news.stocktwits-cdn.com/TMC_Aug_JPG_fee630ad35.webp" alt=" TMC’s Sentiment Meter and Message Volume as of 03:16 a.m. ET on Aug. 6, 2025 | Source: Stocktwits" width="718" height="92"><figcaption>TMC’s Sentiment Meter and Message Volume as of 03:16 a.m. ET on Aug. 6, 2025 | Source: Stocktwits</figcaption></figure>Earlier this week, TMC <a href="https://stocktwits.com/news-articles/markets/equity/tmc-reveals-23-billion-deep-sea-mining-potential/chrXkwURdT1">released</a> two independent technical economic assessments outlining the financial and operational prospects of its deep-sea mining initiatives in the Clarion Clipperton Zone (CCZ) of the Pacific Ocean.Together, the reports project a combined value of $23.6 billion for the company's NORI and TOML resource areas.TMC’s stock has more than quadrupled this year, driven by hopes of the company accumulating a significant share of the rare earth metals market that provides key components to electronics, electric vehicles, and other important industries.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/boeing-scores-big-win-with-8-b-cathay-pacific-order-for-14-widebody-jets/chr1otTRdPi">Boeing Scores Big Win With $8B Cathay Pacific Order For 14 Widebody Jets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Gerard Barron, Chairman and CEO of The Metals Company.

TMC Chief Gerard Barron Warns Cook Islands Seafloor Resources Will Fall Into China’s Hands If US Fails To ‘Show Some Love'

The U.S. State Department said on Tuesday it has begun talks with the Cook Islands over seabed exploration.

The Metals Company Inc. (TMC) released two independent technical economic assessments on Monday, outlining the financial and operational prospects of its deep-sea mining initiatives in the Clarion Clipperton Zone (CCZ) of the Pacific Ocean.&nbsp;Together, the reports project a combined value of $23.6 billion for the company's NORI and TOML resource areas.The centerpiece of the announcement is a Pre-Feasibility Study (PFS) for the NORI-D Project, which presents a projected Net Present Value (NPV) of $5.5 billion and declares the first-ever Probable Mineral Reserves from a polymetallic nodule project.&nbsp;Following the release,&nbsp;<a href="https://stocktwits.com/symbol/TMC">The Metals Company stock</a> traded over 22% in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ (70/100) territory amid ‘high’(64/100) message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:959/117;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_04_081151_png_8141b05b61.webp" alt="TMC’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Aug. 4, 2025 | Source: Stocktwits" width="959" height="117"><figcaption>TMC’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Aug. 4, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 113% increase in user message count over the past 24 hours. Stocktwits users lauded the pre-feasibility study.<stembedurl>https://stocktwits.com/NolaTum/message/623595218</stembedurl><stembedurl>https://stocktwits.com/Lunar_Ice_Miner/message/623594100</stembedurl>TMC aims to begin commercial production from the NORI-D site by the final quarter of 2027, pending regulatory approvals. At peak operation, expected from 2031 through 2043, the project is targeting an annual throughput of 10.8 million tonnes of wet nodules.&nbsp;With projected cash costs of $1,065 per tonne of nickel (inclusive of byproduct credits) and All-In Sustaining Costs (AISC) at $2,569 per tonne, TMC expects to operate in the lowest production cost quartile globally.&nbsp;The NORI-D Project is forecasted to maintain an average EBITDA (earnings before interest, taxes, depreciation, and amortization) margin of 43% over its 18-year life of mine.An accompanying Initial Assessment (IA) evaluated the remaining resource base across the NORI and TOML blocks, excluding NORI-D.&nbsp;The IA values the extended resource at $18.1 billion after-tax NPV, with an Internal Rate of Return (IRR) of 36%. Long-term projections from 2039 through 2058 indicate a steady EBITDA margin of 57%.The Metals Company stock has gained over 424% in 2025 and over 505% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/d-wave-quantum-s-meteoric-rise-brings-analysts-and-retail-traders-on-the-same-page/chrX1ziRdTQ">D-Wave Quantum’s Meteoric Rise Brings Analysts And Retail Traders On The Same Page: Here’s The Monday Morning Update</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 Reveals $23.6B Deep-Sea Mining Potential: Retail Says Stock ‘Crazy Profitable’

With projected cash costs of $1,065 per tonne of nickel (inclusive of byproduct credits) and All-In Sustaining Costs at $2,569 per tonne, TMC expects to operate in the lowest production cost quartile globally. 

The Metals Company (TMC) stock jumped over 15% in premarket trading on Monday, with retail traders heavily speculating about the findings of the company’s pre-feasibility study, expected to be released later in the day.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC</a> was in the ‘bullish’ territory at the time of writing, while retail chatter was ‘high.’Over the past week, the stock saw a 464% rise in retail message volume. The stock was the top trending ticker at the time of writing.Monday’s retail enthusiasm followed TMC CEO Gerard Barron's <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gtbgtb/status/1951356017201258712 ">announcement</a> last week that the company would unveil its long-awaited pre-feasibility survey (PFS) report, which will assess the economic viability of deep-sea mining. The company has already applied for a commercial recovery permit with the National Oceanic and Atmospheric Administration (NOAA).TMC will release an initial assessment report detailing the total estimated resources of the area. The twin reports could help the company receive institutional capital and greenlight the project.“Loads of great news coming, huge upside...you can still get in early, but more waiting will equal more regret,” one user wrote.<stembedurl>https://stocktwits.com/Come_what_may/message/623583297</stembedurl>“We'll be breaking that dependency on China's rare earth minerals soon enough,” another user wrote.<stembedurl>https://stocktwits.com/TraderGOAT/message/623582437</stembedurl>U.S. President Donald Trump has already issued executive orders to allow companies to extract minerals from the seabed, aiming to reduce the country's reliance on China, which dominates the rare earth market.A Wall Street Journal report suggests that China has yet to approve the flow of critical minerals for defense firms. The defense industry is now paying five or more times the previous price for specific materials and seeking alternative sources, as a direct consequence of Beijing’s curb on exports.Several private firms, such as Lockheed Martin, are also exploring partnering with deep-sea mining companies to provide a steady supply of critical minerals. In June, Korea Zinc acquired a stake in the company by investing $85.2 million.TMC Stock has risen more than 400% over the past year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/jp-morgan-teams-up-with-bux-to-offer-active-et-fs-to-european-customers-amid-booming-demand/chrXXQ9RdRx">JPMorgan Teams Up With BUX To Offer Active ETFs To European Customers Amid Booming Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TMC Stock Soars Premarket As Traders Brace For Crucial Pre-Feasibility Report: Retail Calls It A ‘Buy Now Or Regret’ Moment

 President Donald Trump has already issued executive orders to allow companies to extract minerals from the seabed, aiming to reduce the country's reliance on China.

U.S. Trade Representative Jamieson Greer has said that recent trade talks with China have focused on rare earth minerals, and the two sides have made progress in ensuring a steady supply of the critical elements to American shores.“We're focused on making sure that the flow of magnets from China to the United States and the adjacent supply chain can flow as freely as it did before the control,” Greer said at CBS’s Face the Nation program, which was aired on Sunday. “I'd say we're about halfway there,” he added.After U.S. President Donald Trump’s initial tariff salvo in April, China ordered its domestic suppliers to dramatically cut exports to the U.S. and other Western nations in a retaliatory move. Beijing resumed approving export requests in July after the U.S. agreed to make concessions in June following another round of trade talks.In the interview, Greer said that Trump will make the final decision whether to extend the tariff truce beyond the Aug. 12 deadline. He added, “We’re working on some technical issues, and we’re talking to the president about it.”However, a Wall Street Journal <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51?mod=hp_lead_pos1">report</a> suggests that China has yet to approve the flow of critical minerals for defense firms. The defense industry is now paying five or more times the previous price for specific materials and seeking alternative sources, as a direct consequence of Beijing’s curb on exports, according to the Journal, which cited several suppliers and defense executives.China dominates the rare earth landscape, holding approximately 90% of the market share in magnet production. While rare earth shipments to the U.S. rose to 353 tons in June, compared to just 46 tons in May, they remained way below the levels seen before the export restrictions.The U.S. is moving to reduce its dependence on Chinese rare-earth imports. In July, the Pentagon <a href="https://stocktwits.com/news-articles/markets/equity/mp-materials-stock-surges-on-multi-billion-dollar-department-of-defense-deal-for-rare-earth-magnets/ch8G5wnR5jt">agreed </a>to pay $400 million for a stake in MP Materials, the operator of the largest rare-earth mine in the Americas, which is ramping up production of magnets.Retail sentiment on Stocktwits about MP Materials was in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:797/100;" src="https://news.stocktwits-cdn.com/MP_Aug_4_JPG_73fd503647.webp" alt="MP’s Sentiment Meter and Message Volume as of 01:07 a.m. ET on Aug. 3, 2025 | Source: Stocktwits" width="797" height="100"><figcaption>MP’s Sentiment Meter and Message Volume as of 01:07 a.m. ET on Aug. 3, 2025 | Source: Stocktwits</figcaption></figure>Lockheed Martin CEO James Taiclet, speaking on an earnings call last month, called the deal “groundbreaking” and said it would help secure magnets critical for the F-35 fighter jet and cruise missiles. Still, officials have reportedly cautioned that building new supply chains will take time.<a href="https://stocktwits.com/symbol/MP">MP stock</a> has more than quadrupled this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/boeing-faces-first-fighter-jet-plant-strike-in-nearly-30-years-as-3-200-workers-reject-contract/chrX46ERdR1">Boeing Faces First Fighter Jet Plant Strike In Nearly 30 Years As 3,200 Workers Reject Contract, Retail Buzz Heats Up</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration portraits of US President Donald Trump and Chinese President Xi Jinping are displayed on computer screen as US flag is seen in Ankara, Turkiye on April 10, 2025.

Trump's Trade Rep Says Rare Earth Talks With China 'Halfway There' — But Beijing Reportedly Keeps US Defense Firms Under Pressure

The U.S. defense industry is now reportedly paying five or more times the previous price for specific materials and seeking alternative sources, as a direct consequence of Beijing’s curb on exports.

Trump's Trade Rep Says Rare Earth Talks With China' Halfway There' — But Beijing Reportedly Keeps US Defense Firms Under Pressure

China’s exports of rare earth magnets to the U.S. jumped nearly seven times in June compared to the previous month as trade tensions between the two countries eased after a series of talks.According to a Reuters report, citing data from the General Administration of Customs, exports of rare earth magnets jumped to 353 metric tons, from a paltry 46 tons in May. However, exports were still down 52% compared to the same period a year earlier.Beijing had put several rare earth materials, used in electric vehicles and missile-guidance systems, on an export restrictions list and asked Chinese businesses to get a government permit before shipping their products abroad after U.S. President Donald Trump raised tariffs on Chinese goods to 145%. China dominates the rare earth magnet supply by processing around 90% of all materials.Western companies, from automakers to consumer electronics firms, began to feel the pressure soon and began curtailing capacity. Beijing pledged to start exporting rare earths after the two sides struck an initial agreement in Geneva in May.However, Western businesses continued to complain that Chinese authorities were slow to grant export permits following the deals amid Beijing’s concerns over shipments of AI chips. However, a June pact paved the way for Nvidia to begin export of H20 chips to China, helping alleviate China’s concerns.Overall, China shipped 3,188 tons of rare earth permanent magnets last month, with Germany being its top destination in a relief to automakers. However, total exports were still down 38% compared to the same month in the previous year.Retail sentiment on Stocktwits about the U.S. rare earths firm <a href="https://stocktwits.com/symbol/MP">MP Materials</a> was still in ‘extremely bullish’ territory late on Sunday, while that of deep-sea miner The Metals Company (considered a Trump trade play) was ‘bullish.’MP’s stock has gained over 74% in the past month following the Pentagon's agreement to take a 15% stake in the company, as well as a $500 million supply agreement with Apple. Most retail traders on Stocktwits believed that the resumption of exports would not fundamentally change anything for U.S. producers.“They (China) have already threatened the U.S. and the rest of the world with restrictions, and the only way to remove that leverage is to go full speed ahead with domestic production,” one user said.<stembedurl>https://stocktwits.com/Shadowdoc1/message/621669920</stembedurl>Year to date, MP stock has nearly quadrupled in value while TMC has surged by a whopping 570%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/japan-s-ruling-party-loses-grip-as-trump-tariff-deadline-looms/ch8qvTDR5A4">Japan's Ruling Party Loses Grip As Trump Tariff Deadline Looms: What Happens Next?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

China's Rare Earth Exports To US Rise In June — But Retail Traders Feel It Doesn’t Change Things Much For American Miners

Chinese exports of the rare earth magnets jumped to 353 metric tons in June, up from a paltry 46 tons in May.

The Metals Company (TMC) stock rose 10.8% on Monday after The Financial Times reported that aerospace firm Lockheed Martin is discussing with mining companies the potential exploitation of its Pacific seabed licensing areas.“We are in early stages of conversations with several companies about giving them access to our licenses and allowing them to process those materials,” Chief Operating Officer Frank St John <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/53ae1dee-1377-48fe-b852-1bbd2167609d">said</a> to the London-based newspaper in an interview.U.S. regulators reportedly granted two eastern Pacific mining licenses in international waters to the U.S. aerospace giant in the early 1980s, but the firm never started work on them. As per the report, St John declined to elaborate on the potential value of the deposits in Lockheed’s licenses, saying only that the mining companies had “done the homework and determined there is value there”.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC</a> was in the ‘neutral’ territory during premarket hours on Tuesday.The International Seabed Authority is scheduled to meet in Jamaica this month to discuss the conditions under which it would allow mining to start. However, dozens of nations have raised concerns about deep-sea mining due to its impact on marine life.However, U.S. President Donald Trump has already issued executive orders to allow companies to extract minerals from the seabed, aiming to reduce the country's reliance on China, which dominates the rare earth market.One retail trader said that Lockheed has been “out of the game” for a while, and a partnership with TMC was the logical move.<stembedurl>https://stocktwits.com/FunnyBoy/message/620939880</stembedurl>TMC has already applied for a commercial permit to extract nodules at the National Oceanic and Atmospheric Administration.TMC stock has more than fivefold this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gold-shines-as-safe-heaven-bets-rise-ahead-of-us-cpi-data/ch8fCN9R5Fd">Gold Shines As Safe-Heaven Bets Rise Ahead Of US CPI Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TMC Stock Pops, Draws Retail Buzz As Lockheed Martin Reportedly Seeks Deep-Sea Mining Partners

U.S. regulators reportedly granted two eastern Pacific mining licenses in international waters to the U.S. aerospace giant in the early 1980s.

TMC shares dip as Iceberg Research rebuts Ives upgrade

Investing.com -- Shares of TMC the metals company Inc (NASDAQ:TMC) fell 3.3% on Monday after a blistering critique by short seller Iceberg Research targeted a recent bullish research note from Wedbush Securities that upgraded the company. The upgrade, authored by analyst Dan Ives, raised TMC to Outperform from Neutral with a price target hike to $11 from $6, citing increased U.S. support for domestic critical mineral chains and recent executive orders facilitating deep-sea mining.

Wedbush upgrades The Metals Company on U.S. policy boost, sees 66% upside

Investing.com -- Wedbush upgraded The Metals Company to Outperform from Neutral and raised its price target to $11 from $6 given a stronger U.S. government support and a faster path to commercial deep-sea mining following a recent executive order.

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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