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

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong Q3 results and plans to rapidly expand its AI compute business, including sharply higher capital spending and ambitious revenue goals, drove a bullish after-hours reaction. Traders praised the growth and compute demand, while others questioned whether the projections and heavy investment justify the valuation.

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

Super Micro Computer Inc

Super Micros preliminary quarterly update sharply raised its revenue and gross-margin outlook on stronger AI-platform demand, driving a major after-hours rally. Many traders welcomed the improved outlook and anticipated further gains or short covering, while others questioned whether the momentum would hold given the companys volatile history and lingering trust concerns.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly profit beat expectations, but softer forward guidance and a reduced advertising-revenue outlook have intensified concerns about slowing growth and weighed on the shares. Traders are debating whether the ad business and content strategy can revive momentum, with many bearish while some view the selloff as overdone and are buying the dip.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound has put WULF in focus, with traders crediting CEO Paul Pragers CNBC interview and his explanation of the companys powered-shell model: leasing data-center infrastructure and power rather than buying GPUs. Bulls see its AI/HPC contracts and buildout as differentiating it from debt-heavy neocloud peers, while skeptics call the move a relief bounce and remain concerned about financing, execution, and the broader sector selloff.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals quarterly results beat expectations, but shares sold off sharply as traders focused on a narrower procedure-growth outlook, planned pricing reductions, and a litigation settlement. The community is split between viewing the reaction as an overdone dip-buying opportunity and seeing the outlook and pricing pressures as reasons for caution.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXLs sharp, volatile rebound after a steep semiconductor selloff has traders weighing positive SpaceX commentary on AI-compute demand and expectations for continued chip spending against concerns about AI investment risks. Bulls see the news and upcoming tech earnings as support for a recovery, while skeptics call the bounce potentially short-lived and point to weak follow-through and sector volatility.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention amid a price rebound and breakout chatter, with bullish traders pointing to Zebecs reported payroll, card and network adoption, including its Stellar deployment. Skeptics counter that the token has struggled to sustain gains and say adoption must translate into stronger usage, volume and token demand.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 bipolar-mania trial met its primary and secondary endpoints, drawing attention to the drugs potential beyond epilepsy. Traders are divided: some emphasize the positive signal and possible pipeline value, while others question the modest placebo-adjusted effect and flag agitation and higher discontinuations as concerns behind the sharp reversal in shares.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as Middle East shipping and energy-infrastructure threats, alongside attacks on Russian oil facilities, fuel fears of supply disruption and support elevated crude prices. Traders are divided between betting on further gains from escalating risks and expecting a sharp pullback if diplomacy or normalized flows unwind the risk premium; disputed peace-deal headlines have added volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported orders from ByteDance, Alibaba and Tencent for Nvidias export-compliant RTX PRO 5500 chips drew attention, though traders noted that export restrictions and limited supply could constrain deliveries. The community also tied a rebound in chip stocks to SpaceXs strong results and AI infrastructure spending, while debating whether demand can justify valuations amid recent weakness and concerns about AI capex.

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MP is drawing attention amid a broad selloff in rare-earth and critical-minerals stocks, with traders debating whether U.S.China negotiations could ease supply concerns and weigh on domestic producers. Bearish posts focus on the downtrend and sector risks, while bulls point to MPs U.S. supply-chain role, government backing and planned magnet production as longer-term support.

The Great Rare Earth Disconnect: Prices Up 23%, Miners Down 28%

The Great Rare Earth Disconnect: Prices Up 23%, Miners Down 28%

 Here is a question that should be harder to answer than it is:?China still controls the rare earth spigot, the latest Trump-Xi summit did nothing to loosen its grip, Japan is about to run out of yttrium, Washington has...

MP Materials vs. USA Rare Earth: Which Rare Earth Stock Is the Better Buy?

Key PointsMP Materials is lower risk with established operations and contracts...

Can MP Materials Sustain the Growth Momentum in Its Materials Segment?

MP's Materials segment posts higher revenues and a return to profitability in 1H26 as NdPr production climbs and heavy rare earth processing expands.

UUUU's Growth Projects Require Heavy Investment: Can It Deliver?

Energy Fuels is investing billions to expand uranium production and build an integrated rare earth supply chain, but funding needs and execution risks remain key hurdles.

MP Materials Announces Date for Third Quarter 2026 Financial Results and Webcast

MP Materials Corp. (NYSE: MP) will release its financial results for the third quarter ended September 30, 2026, after the U.S. markets close on Thursday, November 5, 2026.MP Materials management will host a conference call and webcast that afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern...

Can MP Materials Deliver Another Year of Production Growth?

MP is ramping NdPr output, expanding heavy rare earth capabilities and scaling magnet manufacturing to build a fully integrated U.S. platform.

Washington Is Writing Billion-Dollar Checks for Tungsten

Washington Is Writing Billion-Dollar Checks for Tungsten Washington Is Writing Billion-Dollar Checks for TungstenPR NewswirePHOENIX, Oct. 8, 2026PHOENIX, Oct. 8, 2026 /PRNewswire/ -- U.S. Metal News News Commentary- The U.S. government has moved from warning about tungsten to paying for it. On...

Can Energy Fuels' Liquidity Support Its Ambitious Growth Plans?

UUUU is boosting uranium and rare earth growth investments while improving operating cash burn, but spending remains elevated.

Is MP Stock a Buy, Hold or Sell After Its 31.2% One-Year Decline?

MP Materials' steep decline, premium valuation and ongoing losses clash with its long-term magnet growth plans, raising a key question for investors.

An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade

An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade

 An inconvenient reality for the Trump administration's race to rebuild Western conflict-free critical materials supply chains outside China, whether domestically or through friendshoring, is that it won't...

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

Critical Minerals Wrap: CRML, GRML Surge On Greenland Deal, US Stockpile Push Accelerates As Trump-Xi Talks Put Rare Earths In Spotlight

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Bearish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$CRML" data-symbol-id="CRML" href="https://stocktwits.com/symbol/CRML" target="_blank">CRML</a>, GRML and GLND stocks surged after the U.S., Denmark and Greenland agreed to expand the American military presence on the island.</li><li>Greenland Mines raised more than $42 million to fund its planned exploration and development programs through 2027.</li><li>Mercuria and Glencore committed a combined $1 billion to Project Vault, supporting Washington’s effort to stockpile critical minerals for U.S. manufacturers.</li></ul>U.S.-listed critical-minerals stocks saw another eventful week, as a new U.S.-Denmark-Greenland security agreement sparked a rally in Greenland-linked miners and Washington stepped up efforts to build a strategic mineral stockpile.The developments came as China’s grip on rare-earth supplies remained in focus following President Donald Trump’s meeting with Chinese President Xi Jinping on Thursday.<h2 class="st-heading-2">Greenland Deal Sparks Rare-Earth Rally</h2>Greenland-linked stocks were among the week’s biggest movers after a new agreement between the U.S., Denmark and Greenland <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.whitehouse.gov/briefings-statements/2026/09/agreement-between-the-government-of-the-united-states-of-america-and-the-government-of-the-kingdom-of-denmark-together-with-the-government-of-greenland-to-amend-and-supplement-the-agreement-of-27-apri/">expanded</a> the U.S. military footprint on the island, including the addition of two bases.The agreement is expected to strengthen U.S. security in the Arctic while helping Washington counter growing Russian and Chinese influence in the region. It also comes as the U.S. seeks to build alternative supply chains for rare earths and reduce its dependence on China, which reportedly controls more than 85% of global rare-earth refining and processing.Critical Metals (CMRL), which owns the Tanbreez rare-earth project in southern Greenland, surged nearly 39% on Monday and is on track to record its best week in seven weeks.Meanwhile, Greenland Mines (GRML) jumped more than 230% on Monday and has made steady gains throughout the week. It is on track to clock its biggest weekly gains since June 2025. On Thursday, the company said it had raised more than $42 million to fund its planned exploration and development programs through 2027.Greenland Energy (GLND) surged about 138% on Monday and added another 83% on Thursday after extending deadlines for two exploration wells at its Jameson Land Basin project to the end of 2028. The stock is set to post its biggest weekly gains since its March 2026 listing.<img src="https://news.stocktwits-cdn.com/Zae_NJ_greenland_based_operations_025e23a616.png" alt="ZaeNJ-greenland-based-operations-.png"><h2 class="st-heading-2">Project Vault Gains Momentum Ahead Of Trump-Xi Meeting</h2>Washington’s push to stockpile critical minerals gained momentum this week. Commodities traders Mercuria and Glencore committed a combined $1 billion to Project Vault, including $500 million from Mercuria, to help secure supplies for U.S. manufacturers during potential disruptions.Project Vault is a U.S. government-backed initiative to build a strategic stockpile of critical minerals for American manufacturers.The effort comes as Washington seeks to reduce its reliance on China, which dominates the global rare-earth market. China reportedly controls up to 70% of global rare-earth mining, 85% of refining capacity and roughly 90% of rare-earth metal-alloy and magnet production.However, despite Washington’s push to build alternative supply chains, the U.S. is <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/chinas-rare-earths-dominance-overshadow-trumps-talks-with-xi-2026-09-24/">reportedly</a> expected to remain reliant on China for rare earths well into the 2030s.<h2 class="st-heading-2">How Have <a class="mention" data-mention="$CRML" data-symbol-id="CRML" href="https://stocktwits.com/symbol/CRML" target="_blank">CRML</a>, GRML, USAR And MP Stocks Performed This Year?</h2><img src="https://news.stocktwits-cdn.com/YTD_performance_507676c0bd.png" alt="YTD performance.png">Critical-minerals stocks have charted very different paths this year. Critical Metals and USA Rare Earth have been among the winners, gaining about 11% and 8%, respectively. Meanwhile, despite its massive rally this week, Greenland Mines has slipped roughly 4%, while MP Materials has lagged the group, down about 11.1%.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-optimus-reportedly-hits-production-snags-stone-x-stays-bullish-ahead-of-q3-vehicle-deliveries/cZMOQxNRBOa">Tesla’s Optimus Reportedly Hits Production Snags — StoneX Stays Bullish Ahead Of Q3 Vehicle Deliveries</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In an aerial view, the once-disused Colosseum Mine inside the Mojave National Preserve is being prepared to become North America's second active rare earth minerals mine, on April 07, 2026 near Mountain Pass, California. (Photo by David McNew/Getty Images)

A flurry of developments reshaped the critical-minerals landscape this week, with Greenland projects attracting fresh attention.

Critical Metals Corp.

Greenland Mines Ltd.

VanEck Rare Earth and Strategic Metals ETF

USA Rare Earth Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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