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USA Rare Earth Actively Pursuing Acquisition Opportunities Around The World
USA Rare Earth Actively Pursuing Acquisition Opportunities Around The World
At the Semafor World Economy forum, USA Rare Earth CEO Barbara Humpton explained that the company is actively pursuing acquisition opportunities worldwide across the entire critical minerals supply chain. This includes everything from extraction and refining to magnet production.
Highlighting the company’s international strategy, she pointed to a recent agreement to acquire a stake in Carester, a rare earth processing firm based in France, in partnership with French investor Infravia, according to Semafor.
Speaking in Washington, DC, Humpton noted that this move...
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Apr 29, 2026 / Tyler Durden
Meta Plunges After Boosting Capex Outlook Again On "Higher Component Pricing"
Meta Plunges After Boosting Capex Outlook Again On "Higher Component Pricing"
The last of the giga-caps to report today, the increasingly more misnamed Meta Platforms, had some good news to report for the just completed Q1. It also had bad news, and judging by the plunge in the stock price, the market is focusing on the latter.
First, the good news: the company reported revenue and EPS both of which beat estimates, and guided Q2 revenues which came in roughly in line with estimates. Here is the breakdown.
EPS $10.44 vs. $6.43...
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Mar 20, 2026 / Tyler Durden
US Asian Ally Rejects Pentagon Request To Land Fighter Jets: More To Come?
US Asian Ally Rejects Pentagon Request To Land Fighter Jets: More To Come?
Sri Lanka is a US regional ally, and America remains the small south Asian nation's largest export market, accounting for nearly $3 billion of the $11.7 billion of goods Sri Lanka exports annually.
But tensions are soaring over the Iran war, and especially in the wake of a US submarine having torpedoed the Iranian warship IRIS Dena just off Sri Lanka's southern coast earlier this month - killing dozens of sailors and forcing Sri Lankan authorities into a rescue...
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Feb 15, 2026 / Tyler Durden
The Weak Dollar Narrative
The Weak Dollar Narrative
Authored by Lance Roberts via RealInvestmentAdvice.com,
We have spent a lot of time over the last year debunking “narratives,” which are dangerous to investors, as “narratives” create a rationalization for overpaying for assets. Nonetheless, Wall Street loves a simple story and is happy to jump on a trend with momentum, selling products to unwitting consumers. A good example of that lately has been the “weak dollar” narrative, which has pushed investors to chase foreign assets. The negative correlation between a weak dollar and rising international stock exposure appears to be a free return. Unsurprisingly, the...
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