US Homebuilder Confidence Crashes To 14 Year Low, Blame Mortgage Rates & Immigration

ASP Isotopes Soars On Restart Of Silicon-28 Facility, Locks In Q3 2026 Commercial Shipments ASP Isotopes cleared a major operational milestone at its Pretoria Silicon-28 enrichment facility, restarting the first 18 stages, and has now run them for over three weeks at target enrichment levels. Commercial shipments to U.S. customers are on track for Q3 2026. The stock was up over 25% in early trading, back at its highest levels since January... The restart follows nine months of targeted engineering work on non-core components. Fixes will now roll out across the remaining...

Rare Earth Stocks Hit 52-Week Low As William Blair Says China Supply Optimism Is "Incorrect" Our "Great Rare Earth Disconnect" note earlier this week highlighted the widening gap between elevated rare earth prices and tumbling junior miners and producers. William Blair rare-earths analyst Neal Dingmann has also weighed in on the forces driving the selloff. "Revived rate-hike fears, hot CPI, and other macro concerns along with rare earth headline and company-specific concerns have notably hurt the largely high-beta rare earth group in recent weeks," Dingmann wrote. The VanEck Rare Earth and Strategic...