💸 Alibaba will spend above $50B on AI

Good evening. Anything the U.S. government touches turns to gold. Intel jumped 5% on a 10% U.S. stake, MP Materials soared 50% after a 15% buy-in, and today, Lithium Americas nearly doubled on word of a 10% stake.

⬆︎⬇︎ 1-day change
Market data: today’s market close

WINNERS

⬆︎95.77% Lithium Americas

The U.S. government may soon own a slice of Lithium Americas, a Canadian miner developing the massive Thacker Pass lithium project in Nevada with General Motors. Reports say Washington is weighing up to a 10% stake as part of a $2.26 billion Energy Department loan, highlighting Trump’s push to secure critical minerals and reduce dependence on China. [Read more]

⬆︎8.19% Alibaba

Alibaba, China’s answer to Amazon with a fast-growing cloud arm, is going all-in on AI. The company said it will spend even more than its already massive $53 billion commitment to build out models, chips, and infrastructure, while also launching a new open-source model called Qwen3-Omni that can process text, images, audio, and video. It also struck a deal with Nvidia to use its AI tools for robotics and self-driving cars. [Read more]

⬆︎6.41% Intel

Rumors swirled that Intel may team up with Apple. Nothing is confirmed, but even the idea of a partnership has investors buzzing. It come as Intel lines up heavyweight backers including Nvidia, the U.S. government, and SoftBank in an effort to stabilize its turnaround. The company’s future hinges on convincing outside players to use its factories. [Read more]

MORE WINNERS

⬆︎12.86% IREN
⬆︎7.33% Marvell
⬆︎3.98% Tesla

⬆︎⬇︎ 1-day change
Market data: today’s market close

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LOSERS

⬇︎2.35% Adobe

The creative software powerhouse just got hit with a downgrade from Morgan Stanley, which cut its price target to $450 from $520. The concern is slowing growth in Adobe’s subscription-based digital media revenue, a key measure of its long-term health. Investors are questioning how much growth is left in the tank. [Read more]

⬇︎16.95% Freeport

A tragic accident has hit Freeport-McMoRan, one of the world’s top copper and gold miners, at its massive Grasberg mine in Indonesia. A mud rush killed two workers and left five missing, forcing a halt in operations. The shutdown has led Freeport to cut its near-term sales forecasts for both copper and gold, and it warned production in 2026 could come in far lower than expected. [Read more]

MORE LOSERS

⬇︎6.44% Pinterest
⬇︎10.23% Axon
⬇︎10.79% Astera Labs
⬇︎11.57% Worthington

⬆︎⬇︎ 1-day change
Market data: today’s market close

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