💣 Trump drops a bomb

Good evening. Everything was going well this morning until Trump hit us with a deadly post on Truth Social, where he threatened to slap higher tariffs on Chinese imports, citing frustration with China’s tightening grip on rare earth exports such as critical minerals.

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Market data: today’s market close

WINNERS

⬆︎16.05% Applied Digital

🔔 Earnings report - The growth story is clearly in full swing. The data center operator’s Q1 revenue is up 84% from last year. The CEO called the company a modern-day "picks and shovels" play for the AI era, as it gears up to bring 600 megawatts of total capacity online by 2027. [Read more]

⬆︎8.37% MP Materials

After China tightened export controls on critical minerals, Trump threatened major countermeasures, including a sharp increase in tariffs on Chinese goods. Aa a result, the U.S. will probably ramp up domestic production, which benefits MP Materials, the country's top rare earth miner. [Read more]

MORE WINNERS

⬆︎141.86% ESS Tech
⬆︎92.59% Safe & Green
⬆︎6.54% Oklo

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Market data: today’s market close

IN PARTNERSHIP WITH MOTLEY FOOL

This Tech Could Be Worth 18X Nvidias

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LOSERS

⬇︎7.29% Qualcomm

The chipmaker is under investigation by China’s antitrust regulator over its recent acquisition of Autotalks. Qualcomm says it’s fully cooperating and reaffirmed its commitment to customers and partners, particularly in China, where it does big business with names like Xiaomi. [Read more]

⬇︎12.55% Levi Strauss

🔔 Earnings report - The iconic denim brand actually crushed expectations on revenue and profit for Q3. But it warned that new tariffs and an extra week in the fiscal calendar will squeeze margins in the fourth quarter. Management expects earnings to come in below forecasts as it absorbs higher costs, which could eventually lead to slightly higher prices for consumers. [Read more]

⬇︎24.88% Venture Global

The LNG exporter was found to have breached its contract by failing to declare the start of commercial operations on time. That decision could open the door to billions more in potential damages, with several global buyers (including Shell, Edison, Repsol, and Galp) pursuing similar claims. [Read more]

MORE LOSERS

⬇︎10.54% e.l.f. Beauty
⬇︎15.04% WeRide
⬇︎20.58% Diginex

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Market data: today’s market close

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