aprott/iStock via Getty Images I initiated coverage on MP Materials Corp. ( MP ), a leading rare earth miner and soon-to-be refiner in the US, in January 2024 when it was $17.96/share, which is still up 177% at current prices of $50/share. My coverage of MP (Seeking Alpha) After MP surged to $70 and then $100 in mid-2025, I published two other pieces that advised caution: August 9, 2025: MP Materials: Upside Exhausted Or Just Beginning? Published at $74.93 (price down 33% since then). January 9, 2026: MP Materials Is A Rare Earths Leader But Lacks Margin Of Safety At $60 . Published at $62 (price down 20% since then). My thesis in the previous two articles was that it was probably not a good idea to buy when the stock price was in a frenzy and it was worth waiting for the furor to wind down before deciding what to do with the stock. Since the August piece, MP has largely ranged or even fallen in the past 6 months. However, with recent developments, I believe this warrants a revisit of the rare earth sector. In this article, I will deep dive into MP and upgrade this to buy again (and if the price goes down a lot in case of a stock market correction, it may even become a strong buy). Mr. Market Myopic On This Sector In my opinion, Mr. Market is rather myopic when it comes to this stock. Despite the immense value and the favorable underlying macro setting, Mr. Market consistently ignores this stock 90% of the time and goes into a frenzy when the headlines bark “rare earths” and fall back into a lull when rare earths fade from the 24-hour news cycle. This can be seen in the wild gyrations in its stock price. MP traded at a low of $10/share in August 2024, and 1 year later, it hit a high of $100/share. Its value shifted 1000% in one year, but the fundamentals can’t really have changed that much in one year. It’s obvious to everyone who even glances at the headlines that MP is a leader in rare earths, the US is reliant on Chinese rare earths refining, and the US and China...

MarKord/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48) This is an abridged transcript of the podcast: Out top story so far, from Paris punchline to European powerhouse, Disneyland Paris (DIS) is stepping into its biggest transformation yet. The resort’s second gate has reopened under a new name — Disney Adventure World — following a multi-year overhaul. The centerpiece is World of Frozen, a fully built-out Arendelle land featuring new attractions, dining and immersive theming tied to the franchise. Construction is already underway on a Lion King-themed area as Disney continues its effort to turn the once-struggling second park into a true full-day destination. The resort first opened as Euro Disneyland in 1992 and struggled in its early years amid cultural missteps, economic weakness and lower-than-expected attendance. The second gate, Walt Disney Studios Park, launched in 2002 but was widely viewed as underdeveloped. After pandemic setbacks, attendance has rebounded — setting the stage for the 2026 relaunch. Among active stocks, BlackRock ( BLK ) has filed for an ETF that would track the Nasdaq 100 Index under the symbol IQQ. Until now, Invesco ( IVZ ) has been the only asset manager licensed to offer U.S.-listed ETFs that solely track the index, via the $374B QQQ Trust ( QQQ ) and the $70B Invesco Nasdaq 100 ( QQQM ). Twilio ( TWLO ) was upgraded to Buy from Hold at Jefferies , which cited “greater conviction in the role TWLO will play in the Voice AI tech stack.” Analyst Samad Samara said even modest traction gains could provide a sustainable tailwind for profit growth. Looking to the economy, JPMorgan Chase ( JPM ) CEO Jamie Dimon downplayed systemic risks from the rapid growth in private credit , but warned that looser ...

DNY59/iStock via Getty Images This could be one of the most important weeks of the year, in fact, if Iran rejects the ceasefire once again, the consequences could be much more severe. Or at least this is what President Trump threatened: Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the ******* Strait, you crazy ********, or you’ll be living in Hell - JUST WATCH! Praise be to Allah. This is not the first time that President Trump has issued a deadline to end the war, but this time the tones are much more exasperated. We have a precise deadline: Tuesday, 8:00 P.M. Eastern Time. Will Iran accept the ceasefire? And what happens if they don’t accept it? Here is my view on the matter and how all this can affect global financial markets. The markets believe the deadline is real While I am writing this article, futures are green (S&P 500 Index +0.40%; Nasdaq 100 +0.68%) and Crude Oil WTI ( CL1:COM ), even though it remains high at $109 per barrel, it is down by 1.70%. Clearly, financial markets want to believe the deadline is real and that this time Iran will accept the ceasefire, but I am frankly quite doubtful about it. I have multiple reasons to be concerned. First of all, Pakistani intermediaries have been working for the whole night to let U.S. and Iran agree on a temporary ceasefire before the Tuesday deadline, but the latter doesn’t want to change its position. Iran sees the ceasefire as way for the U.S. and Israel to stockpile ammunition and then plan another attack. Iran just accepts two scenarios: either the war goes on or it ends immediately and forever. Furthermore, Iran doesn’t want to be pressured by deadlines; they will end the war once they have the certainty to prevent any future attack. From their point of view, triggering a global financial crisis through high oil prices is viewed as a reasonable option to achieve this goal. Second, we don’t really know Iran’s capabilities from a mil...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. The S & P 500 was in the green Monday on hopes for a possible U.S.-Iran ceasefire. President Donald Trump said over the weekend he would give Iran until Tuesday night to make a deal or face power plant and bridge bombings. The market, however, seems to believe Trump is "willing to postpone" that deadline as he has done in the past, Jim Cramer said during the Morning Meeting. What to do? Jim said if members are sitting on big gains, it might be time to trim and protect some of those paper profits. 2. Research analysts at Goldman Sachs raised their price target on Club name Wells Fargo to $96 per share from $93. They said Wells is the best-positioned stock within their coverage universe ahead of earnings. Jim said he would not trim Wells here, around $81 per share, because it is "nowhere near" the all-time closing high of nearly $96 on Jan. 6. As for fellow portfolio name Capital One , Barclays cut its PT to $226 from $287. Jim said Wall Street analysts have been "quite awful" on their Capital One calls, underappreciating the potential of the Discover acquisition and its low stock valuation. 3. CrowdStrike increased its share buyback program by $500 million to $1.5 billion, viewing its stock drop alongside other enterprise software names as an opportunity. We never thought CrowdStrike, or our other Club cyber name, Palo Alto Networks , should trade down on AI disruption fears. If anything, the proliferation of AI makes the case for more cybersecurity, not less. How can something cobbled together on Anthropic turn around and police Anthropic's AI models? Jim said he spoke to CrowdStrike CEO George Kurtz this weekend. "They are tired of the misinformation," Jim said. We have CrowdStrike rated buy-equivalent 1. 4. Stocks covered in Monday's rapid fire at the end of the video were: JPMorgan, Netflix, Tyson Foods, as well ...

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格隆汇4月6日｜以色列总理内塔尼亚胡：我们今天摧毁了伊朗最大的石化工厂。

美国总统特朗普表示，周二是伊朗达成协议的最后期限。 “是的，”特朗普在回答提问时说，“我已经看过你能想象的所有提议。” 特朗普表示，近期一项旨在结束伊朗战争的停火提议“还不够好，但这是非常重要的一步”。 特朗普在谈及对伊朗的行动时表示，“我们现在就可以离开，但我希望把事情完成”。 伊朗需要“15年”才能重建，他说。 责任编辑：李桐

格隆汇4月6日｜美国财政部拍卖三个月期国债得标利率3.635%，投标倍数2.58；六个月期国债得标利率3.615%，投标倍数3.06。

纽约联邦储备银行周一发布的数据显示，3 月份供应链压力升至 2023 年初以来的水平。 该行在最新的 全球供应链压力指数 中表示，该指数升至 0.68 ，较 2 月份的 0.54 小幅上升。指数为 0 代表供应链压力处于正常水平，数值为正则意味着压力不断加大。 纽约联储未给出 3 月份指数上升的原因，但几乎可以肯定与美以袭击伊朗引发的中东战乱所造成的供应链中断有关。不过，即便 3 月份有所回升，当前读数仍远低于 2021 年 12 月的 4.49，当时新冠疫情相关压力正严重冲击经济。 责任编辑：郭明煜

Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now 24/7 Wall St.

Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) both reported blockbuster quarters and sit at different layers of the same AI wave. Nvidia sells the physical infrastructure that makes AI possible; Palantir sells the software intelligence that makes AI actionable inside real organizations. Comparing them after earnings reveals two very different bets on how the ... Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now

Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now 247wallst.com

The Zacks Analyst Blog Highlights NVIDIA, AMD, Applied Materials, Lam Research and Micron Technology Zacks Investment Research

The Zacks Analyst Blog Highlights NVIDIA, AMD, Applied Materials, Lam Research and Micron Technology zacks.com

Nico De Pasquale Photography/DigitalVision via Getty Images Eisai ( ESALF ) and Biogen ( BIIB ) have reported three contradictory effects of their drug Leqembi on Alzheimer’s disease. Originally, they acknowledged that the drug only had a positive effect on APOE4 carriers, then they reported that it had a negative effect on APOE4 carriers with two copies of the gene, and finally that it is effective for both non-APOE4 carriers and APOE4 carriers. Of these three iterations, the first was closest to the truth. If and when, real world data catches up to Eisai and Leqembi, it may have a negative effect on both stocks as sales for non-APOE4 carriers will decline. Through acquisitions and other drugs in its pipeline , Biogen may be better able to withstand this potential storm than Eisai, but there is nothing in the near term horizon that suggests that Biogen’s stock will move substantially up or down. I have told many of the elements of this story before, but will now update it with additional analysis. Eisai (which serves as the lead company for Leqembi) and Biogen initially reported that BAN2401 (the predecessor to Leqembi) had almost no effect on non-APOE4 carriers. It made this admission in part to try to address concerns that their results were largely a chimera due to the fact that the placebo group ended up with a higher number of faster progressing APOE4 carriers than the drug group. Eisai and Biogen argued because APOE4 carriers benefited more from their drug than non-carriers this imbalance was a non-issue (or maybe even a slight detriment). The placebo group numbers, however, probably would have been at least minimally better if it had lost as many APOE4 carriers as the drug group. The key acknowledgment from an Eisai official, though, was the following: Did APOE4 affect response to treatment? The subgroup anaylsis said yes, Swanson reported. Carriers on the highest dose had less cogntive decline at 18 months than the noncarriers or the group overall. On ADCOM...

Investment Thesis Datadog ( DDOG ) offers an observability and security platform that helps companies manage their technology stack. The continued adoption of hybrid cloud environments, accompanied more recently with the introduction of AI tools, has scattered organizations' infrastructure and workflows across numerous cloud providers and software applications. Datadog addresses this issue by providing a single-pane-of-glass view of an organization's technology stack, allowing organizations to identify and resolve problems quickly. Over time, the company has introduced new products, increasing the stickiness of its platform and positioning itself to benefit as a solution for companies looking to consolidate the number of software vendors in their technology stack. Hybrid cloud environments, GenAI adoption, and software vendor consolidation all serve as tailwinds for Datadog; because of this, I believe shares of DDOG are a buy at current prices. Overview of Datadog's Observability Platform Datadog was founded in 2010 by Olivier Pomel (the current CEO) and Alexis Le-Quoc (the current CTO) to eliminate friction between development teams and operations teams. This friction stemmed from the fact that these two departments were not operating on the same information. Was a software application's slow performance due to a development error? Or was it an issue with the operation team's infrastructure? The lack of a shared tool between these two groups created blind spots that made answering these questions difficult and time-consuming. Datadog solves this problem by serving as an observability and security platform for an organization's entire technology stack. Instead of using separate tools, Datadog provides development and operations teams (and more recently, security and business teams) with a " single pane of glass " view of their company's infrastructure. This shared view of data breaks down the friction between these different teams, allowing them to solve problems mo...

Barclays Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $240 Moomoo

Barclays Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $240 moomoo.com

Scott Eisen/Getty Images Entertainment Seven-time Super Bowl champ Tom Brady is helping SharkNinja ( SN ) sell barbeque grills, pizza ovens, and coolers with a new “Tom Upgrady” ad campaign to encourage families to improve their outdoor space. To kick off the campaign, SharkNinja’s Tom Upgrady van surprised Boston-area homeowners with a “backyard upgrade” with merchandise from SharkNinja’s outdoor portfolio and face time with the MVP quarterback. Citing data from the ICFA Outdoor Living Trend Report, SharkNinja ( SN ) claims 77% of U.S. households with outdoor space are not using it as much as they’d like. “Tom Upgrady aims to change that by bringing high-performance outdoor products and inspiration directly to homeowners to show what’s possible with the right setup,” the company said. The ad campaign continues through the summer, inviting customers to compete for the “MVP treatment” by sharing their backyard setups. More on SharkNinja SharkNinja: Still A Buy As Market Share Gains Defy Macro Weakness SharkNinja, Inc. (SN) Q4 2025 Earnings Call Transcript SharkNinja, Inc. 2025 Q4 - Results - Earnings Call Presentation SharkNinja expects 10%–11% sales growth and $5.90–$6 EPS in 2026 while launching $750M share repurchase SharkNinja adds a $750M buyback program after recording double-digit sales growth in Q4

Oracle (ORCL) Appoints New CFO to Support Cloud Expansion GuruFocus

Oracle (ORCL) Appoints New CFO to Support Cloud Expansion gurufocus.com

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about... Last week I went on Slate’s What Next: TBD podcast to talk about troubles in private credit. You can listen to the whole thing over here , but one thing I want to reiterate is that there’s very good reason to be worried about what’s happening with private credit even if you don’t think we’re about to see a financial ‘crisis’ of some sort. In fact, one thing I said on the podcast is that the whole question of ‘Is this going to be a 2008-style crash?’ is kind of frustrating because it tends to frame the issue as an either/or scenario. Either we’re getting a repeat of the great financial crisis (which would be bad), or we’re not (which implies everything is fine). I argue that even without a 2008 redux, everything is not fine. To understand why, take a look at the below chart from Alliance Bernstein’s Co-Head of Institutional Solutions (and Odd Lots guest ) Inigo Fraser-Jenkins. It shows US credit from private versus public sources (i.e. bank lending) as a percentage of GDP. What’s clear is that America’s marginal credit creation has in recent years come not from bank lending, but from the private market. Inigo’s second panel tells another story — the world’s supply of equity is stagnating and only the decision to include Chinese shares has made it appear positive in recent years. Meanwhile, in the US, we know that IPOs have been dwindling (see our Saturday interview with Scott Bok ) and share buybacks have also shrunk the overa...

Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy a stock. Stocks like Amazon (NASDAQ:AMZN), Nvidia (NASDAQ:NVDA), and Microsoft (NASDAQ:MSFT) have seen interest from multiple billionaires. This begs the question: what’s going on with ... Billionaires Are Buying up These 3 Stocks Like Hot Cakes

JHVEPhoto/iStock Editorial via Getty Images Even though I own shares in one of its competitors, I do think that one of the most interesting companies on the market today is Kinder Morgan, Inc. ( KMI ). Despite a rather controversial operating history, the company has gone on to create significant value for shareholders. Cash flows have increased in recent years, and the company is trading at levels that are comparable with other similar enterprises. Relative to other businesses in the space, I would say that it's more of a fair value play than it is an undervalued one. That is especially true after its recent run higher. The stock is actually up 26.6% since I reaffirmed it as a ‘buy’ earlier this year. By comparison, the S&P 500 is down 8.3%. But that's nothing. Since I originally rated it a ‘buy’ in July of 2017, the stock has generated upside for investors of 164.7%. The market over that same time is up similarly but still lags, with a return of 157.3%. Alas, all good things must come to an end. After this recent surge higher, I think that market-beating potential for the company is more limited than it was in the past. This doesn't mean that I don't believe in it from an operational standpoint. The firm does have a bright future ahead for it. But based on its current valuation, as well as other fundamentals, I think that downgrading it to a ‘hold’ rating makes sense at this point. Of course, this could change as new data comes in. But for now, a neutral assessment for the stock is warranted. Taking A Fresh Look At Kinder Morgan Kinder Morgan At its core, Kinder Morgan operates as a midstream/pipeline operator. Management describes the company as one of the largest energy infrastructure businesses in North America. And honestly, it does live up to that name. At the end of 2025, the business owned an interest in or operated around 78,000 miles of pipelines. It also had 136 terminals, 706 Bcf of working natural gas storage capacity, 6.9 Bcf per year of gross product...

Rocket Lab (NASDAQ: RKLB) just ripped higher, but the market may be celebrating the wrong catalyst. This video breaks down why Neutron's timeline matters more than SpaceX IPO hype, and why the stock's long-term upside still depends on execution catching up with belief. Stock prices used were the market prices of March 30, 2026. The video was published on March 31, 2026. Continue reading