US rare earths produced by Washington-backed companies are flowing to Japan and South Korea, as American demand has yet to materialize despite the Trump administration’s push to develop a national supply chain. Rare earths products produced by MP Materials, Energy Fuels and Phoenix Tailings—which together have won billions of dollars in US government support—are being sold to companies in Asia, where the scale of magnet manufacturing remains larger than the nascent production in the US. China’s lock on global supplies of rare earths and critical minerals has become a national security concern in the US and other Western nations, since Beijing started restricting access to them. The metals are crucial to 21st-century technology and are used in the manufacturing of everything from weapons guidance systems to electric vehicle batteries. Read full article Comments

blackred/E+ via Getty Images As Q2 2026 earnings season approaches, industrials stocks are drawing investor attention as markets assess demand across construction, manufacturing, aerospace, infrastructure, automation, and engineering services. The following list highlights industrials-sector stocks with Seeking Alpha EPS Revision Quant Grades A+. These grades reflect favorable changes in analysts’ earnings expectations ahead of Q2 results. All 16 companies on the list carry the highest possible EPS Revision Quant Grade of A+, signaling broad analyst optimism across a diverse group of industrial subsectors. Construction and engineering firm Argan, Inc. ( AGX ), distributor Applied Industrial Technologies, Inc. ( AIT ), and aerospace company ATI Inc. ( ATI ) are among the names leading the screen. The list also includes industrial heavyweight Caterpillar Inc. ( CAT ), which has a market capitalization of approximately $433.01 billion, alongside other notable companies such as GE Vernova Inc. ( GEV ) and Howmet Aerospace Inc. ( HWM ). The group spans construction and infrastructure, aerospace and defense, industrial distribution, automation, specialty manufacturing, and environmental and testing services. Seeking Alpha’s EPS Revision Quant Grades rank stocks based on changes in analysts’ earnings estimates, using a scale that ranges from F to A+. Here is the list: Argan, Inc. ( AGX ), EPS grade: A+ Applied Industrial Technologies, Inc. ( AIT ), EPS grade: A+ ATI Inc. ( ATI ), EPS grade: A+ Caterpillar Inc. ( CAT ), EPS grade: A+ Carpenter Technology Corporation ( CRS ), EPS grade: A+ Federal Signal Corporation ( FSS ), EPS grade: A+ GE Vernova Inc. ( GEV ), EPS grade: A+ Granite Construction Incorporated ( GVA ), EPS grade: A+ Howmet Aerospace Inc. ( HWM ), EPS grade: A+ IES Holdings, Inc. ( IESC ), EPS grade: A+ Moog Inc. ( MOG.A ), EPS grade: A+ Rockwell Automation, Inc. ( ROK ), EPS grade: A+ Science Applications International Corporation ( SAIC ), EPS grade: A+ Tri...

Robert Way Nvidia ( NVDA ) was in the spotlight on Wednesday as Bank of America reiterated its Buy rating and $350 price target on the Jensen Huang-led firm, citing a “compelling value multiple.” Analyst Vivek Arya believes there are four main investor concerns: gross margin pressure from higher memory, competition from custom ASICs, crowded investor ownership, and an unproductive use of cash, largely related to vendor financing compared to stronger buybacks and dividends. “Our analysis suggests that at NVDA’s current valuation, investors might already be implicitly discounting an unjustified ~30-35% headwind to CY27/28 EPS ests (effectively delta between NVDA and growth peer forward PE),” Arya wrote in a note to clients. “We strongly disagree with the EPS discount and see as an enhanced Buy opp’ty for a unique, durable growth franchise now trading at a 7-yr low 18x forward PE.” Delving deeper, Arya said inflation from memory is “predictable,” but Nvidia's pricing power is “unappreciated.” “We believe investors overstate [high bandwidth memory] cost pressure while underestimating NVDA’s pricing power, scale, and $119bn of supply-chain commitments,” Arya continued. “HBM content per rack may rise by ~$0.2-0.3mn from Blackwell to Rubin, but rack pricing could increase by $2-3mn (from ~$3-4mn to ~$6-7mn), driven by upgrades across compute, networking, and software. We therefore expect gross margins to remain around the mid-70% range.” Additionally, Nvidia's GPU sales have risen around 700 times since application-specific integrated circuits launched: Google's ( GOOG ) ( GOOGL ) TPUs became available in 2015, while Amazon's ( AMZN ) Trainium and Meta's ( META ) MTIA became available in 2020 and 2023, respectively. However, Nvidia's sales to hyperscalers rose 115% year-over-year, nearly twice the level of cloud capex spending growth, which suggests continued share gains, Arya said. He expects Nvidia to “sustain” between 65% and 70% of AI capex spending over the long term....

Robert Way Nvidia ( NVDA ) was in the spotlight on Wednesday as Bank of America reiterated its Buy rating and $350 price target on the Jensen Huang-led firm, citing a “compelling value multiple.” Analyst Vivek Arya believes there are four main investor concerns: gross margin pressure from higher memory, competition from custom ASICs, crowded investor ownership, and an unproductive use of cash, largely related to vendor financing compared to stronger buybacks and dividends. “Our analysis suggests that at NVDA’s current valuation, investors might already be implicitly discounting an unjustified ~30-35% headwind to CY27/28 EPS ests (effectively delta between NVDA and growth peer forward PE),” Arya wrote in a note to clients. “We strongly disagree with the EPS discount and see as an enhanced Buy opp’ty for a unique, durable growth franchise now trading at a 7-yr low 18x forward PE.” Delving deeper, Arya said inflation from memory is “predictable,” but Nvidia's pricing power is “unappreciated.” “We believe investors overstate [high bandwidth memory] cost pressure while underestimating NVDA’s pricing power, scale, and $119bn of supply-chain commitments,” Arya continued. “HBM content per rack may rise by ~$0.2-0.3mn from Blackwell to Rubin, but rack pricing could increase by $2-3mn (from ~$3-4mn to ~$6-7mn), driven by upgrades across compute, networking, and software. We therefore expect gross margins to remain around the mid-70% range.” Additionally, Nvidia's GPU sales have risen around 700 times since application-specific integrated circuits launched: Google's ( GOOG ) ( GOOGL ) TPUs became available in 2015, while Amazon's ( AMZN ) Trainium and Meta's ( META ) MTIA became available in 2020 and 2023, respectively. However, Nvidia's sales to hyperscalers rose 115% year-over-year, nearly twice the level of cloud capex spending growth, which suggests continued share gains, Arya said. He expects Nvidia to “sustain” between 65% and 70% of AI capex spending over the long term....

格隆汇7月8日｜美国总统特朗普：即使与伊朗达成协议，我也不确定协议能否持久。

Apple Tests Chinese Memory Chips as Supply Chain Strategy Shifts

Nvidia stock is trading at 18 times forward earnings — below the S&P 500 — after falling 16% from its May all-time high

Nvidia market cap falls by $1 trillion as stock swoons Yahoo Finance

国家卫生健康委7月8日发布通知，决定于2026年至2030年在全国组织开展老年合理用药促进行动，广泛普及合理用药知识，提高为老年人提供药学服务的能力，提升老年合理用药水平。(新华社)

Zelensky In Ankara Still Insistent On Ukraine Joining NATO: 'Alliance For The Future' President Volodymyr Zelensky is in full court press mode while being present in Ankara for the annual NATO summit, amid Western leaders including President Trump. He has predictably renewed his argument for Ukraine to join the North Atlantic alliance, while also touting some momentum on the battlefield as Russia comes under repeat long-range drone attacks. Zelensky thanked leaders "who have clearly stated Ukraine belongs in NATO, because NATO with Ukraine is the alliance for the future" - and then posed in Tuesday remarks, "I have a question for you. Do you really believe it? Do you really believe it would be right to leave outside NATO, a country and a people with this level of defensive capability?" He argued further: "If we already have these capabilities, if Ukrainians already know how to fight like this, then it does make sense for these capabilities to become a part of the alliance's collective defense that would make all of us stronger ." Source: Ukrainian Presidency/Anadolu via Getty Images Ukraine has been boasting of its premier drone capabilities, which it says is now clearly proven on the battlefield, but has also admitted that Ukraine needs assistance matching Russia's ballistic capabilities. Zelensky said "Europe urgently needs its own capability to produce anti-ballistic systems and the missiles they require." He added: "The one thing we still need to do here in Europe is build a strong defense against Russia's ballistic missiles. It's a big challenge… this is Russia's last major advantage." It's interesting that Zelensky is arguing that his country should become a full-fledged NATO member based on already in effect being militarily integrated . This was one of the Kremlin's very rationales for launching the 'special military operation' in Ukraine in the first place. Also interesting is that Moscow is now referencing it as a 'war' on a much more official level... Pes...

格隆汇7月8日｜伊朗最高领袖顾问：伊朗将对任何冒险行为作出“即时回应”。

伊朗：将对任何冒险行为做出“立即回应”。

SoFi Technologies (NASDAQ: SOFI) stock has been having an awful year, but the digital bank is growing rapidly, and it represents the future of finance. Down 29% year to date, it could be a bargain. But could it turn $25,000 into $1 million? SoFi is an all-digital bank , and it stands out in a crowded space in a few ways. It aims to be a complete financial app that allows users to manage every aspect of their finances, and it's constantly releasing new products and features to generate higher engagement. From its roots as a student loan company, it has expanded into bank accounts, including receiving a bank charter through its 2021 acquisition of Golden Pacific Bank, as well as investing, credit cards, and more. While its traditional products cement its status as a stable player in banking, the newer, bolder products are attracting a young, digital-savvy clientele. It recently unleashed a whole slew of tech-based services, including cryptocurrency trading through its app, international wire transfers on the Blockchain, and its own SoFi stablecoin, which is tethered to the U.S. dollar. Continue reading

sanfel/iStock Editorial via Getty Images Dollar Tree ( DLTR ) earned upgrades at both Raymond James and Goldman Sachs on Wednesday as the retailer’s value proposition—despite shifting away from the $1 price point across the store—continues to resonate with most consumers. Raymond James analyst Bobby Griffin sees a more favorable risk/reward for Dollar Tree ( DLTR ), earning the stock an Outperform rating and $140 price target (14% upside from Tuesday’s close). While the company issued cautious guidance for the year, Griffin believes the guidance embeds a conservative set of assumptions, including high fuel costs through the end of the year, no benefit from tax refunds, and no incremental share repurchases. “We believe each of these assumptions is tracking more favorably than guidance implies, creating multiple avenues for upside and increasing the likelihood for estimate revisions,” Griffin says, noting that his outlook also includes traffic trends and operational execution improving in the second half of the year. Goldman Sachs’ Kate McShane is more cautious with a Neutral rating (from Sell) given improved price and value perceptions and potential tailwinds associated with a strong cash position. But McShane is not convinced that traffic has fully recovered since she downgraded the stock to Sell in November. “We still remain on the sidelines, however, as Dollar Tree’s most frequent customers are still showing underperforming metrics below historical levels, and the macroeconomic environment remains competitive as customers continue to prioritize price and speed,” McShane writes in her note to clients. Shares of Dollar Tree ( DLTR ) are almost 2% higher in Wednesday’s open. More on Dollar Tree Dollar Tree: It Is Still Not Too Late To Get In Dollar Tree: Multi-Price Is Working, But Traffic Still Needs To Turn Dollar Tree, Inc. (DLTR) Q1 2026 Earnings Call Transcript Dollar Tree restores share buyback authorization to $2.5B Dollar Tree set to repurchase $500M stock am...

格隆汇7月8日｜周三，美国总统特朗普表达了对伊朗领导人的不满，称他们“脑子有病”（cuckoo），并威胁要发动新一轮打击。“我们昨晚重创了他们，今晚很可能再次重创他们，”他在北约峰会上说道，“他们过去一直是中东的恶霸，但现在他们不再是了。”此前，伊朗在霍尔木兹海峡附近袭击了商船，特朗普随即宣布美国与伊朗的停火状态“结束”；尽管如此，他也表示愿意让谈判继续进行。但特朗普指出，伊朗领导人一再误导他：他们在谈判期间看似愿意达成和平协议，事后却出尔反尔。“他们什么都答应，转头却去开新闻发布会，声称我们根本没谈过这些事，”特朗普说，“他们脑子有病，这些人有问题。”特朗普补充说，他对伊朗政权“很不满意”，并表示正在考虑最早于周三晚发动更多攻击。“我们今晚可能会重创他们，但还得看事态如何发展，”他说。

AI Stocks Tumble as Middle East Fears Rattle Wall Street

Nvidia, Micron, AMD Lead Chip Stock Selloff After Trump Said U.S.-Iran 'Truce Is Over' TradingView

(RTTNews) - Chevron Technical Center, a subsidiary of Chevron Corporation (CVX), Wednesday announced that it has signed a technology licensing agreement with ZL Chemicals Ltd, under which ZL may commercialize Chevron-developed chemical surfactant technology.

Anastasia Amoroso, chief investment strategist at Partners Group, walked onto CNBC on July 7, 2026 with a target that would have sounded aggressive six months ago and now sounds almost consensus. The S&P 500 could reach roughly 8,500 on 2027 earnings, with 8,200 the more likely landing spot by the end of 2027. The index ... This Strategist Sees the S&P 500 Hitting 8,500, and One Thing Changed Her Mind

Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs.

The state Democratic Party accused Platner's campaign of trying to "put their thumb on the scale" of the process to replace him if he drops his bid for Senate. Platner's team has denied doing so. (Image credit: Laura Brett)