Today: 30 June 2026

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation.

LVMH Stock Skyrockets: Chinese Luxury Boom Sparks 12% Rally

LVMH Stock Skyrockets: Chinese Luxury Boom Sparks 12% Rally

On Oct. 15 the LVMH share price surged to about €600 – roughly 12% above the prior closereuters.com. Over the prior week the stock had drifted down to around €533 before rebounding on the earnings news. For context, LVMH’s 52-week range was roughly €437–€763investing.com, so the current price is in the upper half of that range. Trading volume spiked with the gap higher, indicating strong investor interest. Many technical analysts would note that the breakout above €580/€590 levels clears key resistance, potentially opening more upside. According to the Oct. 14 trading update, LVMH’s Q3 group sales rose 1% to €18.28Breuters.com, narrowly beating analyst forecasts. The Fashion & Leather Goods segment was still down, but that was a much smaller drop than earlier in the year. Other divisions saw mixed results: Selective Retailing and Perfumes & Cosmetics benefited from new product launches and saw stabilizing demand, while Wines & Spirits and Watches & Jewelry eased. China demand was the standout: Asia-excluding-Japan saw “noticeable” improvement, and LVMH noted for the first time in 2025 that Mainland China sales were positivereuters.com. Management emphasized that supply-chain pressures, tariffs and inflation remain challenges, but that LVMH brands are evolving with more accessible offerings.
Nova Minerals (ASX:NVA) Stock Skyrockets on U.S. Critical Minerals Buzz – Gold Explorer’s 2025 Rally

Nova Minerals (ASX:NVA) Stock Skyrockets on U.S. Critical Minerals Buzz – Gold Explorer’s 2025 Rally

Nova Minerals has delivered spectacular returns in mid-October 2025, as enthusiastic investors piled in on news linking the junior miner to high-level U.S. strategic initiatives. In the past few trading days, NVA’s share price went vertical – peaking at A$1.71 on October 15 before settling around A$1.635 by market closestockhead.com.au. That closing price marked an 81.7% single-day jump, catapulting Nova to its highest price in over four years. The surge has nearly quadrupled the stock over the past monthmining.com, and Nova’s market capitalization now stands near A$360 millionmining.com. The rally was ignited by a string of positive announcements. Most prominently, Nova revealed it has been approached by the Australian Ambassador to the U.S. to brief officials on its Alaska project ahead of a October 20 meeting between Australian Prime Minister Anthony Albanese and U.S. President Donald Trumpinvesting.cominvesting.com. This upcoming Washington D.C. summit will focus on critical minerals cooperation, and Nova’s inclusion in the official program signaled to investors that the little-known explorer is now playing in big leagues. News of the summit briefing sent Nova’s stock soaring 16% to A$0.90 on the ASXmining.com, and triggered an even larger 68% pre-market jump in its U.S. Nasdaq-listed ADR on Tuesday, Oct 14investing.com.
15 October 2025
LVMH Stock Surges 12% on China Boost – Luxury Giant Regains Momentum

LVMH Stock Surges 12% on China Boost – Luxury Giant Regains Momentum

LVMH shares skyrocketed after the company’s third-quarter update hinted at a turnaround. When markets opened on Oct. 15, the stock spiked about 12%, hitting roughly €597 in morning tradeinvesting.com. It was the steepest intraday jump LVMH has seen in almost two years, propelling the company back to the top of France’s market capitalization rankingsreuters.com. The catalyst was LVMH’s better-than-expected Q3 sales report: organic revenue increased ~1% in the quarter, a sharp improvement from declines earlier in 2025reuters.com. This modest growth – driven largely by a rebound in Chinese luxury spending – broke a streak of negative quarters and “offered some solace to a luxury goods sector grappling with a prolonged slump,” as Reuters notedreuters.com. Improved demand in China was the standout factor. After many quarters of softness, LVMH’s key Asia region showed “noticeable improvement” and “Mainland China turned positive in Q3,” according to CFO Jean-Jacques Guionyreuters.comreuters.com. Pent-up Chinese demand helped lift sales for the first time in 2025, fueling investor hopes that the critical Chinese luxury market is finally on the mend. LVMH’s CFO did caution that headwinds remain – from unfavorable exchange rates to global economic uncertainty – and warned that a sustained rebound will “take time” with “gradual
15 October 2025
ASML Stock Surges on AI Boom but Faces China Headwinds – What Investors Must Know

ASML Stock Surges on AI Boom but Faces China Headwinds – What Investors Must Know

ASML’s stock has been on a tear heading into mid-October. The company’s American depositary shares traded near $980 on October 15, 2025, up from around $935 a week earlier and not far from their all-time hights2.techts2.tech. In Amsterdam, ASML’s ordinary shares closed at approximately €847 on Oct. 14, continuing a rally from ~€813 at the start of last weekts2.tech. This ~4% weekly rise outpaced the broader semiconductor index and brings ASML’s gain since early September to about +32%reuters.com. Year-to-date, the stock has dramatically rebounded from last year’s lows to new highs, fueled by enthusiasm around artificial intelligence demand. Technical Momentum: The stock’s chart shows strong bullish momentum but also hints at near-term exhaustion. ASML is trading well above its short-term averages – roughly 13% above the 50-day moving average and 28% over the 200-dayts2.tech. Such extension reflects optimism but can precede a consolidation. Indeed, the Relative Strength Index recently pushed above 70, an overbought thresholdts2.tech, and the MACD momentum indicator is strongly positive. These technicals suggest the stock may be due for a breather. If profit-taking hits, analysts see initial support around the 50-day MA near €834ts2.tech. Resistance on the upside is around the early October peak – a breakout
15 October 2025
Google’s October 2025 Shockwave: AI Advancements, Big Bets & Alphabet’s Soaring Fortunes

Google Stock’s October Surge: Alphabet Nears Record Highs on AI Buzz and Analyst Upgrades

Alphabet’s stock has been on a tear in 2025, and as of October 14 it is trading around $245 per share, near its highest level everstockanalysis.com. At that price, Google’s parent company is worth roughly $2.97 trillion – nearly joining the exclusive club of $3 trillion market-cap companiesstockanalysis.com. The share price has climbed about 30–32% year-to-date, vastly outpacing the broader market. By comparison, the S&P 500 is up only around 12% in 2025 and even the tech-heavy Nasdaq 100 has gained ~17% – making Alphabet one of the top-performing mega-cap tech stocks this yearts2.techts2.tech. This rally accelerated in the third quarter: Alphabet’s stock jumped 38% in Q3 alone, its best quarterly performance since 2005ts2.tech. The past couple of weeks have showcased that volatility cuts both ways. Markets hit fresh peaks in early October on AI euphoria, but then plunged on October 10 amid a resurgence of U.S.-China trade tensions. That day saw the Nasdaq Composite index nosedive 3.6%, its worst one-day drop in monthsts2.tech. Alphabet’s shares were not immune to the sell-off, briefly pulling back along with other tech giants. Yet the downturn proved short-lived – by October 14, Google’s stock had regained footing, buoyed by continued optimism around its
Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Rebounds From Slump: AI Ambitions and $2.5B FTC Deal Ignite $3 Trillion Hopes

Amazon’s share price is hovering in the mid-$210s after recent turbulence. It closed around $216–$217 on Oct. 14marketbeat.com, roughly unchanged on the year — a stark underperformance versus the double-digit gains of the Nasdaq and S&P 500. In fact, Amazon has been the worst-performing member of 2025’s vaunted “Magnificent Seven” mega-cap tech stocks, essentially flat year-to-date while peers like Apple, Microsoft, and Google notched solid gainsmarketbeat.comts2.tech. The stock is still down about 9% from its record high reached in early Februarymarketbeat.com, highlighting its sideways trend for most of this year. This lackluster performance comes despite a generally strong tech market. A major factor has been Amazon’s cooling growth relative to expectations – especially in its cloud division. Whereas rivals posted booming cloud/AI numbers, AWS growth has been more modestts2.techts2.tech. Investor rotation into other AI plays and concerns about Amazon’s lofty valuation after the 2023 run-up also contributed to its breather in 2025. As a result, Amazon’s stock “has largely traded sideways” even as Microsoft and Alphabet saw double-digit stock price increases this yearts2.tech.
Tesla Stock’s October Shock: Record Sales, New “Affordable” Models & Wall Street’s Verdict

Tesla Stock’s Wild October Ride: Record Sales, “Affordable” EVs & Split Wall Street Outlook

Tesla’s stock has lived up to its volatile reputation in October 2025, with dramatic daily swings keeping investors on edge. After starting the month in the low $400s, TSLA went on a rollercoaster ride: it surged ~5.4% on Oct. 6 to $453.25ts2.tech, then plunged 4.5% on Oct. 7 as traders abruptly reversed coursets2.techinvesting.com. These whipsaw moves were tied to Tesla’s news cycle – optimism about record sales and a teased product launch drove the early October rally, only for profit-taking to hit once details of the new “affordable” models emergedts2.tech. By mid-month, the volatility only intensified. Last Friday, TSLA sank over 5% amid a broader tech selloffinvesting.com, then by Monday Oct. 13 it roared back with a +5.4% gain to ~$436 as the entire market ralliedinvesting.com. The very next day saw another U-turn, with Tesla slipping ~1.5% to $429investing.com alongside a global equity pullback. Seven of the first ten trading days in October were actually positive for Teslats2.tech, but the price action has been far from steady – 4–5% daily swings have become common in recent weeksts2.tech. From a technical standpoint, such rapid gains pushed Tesla into “overbought” territory by early October, according to some chart indicators like RSIts2.tech. It
Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple Stock Shrugs Off Trade War Scare as New Products & CEO Succession Buzz Fuel Optimism

Apple’s stock performance on October 14 told a story of resilience in the face of macroeconomic drama. The day began with “palpable unease” across markets as renewed U.S.-China trade tensions rattled investorsmarkets.chroniclejournal.com. President Trump’s surprise threat of massive new tariffs – 100% on all Chinese imports – and China’s rapid countermeasures sent the Nasdaq tumbling nearly 0.9% at the openmarkets.chroniclejournal.commarkets.chroniclejournal.com. Apple, deeply entwined with Chinese manufacturing and sales, “found itself navigating choppy waters” – its stock slid early, briefly making Apple a notable laggard amid the sell-offmarkets.chroniclejournal.com. However, by late afternoon the tide turned. Federal Reserve Chair Jerome Powell’s remarks at an economics conference hinted that softening labor data might warrant interest rate cuts in coming months, which calmed the market’s nervesinvestopedia.com. Simultaneously, U.S. officials signaled that President Trump and China’s President Xi still plan to meet for negotiations, tempering the worst trade fearsinvestopedia.com. The result: a relief rally. The Dow Jones rebounded over 340 points and the S&P 500 swung from losses to a modest +0.3% gain by the closemarkets.chroniclejournal.com. The tech-heavy Nasdaq also clawed back most of its dropmarkets.chroniclejournal.com. Apple’s stock actually closed fractionally up around $248.66reuters.com, essentially flat on the day but a win considering the morning’s
15 October 2025
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $4.5 Trillion AI Juggernaut: NVDA Stock Volatile After Record Rally

Nvidia’s stock has been on a wild ride in recent days, reflecting its status as the market’s premier “AI play.” On Monday, NVDA jumped nearly 3% intraday, extending a powerful year-to-date rallytipranks.com. But by Tuesday Oct. 14, shares slid about 4.4% to ~$180marketbeat.com as profit-taking set in amid wider tech weakness. The stock traded as low as $179.70 during the sessionmarketbeat.com, giving back a portion of its recent gains. Even with the pullback, Nvidia remains up dramatically over the past yearts2.tech and hovers near all-time highs. Its 50-day average price around $179 is now almost 20% above the 200-day average, reflecting the steep upward trajectory in 2025marketbeat.com. What caused the latest dip? Investors point to geopolitical jitters and sector rotation out of high-flying tech names. This week, U.S.–China trade tensions flared anew – China’s transport ministry launched a probe into U.S. shipping practices, sparking fears of retaliationtipranks.com. The prospect of escalating trade conflict hit chip stocks broadly, since roughly 10–15% of Nvidia’s revenue is tied to China. Market watchers also noted signs of overheating: Nvidia’s stock had added hundreds of billions in value in just weeks amid an “AI frenzy,” so any hint of bad news prompted a swift selloff.
Fluence Energy Stock Skyrockets on Battery Boom – Is the FLNC Rally Here to Stay?

Fluence Energy Stock Skyrockets on Battery Boom – Is the FLNC Rally Here to Stay?

Fluence Energy’s stock is on a tear in mid-October 2025 after a one-two punch of positive news. On October 14, FLNC spiked to ~$18.50stockanalysis.com as investors cheered a major JPMorgan investment initiative targeting the clean energy sector. JPMorgan unveiled a decade-long, $1.5 trillion spending program, including $10 billion specifically for battery storage and grid resiliency projects – a direct boon to companies like Fluencestockstory.org. In tandem, CEO Julian Nebreda stoked optimism by revealing surging U.S. demand: power-hungry data centers are expected to fuel a wave of orders, with U.S. projects projected to make up about half of Fluence’s global demand by 2026stockstory.orggurufocus.com. This potent mix of policy support and customer demand lifted the entire battery storage sector. The previous day set the stage for Fluence’s rally. Shares jumped 21.4% to ~$15.89 after Susquehanna analysts dramatically upgraded their viewstockanalysis.com. The firm maintained a bullish “Positive” rating and hiked its price target from $9 to $17 – nearly doubling their outlookstockstory.org. Susquehanna’s call cited “favorable policy developments” like the U.S. IRA incentives and Fluence’s strong backlog and domestic manufacturing base as reasons the stock could outperformstockstory.org. Coming into the week, FLNC had already been rebounding, so the analyst vote of confidence ignited
DigitalBridge Stock Skyrockets on Bullish Bets and AI Infrastructure Boom

DigitalBridge Stock Skyrockets on Bullish Bets and AI Infrastructure Boom

Shares Surge on Bullish Bets – DigitalBridge’s stock took investors on a wild ride, skyrocketing 13% in a single day on October 14. The rally sent DBRG to about $13.20 per share by Tuesday’s close, up from $11.65 the prior daygurufocus.com. Intraday, the stock hit highs in the mid-$13s, marking one of its largest one-day moves in recent memory. The surge was especially striking given the broader market was mostly flat-to-downreuters.com. Trading was frenzied – 4.7 million shares changed hands, almost 2X the average volume, signaling heavy buying interest. Notably, options traders piled in aggressively: over 65,000 call options were purchased, a 4,215% jump above typical volumemarketbeat.com. Such unusual call option activity indicates bullish sentiment, as traders paid a premium betting on further stock gains. Some market watchers suggested this options frenzy may have created a “gamma squeeze” dynamic, where market makers buying the stock to hedge call positions helped propel the rally even higher. No single news release explained the spike; instead, it appears to reflect growing optimism toward DigitalBridge – from anticipation of its upcoming earnings, to renewed confidence in its strategy and possibly a short-covering scramble by skeptics. The stock’s 15%+ intraday leap and elevated volume underscore
15 October 2025
Avalon Holdings (AWX) Stock Soars 50% on October 14, 2025 – Wild Surge Raises Questions

Avalon Holdings (AWX) Stock Soars 50% on October 14, 2025 – Wild Surge Raises Questions

Avalon Holdings’ stock took the spotlight on October 14 with an eye-popping intraday rally. Shares of the thinly traded micro-cap opened around $2.89 and skyrocketed to $5.42 at the peak – roughly double the prior day’s close of $2.75ca.investing.com. This 52-week high came on unprecedented trading volume of 5.8 million shares, a staggering increase from Avalon’s average daily volume of under 4,000ca.investing.com. The price action suggests a sudden wave of speculative buying or a short squeeze drove the stock sharply higher. By the end of the regular session, AWX still held enormous gains, closing approximately 50% up on the day. However, after the closing bell the tide turned: in post-market trading Tuesday evening, Avalon’s stock pulled back about 22.8% to $3.90benzinga.com. Such after-hours reversals are unusual and imply that traders who jumped in during the frenzy may have quickly taken profits or reacted to the extreme valuation. The company’s market capitalization at $3.90/share is about $10–11 million, emphasizing its tiny sizebenzinga.com and susceptibility to outsized moves.
14 October 2025
Southwest Airlines Stock Soars 5% on Holiday Travel Hopes, New Price Targets

Southwest Airlines Stock Soars 5% on Holiday Travel Hopes, New Price Targets

Southwest’s stock has seen choppy trading in recent weeks, but momentum improved dramatically heading into mid-October. The shares have rallied from the low-$30s to mid-$33 range in just the past few sessionsreuters.com. On October 14, LUV spiked nearly 5% intraday – a significant one-day move – amid a broader market surge. It closed around $33.47reuters.com, up from $31.90 the prior closereuters.com. This jump puts Southwest back in positive territory for Q4-to-date and close to breakeven on the year. Before today’s move, LUV was down roughly 3.9% year-to-datetradingview.com, underperforming the S&P 500. The stock remains well below its summertime peak: in July, Southwest traded above $37 before a late-summer swoonitiger.com. At ~$33, shares are still about 12% shy of that high-water mark, reflecting the operational and profit challenges that emerged over the summer.
14 October 2025
Ouster Stock Rockets to 52-Week High on LiDAR Wins – Analysts Debate What’s Next

Ouster Stock Rockets to 52-Week High on LiDAR Wins – Analysts Debate What’s Next

Ouster’s stock has been on a tear, recently hitting a high of $36.30 per share – a new 52-week peakza.investing.com. This milestone caps a stunning run for the San Francisco-based LiDAR manufacturer: shares have skyrocketed roughly 338% in the past year and an astonishing 473% above their 52-week low of $6.34za.investing.com. By comparison, the S&P 500 index rose only about 8.8% year-to-dateinvesting.com, highlighting Ouster’s dramatic outperformance. The stock’s 50-day moving average is around $29.6 and it has more than tripled its value over six monthsza.investing.com, reflecting sustained bullish momentum. However, the beta of ~2.7 indicates OUSTER shares are far more volatile than the marketza.investing.com, so sharp swings have been common – a trend investors should keep in mind. This week in particular saw a sharp jump of about 9–10% on Tuesday alone, with OUST closing near $34 after touching intraday highs in the mid-$33 rangemarketbeat.commarketbeat.com. That spike continued an upswing from the prior trading session, when the stock leapt from ~$28 to over $31. Trading volumes have been brisk, though Tuesday’s volume was actually slightly below average as some traders sat out the rallymarketbeat.com. Still, market enthusiasm is clearly running high, pushing Ouster to levels not seen in years.
14 October 2025
Graphite Gold Rush: Westwater Resources (WWR) Stock Skyrockets on Battery-Metals Boom

Graphite Gold Rush: Westwater Resources (WWR) Stock Skyrockets on Battery-Metals Boom

Westwater Resources’ share price has gone parabolic, hitting levels not seen in years. On Tuesday, WWR jumped ~36% to $3.48 by the closing bellfinviz.com. That single-day leap, on the heels of a 29% gain Monday, marks an approximately 75% two-day surge. Over the last seven trading sessions, the stock has more than doubledtrefis.com. Such explosive momentum has ballooned Westwater’s market capitalization to roughly $300 millionfinviz.com – a dramatic rise from about $70–80M at the start of 2025. Trading volumes have been extremely heavy as well, suggesting a mix of momentum buyers and a possible short squeeze. About 8–10% of WWR’s float was sold short recentlyfinviz.com, and some of those bearish bets may be scrambling to cover as the stock runs up. Nothing materially new was announced by the company this week, but sentiment on Westwater and its sector has flipped emphatically bullish. The broader backdrop is a “battery metals boom” sweeping small-cap markets. Investors have been bidding up companies tied to lithium, graphite, and other EV-related materials. Westwater – as a near-term U.S. source of battery-grade graphite – finds itself at the sweet spot of this trend. Its stock is now up over 390% in 2025finviz.com, vastly outperforming benchmarks. By
ZIM Stock Rebounds as Shipping Giant Navigates Trade Turbulence

ZIM Stock Rebounds as Shipping Giant Navigates Trade Turbulence

ZIM’s share price has shown signs of life after a prolonged slide. On October 14, the stock surged about 5% intraday, closing at approximately $13.36intellectia.ai. This pop extends a short-term rebound from early October, when ZIM scraped a 52-week low just above $11marketbeat.com amid heavy selling. Even with the recent rally, the stock is still trading in the mid-teens – a far cry from its $30+ highs within the past yearmarketbeat.com. Year-to-date performance remains bleak. ZIM has shed roughly 40% of its value since January, reflecting broader weakness in shipping equities. Over a one-year horizon, the stock’s total return is deeply negative as wellts2.tech. By comparison, major market indices have fared much better, underscoring how sharply sentiment toward container liners has swung from the boom of 2021–22 to the bust of 2023–25. ZIM’s market capitalization now stands near $1.5 billion, down from peaks above $3 billion. In short, the company has gone from market darling to distressed valuation in the span of a few years.
14 October 2025
Hut 8 Stock Skyrockets on Bitcoin Boom, Trump-Backed Spinoff Debut, and Bold Energy Pivot

Hut 8 Stock Skyrockets on Bitcoin Boom, Trump-Backed Spinoff Debut, and Bold Energy Pivot

Hut 8’s share price has been on a tear in recent weeks, riding the wave of a renewed crypto bull market. Bitcoin’s price spiked above $115,000 in late September/early October – a level not seen in years – amid optimism around a potential U.S. Bitcoin ETF approval and pro-crypto regulatory moves ts2.tech. This Bitcoin boom has had an amplified effect on mining stocks, which are high-beta plays on crypto prices. For example, Marathon Digital’s stock leapt ~17% and Hut 8’s ~18% in late September trading alone ts2.tech. Hut 8’s Toronto-listed shares hit a fresh 52-week high around C$70 on October 14 after a 15% single-day jump Financialcontent. U.S.-listed shares also rallied to roughly $49 before seeing minor profit-taking Marketbeat. Year-to-date, Hut 8 has now nearly doubled in 2025, vastly outperforming the broader market ts2.tech. This surge has elevated Hut 8’s market capitalization to about $4–5 billion ts2.tech – putting it on par with mid-tier peers like Bitdeer and narrowing the gap with industry leaders Marathon and Riot ts2.tech.
AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

Credo’s stock has been on a tear – and a turbulent one. Shares have gained over 1,300% since the company’s January 2022 IPOnasdaq.com, vastly outperforming the broader market on excitement around its AI data-center niche. But that stellar run now comes with gut-churning swings. Just in the past few trading days, CRDO went from a steep drop to a euphoric jump and back again. After tumbling ~8% last Friday to $138.83 amid a tech sell-offstockinvest.us, Credo rebounded 7.97% on Monday to close near $150stockinvest.us. The rally was apparently driven by fresh product news and bargain-hunting. Any euphoria was short-lived – by Tuesday Oct. 14, the stock reversed and plunged ~13% intraday, falling from the $150s to about $129.96 at the closestockanalysis.com. In fact, CRDO briefly touched the $151 level early Tuesday before sellers rushed instockanalysis.com. Such whipsaw volatility has defined Credo’s recent week: the stock flipped between big gains and losses almost daily – down 6.9% one day, up 8.5% the nextstockanalysis.com.
Lithium Americas (LAC) Soars as US Govt Takes 5% Stake – Analysts Weigh In on EV Lithium Boom

Lithium Americas Stock Soars on Government ‘White Gold’ Deal – Can the Rally Last?

Shares of Lithium Americas exploded to multi-year highs in late September after news broke that Washington was eyeing an equity stake in the company. On Sept. 24, Reuters reported that the Trump administration was considering taking up to a 10% ownership of LACreuters.com. The market reaction was immediate – LAC closed that day at C$8.37 in Toronto after jumping almost 90% in one sessionreuters.comreuters.com. This marked a stunning reversal for a stock that had languished near all-time lows just weeks prior. The appeal for investors was clear: a U.S. government stake would strongly validate the strategic importance of Lithium Americas’ flagship Thacker Pass project. “The move underscores President Donald Trump’s increasing use of direct government ownership to steer strategic sectors and curb reliance on China,” Reuters notedreuters.com. Indeed, China currently dominates lithium refining, so a domestic supply is seen as critical for U.S. national security. By taking an equity stake – sometimes dubbed a “white gold” strategy in reference to lithium – Washington signaled it is putting skin in the game to ensure Thacker Pass succeeds.
14 October 2025
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Stock Market Today

  • Electro Optic Systems (ASX:EOS) jumps 5.6% on S&P/ASX 200 move, outlook mixed
    June 30, 2026, 6:57 AM EDT. Shares in Electro Optic Systems Holdings (ASX: EOS) rose 5.6% after the stock was added to both the S&P/ASX 200 and Industrials Sector indices, raising its profile and boosting liquidity. The news could pull in flows from index funds and more institutional money. EOS makes counter drone, laser, and space control tech, aiming to turn defense deals into steady revenue. A recent €10 million investment in a European AI-based drone defense hub fits this plan. Still, the company faces recurring risks around its heavy dependence on big defense contracts and swings in financials. Market forecasts point to A$514.7 million revenue and A$62.6 million earnings by 2029, with some analysts seeing about 26% upside to fair value near A$12.94. But analyst views are split, and the outlook remains unsettled as the story develops.
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