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ASX:LYC.AX 8 January 2026 - 17 February 2026

Lynas Rare Earths share price jumps after Trump’s Project Vault shakes up rare earth supply talk

Lynas Rare Earths share price jumps after Trump’s Project Vault shakes up rare earth supply talk

Lynas Rare Earths shares rose 3.3% to A$15.25 Tuesday after Trump’s “Project Vault” mineral reserve plan and ahead of further White House comments. The stock rebounded from last week’s drop, when reports of a U.S. retreat from price floor talks triggered sharp losses across the sector. Japan recovered rare-earth-rich seabed mud, while TDK warned of Chinese export limits disrupting supplies. Lynas quarterly revenue rose to A$201.9 million despite lower output.
3 February 2026
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Lynas Rare Earths share price sinks 6% — what investors watch before the Jan. 21 update

Lynas Rare Earths share price sinks 6% — what investors watch before the Jan. 21 update

Lynas Rare Earths Ltd fell 6.3% to A$15.25 Tuesday, with over A$100 million traded ahead of its quarterly results due Wednesday. The drop came as rare-earth magnet exports from China to Japan slipped 8% in December and the ASX 200 lost 0.66%. CEO Amanda Lacaze is set to retire at the end of the financial year. Investors await updates on sales, pricing, and plant operations.
20 January 2026
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Lynas Rare Earths stock jumps after CEO retirement plan as rare-earth supply talks heat up

Lynas Rare Earths stock jumps after CEO retirement plan as rare-earth supply talks heat up

Lynas Rare Earths shares rose 3.3% to A$15.56 Wednesday, extending a three-day rally after CEO Amanda Lacaze announced plans to retire after 12 years. Lacaze will remain until the end of the financial year while the board seeks a replacement. The leadership change comes as Australia unveils a A$1.2 billion strategic reserve for critical minerals and G7 finance ministers discuss reducing reliance on Chinese rare earths.
14 January 2026
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Lynas Rare Earths share price slips after export-curb rally as traders eye Jan. 21 update

Lynas Rare Earths share price slips after export-curb rally as traders eye Jan. 21 update

Lynas Rare Earths dropped 5.4% to A$14.24 on Thursday, reversing part of Wednesday’s 14.5% surge after China banned exports of “dual-use” items to Japan. The stock traded 8.36 million shares as investors weighed risks to rare earth supply. G7 finance ministers will meet Jan. 12 to discuss supply and a possible price floor. Lynas will report quarterly results Jan. 21.
8 January 2026
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Stock Market Today

  • Australian Shares Set to Slide Amid Middle East Tensions; Fortescue Advances Green Energy Shift
    April 9, 2026, 9:07 PM EDT. Australian shares are expected to dip as escalating Middle East conflicts stoke global risk concerns and threaten energy supplies. Israeli strikes in Lebanon and instability near the Strait of Hormuz have heightened geopolitical risks. Despite this, U.S. indexes like the S&P 500 and Dow Jones posted modest gains overnight. On the corporate front, Fortescue Metals Group disclosed plans to eliminate diesel fuel use by 2027, powering Pilbara operations entirely with green energy for full-day cycles. Meanwhile, Monadelphous Group secured AU$145 million in new contracts for construction and maintenance in resource sectors across Australia and Papua New Guinea. The ASX closed marginally higher on Thursday but faces downward pressure from the unfolding international situation.

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MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

9 April 2026
MARA Holdings shares rose 1.7% to $9.67 Thursday despite Cantor Fitzgerald cutting its price target to $10. The company recently sold 15,133 bitcoin for $1.1 billion and agreed to repurchase $1 billion in convertible notes at a discount. MARA is expanding into AI and cloud infrastructure, but fourth-quarter revenue fell 6% and it posted a $1.7 billion net loss.
CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

9 April 2026
Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

9 April 2026
Tesla is developing a lower-cost compact SUV, with initial production planned for Shanghai, Reuters reported Thursday. The company built 408,386 vehicles and delivered 358,023 in the first quarter, leaving its widest gap in at least four years. Reuters said the new SUV likely will not reach production this year. Tesla did not respond to questions about the project.
NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

9 April 2026
NIO opened pre-orders for its ES9 flagship SUV Thursday, pricing it at 528,000 yuan with battery or 420,000 yuan under its Battery-as-a-Service plan. March deliveries rose 136% year-on-year, but NIO’s U.S. shares fell 4.9% after the announcement. The ES9 enters a shrinking premium SUV market in China, competing with Li Auto and Aito. CEO William Li warned chip shortages could add up to 10,000 yuan per vehicle.
Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

9 April 2026
Plug Power shares rose 2.5% to $2.715 Thursday after the company reaffirmed its target of positive EBITDAS by end-2026 and projected up to $200 million in savings from Project Quantum Leap. The update followed a major electrolyzer project win in Quebec and investor meetings in Toronto and Montreal. Plug reported 2025 revenue of $710 million and a fourth-quarter gross profit of $5.5 million.
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