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EBR:SOLB 13 November 2025

Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Solvay signed supply deals with Noveon Magnetics and Permag to deliver rare-earth oxides for U.S. magnet production, with shipments starting soon and more in 2026. Solvay shares rose 3.4% Thursday, leading Belgium’s BEL 20 index. The company said initial volumes are limited but can ramp up quickly at its La Rochelle plant. CEO Philippe Kehren cited stronger U.S. government support compared to Europe.
13 November 2025

Stock Market Today

  • Sandisk Surges 781% in 2026, Outperforming S&P 500 Stocks Amid AI Storage Demand
    June 28, 2026, 12:59 PM EDT. Sandisk's stock has soared 781% in the first half of 2026, far outpacing all S&P 500 companies, including Micron's 297% gain. This surge is driven by booming demand for NAND flash memory, crucial for AI systems that require vast, high-speed data storage. Sandisk, spun off from Western Digital in 2025, has seen a cumulative 3,900% gain since independence. Supply discipline following the 2023-2024 memory downturn has kept prices high. Despite historic gains, memory markets remain cyclical, suggesting increased volatility ahead. Analysts note Sandisk was excluded from top AI stock picks, highlighting debate about sustainability of its growth.

Latest articles

TeraWulf (NASDAQ:WULF) short interest, volume in focus as AI rally gets tested

TeraWulf (NASDAQ:WULF) short interest, volume in focus as AI rally gets tested

28 June 2026
TeraWulf plunged 10.9% to $25.83 this week—sharply underperforming the Nasdaq—after hitting a 52-week high Monday, as Friday’s Russell index reconstitution drove volume to 66.3 million shares, but failed to clear the heavy 108.65 million share short interest, leaving WULF exposed to further volatility as investors weigh the long-term payoff of its Kentucky data-center expansion.
MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

28 June 2026
Microsoft (MSFT) surged 5.71% to $372.97 on record volume as FTSE Russell index changes moved the stock into both growth and value indexes, driving a “really massive trade” and “key liquidity day”; investors now face uncertainty over real demand versus index flows, with capex and AI spending weighing on future profitability.
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