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Industry News News 24 October 2025 - 11 November 2025

USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

Rare Earths Today (Nov. 11, 2025): China’s New Licensing Pivot, U.S. Financing Push, and What It Means for USA Rare Earth (USAR) and MP Materials (MP)

Summary: On November 11, 2025, the rare‑earths narrative shifted again. Beijing is reportedly exploring a licensing “workaround” to ease the flow of rare‑earth materials to the U.S. while excluding companies with ties to the American military—a move that could keep consumer supply chains humming even as defense contractors face bottlenecks. In Washington, fresh policy and financing signals continue to support domestic mining, processing, and magnet manufacturing. Here’s what’s new today—and how it frames the near‑term outlook for USA Rare Earth (NASDAQ: USAR) and MP Materials (NYSE: MP). Reuters+2Yahoo Finance+2 What’s new today (Nov. 11, 2025) China’s targeted easing on rare
11 November 2025
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Natural Gas Prices Soar: Will America’s Energy Boom Fuel a New Price Spike in 2026?

British Gas Appointed to Take On Tomato Energy’s 23,000 Customers — What to Do Next (10 Nov 2025)

Ofgem has appointed British Gas as Supplier of Last Resort after Tomato Energy ceased trading. Here’s what affected households and businesses need to know today, including tariff, credit and switching guidance. UK — Monday, 10 November 2025: Energy regulator Ofgem has appointed British Gas to take over supply to Tomato Energy’s customers after the supplier confirmed it had ceased trading. The move covers around 15,000 domestic and 8,000 non‑domestic accounts (circa 23,000 in total). Ofgem says supply will continue as normal, and domestic credit balances are protected. Customers were switched to British Gas on Sunday, 9 November 2025, with account
10 November 2025
Venture Global (VG) swings to Q3 profit on record LNG exports; unveils 20‑year Naturgy deal and trims 2025 guidance

Venture Global (VG) swings to Q3 profit on record LNG exports; unveils 20‑year Naturgy deal and trims 2025 guidance

Venture Global, Inc. (NYSE: VG) returned to profitability in the third quarter as surging liquefied natural gas (LNG) volumes and fresh long‑term sales contracts lifted results. The company posted net income of $429 million on $3.33 billion in revenue and shipped a company‑record 100 cargoes in Q3, up 237% year over year. Q4 Capital In parallel, Venture Global announced a new 20‑year LNG sales and purchase agreement (SPA) with Spain’s Naturgy for 1 million tonnes per annum (MTPA) beginning in 2030—its second long‑term contract with a Spanish buyer this year and part of a broader commercial push that also included
10 November 2025
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DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

What happened Speaking on a six-company panel at the World Internet Conference in Wuzhen, Zhejiang, DeepSeek senior researcher Chen Deli sketched a stark timeline: AI is helpful now, but within five to ten years it could be good enough to replace many human tasks, triggering a wave of job losses and social strain. He added that over the next 10–20 years, AI might take over most remaining work, creating a “massive challenge” that technology companies must help society navigate. Reuters Chen framed today as a “honeymoon phase”—a period when AI boosts productivity but still requires human oversight. As capabilities advance,
10 November 2025
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Plug Power Stock Skyrocketed 170% on Hydrogen Hype – Now It’s Sliding: Can PLUG Rebound?

Plug Power (PLUG) Kicks Off 5MW Electrolyzer Build in the Netherlands as Q3 Results Near; Stock Ticks Higher — Nov 6, 2025

Published: November 6, 2025 Top takeaways (today): What happened today (Nov 6) Industry outlets reported that Plug Power started installing its 5MW PEM electrolyzer at H2 Hollandia, a decentralized hydrogen hub designed to convert surplus solar into storable, distributable green hydrogen. The project aims to halve curtailment at the adjacent Vloeivelden Hollandia solar park and comes after ground‑breaking in September. h2-view.com Why it matters: The set‑up directly links a utility‑scale solar park to an electrolyzer, turning would‑be wasted electrons into hydrogen—an approach that can ease grid congestion while creating a local clean‑fuel supply. h2-view.com H2 Hollandia, at a glance What
6 November 2025
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DraftKings Earnings Preview Today (Nov. 6, 2025): ESPN Picks DKNG as Official Betting Partner; PENN Misses Q3; Flutter Set for Nov. 12

DraftKings Earnings Preview Today (Nov. 6, 2025): ESPN Picks DKNG as Official Betting Partner; PENN Misses Q3; Flutter Set for Nov. 12

DraftKings (NASDAQ: DKNG) reports third‑quarter results after today’s closing bell, just hours after ESPN scrapped its ESPN BET venture with PENN Entertainment and struck a new multi‑year pact naming DraftKings the official sportsbook and odds provider for ESPN. PENN posted third‑quarter results this morning, while Flutter (NYSE: FLUT) will update investors next week. Here’s what to watch and why it matters for U.S. sports betting stocks. DraftKings+2Reuters+2 What changed today DraftKings: today’s earnings preview & investor checklist When & where: Results drop after the close today (Nov. 6); the conference call is Friday, Nov. 7. DraftKings Street setup: Recent previews
6 November 2025
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Telehealth Trailblazer VSee Health (VSEE) Skyrockets on Game-Changing Deals & Federal Green Light

Telehealth Trailblazer VSee Health (VSEE) Skyrockets on Game-Changing Deals & Federal Green Light

Company Overview: Telehealth for High-Acuity Care VSee Health, Inc. is a Silicon Valley-founded telehealth technology and services provider specializing in high-acuity virtual care. Founded in 2008 by Dr. Milton Chen, VSee built a secure video telemedicine platform so robust it was even utilized by NASA for astronaut healthcarebusinesswire.com. Today, after merging with iDoc Telehealth via a SPAC deal in mid-2024, VSee offers an integrated suite of telehealth solutions for hospitals and health systems. The company’s headquarters are in Massachusetts, and it has ~154 employees as of 2025finviz.com. Business Model: VSee’s platform combines telehealth software with physician services to enable things
4 November 2025
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Adobe on Alert: Affinity’s Free Design Suite Rocks the Creative World

Adobe on Alert: Affinity’s Free Design Suite Rocks the Creative World

Affinity Goes Free Forever – An All-in-One Adobe Alternative In a move shaking the creative software landscape, Affinity’s suite of professional design apps just went 100% free. Canva – the Australian design platform – acquired Affinity’s developer (Serif) last year, sparking speculation about its planscreativebloq.com. Few expected Canva to relaunch Affinity as a unified app that costs nothing. But on October 30, Canva dropped the news: instead of three separate $70 apps (Affinity Photo, Designer, Publisher), there’s now one Affinity application combining vector illustration, photo editing, and page layout tools – and it’s free for everyone, forevercreativebloq.comfastcompany.com. The new Affinity
3 November 2025
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Former Deloitte Chair Joins Conduent Board – Can His Expertise Turn the Tide?

Former Deloitte Chair Joins Conduent Board – Can His Expertise Turn the Tide?

A Big-Name Appointment: Who Is Michael J. Fucci? Conduent’s decision to add Michael J. Fucci to its board brings a high-profile leader into the fold. Fucci is best known for his tenure as Chairman of Deloitte US from 2015 to 2019, where he provided governance and strategic oversight at one of the “Big Four” consulting firmsbusinesswire.com. During his 40-year career at Deloitte (which he joined in 1981), Fucci played a pivotal role in expanding the firm’s human capital consulting business and later served as Deloitte’s Chief Operating Officerbusinesswire.com. He retired from Deloitte in 2020, capping a career that saw him
31 October 2025
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Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Novo Nordisk hijacks Pfizer’s Metsera deal with a $9B bid – obesity-drug war heats up

Novo’s counter-offer details Novo Nordisk’s proposal is unsolicited, meaning Metsera’s board and shareholders will now review it against Pfizer’s agreement. Novo emphasizes that Metsera’s experimental therapies would be “complementary” to its own obesity portfolioreuters.com. According to MarketScreener (Dow Jones Newswires), the bid is $56.50 in cash per Metsera share plus $21.25 in milestone CVRsmarketscreener.com. By contrast, Pfizer’s September deal was $4.9B upfront (about $28.50/share) plus CVRs, for up to ~$7.3Bts2.techreuters.com. Novo’s offer thus values the company at roughly $6.5B upfront, sweetened to ~$9B with earnouts. Novo’s CEO Maziar “Mike” Doustdar hailed the move as proof of the company’s ambition. In
30 October 2025
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Gundremmingen Cooling Towers Implode – Who Wins & Loses on Energy Stocks?

Gundremmingen Cooling Towers Implode – Who Wins & Loses on Energy Stocks?

Key Facts: On Oct 25, 2025 at 12:00, Germany will detonate the two 160 m cooling towers of the former Gundremmingen nuclear plant in Bavariasueddeutsche.de. In a matter of seconds the 56,000 tons of reinforced concrete will collapse and be recycled as aggregatesueddeutsche.de. A large exclusion zone surrounds the site (violators face up to €3,000 fines)sueddeutsche.de. About 10,000 spectators are expected (no official festival will be held)merkur.demerkur.de. Engineers have cut structural slots and will trigger water-jet fountains to force the towers to collapse inward and bind dustmerkur.de. Gundremmingen was one of Germany’s first atomic power sites, so the implosion is seen
24 October 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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